FREE READINESS RESOURCE
Learning Systems Readiness Checklist
Use this checklist to quickly assess whether your learning or training program has the core pieces needed to operate consistently, scale responsibly, and support the people responsible for delivering it.
Mark each statement Yes, Partially, or Not Yet. The areas with the most Partially/Not Yet responses are where operational risk and improvement opportunities are usually concentrated.
1. Strategy & Outcomes
- We can clearly explain the business, academic, workforce, or performance problem this program is intended to solve.
- The intended learner/participant population is clearly defined.
- Success measures are defined beyond simple completion.
- Leadership understands the resources and ownership required to sustain the program.
2. Curriculum & Learning Design
- Learning outcomes, competencies, or performance expectations are documented.
- Content and activities clearly align to those outcomes.
- Assessments provide meaningful evidence of learning or performance.
- Facilitator/instructor expectations are documented and consistent.
- Content has an established review/update process.
3. LMS & Learning Technology
- Our LMS/platform supports the actual learning and reporting requirements of the program.
- Roles and permissions are understood.
- Course/program templates and naming conventions are consistent.
- Learners and staff have a defined support process.
- Integrations and manual workarounds are documented.
4. Operations & Ownership
- Each major workflow has a clear owner.
- Critical processes are documented rather than living only in staff knowledge.
- Handoffs between teams are defined.
- Recurring administrative tasks are standardized.
- The program can continue if a key person is unavailable.
5. Learner & Facilitator Experience
- Learners know what to do, where to go, and what success looks like.
- Facilitators/faculty have the materials and guidance needed to deliver consistently.
- Common learner questions and failure points are known.
- Accessibility and usability are considered during design.
6. Quality, Compliance & Documentation
- Required policies, approvals, and quality standards are documented.
- Program changes are tracked.
- Records and evidence can be produced when needed.
- There is a repeatable quality review process.
7. Data & Improvement
- We collect data that actually informs program decisions.
- Reporting responsibilities are defined.
- Feedback from learners, instructors, employers, or stakeholders is reviewed regularly.
- Improvement priorities are documented and assigned.
8. AI & Automation Readiness
- We know which repetitive tasks consume the most staff time.
- Our core processes are documented before attempting to automate them.
- We understand where human review must remain in the workflow.
- We have a practical use case for AI rather than adopting tools without a defined problem.
How to Interpret Your Results
Mostly Yes: Your foundation is relatively strong. Focus on targeted optimization rather than broad redesign.
Several Partially responses: Your system is functioning, but inconsistency and operational friction may be limiting scalability.
Multiple Not Yet responses: Prioritize the highest-risk areas before adding new technology, content, or automation.
This checklist is a directional self-assessment—not a substitute for an organization-specific review.
See More Gaps Than You Expected?
A Fit Call can help determine whether you need a focused improvement project or a structured Learning & Training Systems Diagnostic.