RFP requirements template

Know what your LMS has to do before you shortlist.

42 requirements in 6 sections to select, weight and assign by department before the first vendor conversation. Keep what applies to your organization and drop the rest.

  • RFP templates
  • 42 requirements
  • Updated Oct 2026
  • Published Oct 2026
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About this template

A starting set of LMS requirements for an organization choosing or replacing its learning platform: 42 requirements in 6 sections, from authoring and the learner experience to assessment, reporting, integration and security.

It is written for learning, HR and IT leaders who have to agree on one list before vendor demos shape it. Each section says why it matters; the rows are written to be scored, so every vendor answers the same question.

How to use it

Start with the sections, not the requirements. Decide which sections carry the most weight for your organization, then go through the rows in each one and drop what does not apply. A regulated employer will weigh assessment and certification and reporting heavily; a company training a distributed, mobile workforce will put its weight on the learner experience and integration.

Put the same list to every vendor, in the same words, and ask for a score and evidence on each line. A requirement list only compares vendors fairly when every vendor answers the same questions. Olive's Requirements and Scoring and comparison pages show how the list becomes a scored comparison.

The learning itself

These three sections cover how content is built and managed, what learners experience, and how learning is assessed and certified. Completion rates are decided here, before any report is run.

01

Course authoring and content

7 requirements

Most organizations have content in several formats from several sources. How the platform imports, builds, versions and organizes it decides how much of the learning team's time goes to administration.

  1. Standards supportImport and play SCORM, xAPI and cmi5 packages, and host video, documents and web links as learning objects.
  2. Built-in authoringCreate courses, lessons, quizzes and microlearning in the platform without a separate authoring tool.
  3. Content library and versioningA central library with tags, ownership, version history and controlled republishing to enrolled learners.
  4. Learning paths and curriculaSequenced paths with prerequisites, due dates and recurring requirements, assigned by role, location or group.
  5. Blended and instructor-led trainingSessions, rooms, instructors, waitlists and attendance for classroom and virtual events alongside online content.
  6. Multilingual contentCourse content and the interface in the languages your workforce uses, with per-language versions of the same course.
  7. Third-party content integrationCatalog integration with external content providers, with completions reported back to the learner record.
02

Learner experience

7 requirements

Learners who cannot find or finish training do not finish it. A clear home page, search, mobile access and notifications matter more to completion than any feature on an administrator's list.

  1. Personalized learner homeAssigned, in-progress and recommended learning on one page, with due dates and progress visible.
  2. Mobile applicationA native or responsive mobile experience with offline access to downloaded content and synced progress.
  3. Search and discoverySearch across the catalog by title, topic, skill and format, with filters and recommendations.
  4. Notifications and remindersConfigurable email, mobile and in-platform reminders for assignments, due dates and expiries.
  5. Social and collaborative learningDiscussions, comments, ratings and peer sharing attached to courses, moderated by administrators.
  6. AccessibilityConformance with current accessibility standards for the learner interface and the content player, with the conformance report shared.
  7. GamificationPoints, badges and leaderboards that administrators can switch on per program.
03

Assessment and certification

7 requirements

For compliance and skills programs, the assessment is the point. Question banks, proctoring options and certifications with expiry dates are what make completion mean something.

  1. Question banks and randomizationReusable question banks with randomized selection and answer order, by question type and difficulty.
  2. Assessment typesQuizzes, graded assignments, observation checklists and practical sign-offs by a manager or assessor.
  3. Certifications and expiryCertifications awarded on completion with expiry dates, recertification paths and automatic re-enrollment.
  4. Pass criteria and attemptsConfigurable pass marks, attempt limits, time limits and feedback by answer.
  5. Compliance assignment rulesRequired training assigned automatically by role, location, hire date or regulation, with grace periods.
  6. Skills and competency trackingSkills gained from learning recorded on the learner profile and reportable against role requirements.
  7. Audit-ready recordsCompletion records with timestamps, scores and acknowledgements that satisfy an auditor, exportable per learner.

Insight, integration and control

These three sections cover what managers and compliance teams see, how the platform fits the HR and identity systems, and how learner data is protected. They decide whether the LMS is a system of record or a content player.

04

Reporting and analytics

7 requirements

Compliance status, completion rates and the effectiveness of programs are the questions the learning team is measured on. Managers need their team's status without asking for it.

  1. Compliance dashboardsRequired-training status by organization, location and manager, with overdue and expiring views.
  2. Manager reportingManagers see their team's assignments, progress and completions, and can assign and remind.
  3. Custom report builderAdministrators build and schedule reports across learners, courses and results without developer help.
  4. Assessment analyticsScores, pass rates and question-level analysis to improve content and spot knowledge gaps.
  5. Program effectivenessCompletion, time to complete, engagement and survey feedback by program and over time.
  6. Scheduled distributionReports delivered on a schedule to managers and stakeholders in their chosen format.
  7. Data export and BI accessGoverned access for an external BI tool and scheduled exports of learner and completion data.
05

Integration

7 requirements

Learners, roles and managers come from the HR system; identity comes from the directory; completions go back to HR and talent tools. Without integration, administrators maintain two org charts.

  1. HR system integrationAutomated sync of learners, roles, locations, managers and terminations from the HR system of record.
  2. Single sign-onSSO through your identity provider, with just-in-time provisioning where needed.
  3. Documented APIsPublic REST or equivalent APIs for learners, enrollments, completions and content, with sandbox access.
  4. Collaboration tool integrationLearning surfaced and launched from the collaboration and productivity tools employees already use.
  5. Talent and performance integrationCompletions and skills feeding performance, succession and development plans in the talent system.
  6. Video and virtual classroom integrationNative connections to the video conferencing platform for virtual sessions, with attendance captured.
  7. Content provider connectorsMaintained connectors to external content libraries, with the catalog and completions synchronized.
06

Security and administration

7 requirements

The LMS holds personal data and compliance evidence. Delegated administration, access by organization and a dependable audit trail keep it trustworthy as it grows.

  1. Role-based and delegated administrationAdministrator roles scoped to organizations, locations or audiences, so local teams manage their own learners.
  2. Multi-tenant or branded portalsSeparate branded portals for business units, partners or customers on one platform, with shared or separate catalogs.
  3. Audit trailLogs of administrative actions, enrollment changes and completion edits retained for the compliance period.
  4. Data privacy and residencyData stored in stated regions, retention and erasure tools, and the vendor's certifications current and shared.
  5. Sandbox environmentA test environment for content, configuration and integration testing before release.
  6. Release managementA published release schedule with notes in advance and the ability to preview changes.
  7. Data export and portabilityA complete export of learner records, completions and content in open formats at any time.

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