Client Information
Section 1 — Organizational Context
Employees
Managers / Leaders
Professionals seeking initial certification or licensure
Professionals completing recertification requirements
Learners participating in professional development (PD)
Learners earning CEUs or continuing education credits
Members of a professional or trade association
Customers or external audiences
Partners / Resellers
Contractors or contingent workforce
Students or pre-professional learners
Select all that apply.
Primarily recurring
Primarily episodic
A mix of both
Section 2 — Learning Goals & Use Cases
Compliance / regulatory training
Certification or credentialing
Recertification or renewal tracking
Onboarding
Skills development / upskilling
Leadership development
Sales or partner enablement
Career pathway development
Knowledge management
Select all that apply.
Fully prescribed courses and programs
Blended (structured + self-directed)
Primarily self-directed / exploratory
Yes, rule-based (role, credential, job function)
Yes, adaptive or AI-assisted
No, same experience for all
Not sure
Section 3 — Content Standards & Interoperability
SCORM 1.2
SCORM 2004
xAPI (Experience API)
cmi5
AICC (legacy)
LTI (Learning Tools Interoperability)
Unsure / need guidance
Yes
Possibly in the future
No
HRIS
CRM
Talent or performance management systems
Credentialing or certification systems
Business intelligence / analytics tools
External apps or mobile tools
Section 4 — LMS, LXP, and LRS Requirements
LMS (course management, tracking, compliance)
LXP (discovery, personalization, social learning)
LRS (learning data collection and analysis)
Unsure / seeking recommendation
Select all that apply.
Track learning beyond the LMS
Aggregate data from multiple systems
Support certification audits or regulatory reporting
Advanced analytics and insights
Standard completion and compliance reports
Certification and recertification status tracking
Custom dashboards
Executive-level summaries
Longitudinal learning history
Section 5 — Career Path & Credential Management
Yes, clearly defined pathways
Yes, loosely structured
Not currently
Role- or credential-based learning pathways
Competency or skills frameworks
Digital badges or micro-credentials
Certifications with expiration and renewal rules
CEU or credit tracking
Manager or administrator visibility
Section 6 — Content Strategy
Internally developed content
Third-party content libraries
User-generated content
External links and resources
Articulate
Adobe Captivate
Lectora
Rise
Custom or in-house tools
None currently
Mobile learning
Offline access
Video-based learning
Scenario-based or simulation learning
Assessments beyond quizzes
Section 7 — User Experience & Administration
Ease of use
Modern interface
Personalization
Search and discovery
Social or collaborative learning
Tip: If you only want 3 selections, enforce that in your process or add custom JS validation.
Ease of system administration
Automation (enrollments, reminders, renewals)
Scalability over time
Data security and privacy
Section 8 — Technical & Governance
SaaS / cloud
Private cloud
On-premise
No preference
GDPR
SOC 2
ISO standards
WCAG 2.1 AA or higher
Section 508
Industry-specific regulations
Section 9 — Budget & Timeline
< $10,000
$10,000–$50,000
$50,000–$150,000
$150,000+
Immediate (0–3 months)
Short-term (3–6 months)
Long-term (6–12 months)
Section 10 — Open Input
Status: Ready
Review & Confirm
Please review your answers and the recommendation flags. If everything looks right, confirm to enable Submit.