1. BFMA Book of Knowledge: Best Practices for Records Communications
Terri R. Hansen
May, 2019
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2. What To Expect Today Overview of the content Definitions
Communication Skills and Functions
Information Management within Forms Management Function
Records Retention
Why is this important?
May, 2019
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3. Definition Information Management
A field of business in which information, records, and other data are received, indexed, stored, and destroyed intelligently.
Glossary of Forms and Forms Management Terms. (n.d.). Retrieved March 25, 2019, from
May, 2019
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4. Definition (cont.) Records Management
The formalized, referenced, schedule retention of the records of an organization which supports retrieval, transaction reconstruction, proof and context of the historical activities of the organization …
Glossary of Forms and Forms Management Terms. (n.d.). Retrieved March 25, 2019, from
May, 2019
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5. Definition (cont.) Record
All documented information, regardless of its characteristics, media, physical form, and the manner it is recorded or stored. Records include accounts, agreements, books, drawings, letters, magnetic/optical disks, memos, micrographics, etc. (Businessdictionary.com)
Forms Management Program records can include e.g., paper and electronic records of the form history file, special projects documentation, scheduled review documentation, and for every edition of every form the source file, the output file and unfilled samples.
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6. What is a Body of Knowledge?
It is the complete set of concepts, terms and activities that make up a professional domain, as defined by the relevant learned society or professional association. (Wikipedia)
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7. Book of Knowledge Governance Communication Skills and Functions
Principles, practices, technology, terminology, issues related to:
Governance
Communication Skills and Functions
Project Mgmt. Skills
Work Simplification, Process Improvement, Business Analysis
Information Management within Forms Management Function
Forms/template Design and Development
Forms Print Production
Procurement and Contracting
Inventory Management and Warehousing
Administration of Forms Management Program
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8. Communication Skills and Functions
Establish relationship and liaisons with clients, partners, and stakeholders
Records Management and Information Management
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9. Communication Skills and Functions
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10. Information Management
Information Management Function within Forms Management Program
Manage Information Displayed on Forms
Implement Form Identification and Maintain Form Lists and Catalogs
Filenaming Convention to Manage Form Editions and Versions
Maintain and Provide Back-Up Copies of Source Files and Forms Records for Business Continuity and Disaster Recovery
Manage and Maintain Digital Assets
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11. Information Management (cont.)
Maintain a Forms Database
Implement and Maintain a Retention Plan for Records and Data
Maintain General Record Keeping and Filing Systems
Document Organization-Wide Special Projects and Scheduled Reviews
Responsible for the Container and Apply Program Manual, Style Guide, and Company Standards
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12. How do the two Sections Overlap?
Communication Skills and Functions
Forms Analysis
Technology
Forms Control
Program Mgmt
Information Management within Forms Management Function
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13. Overlap – Forms Analysis
Communication Skills and Functions
Forms Analysis
Technology
Forms Control
Program Mgmt
Information Management within Forms Management Function
May, 2019
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14. Overlap - Technology
Communication Skills and Functions
Forms Analysis
Technology
Forms Control
Program Mgmt
Information Management within Forms Management Function
May, 2019
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15. Overlap – Forms Control
Communication Skills and Functions
Forms Analysis
Technology
Forms Control
Program Mgmt
Information Management within Forms Management Function
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16. Overlap – Program Management
Communication Skills and Functions
Forms Analysis
Technology
Forms Control
Program Mgmt
Information Management within Forms Management Function
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17. Subject Classification Codes
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18. Record Retention Schedule
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19. Record Retention Schedule (cont.)
Real Sample In addition, there are other types of records unique to forms management.
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20. By Retention Code
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21. Importance
The business records of an organization demonstrate how it fulfills its mission. It is fundamental that all business records are properly maintained and protected from damage, misuse, or improper disposition.
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22. Certificate Programs Forms Analysis: FMfa Forms Development: FMfd
Forms Control: FMfc
Program Management: FMpm
Forms Management Specialist: FMS
May, 2019
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23. Certificate Courses Forms Management Fundamentals Forms Technology
Forms Analysis
Business Process Analysis
Forms Design/Development
Effective Data Collection and Presentation
Forms Print/Production
Forms Control
Program Administration
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24. Conclusion The book and body are additional pillars to our profession.
Professional certification
National Standard on Forms Management
Standard Occupation Codes
Allows employees to demonstrate their knowledge
Shows there is something special to know
Shows FM as an asset and value added
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25. Questions?
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26. Federal Deposit Insurance Corporation (FDIC)
Terri R. Hansen
Federal Deposit Insurance Corporation (FDIC)
(703)
May, 2019
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