1. BFMA Book of Knowledge:
Selecting Content for your Forms Management Intranet
Terri R. Hansen
May, 2019
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2. What To Expect Today Overview of the Content
Administration of the Forms Management Program
Components
Where’s Waldo 
Certificate Programs
Certificate Courses
Conclusion
Questions
May, 2019
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3. 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)
May, 2019
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4. BFMA 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
May, 2019
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5. Administration of FM Program
Administration of Forms Management Program
Ongoing Activities
Forms Management Internet/Intranet Presence
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6. Administration of FM Program (cont.)
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7. Components Mandate, Mission, Vision, Strategy, and Authority Policy
Program Structure
Lifecycle of a Form
Current Priorities
Forms Services
Partners
Forms Committee
Current Major Forms Projects
Accomplishments
Announcements
Presentations
May, 2019
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8. Components (cont.) Mandate, Mission, Vision, Strategy, and Authority
Its mandate, mission, vision, strategy and authority on matters related to forms
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9. Components (cont.) Policy
Its policy explaining how the Program goes about to develop forms, what standards and guides it adheres to, the Program Manual and Forms Style Guide.
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10. Components (cont.) Program Structure
Its organization chart and program structure.
May, 2019
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11. Components (cont.) Lifecycle of a Form May, 2019
Courtesy Ray Killam, President of Essociates Group Inc.
May, 2019
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12. Components (cont.) Current Priorities
Current priorities affecting forms project handling.
May, 2019
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13. Components (cont.) Forms Services Link to: common mailbox
contact information of form experts
online forms request contact information for technical support.
contact information to obtain printed and stocked forms
published lists of forms.
cancelled forms
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14. Components (cont.) Partners
List of its partners in developing and deploying forms.
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15. Components (cont.) Forms Committee Other Committees
Details on the Forms Committee, its governing structure, meeting schedule, agendas, minutes and record of decisions.
List of Other Committees the Program head or staff are members of, for what purpose and value to the organization.
May, 2019
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16. Components (cont.) Current Major Forms Projects
Current major form projects and links to relevant project documentation, including the project governing structure and issue resolution process. Depending on the project lead, this may be a link to another area’s website (e.g., project office).
May, 2019
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17. Components (cont.) Accomplishments
List of accomplishments resulting from improved business processes through innovations, improved forms or global form reviews.
May, 2019
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18. Components (cont.) Announcements
Recent and archived form announcements.
May, 2019
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19. Components (cont.) Presentations
Relevant presentations on the Forms Management Program to make them available to other areas for information and reference.
May, 2019
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20. What’s Missing from the Sample?
May, 2019
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21. Better Sample?
May, 2019
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22. Better Sample? (cont.) May, 2019
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23. Better Sample? (cont.) May, 2019
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24. Better Sample? (cont.) May, 2019
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25. BFMA Certificate Programs
Forms Analysis: FMfa
Forms Development: FMfd
Forms Control: FMfc
Program Management: FMpm
Forms Management Specialist: FMS
May, 2019
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26. 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
May, 2019
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27. 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
May, 2019
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28. Questions?
May, 2019
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29. Federal Deposit Insurance Corporation (FDIC)
Terri R. Hansen
Federal Deposit Insurance Corporation (FDIC)
(703)
May, 2019
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