WESTERN HORIZON SKILLS TRAINING AND ASSESSMENT CENTER INC. Brgy. Bued, Alaminos City, Pangasinan TRAINEE’S RECORD BOOK ________________________ Trainee’s No. NAME : ____________________________________________ QUALIFICATION : BARISTA NC II TRAINING DURATION TRAINER : 23 Days/ 178 Hours : ____________________________________________ 1 Instructions: This Trainees’ Record Book (TRB) is intended to serve as record of all accomplishment/task/activities while undergoing training in the industry. It will eventually become evidence that can be submitted for portfolio assessment and for whatever purpose it will serve you. It is therefore important that all its contents are viably entered by both the trainees and instructor. The Trainees’ Record Book contains all the required competencies in your chosen qualification. All you have to do is to fill in the column “Task Required” and “Date Accomplished” with all the activities in accordance with the training program and to be taken up in the school and with the guidance of the instructor. The instructor will likewise indicate his/her remarks on the “Instructors Remarks” column regarding the outcome of the task accomplished by the trainees. Be sure that the trainee will personally accomplish the task and confirmed by the instructor. It is of great importance that the content should be written legibly on ink. Avoid any corrections or erasures and maintain the cleanliness of this record. This will be collected by your trainer and submit the same to the Vocational Instruction Supervisor (VIS) and shall form part of the permanent trainee’s document on file. THANK YOU. 2 TECHNICAL EDUCATION & SKILLS DEVELOPMENT AUTHORITY Vision: TESDA is the leading partner in the development of the Filipino workforce with world-class competence and positive work values. Mission: TESDA provides direction, policies, programs and standards towards quality technical education and skill development. Values Statement: We believe in demonstrated competence, institutional integrity, personal commitment and deep sense of nationalism. Quality Policy: “We measure our worth by the satisfaction of the customers we serve” Through: Strategic Decisions Effectiveness Responsiveness Value Adding Integrity Citizen focus Efficiency NOTES: ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ ______________________________________________________________ 3 RECORD OF ACHIEVEMENT OF COMPETENCY Basic Competency: 1 PARTICIPATE IN WORKPLACE COMMUNICATION Learning Outcome 1. Obtain and convey workplace information Task/Activity Required Date Accomplished 1.1 Specific and relevant information is accessed from appropriate sources 1.2 Effective questioning, active listening and speaking skills are used to gather and convey information 1.3 Appropriate medium is used to transfer information and ideas 1.4 Appropriate nonverbal communication is used 1.5 Appropriate lines of communication with supervisors and colleagues are identified and followed 1.6 Defined workplace procedures for the location and storage of information are used Personal interaction is carried out clearly and concisely 4 Instructors Remarks 2. Participate in workplace meetings and discussions 3. Complete relevant workrelated documents 1.7 Team meetings are attended on time 1.8 Own opinions are clearly expressed and those of others are listened to without interruption 1.9 Meeting inputs are consistent with the meeting purpose and established protocols 1.10 Workplace interactions are conducted in a courteous manner 1.11 Questions about simple routine workplace procedures and maters concerning working conditions of employment are asked and responded to Meetings outcomes are interpreted and implemented 1.12 Range of forms relating to conditions of employment are completed accurately and legibly 1.13 Workplace data is recorded on standard workplace forms and documents 1.14 Basic mathematical 5 processes are used for routine calculations 1.15 Errors in recording information on forms/ documents are identified and properly acted upon Reporting requirements to supervisor are completed according to organizational guidelines RECORD OF ACHIEVEMENT OF COMPETENCY Basic Competency: 2 WORKS IN TEAM ENVIRONMENT Learning Outcome Task/Activity Required Date Accomplished 1. Describe team 1.1. The role and role and scope objective of the team is identified from available sources of information 1.2. Team parameters, reporting relationships and responsibilities are identified from team discussions and appropriate external sources 2. Identify own role and responsibility within team 2.1. Individual role and responsibilities within the team environment are identified 2.2. Roles and responsibility of other 6 Instructors Remarks team members are identified and recognized 2.3. Reporting relationships within team and external to team are identified 3. Work as a team member 3.1. Effective and appropriate forms of communications used and interactions undertaken with team members who contribute to known team activities and objectives 3.2. Effective and appropriate contributions made to complement team activities and objectives, based on individual skills and competencies and workplace context 3.3. Observed protocols in reporting using standard operating procedures 3.4. Contribute to the development of team work plans based on an understanding of team’s role and objectives and individual competencies of the members 4. Work effectively with colleagues 4.1 Information is communicated clearly and in concise manner using 7 appropriate communication techniques 4.2 Relationships are established and maintained effectively with the team to ensure achievement of team goals 5. Work in socially diverse environment 5.1 Customers and colleagues from diverse backgrounds are communicated with, in all verbal and non-verbal forms 5.2 Cross cultural misunderstandings are dealt with, taking account of cultural consideration colleagues 4.3 Work activities are performed within RECORD OF ACHIEVEMENT OF COMPETENCY Basic Competency: 3 PRACTICE CAREER PROFESSIONALISM Learning Outcome Task/Activity Required 1. Integrate personal objectives with organizational goals 1.1 Personal growth and work plans are pursued towards improving the qualifications set for the profession Date Accomplished 1.2 Intra- and interpersonal relationships are maintained in the course of managing oneself based on 8 Instructors Remarks performance evaluation 1.3 Commitment to the organization and its goal is demonstrated in the performance of duties 2. Set and meet work priorities 2.1 Competing demands are prioritized to achieve personal, team and organizational goals and objectives 2.2 Resources are utilized efficiently and effectively to manage work priorities and commitments 2.3 Practices along economic use and maintenance of equipment and facilities are followed as per established procedures 3. Maintain professional growth and development 3.1 Trainings and career opportunities are identified and availed of based on job requirements 3.2 Recognitions are sought/received and demonstrated as proof of career advancement 3.3 Licenses and/or certifications relevant to job and career are obtained and renewed 9 RECORD OF ACHIEVEMENT OF COMPETENCY Basic Competency: 4 PRACTICE OCCUPATIONAL HEALTH AND SAFETY PROCEDURES Learning Task/Activity Date Instructors Remarks Outcome Required Accomplished 1. Identify hazards 1.1 Safety and risks regulations and workplace safety and hazard control practices and procedures are clarified and explained based on organization procedures . 1.2 Hazards/risks in the workplace and their corresponding indicators are identified to minimize or eliminate risk to coworkers, workplace and environment in accordance with organization procedures 1.3 Contingency measures during workplace accidents, fire and other emergencies are recognized and established in accordance with organization procedures 2.Evaluate hazards 2.1 Terms of and risks maximum tolerable limits which when exceeded will result in harm or damage are identified based . 10 on threshold limit values (TLV) 2.2 Effects of the hazards are determined 2.3 OHS issues and/or concerns and identified safety hazards are reported to designated personnel in accordance with workplace requirements and relevant workplace OHS legislation 3. Control hazards 3.1 Occupational and risks Health and Safety (OHS) procedures for controlling hazards/risks in workplace are consistently followed 3.2 Procedures for dealing with workplace accidents, fire and emergencies are followed in accordance with organization OHS policies 3.3 Personal protective equipment (PPE) is correctly used in accordance with organization OHS procedures and practices 3.4 Appropriate assistance is . 11 provided in the event of a workplace emergency in accordance with established organization protocol 4. Maintain OHS awareness 4.1 Emergencyrelated drills and trainings are participated in as per established organization guidelines and procedures 4.2 OHS personal records are completed and updated in accordance with workplace requirements 5. Perform basic first-aid procedures 5.1 Situation is assessed in accordance with accepted practice . 5.2 Basic first-aid techniques is applied in accordance with established first-aid procedures and enterprise policy 5.3 Details of the incident is communicated in a timely manner according to enterprise policy 12 RECORD OF ACHIEVEMENT OF COMPETENCY Common Competency: 1 DEVELOP AND UPDATE INDUSTRY KNOWLEDGE Learning Outcome 1. Seek information on the industry Task/Activity Required Date Accomplished 1.1 Sources of information on the industry are correctly identified and accessed 1.2 Information to assist effective work performance is obtained in line with job requirements 1.3 Specific information on sector of work is accessed and updated 1.4 Industry information is correctly applied to day to-day work activities 2. Update industry knowledge 2.1 Informal and/or formal research is used to update general knowledge of the industry 2.2 Updated knowledge is shared with customers and colleagues as appropriate and incorporated into day-to-day working activities 13 Instructors Remarks 3. Develop and update local knowledge 3.1 Local knowledge is developed to assist queries on local/national tourism industry 3.2 Local knowledge is updated using informal and/or formal research 3.3 Contact with local communities is maintained 4. Promote products and services to customers 4.1 Promotional initiatives are described that may be used to promote products and services 4.2 Selling skills are applied according to customer needs 14 RECORD OF ACHIEVEMENT OF COMPETENCY Common Competency: 2 OBSERVE WORKPLACE HYGIENE PROCEDURES Learning Outcome 1. Follow hygiene procedures Task/Activity Required Date Accomplished 1.1 Workplace hygiene procedures are implemented in line with enterprise and legal requirements 1.2 Handling and storage of items are undertaken in line with enterprise and legal requirements 2. Identify and prevent hygiene risks 2.1 Potential hygiene risks are identified in line with enterprise procedures 2.2 Action to minimize and remove risks are taken within scope of individual responsibility of enterprise/legal requirements 2.3 Hygiene risks beyond the control of individual staff members are reported to the appropriate person for follow up 15 Instructors Remarks RECORD OF ACHIEVEMENT OF COMPETENCY Common Competency: 3 PERFORM COMPUTER OPERATIONS Learning Outcome Task/Activity Required Date Accomplished Instructors Remarks . 1. Plan and 1.1. Requirements prepare for task to of task are be undertaken determined 1.2. Appropriate hardware and software is selected according to task assigned and required outcome 1.3. Task is planned to ensure OH & S guidelines and procedures are followed 2. Input data into computer . 2.1. Data are entered into the computer using appropriate program/application in accordance with company procedures 2.2. Accuracy of information is checked and information is saved in accordance with standard operating procedures 2.3. Inputted data are stored in storage media according to requirements 2.4. Work is performed within ergonomic guidelines 16 3. Access information using computer . 3.1. Correct program/application is selected based on job requirements 3.2. Program/application containing the information required is accessed according to company procedures 3.3. Desktop icons are correctly selected, opened and closed for navigation purposes 3.4. Keyboard techniques are carried out in line with OH & S requirements for safe use of keyboards . 4. Produce/output 4.1. Entered data data using are processed using computer system appropriate software commands 4.2. Data are printed out as required using computer hardware/peripheral devices in accordance with standard operating procedures 4.3. Files and data are transferred between compatible systems using computer software, 17 hardware/ peripheral devices in accordance with standard operating procedures 5. Maintain computer equipment and system 5.1. Systems for cleaning, minor maintenance and replacement of consumables are implemented 5.2. Procedures for ensuring security of data, including regular back-ups and virus checks are implemented in accordance with standard operating procedures 5.3. Basic file maintenance procedures are implemented in line with the standard operating procedures 5.4. Document systems are maintained 18 RECORD OF ACHIEVEMENT OF COMPETENCY Common Competency: 4 PERFORM WORKPLACE AND SAFETY PRACTICES Learning Outcome Task/Activity Required 1. Follow workplace procedures for health, safety and security practices 1.1 Correct health, safety and security procedures are followed in line with legislation, regulations and enterprise procedures Date Accomplished Instructors Remarks 1.2 Breaches of health, safety and security procedures are identified and reported in line with enterprise procedure 1.3 Suspicious behavior or unusual occurrence are reported in line with enterprise procedure 2. Perform child protection duties relevant to the tourism industry . 2.1 Issue of sexual exploitation of children by tourist is identified 2.2 National, regional and international actions are described to prevent the sexual exploitation of children by tourists 2.3 Actions that can be taken in the workplace are described to protect children from sexual exploitation by tourists 19 3. Observe and monitor people 3.1 Areas and people who require observation and monitoring is prepared 3.2 Observation and monitoring activities are implemented 3.3 Apprehension of offenders are determined 3.4 Offenders are arrested according to enterprise procedures 3.5 Administrative responsibilities are fulfilled 4. Deal with emergency situations . 4.1 Emergency and potential emergency situations are recognized and appropriate action are taken within individual’s scope of responsibility 4.2 Emergency procedures are followed in line with enterprise procedures 4.3 Assistance is sought from colleagues to resolve or respond to emergency situations 4.4 Details of emergency situations are reported in line with enterprise procedures 5. Maintain safe personal . 5.1 Safe personal standards are 20 presentation standards identified and followed in line with enterprise requirements 6. Maintain a safe and secure workplace 6.1 Workplace health, safety and security responsibilities are identified . 6.2 Framework to maintain workplace health, safety and security are maintained 6.3 Procedures for identifying and assessing health, safety and security hazards and risks are implemented 6.4 Injuries, illnesses and incidents are investigated 6.5 Organization's health, safety and security effectiveness are evaluated 21 RECORD OF ACHIEVEMENT OF COMPETENCY Common Competency: 5 PROVIDE EFFECTIVE CUSTOMER SERVICE Learning Outcome Task/Activity Required 1. Greet customer 1.1 Customers are greeted in line with enterprise procedure Date Accomplished 1.2 Verbal and nonverbal communications are appropriate to the given situation 1.3 Nonverbal communication are observed when responding to customers 1.4 Sensitivity to cultural and social differences is demonstrated 2. Identify needs of 2.1 Appropriate customers interpersonal skills are used to ensure that customer needs are accurately identified 2.2 Customer needs are assessed for urgency so that priority for service delivery can be identified 2.3 Customers are provided with information 2.4 Personal limitation in addressing customer needs is identified 22 Instructors Remarks and where appropriate, assistance is sought from supervisor 3. Deliver service to customer 3.1 Customer needs are promptly attended to in line with enterprise procedure 3.2 Appropriate rapport is maintained with customer to enable high quality service delivery 3.3 Opportunity to enhance the quality of service and products are taken wherever possible 4. Handle queries through use of common business tools and technology 4.1 Common business tools and technology are used efficiently to determine customer requirements 4.2 Queries/ information are recorded in line with enterprise procedure 4.3 Queries are acted upon promptly and correctly in line with enterprise procedure 5. Handle complaints/conflict situations, evaluation and recommendations 5.1 Guests are greeted with a smile and eye-to-eye contact ) 5.2 Responsibility for resolving the complaint is taken within limit of responsibility and 23 according to enterprise policy 5.3 Nature and details of complaint are established and agreed with the customer 5.4 Threats to personal safety are identified and managed to personal safety of customers or colleagues and appropriate assistance is organized 5.5 Appropriate action is taken to resolve the complaint to the customers satisfaction wherever possible 5.6 Conflict situations are resolved within scope of individual responsibility by applying effective communication skills and according to enterprise policy 24 RECORD OF ACHIEVEMENT OF COMPETENCY CORE Competency: 1 PREPARE ESPRESSO Learning Outcome Task/Activity Required Date Accomplished 1. Set up and prepare machine and equipment 1.1 Cups are preheated in accordance with enterprise standards. 1.2 Portafilter is wiped clean and dry before dosing. 1.3 Grind of coffee is checked. 1.4 Enough coffee is ground for the shot of espresso 1.5 Drip tray is cleaned and dried. 1.6 Rags are prepared and used properly. 2. Dose and 2.1 The appropriate Tamp Coffee amount of ground coffee is dosed in the portafilter. 2.2 Appropriate amount of pressure is applied to tamp the ground beans 2.3 Ground coffee is tamped evenly. 2.4 Portafilter sides and spouts are wiped and cleaned before inserting to the brew head 2.5 Spillage and wastage of ground beans are minimized during dosing and grinding. 3.Extract 3.1 Group head is espresso flushed before 25 Instructors Remarks inserting the portafilter 3.2 Portafilter is inserted and coffee is brewed immediately 3.3 Volume of espresso is checked 3.4 Extraction time of shot is monitored. 3.5 Crema of shot is inspected. 3.6 Espresso is served or used in a beverage immediately 26 RECORD OF ACHIEVEMENT OF COMPETENCY CORE Competency:2 TEXTURE MILK Learning Outcome Task/Activity Required 1.Prepare milk and equipment 1.1 Milk is chilled in accordance to appropriate temperature. 1.2 Adequate amount of milk is measured according to the kind of drink to be prepared. 1.3 Correct (size of ) steaming pitcher is selected in accordance with enterprise standards 1.4 Steaming pitcher is chilled in accordance to appropriate temperature. 1.5 Steam wand is flushed to remove condensed water. 1.6 Steam wand is wiped before steaming. 1.7 Rags for the steam wand are kept clean and moist 2.1 Steam wand is positioned at the right depth of the milk. 2.2 Full steam is applied when introducing air into the milk. 2.3 The sound of air being drawn into the milk is judged/evaluated thru the hissing sound. 2.Foam milk Date Accomplished 27 Instructors Remarks 3.Steam milk 2.4 Milk is stretched according to the desired volume of foam. 2.5 Milk is converted into microfoam. 3.1 Steam wand is angled as appropriate to create a whirlpool effect. 3.2 Milk is spun to achieve the desired consistency. 3.3 Milk is steamed at the ideal temperature for immediate consumption. 3.4 Steam wand is shut off some 5 degrees before the desired temperature. 3.5 Steam wand is flushed and wiped after steaming. 3.6 Big bubbles are removed by swirling and knocking the pitcher on the counter. 28 RECORD OF ACHIEVEMENT OF COMPETENCY CORE Competency:3 PREPARE AND SERVE COFFEE BEVERAGES Learning Outcome Task/Activity Required 1.Take orders of guests 1.1 Orders are taken and verified with guests or dining service crew. 1.2 Recommendations are offered to the guest on selection of coffee beverages. 1.3 General information about the coffee beans are provided to guests 1.4 Mise-en-place for coffee service is completed according to establishment’s standards and procedures. 2.1 Hot and cold espresso-based beverages are prepared according to standard recipes of the establishments 2.2Only good/perfect shots of espresso are served or used in the beverages. 2.3Appropriate cups/glasses and accessories are selected according to the beverage ordered. 2.4Espresso beverages are served immediately. 3.1Brewed coffee is prepared according to 2.Prepare espresso-based beverages 2. Prepare and serve Date Accomplished 29 Instructors Remarks brewed coffee the brewing method desired by the guest. 3.2Coffee is brewed according to ideal brewing time of the method 3.3Coffee beans are weighed or measured according to brewing method. 3.4Brewed coffee is served immediately. RECORD OF ACHIEVEMENT OF COMPETENCY CORE Competency:4 PERFORM BASIC MAINTENANCE OF MACHINES AND EQUIPMENT Learning Outcome Task/Activity Required 1. Maintain espresso machine 1.1 Backflushing of espresso is performed according to the type of machine. 1.2 Group head, gasket and porta filters are checked regularly. 1.3 Clean hot water is poured to the drip tray. 1.4 Steam wand is cleaned and wiped with a clean and moist rag. 1.5 Appropriate food grade cleaning chemical is used to backflush and descale espresso machine 1.6 Porta filer and baskets are soaked in hot water to remove oils. Date Accomplished 30 Instructors Remarks 2. Clean doser grinder 3. Care of small brewing devices 1.7 Group head and screen are brushed at the end of the day. 1.8 Water softener filter is checked regularly. 1.9 Suitable cleaning tools and materials are used to 2.1 Grounds are brushed off from the bottom and exterior part of the grinder 2.2 Bean hopper is wiped with clean cloth or paper towel or washed in warm water 2.3 The doser chamber or compartment (especially the chute area) is brushed out. 2.4 Grinder blades are checked regularly. 3.1 Small brewers are cleaned right after use in accordance with enterprise standards. 3.2 Small brewers are wiped dried before storage in accordance with enterprise standards. 3.3 Small brewers are stored in their proper places in accordance with enterprise standards. 3.4 Ceramics and glass brewers are washed and soaped after use in accordance with enterprise standards. 3.5 Filters of the small brewing apparatuses 31 are checked for damages. RECORD OF ACHIEVEMENT OF COMPETENCY CORE Competency:5 PERFORM BASIC CASHIERING AND CONTROL PROCEDURES Learning Outcome Task/Activity Required 1. Operate Electronic Cash register (ECR) or Point of sales system (POS) 1.1 ECR or POS is prepared before operation following standard procedures 1.2 Business transactions are entered and recorded in accordance with enterprise standards. 1.3 Reports are generated at the end of the shift in accordance with enterprise standards. 1.4 New item data are entered into the system in accordance with enterprise standard operating procedures. 1.5 Back up data base are made in accordance with enterprise standards. 2.1 Cash is received and counted in accordance with enterprise accounting procedures. 2.2 Change is given and counted in front of the guest in accordance with enterprise accounting procedures. 2.3 Receipts/tapes are printed out and given 2. Receive payments Date Accomplished 32 Instructors Remarks to guest in accordance with enterprise accounting procedures. 3. Handle 3.1 Cash funds are Change secured in accordance Funds and with enterprise Petty Cash standard procedures 3.2 Cash count reports are prepared in accordance with enterprise standard procedures. 3.3 Expenses are monitored and recorded in accordance with enterprise standard procedures. 4. Maintain par 4.1 Beginning and stock of items ending inventory are conducted before and after operations in accordance with enterprise inventory procedures 4.2 Stocks are requested according to enterprise standard procedures 4.3 Issued stock items are checked against requisition documents in accordance with enterprise procedures 4.4 Stock levels are monitored in accordance with par stocking procedures. 33 SUMMARY RECORD OF ACHIEVEMENT OF COMPETENCIES Qualification Title: BARISTA NC II COMPETENCIES GRADE Participate in workplace communication Work in team environment Solve /address general workplace problems BASIC Develop career and life decisions Contribute to workplace innovation Present relevant information Practice occupational safety and health policies and procedures Exercise efficient and effective sustainable practices in the workplace Practice entrepreneurial skills in the workplace COMMON Develop and update industry knowledge Observe workplace hygiene procedures Perform computer operations Perform workplace and safety practices Provide effective customer service Prepare Espresso CORE Texture Milk Prepare and Serve Coffee Beverages Perform Basic Maintenance of Machines and Equipment Perform Basic Cashiering and General Control Procedures 34 _______________________________________ TRAINEE _______________________________________ TRAINER GARY B. CASTAĆEDA School President 35