LMS platform migration proposal: Free template

Customize this free LMS platform migration proposal with Cobrief

Open this free LMS platform migration proposal in Cobrief and start editing it instantly using AI. You can adjust the tone, structure, and content based on your organization size, course types, and integration needs. You can also use AI to review your draft — spot gaps, tighten language, and improve clarity before sending.

Once you're done, send, download, or save the proposal in one click — no formatting or setup required.

This template is fully customizable and built for real-world use — ideal for pitching learning management system (LMS) migration services to schools, universities, healthcare networks, enterprise training teams, or edtech companies. Whether you’re moving from a legacy system or consolidating multiple tools, this version gives you a structured head start and removes the guesswork.

What is an LMS platform migration proposal?

An LMS platform migration proposal outlines your plan to transition learning content, user data, integrations, and settings from one LMS to another. It typically includes migration scope, data transfer methods, user onboarding plans, testing, and pricing.

This type of proposal is commonly used:

• When an organization is switching from one LMS to another due to cost, features, or scalability issues
• To consolidate fragmented systems across departments or geographies
• When moving from self-hosted to cloud-based platforms (or vice versa)

It helps clients understand how the migration will work, what data and content will move, and how you’ll reduce risk during the transition.

A strong proposal helps you:

• Build trust with a detailed, phased plan
• Reduce fears around data loss, user confusion, or training downtime
• Demonstrate experience with multiple LMS vendors and formats
• Clarify scope, dependencies, and responsibilities on both sides

Why use Cobrief to edit your proposal

Cobrief helps you create a polished, decision-ready proposal quickly — with smart AI tools and no formatting friction.

• Edit the proposal directly in your browser: Skip formatting issues and work in a clean, structured template.
• Rewrite sections with AI: Instantly tailor tone, reword technical terms, or align with client-specific needs.
• Run a one-click AI review: Let AI catch vague language, missing phases, or overcomplicated tech explanations.
• Apply AI suggestions instantly: Accept changes line by line or apply all edits at once.
• Share or export instantly: Send your proposal through Cobrief or download a clean PDF or DOCX for delivery.

You’ll save time while delivering a migration plan that feels clear, capable, and credible.

When to use this proposal

Use this LMS platform migration proposal when:

• Quoting migration from one LMS (e.g., Moodle, Blackboard, TalentLMS, Docebo) to another
• Supporting organizations shifting from in-house tools to modern, cloud-based LMS platforms
• Consolidating multiple LMSs into one unified system
• Offering both technical migration and end-user training support
• Assisting clients with data compliance, integrations, or system testing during a platform switch

It’s especially useful when leadership needs a risk-reduced plan and stakeholders are concerned about disruption or data loss.

What to include in an LMS platform migration proposal

Use this template to walk the client through your phased approach to a clean, complete, and well-managed platform transition.

• Project overview: Describe the reason for migration — such as feature gaps, cost savings, scalability, or user experience — and your high-level solution.
• Scope of migration: List what will be migrated — courses, user accounts, learning history, certifications, groups, content files, and system settings.
• Platform compatibility: Confirm source and destination LMS platforms, along with supported formats or known migration constraints.
• Migration phases: Break down the project into phases — planning, data mapping, content migration, system testing, user onboarding, and go-live.
• Content validation: Explain how course structures, SCORM/xAPI modules, quizzes, and progress tracking will be tested post-migration.
• User communication: Outline how learners and admins will be notified, trained, and supported during the switch.
• Integrations and APIs: Note any connected systems that will be re-integrated — such as HRIS, SSO, analytics, or payment systems.
• Timeline and milestones: Provide a phased schedule with clear deliverables, dependencies, and stakeholder checkpoints.
• Pricing: Present your pricing model — flat project fee, phased billing, or support retainer. Note optional services like course redesign or rebranding.
• Next steps: End with a clear CTA — such as scheduling a kickoff call, granting data access, or signing the project agreement.

How to write an effective LMS platform migration proposal

This proposal should feel structured, realistic, and low-risk — especially for IT, HR, and L&D stakeholders who are under pressure to get it right.

• Emphasize continuity and reliability: Highlight how the migration avoids downtime or data loss.
• Translate technical steps into simple actions: Use accessible terms for non-technical readers.
• Reinforce testing and support: Show how you'll validate migration accuracy and support users post-launch.
• Tailor by sector: Adjust examples for education, healthcare, compliance training, or enterprise learning environments.
• Mention vendor familiarity: Build confidence by referencing experience with the client’s current or future LMS.
• Always close with a single clear next step: Keep momentum going by making it easy to move forward.

Frequently asked questions (FAQs)

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This article contains general legal information and does not contain legal advice. Cobrief is not a law firm or a substitute for an attorney or law firm. The law is complex and changes often. For legal advice, please ask a lawyer.