Templates

Sector

Qualification Title:

Unit of Competency:

Module Title:

(From CBC & TR)

(From CBC & TR)

(From CBC & TR)

(From CBC & TR)

Technical Education & Skills Development Authority

School

Plan
Training
Session

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

a. 95 and above

a. 95 and above

b. 90 to 94

b. 90 to 94

c. 85 to 89

c. 85 to 89

d. 80 to 84

d. 80 to 84

a. 75 to 79

e. 75 to 79

Ethnicity/culture:
a. Ifugao
b. Igorot
c. Ibanag
d. Gaddang

(Dont delete but may add)

e. Muslim
f. Ibaloy
g. Others( please specify)_____________
Education &
general
knowledge

Highest Educational Attainment:

a. High School Level
b. High School Graduate
c. College Level
d. College Graduate
add)

(Dont delete but may

e. with units in Masters degree

Trainers
Methodology Level
I
Templates

Date Developed:
July 2010

Date Revised:

February 2012

Developed by:
Redilyn
C.
Agub

Document No. NTTA-TM1-01

Issued by:
NTTA
Revision # 01

Page 2 of 250

Characteristics of learners
f. Masteral Graduate
g. With units in Doctoral Level
h. Doctoral Graduate
Sex

a. Male
b. Female

Age

Your age: _____

Physical ability
(to change or not)

Previous
experience with
the topic

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) ___________________
Training Certificate related to the qualification
a. TQ certified
b. TM graduate
c. TM trainer
d. TM lead trainer
Number of years as a competency trainer
______

Previous
learning
experience

List down trainings related to qualification

___________________________
___________________________
___________________________

Training Level
completed

National Certificates acquired and NC level

___________________________
___________________________

Special courses

Other courses related to qualification

a. Units in education
b. Masters degree units in education
c. Others(please specify)

Trainers
Methodology Level
I
Templates

Date Developed:
July 2010

Date Revised:

February 2012

Developed by:
Redilyn
C.
Agub

Document No. NTTA-TM1-01

Issued by:
NTTA
Revision # 01

Page 3 of 250

Characteristics of learners
_________________________
Learning styles
(highlight as many
as they want)

a. Visual - The visual learner takes mental

pictures of information given, so in order
for this kind of learner to retain
information, oral or written, presentations
of new information must contain diagrams
and drawings, preferably in color. The
visual learner can't concentrate with a lot
of activity around him and will focus better
and learn faster in a quiet study
environment.
b. Kinesthetic - described as the students in
the classroom, who have problems sitting
still and who often bounce their legs while
tapping their fingers on the desks. They are
often referred to as hyperactive students
with concentration issues.
c. Auditory- a learner who has the ability to
remember speeches and lectures in detail
but has a hard time with written text.
Having to read long texts is pointless and
will not be retained by the auditory learner
unless it is read aloud.
d. Activist - Learns by having a go
e. Reflector - Learns most from activities
where they can watch, listen and then
review what has happened.
f. Theorist - Learns most when ideas are
linked to existing theories and concepts.
g. Pragmatist - Learns most from learning
activities that are directly relevant to their

situation.
Other needs

a. Financially challenged
b. Working student

Trainers
Methodology Level
I
Templates

Date Developed:
July 2010

Date Revised:

February 2012

Developed by:
Redilyn
C.
Agub

Document No. NTTA-TM1-01

Issued by:
NTTA
Revision # 01

Page 4 of 250

Characteristics of learners
c. Solo parent
d. Others(please specify)
___________________________

Trainers
Methodology Level
I
Templates

Date Developed:
July 2010

Date Revised:

February 2012

Developed by:
Redilyn
C.
Agub

Document No. NTTA-TM1-01

Issued by:
NTTA
Revision # 01

Page 5 of 250

FORM 1.1 SELF-ASSESSMENT CHECK

INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary
data or information which is essential in planning training
sessions. Please check the appropriate box of your answer
to the questions below.
BASIC COMPETENCIES
CAN I?
1.

2.

3.

4.

5.

YE
S

NO

COMMON COMPETENCIES
CAN I?
6.

7.

8.

9.

10.

YE
S

NO

CORE COMPETENCIES
CAN I?
11.

12.

13.

14.

15.

YE
S

NO

Evidences/Proof of Current Competencies (Sample)

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

Proof/Evidence

Means of validating

Proof/Evidence

Means of validating

Proof/Evidence

Means of validating

(Basic)

Current
competencies
(Common)

Current
competencies
(Core)

Identifying Training Gaps (Based on the answers with NO)

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/Requirement
s

Current
Competencies

Training
Gaps/Requirement
s

1.

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

3.

4.

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)

Module Title/Module of
Instruction
1.
2.

3.

6.
7.

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

SESSION PLAN
Sector

Qualification Title

Unit of Competency

Module Title

Learning Outcomes:
A. INTRODUCTION (From Core Competency)
B. LEARNING ACTIVITIES
LO 1:
Learning Content
(From CBC)

Methods

Presentation

Practice

Feedback

(From CBC)

LO 2:
C. ASSESSMENT PLAN

Written Test
Performance Test

Trainers Methodology Level

I
Templates

Date Developed:
July 2010

Date Revised:
February 2012

Developed by:
NTTA

Document No. NTTA-TM1-01

Issued by:
Page 14 of 250
NTTA
Revision # 01

Resources

Time

D. TEACHERS SELF-REFLECTION OF THE SESSION

Trainers Methodology Level

I
Templates

Date Developed:
July 2010

Date Revised:
February 2012

Developed by:
NTTA

Document No. NTTA-TM1-01

Issued by:
Page 15 of 250
NTTA
Revision # 01

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 Content
Module Content
Module
List of Competencies
Content
Module Content

Module Content
Front Page

Trainers
Methodology Level
I
Templates

Date Developed:
July 2010

Date Revised:
February 2012

Developed by:
NTTA

Document No. NTTA-TM1-07

Issued by:
Page 16 of 61
NTTA
Revision # 01

(Qualification Title)
COMPETENCY-BASED LEARNING MATERIALS
List of Competencies
(Basic, Common, Core)

No.

Unit of Competency

Module Title

Code
(Based on TR)

1.
2.
3.
4.
5.
6.

MODULE CONTENT
UNIT OF COMPETENCY
MODULE TITLE

MODULE DESCRIPTOR:

NOMINAL DURATION:

LEARNING OUTCOMES:
At the end of this module you MUST be able to:
1.
2.
3.
4.

ASSESSMENT CRITERIA: (Based on CBC)

1.
2.
3.
4.
5.
6.

LEARNING OUTCOME NO. 4

(LO Title)
Contents:
1.
2.
3.
4.
5.
Assessment Criteria
1.
2.
3.
4.

Conditions
The participants will have access to:
1.
2.
3.
Assessment Method:
1.
2.
3.

Learning Experiences

Learning Outcome 1
(LO TITLE)

Learning Activities

Special Instructions
(Copy Format CBLM)

Information Sheet _______

(Title)

Learning Objectives: (The KNOWLEDGE only)

After reading this INFORMATION SHEET, YOU MUST be able to:
1.
2.
(Introductory Paragraph)
(Body)

Self- Check ______

(Type of Test) : (Instruction)
( 10 Questions depending on the objective)

ANSWER KEY ____

1.
2.
3.
4.

TASK SHEET _____ (Relate to the Core)

Title:
Performance Objective:
Given (condition), ,you should be able to
(performance) following (standard).
Supplies/Materials

Equipment

Steps/Procedure:
1.
2.
3.
4.

Assessment Method: (Based on CBC)

Performance Criteria Checklist ______

Did you.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

CRITERIA

YES

NO

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:

Performance Criteria Checklist ______

Did you.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.

CRITERIA

YES

NO

Evidence Plan (TR specifically from evidence guide)

( in Present Tense)
Competency
standard:

The evidence must show that the trainee

NOTE: *Critical aspects of competency

Written

Portfolio

Third party Report

Demonstration & Questioning

Ways in which evidence will be collected:

[tick the column]

Observation & Questioning

Unit of
competency:

TABLE OF SPECIFICATION
(All LOs from Session Plan, 40 60 items)

Objectives/Co
ntent
area/Topics

TOTAL

Knowledge

Comprehensio
n

Application

# of items/
% of test

Performance Test (Major activity from CORE)

Specific Instruction for the Candidate

Qualification
Unit of Competency
General Instruction:
Specific Instruction:

QUESTIONING TOOL (Check CBLM)

(2 copies, 1 blank and 1 with answers)
Questions to probe the candidates underpinning knowledge

Satisfactory
response

Extension/Reflection Questions

Yes

No

1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

Job Role/Environment Questions

13.

14.

15.

16.

Rules and Regulations (Within the workplace)

17.

18.

19.

20.

Safety Questions

Contingency Questions

The

candidates

knowledge was:

underpinning Satisfactory

Not
Satisfactory

Templates for Inventory of Training Resources (Based on TR)

Resources for presenting instruction

Print Resources

As per TR

As per
Inventory

Remarks

Non Print Resources

As per TR

As per
Inventory

Remarks

Resources
for
Skills
______________________________

practice

of

Competency

#1

Supplies and Materials

As per TR

As per
Inventory

Remarks

Tools

As per TR

As per
Inventory

Remarks

Equipment

As per TR

As per
Inventory

Remarks

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

Supervise
Work-Based
Learning

FORM 1.1 SELF-ASSESSMENT CHECK (Same with pages 6-9)

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?
16.

17.

18.

19.

YE
S

NO

CORE COMPETENCIES
CAN I?

20.

YE
S

NO

Evidences/Proof of Current Competencies(Sample)

(Copy paste from Plan)
Form 1.2:
Evidence of Current Competencies acquired related to
Job/Occupation
Current
competencies

Proof/Evidence

Means of validating

Identifying Training Gaps (Same with page 10)

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/Requirement
s

Current
Competencies

Training
Gaps/Requirement
s

1.

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

3.

4.

(Copy paste from Plan)

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

Duration (hours)

TRAINING PLAN

Qualification:
____________________________
Trainees Training
Requirements

Training
Activity/Task

(All LOs from Core (Per LO)

Gap)

(Per

Technical Education and Skills

Development Authority
___(your institution)___

TRAINEES RECORD BOOK

(Basic, Common, Core)

I.D.
Trainees No._______________

NAME:
__________________________________
_________________
QUALIFICATION:
PLUMBING NC II_______
TRAINING
DURATION
:____________________________
TRAINER:
__________________________________
________________

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
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.
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.

NOTES:

_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________
_______________________________
___________________________

Unit of Competency: 1 PREPARE

PIPES FOR INSTALLATION
NC Level I
Learning
Outcome

Unit of Competency: 2 PERFORM

MINOR CONSTRUCTION WORKS
NC Level I

Task/Activity
Required

Lay out
measureme
nts
Cut pipe
within the
required
length and
according to
job
requirement
s
Thread
pipes in
accordance
with
standard
thread
engagement
__________________
___________________
Trainees Signature
Trainers Signature

Date
Learning
Accomplish Outcome
ed
Perform
piping lay
outs
Cut pipes
through
walls and
floors

Task/Activity
Required

____________________
______________________
Trainees Signature
Trainers Signature

Date
Accomplish

Unit of Competency:
PIPING
JOINTS
CONECTIONS

MAKE
AND

NC Level I
Learning
Outcome

Task/Activity
Required

Fit-up joints
and fittings
for PVC pipe
Perform
threaded
pipe joints
and
connections
Caulk joints\
_____________________
______________________

Outcome

Required

Accomplish
d

Prepare for
plumbing works
Install pipe and
fittings
Install hot and
Accomplished
cold water supply
Install/assemble
plumbing fixtures

_____________________
____________________
Trainees Signature
Trainers Signature

Trainees Signature
Trainers Signature

Unit
of
Competency:
5
PERFORM PLUMBING REPAIR
AND
MAINTENANCE
WORKS
Unit of Competency: 4 PERFORM
SINGLE UNIT PLUMBING
INSTALL
ATION AND ASSEMBLES

Learnin
g
Outcome

NC Level I
Learning

NC Level I

Task/Activity

Clear
clogged
pipes

Task/Activity
Required

Date
Accomplish
ed

In

Re

 clear
clogged
fixtures

______________________
____________________
Trainees Signature
Trainers Signature

TRAINEES PROGRESS SHEET (Basic, Common, Core)

Name

: JUAN DELA CRUZ

Trainer

Qualification

: Machining NC I

Nominal
Duration

Training
Duration

Date
Started

Units of Competency

Training
Activity

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

Average Ratings
PREPARATION
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

Average

Facilitate
Learning
Session

Training Activity Matrix

(Core with Gap)

Training Activity

Trainee

Facilities/Tools
and Equipment

Venue
(Workstation/
Area)

Date &
Time

Remarks

Prayer
8:00 AM
to 8:30
AM

Recap of Activities
Unfreezing Activities

All
trainees

Feedback of Training
Rejoinder/Motivation

(Specific Activities of
each Trainee for the
day here)

(Specific Activities of
each Trainee here)

(Specific Activities of
each Trainee for the
day 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
Workstation1

(List down all

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

Name of
Workstation 2

(List down all

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

Name of
Workstation 3

(List down all

Facilities/Tools
and Equipment
needed for the
workstation and

Name of
Workstation 4

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

activities here)

(Basic, Common, Core)

will be
written here

(Basic, Common, Core)

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
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

Discussions

Resolutions/Agreement

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:
Data interpretation
Data analysis
Conclusion
7 Recommendation

It should contain the following

Maintain
Training
Facilities

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

Template #2

HOUSEKEEPING SCHEDULE (Based on Institutional Practice)

Qualification

Station/Bldg

Welding (WAF)

Area/Section

In-Charge

Schedule for the 2nd Semester, 2011

ACTIVITIES

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,

Responsible
Person

Daily

Ever
y
other
Day

Weekly

Every
15th
Day

Month
ly

Remarks

Template #3
GMAW WORKSHOP HOUSEKEEPING SCHEDULE
(Maintenance of Equipment Work Station)
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

Template #4
WELDING EQUIPMENT MAINTENANCE SCHEDULE*
(Any equipment on the workstation)
8 HOURS

50 Hours

100 HOURS

Template #5
EQUIPMENT MAINTENANCE SCHEDULE
(Equipment on the workstation)
EQUIPMENT TYPE
EQUIPMENT CODE
LOCATION
Schedule for the Month of March

ACTIVITIES
1. Check panel board,
and circuit breakers
electrical connections,
cables and outlets

Clean and kept dry

Parts are wellsecured/attached
Properly labeled

2. Check Mig gun (nozzle,

contact tip, diffuser)
and ground cable:

Clean and kept dry

Parts are wellsecured/ attached
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

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.

MANPOWER

Daily

Every
Other
Day

Weekly

Every
15th
Day

Monthly

Remarks

Template #6

WORKSHOP INSPECTION CHECKLIST

(Based on the equipment in the workstation)
Qualification

Area/Sectio
n

YES

In-Charge

NO

INSPECTION ITEMS
1.

2.

3.

4.

5.

6.

7.

8.

9.

10.

11.

12.

Remarks:
Inspected by:

Date:

Template #7
EQUIPMENT MAINTENANCE INSPECTION CHECKLIST
(Based on the equipment on the workstation)
Equipment Type

Property Code/Number

Location

YE
S

NO

INSPECTION ITEMS

Remarks:
Inspected by:

Date:

Waste Segregation Checklist

Tag-out Index Card
Workshop Inspection Checklist
Equipment Maintenance Inspection
Checklist
Breakdown Report
Purchase Report

UTILIZE

Choose one topic (at least 6 slides)

Include:
What is CBT?
Principles of CBT
Sample Content Info Sheet