Operating ProcedureExecution layer

LMS Content Migration Gate (Onboarding)

A checklist with 8 steps: Inventory all existing training assets and map them to target learner personas.

By InnovaAI ResearchPublished

checklist

LMS Content Migration Gate (Onboarding)

  1. 01

    Inventory all existing training assets and map them to target learner personas

    Catalog slide decks, PDFs, videos, and legacy SCORM packages, then tag each asset by audience (employee, client, partner) and by lifecycle stage (onboarding, compliance, upskilling).

  2. 02

    Audit each asset for currency and accuracy against current product or policy versions

    Flag any material that references outdated features, pricing, or regulations. For agencies, stale client-facing training can damage credibility and create compliance exposure.

  3. 03

    Define the migration sequence by business priority, not by file size or ease of upload

    Start with compliance-critical and new-hire onboarding content, since those have the highest risk if missing. Defer nice-to-have libraries until core paths are live.

  4. 04

    Establish a consistent naming convention and folder taxonomy before importing anything

    Use a scheme like Audience_Product_Topic_Version so admins and learners can find content without searching. This prevents the 'expensive, unused repository' failure mode.

  5. 05

    Convert legacy formats to the target LMS's native or standard-compliant formats

    For example, rebuild Flash-based modules as HTML5 or MP4, and validate SCORM packages against the new platform's runtime. Tools like Docebo and Absorb LMS support SCORM but may require version checks.

  6. 06

    Run a pilot import with a small, representative content set and test on multiple devices

    Verify that courses launch, track progress, and report completions correctly on desktop, tablet, and mobile. Catch issues before mass migration.

  7. 07

    Execute the migration in waves, with a rollback plan for each wave

    Migrate one department or content category at a time, then confirm learner access and admin reporting before moving to the next wave. Keep a backup of the source files.

  8. 08

    Document the migration outcome and hand off a content map to the delivery team

    Record what was moved, what was retired, and what remains in progress. This handoff ensures the client or internal team knows exactly where each asset lives and who owns it.