Most organizations don’t suffer from a lack of content—they suffer from a lack of coherence. Teams juggle separate vendors for onboarding, compliance, soft skills, leadership, and systems training. Assets live in different platforms, follow different standards, and rarely add up to a clear transformation story. This checklist helps you scope and compare content and transformation partners on their ability to build a connected learning ecosystem across formats, audiences, and business priorities.
Use this checklist to:
Connect content to transformation goals: Move beyond “we need a course” to “we need to reduce ramp time, improve manager conversations, and support a new operating model”—with clear KPIs.
Evaluate multiformat expertise: Confirm partners can deliver the right mix of modalities—videos, scenarios, simulations, AI roleplay, microlearning, manager guides, performance support—not just a single content type.
Clarify governance and lifecycle: Define how content will be prioritized, reviewed, refreshed, localized, and retired so your library stays relevant and compliant over time.
Decide project vs. managed services: Use a structured rubric to compare one-off project vendors with partners who can provide ongoing road mapping, analytics, and optimization.
What’s inside
• Sections for scope, business alignment, and stakeholder priorities.
• “Questions to ask” covering design approach, industry/regulatory experience, analytics, and change management.
• A weighted scoring model to align L&D, business sponsors, HR, Compliance, and IT on vendor selection.
