Forms Training


                  Forms Professionals


The Business Forms Management Association has partnered with Essociates Group to offer forms training on a variety of forms management and forms development topics. This program is the most comprehensive forms training ever offered. It provides forms professionals with an unprecedented learning opportunity!


Table of Contents

·         What is this?

·         Who is Forms Training?

·         Where are the sessions?

·         When are the Sessions offered?

·         Registration

·         Pricing

·         BFMA Membership and Coupon

·         Refund and cancellation policy

·         Missed sessions

·         About the instructors

·         Series and session descriptions

·         Schedule

·         Questions? Suggestions? Contact Us



What is this?


Forms Training is a comprehensive course of study addressing the practicalities of running a forms management program. It is designed for forms professionals, created by forms professionals and sponsored by the Business Forms Management Association (BFMA).


The session offerings, created by Forms Training, are focused on the “how-to” rather than general theoretical knowledge.  Often, there is homework to help you understand the principles being taught and that will also help you apply the material to your forms management program.


Course series include:

·         Understanding Your Business: Systems, Functions, Processes, Procedures

·         Forms Administration

·         Forms Analysis and Design

·         Forms Projects and Reporting

·         Forms Management Database

·         Strategy, Structure & Staffing

·         Other Topics

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Who is Forms Training?


Forms Training was organized by Ray H. Killam, CFSP, CFC, Margaret Tassin, CFC, CFSP, and Lisa Lee, CEBS, FLMI, under the banner of Essociates Group, Inc., a forms management consulting company. The instructors are responsible for the session materials.


BFMA and Essociates Group have entered into an agreement designed to provide this comprehensive training as a significant benefit for BFMA members. The program is marketed jointly by BFMA and Essociates Group. All administrative activities are managed by Essociates Group.


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Where are the sessions?


All sessions are delivered online and require only a browser and access to the Internet. All session materials are provided in advance of each session.


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When are the sessions offered?


Sessions are offered in series and are scheduled throughout the year.  Each session lasts approximately one hour. See Schedule for details.


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Note: Registration is currently open for Series 1 and Series 2 only.


There are four ways to register: online, email, fax and phone.


1.      Click here to register online.


2.      Email registration form to Forms Training


3.      Click here to open, fill, print and mail, or fax a registration form to:


Forms Training

c/o Essociates Group, Inc.

13305 W 126th Street

Overland Park, KS 66213

Fax: 913-393-0152


4.      Telephone 913-284-6573 and register via phone.


We accept Visa, Master Card and American Express cards. Upon registration, you will receive an emailed invoice which is credit card enabled so your transaction is secure.


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Each student is registered separately and is assigned a logon. Only one student per logon is allowed.


There are fee differences for BFMA members and non-members.  To obtain the member rate, you must be a BFMA member at the time you register.  If your membership expires during the course of the series you are registered for, there is no change to your rate. To join BFMA prior to registering, contact BFMA


Group discounts are available.

            For 3-5 registrants per session from the same organization – 10% discount

            For 6+ registrants per session from the same organization – 15% discount


Contact us for any special situations.  


Pricing Schedule (All prices are US Dollars)

Series 1 - No individual sessions allowed – must take all sessions (except free session for BFMA members)

Session 1 - Understanding Your Business Introduction

Free to BFMA Members

Series 1 Bundle – BFMA Members (4 sessions)


Series 1 Bundle – Non-Members (5 sessions)

$695.00 *


Series 2 – May enroll in any combination of sessions)

Session 201 – Forms Administration Processes & Roles

Free to BFMA members

Single session price – BFMA members


Single session price – Non-members


Bundle 5 – any 5 sessions

          – BFMA members

          – Non-members




Bundle 10 – Sessions 2-11

                    BFMA Members Only



Bundle 11 – All sessions

     - Non-Members only



*Includes free BFMA membership, a $200 value


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BFMA Membership and Coupon for Free BFMA Membership


BFMA members receive certain free sessions as well as discounts for registrations.


Non-BFMA members who register for 5 or more sessions within a 24 month period receive a coupon from Essociates Group that is redeemable for a free, one-year membership in BFMA.


When non-members qualify for a free membership, Essociates Group will issue a coupon via email to the qualifying registrant. This coupon is non-transferable and expires 60 days after the issue date. The coupon issue date will be the day after the first of the qualifying enrolled sessions is completed. The coupon is redeemable when signing up as a new member at


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Refund and Cancellation Policy


Full refund, less a 10% processing fee, is allowed within two business days before the first scheduled session that you enroll for. After that date, no refunds are allowed, although a designated replacement is acceptable. 


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Missed Sessions


Missed sessions may be made up by arrangement with the instructor. Make up sessions are generally delivered via an online recording of the session. The homework assignment for the missed session is due three business days after completing the missed session.


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About the Instructors


Ray H. Killam, CFSP, CFC has worked in the forms and forms management industry since 1971 and has taught many classes on forms over the years for several associations, including BFMA, IADT, Xplor International, ARMA and PSDA. Ray founded Essociates Group as a full-service forms management consulting firm. Visit, Meet Our Consultants, for additional information.


Margaret E. Tassin, CFC, CFSP, is a forms management consultant.  She has worked on both sides of the desk as an outsource provider and an in-house forms manager.  She has served on the Certified Forms Consultant Accreditation Board and was a founding member and later president of the Certified Form Systems Professional board.  She is a frequent speaker for BFMA and other associations.  Margaret’s consulting firm is Forms Doc, LLC.  Visit, Meet Our Consultants, for additional information.


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Series and Session Descriptions


Series 1 – Understanding Your Business

The focus of the Understanding Your Business Series is learning your business’ hierarchy and how this is useful to Forms Management. This is a how-to series.  Each session has homework to help you apply the principles and methods presented to your program as the series progresses. Understanding business systems, functions, processes and procedures leads to a better understanding of how and where forms are used within the organization.  This helps Forms Management be a better business partner to your clients.


            Session 101 – Understanding Your Business – Introduction

This introductory session focuses on the hierarchical nature and relationship of business systems, functions, processes and procedures.  Each level in the hierarchy is defined and illustrated.  This session sets the stage for the next four sessions.  Homework will help you understand these levels within your own organization and identify processes within Forms Management.  


            Session 102 – Business Systems

            An enterprise-wide forms management program serves all departments and employees.  Accordingly, forms management personnel need to have a deep understanding of the organization’s structure.  This session provides methodologies for identifying all the business systems (primary and support) within your organization, regardless of whether your organization is for-profit, non-profit or government. This session provides methodology for identifying all business systems within your organization and identifying the source forms for each system.  Homework will identify the business systems within your organization.


            Session 103 – Business Functions

            Identifying and understanding business functions is necessary in order to associate forms to the functions they support, which is the basis for effective forms development.  This session provides methodology for identifying all business functions within your organization which enables forms management to associate forms to the functions they support. Homework will select two systems and identify all the functions within those systems and the major software used within those functions.


            Session 104 – Business Processes

            Gartner Group says 85% of business processes start with a form.  Process maps help people understand work processes, which can lead to improved processes and forms. This session presents different types of process maps, relates maps to forms, and shows examples of maps used within Forms Management.  Homework will identify the forms used within the Forms Management processes.


Session 105 – Procedures

Procedures help to assure consistent performance, which is critical for an effective forms management program. This session examines the different types of procedures and writing styles available and provides information to help you write good procedures, when documentation is justified.  Homework will identify the forms associated with each Forms Management procedure, and you will document one procedure.



Series 2 – Forms Administration

It takes a lot of effort and specialized knowledge to administer a forms management program. This series focuses on forms control and other administrative functions that are needed in a Best Practices program. Each session provides practical “how-to” information on specific activities and includes homework to help you apply the principles to your program.


            Session 201 – Forms Administration Processes and Roles

Consider the forms management processes that are not analysis and design nor procurement nor production.  What do you have left?  Forms administration!  Forms administration is the heart of a well-run forms management program. 

This session starts with an overview of the forms administration processes and the multiple roles involved in these processes. It then focuses on two processes not covered elsewhere in this series, specifically intra-company communication of forms issues and form systems documentation. Homework will identify forms administration processes in your organization.


Session 202 – Form Identification

Every form needs to be uniquely identified such that a user can access the specific container that they need. These identifiers must be clear, easy to use, and very specific. Too often, all the required identifiers are squeezed into the form number, using prefixes, suffixes and other codes, creating a “form number from Elm Street”.

This session shows one way to build a unique form identifier without creating a system that is likely to fail when something major changes in your organization. It defines specific identifiers such as form number, form title, edition date, versions and other characteristics that can be used and defines and how these identifiers are displayed and stored. Homework will examine your identification method and opportunities for improvement.


Session 203 – Form Files and Recordkeeping

Form files and recordkeeping need not be complex! There are many kinds of files in the FM department. For example, form history files contain the documentation for each form, and they function as legal records. The forms database houses critical details. Project files hold documents specific to an initiative. Learn about the types of forms records kept, factors to consider in defining your organization’s requirements and policies, typical contents of files and the importance of procedures to reliably record - and later be able to find - information. Homework will identify your procedures, roles, and forms associated with form files and recordkeeping.


Session 204 – Leveraging Your Forms Data

Forms departments have lots of records and collect lots of data.  Although you organize that data and turn it into information, there is so much more that you can do with it.  Persuade management?   Find opportunities for forms improvements?  Save money?  Populate your catalog?  Automate routine processes?  Attend this class to expand your view of what you can do with all the data that you collect about forms. Homework will help you identify opportunities to leverage data in your forms program.


Session 205 – Program Manual & Forms Style Guide

A best practices Forms Management program needs to provide documentation on all processes used within the department. In addition, it needs to document the specific standards and conventions used during forms development in order to attain consistency and reliability, as well as providing support for the organization’s brand and image.

This session discusses the requirements for a comprehensive Program Manual and a Forms Style Guide, the difference between the two, and proposes a specific methodology for their development, deployment and maintenance. We also provide recommended Tables of Contents. Homework will compare the documentation you already have to recommended contents.


Session 206 – Forms Action Request (Project Request)

The Forms Action Request is the starting point for most of the incoming work to Forms Management.  Creating this form provides the opportunity to apply your expertise in assessing requirements and performing process analysis to benefit your own department.  Just as is true for your customers, your form purpose and your processes drive the content of your form.  Learn the concepts that direct the Forms Action Request toward a best practices model. Homework will identify opportunities to strengthen your Forms Action Request.


Session 207 – Proofreading and Copy Editing for Forms

Do your forms communicate exactly what they are intended to communicate? Do they effectively request the information needed? Do they professionally represent your organization’s brand – and avoid faux pas? They do if they are well edited and proofread - error-free and ready for prime time!

This session discusses copy editing and proofreading for forms, including when, how, and by whom these activities are performed during the form development process. Homework will identify your procedures, roles, and forms associated with proofreading.


Session 208 – Deployment Planning & Implementation

Users having trouble finding your forms?  Deployment, in the context of forms administration, entails making forms easy to find.  Proper deployment results in higher levels of user satisfaction which leads to happy users.  Learn how form requirements drive the user points of access.  Planning for deployment and tracking actual deployment are different, and they require different data elements in your database.  Learn about the differences and what information you should maintain. Homework will identify user points of access in your organization.


Session 209 – Forms Discontinuation

Obsolescence occurs in any dynamic organization, and discontinuation is the process for retiring forms that are no longer to be used. Actively managing the discontinuation process helps assure that only currently valid forms are available and that records are updated.

Learn about the triggers to identify obsolete form candidates and why it is important to understand the reason the form is no longer needed. This session discusses developing your discontinuation policy and procedures, and the roles involved. Homework will identify your procedures, roles, and forms associated with discontinuation.


Session 210 – Form Reviews

Forms are like small children. Leave them alone long enough and they will get into trouble!

Over time, forms become less effective as business processes change, management direction changes, and procedures are modified officially or unofficially. Forms become inactive or obsolete, or just don’t work as efficiently as they once did. Therefore, the forms that support these processes must be periodically reviewed and updated.

This session identifies the specific events that trigger form reviews and a methodology for performing the reviews when time and resources within Forms Management are limited. It also discusses a methodology for automating the review process. Homework will identify your procedures, roles, and forms associated with all types of reviews.


Session 211 – Inventory and Warehouse Coordination

Does your organization maintain forms inventory in a warehouse or stockroom? Do your users need to process requisitions against this inventory? What is Forms Management’s role in managing and maintaining this inventory?

Most organizations maintain physical inventory of forms. This session discusses the specific procedures used, results expected, methodology for implementing inventory management and control, and cost savings opportunities while working with warehouse personnel and third party vendors. Homework will identify your procedures, roles, and forms associated with inventory and warehouse coordination.


Series 3 – Forms Analysis and Design

It has been said that 80% of effective forms design is in the analysis! Forms are more than mere data collection tools. They are at the heart of virtually all business processes. They must meet the requirements of the processes, data management, usability, and efficiency. This series focuses on forms development requirements and effectiveness.


            Registration Not Yet Available


The 10 sessions planned for this series are under development. Planned topics (subject to change) include:


            Session 301 - Forms Development Processes and Roles

Session 302 - Usability and Customer Experience

Session 303 - Design Analysis

Session 304 - Design Principles

Session 305 – Proofing

Session 306 - Mapping and Programming

Session 307 - Testing for Functionality

Session 308 - Error Analysis

Session 309 - Implementing Business Rules

Session 310 - Specification Development


Series 4 – Forms Projects and Reporting

This planned series will provide solutions for managing forms projects, tracking all projects, collecting metrics that measure success, and developing reports to various levels of management.


            Registration Not Yet Available


The 5 sessions planned for this series are under development. Planned topics (subject to change) include:


Session 401 - Metrics Management

Session 402 - Management Reporting

Session 403 - Forms Project Management:  Framework

Session 404 - How to DO a Forms Project

Session 405 - Form Project Tracking


Series 5 – Forms Management Database

All forms management programs must collect, store, retrieve, and manage lots of data! There are data about each form, about each form project, about each process, and more. This session provides solutions to deal with all this data in a manner that promotes process efficiency and cost management.


            Registration Not Yet Available


The 4 sessions planned for this series are under development. Planned topics (subject to change) include:


Session 501 - Database Principles

Session 502 - Requirements and Design

Session 503 - Finding and Refining Your Data

Session 504 - Implementation Planning



Series 6 – Strategy, Structure and Staffing

Do you have a forms management strategy? Where should forms management report? What are the roles that need to be staffed? How many people are needed? It all starts with developing a forms management strategy! This series provides solutions for organizing the forms management function within your organization.


            Registration Not Yet Available


The 5 sessions planned for this series are under development. Planned topics (subject to change) include:


Session 601 - Developing a Forms Policy Statement

Session 602 - Developing a Forms Management Strategy

Session 603 - Developing an eForms Strategy

Session 604 - Reporting within the Organization

Session 605 - Roles, Titles and Staffing Levels


Other Topics


Registration Not Yet Available


Future topics are under consideration and your suggestions are welcome. Please let us know of any topics you’d be interested in taking.


Planned topics (subject to change) include:


·         Implementing the Canadian Standard

·         Setting up a Translation Program

·         Signatures: Wet, Digital and Electronic

·         Forms Technologies

·         Branding Your Forms Management Program

·         Selling Your Forms Management Program

·         Conducting a Call for Forms

·         Contracting Out For Services



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Session No

Session Title


January 17, 2017

1:00 PM


Understanding Your Business – Intro


January 24, 2017

1:00 PM


Business Systems


January 31, 2017

1:00 PM


Business Functions


February 7, 2017

1:00 PM


Business Processes


February 14, 2017

1:00 PM




February 21, 2017

1:00 PM


Forms Administration Processes and Roles


February 28, 2017

1:00 PM


Form Identification


March 7, 2017

1:00 PM


Form Files & Recordkeeping


March 14, 2017

1:00 PM


Leveraging Your Forms Data


March 21, 2017

1:00 PM


Program Manual & Forms Style Guide


March 28, 2017

1:00 PM


Forms Action Request (Project Request)


April 4, 2017

1:00 PM


Proofreading & Copy Editing for Forms


April 11, 2017

1:00 PM


Forms Reviews


April 18, 2017

1:00 PM


Forms Discontinuation


April 25, 2017

1:00 PM


Deployment Planning & Implementation


May 2, 2017



Open – BFMA Annual Conference


May 9, 2017

1:00 PM


Inventory & Warehouse Coordination


*All times are Central Time


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Questions? Suggestions? Contact Us


Forms Training

c/o Essociates Group, Inc.

13305 W 126th Street

Overland Park, KS 66213

Email to Forms Training

Fax: 913-393-0152