Print Page   |   Contact Us   |   Your Cart   |   Sign In   |   Register
Community Search
Essociates Group Certificate Program
Share |

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.



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 - 2019 Classes begin JANUARY 10, 2019

Click here to register online.

Email registration form to

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 Latest News
There are currently no news items posted.
more Calendar

1/11/2018 » 12/28/2018
2018 Best Practices in Forms Management

9/19/2018 » 12/12/2018
Master Series on Design

1/10/2019 » 12/28/2019
2019 Best Practices in Forms Management

Featured Members
Association Management Software Powered by YourMembership  ::  Legal