Understanding Forms:

A Complete Guide for Design and Management
endorsed by Business Forms Management Association


This three-day survey-style course discusses the essential information needed by the professional responsible for creating and/or managing forms in today’s demanding business environment. Understanding Forms: A Complete Guide for Design and Management covers critical material and a variety of topics for people new to forms so they may understand fully the diversity of skills and knowledge required for paper, electronic and Internet forms. Detailed Course Agenda


At the conclusion of this course, each student will be equipped with the basic understanding of the four components of every form, the interaction of these components and how that defines effective forms, the fundamental knowledge for development of successful forms, and access to a current information source* for use as a reference and guide to additional training.


Each class session includes overview lectures, discussion, quizzes, team exercises and handout materials.


Interested persons include:

4Forms Analysts

4Forms Designers

4Graphic Designers

4Methods Analysts

4Forms Managers

4Records Managers

4IT professionals with an interest in, or responsibility for, business forms development



(Training outline is supported and endorsed by the BFMA Board of Directors)

4Introduction to Forms


4Forms Management Principles

4Paper, Internet and Electronic Forms

4Information Resources (Useful Web Links)

4Four Elements of Every Form

4Ten Functions of Business

4Workflow Analysis

4Design Analysis

4Paper Production / Electronic Technologies

4Types and Sources of Data

4Handling Data

4User Interfaces

4Section 508 Requirements (16 Federal rules)

4Pulling it All Together


COST (U.S. Dollars)

First registrant from an organization


Each additional registrant from same organization registering for the same class


Multiple Class Discount

Discounted 1-year membership fee to join BFMA
if subscribed when registering for class. 
(Regular price = $175.00)



Course Schedule


Register Now!

Fillable PDF Registration form with payment instructions. Now accepting credit cards!



Register online, by fax or by mail.

Mail should be addressed to:

Essociates Group, Inc.

13305 West 126th Street

Overland Park, KS 66213

Fax: 913-353-0152


We reserve the right to reschedule and/or cancel classes. Cancellation Policy. Minimum enrollment: 10 attendees.




Additional Opportunities

Is this course not scheduled near you? Training can also be arranged through Essociates Group, Inc. for groups large or small - in intimate office settings or as part of a larger seminar in conjunction with other organizations.

When appropriate, classes can be tailored to your specific needs for an additional fee. Please contact us to discuss your requirements and make necessary arrangements.





Class registration includes a six month subscription to the members only area on this website which includes industry articles, hints and tips for better forms, valuable links and essential tools for forms professionals. (Resource valued at $300 per year.) 




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