LMS Selection Scorecard: Free Download for Regulated Teams

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A ready-to-use scorecard and evaluation guide for choosing a learning management system in a regulated company, in Microsoft Word.

Download: LMS Selection Scorecard Toolkit (Word)

A Word document with a one-page scorecard and evaluation guide, structured around the documentation expectations of regulated environments: 21 CFR Part 11, ISO 13485, 21 CFR 211.25, and ISO 9001-based programs such as IATF 16949 and AS9100. Open it, copy it for each evaluator, and start scoring.

What’s included:

✓ One-page scorecard: seven questions, with score boxes for up to three options
✓ Header block for organization, evaluator, and date
✓ Five-point scoring scale, with a maximum of 35 points per option
✓ Evaluation guide: six-step process, who scores which questions, and a deep dive on each question
✓ Eight-step demo scenario built on a revised procedure and the retraining it triggers
✓ AI controls checklist, capability checklist, glossary, and regulatory sources

What’s Inside

A One-Page Scorecard

Seven rows, one per question, with a score box for up to three options and a total out of 35. Fill it in live during a demo, or print it and write on it.

A Scale That Rewards Evidence

Scores run from 1 to 5. A capability shown live on your own scenario earns more than one described on a slide, and a claim the vendor cannot show or document earns no more than a 2.

Question Cards With Evidence & Warning Signs

Each of the seven questions has its own card: why it matters, what to ask, the evidence that earns a 4 or 5, and the warning signs to watch for.

A Demo Scenario You Can Hand to Every Vendor

Approve Revision C of an incoming inspection procedure, assign the retraining, capture an assessment and a signature, check effectiveness, hold CAPA closure until training is verified, and retrieve the evidence. Every vendor runs the same work, so the scores compare like with like.

Fully Editable Word Format

No new software to learn. Add the options you are comparing, copy the scorecard for each stakeholder, and keep your notes in one file.