Tm1tEMPLATES With Guide - Doc-01

Sector: INFORMATION AND COMMUNICATION TECHNOLOGY
Qualification Title: Contact Center Service NCII
Unit of Competency: Plan Training Session
Module Title: Planning Training Session
Divine Life Institute Of Cebu

Central Nautical Highway, Lilo-an, 6002 Cebu
Plan
Training
Session
Date Developed: Document No.

December 16, 2017 Issued by:
Date Revised:
Contact Center Page i of 81
Services NCII Developed by:
Jocelyn M. Atis
Revision #
Sample Data Gathering Instrument for Trainee’s
Characteristics Divine Life Institute Of Cebu
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.
Name: ____________________________________
Characteristics of learners
Language, literacy Average grade in: Average grade in:

and numeracy English Math
(LL&N)
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
Cultural and Ethnicity/culture:

language a. Boholanon
background
b. Cebuano
c. Leyteno
d. Ilonggo
e. Muslim
f. Waraynon
g. Others( please specify)_____________
Education & Highest Educational Attainment:

general a. High School Level
knowledge
b. High School Graduate
c. College Level
d. College Graduate
e. with units in Master’s degree
f. Masteral Graduate
g. With units in Doctoral Level
h. Doctoral Graduate

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Sex a. Male
b. Female
Age Your age: _____
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 Contact Center Services

experience with a. Telephone Etiquettes Trainer
the topic b. Customer Service Trainer
c. Tele Marketing trainer
d. Team Leader trainer
Number of years as a competency trainer ______
Previous List down trainings related to Contact Center

learning Services
experience ___________________________
___________________________
___________________________
National Certificates acquired and NC level
Training Level
___________________________
completed
___________________________
Special courses Other courses related to Contact Center

Services
a. Units in education
b. Master’s degree units in education
c. Others(please specify) ______________________
Learning styles 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
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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)_______________________

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FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I…? YES NO
1. Participate in workplace communication
1.1. Obtain and convey workplace information 
1.2. Participate in workplace meeting and discussion 
1.3. Complete relevant work related documents 
2. Work in a team environment

2.1. Describe and identify team role and responsibility 
in a team
2.2. Work as a team member 
3. Practice career professionalism

3.1 Integrate personal objectives with organizational 
goals
3.1. Set and meet work priorities 
4. Practice occupational health and safety procedures

4.1. Identify hazards and risks 
4.2. Evaluate hazards and risks 
4.3. Control hazards and risks 
4.4. Maintain occupational health and safety awareness 

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COMMON
Note: InCOMPETENCIES
making the Self-Check for your Qualification, all required competencies
CAN I…? should be specified. It is therefore required of a Trainer to be well-
YES versed
NO
of the CBC or TR of the program qualification he is teaching.
1. Apply Quality Standards
1.1. Apply Quality Standards Assess own work 
1.2. Engage in quality improvement 
2. Perform Computer Operations

2.1. Apply computer basic operation procedures 
2.2. Organize and manipulate files 
2.3. Install, configure and work with application 

program
2.4. Work with internet 
2.5. Log off from a computer 
CORE COMPETENCIES
CAN I…? YES NO
1. Communicate Effectively in a Customer Contact Center
1.1. Analyze communication process 
1.2. Communicate and listen actively 
1.3. Identify and use paralanguage communication cues 
2. Deliver Quality Customer Service
2.1. Demonstrate understanding of the BPO/Call Center 

industry
2.2. Transmit/Receive calls to/from customers 
2.3. Handle customer’s complaints 

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CORE COMPETENCIES
CAN I…? YES NO
2.4. Provide after sales support and document services 
3.Perform Basic Computer Operation and Internet Navigation

3.1. Apply computer basic operation procedures 
3.2. Organize and manipulate files 
3.3. Install, configure and work with application program 
3.4. Work with internet 
3.5. Log off from a computer 
4.Demonstrate understanding and knowledge of the American

culture and geography
4.1 Apply knowledge of common cultural variables 
4.2 Apply knowledge of American geography 
Evidences/Proof of Current Competencies (Sample)
Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation
BASIC/ COMMON/ CORE= entries are SAMPLE only; you can make
your own that is fitted to your qualification
Basic = basic in all qualifications

Common= common to your sector
Core= of your qualification
Current
Proof/Evidence Means of validating
competencies
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BASIC
1.1 Obtain and
convey workplace Certificate of Submitted original COE,
information Employment & Passed called up issuing
1.2 Participate in the Interview company to verify
workplace meetings authenticity and conduct
and discussions interview
1.3 Complete
relevant work related
documents
2. Work in a Team environment
2.1 Describe team
role and scope Certificate of Submitted original COE,
2.2 Identify own role Employment & Passed called up issuing
and responsibility the Interview company to verify
within the team authenticity and conduct
interview
2.3 Work as a team
member
3.1 Integrate
personal objectives
with organizational
goals Certificate of Submitted original COE,
Employment & Passed called up issuing
3.2 Set and meet the Interview company to verify
work priorities authenticity and conduct
3.3 Maintain interview
professional growth
and development
4. Practice Occupational Health and Safety Procedures
4.1 Identify hazards
and risks Certificate of Submitted original COE,
4.2 Evaluate hazards Employment & Passed called up issuing
and risks the Interview company to verify
authenticity and conduct
4.3 Control hazards
interview
and risks
4.4 Maintain
Occupational Health
and Safety
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COMMON
1.Apply Quality Standards
1.1. Apply Quality
Standards Assess
own work
1.2. Engage in
quality improvement
2.1. Apply computer
basic operation
procedures
2.2. Organize and

manipulate files
2.3. Install, configure
and work with
application program
2.4. Work with
internet
2.5. Log off from a
computer
CORE
1. Communicate Effectively in a Customer Contact Center
1.1. Analyze
communication
process
1.2.Communicate
and listen actively
1.3. Identify and use
paralanguage
communication cues
2. Deliver Quality Customer Service
2.1.Demonstrate
understanding of the
BPO/Call Center
industry
2.2.Transmit/Receive
calls to/from
customers
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2.3. Handle
customer’s
complaints
2.4. Provide after
sales support and
document services
3.Perform Basic Computer Operation and Internet Navigation
3.1. Apply computer
basic operation
procedures
3.2. Organize and
manipulate files
3.3. Install, configure
and work with
application program
3.4. Work with internet
3.5. Log off from a
computer
4.Demonstrate understanding and knowledge of the American culture and
geography
4.1. Apply knowledge
of common cultural
variables
4.2. Apply knowledge
of American
geography
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 (Sample)
BASIC/ COMMON /CORE
Required Units of Current Training

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Competency/Learning Competencies Gaps/Requirements
Outcomes based on CBC
BASIC
1.1 Obtain and convey Obtain and convey
workplace communication workplace
communication
1.2. Participate in Participate in
workplace meeting and workplace meeting
discussion and discussion
1.3. Complete relevant work Complete relevant
related documents work related
documents
2. Work in a team environment
2.1. Describe and identify Describe and identify
team role and responsibility team role and
in a team responsibility in a
team
3.1.Integrate personal Integrate personal
objectives with objectives with
organizational goals organizational goals
3.2. Set and meet work Set and meet work
priorities priorities
4. Practice occupational health and safety procedures
4.1. Identify hazards and Identify hazards and
risks risks
4.2.Evaluate hazards and Evaluate hazards and
risks risks
4.3. Control hazards and Control hazards and
risks risks
4.4. Maintain occupational Maintain
health and safety awareness occupational health
and safety awareness
COMMON
1. Apply Quality Standards
1.1 Apply Quality Standards Apply Quality
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Assess own work Standards Assess
own work
1.2 Engage in quality Engage in quality
improvement improvement
2.1 Apply computer basic Apply computer basic
operation procedures operation procedures
2.2 Organize and Organize and
manipulate files manipulate files
2.3. Install, configure and Install, configure and
work with application work with application
program program
2.4.Work with internet Work with internet
2.5.Log off from a computer Log off from a
computer

CORE
1.Communicate Effectively in a Customer Contact Center
1.1 Analyze communication Analyze
process communication
process
1.2 Communicate and listen Communicate and
actively listen actively
1.3. Identify and use Identify and use
paralanguage paralanguage
communication cues communication cues
2.Deliver Quality Customer Service
2.1.Demonstrate Demonstrate
understanding of the understanding of the
BFO/Call Center industry BFO/Call Center
industry
2.2.Transmit/Receive calls Transmit/Receive
to/from customers calls to/from
customers
2.3.Handle customer’s Handle customer’s
complaints complaints
2.4. Provide after sales Provide after sales
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support and document support and
services document services
3. Perform Basic Computer Operation and Internet Navigation
3.1.Apply computer basic Apply computer basic
operation procedures operation
procedures
3.2. Organize and Organize and
manipulate files manipulate files
3.3. Install, configure and Install, configure and
work with application work with application
program program
3.4. Work with internet Work with internet
3.5. Log off from a computer Log off from a
computer
4. Demonstrate understanding and knowledge of the American
culture and geography
4.1Apply knowledge of Apply knowledge of
common cultural common cultural
variables variables
4.2. Apply knowledge of Apply knowledge of

American geography American geography
Core - do not fill up the current competencies of your gap; instead fill
up under the column “gap”
Using Form No.1.4, convert the Training Gaps into a Training Needs/
Requirements. Refer to the CBC in identifying the Module Title or Unit of
Competency of the training needs identified.
Form No. 1.4: Training Needs (Sample)

ONLY YOUR GAP ( L.O.)
Training Needs Module Title/Module of
Instruction
(Learning Outcomes)
All the L.O’s , highlight your gap
Unit of competency of your
gap, add “ing”

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In template form, the session plan will look like this.
SESSION PLAN
Sector : T/R
Qualification Title : T/R
Unit of Competency : T/R
Module Title : T/R
Learning Outcomes: CBC
1.
2.
3.,
A. INTRODUCTION- CBC
B. LEARNING ACTIVITIES
LO 1: All the L.O’s of the unit of competency ( your gap)
Methods ( you can use
Learning Content Presentation Practice Feedback Resources Time
more than 1 method)
PTS CBLM
LO 2:

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C. ASSESSMENT PLAN- CBC
 Written Test
 Performance Test
D. TEACHER’S SELF-REFLECTION OF THE SESSION ( leave blank)

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COMPETENCY-BASED LEARNING MATERIAL
Picture related to your Qualification
Sector:
Qualification Title:
Unit of Competency:
Module Title:
Name of your School:
Footer: Institution quality assurance logo (TESDA)

And the logo of your institution

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HOW TO USE THIS COMPETENCY –BASED LEARNING MATERIALS
(copy from Plan CBLM, page 140)

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PARTS OF A COMPETENCY-BASED LEARNING MATERIAL
References/Further Reading
Performance Criteria Checklist

Operation/Task/Job Sheet
Self Check Answer Key
Self Check
Information Sheet
Learning Experiences
Learning Outcome Summary
Module
Module Content
Content
Module
List of Competencies
Content
Module Content
Module Content
Front Page
In our efforts to standardize CBLM,
the above parts are recommended for
use in Competency Based Training
(CBT) in Technical Education and
Skills Development Authority (TESDA)
Technology Institutions. The next
sections will show you the
components and features of each part.

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(Qualification Title)
COMPETENCY-BASED LEARNING MATERIALS
List of Competencies
TRAINING REGULATIONS
No. Unit of Competency Module Title Code
1.
2.
3.
4.
5.
6.

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MODULE CONTENT
UNIT OF COMPETENCY
MODULE TITLE
MODULE DESCRIPTOR: CBC
NOMINAL DURATION: T.R/CBC
LEARNING OUTCOMES: CBC

At the end of this module you MUST be able to:
1.
2.
3.
4.
ASSESSMENT CRITERIA: CBC, all the assessment criteria of all the

L.O’s
1.
2.
3.
4.
5.
6.

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LEARNING OUTCOME NO. 4 Your Gap
(LO Title)
Contents: CBC
1.
2.
3.
4.
5.
Assessment Criteria CBC
1.
2.
3.
4.
Conditions CBC
The participants will have access to:
1.
2.
3.
Assessment Method: CBC
1.
2.
3.

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Learning Experiences
Learning Outcome 4 ( start with L.O.1 . Copy from the session plan)
(LO TITLE)
Learning Activities Special Instructions
Copy the format from the CBLM

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Information Sheet _______
(Title)
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to: SKA,
behaviorally stated or SMART
1.
2.
Time allotment:
Picture related to your qualification

(Introductory Paragraph) stating connection of the topic to the
previous lesson and the main skill to be mastered.
(Body)
- Present a single idea
- Has relevant graphics/illustrations to enhance textual context

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Self- Check ______
(Type of Test) : (Instruction)

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ANSWER KEY ____
1.
2.
3.
4.

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TASK SHEET _____
Title:
Performance Objective: Given (condition), ,you should be able to

(performance) following (standard).
Supplies/Materials :
Equipment :
Steps/Procedure:
1.
2.
3.
4.
Assessment Method:

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Performance Criteria Checklist ______
CRITERIA
YES NO
Did you….
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

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JOB SHEET _____
Title:

(performance) following (standard).
Equipment :
Steps/Procedure:
5.
6.
7.
8.
Assessment Method:

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CRITERIA
YES NO
Did you….
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

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OPERATION SHEET _____
Title: start with a verb. Ex. Operate, perform
Title:

(performance) following (standard). SMART
Equipment :
Steps/Procedure:
9.
10.
11.
12.
Assessment Method:

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CRITERIA
YES NO
Did you….
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.

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Evidence Plan
Competency Your qualification

standard:
Unit of
competency:
Ways in which evidence will be collected:
Demonstration & Questioning

Observation & Questioning
[tick the column]
Third party Report
Portfolio
Written
The evidence must show that the trainee…
CBC, assessment criteria; check the
evidence guide from the TR and note the
critical aspects of the competency
-should be in present tense













NOTE: *Critical aspects of competency

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TABLE OF SPECIFICATION
# of
Objectives/Content
Knowledge Comprehension Application items/
area/Topics
% of test
All the contents
TOTAL

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Performance Test
Task, Operation Sheet and Job Sheet
Specific Instruction for the Candidate
Qualification
Unit of Competency
General Instruction:
Specific Instruction:

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QUESTIONING TOOL (refer to Plan CBLM page 222)
Satisfactory
Questions to probe the candidate’s underpinning knowledge respon
se
Extension/Reflection Questions Yes No
1.  
2.  
Safety Questions
1.  
2.  
Contingency Questions
1.  
2.  
Job Role/Environment Questions  
1.  
2.  
Rules and Regulations  
1..  
2.  
The candidate’s underpinning  Satisfactory  Not
knowledge was: Satisfactory

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Templates for Inventory of Training Resources refer to your TR
Resources for presenting instruction
 Print Resources As per TR As per Remarks
Inventory
 Non Print Resources As per TR As per Remarks

Inventory
Resources for Skills practice of Competency #1

______________________________
 Supplies and Materials As per TR As per Remarks
Inventory
 Tools As per TR As per Remarks

Inventory
 Equipment As per TR As per Remarks

Inventory
Note: In the remarks section, remarks may include for repair, for
replenishment, for reproduction, for maintenance etc.
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Supervise
Work-Based
Learning

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FORM 1.1 SELF-ASSESSMENT CHECK
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
Include the Basic and Common
CORE COMPETENCIES
CAN I…? YES NO
5.
6.
7.
8.
9.
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CORE COMPETENCIES
CAN I…? YES NO
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.

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Evidences/Proof of Current Competencies(Sample)
Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation ( copy from PTS)
Current
Proof/Evidence Means of validating
competencies

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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 (Sample) copy from PTS

1.

2.
3.
4.

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Using Form No.1.4, convert the Training Gaps into a Training Needs/
Requirements. Refer to the CBC in identifying the Module Title or Unit of
Competency of the training needs identified.
Form No. 1.4: Training Needs (Sample) copy from PTS
Module
Gaps Title/Module of Duration (hours)
Instruction

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TRAINING PLAN
Qualification: ____________________________
Pre-training activities ( 1-8) page 21 SWBL
Trainees’ Training Training Mode of

Staff
Requirements Activity/Task Training
1 Unit of
competency
- all L.O’s

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Sample MOA ; your institution and your industry partner
(page 25, SWBL)

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Technical Education and Skills Development Authority
___(your institution)___
Instructions:
TRAINEE’S RECORD BOOK 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
I.D. 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
Trainee’s No._______________ 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
NAME: ___________________________________________________ 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
QUALIFICATION: PLUMBING NC II_______ the trainees. Be sure that the trainee will personally
accomplish the task and confirmed by the instructor.
TRAINING DURATION :____________________________ 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.
TRAINER: __________________________________________________ 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.

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THANK YOU.

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Unit of Competency: 1 PREPARE PIPES FOR INSTALLATION
Your qualification
NC Level I
NOTES:
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
__________________________________________________________
 Lay out
__________________________________________________________ measurements
__________________________________________________________  Cut pipe
within the
__________________________________________________________
required
__________________________________________________________ length and
__________________________________________________________ according to
job
__________________________________________________________ requirements
__________________________________________________________  Thread pipes
in accordance
__________________________________________________________ with standard
__________________________________________________________ thread
engagement
__________________________________________________________
__________________________________________________________
__________________ ___________________
__________________________________________________________
Trainee’s Signature Trainer’s Signature
__________________________________________________________
__________________________________________________________

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Unit of Competency: 2 PERFORM MINOR CONSTRUCTION
WORKS
NC Level I
Perform
piping lay
outs
Cut pipes
through
walls and
floors
____________________ ______________________
Trainee’s Signature Trainer’s
Signature

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Unit of Competency: 3 MAKE PIPING JOINTS AND
CONECTIONS
NC Level I Unit of Competency: 4 PERFORM SINGLE UNIT PLUMBING

Learning Task/Activity Date Instructors INSTALLATION AND ASSEMBLES
Fit-up NC Level I
joints and
Learning Task/Activity Date Instructor
fittings for
Outcome Required Accomplishe s Remarks
PVC pipe
d
Perform
threaded Prepare for
pipe joints plumbing works
and Install pipe and
connections fittings
Caulk Install hot and
joints\ cold water supply
_____________________ ______________________ Install/assemble
Trainee’s Signature Trainer’s Signature plumbing fixtures
_____________________ ____________________

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Unit of Competency: 5 PERFORM PLUMBING REPAIR AND
MAINTENANCE WORKS
NC Level I
 Clear
clogged
pipes
clear
clogged
fixtures
______________________ ____________________

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TRAINEE’S PROGRESS SHEET
Name : JUAN DELA CRUZ Trainer :

Nominal
Qualification : Machining NC I :
Duration
Training Training Date Date Trainee’s Supervisor’s
Units of Competency Rating
Activity Duration Started Finished Initial Initial
1 unit of competency
(gap)
Total
Note: The trainee and the supervisor must have a copy of this form. The column for rating maybe used either by giving a numerical rating or
simply indicating competent or not yet competent. For purposes of analysis, you may require industry supervisors to give a numerical rating for
the performance of your trainees. Please take note however that in TESDA, we do not use numerical ratings

Date Revised:
Jocelyn M. Atis
Revision #
Training Session Evaluation
Average Ratings
Copy page table pages 81- 84 SWBL
Program Evaluation Interpretation and Analysis
Rater A, B, C – page 87
PREPARATION Average
1. Workshop layout conforms
with the components of a
CBT workshop
2. Number of CBLM is
sufficient
3. Objectives of every training
session is well explained
4. Expected activities/outputs
are clarified
General Average

Date Revised:
Jocelyn M. Atis
Revision #
Facilitate
Learning
Session

Date Revised:
Jocelyn M. Atis
Revision #
1 unit of competency, L.O’s
Training Activity Matrix
Venue
Facilities/Tools Date &
Training Activity Trainee Remarks
and Equipment (Workstation/ Time
Area)
Prayer
Recap of Activities 8:00 AM
All to 8:30
Unfreezing Activities AM
trainees
Feedback of Training
Rejoinder/Motivation
observations
(List down all
on the
Facilities/Tools
(Specific Activities of progress of
and Equipment Name of
each Trainee for the each trainee
needed for the Workstation1
day here) for the day
workstation and
will be written
activities here)
here
observations
(Specific Activities of (List down all
on the
each Trainee here) Facilities/Tools
progress of
each trainee
needed for the Workstation 2
for the day
workstation and
will be written
activities here)
here
observations
(List down all
on the
Facilities/Tools
workstation and
will be written
activities here)
here
observations
(List down all
on the
Facilities/Tools
workstation and
will be written
activities here)
here
Date Revised:
Jocelyn M. Atis
Revision #
With basic, common and core competencies

Contact Center December 16, 2017 Issued by: Page 57 of 81
Services NCII Date Revised:
Developed by:
Jocelyn M. Atis
Revision #
include basic, common, core
Minutes of the Meeting Template
Minutes of the Meeting

Services NCII Date Revised:
Developed by:
Jocelyn M. Atis
Revision #
Focus Group Discussion
Date: ________________________
Agenda:
Competency-based Training Delivery
Present:
1. ____________
2. ____________
3. ____________
4. ____________
CBT Concerns Discussions Resolutions/Agreement

1. CBT Layout
2. Monitoring of
Attendance
3. Utilization of work
area
4. Orientation
a. CBT
b. Roles
c. TR
d. CBLM
e. Facilities
f. Evaluation system
5. RPL
6. Teaching methods
and technique
7. Monitoring of
learning activities
a. Achievement
chart
b. Progress chart
8. Feedback
9. Slow learners
10. Other
concerns
Training Evaluation Report

Date Revised:
Jocelyn M. Atis
Revision #
1. Title of the Report
2. Executive summary
3. Rationale
4. Objectives
5. Methodology
6. Results and discussion

This is the body of the report. It should contain the following
parts:
Data interpretation
Data analysis
Conclusion
7. Recommendation

Date Revised:
Jocelyn M. Atis
Revision #
Maintain
Training
Facilities

Date Revised:
Jocelyn M. Atis
Revision #
Date Revised:
Jocelyn M. Atis
Revision #
Template #1
OPERATIONAL PROCEDURE
Equipment Type
Equipment Code
Location
Operation Procedure:

Date Revised:
Jocelyn M. Atis
Revision #
Template #2

Date Revised:
Jocelyn M. Atis
Revision #
HOUSEKEEPING SCHEDULE
Qualification Station/Bldg Welding (WAF)
Area/Section
In-Charge
Schedule for the 2nd Semester, 2011

Responsible
ACTIVITIES Daily Every Weekly Every Month Remarks
Person other 15th ly
Day Day
1. Clean and check welding
equipment/ accessories
from dust and oil; dry and
properly laid-out/
secured/stable
2. Clean and free welding
booths and welding
positioners from
dust/rust /gums, used Mig
wire stubs and metal
scraps
3. Clean and arrange working
tables according to floor
plan/lay-out; check
stability
4. Clean and check floor,
walls, windows, ceilings
• graffiti/dust/rust
• cobwebs and
outdated/unnecessary
objects/items
• obstructions
• any used
materials/scraps
(slugs, stubs) spilled
liquid
• open cracks (floor)
5. Clean and check work shop
ventilation and
illumination by dusting
lamps/bulbs, replacing
non-functional lamps and
keeping exhaust clean
6. Clean and check computer
set -monitor, CPU,
keyboards, mouse – free,
unnecessary markings,
dust; cables and plugs are
in order; well-arranged; all
items functional
7. Clean, inspect air
conditioning equipment:
• keep screen and filter
free from dust/rust
• Check selector knobs if
in normal positions and
are functional
• Check if drainage is OK
8. Clean, check and maintain
Tool Room
• Free of dust, not damp
• Tools in appropriate
positions/locations
• With visible
labels/signage
• Logbook and forms are
complete, in order and
updated Date Developed: Document No.
• Lights, ventilation – OK Date Revised:
Services NCII
10. Clean and check Rest
Room Developed by:
Jocelyn M. Atis
• Urinals, bowls, wash Revision #
basins, walls and
partitions are free from
stains, dirt, oils, graffiti
Template #3
GMAW WORKSHOP HOUSEKEEPING SCHEDULE
DAILY TASK YES NO
Dispose segregated waste; clean garbage cans
Sweep floors; if wet, wipe dry
Wipe and clean whiteboards
Clean and arrange working tables
Clean and check mounting of machines/equipment
Before leaving, collect stubs and other welding wastes.
WEEKLY TASK YES NO

Clean posters, visual aids and update accomplishment/Progress Charts
Clean bulbs/lamps/ceilings/walls
Clean/Wash of windows/glasses/mirrors
Clean and check tools, machines, supplies, materials
Sanitize garbage receptacles
Empty water collector; clean body of Water Dispenser
MONTHLY TASK YES NO

Conduct inventory
Clean and arrange tool room
Inspect electrical system; clean cables, wires
Clean instructional materials & modules; arrange and put in order
Inspect and clean air-conditioning equipment filter; clean body

Date Revised:
Jocelyn M. Atis
Revision #
Template #4
WELDING EQUIPMENT MAINTENANCE SCHEDULE*
8 HOURS 50 Hours 100 HOURS
•  •


Date Revised:
Jocelyn M. Atis
Revision #
Template #5
EQUIPMENT MAINTENANCE SCHEDULE
EQUIPMENT TYPE
EQUIPMENT CODE
LOCATION
Schedule for the Month of March
MANPOWER Daily Every Weekly Every Monthly Remarks
ACTIVITIES Other 15th
Day Day
1. Check panel board, and

circuit breakers’
electrical connections,
cables and outlets
 Clean and kept dry
 Parts are well-
secured/attached
 Properly labeled
2. Check Mig gun (nozzle,
contact tip, diffuser)
and ground cable:
 Clean and kept dry
 Parts are well-
secured/ attached
 Inspect for damages
and replace parts if
necessary
3. Check adjustment
lever’s if functional
(amperages/speed); if
not, calibrate
4. Check Gas cylinder

outfit for any
abnormality
 Gate valve
 Co2 regulator
 Gas hose Fittings
 Fittings
5. Check/Clean wire
feeder (rollers, wire
speed/spool
adjustment); remove
used oil, dust; keep
dry.
6. Run the equipment for

5 minutes and observe
for unusual noise or
abnormal operation; if
repair is necessary,
send to technician.

Date Revised:
Jocelyn M. Atis
Revision #
Template #6
WORKSHOP INSPECTION CHECKLIST
Qualification
Area/Section In-Charge
YES NO INSPECTION ITEMS

1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
Remarks:
Inspected by: Date:

Date Revised:
Jocelyn M. Atis
Revision #
Template #7
EQUIPMENT MAINTENANCE INSPECTION CHECKLIST
Equipment Type :
Property Code/Number :
Location :
YES NO INSPECTION ITEMS
Remarks:
Inspected by: Date:
TAG OUT INDEX CARD

Date Revised:
Jocelyn M. Atis
Revision #
WASTE SEGREGATION CHECKLIST
Date Revised:
Jocelyn M. Atis
Revision #
Date Revised:
Jocelyn M. Atis
Revision #
WORK REQUEST
BRAKDOWN /REPAIR REPORT

Date Revised:
Jocelyn M. Atis
Revision #
Date Revised:
Jocelyn M. Atis
Revision #
SALVAGE REPORT
EQUIPMENT RECORD WITH CODE AND DRAWING

Date Revised:
Jocelyn M. Atis
Revision #
Date Revised:
Jocelyn M. Atis
Revision #
INSPECTION REPORT A ( Specific item)
INSPECTION REPORT B ( Generalize)

Date Revised:
Jocelyn M. Atis
Revision #
Date Revised:
Jocelyn M. Atis
Revision #
Purchase Request
Indicate the amount and purpose

Date Revised:
Jocelyn M. Atis
Revision #
UTILIZE
ELECTRONIC
MEDIA

Date Revised:
Jocelyn M. Atis
Revision #
 Operate a video camera recorder
 Connect LCD projector to laptop
 Powerpoint presentation
Trainee’s Orientation ( copy from Facilitate )
Qualification: description
Basic, common, core competencies
Number of hours
A person who has achieved this qualification is qualified to

be: ________________-
What is CBT
CBT Principles ( 1-10)
Roles of the trainer and the trainee
Monitoring Tools ( achievement chart, progress chart,

trainee’s record book)
Assessment methods: oral questioning, portfolio, written

exam, demonstration
9 Areas in the CBT workshop
Present a video through direct video footage/capture

Date Revised:
Jocelyn M. Atis
Revision #

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Sector: INFORMATION AND COMMUNICATION TECHNOLOGY

Qualification Title: Contact Center Service NCII

Unit of Competency: Plan Training Session

Module Title: Planning Training Session

Divine Life Institute Of Cebu

Date Developed: Document No.

Language, literacy Average grade in: Average grade in:

Cultural and Ethnicity/culture:

Education & Highest Educational Attainment:

Date Developed: Document No.

Previous Contact Center Services

Previous List down trainings related to Contact Center

Special courses Other courses related to Contact Center

Learning styles a. Visual - The visual learner takes mental

faster in a quiet study environment.

Date Developed: Document No.

INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

1.2. Participate in workplace meeting and discussion 

1.3. Complete relevant work related documents 

2. Work in a team environment

3. Practice career professionalism

4. Practice occupational health and safety procedures

4.2. Evaluate hazards and risks 

4.3. Control hazards and risks 

4.4. Maintain occupational health and safety awareness 

Date Developed: Document No.

1.2. Engage in quality improvement 

2. Perform Computer Operations

2.2. Organize and manipulate files 

2.3. Install, configure and work with application 

2.5. Log off from a computer 

1.2. Communicate and listen actively 

1.3. Identify and use paralanguage communication cues 

2. Deliver Quality Customer Service

2.1. Demonstrate understanding of the BPO/Call Center 

2.3. Handle customer’s complaints 

Date Developed: Document No.

2.4. Provide after sales support and document services 

3.Perform Basic Computer Operation and Internet Navigation

3.2. Organize and manipulate files 

3.3. Install, configure and work with application program 

3.4. Work with internet 

3.5. Log off from a computer 

4.Demonstrate understanding and knowledge of the American

4.2 Apply knowledge of American geography 

Evidences/Proof of Current Competencies (Sample)

Form 1.2: Evidence of Current Competencies acquired related to

Basic = basic in all qualifications

2.2. Organize and

Identifying Training Gaps

From the accomplished Self-Assessment Check (Form 1.1) and the

Form 1.3 Summary of Current Competencies Versus Required

BASIC/ COMMON /CORE

Required Units of Current Training

Required Units of Current Training

4.2. Apply knowledge of Apply knowledge of

Form No. 1.4: Training Needs (Sample)

Date Developed: Document No.

Date Developed: Document No.

Date Developed: Document No.

Picture related to your Qualification

Footer: Institution quality assurance logo (TESDA)

Date Developed: Document No.