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Trainers Methodology I

Sector:

TOURISM

Qualification Title:
Unit of Competency:

Module Title:

TOUR-GUIDING NC II
MANAGE ARRANGEMENTS FOR VISITORS

Managing Arrangements for Visitors

Technical Education & Skills Development Authority


DOMINICAN COLLEGE OF TARLAC
CAPAS, TARLAC

CARLOS B. DAVID
Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No.
Issued by:
NTTA
Revision # 01

Page i of vii

Plan
Training
Sessio

Sample Data Gathering Instrument for Trainees


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:

Average grade in:

English

Math

1. 95 and above

1. 95 and above

2. 90 to 94

2. 90 to 94

3. 85 to 89

3. 85 to 89

4. 80 to 84

4. 80 to 84

75 to 79

5. 75 to 79

Ethnicity/culture:
1. Ifugao
2. Igorot
3. Ibanag
4. Gaddang
5. Muslim
6. Ibaloy
7. Others( please specify) Pampango

Education &
general
knowledge

Highest Educational Attainment:


1. High School Level
2. High School Graduate
3. Tech-Voc-graduate
4. College Level
5. College Graduate
6. with units in Masters degree
7. Post Graduate
8. With units in Doctoral Level
9. Doctoral Graduate

Gender

1. Male
Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
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Characteristics of learners
2. Female

Age

Your age: 62 y.o.

Physical ability

1.
2.

Previous
experience with
the topic

Previous
learning
experience

Disabilities(if any)_____________________
Existing Health Conditions (Existing illness if
any)
1.
None
2.
Asthma
3.
Heart disease
4.
Anemia
5.
Hypertension
6.
Diabetes
7.
Others(please specify) ___________________
TM Certificates
1.
AM graduate
2.
TM graduate
3.
AM/TM graduate
Number of years as a competency trainer 8yrs.
List down trainings related to Tourism Industry
1.

Housekeeping
Seminar-Training
in
a
hospital
Food Services Training for competition
Bartending w/ Barista Seminar Training
Tour-guiding Seminar training w/Carlos
Celdran

2.
3.
4.

Training Level
completed

Special courses

Learning styles

National Certificates acquired and NC level


1.
2.
3.
4.

Housekeeping NC II
Food and Beverage NC II
Bartending NC II
Tour-guiding NC II

___________________________
Other courses related to TM
1.
Units in education
2.
Masters degree units in education
3.
Others(please specify)
Masters degree units in Tourism
1.

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
Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
Page 3 of 250
NTTA
Revision # 01

Characteristics of learners
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.
2.

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.

3.

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.

4.

Activist - Learns by having a go

5.

Reflector - Learns most from activities where


they can watch, listen and then review what
has happened.

6.

Theorist - Learns most when ideas are linked


to existing theories and concepts.

7.

Pragmatist - Learns most from learning


activities that are directly relevant to their

situation.
Other needs

1.
2.
3.
4.

Financially challenged
Working student
Solo parent
Others(please specify)
Nil___

Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
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NTTA
Revision # 01

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.
CORE COMPETENCIES
CAN I?

YES NO

1. Research information relevant to Tour Itinerary


1.1 Source information

1.2 Arrange information

2. Manage Arrangements for Visitors


2.1 Perform pre-arrival checks

2.2 Manage tour arrangements

2.3 Resolve complaints and other emergencies

2.4 Perform post departure activities

3. Accompany and Guide Visitors in Accordance with the


Tour Itinerary
3.1 Perform pre-arrival activities

3.2 Guide Tourists

3.3 Deliver information and commentaries

3.4 Resolve complaints and other emergencies

3.5 Perform post departure activities

3.6 Develop tour guide-tour driver work relationship (teamwork)

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.

Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
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NTTA
Revision # 01

Evidences/Proof of Current Competencies (Sample)


Form 1.2:
Evidence of Current Competencies acquired related to
Job/Occupation
Current
competencies
Research
information
relevant to
tour itinerary

Proof/Evidence
1.

Training
certificates

2.

Means of validating
1.

Submit authenticated
TR (training
records/documents)

Certificate of
Employment with
Job Description

2.

THIRD party

3.

COC from TESDA

3.

Submit certified true


copy

4.

Certificate of
Award

4.

Submit TR
(institutional
assessment)
Request for
confirmation
from
signatories
Demonstration

1.

authenticated TR
THIRD party

2.

Submit certified true


copy
Submit TR
(institutional
assessment)
INTERVIEW
Demonstration

Accompany and 1.Training certificates


guide visitors in
accordance
with the tour
itinerary
2. Certificate of
employment with
job description
COC from TESDA
COA

Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
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NTTA
Revision # 01

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 (Sample)

Required Units of
Competency/Learning
Outcomes based on CBC

Competencies

Current
Competencies

Versus

Required

Training
Gaps/Requirements

1. Source of information
1.1 Source information
1.2 Arrange information

1.1 Source information


1.2 Arrange information

Current
Competencies
3.

Training
Gaps/Requirements

Manage arrangements for Visitors 3. Accompany and

2.1 Perform pre arrival checks

2.1 Perform pre-arrival


checks

2.2 Manage tour arrangements

2.2 Manage tour


arrangements

2.3 Resolve complaints and other


emergencies

2.3 Resolve complaints


and other emergencies

2.4

2.4 Perform postdeparture activities.

Perform
activities.

post

departure

3. Accompany and guide visitors in accordance with the tour itinerary


3.1 Perform pre-arrival activities
3.2 Guide tourists

3.1 Perform pre-arrival


activities
3.2 Guide tourists

3.3 Deliver information and


commentaries

3.3 Deliver information


and commentaries

3.4 Resolve complaints and other


emergencies

3.4 Resolve complaints


and other emergencies

3.5 Perform post departure


activities

3.5 Perform post


departure activities

3.6 Develop tour guide-tour


driver relationship (teamwork)

3.6 Develop tour guidetour driver relationship


(teamwork)

Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
Page 7 of 250
NTTA
Revision # 01

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)


Training Needs
(Learning Outcomes)
1.Perform pre-arrival checks

Module Title/Module of
Instruction
Manage
Visitors

Arrangements

2.Manage tour arrangements


3.Resolve complaints and other
emergencies
4.Perform post-departure activities

Date Developed:

Trainers
Methodology Level I
Tour-guiding NC II

July 2014

Date Revised:
July 2014

Developed by:
Carlos B. David

Document No. NTTA-TM1-01


Issued by:
Page 8 of 250
NTTA
Revision # 01

for

In template form, the session plan will look like this.


SESSION PLAN
Sector

: Tourism

Qualification Title

: TOURGUIDING SERVICES NC II

Unit of Competency : MANAGE ARRANGEMENTS FOR VISITORS


Module Title

: MANAGING ARRANGEMENTS FOR VISITORS

Learning Outcomes:
1.1: Perform Pre-arrival Checks
1.2: Manage Tour Arrangements
1.3: Perform Post-departure Activities
1.

INTRODUCTION : This module covers the knowledge, skills and attitude required for managing the tour arrangements
included in the tour itinerary and making provisions for additional changes and revisions as contracted by a tour operator.

B. LEARNING ACTIVITIES: Upon completion of this module, the trainee/student must be able to:
LO 1:

Perform Pre-arrival Checks

Learning Content
1.

Pre-arrival
checks

Methods

Slide presentation
Group discussion
Interaction
Discussion

Presentation

Read information sheet Answer


Self2.1-1 on Itinerary check 2.1-1
Planning and/or
Watch slide Presentation
2.1-1 on Itinerary
Planning
Answer
SelfDate Developed:

Trainers Methodology Level I

July 2010

Date Revised:
February 2012

Templates

Practice

Developed by:
NTTA

Feedback
Compare
answers with
the
Answer
keys no#2.1-1

Resources
CBLM
LCD/Projector
White board&
marker

Compare

Document No. NTTA-TM1-01


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Time

check 2.1-2

answers with
the
Answer
Keys 2.1-1

2.

LO 2: DECORATE AND PRESENT PASTRY AND BAKERY PRODUCTS


Learning Content

Presentation

Methods

Practice

Feedback

Resource
s

1.

C. ASSESSMENT PLAN
1.
2.

Written Test
Performance Test

3.

Observation and oral questioning


Date Developed:

Trainers Methodology Level I

July 2010

Date Revised:
February 2012

Templates

Developed by:
NTTA

Document No. NTTA-TM1-01


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Revision # 01

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Time

D. TEACHERS SELF-REFLECTION OF THE SESSION


This will give the trainers and learners a clear idea of what they are doing.
This will give the trainers a firm base to review their performance

Date Developed:

Trainers Methodology Level I

July 2010

Date Revised:
February 2012

Templates

Developed by:
NTTA

Document No. NTTA-TM1-01


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Revision # 01

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PARTS OF A COMPETENCY-BASED LEARNING MATERIAL


PACKAGE
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.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


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BREAD AND PASTRY


COMPETENCY-BASED LEARNING MATERIALS
List of Competencies
No.

Unit of Competency

Module Title

1.

Research information
relevant to Tour Itinerary

Researching Information
relevant to Tour Itinerary

2.

Manage Arrangements
for Visitors

3.

Accompany and guide


Visitors in accordance
with the Tour Itinerary

Managing Arrangements
for Visitors
Accompanying and
guiding Visitors in
accordance with the
Tour Itinerary

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Code
TRS511304
TRS511305

TRS511306

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MODULE CONTENT
UNIT OF COMPETENCY:

Manage Arrangements for Visitors

MODULE TITLE:

Managing Arrangements for Visitors

MODULE DESCRIPTOR:

This unit covers the knowledge, skills, and attitude


required managing the tour arrangements
Included in the tour itinerary and making
Provisions for additional changes and revisions as
Contracted by a tour operator or tour operator

NOMINAL DURATION:

60 hours

PRE-REQUISITES:

Trainees or students should possess the following


requirements:
can communicate oral and written language
physically and mentally able
with good moral character
can perform basic mathematical computation

LEARNING OUTCOMES:
At the end of this module you MUST be able to:
2. 1. Perform pre-arrival checks
2. 2. Manage tour arrangements
2. 3. Resolve complaints and other emergencies
2. 4. Perform post-departure activities

ASSESSMENT CRITERIA:
1. Inclusions of tour itinerary are determined as to client requirements
2. Tours components that are for the visitors accounts are determined base on
enterprise policy
3. Reserved tour components are verified and changes effected as necessary

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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LEARNING OUTCOME NO. 1


Perform Pre-arrival checks
Contents:
1. Pre-arrival checks
2. Resolving complaints and other emergencies
3. Check-in and check-out procedures
o Transporttation company
o Lodging establishment
4. Standard operating procedures
o Transporatation company
o Lodging establishments
o Other visitor-related establishments
5. Room ratings and the schedules of airlines, shipping companies, bus/train companies
6. English language-fluency and effective

Assessment Criteria
1.
2.
3.
4.

Used packaging materials according to types, kinds and classification of


pastry and other bake products
Selected packaging are used for the appropriate preservation of product
freshness and eating characteristics
Determined shelf-life of pastries and other baked products
Stored pastry and bakery products according to established standards and
procedures

Conditions
Students/trainees must be provided with the following:
1.
2.
3.
4.
5.
6.
7.
8.
9.

Personal Protective equipment


Small hand tools
Heavy duty equipments
Pans and pots
Measuring equipment
Set of knives
Calculator
CDs, VHS
Hand-outs

Assessment Method:
1.
2.

Oral-recitation
Written examination
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


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3.
4.

Observation checklist
Demonstration

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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LEARNING OUTCOME NO.


LO 3 :
Contents:
1.
2.
3.
Assessment Criteria
4.
5.
6.
7.

Used packaging materials according to types, kinds and classification of


pastry and other bake products
Selected packaging are used for the appropriate preservation of product
freshness and eating characteristics
Determined shelf-life of pastries and other baked products
Stored pastry and bakery products according to established standards and
procedures

Conditions
Students/trainees must be provided with the following:
8.
9.
10.
11.
12.
13.
14.
15.
16.

Personal Protective equipment


Small hand tools
Heavy duty equipments
Pans and pots
Measuring equipment
Set of knives
Calculator
CDs, VHS
Hand-outs

Assessment Method:
17.
18.
19.
20.

Oral-recitation
Written examination
Observation checklist
Demonstration

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


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Learning Experiences
Learning Outcome 3
LO 3 :

STORE BAKERY PRODUCTS


Learning Activities

Special Instructions

1. Read Information Sheet 1.3-1 on


different packaging materials in
bakery products

2. Answer self check 1.3-1 on the


different packaging materials in bakery
products
Compare answers key 1.3-1 Compare
your answers

In this learning outcome you will


identify the different packaging
materials used in bakery products
, their uses including the proper of
packaging materials, selection, and
recommended storage of the baked
products according to the industry
standards.

To be able to this, you should


understand the characteristics of
your products and the availability
of the facilities in accordance to
performance the following:
1. CS-Competency Standards

Perform Job sheet 1.3-1


Check performance to
checklist 1.3.1

3 Read info sheet1.3-2 in marking of


shelf life of pastries and baked
products
4. Answers self Check 1.3-2 marking
shelf life of pastries and baked
products
compare your answers with answer key
1.3.2
Perform Task Sheet 1.3-1

2. TR- Training Regulations


3. CBC Competency Based
Curriculum
Go
through
the
Information
Sheets, answers the self checks to
ensure the knowledge of the
standards in the competency
based training are required.

The trainer should evaluate the


work of the trainee using the
Performance checklist of the
performance trainee to determine the TNA.

Check performance to
checklist 1.3-2
5. Read info sheet 1.3-3 on procedures
in storing bakery products
Answers Self Check 1.3-3
Compare answers key 1.3-3

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Perform Job sheet 1.3-2 on procedure


in storing bakery products
Check performance to performance
checklist1.3-3

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Information Sheet 1.3-1


Planning the Guests Itinerary
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. To define and understand Itinerary Planning and its significance.
2. To identify what are included in a Tour Package.
The Guests Itinerary
An itinerary is the schedule of activities of a guest, included in the tour
package designed by the tour operator. It is normally a prepaid arrangement
and because it is the tour guide who is the link between the paying guest
and the operator, it is again an important responsibility for the tour guide to
be able to review the itinerary prior to the day of the tour.
A professional tour guide normally takes time to review this schedule of
activities and if there are any concerns about the tour itself, he/she should
ask the tour operator for clarification. It is unusual for a tour guide to just
accept a tour assignment without understanding it in detail.
1.Type of Tour
This will give an idea of what type of tour assignment is given to the tour
guide. It also explains the pick of time, the duration of the tour, the
activities required, the number of tour passengers, the composition of the
group and nationality.
2. Knowledge of the Destination
Tour guides have their own specialization in terms of what type of tour
they are most expert in. Normally city tours are the shortest from among the
daily-run tours, which include Tagaytay or the volcano tour, and the
Pagsanjan or the waterfall tour. Other tours are specially arrange or
designed depending on the interest of the guests. But the bottom line is for
the tour, backed up by the pool of information ready to be given to the
tourist.
The tour destination is more appreciated not only because of the famous
Activity or scenery attributed to the place, but it is also important to know
by heart the other related information such as the people, their culture, food
and clothing and other peculiarities of the place.
3. Inclusions of the Tour Package
It is very important to be able to identify what is included in the tour
package. It is oftentimes a disturbance for both the tour guide and the guest
to argue on something unclear with regard to some aspect of the tour like
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


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what has been paid by the guest back home, or from the local tour operator.
3.a. Components of the Tour Package
Prior to the tour, the tour guide must be sure of what is included in the
Package. It is safe to tell the guests before the start of the tour to be sure
that there will be no problem later. If there are some questions regarding
what was included and what has been paid , there is still time for the tour
guide to make calls for clarification, and settle it before the tour starts. In
that way, both the guest and the tour guide can concentrate on how the tour
will be a success.
4. Other Concerns
In cases where problems may arise on tour, it is the duty of the tour
Guide to perform the task of facing the different challenges and eventually
come up with the right decision, carefully studied, with utmost objectivity
and responsiveness. Here, the professionalism and maturity of the tour
guide is at stake. Some tour operators might opposed the decision made by
the tour guide, but as long as it can be justified, it is credible. There are
questions which are not related to the duties and responsibilities of a tour
guide, but should be given attention. The work of a tour guide is not limited
to the conduction of the tour per se, but it embraces everything that
concerns the guest.
5. Reservation/Re-confirmation of Flights
The knowledge of tour guiding covers a wide area. Aside from giving
information to the guest, a sound background knowledge and skills on the
basic reservation is required, such as
Understanding of the phonetic alphabet is important
Knowing the city, currency, and airline codes is also vital
Reading the airline timetable is another challenging thing
The ability to know the time difference between the standard time,
Greenwich Mean Time (GMT) and the local time is likewise necessary
The location as well as of airline ticketing offices and its days of
operations is equally important

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


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Self-Check no.
Planning the Guests Itinerary
True or False: Write True if the statement is Correct and False if otherwise.
Write your answer on a separate sheet.
1.

It is the tour operator who is the link between the tour guide
and the paying guest.

2.

It is the duty of the tour operator to perform the task of facing


the different challenges and eventually come up with the right
decision, carefully studied, with utmost objectivity and
responsiveness.

3.

An itinerary is the schedule of activities of a guest, included in


the tour package designed by the tour operator.

4.

The guests itinerary is normally a postpaid arrangement.

5.

The tour operator asks the tour guide for clarification if there
are any concerns about the tour itself with regards to the
schedule of activities in the tour itinerary.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Answer key to Self Check no.


Planning the Itinerary
1. False
2. False
3. True
4. False
5. False

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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Self-Check 1.3-1
True or False: Write letter T if the statement is correct and F if otherwise.
Write your answer in a separated sheet.
________1. Packaging Materials will make your product very expensive.
________2. Likewise, packaging materials helps reduce malnutrition.
________3.Packaging Materials provide product identification and instruction
on how to use or serve the product.
________4. Bottles are used to pack you product.
________5. Your choice of packaging materials must be expensive to make
product presentable.
________6. Plastic are widely used packaging materials.
________7. Thus, they are they are the most safe material to use.
________8. Metal cans are safe to pack your baked products.
________9. Bamboo and rattan materials are used to pack you baked
products now a days.
________10. There are commercially baked products packed in aluminum
foil.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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ANSWER KEY 1.3-1

1. F
2. T
3. T
4. T
5. F
6. T
7. F
8. T
9. T
10. T

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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TASK SHEET 1.3-1


Title:

Identify packaging materials use in bakery products

Performance Objective: Given pictures in the slide presentation on


sample packaging materials, you should be
able to identify the types or kinds
Supplies/Materials

Bond paper and pencil

Equipment

Computer, LCD

Steps/Procedure:
1.
2.
3.

The pictures will be flashed with the use of computer and


LCD.
The pictures will be labeled chronologically.
The pictures will be flashed for 2 minutes per slides and be
able to answer the following.
a. identify the material or kind or kinds of the packaging
material and list down at least three baked products you can
pack according to industry standard.
b. Write your answer in bond paper provided.
c. Do not forget to write your name on the right side of the
paper

Assessment Method:
Performance Evaluation

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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Performance Criteria Chec-klist 1.3-1


CRITERIA

YES

Did you.

NO

1. identified and labeled different packaging materials base on


requirements
2. Identified the uses and application of packaging materials base
requirements
3. Did you prepare the prescribe checklist base on job requirements

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Information Sheet 1.3-2


Determining and Marking of shelf-life of pastries and other bakery products
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. Understand in determining the self-life of bakery products.
2. The importance of determining the self-life of bakery products.
It is always of utmost importance on the part of the manufacturer or
producer of a food to ensure to sell goods or foods of good quality.
Remember that not all foods are created equal. Depending on the quality of
the food or bakery products when you purchased it, how it was stored may
deteriorate more quickly or last longer.
The following are the guidelines in determining the shelf-life of
pastries and bakery products.
1. Storage and package of foods and bakery products correctly to lengthen
the storage life.
2. Cool the products before packing, wrapping the products.
3. Seal in an air-tight zipper locked plastic bag when storing in a freezer or
refrigerator.
4. Know your terminology: Best if used by is not a Purchase by or safety
date; its an estimate for how long the food is expected to retain its flavor,
texture and freshness.
5. Follow the expiration dates on bakery products-they mean when they say.
Your nose, and other senses knows, if it still smells fine and you can eat it.
6. Check packaged and bar code of the product for the bar code,
not easy to decipher. It may be coded by month, day and year
YYMMDD or MMDDYY or may be coded the Julian numbers
January 1 would be 001 and December would be 365, or may
month to letters with A being January and M being December.

which is
such as
whereby
assigned

7. The expiry date or best before mark should be printed visibly and clearly.
Open putting open date expiry or best before.
8. Package foods correctly to lengthen their storage life.
9. Bread typically last in the freezer for one to two months, Light pies such
as chiffon pie and pumpkin pie keep in freezer for month, where as heavier
cakes, pies have a self-life of six months in freezer. Fruit cakes, pies can be
stored in the freezer for up to a year. However, defrosting it usually has a
different texture than fresh when toasted or reheated.
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Self-Check 1.3-2
True or False. Write the letter T if the statement is correct
and F if the statement is False.
_______1. Package and storage will strengthen the self-life of bakery
products.
_______2. All baked products has a standard in marking the best before or
expiry date of the product.
_______3. All pastry and baked, bakery products are created equal.
_______4. Best before may mean purchase by
_______5. Breads may last in the freezer for one month.
_______6. However, when toasted has a better taste.
_______7. Pies can be stored in freezer for up a year.
_______8. The use of nose and texture will help to identify the quality of the
product.
_______9. Each manufacturer has their own terminology in marking Best
before
_______10. If it still smells fine you can still eat.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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ANSWER KEY 1.3-2


1. T
2. F
3. F
4. F
5. T
6. F
7. T
8. T
9. T
10. T

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

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TASK SHEET 1.3-2


Title:
Determining and Marking of self-life of pastry and other
bakery products
Performance Objective: Given the task, you should be able to perform )
identify and mark the self-life of the pastry and
other bakery products.
Supplies/Materials
paper sticker

ink, encoder, stamp pad, self adhesive

Equipment

gun tagger

Steps/Procedure:
1. With the use of a gun tagger or self adhesive paper sticker label
each baked products the Best before date: to the space provided in
the packaging as set by the industry.
2. The expiration code date is: Best before: DDMMYY
3. It must be marked clearly and visibly on the lower part of the
label.
4. Erasures or hand written, are not allowed.
5. Only the specified materials and format of code is allowed.

Assessment Method:
Oral/Demonstration and Observation Method

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Performance Criteria Chec-klist 1.3-2


CRITERIA

YES

Did you.

NO

1. Prepare the necessary materials base on requirements?

2. Mark expiry date base on requirements


3. Identified expiration date of the products
4. Did you put the mark clearly and visibly in
appropriate materials and supply in encoding the self-life
code in preparing pastry and bakery products
according to standard?

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Information Sheet 1.3-3


Identify storage condition for pastry and bakery products
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1. Understand in determining the proper storage and the conditions of
pasty and bakery products.
2. The importance of determining the proper storage of the pastry and
bakery products.
It is always of utmost importance on the part of the manufacturer or
producer of a food to ensure to sell goods or foods of good quality.
Remember that not all foods are created equal. Depending on the quality of
the pastry and other bakery product how it was stored may deteriorate may
quickly or last longer.
The following are the recommended guidelines in storing pastry and bakery
products. Storage and package of foods and bakery products correctly to
lengthen the storage life.
A. Storage guidelines:
Rule 1: Keep your store room clean and controlled temperature.
Rule 2: Keep your store room well ventilated for proper circulation of air,
which may carries off odors, inhibits the growth of molds, prevents
condensation on walls, ceilings and equipment and most important , the
food.
Rule 3: Remove immediately all forms of food spoilage (microbial,
infestation, and chemicals etc.)
B. Storage of Unbaked and baked products.
Product
Pie Crust
Unbaked

and

Short term (Overnight)


Pies Refrigerate entire pastry
or weigh into desired
size pie crusts and
refrigerate

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

Long term storage


method
Suggested storage:
Life:2-4 months, Wrap
then
bake
unbaked
frozen pies at 425F for
15
minutes,
reduce
temperature at 350F

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and bake until done.


Pie Crust
baked

and

Pies Store baked pie crusts


and pies in closed
cabinet or wrap and
store
at
room
temperature

Basic Muffins unbaked

Refrigerate for future


baking. Remove from
refrigerator and bake.
Decrease
baking
temperature
and
increase baking time
because of cool batter

Do not freeze baked pie


crusts or filled pies;
baked crusts become
soggy, and reheated
baked pies may acquire
on over baked flavor.
Suggested life storage:
1 week, Remove from
freezer, thaw and bake.
Decrease
baking
temperature
and
increase baking time
because of cool batter.

Cookies and brownies- Cover and refrigerate


unbaked
entire dough and batter
or weight into individual
units in refrigerator

Suggested storage;

Cookies and brownies Store in cool cabinet


baked
and wrap to prevent
drying out and store at
room temperature

Suggested storage;

Life: 1-2 weeks, Wrap


and stack. Remove from
freezer and bake as
directed. Better results
will be obtained it
brownies
are
baked
before freezing
Life 2-4 months. Wrap
then
bake
unbaked
frozen pies at 425F for
15
minutes,
reduce
temperature at 350F
and bake until done

Cakes- unbaked

We do not suggest We do not suggest


storing unbaked cake freezing unbaked cake
and batters overnight
batters

Cakes baked

Store in closed cabinet, Suggested storage


then
refrigerate Life: 4-6 months; place
overnight
silicon paper between
layers to separate them.
Wrap with a moistureproof,
vapor-proof
material. Frozen cakes
are easier to ice than
thawed cakes
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Self-Check 1.3-3
True or False. Write the letter T if the statement is correct
and F if the statement is False.
_______1. Unbaked pie crust can be stored at room temperature .
_______2. Baked pie crust can be stored in the freezer.
_______3. Likewise batter mix for brownies can be kept in refrigerator.
_______4. Batter mix for cakes are recommended to keep in a refrigerator.
_______5. Bake cakes are kept in a refrigerator.
_______6. Unbaked cakes can last for a week.
_______7. Filled pies can be stored in freezer for up a year.
_______8. Batter mix is made from butter.
_______9. Unbaked cakes are baked in a freezer.
_______10. Likewise brownies are kept in a freezer

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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ANSWER KEY 1.3-3


1. T
2. F
3. T
4. F
5. T
6. F
7. F
8. F
9. F
10. T

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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TASK SHEET 1.3-2


Title:

Store pastry and bakery products

Performance Objective:
Given
product
pastry
and
bakery
products, you should be able to perform the
proper storage following standard set by the
industry.
Supplies/Materials

Equipment

bond paper, and pens


Freezer, refrigerator, cabinets

Steps/Procedure:
1. Get a copy of the storage guidelines and storage for
unbaked and baked pastry and bakery products.
2. Identify the location of the storage area for the unbaked
and baked products.
3. Record observations in the prescribe checklist.
from the defined standard.
4. Submit report to the trainer

Assessment Method:
Demonstration /Observation Method

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Performance Criteria Checklist 1.3-3


CRITERIA
Did you.
1.
Identify the storage guidelines of bakery items?
2.

YES

NO

Identify the storage conditions for baked and


unbaked bakery items?

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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Evidence Plan
Competency standard:

Written Exam

The evidence must show that the trainee

Demonstration &
observation

Ways in which evidence will be collected:


[tick the column]

Oral questioning

Unit of competency: Prepare and produce


bakery products

1.

Performs baking on bakery products in


accordance with job requirements

2.

Identifies the baking tools, utensils and


equipment

3.

Prepares necessary ingredients in


accordance with job requirements

4.

Identifies baking ingredients


corresponding substitution

5.

Prepares the bakery products according to


recipe requirement

6.

Performs cleaning and storing baking


tools utensils and equipments

7.

Identifies the corresponding baking


temperature range in baking bakery
products

8.

Differentiates the different kinds of pies,


pastry and other bakery products

9.

Identifies the importance and functions of


packaging materials in baked products

10.

Prepares and display baked products


according to industry standards

11.
1.

Identifies the shelf-life of baked products.


Identifies how to store baked products
according to standard

x
X

NOTE: *Critical aspects of competency

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Demonstration and Questioning Checklist


Candidates name:
Trainers name:
QUALIFICATION:

Bread and Pastry Production NC II

Title of Assessment
Units of competency
covered:

PREPARE PASTRY AND BAKERY PRODUCTS

Date of assessment:
Time of assessment:

Instructions for demonstration


Please see attached Instruction for Demonstration (Candidate)
Supplies and Materials
Tools and equipment
1. Baking tools and utensils
1. Pens/Papers
2. Pots and pans
2. Manuals
3. Oven
3. Worksheet
to show if evidence
is demonstrated

During the demonstration of skills, the candidate:

Yes

No

N/A

Identified baking ingredients corresponding substitution

Prepared the bakery products


requirement

Performed cleaning and storing baking tools utensils and


equipments

Identified the corresponding baking temperature range in


baking bakery products

Identified
standard

Performed baking bakery products in accordance with job


requirements
Identified the baking tools, utensils and equipment
Prepared necessary
requirements

ingredients in accordance with job

according to recipe

how to store baked products

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

according to

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Demonstration with oral questioning


Satisfactory
response

QUESTIONS
The candidate should answer the following questions:

Yes

No

1. What are the basic ingredients in bakery products?

2. What basic tool and utensils


ingredients?

4. How should you store and stack cleaned baking


tools, utensils and equipment?

5. Why is preheating necessary when baking?

6.Where and how do you store baked bread? Freezer,


chiller? Why?

in measuring

2. How do you measure flour and other dry


ingredients ?
3. What action do you take if you dont have baking
powder for your recipe?
4. What are the steps in preparing a perfect dough?
5. What are the correct steps in cleaning pot and
pans?

Feedback to candidate:

The candidates overall performance was:


Satisfactory

Not Satisfactory

Candidates signature:

Date:

Trainers signature:

Date:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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ANSWER KEY:

Oral questioning continues [continued]


Satisfactory
response

QUESTION with Answer


The candidate should answer the following questions:

Yes

No

1. Performs baking on bakery products in accordance


with job requirements
Q. What are the factors that will affect the quality of bakery
products?
A. quality of ingredients, right measurement, correct mixing
method, right size of utensils and .right baking temperature
2. Differentiates the different kinds of pies, pastry and
other bakery products
Q. What is the difference between pie and tart?.
A. Tart are bite size for individual serving while pie are big
enough for individual serving.
3. Identifies the importance and functions of packaging
materials in baked products
Q. How do you indentify the right packaging material for
your product? Why?
A. Consider the size of your product and the type of baked
Products. The right packaging material will affect the self
life and quality of the product. The right choice of
packaging material will make your product attractive and
saleable.
4. Identifies the corresponding baking temperature
range in baking bakery products
Q. What is recommended baking temperature in baking
yeast bread?
A. 350C or as stated in the recipe
5. Prepares and display baked products according to
industry standards
Q. Where do you display and store pies and pastry.
A.. Pies and pastry can be store in cool and dry place.
6.Identifies how to store baked products according to
standard
Q. Can i keep the pies and pastry in freezer? Why?
A. No , the texture will become dry when reheated
Feedback to candidate:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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The candidates overall performance was:


Satisfactory

Not Satisfactory

Candidates signature:

Date:

Trainers signature:

Date:

Written Test
1. It is used in measuring dry ingredients in small amount or volume
a. measuring spoons
.

b measuring cups
c. weighing scale
d. scoop

2. As follows are used to measure ingredients in except:


a. measuring spoons
.

b measuring cups
c. scoop
d. mixing bowl

3. It is used in baking the pastry and cakes.


a. cabinet oven
b. rotary oven
c. deck oven
d. all of the above
4. It is the food for the yeast and as preservative
a. salt
b. sugar
c. water
d. all of the above
5. It is the framework or foundation of baked products
a. sugar
b. bread flour
c. flour
d. all of the above
5. They are used as leavening agents in baked and bakery products
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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a. COT
b. baking soda
c. yeasts
d. all of the above
6. The appropriate storage for unbaked cakes is:
a. refrigerator
b. freezer
c. canisters
d. none of the above
7. The appropriate storage of pies baked is:
a. refrigerator
b. freezer
c. cabinet
d. all of the above
8.The appropriate storage for baked Cakes are is:
a. chiller
b. freezer
c. refrigerator
d. all of the above
9. The function of of packaging materials is :
a. protect the product from contamination
b. provide protection to the food against physical and chemical
damage .
c. keep the product clean
d. all of the above
10. Industries has the same format in printing the expiry date which best
before date: MMDDYY.
a. True
b. False

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Objectives/Content
area/Topics

Knowledge

Comprehension

Application

# of
items/
% of test

TOTAL

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Performance Test

Specific Instruction for the Candidate


Qualification
Unit of Competency
General Instruction:
Specific Instruction:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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QUESTIONING TOOL
Questions to probe the candidates underpinning knowledge

Satisfactory
response

Extension/Reflection Questions

Yes

No

1. What would you do if your baking tools you used is not the required
for your product?
2. What would you do if the raw material you need is not available
based on the written recipe.
3. What if you cannot follow accurately the recipe provided?
4. What if the desired output is not in accordance with
standard?
Safety Questions
4.What precautions must you take when you if the desired temperature
range of your oven is not the require temperature range for your
product?
5.What safety equipment and clothing should you use when preparing
and batter , dough mix?
6.Why shouldnt wear open shoes with heels when baking?
8.What precautions you should do prevent burns and slides
when baking?
Contingency Questions
7. What would you do if someone accidentally used your needed
ingredients for you product?
8. What would you do if the customer complaints about the printed self
life of your products?
9. What would you do if you spill liquid on the part of your dry
ingredients?
12. What would you do if the self-life date printed on your
baked products with the wrong date prior to the delivery of your
products?
Job Role/Environment Questions
10. If damaged to baking tools peripherals happened, what action
would you take?
11.What would you do if there is a need for your baking tools to
updates in your work station laboratory?
15. What would you do if all the tools you need for you to work
are all pre occupied with the other trainees?
Rules and Regulations

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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17. What are the guidelines to be followed prior to the start of your
work ?
18. What is the regulation that covers when you destroy an
Equipment or laboratory tool?
19. What are the specified procedures or steps to follow in reporting
damage units to the manufacturer?
20. What the implementing guidelines in the requisition of
utensils needed prior to baking?
21 What are the implementing guidelines in the storage
handling of your tools, utensils and ingredients baked
products?
The
candidates
knowledge was:

underpinning Satisfactory

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

1.

Not
Satisfactor
y

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Templates for Inventory of Training Resources


Resources for presenting instruction
1.

Print Resources

As per TR

As per
Inventory

1. Forms (report)

Remark
s
Good

3. Cblm

2. Forms
(report)
4. Cblm

5. Textbook

6. Textbook

Good

7. Work instructions

8. Work
instructio
ns
10. Recipe
books
1.
Work
book

Good

9. Recipe books
1.

Work book

2.

Journals

3.

Journ
als

4.

Magazines

5.

Magaz
ines

Resources
for
Skills
______________________________
6.

Supplies and Materials

practice
As per TR

of

Good

Good
Good

Competency
As per
Inventory

Remarks

Pens/Ball pens

Pens/Ball
pens

Good

Bond Paper

Bond
Paper

Good

Greased proof paper

Greased
proof
paper

Good

stickers

stickers

Good

Forms

Forms

Good

Inks

Inks

Good

Brown paper

Brown
paper

Good

Box

Box

Good

Food Containers

Food

Good

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

#1

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Containers
7.

Tools

As per TR

Measuring tools

8.

As per
Inventory
Measuring
tools

Remarks
Good

Cutleries

Cutleries

Good

Baking pans

Baking
pans

Good

Pans and mixing bowls

Pans and Good


mixing
bowls

dater

dater

Good

PC

PC

Good

LCD

LCD

Good

Equipment

As per TR

As per
Inventory

Remarks

Ovens

Ovens

Good

Mixers

Mixers

Good

Freezer

Freezer

Good

Refrigerator

Refrigerato
r

Good

Work table

Work table

Good

Benches

Benches

Good

Note: In the remarks section, remarks may include for repair, for
replenishment, for reproduction, for maintenance etc.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Supervise
Work-Based
Learning

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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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.
CORE COMPETENCIES
CAN I?

YES NO

1.

2.

3.

4.

5.

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.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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February 2012

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Evidences/Proof of Current Competencies(Sample)


Form 1.2:
Evidence of Current Competencies acquired related to
Job/Occupation
Current
competencies

Proof/Evidence

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Means of validating

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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 (Sample)

Required Units of
Competency/Learning
Outcomes based on CBC

Competencies

Versus

Required

Current
Competencies

Training
Gaps/Requirements

Current
Competencies

Training
Gaps/Requirements

1.

Required Units of
Competency/Learning
Outcomes based on CBC
2.

3.

4.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

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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)
Module
Title/Module of
Instruction

Gaps

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

Duration (hours)

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TRAINING PLAN

Qualification: ____________________________
Trainees Training
Requirements

Training
Activity/Task

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

Mode of
Training

Staff

Facilities/Tools
and Equipment

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Assessment
Venue
Method

Date
and
Time

Technical Education and Skills Development Authority


___(your institution)___

TRAINEES RECORD BOOK

I.D.
Trainees No._______________

NAME: ___________________________________________________
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

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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.

QUALIFICATION: Tour guiding NC II


TRAINING DURATION:____________________________
TRAINER: __________________________________________________

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 trainees document on file.
THANK YOU.

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
Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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NOTES:
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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Unit of Competency: 1 PREPARE PIPES FOR INSTALLATION


NC Level I
Learning
Outcome

Task/Activity
Required

Date
Instructors
Accomplished Remarks

1. Lay out
measurements
2. Cut pipe
within the
required
length and
according to
job
requirements
3. Thread
pipes in
accordance
with standard
thread
engagement

Unit of Competency: 2 PERFORM MINOR CONSTRUCTION


WORKS
NC Level I
Learning
Outcome

Task/Activity
Required

Date
Instructors
Accomplished Remarks

1. Perform
piping lay
outs
2. Cut pipes
through
walls and
floors
____________________

__________________

___________________

Trainees Signature

Trainers Signature

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Trainees Signature
Signature

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______________________
Trainers

Unit of Competency:
CONECTIONS

MAKE

PIPING

JOINTS

AND

NC Level I
Learning
Outcome

Task/Activity
Required

1. Fit-up
joints and
fittings for
PVC pipe
2. Perform
threaded
pipe joints
and
connections
3. Caulk
joints\
_____________________

Date
Instructors
Accomplished Remarks

Unit of Competency: 4 PERFORM SINGLE UNIT PLUMBING


INSTALLATION AND ASSEMBLES
NC Level I
Learning
Outcome

______________________

Trainees Signature

Trainers Signature

Trainees Signature

Date Developed:
July 2010

Date Revised:

Templates

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February 2012

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Date
Accomplishe
d

Instructor
s Remarks

1. Prepare for
plumbing works
2. Install pipe
and fittings
3. Install hot and
cold water supply
4. Install/assemb
le plumbing
fixtures
_____________________

Trainers
Methodology Level I

Task/Activity
Required

____________________
Trainers Signature

Unit of Competency: 5 PERFORM PLUMBING REPAIR AND


MAINTENANCE WORKS
NC Level I
Learning
Outcome

Task/Activity
Required

1. Clear
clogged
pipes
2. clear
clogged
fixtures
______________________

Date
Instructors
Accomplished Remarks

____________________

Trainees Signature

Trainers Signature

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
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February 2012

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TRAINEES PROGRESS SHEET


Name

: JUAN DELA CRUZ

Trainer

Qualification

: Machining NC I

Nominal
Duration

Units of Competency

Training
Activity

Training
Duration

Date
Started

Date
Finished

Rating

Trainees
Initial

Supervisors
Initial

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 Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Average Ratings
PREPARATION
1.
2.
3.
4.

Average

Workshop layout conforms


with the components of a
CBT workshop
Number of CBLM is
sufficient
Objectives of every training
session is well explained
Expected activities/outputs
are clarified
General Average

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Facilitate
Learning
Session

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Training Activity Matrix

Training Activity

Trainee

Facilities/Tools
and Equipment

Venue
(Workstation/
Area)

Date &
Time

Remarks

Prayer
Recap of Activities

8:00 AM
to 8:30
AM

All
trainees

Unfreezing Activities
Feedback of Training
Rejoinder/Motivation

(List down all


Facilities/Tools
and Equipment
needed for the
workstation and
activities here)

(Specific Activities of
each Trainee for the
day here)

(Specific Activities of
each Trainee here)

(List down all


Facilities/Tools
and Equipment
needed for the
workstation and
activities here)

Name of
Workstation1

observations
on the
progress of
each trainee
for the day
will be
written here

Name of
Workstation 2

observations
on the
progress of
each trainee
for the day
will be
written here

(Specific Activities of
each Trainee for the
day here)

(List down all


Facilities/Tools
and Equipment
needed for the
workstation and
activities here)

Name of
Workstation 3

(Specific Activities of
each Trainee for the
day here)

(List down all


Facilities/Tools
and Equipment
needed for the
workstation and
activities here)

Name of
Workstation 4

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

observations
on the
progress of
each trainee
for the day
will be
written here
observations
on the
progress of
each trainee
for the day
will be
written here

Document No. NTTA-TM1-07


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Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Issued by:
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Revision # 01

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Issued by:
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Revision # 01

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Issued by:
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Revision # 01

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Minutes of the Meeting Template


Minutes of the Meeting
Focus Group Discussion
Date: ________________________
Agenda:
Competency-based Training Delivery
Present:
1.
2.
3.
4.

____________
____________
____________
____________
CBT Concerns

1.

CBT Layout

2.

Monitoring of
Attendance
Utilization of work
area
Orientation
CBT
Roles
TR
CBLM
Facilities
Evaluation system
RPL

3.
4.
1.
2.
3.
4.
5.
6.
7.
8.

1.
2.
3.

Teaching methods
and technique
Monitoring of
learning activities
Achievement chart
Progress chart
Feedback

4.

Slow learners

9.

5.

Discussions

Resolutions/Agreement

Other concerns

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Training Evaluation Report


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.
parts:

It should contain the following

Data interpretation
Data analysis
Conclusion
7.

Recommendation

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Maintain
Training
Facilities

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #1
OPERATIONAL PROCEDURE
Equipment Type
Equipment Code
Location
Operation Procedure:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #2
HOUSEKEEPING SCHEDULE
Qualification

Station/Bldg

Welding (WAF)

Area/Section
In-Charge
Responsible
Person

ACTIVITIES

Schedule for the 2nd Semester, 2011


Daily

Every
other
Day

Weekly

Every
15th
Day

Month
ly

Remarks

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

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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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

Lights, ventilation OK

10. Clean and check Rest


Room

Urinals, bowls, wash


basins, walls and
partitions are free from
stains, dirt, oils, graffiti
and unnecessary
objects;

Ceilings free from


cobwebs and dangling
items

Floor is kept dry; no


broken tiles or
protruding objects

Equipped with dipper


and pails; properly
located after use

Water systems is
functional: no
dripping/damaged
faucets or pipes

Drainage system is
working, no waterclogged areas

No offensive odor

Lights /Ventilation
OK

9. Clean and check wash


area:

Walls/Floors- free
from oils, molds,
broken tiles, gums,
stains or graffiti

Drainage system is
functional

Water system
functional; no dripping

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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faucets or leaking pipes

Free from unnecessary


objects (mops, rags)

10. Clean and maintain work


shop surroundings by
sweeping/ removing fallen
leaves, branches, debris
and other refuse,
impounded water, clearing
pathways of obstructions

11.

Disposal
materials

of

waste

(Follow waste segregation


system)

Template #3
GMAW WORKSHOP HOUSEKEEPING SCHEDULE
DAILY TASK

YES

NO

YES

NO

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
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
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 Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #4
WELDING EQUIPMENT MAINTENANCE SCHEDULE*
8 HOURS

50 Hours

100 HOURS

1.

1.

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #5
EQUIPMENT MAINTENANCE SCHEDULE
EQUIPMENT TYPE
EQUIPMENT CODE
LOCATION
Schedule for the Month of March

ACTIVITIES

MANPOWER

Daily

Every
Other
Day

Weekly

Every
15th
Day

Monthly

Remarks

1. Check panel board, and


circuit breakers
electrical connections,
cables and outlets
1.
2.

Clean and kept dry


Parts are wellsecured/attached
3.
Properly labeled
2. Check Mig gun (nozzle,
contact tip, diffuser)
and ground cable:
1.
2.

Clean and kept dry


Parts are wellsecured/ attached
3.
Inspect for damages
and replace parts if
necessary
3. Check adjustment
levers if functional
(amperages/speed); if
not, calibrate
4. Check Gas cylinder
outfit for any
abnormality
1.
2.
3.
4.

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 Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #6
WORKSHOP INSPECTION CHECKLIST
Qualification
Area/Section
YES

In-Charge

NO

INSPECTION ITEMS
1.
2.

3.
4.
5.
6.
7.
8.
9.
10.

11.
12.

Remarks:
Inspected by:

Date:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

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Template #7
EQUIPMENT MAINTENANCE INSPECTION CHECKLIST
Equipment Type
Property Code/Number
Location

YES

:
:
:

NO

INSPECTION ITEMS

Remarks:
Inspected by:

Date:

Date Developed:
July 2010

Trainers
Methodology Level I

Date Revised:

Templates

Developed by:
NTTA

February 2012

Document No. NTTA-TM1-07


Issued by:
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Revision # 01

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