1. Define Administrator Roles and Create Admin Accounts
1.1. System Administrators
1.2. Course Authors/Managers
1.3. Instructors
1.4. Course Graders
1.5. Exam Proctors
1.6. HR Managers
1.7. External Manager
1.8. Decisions
1.8.1. Who gets access to administrative area of LMS?
1.8.2. What can they do?
1.8.3. Where can administrators perform their tasks?
1.8.3.1. Across entire LMS?
1.8.3.2. Only in sub-section such as a learner group?
2. Create Learner Groups and Placeholders for Identifiers
2.1. Differentiating characteristics
2.2. Creating learner accounts
2.2.1. Import from HR system or enterprise app
2.2.2. Self-registration
2.2.3. Import from speadsheets
2.2.4. AVOID Manual process
2.3. Optional Learner Fields
2.3.1. Region
2.3.2. Job Title
2.3.3. Role
3. Import, Configure, and Test Content
3.1. Topic areas or categories
3.2. Import or create topics within categories
3.3. Configure communication templates
3.3.1. Enrolment messages
3.3.2. Reminders
3.3.3. Completion messages
4. LMS Features and Requirements of Learning Initiative
4.1. Images
4.2. Course Prerequisites
4.3. Course expiration settings
4.4. Cost of course
4.5. Passing grades of exams
4.6. Education units issued by completing course
4.7. Certificates issued upon successful completion of individual courses
5. Establish Who Needs What Content
5.1. Learner groups
5.2. Access groups
5.2.1. Specific roles?
5.2.2. Regions?
5.3. Content
5.3.1. Assigned to role?
5.3.2. Catalog?
6. Perform Content Inventory Audit
6.1. Documents
6.2. Videos
6.3. Online Help (reference only)
6.4. Self-paced SCORM courses
6.5. Instructor-led courses (PPTs)
6.6. Instructor-led events (demos, webinars, etc.)
6.7. Exams
7. Define Learner Groups
7.1. Internal
7.1.1. Development
7.1.2. Operations
7.1.3. Pre-Sales
7.1.4. Support/HelpDesk
7.1.5. Product Management
7.1.6. Sales
7.2. External
7.2.1. Partners
7.2.1.1. Africa
7.2.1.2. India
7.2.2. Customers
7.2.2.1. UK & NI
7.2.2.2. Africa
7.2.2.3. India
7.3. Organise by...
7.3.1. Department or function
7.3.2. Geographical region