Define your goals. I want to make it easier for teachers to do their jobs by consolidating the number of platforms they need to access.

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The learning management system (LMS) has become an essential tool for teachers when managing and delivering online curriculum, while helping students reach learning objectives in a fun, engaging, personalized way. However, there may come a time when your LMS is not meeting expectations, or simply isn t in alignment with your goals, mission or the way you want to manage your curriculum. Making the decision to switch your LMS isn t an easy one, so we ve provided this guide to help you think through the process before you actually commit.

I want to make it easier for teachers to do their jobs by consolidating the number of platforms they need to access. We need a better way to facilitate communication and collaboration between parents, students and teachers. 1 Before Define your goals delving into any migration, it s important to define why you re considering migrating in the first place. This will help you better understand all of the options available by weighing them against your stated goals. 2 7 Steps to Take Before You Make the Switch

I would like to use the platform for organizing and delivering Professional Development for our staff. I m looking for a more secure and organized online learning environment for our students. I need a more effective way to manage and align curriculum and assessments and to bring content together from various sources. You may even choose to migrate because your current LMS vendor has discontinued its product, or you re unhappy with the vendor relationship. Whatever the reasons, be sure: üü they ve been documented üü you ve gotten approval and support from the top üü these goals guide everything you do from this point forward 7 Steps to Take Before You Make the Switch 3

2 Assemble the team As with any major project, you ll want to start by gathering the resources you need to make the migration successful. This includes forming a team of champions and leaders from a variety of areas to support the project, including IT, SIS, curriculum experts, project managers, database administrators, and a vendor partner to help guide you through the entire process. When evaluating your LMS vendor, check to be sure they have strong project management processes in place and are prepared to work closely with your school or district leadership team to ensure the best possible outcomes. 4 7 Steps to Take Before You Make the Switch

3 Review current course design and document the improvements needed You ll save yourself and your colleagues a lot of headaches if you take time to review your curriculum and make improvements before you begin the migration process. Making improvements begins with understanding what the new platform can do above and beyond your current platform. For example, are there more effective ways to distribute curriculum and ensure that teachers are teaching to content standards? If your new LMS allows content and resources to be aligned with learning objectives, be sure to map those now. Another area to pay attention to includes the types of assessments offered. If the new platform incorporates ways to track offline activities or eportfolios, these should be considered in design improvements. Also, determine how the platform can allow students to work on the Four C s: creativity, critical thinking, communication, and collaboration. Review existing layouts and course design and compare them to the specs of the new LMS. This will allow you to troubleshoot any incompatibilities between the way the current and the new LMS store courses, making the transition smoother for everyone. Take advantage of this time to clean house, removing content that no longer meets the pedagogical direction you are taking. This might include purging worksheets and other more traditional materials. 7 Steps to Take Before You Make the Switch 5

What are our policies regarding security, and the setup of our user profiles and permissions? Which types of users need to have access to certain features or interfaces? Can we restrict certain users from creating courses, or modifying the master calendar? 4 To Review your IT policies ensure that the new LMS will stand the test of time in your environment, you ll need to revisit your IT policies and ensure that the platform is in compliance with those policies. 6 7 Steps to Take Before You Make the Switch

Can we have guidelines in place for dashboard design to ensure consistency and maximum usability? Can we integrate with our current SIS for the creation and synchronization of users, groups and courses? Can we utilize single sign on (SSO) to authenticate our users so they don t have to memorize yet another user name and password? For instance, do you typically provide a testing environment or a sandbox to provide users early access to any new systems? A sandbox allows teachers to get a better sense of what s possible, feel more comfortable with the platform, and helps them provide valuable input into critical phases of the project, including the course review process. 7 Steps to Take Before You Make the Switch 7

5 Determine the scope and plan for data, content and course migration Making sure all of your data, content and courses come through to the new platform in the format you require, and with no loss, is probably one of the most critical pieces to consider when switching to a new platform. The key is to find the most efficient way to migrate materials that also fits in with the way your school or district chooses to manage its curriculum. Taking advantage of LMS features such as course templates, course planners and sandbox courses will help facilitate the migration process and provide a solid starting point and guidance for teachers. 8 7 Steps to Take Before You Make the Switch

Possible Migration Scenarios Mass Migration Crowdsourced Best Practice Focused Teaching Strategy Focused Import courses as templates, including curriculum guides Pre-populate library with resources created by teachers and curriculum staff Create best practice course templates Create sandbox courses Make use of LMS course planner, align units to standards Sandbox courses created by teachers Use of standardsaligned planner Focus on a specific strategy (i.e. Universal Design for Learning) Import publisher content into library Extensive professional development and school level support Focus on studentcentered learning Courses designed for teacher collaboration and to ensure lessons reach the broadest range of children 7 Steps to Take Before You Make the Switch 9

Teaching Strategy Focused: Real-World Migrations The Bartholomew Consolidated School Corporation has grounded all of its district work in the Universal Design for Learning teaching strategy. They began designing their district-level resource courses for migration with that framework in mind. Initial courses were developed for secondary math, science and English, as well as all content areas at the elementary level. Bartholomew Consolidated School Corporation (Columbus, Indiana) Mass Migration: Houston ISD developed and pushed out 210 course templates to their teachers during their LMS migration and consolidated all of their learning materials so teachers wouldn t have to go to multiple sources to find them. Each course housed district-level curriculum documents, a unit structure populated with resources, and a course planner aligned to standards. In addition, they loaded publisher content into the library during migration for all teachers to access. Houston ISD (Houston, Texas) Forsyth County School District (Forsyth County, Georgia) Crowdsourced: Forsyth County School District spent time harvesting and creating secondary math and English language arts resources for the content library to prepare for their migration. In addition, Forsyth built sandbox courses in which their teachers could play and collaborate with others. In order to provide both instructional and technical support for its new LMS, they developed a district-wide professional development plan and provided instructional technology specialists at each school. 10 7 Steps to Take Before You Make the Switch

Best Practice Focused: In order to prepare for their LMS migration, Harford County Public Schools formed curriculum writing teams in three areas: 8th Grade US History, High School Geohazards, and Elementary Media. These groups focused on building a best practice course template, which featured a standards-aligned planner and a course that was rich with digital lessons and student-centered activities. Harford County Public Schools (Bel Air, Maryland) This is a huge undertaking, and we re very thankful and very lucky that we chose a partner that is willing to work with us so closely. Beatriz Arnillas, Senior IT Manager, Houston ISD 7 Steps to Take Before You Make the Switch 11

6 Develop communications and professional development plans In order to help prepare your organization for the changes that come with the switch to a new LMS, you ll need to develop communication and professional development plans for all stakeholders, including administration, leadership, teachers and support staff. 12 7 Steps to Take Before You Make the Switch

You should also consider recruiting champions and peer mentors for the new LMS in order to create a grassroots effort to help increase adoption and success. When creating a professional development plan, keep in mind that giving teachers ample time to collaborate, and providing school-level support are two ways to ensure a successful professional development program. You should also consider managing and delivering your program using the LMS your teachers will be using. This not only allows you to model what you expect them to do with the platform, but gets users more comfortable with the environment, increases adoption and encourages collaboration in course development. At minimum, the communication plan should: üü identify who will deliver which message, and to which audiences üü specify the type, approach and format of the message üü include a communications schedule üü define required resources üü describe how to measure the effectiveness of communications via feedback tracking and other metrics 7 Steps to Take Before You Make the Switch 13

If your LMS offers a testing environment, let your teachers create courses, work with content and upload resources without fear of breaking something. Taking a trial run will help your teachers feel more comfortable when it comes time to work with the live system, and acting on their feedback will ensure that you create an environment that helps address and even exceed their specific teaching needs. 7 Test and troubleshoot to ensure go-live readiness Once you have all of these elements in place, you ll want to make sure that the new LMS is ready for prime time, which includes testing your platform and repairing any bugs that may be found. 14 7 Steps to Take Before You Make the Switch

LMS Migration Checklist ACTIONS COMPLETE? 1 2 3 4 5 6 7 DEFINE YOUR GOALS ASSEMBLE THE TEAM REVIEW CURRENT COURSE DESIGN, AND DOCUMENT IMPROVEMENTS NEEDED REVIEW YOUR IT POLICIES DETERMINE THE SCOPE AND PLAN FOR DATA, CONTENT AND COURSE MIGRATION DEVELOP COMMUNICATIONS AND PROFESSIONAL DEVELOPMENT PLANS TEST AND TROUBLESHOOT TO ENSURE GO-LIVE READINESS 7 Steps to Take Before You Make the Switch 15

Where to go from here If you re confident that your new LMS is up to the challenge, and you re ready to take on the migration process yourself, then it s time to move forward with the switch. However, if you prefer to have the guidance of a partner with years of instructional expertise and a proven platform in the K-12 LMS space, contact an itslearning education consultant today. With extensive experience in large migrations, a dedicated implementation team, and pedagogical experts to help guide the transition, we can help you manage your migration project from beginning to end using our specially developed processes. We ll be with you every step of the way to ensure that you get the most value and highest return on learning. 888-853-2761 www.itslearning.net itslearning is a cloud-based learning platform used by millions of people around the world. It can be found at all levels of education, from primary schools to universities, helping teachers make education more inspiring and valuable for today s students. We provide a full range of services, from simple training sessions to full-scale implementation projects. Established in 1999, we have our headquarters in Bergen, Norway, and have offices in London, Birmingham, Berlin, Paris, Mulhouse, Malmö, Enschede and Boston. itslearning inc, 300 Washington Street One Gateway Center, Suite 702, Newton, MA 02458, USA email: briefing@itslearning.com