TMS Selection Checklist for Training Providers – Free Download

Selecting the right Training Management System (TMS) is a critical decision for training providers. Whether you’re delivering accredited qualifications, short courses, orcontinuous professional development(CPD) training, your TMS must support operational efficiency, learner engagement, and regulatory compliance.

This checklist outlines the core functionality and operational features training providers should evaluate when selecting or reviewing a TMS. It serves as a structured guide to help compare systems and identify solutions that align with your delivery model, client expectations, and quality assurance frameworks.

While this checklist offers general guidance, training providers should also account for their specific delivery methods, funding requirements (such as ESFA or levy-funded programmes), industry regulations, and the evolving needs of their learners and clients.

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Here's What's Inside

Our TMS Selection Checklist walks you through the critical areas to consider when selecting a Training Management System. The sections cover steps like:

01

Identifying Your Training Needs

02

Assessing Course and Learner Management

03

Reviewing Assessment and Certification Features

04

Ensuring Compliance and Audit Readiness

05

Evaluating Reporting and Analytics

06

Managing Technical Requirements and Integrations

07

Security and Data Protection

08

Considering Accessibility and Performance

09

Planning, Implementation, and Support

10

Reviewing Pricing and Vendor Reputation

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