LMS Evaluation Checklist for Associations

Selecting an LMS can feel overwhelming, especially when you’re balancing member value, CE compliance, integrations, and budget. The LMS Evaluation Checklist for Associations gives your team a clear, objective way to compare platforms and make a decision you can defend to leadership and the board.

Built specifically for associations and credentialing bodies, this practical checklist walks you through strategy alignment, learner experience, CE/credit workflows, integrations, admin/reporting, support, and ROI, so nothing mission-critical gets missed.

What’s Inside:

Strategy & Mission Alignment — Ensure the platform supports member value, growth, and program goals.

Learner Experience Review — UI/UX, accessibility, mobile, personalization, notifications, and study tools.

CE & Credentialing — Credit configuration, transcripts/certificates, registries (PARS, CPE Monitor, etc.).

Content & Assessment Tools — Pathways, SCORM, live/webinar integrations, quizzes, proctoring, question banks.

Admin & Analytics — Dashboards, custom reports, segmentation, audit trails, and financial data alignment.

Integrations & Ecosystem — AMS/CRM, SSO, eCommerce, email, calendars, BI tools, and API/flat-file options.

Support & Implementation — Onboarding milestones, migration, training, sandbox, and success management.

Budget & ROI — Transparent pricing, predictable renewals, and automation-driven efficiency.