Sector : TOURISM

Qualification Title : TRAINERS METHODOLOGY I

Unit of Competency : Plan Training Session

Module Title : Planning Training Session

Technical Education & Skills Development Authority

SIMEON SUAN VOCATIONAL TECHNICAL COLLEGE
 Plan
Training
Session
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, Average grade in: Average grade in:

literacy and English Math
numeracy (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. Tagalog
background
b. Mangyan
c. Bisaya
d. Ilokano
e. Muslim
f. 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
Age Your age: _____
Physical ability 1. Disabilities(if any)_____________________
2. Existing Health Conditions (Existing illness
if any)
a. None
b. Asthma
 Characteristics of learners
c. Heart disease
d. Anemia
e. Hypertension
f. Diabetes
g. Others(please specify) ___________________
EMS Certificates
Previous
experience with a. EMS certified
the topic b. EMS graduate
c. EMS trainer
d. EMS lead trainer
Number of years as a competency trainer ______
List down trainings related to TM
Previous
learning ___________________________
experience ___________________________
___________________________
National Certificates acquired and NC level
Training Level
completed ___________________________
___________________________
Other courses related to TM
Special courses
a. Units in education
b. Master’s degree units in education
c. Others(please specify)
_________________________
Learning styles a. Visual - The visual learner takes mental
pictures of information given, so in order for
this kind of learner to retain information,
oral or written, presentations of new
information must contain diagrams and
drawings, preferably in color. The visual
learner can't concentrate with a lot of
activity around him and will focus better and
learn 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
 Characteristics of learners

e. Reflector - Learns most from activities where

they can watch, listen and then review what
has happened.
f. Theorist - Learns most when ideas are linked
to existing theories and concepts.
g. Pragmatist - Learns most from learning
activities that are directly relevant to their
situation.
a. Financially challenged
Other needs
b. Working student
c. Solo parent
d. Others(please specify)
___________________________
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…? YE NO
S
1. LEAD WORKPLACE COMMUNICATION
1.1 Communicate information about workplace 
processes
1.2 Lead workplace discussions 
1.3 Identify and communicate issues arising in the 
workplace
2. LEAD SMALL TEAMS
2.1 Provide team leadership 
2.2 Assign responsibilities 
2.3 Set performance expectations for team members 
2.4 Supervise team performance 
3. DEVELOP AND PRACTICE NEGOTIATION SKILLS
3.1 Plan negotiations 
3.2 Participate in negotiations 
4. SOLVE PROBLEMS RELATED TO WORK ACTIVITIES
4.1 Identify the problem 
4.2 Determine fundamental causes of the problem 
4.3 Determine corrective action 
4.4 Provide recommendation/s to manager 
5. USE MATHEMATICAL CONCEPTS AND TECHNIQUES
5.1 Identify mathematical tools and techniques to 
solve problem
5.2 Apply mathematical procedure/solution 
5.3 Analyze results 
6. USE RELEVANT TECHNOLOGIES

6.1 Study/select appropriate technology

6.2 Apply relevant technology
6.3 Maintain/enhance relevant technology 
BASIC COMPETENCIES
CAN I…? YE NO
S
COMMON COMPETENCIES
CAN I…? YE NO
S
1. ROSTER STAFF
1.1 Develop and implement staff rosters 
1.2 Maintain staff records 
2. CONTROL AND ORDER STOCK
2.1 Maintain stock levels and records 
2.2 Process stock orders 
2.3 Minimize stock losses 
2.4 Follow-up orders 
2.5 Organize and administer stocks 
3. TRAIN SMALL GROUPS
3.1 Prepare for trainings 
3.2 Deliver training 
3.3 Provide opportunities for practices 
3.4 Review training 
4. ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS
4.1 Establish and conduct business relationships 
4.2 Conduct negotiations 
4.3 Make formal business agreements 
4.4 Foster and maintain business relationships 

CORE COMPETENCIES
CAN I…? YE NO
S
1. PLAN AND DEVELOP EVENT PROPOSAL OR BID
1.1 Interpret event brief 
1.2 Develop proposal and bid details 
1.3 Develop bid materials 
1.4 Submit or present the bid or proposal on time 
2. DEVELOP AN EVENT CONCEPT
2.1 Identify overall event objectives and scope 
CORE COMPETENCIES
CAN I…? YE NO
S
2.2 Establish event concept theme and format 
3. DEVELOP EVENT PROGRAM
3.1 Identify conference objectives 
3.2 Design event program 
3.3 Finalize program details 
4. SELECT EVENT VENUE AND SITE
4.1 Analyze venue or site requirements 
4.2 Source event venues or sites 
4.3 Confirm venue or site arrangements 
5. DEVELOP AND UPDATE EVENT INDUSTRY KNOWLEDGE
5.1 Source and apply information on the structure 
and operation of the event industry
5.2 Source and apply information on ethical and legal 
issues for the event industry
5.3 Source and apply information on event industry 
technology
5.4 Update event industry knowledge 
6. PROVIDE ON-SITE EVENT MANAGEMENT SERVICES
6.1 Prepare for on-site management 
6.2 Oversee meeting/event set- up 
6.3 Monitor meeting/event operation 
6.4 Oversee meeting/event breakdown 
7. MANAGE CONTRACTORS FOR INDOOR EVENTS
7.1 Identify event operational requirements 
7.2 Source contractors 
7.3 Monitor contractors 
8. DEVELOP AND UPDATE KNOWLEDGE ON PROTOCOL
8.1 Seek information on appropriate protocol 
8.2 Integrate appropriate protocol procedures into 
work activities
8.3 Update knowledge on protocol 
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.
Evidences/Proof of Current Competencies

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
Proof/Evidence Means of validating
competencies
Plan and develop
event proposal or
bid
Develop an event Certificate of achievement With Dry Seal
concept
Develop event Certificate of achievement With Dry Seal
program
Select event venue Certificate of achievement With Dry Seal
and site
Develop and Certificate of achievement With Dry Seal
update event
industry
knowledge
Provide on-site Certificate of achievement With Dry Seal
event
management
services
Manage Certificate of achievement With Dry Seal
contractors for
indoor events
Develop and Certificate of achievement With Dry Seal
update knowledge
on protocol
 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

Required Units of Current Training

Competency/Learning Competencies Gaps/Requirements
Outcomes based on CBC
1. PLAN AND DEVELOP EVENT PROPOSAL OR BID
Interpret event brief Interpret event brief
Develop proposal and bid Develop proposal
details and bid details
Develop bid materials Develop bid
materials
Submit or present the bid Submit or present
or proposal on time the bid or proposal
on time
2. DEVELOP AN EVENT CONCEPT
Identify overall event Identify overall event
objectives and scope objectives and scope
Establish event concept Establish event
theme and format concept theme and
format
3. DEVELOP EVENT PROGRAM
Identify conference Identify conference
objectives objectives

Design event program Design event

program
Finalize program details Finalize program
details
4. SELECT EVENT VENUE AND SITE
Analyze venue or site Analyze venue or site
requirements requirements
Source event venues or Source event venues
sites or sites
Confirm venue or site Confirm venue or
arrangements site arrangements
5. DEVELOP AND UPDATE EVENT KNOWLEDGE
Source and apply Source and apply
information on the information on the
structure and operation structure and
of the event industry operation of the
event industry
Source and apply Source and apply
information on ethical and information on
legal issues for the event ethical and legal
industry issues for the event
industry
Source and apply Source and apply
information on event information on event
industry technology industry technology
Establish event concept
Establish event
theme and format concept theme and
format
6. PROVIDE ON-SITE EVENT MANAGEMENT SERVICES
Prepare for on-site Prepare for on-site
management management
Oversee meeting/event Oversee
set- up meeting/event set-
up
Monitor meeting/event Monitor
operation meeting/event
operation
Oversee meeting/event Oversee
breakdown meeting/event
breakdown
7. MANAGE CONTRACTORS FOR INDOOR EVENTS
Identify event operational Identify event
requirements operational
requirements
Source contractors Source contractors
Monitor contractors Monitor contractors
8. DEVELOP AND UPDATE KNOWLEDGE ON PROTOCOL
Seek information on Seek information on
appropriate protocol appropriate protocol
Integrate appropriate Integrate appropriate
protocol procedures into protocol procedures
work activities into work activities
Update knowledge on Update knowledge
protocol on protocol
 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

Training Needs Module Title/Module of

Instruction
(Learning Outcomes)
Interpret event brief Planning and developing
Develop proposal and bid details event proposal or bidding
Develop bid materials
Submit or present the bid or proposal on
time
 SESSION PLAN
Sector : Tourism
Qualification Title : Event Management NCIII
Unit of Competency : Plan and develop event proposal or bid
Module Title : Planning and developing event proposal or bid
Nominal Duration :
Learning Outcomes:
LO 1 Interpret event brief
LO 2 Develop proposal and bid details
LO 3 Develop bid materials
LO 4 Submit or present the bid or proposal on time

A. INTRODUCTION
This unit covers the knowledge, skills, behavior and motivations required to plan and develop proposals and bids
for the staging of meetings and events. Depending on the context, this role could be performed by a wide range
of individuals including event managers, local or regional tourism managers, venue managers and marketing
managers.

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
B. LEARNING ACTIVITIES
LO 1: INTERPRET EVENT BRIEF
Learning Content Methods Presentation Practice Feedback Resources Time
Event brief Lecturette Trainer will discuss Self-Check Compare to
Computer,
Information 1.1-1 Answer key
Sample
Sheet1.1-1 about Checklist1.1
event brief,
“Overview of event -1. Printer, LCD 30
information.” projector mins
ppt.
presentation
CBLM
Video Trainer will Perform Task Evaluate Computer,
Presentation demonstrate Task Sheet 1.1-1 using Task Sample
Sheet1.1-1 Performance event brief
“Interpret Criteria video 1 hr
Information and checklist presentation
knowledge about 1.1-1 CBLM
the event.”
Liaison with Lecturette Trainer will discuss Self-Check Compare to Computer,
customer Information Trainee Answer key Ppt.
Sheet1.1-1-2 about Answer Self- Checklist1.1 presentation 30
“Customers need Check 1.1- -1.2 about mins
and expectation” 1.2 customers
expectation

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
 Role Playing Trainer will Perform Evaluate Computer,
instruct Task Task Sheet using Task Sample
Sheet1.1-2 about 1.1-2 Performance event brief
“Interact with Criteria Printer, LCD 1 hr
customer to clarify checklist projector
requirements.” key1.1-2 ppt.
presentation
CBLM
LO 2: DEVELOP PROPOSAL AND BID DETAILS

Event Concept Lecturette Trainer will give Answer Self- Compare to Computer, 30
and Details Information Check 1.2-1 Answer projector mins
Sheet1.2- 1 about key.1-2-1 ppt.
“Phases of an presentation
event concept.” CBLM
Demonstration Trainer will Perform Evaluate Computer, 1 hr
demonstrate Task Task 1.2-1 using projector
Sheet1.2-1 Performance ppt.
“Develop Concept Criteria presentation
and Details.” key1.2- 1 CBLM
Presentation Lecturette Trainer will give Answer Self- Compare to Computer, 30
Techniques Information Check 1-2-2 Answer projector mins
Sheet1.2-2 about key1-2-2 ppt.
“Introduction presentation
techniques for CBLM
proposal and bid
material.”
Date Developed: Document No. DWCC-EMS
June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
 Simulation Trainer will Perform Evaluate Computer, 1 hr
Perform Task Task 1.2-2 using projector
Sheet1.2-2 “Apply Performance ppt.
typical bid format Criteria presentation
and techniques .” key1.2-2 CBLM
Addressing the Lecturette Trainer will give Answer Self- Compare to Computer, 30
issue Information Check 1-2-3 Answer projector mins
Sheet1.2-3 about key1-2-3 ppt.
“Handle customer presentation
concern.” CBLM
Group Trainer will Perform Evaluate Computer, 45
Discussion perform Task Task 1.2-3 using projector mins
Sheet1.2-3 Performance ppt.
“Respond to Criteria presentation
customer key1.2-3 CBLM
promptly“

LO 3: DEVELOP BID MATERIAL

Develop Bid Lecturette Trainer will discuss Answer Self- Compare to Computer, 30
materials Information Check 1-3-1 Answer key projector mins
Sheet1.3-1 about 1-3-1 ppt.
“Bid materials.” presentation
CBLM

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
 Role Play Trainer will Perform Task Trainee Computer, 1hr
demonstrate Task Sheet Answer projector
Sheet 1.3-1 about Criteria 1.3-1 Self-Check ppt.
“Develop/format 1.3.1 presentation
bid materials.” CBLM

Format Bid Lecturette Trainer will discuss Answer Self- Compare to Computer, 30
materials Information Check 1.3-2 Answer key projector mins
Sheet1.3-2 about 1.3-2 ppt.
“proposal or bid presentation
option.” CBLM
Demonstration Trainer will give Perform Task Trainee Computer, 1hr
show Task Sheet Sheet Answer Self- projector
1.3.2 on “Create Criteria 1.3-2 Check 1-3-2 ppt.
presentation presentation
document.” CBLM
Promotional Group Trainer will Perform task Trainee Compare to 30
Techniques Discussion discuss sheet 1.3-3 Answer Self- Answer mins
Information Check 1.3-3 key1.3-3
Sheet1.3-3 hands
out/lecture about
“Marketing
Strategy”

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
 Demonstration Trainer will Perform Task Trainee Computer, 1 hr
demonstrate Task Sheet Answer projector
Sheet1.3.3 on Criteria 1.3-3 Self-Check ppt.
“Create 1.3.3 presentation
promotional bid CBLM
materials.”

LO4: SUBMIT OR PRESENT THE BID OR PROPOSAL ON TIME

Proposal Lecturette Trainer will Trainee Compare to Computer, 30

Delivery discuss Answer Self- Answer projector mins
Information Check 1.4-1 key1.4-1 ppt.
Sheet1.4-1 presentation
“deliver the CBLM
proposed bid.”
Video The trainer will Perform Task Evaluate 45
presentation demonstrate Sheet 1.4-1 using mins
Task Sheet 1.4-1 Performance
Criteria
Checklist 1-
4-1
Final Group Trainer will Trainee Compare to Computer, 90
proposal/bid Discussion discuss Answer Self- Answer projector mins
Information Check 1.4-2 key1.4-2 ppt.
Sheet1.4-2 presentation
“Final CBLM
Presentation of

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01
 the proposed
bid.”
Demonstration Trainer will Perform Job Evaluate Sample
instruct Job Sheet 1.4.1 using Job output of
Sheet1.4-1 Performance final
“Present Final Criteria proposal/
proposal” Checklist bid.
1.4.1
Computer,
projector
ppt.
presentation
CBLM
B. ASSESSMENT PLAN
Oral questioning or interview
Portfolio assessment
Demonstration

C. TEACHER’S SELF-REFLECTION OF THE SESSION

The trainees will know how to provide the final output about plan and develop event proposal or bid as
to standard regulation.

Date Developed: Document No. DWCC-EMS

June 4, 2019 Issued by:
Date Revised:
EVENTS MANAGEMENT
NCIII Developed by:
NTTA
NERISS L.
BENTER Revision # 01