Forms Management Excellence in the Public Sector (Centralized Forms Management) | Diana Sternitzke
March 3, 2011
In this session, Diana will share how the Illinois Department of Transportation was able to transform its antiquated forms management program into an ISO certified process which ensures that all forms are approved, standardized, accessible to users with disabilities, available at points of use, reviewed at regular intervals for continued suitability, and protects against the unintentional use of obsolete versions. This session will be valuable to anyone that is responsible for creating a forms management system, struggling with compliance, or faces challenges due to the size of their organization. Diana will begin with background on the challenges facing the department, how the department chose to use a hybrid approach to centralization, the decision to use Microsoft SharePoint as the primary distribution method, struggled with training and compliance issues all the way to current operations and plans for future improvements. Though presented through the lens of a transportation agency, this session is applicable to anyone trying to provide and maintain structure in their forms management program.
Forms Analysis - A Basic Approach | Margaret Tassin
March 10, 2011
How exactly do you do forms analysis? What are the key steps to follow during this process? Learn how to gather information for forms analysis and how the information gathered affects the design. Topics will include where to look during the analysis, what to look for, and what result certain characteristics have on the design & construction of the form.
Developing a Forms Management Strategy | Ray Killam
March 17, 2011
There's an old saying: "If you don't know where you're going, any road will get you there". That's particularly true for trying to run any area of a business, including forms management. Yet, many forms departments don't have an articulated strategy. Many don't even have definitions of form, record or document that have been adopted by the organization.
Strategy consists of several elements, including definitions, structure, staffing, policies, processes, procedures, technology, the forms development process, metrics tracking and management reporting.
This presentation discusses strategy in detail, including providing a series of "talking points" that can be used to generate discussions within your organization that can lead to strategy development. It provides attendees with a clear vision for defining a best practices forms management strategy.
Conducting a Call for Forms | Ray Killam
March 31, 2011
Organizations with a large forms population are faced with an ever-changing forms management dynamic. This dynamic is a lot like raising children - left alone, they will certainly get into trouble! For forms, that generally means a proliferation of unauthorized forms and variations of forms. A periodic Call for Forms is a powerful method for maintaining control over the forms population.
This presentation covers the process of conducting an enterprise-wide call for forms. It presents a step-by-step process map and suggests methods for keeping the project organized and on-track. The speaker draws on the experience of having been involved in many such projects and how to avoid common pitfalls and problems.