blog 16 building custom training at scale how to evaluate your learning partner

Building Custom Training at Scale: How to Evaluate Your Learning Partner

1

Portfolio relevance

Does the vendor’s existing work match your modality complexity (scenario-based learning, simulations, branching video) and your industry’s compliance context?

2

Instructional design approach

Can they show a storyboard-to-finished-module lineage, with documented revision rounds and approval signatures?

3

Technical and standards capability

Do they package to SCORM 2004, xAPI, or both? Have they validated outputs against your LMS/LXP environment? Can they meet WCAG 2.1 Level AA accessibility requirements?

4

Team capacity and staffing model

How do they staff surge capacity? Do they use a dedicated team or a pooled resource model?

5

IP and source-file terms

Who owns the editable source files after delivery? Can you update content without returning to the vendor?

6

Pricing transparency

Are revision rounds included or billed separately? Is the quote based on finished hours of instruction or time and materials?

  1. Business goals and target learner audience
  2. Scope: number of modules, estimated seat time per module, modalities
  3. SME access model and content source materials available
  4. Technical requirements: authoring tool, LMS/LXP platform, output standards (SCORM/xAPI), browser/device support
  5. Accessibility standard (WCAG 2.1 Level AA is the current enterprise baseline)
  6. Localization requirements: languages, regional regulatory variations
  7. Success metrics: completion rates, assessment pass rates, time-to-competency targets
  8. Expected artifacts: storyboards, design system specs, QA test plan, tracking specification, source files
  • You have a documented operating model (intake, design, build, review, QA, deploy, measure)
  • Your RFP specifies technical standards, accessibility requirements, localization scope, and source-file terms
  • Vendor evaluation uses a weighted rubric, not a general impression
  • Your contract addresses revision governance and IP ownership explicitly
  • You have cost benchmarks grounded in finished-hour pricing and complexity level
  • AI-assisted production includes defined HITL checkpoints and audit trail requirements
  • Pilot tasks are part of the selection process before full contract award

Frequently asked questions

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