Nov 13, 2025
FREE: The LMS Planning Pack - Tools to Clarify Your Learning Platform Strategy
Words by
Kaine Shutler
Download now
If you’re exploring a new LMS or planning the next stage of your learning platform, the quickest way to lose time and money is to jump into demos and sales calls before you understand what the platform needs to achieve. Most LMS projects go off track not because the tech is wrong, but because the direction was never clear.
The LMS Planning Pack is a free set of lightweight tools to help you build that clarity before you make any major decisions.
In this post, you’ll see what’s inside, why this early work matters, and how it helps you move faster when you’re ready to build.
Why early planning matters more than most teams expect
Teams often start with enthusiasm and a rough wishlist, then hit alignment problems once development begins. Vague goals, unclear workflows, and assumptions about learner behaviour become expensive to fix later.
Spending a small amount of structured time upfront helps you:
uncover the real issues with your current platform
surface internal misalignment before it slows the project down
define the outcomes your next platform needs to deliver
avoid choosing tools that cannot support your growth
shorten the build phase because the direction is already set
Good planning protects the budget and keeps the project on track from day one.
What’s inside the LMS Planning Pack
The pack includes four simple tools that help you shape a complete, outcome-focused picture of your learning platform needs.
1. Problem Definition Canvas
A quick way to clarify what’s actually getting in the way for learners, instructors, and operations so you’re solving the right problems.
2. Success Metrics Worksheet
Identify the KPIs and business outcomes that matter so decisions are anchored to measurable impact, not guesswork.
3. Alignment Checklist
Spot gaps in readiness, resourcing, or internal clarity before they become friction later.
4. Off-the-Shelf vs Custom Decision Framework
Evaluate whether standard LMS platforms can serve your goals or whether your trajectory points toward a custom solution.
These tools are simple to complete and easy to share with your wider team.
Who this planning pack is for
It’s a good fit if you:
are researching LMS options and want to avoid blind alleys
are preparing for a rebuild and need internal alignment
are weighing off-the-shelf LMS platforms against custom builds
know your current setup is holding you back but can’t yet articulate why
want a structured approach to shaping your next steps
No technical expertise required. It’s built for founders, learning leads, and operations teams who want clarity before committing.
Why we created this
We design and build learning platforms for training providers across the US, UK, and Europe. The difference between smooth projects and chaotic ones is almost always the same. Teams that invest in early clarity avoid most of the problems that slow everyone else down.
This pack gives you that thinking space without needing a consultant or a full discovery phase. It helps you enter the planning or vendor-selection stage with a clear head and a shared internal understanding.
Download the LMS Planning Pack
If you want a structured way to define your goals, challenges, and requirements, you can download the full pack below.
Download the LMS Planning Pack
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