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2018 Best Practices in Forms Management
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This course consists of 22 online sessions, delivered twice per month. Students completing all sessions plus four exams will receive a Certificate of Achievement from BFMA. Visit our web site for more details.

 Export to Your Calendar 1/11/2018 to 12/28/2018
When: January-December, 2018
10:00 AM CST
Where: Online
13305 W 126th Street
Overland Park 66213
United States
Contact: Ray Killam, CFSP, CFC

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Curriculum Outline


See Class Descriptions for more information.


Section One – Understanding Forms

4   01-Understanding Forms-The Four Components

4   02-The Forms Industry: History, Current State and Future Scenarios

4   03-The Forms Development Workflow


Section Two – Forms Design

4   04-Container Design

4   05-Data Collection and Display

4   06-Usability and User Interaction

4   07-Design Standards and Conventions

4   08-Managing Forms Deployment

4   09-Issues in Electronic Forms


Section Three – The Best Practices Forms Department

4   10-Definitions and Standards

4   11-Forms Policy and Strategy

4   12-Structure and Staffing

4   13-Policies, Process and Procedures

4   14-Forms Control and Forms Technology

4   15-Metrics and Management Reporting


Managing Successful Forms Projects

4   16-Branding Your Forms Program

4   17-Conducting a Call for Forms

4   18-Electronic and Digital Signatures

4   19-Designing Forms for Retention

4   20-Developing a Program Manual and Style Guide

4   21-Implementing Design Analysis

4   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.

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