1. 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

2. 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
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3. Department Strategy
Mission
Vision
Objectives
Goals
Budget
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4. Department Mission Department Mission Support the company mission
Focus on revenue generation and customer retention
Don’t forget cost reduction
Define the value proposition
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5. 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
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6. 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
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7. 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
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8. 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!)
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9. Budget Develop a line item budget Develop an Activity-based budget
Make sure they balance
Keep them current
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10. Establishing Metrics Determine management requirements
Measure progress daily
Acquire proper tools
Build a Style Guide and Program Manual
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11. 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
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12. Developing a Database Establish entities and relationships
Logical design
Physical design
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13. 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