Learning RFP Readiness Checklist

The success of your next LMS or education technology project starts long before you issue an RFP. The Learning RFP Readiness Checklist helps associations build internal clarity, so when you approach vendors, you know exactly what you need, why it matters, and how success will be measured.

This vendor-neutral tool walks your team through every element of RFP preparation, from strategy and stakeholder alignment to budgeting and evaluation criteria. It’s designed to help you save time, avoid costly missteps, and attract vendors that truly fit your mission and learners.

Inside the Checklist:

Strategic Alignment — Define goals, success metrics, and how learning supports your broader strategy.

Stakeholder Input — Identify who’s involved, capture priorities, and assign ownership.

Learner & Program Requirements — Map audiences, modalities, credit needs, and accessibility factors.

Feature Prioritization — Document must-haves, nice-to-haves, and real-world use cases.

Budget & Resourcing — Plan total costs, staffing needs, and ROI expectations.

Procurement Timeline — Define milestones and internal deadlines for a smooth process.

Success Metrics — Set measurable post-launch outcomes for learners and the organization.