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2019 Best Practices in Forms Management
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This course covers all aspects of managing an enterprise-wide forms management program. It is delivered online, two sessions per month, and includes all support materials. Please visit for details

1/10/2019 to 12/28/2019
When: 1-10-2019
Where: Online
13305 W 126th Street
Overland Park, Kansas  66213
United States
Contact: Ray Killam

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Curriculum Outline

See Class Descriptions for more information.

Section One—Understanding Forms

  • 01—Understanding Forms: The Four Components
  • 02—The Forms Industry: History, Current State and Future Scenarios
  • 03—The Forms Development 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—The Best Practices Forms Department

  • 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

Section Four—Managing Successful Forms Projects

  • 16—Branding Your Forms Program
  • 17—Conducting a Call for Forms
  • 18—Electronic and Digital 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.

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