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BFMA Body of Knowledge and Certificate Program

Posted By Shantelle L. Boatright, Friday, March 3, 2017
Updated: Tuesday, March 7, 2017

How We Got Here (Part 2)

By Margaret Tassin, CFC, CFSP

Did you see the recent blog about the new BFMA body of knowledge and certificate program? 

To quickly recap, BFMA is soon to implement a new certificate program.  It is supported by a new body of knowledge for forms management that will be used as the basis for all BFMA education, including the new certificate programs, the CFSP, the annual conference, webinars and more

Here’s some information regarding how all this came about.

In late 2013, I committed to the Board of Directors to begin a process to develop a forms management fundamentals certificate program for BFMA.   However as a group, the committee agreed that they could not focus on a certificate for forms management fundamentals unless they understood the entire body of knowledge for forms management. To that end, the committee has been working steadily since January 2014 to develop a significant and comprehensive body of knowledge (BOK) and to develop a certificate program based on that BOK.

Other members of the committee, now called the Forms Management Education Development Board (FMEDB), include:

Ray Killam, CFC, CFSP
Louise Laperrière
Lisa Lee, CEBS, FMLI  
Bet Morash
Leslie Peterson, CFSP
Jim Pritchard

What is a body of knowledge?  Wikipedia defines it this way: “A body of knowledge (BOK or BoK) is the complete set of concepts, terms and activities that make up a professional domain, as defined by the relevant learned society or professional association.”

The FMEDB has defined the forms management BOK as consisting of ten different sections. 

  • Governance

  • Communication Skills and Functions

  • Project Management Skills

  • Business Analysis and Work Simplification

  • Information Management within Forms Management Function

  • Forms/template Design and Development

  • Forms Print Production

  • Procurement and Contracting

  • Inventory Management and Warehousing

  • Administration of Forms Management Program

Each section is composed of many elements and sub-elements that detail that section.  Each element and sub-element has an expanded definition.  For example, here are an element and its definition within the Communication Skills section:

Element:  Facilitator

Definition:  Lead/facilitate information or fact finding sessions, informal discussions on forms or processes.  Forms professionals are often called upon to facilitate discussions to gather information and requirements to map a business process or determine gaps or obtain feedback or change an existing form, etc.

Redefining a Body of Knowledge from scratch is a substantial undertaking. We were fortunate to have experienced professionals in the field with widely varying perspectives voluntarily contribute their expertise to build this authoritative reference. They did this because they see the benefit it will provide to our profession.

Watch for our next BOK blog – where we will talk about CERTIFICATE vs CERTIFICATION!

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