Plan Training Session

Name: ____________________________ Date:_________________

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 Average grade in: Average grade in:
numeracy (LL&N)
English 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
E. 75 to 79 E. 75 to 79

Cultural and language Ethnicity/culture:

background a. Ifugao
b. Igorot
c. Ibanag
d. Tagalog
e. Gaddang
f. Muslim
g. Ibaloy
h. Others( please specify)_____________

Education & general Highest Educational Attainment:

knowledge A. High School level
B. High School Graduate
C. Senior High Level
D. Senior High School Graduate
E. College level
F. College Graduate
G. With units in Master’s Degree
H. Masteral Graduate
I. With units in Doctoral level
J. Doctoral Graduate
Sex A. Male
B. Female
Age Your Age:

A. 18 – 22
B. 23 – 27
C. 28 – 32
D. 33 – 37
E. 38 above
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) ___________________
Previous Experience Select previous experience with Bookkeeping NC
with the topic III
A. Clerk
B. Accountant
C. Bookkeeper
D. Cashier
E. Others (Please specify)___________________

Previous Learning Select trainings related to Bookkeeping NC III

Experience A. Accounting and Bookkeeping for Non-
Accountant
B. Understanding Financial Statements and
Financial Ratios
C. Personal Financial Planning Workshop
D. Others (Please specify)__________________

Training level Complete National Certificates acquired and NC level

A. Computer Systems Servicing NC II

B. Food and Beverage Services NC II
C. Front Office Services NC II
D. None
E. Others: (Please specify)______________________

Special Courses Other courses related to Bookkeeping

A. Accountancy
B. Financial Management
C. Accounting Management
D. Business Management
E. Others (Please specify)___________________
 Learning style 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.

a. Financially challenged
Other needs
b. Working student
c. Solo parent
d. Others (Please specify)____________________
 Characteristics of Learners

experience with

Special Courses
Physical ability

Learning Style
Training Level
Literacy and

Cultural and

Education &

Other Needs
background

experience
knowledge
Language,

Numeracy

Complete
the topic
language

Learning
Previous

Previous
Name of Trainee

(LLN&N)

general

Age
Sex
1. Atienza, Eva C C D F F A a B B C A A A
2. Benedicto, Alsie C D D F F B a C A A D E C
3. De Guzman, Chester A B D F M B a B B B A B C
4. Hernandez, Jobelle A B D F F B a C A A D G C
5. Ilagan, Jane D D D E F C a A C C D F B
6. Maandal, Carla B C D F F C a D C B D D A
7. Manumbali, Hazel A A D F F D a B B A A D A
8. Mendoza, Arvie B C D E M D a A C B D A B
9. Pagkaliwangan, Patricia A A D F F B a D C B D B A
[Link], Lorince C B D E M C a D C C D C B

Prepared by:

Reina B. Matanguihan
Trainer
 FORM 4.1 SELF-ASSESSMENT CHECKLISTS

Instruction:

This Self-Check Instrument will give trainer data or information which

is essential in planning training sessions for Bookkeeping NC III. Please
check the appropriate box of your answer.

CAN I?... YES NO

BASIC COMPETENCIES
1. LEAD WORKPLACE COMMUNICATION √
1.1 Communicate information about workplace
processes
1.2 Lead workplace discussions
1.3 Identify and communicate issues 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 Supervised team performance
3. DEVELOP AND PRACTICE NEGOTIATION √
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
4.4 Determine corrective action
4.5 Provide recommendation/s to manager
5. USE MATHEMATICAL CONCEPTS AND √
TECHNIQUES
5.1 Identify mathematical tools and techniques to
solve problem
5.2 Apply mathematical procedure/solution
3. Analyze results
6. USE RELEVANT TECHNOLOGIES √
6.1 Study/select appropriate technology
6.2 Apply relevant technology
6.3 Maintain/enhance relevant technology
COMMON COMPETENCIES
1. APPLY QUALITY STANDARDS √
1.1 Assess quality of received materials
1.2 Assess own work
1.3 Engage in quality improvement
2. PERFORM COMPUTER OPERATIONS √
2.1 Plan and prepare for task to be taken undertaken
2.2 Input data into computer
2.3 Access information using computer
2.4 Produce output/ data using computer system
2.5 Use basic functions of a www-browser to locate
information
2.6 Maintain computer equipment and systems

3. MAINTAIN AN EFFECTIVE RELATIONSHIP √

WITH CLIENT/CUSTOMERS
3.1 Maintain a clean and hygienic environment
3.2 Meet client/customer requirements
3.3 Build credibility with customers/clients
4. MANAGE OWN PERFORMANCE √
4.1 Plan for completion of own workload
4.2 Maintain quality of performance
4.3 Build credibility with customers/clients
CORE COMPETENCIES
1. JOURNALIZE TRANSACTIONS √
1.1 Prepare chart of accounts
1.2 Analyze documents
1.3 Prepare journal entry
2. POST TRANSACTIONS √
2.1 Prepare ledger
2.2 Transfer journal entries
2.3 Summarize ledger
3. PREPARE TRIAL BALANCE √
3.1 List account titles
3.2 Transfer balances from the ledger
3.3 Summarize trial balance
4. PREPARE FINANCIAL REPORTS √
4.1 Prepare financial statement
4.2 Analyze financial statements
5. REVIEW INTERNAL CONTROL SYSTEM √
5.1 Check policy compliance
5.2 Prepare policy compliance report

Trainee’s Signature: ___________________________ Date: _______________

Trainer’s Signature: ___________________________ Date: _______________
Form 4.2: Evidence of Current Competencies acquired related to
Job/Occupation

Current Proof/Evidence Means of Validating

Competencies

BASIC COMPETENCIES
1. LEAD WORKPLACE
COMMUNICATION
1.1 Communicate Certificate of Authenticated with dry
information about Achievement seal signed by the
workplace processes school administrator of
the institution
Certificate of Authenticated with dry
1.2 Lead workplace Achievement seal signed by the
discussions school administrator of
the institution
1.3 Identify and Certificate of Authenticated with dry
communicate issues Achievement seal signed by the
arising in the school administrator of
workplace the institution
2. LEAD SMALL TEAMS
2.1Provide team Certificate of Authenticated with dry
leadership Achievement seal signed by the
school administrator of
the institution
2.2 Assign responsibilities Certificate of Authenticated with dry
Achievement seal signed by the
school administrator of
the institution
2.3 Set performance Certificate of Authenticated with dry
expectations for team Achievement seal signed by the
members school administrator of
the institution
2.4 Supervised team Certificate of Authenticated with dry
performance Achievement seal signed by the
school administrator of
the institution
1. DEVELOP AND
PRACTICE
NEGOTIATION
SKILLS
3.1 Plan negotiations Certificate of Authenticated with dry
Achievement seal signed by the
school administrator of
the institution
3.2 Participate in Certificate of Authenticated with dry
negotiations Achievement seal signed by the
school administrator of
the institution
2. SOLVE PROBLEMS
RELATED TO WORK
ACTIVITIES
4.1 Identify the problem Certificate of Authenticated with dry
Achievements seal signed by the
school administrator of
the institution
4.2 Determine Certificate of Authenticated with dry
fundamental causes of Achievement seal signed by the
the problem school administrator of
the institution
4.4 Determine corrective Certificate of Authenticated with dry
action Achievement seal signed by the
school administrator of
the institution
4.5 Provide Certificate of Authenticated with dry
recommendation/s Achievement seal signed by the
to manager school administrator of
the institution
3. USE MATHEMATICAL
CONCEPTS AND
TECHNIQUES
5.1 Identify mathematical Certificate of Authenticated with dry
Achievement seal signed by the
tools and techniques
school administrator of
to solve problem the institution
5.2 Apply mathematical Certificate of Authenticated with dry
Achievement seal signed by the
procedure/solution
school administrator of
the institution
5.3 Analyze results Certificate of Authenticated with dry
Achievement seal signed by the
school administrator of
the institution
4. USE RELEVANT
TECHNOLOGIES
6.1 Study/select Certificate of Authenticated with dry
appropriate Achievement seal signed by the
technology school administrator of
the institution
6.2 Apply relevant Certificate of Authenticated with dry
technology Achievement seal signed by the
school administrator of
 the institution
6.3 Maintain/enhance Certificate of Authenticated with dry
relevant technology Achievement seal signed by the
school administrator of
the institution
COMMON
COMPETENCIES
1. APPLY QUALITY
STANDARDS
1.1 Assess quality of Certificate of Authenticated with dry
received materials Achievement seal signed by the
school administrator of
the institution
1.2 Assess own work Certificate of Authenticated with dry
Achievements seal signed by the
school administrator of
the institution
1.3 Engage in quality Certificate of Authenticated with dry
improvement Achievement seal signed by the
school administrator of
the institution
2. PERFORM
COMPUTER
OPERATIONS
2.1 Plan and prepare for Certificate of Authenticated with dry
task to be taken Achievement seal signed by the
undertaken school administrator of
the institution
2.2 Input data into Certificate of Authenticated with dry
computer Achievement seal signed by the
school administrator of
the institution
2.3 Access information Certificate of Authenticated with dry
using computer Achievement seal signed by the
school administrator of
the institution
2.4 Produce output/ data Certificate of Authenticated with dry
using computer Achievement seal signed by the
system school administrator of
the institution
2.5 Use basic functions of Certificate of Authenticated with dry
a www-browser to Achievement seal signed by the
locate information school administrator of
the institution
2.6 Maintain computer Certificate of Authenticated with dry
equipment and Achievement seal signed by the
school administrator of
 systems the institution
3. MAINTAIN AN
EFFECTIVE
RELATIONSHIP WITH
CLIENT/CUSTOMERS
3.1 Maintain a clean and Certificate of Authenticated with dry
hygienic environment Achievement seal signed by the
school administrator of
the institution
3.2 Meet client/customer Certificate of Authenticated with dry
requirements Achievement seal signed by the
school administrator of
the institution
3.3 Build credibility with Certificate of Authenticated with dry
customers/clients Achievement seal signed by the
school administrator of
the institution
4. MANAGE OWN
PERFORMANCE
4.1 Plan for completion of Certificate of Authenticated with dry
own workload Achievement seal signed by the
school administrator of
the institution
4.2 Maintain quality of Certificate of Authenticated with dry
performance Achievement seal signed by the
school administrator of
the institution
4.3 Build credibility with Certificate of Authenticated with dry
customers/clients Achievement seal signed by the
school administrator of
the institution

Trainee’s Signature ________________________ Date: ______________

Trainer’s Signature ________________________ Date: ______________
 Form 4.3 SUMMARIES OF CURRENT COMPETENCIES VERSUS
REQUIRED COMPETENCIES

Required Units of Current Competencies Training

Competency/Learning Gaps/Requirements
Outcomes based on CBC

BASIC COMPETENCIES
1. LEAD WORKPLACE 1. LEAD WORKPLACE
COMMUNICATION COMMUNICATION
1.1 Communicate 1.1 Communicate
information about information about
workplace processes workplace processes
1.2 Lead workplace 1.2 Lead workplace
discussions discussions

1.3 Identify and 1.3 Identify and

communicate issues communicate issues
arising in the arising in the workplace
workplace

2. LEAD SMALL TEAMS 2. LEAD SMALL TEAMS

2.1 Provide team 2.1 Provide team leadership
leadership
2.2 Assign 2.2 Assign responsibilities
responsibilities
2.3 Set performance 2.3 Set performance
expectations for team expectations for team
members members
2.4 Supervised team 2.4 Supervised team
performance performance
3. DEVELOP AND 3. DEVELOP AND
PRACTICE PRACTICE
NEGOTIATION NEGOTIATION SKILLS
SKILLS
3.1 Plan negotiations 3.1 Plan negotiations

3.2 Participate in 3.2 Participate in

negotiations negotiations
4. SOLVE PROBLEMS 4. SOLVE PROBLEMS
RELATED TO WORK RELATED TO WORK
ACTIVITIES ACTIVITIES
4.1 Identify the problem 4.1 Identify the problem

4.2 Determine 4.2 Determine fundamental

fundamental causes of causes of the problem
 the problem
4.3 Determine corrective 4.3 Determine corrective
action action

4.4 Provide 4.4 Provide

recommendation/s recommendation/s to
to manager manager
5. USE MATHEMATICAL 5. USE MATHEMATICAL
CONCEPTS AND CONCEPTS AND
TECHNIQUES TECHNIQUES
5.1 Identify mathematical 5.1 Identify mathematical
tools and techniques to
tools and techniques to
solve problem
solve problem
5.2 Apply mathematical 5.2 Apply mathematical
procedure/solution
procedure/solution
5.3 Analyze results 5.3 Analyze results
6. USE RELEVANT 6. USE RELEVANT
TECHNOLOGIES TECHNOLOGIES
6.1 Study/select 6.1 Study/select
appropriate appropriate technology
technology
6.2 Apply relevant 6.2 Apply relevant
technology technology
6.3 Maintain/enhance 6.3 Maintain/enhance
relevant technology relevant technology
COMMON COMPETENCIES
1. APPLY QUALITY 1. APPLY QUALITY
STANDARDS STANDARDS
1.1 Assess quality of 1.1 Assess quality of
received materials received materials
1.2 Assess own work 1.2 Assess own work
1.3 Engage in quality 1.3 Engage in quality
improvement improvement
2. PERFORM 2. PERFORM COMPUTER
COMPUTER OPERATIONS
OPERATIONS
2.1 Plan and prepare for 2.1 Plan and prepare for
task to be taken task to be taken
undertaken undertaken
2.2 Input data into 2.2 Input data into
computer computer
2.3 Access information 2.3 Access information
 using computer using computer
2.4 Produce output/ data 2.4 Produce output/ data
using computer using computer system
system
2.5 Use basic functions of 2.5 Use basic functions of a
a www-browser to www-browser to locate
locate information information
2.6 Maintain computer 2.6 Maintain computer
equipment and equipment and systems
systems
3. MAINTAIN AN 3. MAINTAIN AN
EFFECTIVE EFFECTIVE
RELATIONSHIP WITH RELATIONSHIP WITH
CLIENT/CUSTOMERS CLIENT/CUSTOMERS

3.1 Maintain a clean and 3.1 Maintain a clean and

hygienic environment hygienic environment
3.2 Meet client/customer 3.2 Meet client/customer
requirements requirements
3.3 Build credibility with 3.3 Build credibility with
customers/clients customers/clients
4. MANAGE OWN 4. MANAGE OWN
PERFORMANCE PERFORMANCE
4.1 Plan for completion of 4.1 Plan for completion of
own workload own workload
4.2 Maintain quality of 4.2 Maintain quality of
performance performance
4.3 Build credibility with 4.3 Build credibility with
customers/clients customers/clients
CORE COMPETENCIES
1. JOURNALIZE 1. JOURNALIZE
TRANSACTIONS TRANSACTIONS
1.1 Prepare chart of 1.1 Prepare chart of
accounts accounts
1.2 Analyze documents 1.2 Analyze
documents
1.3 Prepare journal entry 1.3 Prepare journal
entry
2. POST TRANSACTIONS 2. POST
TRANSACTIONS
2.1 Prepare ledger 2.1 Prepare ledger
2.2 Transfer journal 2.2 Transfer journal
entries entries
2.3 Summarize ledger 2.3 Summarize ledger
3. PREPARE TRIAL 3. PREPARE TRIAL
BALANCE BALANCE
3.1 List account titles 3.1 List account titles
3.2 Transfer balances 3.2 Transfer
from the ledger balances from the
ledger
3.3 Summarize trial 3.3 Summarize trial
balance balance
4. PREPARE FINANCIAL 4. PREPARE
REPORTS FINANCIAL
REPORTS
4.1 Prepare financial 4.1 Prepare financial
statement statement
4.2 Analyze financial 4.2 Analyze financial
statements statements
5. REVIEW INTERNAL 5. REVIEW
CONTROL SYSTEM INTERNAL
CONTROL
SYSTEM
5.1 Check policy 5.1 Check policy
compliance compliance
5.2 Prepare policy 5.2 Prepare policy
compliance report compliance report
 Form 4.4 TRAINING NEEDS
Training Needs Module Title/
(Learning Outcome) Module Instruction
2.1 Prepare ledger
2.2 Transfer journal entries 2. Posting Transaction
2.3 Summarize ledger
 SESSION PLAN
Sector: : Health, Social, and Other Community Development Services Sector
Qualification: : Bookkeeping NC III
Unit of Competency: : Post Transaction
Module Title: : Posting Transaction

Learning Outcomes:
At the completion of the module, the trainees must be able to:
1. Prepare a ledger
2. Transfer journal entries
3. Summarize ledger
A. Introduction:
This module covers the knowledge, skills, and attitudes in posting transactions manually.
B. Learning Activities
LO 1. Prepare a ledger
Learning Content Methods Presentation Practice Feedback Resources Time
1.1 What is ledger? Lecture / Trainers Answer Oral  Laptop
Discussion discuss what is Question  Marker
ledger  Ballpen
 White Board
 Eraser
 Ledger
Individual Read Answer Self- Compare CBLM
Study information check 2.1-1 answer to (Information
sheet 2.1-1 answer key Sheet &
 “what is ledger” 2.1-1 Operation Sheet
2.1-1)
LO 2. Transfer journal entries
2.1. What is Lecture / Trainer Answer Oral  Laptop
posting? discusses what Question  Marker
Discussion
is posting
 Ballpen
 White Board
 Eraser
 Ledger
 Journal
entries
 Calculator

Individual Read Answer Self- Compare CBLM

Study information check 2.2-1 answer to (Information
sheet 2.2-1 answer key Sheet &
“what is a 2.2-1 Operation Sheet
posting” 2.2-1)

Demonstration Trainer - Perform task Refer to  Marker

demonstrates sheet 2.2-1 performance  White Board
what is “what is criteria  Eraser
posting posting” checklist  Ledger
2.2-1  Journal Sheet
 Calculator
LO 3. Summarize ledger
3.1 How to Lecture / Trainer discusses Answer Oral  Laptop
summarize how to Question  Marker
Discussion
ledger? summarize ledger
 Ballpen
 White Board
 Eraser
 Ledger
 Journal
entries
 Calculator
Individual Read information Answer Self- Compare CBLM
Study sheet 2.3-1 “how check 2.3-1 answer to (Information n
to summarize answer key Sheet &
ledger” 2.3-1 Operation Sheet
2.3-1)

Demonstration Trainer - Perform task Refer to  Marker

demonstrates sheet 2.3-1 performance  White Board
summarizing “summarizing criteria  Eraser
ledger ledger” checklist  Journal sheet
2.3-1  Ledger
 Calculator
 Pencil
 Ballpen
C. Assessment Plan
 Written examination
 Performance test of the job sheets.
 D. Teacher’s Reflection
The session plan is effective in a way that the trainees understand, solve and practice the process of
posting transaction. The trainees classified financial information about the subjects such as a person, asset and
an expense or income. They are ready to prepare a trial balance that provides a check on the arithmetical
accuracy of the recording transactions in the books of accounts.

Prepared by:

Reina B. Matanguihan
Trainer
Evidence Plan

Competency Standards: Bookkeeping NC III

Unit of Competency: Post Transactions

Ways in which evidence will be collected:
(tick the column)

Oral Questioning
Demonstration
Written
The evidence must show that the trainee….

 Prepares ledger*
/ /
 Transfers journal entries *
/ / /
 Summarizes each ledger account*
/ /

NOTE: * Critical Aspects of Competency

DEMONSTRATION CHECKLIST WITH ORAL QUESTIONING
Trainee’s name: Reina B. Matanguihan
Trainer’s name:
Project-Based
Assessment:
Qualification:
Unit of Competency
Date of assessment:
Time of assessment:
Instructions for demonstration tools and equipment

Given the necessary materials, tools and equipment, the trainee must be
able to learning outcomes
Materials and equipment

OBSERVATION  to show if evidence is

demonstrated
During the demonstration of skills, did the
Yes No N/A
trainee:
The trainee’s demonstration was:
Satisfactory Not Satisfactory

QUESTIONS

Satisfactor
Questions to probe the candidate’s underpinning y response
knowledge
Yes No

Extension/Reflection Questions
 
 

Safety Questions
 
 

Contingency Questions
 
Infrequent Events
 
Rules and Regulations
 
The candidate’s underpinning  Satisfactory  Not
knowledge was: Satisfactory

Feedback to candidate
General comments [Strengths / Improvements needed]

Candidate
Date:
signature:

Assessor
Date:
signature:
DEMONSTRATION CHECKLIST WITH ORAL QUESTIONING – PROBABLE
ANSWERS
Candidate name:
Assessor name:
Project-Based
Assessment:
Qualification:
Unit of Competency
Date of assessment:
Time of assessment:
Instructions for demonstration

Given the necessary materials, tools and equipment, the candidate must
be able to perform receiving and processing reservation.
Materials and equipment

OBSERVATION  to show if evidence is

demonstrated
During the demonstration of skills, did the
Yes No N/A
candidate:
The candidate’s demonstration was:
Satisfactory Not Satisfactory
QUESTIONS

Satisfactor
Questions to probe the candidate’s underpinning y response
knowledge
Yes No

Extension/Reflection Questions
 
 

Safety Questions
 

Contingency Questions
 
Infrequent Events
 
Rules and Regulations
 
The candidate’s underpinning  Satisfactory  Not
knowledge was: Satisfactory

Feedback to candidate
General comments [Strengths / Improvements needed]

Candidate
Date:
signature:

Assessor
Date:
signature:
Inventory
Qualification:Bookkeeping NC III
Unit of Competency: Post Transaction

Resources for presenting instruction

 Print Resources Requirements
as per in Gap Remarks
TR inventory
More than it is
CBLM 0 25
required
Basic Accounting by Win More than it is
0 10
Lu Ballada 2013 required
 Non Print Resources
More than it is
PowerPoint Presentation 0 1
required
More than it is
Video Presentation 0 1
required

Resources for Skills practice of Competency #1 Post transaction

 Supplies and Requirements Remarks
Materials as per in Gap
TR inventory
Pencils 25 25 Complete
Pencil Erasers 25 25 Complete
Ballpens 25 25 Complete
Ruler 25 25 Complete
Journals (assorted columns) 25 25 Complete
Ledger 25 25 Complete
Marker 3 3 Complete
Ledger Book 25 25 Complete
Staple Wire 1 box 1 box Complete
 Tools
Staple 1 1 Complete
Calculator 25 25 Complete
 Equipment
Laptop 1 1 Complete
Aircon unit 1 1 Complete
LCD Projector 1 1 Complete
Teacher’s Table/Chair 1 1 Complete
Arm Chairs 25 25 Complete
White Board 1 1 Complete
Resources for Knowledge/Skills practice
Requirements Remarks
as per in Gap
TR inventory
 Operation Sheets
 Task/Job Sheets
Job Sheet
 Self-Checks
Self-Check

Resources for Knowledge/Skills Feedback

 Procedural Checklists Requirements Remarks
TR Inv Gap

 Performance Criteria
Checklist

 Self-Checks Answer
Keys

Prepared by:

Reina B. Matanguihan
Trainer
 WHITE BOARD
Contextual Learning ENT
Learning
Computer Quality
Laboratory Resource RA
Area Control
Area NCE
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P
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institutional assessment area

Trainers Supply and

Resource Tool Room
Area

Comfort
Room E
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Waste Segregation A
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 COMPETENCY-BASED LEARNING MATERIAL

Sector Tourism

Qualification Title

Unit of Competency

Module Title

Name of the Institution and Address

HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL

Welcome to the module in “Bookkeeping”. This module contains

training materials and activities for you to complete.

The unit of competency "Bookkeeping" deals with the skills, knowledge and
attitude required to receive and process reservations for a tourism or
hospitality product or service offered for sale through agents or direct to the
consumer.

You are required to go through a series of learning activities in order to

complete each learning outcome of the module. Each learning outcomes is
provided with Information Sheets (Reference Materials for further reading
to help you better understand the required activities). Follow these activities
on your own and answer the self-check at the end of each learning outcome.
You may remove a blank answer sheet at the end of each module (or get
one from your facilitator/trainer) to write your answers for each self-check.
If you have questions, don’t hesitate to ask your facilitator for assistance.

Recognition of Prior Learning (RPL)

You may already have some or most of the knowledge and skills covered
in this learner's guide because you have:
been working for some time
already Complete training in this area.

If you can demonstrate to your trainer that you are competent in a

particular skill or skills, talk to him/her about having them formally
recognized so you don't have to do the same training again. If you have a
qualification or Certificate of Competency from previous trainings, show it to
your trainer. If the skills you acquired are still current and relevant to the
unit/s of competency they may become part of the evidence you can present
for RPL. If you are not sure about the currency of your skills, discuss this
with your trainer.

At the end of this module is a Learner’s Diary. Use this diary to record
important dates, jobs undertaken and other workplace events that will
assist you in providing further details to your trainer or assessor. A Record
of Achievement is also provided for your trainer to complete once you
complete the module.

This module was prepared to help you achieve the required competency,
in Bookkeeping. This will be the source of information for you to acquire
knowledge and skills in this particular trade independently and at your own
pace, with minimum supervision or help from your instructor.

 Talk to your trainer and agree on how you will both organize the
Training of this unit. Read through the module carefully. It is divided
into sections, which cover all the skills, and knowledge you need to
successfully complete this module.

 Work through all the information and complete the activities in each
section. Read information sheets and complete the self-check.
Suggested references are included to supplement the materials
provided in this module.

 Most probably your trainer will also be your supervisor or manager.

He/she is there to support you and show you the correct way to do
things.

 Your trainer will tell you about the important things you need to
consider when you are completing activities and it is important that
you listen and take notes.

 You will be given plenty of opportunity to ask questions and practice

on the job. Make sure you practice your new skills during regular
work shifts. This way you will improve both your speed and memory
and also your confidence.

 Talk to more experience workmates and ask for their guidance.

 Use the self-check questions at the end of each section to test your
own progress.

 When you are ready, ask your trainer to watch you perform the
activities outlined in this module.

 As you work through the activities, ask for written feedback on your
progress. Your trainer keeps feedback/ pre-assessment reports for
this reason. When you have successfully Complete each element, ask
your trainer to mark on the reports that you are ready for assessment.

 When you have Complete this module (or several modules), and feel
confident that you have had sufficient practice, your trainer will
arrange an appointment with registered assessor to assess you. The
results of your assessment will be recorded in your competency
Achievement Record.
 COMPETENCY BASED LEARNING MATERIALS

FRONT OFFICE SERVICES NC II

CORE COMPETENCIES

No Unit of Competency Module Title Code

1
2
3
4
5
6

MODULE CONTENT
Learning Outcome Learning Content Progress Training
Check Duration
 COMPETENCY SUMMARY

Unit of
Competency
Module Title
Module
Descriptor

Nominal
Duration
1.
Learning
Outcomes
Assessment
Criteria
QUALIFICATION:
UNIT OF COMPETENCY :
MODULE 1 :

Module Description:

LEARNING OUTCOMES:
At the end of this module you will be able to:

QUALIFICATION :
UNIT OF COMPETENCY :
MODULE :
LEARNING OUTCOME 2 :

ASSESSMENT CRITERIA:

CONTENT:
CONDITIONS:
Student/ trainee must be provided with the following
Tools Equipment Materials/ Supplies

METHODOLOGY:

ASSESSMENT METHOD:
 LEARNING EXPERIENCES

Learning Outcome No.

Learning Activities Special Instructions

-
INFORMATION SHEET No. 1
 SELF-CHECK No. 1

Multiple Choice:

Instruction: Encircle the letter of the correct answer:

 ANSWER KEY
SELF-CHECK No. 1

1.
2.
3.
4.
5.
 JOB SHEET No. 1

Title

Performance
Objectives

Supplies

Equipment

Purpose:

Procedure:

Assessment Method:

PERFORMANCE CRITERIA CHECKLIST 1

Job Sheet 1
Trainee’s Name: _______________________Date: __________________
CRITERIA YES NO
Did I…….





 Operate the equipment easily?
 INFORMATION SHEET No. 2

SELF-CHECK No. 2

Multiple Choice:

Instruction: Encircle the letter of the correct answer:

 ANSWER KEY
SELF-CHECK No. 2

I. Multiple Choice

1.
2.
3.
4.
5.
D

II. Enumeration

JOB SHEET No. 2

Title

Performance
Objectives

Supplies
Equipment

Purpose:

Procedure:

Assessment Method:

PERFORMANCE CRITERIA CHECKLIST 2

Job Sheet 2

Trainee’s Name: _______________________Date: __________________

CRITERIA YES NO
Did I…….




