Competence-Based Learning

Materials

Sector : TOURISM

Qualification Title: FOOD AND BEVERAGE SERVICES NCII

Unit of Competency: WELCOME GUESTS AND TAKE FOOD AND

BEVERAGE ORDERS

Module Title: Welcoming Guest and Taking Food and

Beverage Orders

Department of Education
Division of Aklan
District of Kalibo I
Nalook Elementary School
Nalook, Kalibo, Aklan
 Plan
Training
Session

Date Developed: Document No.

July 2010 Issued by:
Trainers
Date Revised:
Methodology Level I February 2012 Page i of vii
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
Sample Data Gathering Instrument for Trainee’s
Characteristics
Please answer the following instrument according to the
characteristics described below. Encircle the letter of your choice that best
describes you as a learner. Blank spaces are provided for some data that
need your response.
Characteristics of learners

Language, literacy 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. Ifugao
background
b. Igorot
c. Ibanag
d. Gaddang
e. Muslim
f. Ibaloy
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
Sex a. Male
b. Female

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 2 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
 Characteristics of learners
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 FBS Certificates

experience with a. FBS certified
the topic b. FBS graduate
c. FBS trainer
d. FBS lead trainer
Number of years as a competency trainer ______

Previous List down trainings related to FBS

learning ___________________________
experience ___________________________
___________________________
National Certificates acquired and NC level
Training Level
___________________________
completed
___________________________

Special courses Other courses related to FBS

a. BS Hotel and Reastaurant Management
b. Master of Arts in Education major in Home
Economics
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
faster in a quiet study environment.
b. Kinesthetic - described as the students in
the classroom, who have problems sitting
Date Developed: Document No. NTTA-TM1-01
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 3 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
 Characteristics of learners

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.
Other needs a. Financially challenged
b. Working student
c. Solo parent
d. Others(please specify)
___________________________

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 4 of 250
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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. Prepare the dining room/restaurant area for service

1.1 Take table reservations? /
1.2 Prepare service stations and equipment? /
1.3 Set up the tables in the dining area? /
1.4 Set the mood/ambiance of the dining area? /
2. Welcome guests and take food and beverage orders
2.1 Welcome and greet guests? /
2.2 Seat the guests? /
2.3 Take food and beverage orders? /
2.4 Liaise between kitchen and service areas /
3. Promote Food and Beverage products
3.1 Know the product? /
3.2 Undertake Suggestive selling? /
3.3 Carry out Upselling strategies? /
4. Provide food and beverage services to guests /
4.1 Serve food orders? /
4.2 Assist the diners? /
4.3 Perform banquet or catering food service? /
4.4 Serve Beverage Orders? /
4.5 Process payments and receipts? /
4.6 Conclude food service and close down dining area? /
4.7 Manage intoxicated persons /

5. Provide Room Service

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 5 of 250
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Revision # 01
5.1 Take and process room service orders? /
5.2 Set up trays and trolleys? /
5.3 Present and serve food and beverage orders to guests? /
5.4 Present room service account? /
5.5 Clear away room service equipment? /
6. Receive and handle guest concerns
6.1 Listen to the complaint? /
6.2 Apologize to the guest? /
6.3 Take proper action on the complaint? /
6.4 Record complaint? /

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: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 6 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
Evidences/Proof of Current Competencies (Sample)

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
Proof/Evidence Means of validating
competencies
Submitted copy of
Take table Sample Reservation Form sample reservation
reservations form
Prepare service
A video of the trainee doing Submitted the copy of
stations and the task the video of the trainee
equipment
Set up the tables A video of the trainee doing Submitted the copy of
in the dining area the task the video of the trainee
Submitted copy of
Know the product Certificate of Completion
certificate of completion
Submitted voice record
Undertake Voice record of the
of the conversation of
Suggestive selling conversation of the trainee
the trainee
Submitted voice record
Carry out upselling Voice record of the
of the conversation of
strategies conversation of the trainee
the trainee
Submitted the copy of
Serve food orders Video clipping of the trainee the video of the trainee
doing the task
A video of the trainee doing Submitted the copy of
Assist the diners
the task the video of the trainee
Perform banquet or Submitted copy of
Certificate of Completion
catering food service certificate of completion
Serve Beverage An actual video clip doing of Submitted the copy of
Orders the trainee the video of the trainee
Submitted sample of
Process payments Sample of processed
processed payments
and receipts payments and receipts
and receipts
Conclude food
An actual video clip doing of Submitted the copy of
service and close
the trainee the video of the trainee
down dining area
Manage intoxicated Video clip on how the Submitted video clip on
Date Developed: Document No. NTTA-TM1-01
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 7 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
 how the trainee
trainee manages intoxicated
persons manages intoxicated
persons
persons
Take and process
Submitted sample order
room service orders Sample order slips
slips

Set up trays and A video of the trainee doing Submitted the copy of
trolleys the task the video of the trainee
Present and serve
A video of the trainee doing Submitted the copy of
food and beverage
the task the video of the trainee
orders to guests
Present room service A video of the trainee doing Submitted the copy of
account the task the video of the trainee
Clear away room A video of the trainee doing Submitted the copy of
service equipment the task the video of the trainee
Listen to the A video of the trainee doing Submitted the copy of
complaint the task the video of the trainee
Submitted voice record
Apologize to the Voice record of the
of the conversation of
guest conversation of the trainee
the trainee
Take proper action A video of the trainee doing Submitted the copy of
on the complaint the task the video of the trainee
Sample records of Submitted sample
Record complaint
complaint records of complaint

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 8 of 250
Developed by: NTTA
Templates Redilyn C. Agub
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 Versus Required

Competencies (Sample)

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on CBC
1. Prepare the dining room/restaurant area for service
Take table
Take table reservations
reservations
Prepare service
Prepare service stations
stations and
and equipment
equipment
Set up the tables in the Set up the tables in
dining area the dining area
Set the
Set the mood/ambiance of
mood/ambiance of
the dining area?
the dining area?
2. Welcome guests and take food and beverage orders
Welcome and greet
Welcome and greet guests
guests
Seat the guests Seat the guests
Take food and beverage Take food and
orders beverage orders
Liaise between
Liaise between kitchen and
kitchen and service
service areas
areas
3. Promote Food and Beverage products
Know the product Know the product
Undertake Suggestive Undertake Suggestive
selling selling
Carry out Upselling Carry out Upselling
strategies strategies
Date Developed: Document No. NTTA-TM1-01
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 9 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
4. Provide food and beverage services to guests

Serve food orders Serve food orders

Assist the diners Assist the diners
Perform banquet or Perform banquet or
catering food service catering food service
Serve Beverage
Serve Beverage Orders
Orders
Process payments and Process payments
receipts and receipts
Conclude food service
Conclude food service and
and close down
close down dining area
dining area
Manage intoxicated Manage intoxicated
persons persons
5. Provide Room Service
Listen to the
Listen to the complaint
complaint
Apologize to the
Apologize to the guest
guest
Take proper action on the Take proper action on
complaint the complaint
Record complaint? Record complaint?
6. Receive and handle guest concerns
Listen to the
Listen to the complaint
complaint
Apologize to the
Apologize to the guest
guest
Take proper action on the Take proper action on
complaint the complaint
Record complaint Record complaint

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 10 of 250
Developed by: NTTA
Templates Redilyn C. Agub
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 Module Title/Module of

Instruction
(Learning Outcomes)
Welcome and greet guests 1.
Seat the guests
Take food and beverage orders 2.
Liaise between kitchen and service areas

Date Developed: Document No. NTTA-TM1-01

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 11 of 250
Developed by: NTTA
Templates Redilyn C. Agub
Revision # 01
 In template form, the session plan will look like this.
SESSION PLAN
Sector : TOURISM
Qualification Title : FOOD AND BEVERAGE SERVICES NCII
Unit of Competency : WELCOME GUESTS AND TAKE FOOD AND BEVERAGE ORDERS
Module Title : WELCOMING GUESTS AND TAKING FOOD AND BEVERAGE ORDERS
Learning Outcomes:
LO1: Welcome and greet guests
LO2: Seat the guests
LO3: Take food and beverage orders
LO4: Liaise between kitchen and service areas

A. INTRODUCTION
This module deals with the knowledge and skills required in providing pre-meal services to the dining guests as soon as
they arrive in the foodservice facility. It covers the dining room or restaurant service procedures before the food and
beverage orders are served. This unit involves the initial steps in the sequence of service that includes the welcoming of
guests, seating the guests, taking food and beverage orders and liaising between the kitchen and the service area

B. LEARNING ACTIVITIES
LO 1: Welcome and greet guests
Learning Content Methods Presentation Practice Feedback Resources Time
1. Welcoming and Self- paced learning Read information Answer self- Compare to CBLM 1hr
greeting guests sheet 2.1-1 on Check 2.1-1 answer key
procedures welcoming and (answer 2.1-1

Date Developed: Document No. NTTA-TM1-01

July 2010 Issued by:
Trainers Methodology Level I Date Revised:
February 2012 Page 12 of 250
Templates Developed by: NTTA
NTTA
Revision # 01
 greeting guests written tests)
procedures

Video presentation viewing Watch the video LCD

clip on welcoming Projector,
and greeting guests Laptop
procedures
Check and
Demonstration Observe the trainer Perform task evaluate
performanc
on how to welcome sheet 2.1-1
e using
and greet the
criteria
guests
checklist
LO 2: Seat the guest
 Seating Self- paced learning Read information Answer self- Compare to CBLM 1hr
guests procedures sheet 2.2-1 on Check 2.2-1 answer key
seating guests (answer 2.2-1
procedures written tests)

Film viewing Watch the film on LCD

seating guests Projector,
procedures Laptop

Demonstration Observe the trainer Perform task Check and

on how to seat the sheet 2.2-1 evaluate
guests performanc
e using
criteria
Date Developed: Document No. NTTA-TM1-01
July 2010 Issued by:
Trainers Methodology Level I Date Revised:
February 2012 Page 13 of 250
Templates Developed by: NTTA
NTTA
Revision # 01
 checklist
 Sequence of Self- paced learning Read information Answer self- Compare to CBLM 1hr.
Food Service sheet 2.2-1 on the Check 2.2-1 answer key
sequence of food (answer 2.2-1
service written tests)

Film viewing Watch the film on LCD

the sequence of Projector,
food service Laptop

Demonstration Observe the trainer Perform task Check and

on the sequence of sheet 2.2-2 evaluate
food service performanc
e using
criteria
checklist
LO 3: Take food and beverage orders
 Basic Menu Self- paced learning Read information Answer self- Compare to CBLM 1hr
types sheet 2.3-1 on Check 2.3-1 answer key
basic menu types (answer 2.3-1
written tests)

 Order taking Self- paced learning Read information Answer self- Compare to CBLM 1hr
procedures sheet 2.3-2 on Check 2.3-2 answer key

Date Developed: Document No. NTTA-TM1-01

July 2010 Issued by:
Trainers Methodology Level I Date Revised:
February 2012 Page 14 of 250
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NTTA
Revision # 01
 order taking (answer 2.3-2
procedures written tests)

Video presentation viewing Watch the video LCD

clip on order taking Projector,
procedures Laptop

Demonstration Observe the trainer Perform task Check and

on how to welcome sheet 2.1-1 evaluate
and greet the performanc
guests e using
criteria
checklist
 Principles of Self- paced learning Read information Answer self- Compare to CBLM 1hr
promotion and selling sheet 2.3-3 on Check 2.3-3 answer key
principles of (answer 2.3-3
promotion and written tests)
selling
Check and
evaluate
Demonstration Observe the trainer Perform task performanc
on how to welcome e using
sheet 2.3-3
and greet the criteria
guests checklist
 Suggestive Self- paced learning Read information Answer self- Compare to CBLM 1hr
selling techniques sheet 2.3-4 on Check 2.3-4 answer key

Date Developed: Document No. NTTA-TM1-01

July 2010 Issued by:
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February 2012 Page 15 of 250
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NTTA
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 suggestive selling (answer 2.3-4
techniques written tests)

Video presentation viewing Watch the video LCD

clip on selling Projector,
techniques Laptop

Demonstration Observe the trainer Perform task Check and

on suggestive sheet 2.3-4 evaluate
selling techniques performanc
e using
criteria
checklist
 Product and Self- paced learning Read information Answer self- Compare to CBLM 1hr
service knowledge sheet 2.3-5 on Check 2.3-5 answer key
welcoming and (answer 2.3-5
greeting guests written tests
procedures

LO 4: Liaise between kitchen and service areas

 Product and Self- paced learning Read information Answer self- Compare to CBLM 1hr
service knowledge sheet 2.4-1 on Check 2.4-1 answer key
product and (answer 2.4-1
service knowledge written tests)
Date Developed: Document No. NTTA-TM1-01
July 2010 Issued by:
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 OHS and Self- paced learning Read information Answer self- Compare to CBLM 1hr
sanitation sheet 2.4-2 on Check 2.4-2 answer key
procedures in OHS and (answer 2.4-2
services sanitation written tests)
procedures in
services

Film viewing Watch the film on

OHS and
sanitation
procedures in
services

Demonstration Observe the trainer Perform task Check and

on how to perform sheet 2.4-2 Supplies
properly the OHS evaluate
and sanitation performanc
procedures in e using
services criteria
checklist

C. ASSESSMENT PLAN
 Written Test
 Performance Test
D. TEACHER’S SELF-REFLECTION OF THE SESSION

Date Developed: Document No. NTTA-TM1-01

July 2010 Issued by:
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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.

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 18 of 61
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 (Qualification Title)
COMPETENCY-BASED LEARNING MATERIALS

List of Competencies

No. Unit of Competency Module Title Code

Prepare the dining Preparing the dining

1. room/restaurant area TRS512387
room/restaurant area
for service for service

Welcome guests and Welcoming guests and

2. take food and TRS512388
take food and beverage
beverage orders orders

Promote food and Promoting food and

TRS512389
3.
beverage product beverage product

Provide food and Providing food and

4. beverage services to beverage services TRS512390
to
guests guests

5. Provide room service TRS512391

Providing room service

Receive and handle Receive and handle

TRS512392
6.
guests concerns guests concerns

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
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 MODULE CONTENT

UNIT OF COMPETENCY: Welcome guests and take food and beverage

orders

MODULE TITLE: Welcoming guests and taking food and

beverage orders

MODULE DESCRIPTOR:
This module deals with the knowledge and skills required
in providing pre-meal services to the dining guests as soon as they
arrive in the foodservice facility. It covers the dining room or restaurant
service procedures before the food and beverage orders are served.
This unit involves the initial steps in the sequence of service that
includes the welcoming of guests, seating the guests, taking food and
beverage orders and liaising between the kitchen and the service area

NOMINAL DURATION: 4 hours

LEARNING OUTCOMES:
At the end of this module you MUST be able to:
1. Welcome and greet guests
2. Seat the guests
3. Take food and beverage orders
4. Liaise between kitchen and service areas

ASSESSMENT CRITERIA:
1. Guests are acknowledged as soon as they arrive.
2. Guests are greeted with an appropriate welcome.
3. Details of reservations are checked based on established standard
policy.

Date Developed: Document No. NTTA-TM1-07

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LEARNING OUTCOME NO. 1
(LO3 Welcome and greet guests)

Contents:

1. Welcoming and greeting guests procedures

Assessment Criteria

1. Guests are acknowledged as soon as they arrive.

2. Guests are greeted with an appropriate welcome.
3. Details of reservations are checked based on established standard policy.

Conditions

The trainee / student are skilled in Basic Communication

Assessment Method:

1. Oral examination
2. Written examination
3. Performance test

Date Developed: Document No. NTTA-TM1-07

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 Learning Experiences
Learning Outcome 1
(LO TITLE)

Learning Activities Special Instructions

Date Developed: Document No. NTTA-TM1-07

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 Information Sheet _______
(Title)

Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1.
2.

(Introductory Paragraph)

(Body)

Date Developed: Document No. NTTA-TM1-07

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 Self- Check ______

(Type of Test) : (Instruction)

Date Developed: Document No. NTTA-TM1-07

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 ANSWER KEY ____

1.
2.
3.
4.

Date Developed: Document No. NTTA-TM1-07

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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:

Date Developed: Document No. NTTA-TM1-07

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 Performance Criteria Checklist ______

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

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
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 JOB SHEET _____
Title:

Performance Objective: Given (condition), ,you should be able to

(performance) following (standard).

Supplies/Materials :

Equipment :

Steps/Procedure:
5.
6.
7.
8.

Assessment Method:

Date Developed: Document No. NTTA-TM1-07

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 Performance Criteria Checklist ______

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

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 29 of 61
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Evidence Plan

Competency
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…













NOTE: *Critical aspects of competency

Date Developed: Document No. NTTA-TM1-07

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 TABLE OF SPECIFICATION

# of
Objectives/Content
Knowledge Comprehension Application items/
area/Topics
% of test

TOTAL

Date Developed: Document No. NTTA-TM1-07

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Performance Test

Specific Instruction for the Candidate

Qualification

Unit of Competency

General Instruction:

Specific Instruction:

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
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QUESTIONING TOOL
Satisfactory
Questions to probe the candidate’s underpinning knowledge respon
se
Extension/Reflection Questions Yes No
1.  
2.  
3.  
4.  
Safety Questions
5.  
6.  
7.  
8.  
Contingency Questions
9.  
10.  
11.  
12.  
Job Role/Environment Questions  
13.  
14.  
15.  
16.  
Rules and Regulations  
17.  
18.  
19.  
20.  
The candidate’s underpinning  Satisfactory  Not
knowledge was: Satisfactory

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 33 of 61
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Revision # 01
Templates for Inventory of Training Resources
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.

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 34 of 61
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Revision # 01
 Supervise
Work-Based
Learning

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 35 of 61
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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.
(BASIC, COMMON, CORE)
CAN I…? YES NO
1.

2.

3.

4.

Date Developed: Document No. NTTA-TM1-07

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(BASIC, COMMON, CORE)
CAN I…? YES NO
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: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 37 of 61
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Revision # 01
Evidences/Proof of Current Competencies(Sample)

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
Proof/Evidence Means of validating
competencies

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 38 of 61
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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)

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on CBC
1.

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on CBC
2.

3.

4.

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 39 of 61
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Templates 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)

Module
Gaps Title/Module of Duration (hours)
Instruction

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 40 of 61
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Revision # 01
 TRAINING PLAN

Qualification: ____________________________

Trainees’ Training Training Mode of

Staff
Requirements Activity/Task Training

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 41 of 61
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Revision # 01
 Technical Education and Skills Development Authority
___(your institution)___

TRAINEE’S RECORD BOOK

I.D.

Trainee’s No._______________

NAME: ___________________________________________________

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 42 of 61
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 column regarding the outcome of the task accomplished by
the trainees. Be sure that the trainee will personally
QUALIFICATION: PLUMBING NC II_______
accomplish the task and confirmed by the instructor.
It is of great importance that the content should be
TRAINING DURATION :____________________________ 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.

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
indicate his/her remarks on the “Instructors Remarks”
Date Developed: Document No. NTTA-TM1-07
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 43 of 61
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 Date Developed: Document No. NTTA-TM1-07
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 44 of 61
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NOTES:

__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 45 of 61
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Revision # 01
Unit of Competency: 1 PREPARE PIPES FOR INSTALLATION

NC Level I Unit of Competency: 2 PERFORM MINOR CONSTRUCTION

Learning Task/Activity Date Instructors WORKS
Outcome Required Accomplished Remarks
 Lay out NC Level I
measurements
 Cut pipe Learning Task/Activity Date Instructors
within the Outcome Required Accomplished Remarks
required Perform
length and piping lay
according to outs
job Cut pipes
requirements through
 Thread pipes walls and
in accordance floors
with standard
thread
engagement ____________________ ______________________
Trainee’s Signature Trainer’s
__________________ ___________________ Signature

Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-07

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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
Outcome Required Accomplished Remarks
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

_____________________ ____________________
Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 47 of 61
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 Unit of Competency: 5 PERFORM PLUMBING REPAIR AND
MAINTENANCE WORKS

NC Level I
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
 Clear
clogged
pipes
clear
clogged
fixtures
______________________ ____________________
Trainee’s Signature Trainer’s Signature

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 48 of 61
Developed by: NTTA
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Revision # 01
 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

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: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 49 of 61
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 Average Ratings

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 Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 50 of 61
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Facilitate
Learning
Session

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 51 of 61
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Templates NTTA
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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
and Equipment Name 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
(Specific Activities of progress of
and Equipment Name of
each Trainee for the each trainee
needed for the Workstation 3
day here) for the day
workstation and
will be written
activities here)
here
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 Workstation 4
day here) for the day
workstation and
will be written
activities here)
here

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 52 of 61
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Revision # 01
 Trainers Date Developed: Document No. NTTA-TM1-07
Methodology Level I July 2010 Issued by: Page 53 of 61
Date Revised:
February 2012
Templates Developed by: NTTA
NTTA
Revision # 01
 Trainers Date Developed: Document No. NTTA-TM1-07
Methodology Level I July 2010 Issued by: Page 54 of 61
Date Revised:
February 2012
Templates Developed by: NTTA
NTTA
Revision # 01
Minutes of the Meeting Template

Minutes of the Meeting

Focus Group Discussion
Date Developed: Document No. NTTA-TM1-07
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 55 of 61
Developed by: NTTA
Templates NTTA
Revision # 01
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

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 56 of 61
Developed by: NTTA
Templates NTTA
Revision # 01
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. It should contain the following
parts:
Data interpretation
Data analysis
Conclusion

7. Recommendation

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 57 of 61
Developed by: NTTA
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Maintain
Training
Facilities

Date Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 58 of 61
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 Date Developed: Document No. NTTA-TM1-07
Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 59 of 61
Developed by: NTTA
Templates NTTA
Revision # 01
 Template #1
OPERATIONAL PROCEDURE
Equipment Type
Equipment Code
Location
Operation Procedure:

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 60 of 61
Developed by: NTTA
Templates NTTA
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 Template #2

Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 61 of 61
Developed by: NTTA
Templates NTTA
Revision # 01
 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
Trainers Date Developed: Document No. NTTA-TM1-07
• Lights, ventilation – OK
Methodology Level I July 2010 Issued by: Page 62 of 61
Date Revised:
10. Clean and check Rest
February 2012
Room Templates Developed by: NTTA
• Urinals, bowls, wash NTTA
basins, walls and Revision # 01
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 Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 63 of 61
Developed by: NTTA
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 Template #4
WELDING EQUIPMENT MAINTENANCE SCHEDULE*
8 HOURS 50 Hours 100 HOURS
•  •


Date Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 64 of 61
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 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 Developed: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 65 of 61
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 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 Developed: Document No. NTTA-TM1-07

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Methodology Level I Date Revised:
February 2012 Page 66 of 61
Developed by: NTTA
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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: Document No. NTTA-TM1-07

Trainers July 2010 Issued by:
Methodology Level I Date Revised:
February 2012 Page 67 of 61
Developed by: NTTA
Templates NTTA
Revision # 01