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Loyd N. Means, CFSP
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Profile: Loyd N. Means II, CFSP
Job Title: Retired
Stats: Retired 06/01/2001; recently single.
Education: B.A. (Religion/Philosophy) Culver-Stockton College, Canton, Mo. Post Baccalaureate University of Missouri at Kansas City and Northwestern University (no advanced degrees), CFSP

How I Got Started: I was employed by Sears, Roebuck and Co as a Senior Systems Analyst and Project Leader in the Data Processing Department when they were preparing to move into the Sears Tower. Management had made the decision to move as little as possible into the new facility. They had designated a records storage center in the old facility on the West Side and were in the process of developing a Records Management Policy so they could throw away as much as possible (via Operation Waste Basket) and store the majority of the remaining records in the center. To determine this, a top management team collected two samples of every kind of document handled by every Headquarters department. Upon completing the collection an early reaction was, "Wow! We sure have a lot of forms here. Maybe we should manage them". I was transferred over from Data Processing and charged to invent a Forms Management program. Neither Sears nor I had any idea of what that meant, but I recognized the chance to learn a lot about the company in a relatively short amount of time by becoming intimate with its information flow. Desperate for any information I could get on the subject, I attended an American Management Association class on Forms Management and subscribed to any publication I could find that looked like it might be useful. I bought a book written by Frank Knox, read Leslie Matthies "Datamation" books and magazine articles by Belden Menkus (each of whom I later was privileged to meet personally). One magazine carried a small news release about a professional forms management association that had decided to expand beyond its west coast chapters and was forming a chapter in Chicago. Thus I became a Charter member of Chicago's BFMA chapter. Four years later I left Sears and Chicago to start a new life in Phoenix, Arizona. I wasn't sure what my next career move would be, but was pretty determined it would not involve forms. Six months later I was installing a Forms Management program at Arizona State University. Once again, I turned to BFMA for help, and once again became a charter member, this time as President of the Arizona chapter. When I retired in 2001, I was a self-employed consultant, working with Corporate Express on implementation and training of their Odyssey Forms Management program.

How Being a CFSP Has Helped My Career: By the time the CFSP program was in place, I had been an independent consultant for a couple of years. It was clear to me that demonstrated evidence of my expertise was essential to my success. In addition, the effort to qualify improved my knowledge and ability as a Forms Professional.

Recommendations to Future CFSPs: Constantly expand your horizons. The scope and variety of disciplines necessary to be a Form Systems Professional is wide and demanding. Take classes. Attend Symposium. And network, network, network.

Favorite Movie(s): I don't have many DVD's but two that I have and watch fairly frequently are "The Red Violin" and "Bull Durham". How's that for variety?

Passionate About: Getting involved and doing things well. I currently take piano lessons and sing in two choirs, so I guess music is a passion.

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