Things You'll Need:
- Computer
- Word-processing or spreadsheet software
- Printer or professional printing help
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Step 1
Determine the use of the form. Many companies take orders for merchandise using forms. Other budget and financial tasks are completed with forms. Sometimes, small businesses use forms for credit card transactions or other reservations. A form should never serve more than one purpose or complete more than one task. The siimpler you can keep each form, the better.
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Step 2
Analyze the task and its essential elements. A form is only as good as the information it includes. Carefully consider all necessary information.
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Step 3
Design the form using sequential steps. Mentally walk through the transaction or task, and include lines for each bit of information to be taken as it would be in the transaction.
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Step 4
Include a place for the name of the employee (or initials if your company is small) and the date on each form. Sometimes, it helps to include a place for the time, as well. If any authorization or approval is needed for the form, a line needs to be provided for this, too.
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Step 5
Put your logo, company name and contact information on every form. The customer may need to reach you.
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Step 6
Test your form out in an actual transaction or completion of the task. If you've left anything out, fill it in. If there are unnecessary steps on the form, remove them.
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Step 7
Print the forms in-house or take them to your usual printer.
