Learning Management Systems Navigating the What Why and

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Learning Management Systems Navigating the What, Why, and When for Nonprofits

Learning Management Systems Navigating the What, Why, and When for Nonprofits

Legal Disclaimer The information included herein should never be used as a substitute for

Legal Disclaimer The information included herein should never be used as a substitute for an organization’s technical and/or operational judgment and does not represent an official position of JPMorgan Chase Bank, N. A. or its affiliates. This information is provided on an "as is" basis without warranty of any kind, express or implied.

What is a Learning Management System? • A software application for the administration, documentation,

What is a Learning Management System? • A software application for the administration, documentation, tracking, reporting, automation, and delivery of educational courses, training programs, or learning and development programs • Has tools that let you track how users move through the e. Learning content. • Has tools that learners interact with the content and each other— which is key 1

Why a Learning Management System? Personalized Learning/ Learn at Own Pace Experimental Learning Content

Why a Learning Management System? Personalized Learning/ Learn at Own Pace Experimental Learning Content Standardization Increased Productivity/ Gamification Reduced Training Costs Real-Time Access & Updates (Materials, Equipment, Trainers)

Possible Use Cases Learning for Students or Other Constituents Training for Employees or Volunteers

Possible Use Cases Learning for Students or Other Constituents Training for Employees or Volunteers Need to Reduce Training Costs

Use Case 1 Learning for Students or Other Constituents Your organization would like to

Use Case 1 Learning for Students or Other Constituents Your organization would like to offer your constituents online homeownership education and financial-wellness courses. You are looking for a tool that allows you to integrate summaries, videos, slides, quizzes, assignments, and various other features in a central location. LMS Advantages • Ability to easily track and monitor a student’s progress at any time. Several Learning Management Tools include reporting and analytics tools for instructors • Students can access materials centrally at any point in time • Learning Management Systems often include tools that can help facilitate social interactions and collaborations through integrated forums or instructor notification features • Opportunity to easily include a variety of media types such as videos, quizzes, audio, and text to keep students engaged

Use Case 2 Training for Employees or Volunteers Your organization relies on hundreds of

Use Case 2 Training for Employees or Volunteers Your organization relies on hundreds of volunteers that need to be trained to ensure that they understand basic practices on safety and security and additional training is required for each role they may wish to fill. Currently, your volunteers must be trained when they arrive at the volunteer site which significantly reduces the amount of time they have for volunteer work. LMS Advantages • Training remotely helps improve efficiency and convenience factors for trainers and trainees • Policy or procedure changes can easily be made and communicated to users • Ability to track affirmations and certification for compliance purposes through assignments or assessment tools • May offer greater flexibility in accommodating employees and volunteers with assistive support needs

Use Case 3 Need to Reduce Training Costs Your organization is scaling its community

Use Case 3 Need to Reduce Training Costs Your organization is scaling its community advocacy workshops and needs to scale training to more advocates while maintaining low costs without compromising on providing and delivering quality content. You also do not expect to receive additional resources to hire additional trainers or purchase additional physical materials to help facilitate these workshops. LMS Advantages • Standardized features of systems reducing manual effort maintain and updating materials, leading to time savings • Reduced need to have multiple trainers leading multiple workshops • Reduced or eliminated costs of travel and physical materials for in person or classroom training

Choosing a Learning Management System Distinguish between Must-have and Nice-to-have capabilities § Do you

Choosing a Learning Management System Distinguish between Must-have and Nice-to-have capabilities § Do you need to protect individual profile data § The LMS selected needs to be able to serve or Personal Identifiable Information (PII) like ID numbers, addresses, or names? organizational goals. § Is there a need to certify or test the § What level of ID and password protection do you need? Security Functionality § Do you need periodic prompts for § What is the ease of creating new users to change their passwords? § Are there any accessibility requirements that your users will need? § Will you need the LMS to have specific assistive technologies? § Examples: Text-to-speech, Speech Recognition, High Contrast Color Options, Screen Magnifier user? § What is the ease of transferring existing content into the LMS? DEFINE YOUR REQUIREMENT S content in the LMS? § Will the LMS need to work across a wide variety of operating systems? Accessibility Efficiency & Compatibility § Do you expect the LMS to be able to be used across multiple platforms (Mobile, PC, Tablet)?

Learning Management Systems Comparison Matrix TIP: Many LMS software companies offer reduced or special

Learning Management Systems Comparison Matrix TIP: Many LMS software companies offer reduced or special rates for non-profit organizations. It never hurts to ask! LMS PRIMARY SOURCE OVERVIEW COMPLEXITY FLEXIBILITY FUNCTIONAL RICHNESS Definitions Basic information on the LMS tool Takes into consideration time to market, what type of skills are required to implement and support, ease of user interface, ease of creating content Multi-platform support: Mobile, tablet, personal computer What is the extent of the products capabilities to customize learning paths, tip sheets, online videos, knowledge checks/ testing, selfdirected learning, multi-lingual, gamification? Atutor (Open Source) Atutor is "an Open Source LMS, used to develop and manage online courses and to create and distribute interoperable e. Learning content. " Higher complexity to implement and support, simple interface Easy. LMS Easy LMS is all about "No technical skills needed. " COMPLIANCE COST User tracking and reporting & analytics What are some of the cost considerations (licensing, infrastructure, support)? Available tracking No cost for licensing or support, possible costs for infrastructure Web-based only Extensive customization options Low complexity, extensive support network, easy to create content, extensive existing content Web-based only Extensive customization options, integration with other systems Available tracking Monthly fees for service, infrastructure included Edsby "Edsby is the most comprehensive digital learning and data system available for K-12" Low complexity, extensive support network, easy to create content, extensive existing content Web-based only Extensive customization options, integration with other systems Available tracking Contact Edsby for licensing fees Google Classroom "aims to simplify creating, distributing, and grading assignments in a paperless way. " Higher complexity to implement and support, simple interface Multi-platform support: Mobile, tablet, personal computer Available tracking No cost for licensing or support, possible costs for infrastructure Extensive customization options Note: This is just a sample of hundreds of Learning Management Systems that exist on the market. Please research LMS options that may best fit your organization and use case.

Learning Management Systems Comparison Matrix (Continued) TIP: Many LMS software companies offer reduced or

Learning Management Systems Comparison Matrix (Continued) TIP: Many LMS software companies offer reduced or special rates for non-profit organizations. It never hurts to ask! Learning Management System OVERVIEW COMPLEXITY FLEXIBILITY FUNCTIONAL RICHNESS COMPLIANCE COST Definitions Basic information on the LMS tool Takes into consideration time to market, what type of skills are required to implement and support, ease of user interface, ease of creating content Multi-platform support: Mobile, tablet, personal computer What is the extent of the products capabilities to customize learning paths, tip sheets, online videos, knowledge checks/ testing, selfdirected learning, multi-lingual, gamification? User tracking and reporting & analytics What are some of the cost considerations (licensing, infrastructure, support)? Moodle (Open Source) Moodle states they are "the world's most popular learning management system". Low complexity, extensive support network, easy to create content, extensive existing content Multi-platform support: Mobile, tablet, personal computer Extensive customization options Extensive available tracking No cost for licensing or support, possible costs for infrastructure Open ed. X (Open Source) Open EDX aims to "deliver inspiring learning experiences on any scale. " Low complexity, extensive support network, easy to create content, extensive existing content Web-based only Extensive customization options, integration with other systems Available tracking Contact Open ed. X for licensing fees Schoology Through their Power. School, Schoology is "supporting over 45 million students in over 80 countries. ” Higher complexity to implement and support, simple interface Multi-platform support: Mobile, tablet, personal computer Extensive customization options, integration with other systems Available tracking Contact Schoology for licensing fees Talent. LMS is all about "ease and convenience“ and promises "effective e. Learning". Low complexity, extensive support network, easy to create content, extensive existing content Multi-platform support: Mobile, tablet, personal computer Extensive customization options, integration with other systems Available tracking Monthly fees for service, infrastructure included Note: This is just a sample of hundreds of Learning Management Systems that exist on the market. Please research LMS options that may best fit your organization and use case.

Change Management While you are exploring different Learning Management Systems, it is important to

Change Management While you are exploring different Learning Management Systems, it is important to secure buy-in from your various stakeholders and have a change management plan for transitioning to the LMS: • Identify your stakeholders and communicate why transitioning to an LMS will be advantageous to them. This includes securing buy-in from: § Senior leaders § Managers/Instructors/Administrators § Learners • Involve end users in user testing and demo sessions as partners-in-change • Create clear user guides and conduct training sessions on use of Learning Management System • Share proof of success by collecting and reporting on data system usage and user feedback • Identify product owner(s) for the LMS who will help set standards and promote best practices for users on an ongoing basis

Questions? Contact us at tech. for. social. good@jpmorgan. com

Questions? Contact us at tech. for. social. good@jpmorgan. com