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Essociates Group Certificate Program
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Best Practices in Forms Management Certificate of Achievement Program

 

What is this?

Best Practices in Forms Management is a year-long course consisting of 22 classes that covers all aspects of forms management. Successful completion of the course results in a Certificate of Achievement issued by the Business Forms Management Association, the Association for forms and forms management professionals.

 

Where are the classes?

All classes are delivered online and require only a browser and access to the Internet. All class materials are provided in advance of each session. Exams are submittable PDF forms available online.

 

When are the classes offered?

Two classes are scheduled each month over a twelve-month academic period, except December (only one class). Each class lasts approximately one hour. See Schedule for details

 

Curriculum Outline

See Class Descriptions for more information.

 

Section One – Understanding Forms

01-Understanding Forms-The Four Components4

02-The Forms Industry: History, Current State and Future Scenarios4

03-The Forms Design Workflow

 

Section Two – Forms Design

04-Container Design

05-Data Collection and Display

06-Usability and User Interaction

07-Design Standards and Conventions

08-Managing Forms Deployment

09-Issues in Electronic Forms

 

Section Three – Best Practices in Forms Management

10-Definitions and Standards

11-Forms Policy and Strategy

12-Structure and Staffing

13-Policies, Process and Procedures

14-Forms Control and Forms Technology

15-Metrics and Management Reporting

 

Managing Successful Forms Projects

16-Branding Your Forms Program

17-Conducting a Call for Forms

18-Electronic Signatures

19-Designing Forms for Retention

20-Developing a Program Manual and Style Guide

21-Implementing Design Analysis

22-Strategically Aligning Forms Management with Management Objectives

 

Exams are given after each section, and a final exam is given at the conclusion of the last session.

 

Cost

Full registration fee is $899.00 per person. Each student registers separately and is assigned a logon. Only one student per logon is allowed. Group discounts are available. Contact Essociates Group for details.

 

Registration - 2017 Classes begin JANUARY 5, 2017

Click here to register online.

Email registration form to rkillam@essociatesgroup.com

Telephone 913-284-6573 and register via phone.

 

Fill, Print and Mail or fax registration form to:

Essociates Group, Inc.

3305 W 126th Street

Overland Park, KS 66213

Fax: 913-393-0152

 

 

more Calendar

1/5/2017 » 12/29/2017
Best Practices in Forms Management

1/17/2017 » 5/9/2017
Forms Training Online

5/1/2017 » 5/3/2017
2017 Annual Conference

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