HOW THE BOOK IS ORGANIZED
The core of the Certificate Program is the Forms Management Book of Knowledge.
Each chapter of the book represents a deep dive into one essential area of competency.
Governance
Communications
Project management
Business analysis, process improvement, work simplification
Information management
Forms/template design and development
Print production
Procurement and contracting
Inventory management and warehousing
Administration of a Forms Management Program
Each chapter contains multiple sections, each delineating key roles, responsibilities, and activities performed by a Forms Management Program.
The Forms Management Book of Knowledge, is the source for all the content and all test questions in the certificate programs.
HOW YOU CAN USE THIS BOOK
The Forms Management Book of Knowledge is not a book for pleasure reading or for reading straight through. Instead, it is a reference and how-to guide for the essential services and responsibilities of a best-practice Forms Management Program.
You can use the book to focus on a topic, such as writing procedures or establishing a scheduled review. Reading this content will tell you what you need to do and which role has which responsibility for that topic.
In addition, you can look at a role and find all the responsibilities of that role. For example, if you are working on a job description for a forms technician, examining the content under “Forms Control” can give you an excellent idea of what that role does.
WHAT THE BOOK IS NOT
The Forms Management Book of Knowledge is not about how to design a form, although there is guidance on best practice. This is not about forms manufacturing, although that topic has content because it is still a part of most Programs. This is not about how to select the best forms tools, although there is significant content on working in an electronic environment.
This book touches on other disciplines as they relate to forms management, such as printing, graphic arts, typesetting, and imaging. Further, there is significant content on interactions between the Forms Management Program and other areas of the organization such as Information Technology, Records Management, Privacy and Security and more.
Bottom line, the book is about forms management and all the responsibilities, services and management of a best-practice Forms Management Program. It reflects the broad nature of our interests, responsibilities, and the many hats we must wear to accomplish it all.
WHY YOU SHOULD BUY THIS BOOK
Every organization should have this book for reference and training. An enterprise license grants unlimited access to all employees, including those in Records Management and Information Technology.
Forms Management Program staff needs this essential reference to identify industry standards and accepted Best Practices.
Management needs to be aware of the Book and how it can be used to make staffing decisions, performance reviews, developing the Forms Management mandate, developing the Forms Management strategic plan, determining staffing requirements, and so much more.