Practical checklist

LMS/SIS Readiness Checklist

A practical checklist for understanding whether your records, roles, course structures, and compliance workflows are ready for an LMS/SIS implementation.

Best for

School leaders, registrars, academic directors, and operations teams.

Current systems

List every system that stores student, course, grade, attendance, payment, or document data.
Identify the source of truth for each record type.
Flag duplicate records that staff currently reconcile by hand.

Workflow readiness

Map who creates, reviews, updates, and approves each critical record.
Document the handoffs that depend on email, memory, or one staff member.
Separate workflows that must be automated from those that only need clearer ownership.

Launch requirements

Define which staff roles need training before launch.
Create a migration plan for active students and historical records.
Choose the first reporting views leadership needs to trust the new system.

FAQ

Questions teams ask before using this guide

Should we use this before talking to vendors?

Yes. The checklist helps leadership define the records, roles, and workflows a vendor or build partner must support before pricing or demos shape the conversation.

Can INSIGHT turn the checklist into an implementation plan?

Yes. INSIGHT can convert the readiness findings into a phased LMS/SIS roadmap, migration backlog, staff training plan, or platform configuration scope.

Want the working version for your school?

INSIGHT can turn this checklist into a mapped workflow, implementation backlog, or staff-ready operating playbook.

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