SECTOR:
TOURISM
QUALIFICATION TITLE:
EVENTS MANAGEMENT SERVICES NC III
UNIT OF COMPETENCY:
LEAD WORKPLACE COMMUNICATION
MODULE TITLE:
LEADING WORKPLACE COMMUNICATION
B&B ACADEMY FOR SKILLS
TRAINING & ASSESSMENT INC.
B85 L3 P2 C33 ST., KARANGALANG
VILLAGE PASIG CITY
PLAN
TRAINING
SESSION
Data Gathering Instrument for Trainee’s Characteristics
Please answer the following instrument according to the characteristics described below. Encircle
the letter of your choice that best describes you as a learner. Blank spaces are provided for some data that
need your response.
Characteristics of learners
Language, literacy
and numeracy
(LL&N)
Cultural and
language
background
Average grade in: English
Average grade in: Math
a. 95 and above
a. 95 and above
b. 90 to 94
b. 90 to 94
c. 85 to 89
c. 85 to 89
d. 80 to 84
d. 80 to 84
a. 75 to 79
e. 75 to 79
Ethnicity/culture:
a. Tagalog
b. Bisaya
c. Bicolano
d. Ilocano
e. Kapampangan
f. Ibaloy
g. Others( please specify)_____________
Education &
general knowledge
Highest Educational Attainment:
a. High School Level
b. High School Graduate
c. College Level
d. College Graduate
Sex
a. Male
b. Female
Age
Your age: _34_
Physical ability
1. Disabilities (if any)_____________________
2. Existing Health Conditions (Existing illness if any)
a. None
b. Asthma
c. Heart disease
d. Anemia
e. Hypertension
f. Diabetes
g. Others(please specify) ___________________
Events Management Services III
Previous
experience with
the topic
a. Enumerate all the core competencies
b. For chosen competency, do not encircle letter
c. For other competencies, encircle letter(s)
Previous
learning
experience
List down trainings related to
“Your NCII Qualification”
____________________________________________________
Training Level
completed
Learning styles
National Certificates acquired and NC level
Events Management Services NCIII
a. Visual - The visual learner takes mental pictures of information given, so in order
for this kind of learner to retain information, oral or written, presentations of new
information must contain diagrams and drawings, preferably in color. The visual
learner can't concentrate with a lot of activity around him and will focus better and
learn faster in a quiet study environment.
b. Kinesthetic - described as the students in the classroom, who have problems
sitting still and who often bounce their legs while tapping their fingers on the
desks. They are often referred to as hyperactive students with concentration
issues.
c. Auditory- a learner who has the ability to remember speeches and lectures in
detail but has a hard time with written text. Having to read long texts is pointless
and will not be retained by the auditory learner unless it is read aloud.
d. Activist - Learns by having a go
e. Reflector - Learns most from activities where they can watch, listen and then
review what has happened.
f. Theorist - Learns most when ideas are linked to existing theories and concepts.
g. Pragmatist - Learns most from learning activities that are directly relevant to their
situation.
Other needs
a. Financially challenged
b. Working student
c. Solo parent
d. Others(please specify)
___________________________
FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary data or information which are
essential in planning training sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I…?
1. Lead workplace communication
YES
1.1 Communicate information about workplace processes
/
1.2 Lead workplace discussions
1.3 Identify and communicate issue arising in the workplace
/
/
2. Lead small teams
2.1 Provide team leadership
2.2 Assign responsibilities
/
/
2.3 Set performance expectations for team members
2.4 Supervise team performance
/
/
3. Develop and practice negotiations skills
3.1 Plan negotiations
3.2 Participate in negotiations
4. Solve problems related to work activities
4.1 Identify the problem
4.2 Determine fundamental causes of the problem
4.3 Determine corrective action
4.4 Provide recommendation(s) to the manager
5. Use mathematical concepts and techniques
5.1 Identify mathematical tools and techniques to solve the problem
5.2 Apply mathematical procedure/solution
5.3 Analyze results
6. Use relevant technologies
6.1 Study/select appropriate technology
6.2 Apply relevant technology
6.3 Maintain/enhance relevant technology
/
/
/
/
/
/
/
/
/
/
/
/
NO
COMMON COMPETENCIES
CAN I…?
YES
NO
1. Roster Staff
1.1 Development and implement staff roster
/
1.2 Maintain staff records
/
2. Control and Order Stock
2.1 Maintain stock levels and records
/
2.2 Process stock orders
/
2.3 Minimizing stock losses
/
2.4 Follow-up Orders
/
2.5 Organize and administer stocks
/
3. Train small group
3.1 Prepare for trainings
/
3.2 Deliver training
/
3.3 Provide opportunities for practices
/
3.4 Review training
/
4. Establish and connect business relationships
4.1 Establish and conduct business relationship
/
4.2 Conduct negotiations
/
4.3 Make formal business agreement
/
4.4 Foster and maintain business relationships
/
CORE COMPETENCIES
CAN I…?
YES
EVENT PLANNING SERVICES
1. Plan and develop event proposal or bid
1.1 Interpret event brief
/
1.2 Develop proposal and bid details
/
NO
1.3 Develop bid materials
/
1.3 Submit or present the bid or proposal on time
/
2. Develop an event concept
2.1 Identify overall event objectives and scope
/
2.2 Establish event concept theme and format
/
3. Develop event program
3.1 Identify conference objectives
/
3.2 Design event program
3.3 Finalize program details
/
/
4. Select event venue and site
4.1 Analyze venue or site requirements
/
4.2 Source event venues or sites
/
/
4.3 Confirm venue or site arrangement
5. Develop and update event industry knowledge
5.1 Source and apply information on the structure and operation of the event
industry
5.2 Source and apply information on ethical and legal issues for the
event industry
/
5.3 Source and apply information on event industry technology
/
5.4 Update event industry knowledge
/
/
6. Provide on-site event management services
6.1 Prepare for site management
/
6.2 Oversee meeting / event
/
6.3 Monitor meeting/event operation
/
6.4 Oversee Meeting / event breakdown
/
7. Manage contractors for indoor
7.1 Identify operational requirements
/
7.2 Source contractors
/
7.3 Monitor contractors
/
8. Develop and update knowledge protocol
8.1 Seek information on appropriate protocol
/
8.2 Integrate appropriate protocol procedures into work activities
/
8.3 Update knowledge protocol
/
Prepared by:
MA. FELISE SANCHEZ – SALISI
Note: In making the Self-Check for your Qualification, all required competencies should be
specified. It is therefore required of a Trainer to be well- versed of the CBC or TR of the
program qualification he is teaching.
Evidences/Proof of Current Competencies
Form 1.2:
Evidence of Current Competencies acquired related to Job/Occupation
Current Competencies
Proof/Evidence
Means of
validating
1. Lead workplace communication
1.1 Communicate information about workplace processes
1.2 Lead workplace discussions
1.3 Identify and communicate issue arising in the workplace
Certificate of
Achievement
Certificate
with Dry seal
2. Lead small teams
2.1 Provide team leadership
2.2 Assign responsibilities
2.3 Set performance expectations for team members
2.4 Supervise team performance
Certificate of
Achievement
Certificate
with Dry seal
3.Develop and practice negotiations skills
3.1 Plan negotiations
3.2 Participate in negotiations
Certificate of
Achievement
Certificate
with Dry seal
4.Solve problems related to work activities
4.1 Identify the problem
4.2 Determine fundamental causes of the problem
4.3 Determine corrective action
4.4 Provide recommendation(s) to the manager
Certificate of
Achievement
Certificate
with Dry seal
5. Use mathematical concepts and techniques
5.1 Identify mathematical tools and techniques to solve the problem
5.2 Apply mathematical procedure/solution
5.3 Analyze results
Certificate of
Achievement
Certificate
with Dry seal
6. Use relevant technologies
6.1 Study/select appropriate technology
6.2 Apply relevant technology
6.3 Maintain/enhance relevant technology
Certificate of
Achievement
Certificate
with Dry seal
BASIC COMPETENCIES
Current Competencies
Proof/Evidence
Means of
validating
Certificate of
Achievement
Certificate with Dry
seal
COMMON COMPETENCIES
1. Roster Staff
1.1 Development and implement staff roster
1.2 Maintain staff records
2. Control and Order Stock
2.1 Maintain stock levels and records
2.2 Process stock orders
2.3 Minimizing stock losses
2.4 Follow-up Orders
2.5 Organize and administer stocks
Certificate of
Achievement
Certificate with Dry
seal
3. Train small group
3.1 Prepare for training
3.2 Deliver training
3.3 Provide opportunities for practices
3.4 Review training
Certificate of
Achievement
Certificate with Dry
seal
4. Establish and connect business relationships
4.1 Establish and conduct business relationship
4.2 Conduct negotiations
4.3 Make formal business agreement
4.4 Foster and maintain business relationships
Certificate of
Achievement
Certificate with Dry
seal
Proof/Evidence
Means of
validating
1. Plan and develop event proposal or bid
1.1 Interpret event brief
1.2 Develop proposal and bid details
1.3 Develop bid materials
Certificate of
Achievement
Certificate with Dry
seal
2. Develop an event concept
2.1 Identify overall event objectives and scope
2.2 Establish event concept theme and format
Certificate of
Achievement
Certificate with Dry
seal
3. Develop event program
3.1 Identify conference objectives
3.2 Design event program
3.3 Finalize program details
Certificate of
Achievement
Certificate with Dry
seal
4. Select event venue and site
4.1 Analyze venue or site requirements
4.2 Source event venues or sites
4.3 Confirm venue or site arrangement
Certificate of
Achievement
Certificate with Dry
seal
5. Develop and update event industry knowledge
5.1 Source and apply information on the structure and operation
of the event industry
5.2 Source and apply information on ethical and legal issues for
the event industry
5.3 Source and apply information on event industry technology
5.4 Update event industry knowledge
Certificate of
Achievement
Certificate with Dry
seal
Current Competencies
CORE COMPETENCIES (EVENT PLANNING SERVICES)
CORE COMPETENCIES (ON-SITE EVENT MANAGEMENT SERVICES)
6. Provide on-site event management services
6.1 Prepare for site management
6.2 Oversee meeting / event
6.3 Monitor meeting/event operation
6.4 Oversee Meeting / event breakdown
Certificate of
Achievement
Certificate with Dry
seal
7. Manage contractors for indoor
7.1 Identify operational requirements
7.2 Source contractors
7.3 Monitor contractors
Certificate of
Achievement
Certificate with Dry
seal
8.Develop and update knowledge protocol
8.1 Seek information on appropriate protocol
8.2 Integrate appropriate protocol procedures into work activities
8.3 Update knowledge protocol
Certificate of
Achievement
Certificate with Dry
seal
Prepared by:
MA. FELISE SANCHEZ – SALISI
Identifying Training Gaps
From the accomplished Self-Assessment Check (Form 1.1) and the evidences of current
competencies (Form 1.2), the Trainer will be able to identify what the training needs of the prospective
trainee are.
Form 1.3 Summary of Current Competencies Versus Required Competencies
Required Units of
Competency/Learning
Outcomes based on TR
Current Competencies
1. Lead workplace communication
1.1 Communicate information about
workplace processes
Communicating information
about workplace processes
1.2 Lead workplace discussions
Leading workplace discussions
1.3 Identify and communicate issue arising
in the workplace
Identifying and communicating
issue arising in the workplace
2. Lead small teams
2.1 Provide team leadership
Providing team leadership
2.2 Assign responsibilities
Assigning responsibilities
2.3 Set performance expectations for team
members
Setting performance
expectations for team members
2.4 Supervise team performance
Supervising team performance
3. Develop and practice negotiations skills
3.1 Plan negotiations
Planning negotiations
3.2 Participate in negotiations
Participating in negotiations
4. Solve problems related to work activities
4.1 Identify the problem
Identifying the problem
4.2 Determine fundamental causes of the
problem
Determining fundamental causes
of the problem
4.3 Determine corrective action
Determining corrective action
4.4 Provide recommendation(s) to the
manager
Providing recommendation(s) to
the manager
5. Use mathematical concepts and techniques
Training
Gaps/Requirements
5.1 Identify mathematical tools and
techniques to solve the problem
Identifying mathematical tools
and techniques to solve the
problem
5.2 Apply mathematical procedure/solution
Applying mathematical
procedure/solution
5.3 Analyze results
Analyzing results
6. Use relevant technologies
6.1 Study/select appropriate technology
Studying/selecting appropriate
technology
6.2 Apply relevant technology
Applying relevant technology
6.3 Maintain/enhance relevant technology
Maintaining/enhancing relevant
technology
COMMON COMPETENCIES
1. Roster Staff
1.1 Development and implement staff roster
Developing and implementing
staff roster
1.2 Maintain staff records
Maintaining staff records
2. Control and Order Stock
2.1 Maintain stock levels and records
Maintaining stock levels and
records
2.2 Process stock orders
Processing stock orders
2.3 Minimize stock losses
Minimizing stock losses
2.4 Follow-up Orders
Following up orders
2.5 Organize and administer stocks
Organizing and administering
stocks
3. Train small group
3.1 Prepare for trainings
Preparing for trainings
3.2 Deliver training
Delivering training
3.3 Provide opportunities for practices
Providing opportunities for
practices
3.4 Review training
Reviewing training
4. Establish and connect business relationships
4.1 Establish and conduct business
relationship
Establishing and conducting
business relationship
4.2 Conduct negotiations
Conducting negotiations
4.3 Make formal business agreement
Making formal business
agreement
4.4 Foster and maintain business
relationships
Fostering and maintaining
business relationships
CORE COMPETENCIES
1. Plan and develop event proposal or bid
1.1 Interpret event brief
Interpreting event brief
1.2 Develop proposal and bid details
Developing proposal and bid
details
1.3 Develop bid materials
Developing bid materials
1.4 Submit or present the bid or proposal on
time
Submitting or present the bid or
proposal on time
2. Develop an event concept
2.1 Identify overall event objectives and
scope
Identifying overall event
objectives and scope
2.2 Establish event concept theme and
format
Establishing event concept
theme and format
3. Develop event program
3.1 Identify conference objectives
Identifying conference objectives
3.2 Design event program
Designing event program
3.3 Finalize program details
Finalizing program details
4. Select event venue and site
4.1 Analyze venue or site requirements
Analyzing venue or site
requirements
4.2 Source event venues or sites
Sourcing event venues or sites
4.3 Confirm venue or site arrangement
Confirming venue or site
arrangement
5. Develop and update event industry knowledge
5.1 Source and apply information on the
structure and operation of the event industry
Sourcing and applying
information on the structure and
operation of the event industry
5.2 Source and apply information on ethical
and legal issues for the event industry
Sourcing and applying
information on ethical and legal
issues for the event industry
5.3 Source and apply information on event
industry technology
Sourcing and applying
information on event industry
technology
5.4 Update event industry knowledge
Updating event industry
knowledge
6. Provide on-site event management services
6.1 Prepare for site management
Preparing for site management
6.2 Oversee meeting / event
Overseeing meeting / event
6.3 Monitor meeting/event operation
Monitoring meeting/event
operation
6.4 Oversee Meeting / event breakdown
Overseeing Meeting / event
breakdown
7. Manage contractors for indoor
7.1 Identify operational requirements
Identifying operational
requirements
7.2 Source contractors
Sourcing contractors
7.3 Monitor contractors
Monitoring contractors
8. Develop and update knowledge protocol
8.1 Seek information on appropriate protocol
Seeking information on
appropriate protocol
8.2 Integrate appropriate protocol
procedures into work activities
Integrating appropriate protocol
procedures into work activities
8.3 Update knowledge protocol
Updating knowledge protocol
Prepared by:
MA. FELISE SANCHEZ – SALISI
Using Form No.1.4, convert the Training Gaps into a Training Needs/ Requirements. Refer to the TR in
identifying the Module Title or Unit of Competency of the training needs identified.
Form No. 1.4: Training Needs
Training Needs (Learning
Outcomes)
Module Title/Module of Instruction
3.1 Identify conference objectives
3.2 Design event program
3.3 Finalize program details
Prepared by:
MA. FELISE SANCHEZ – SALISI
Developing Event Program