Kicking Off UniversitySite - Agenda

Congratulations on your decision to purchase UniversitySite, our flagship Learning Management System.

This article will help you understand what to expect for the first meeting to kick off UniversitySite at your firm by providing an agenda for that call.

Agenda

Expected Attendees:

  • Training Manager
  • Other interested Managers (HR/PD, etc.)
  • At least one technical contact

Technical items 

(These are normally discussed first, so your technical team member can get off the call afterwards.)

Note: Details for the technical items below are here.

  • Determine which form of SAML authentication for SSO (Single Sign-On) your firm wants to use for UniversitySite.
  • Answer any questions concerning the technical aspects of the installation and security.
  • Identify a data source for configuring your User Data Sync (typically a view from an HR database or Active Directory).
  • Follow-up meeting with technical team member for User Sync—estimate 1 hour.

LMS Team Items

  • General project flow and typical timeframes for:
    • Install
    • Configuration
    • 3 x 1.5 hour online training sessions
  • Remaining Questions?

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