Learning Management System Needs Assessment Learning Management System Needs Assessment Name* First Last WBC Name* How comfortable is your team with virtual meetings, workshops, or webinar-type events?* Very Comfortable. We’re meeting virtually with clients and delivering workshops often. Somewhat Comfortable. We’ve hosted a few sessions with minimal issues. Not Very Comfortable. We’ve hosted a few sessions but had problems that made us not do more of them. Not Sure / Not Started. We might be comfortable running virtual sessions, but we haven’t tried. What tool is your team currently using to deliver virtual workshops or education?*Check all that apply. Select All Zoom Meetings/ Webinars GoToMeeting Microsoft Teams Google Meet/ Hangouts/ Webinar Other What "Other" virtual meeting tool does your organization utilize for workshops and education offerings?*How many training events per month does your team deliver (or plan to deliver on average)?* 0-5 per month 6-10 per month 11-15 per month 15 or more per month How Are Educational Programs currently developed within your team?*(Select All That Apply) Select All In House – Our team develops content that clients receive External Experts/Speakers – We coordinate with external experts to deliver workshops Purchased or “Off-The-Shelf” Content – We purchase or use other training catalogs for course materials Languages Needed for Training Content*Check all of the boxes in which you offer training. Select All English Spanish Mandarin Vietnamese Navajo Armenian Russian Korean Tagalog Cantonese Thai Farsi Japanese Khmer Hmong Arabic Do you currently have a web designer (freelance or in-house) to create website materials for training?* Yes No Not sure Which seems to be the biggest benefit for your program with online training/LMS?* Reach more potential clients with no additional resources Provide personalized education experiences to develop loan readiness Organize and automate virtual live workshops and training Streamline reporting processes and achieve data consistency Rank in order of importance what your online learning platform should provide:Online Videos, Resources, and CertificatesWorkshop / Virtual Event Registration and Attendee ReportsCohorts and Groups for ClientsContent Sharing Between WBC’sDoes your team have the resources to manage a learning platform? (Think reporting, new course setup, and configuration, workshop scheduling, emails, etc.)* Yes – We have resources that can setup new courses, reports, and manage schedules, etc. No – We do not have a person that could add this responsibility at this time. Not sure – It would depend on how many training events we create with the new platform. Select the other systems your organization currently uses for operations and marketing.*(Select All that Apply)Email Automation / Email Marketing PlatformCRM PlatformWebsite and/or Landing Page BuilderReporting and Analytics Tools Δ
