Strategically Aligning Forms Management with Corporate Initiatives 4/30/2019 Strategically Aligning Forms Management with Corporate Initiatives Ray H. Killam, CFSP, CFC Essociates Group, Inc 4/30/2019

Corporate Strategy Mission Vision Values Objectives Goals What is the Corporate Mission Statement? Vision Has the CEO established a Vision Statement? Values Sets the tone Objectives What Corporate Objectives are published? Goals List the 3-4 major Corporate goals – include your line management 4/30/2019

Department Strategy Mission Vision Objectives Goals Budget 4/30/2019

Department Mission Department Mission Support the company mission Focus on revenue generation and customer retention Don’t forget cost reduction Define the value proposition 4/30/2019

Department Vision Establish your view of what the department will look like in the future Trends, technologies Develop scenarios based on technological change – be a Visionary Define expected benefits to the company Cost avoidance, enhanced reputation, industry leader Be the resource person for your area of expertise 4/30/2019

Department Objectives Provide definitions and gain agreement Align with Document Management Align with Records Management Align with Information Technology Align with Financial Management Define limitations and risks Learn the technology 4/30/2019

Department Goals Must be specific, realistic, measurable and with a time frame Must be relevant and important Generally shorter term Calculate ROI on everything Projects Equipment and software Personnel costs 4/30/2019

Department Goals (Cont) Report on progress every month Include a continuing education plan for yourself and your people Have a succession plan (for when you get promoted!) 4/30/2019

Budget Develop a line item budget Develop an Activity-based budget Make sure they balance Keep them current 4/30/2019

Establishing Metrics Determine management requirements Measure progress daily Acquire proper tools Build a Style Guide and Program Manual 4/30/2019

Developing a Reporting System Track what is important This means what is important to management and customers (internal and external) Gain agreement every step of the way You cannot manage that which you do not measure 4/30/2019

Developing a Database Establish entities and relationships Logical design Physical design 4/30/2019

Putting It Together Regular reviews Use the database to identify opportunities Macro Analysis Regular Analysis Ad Hoc Analysis Up the Management Ladder Get as high as you can as often as you can with your results Modify all the above after each review to stay in alignment 4/30/2019