TRAINER'S METHODOLOGY 1

PLANNING TRAINING SESSION

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 som
data that need your response.

Characteristics of learners
Language, literacy
and numeracy (LL&N)

Average grade in:

English
a.
95 and above
b.
90 to 94
c.
85 to 89
d.
80 to 84
a.
75 to 79

Average grade in:

Math
a.
95 and above
b.
90 to 94
c.
85 to 89
d.
80 to 84
e.
75 to 79

Cultural and language background

Ethnicity/culture:
a.
Ifugao
b.
Igorot
c.
Ibanag
d.
Gaddang
e.
Muslim
f.
Ibaloy
g.
Others( please specify)_____________
Education & general knowledge

Sex
Age
Physical ability

Highest Educational Attainment:

a.
High School Level
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
a.
Male
b.
Female
Your age: _____
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 experience with the topic

Previous learning experience

Training Level completed

Special courses

Learning styles

TM Certificates
a.
TQ certified
b.
TM graduate
c.
TM trainer
d.
TM lead trainer
Number of years as a competency trainer ______
List down trainings related to TM
___________________________
___________________________
___________________________
National Certificates acquired and NC level
___________________________
___________________________
Other courses related to TM
a.
Units in education
b.
Master's degree units in education
c.
Others(please specify) _________________________
a.
Visual - The visual learner takes mental pictures o
information given, so in order for this kind of learn
retain information, oral or written, presentations o
new information must contain diagrams and drawi
preferably in color. The visual learner can't concen
with a lot of activity around him and will focus bet
and learn faster in a quiet study environment.
b.

c.

d.
e.
f.
g.
Other needs

a.
b.
c.
d.

Kinesthetic - described as the students in the

classroom, who have problems sitting still and who
often bounce their legs while tapping their fingers
the desks. They are often referred to as hyperactiv
students with concentration issues.
Auditory- a learner who has the ability to rememb
speeches and lectures in detail but has a hard tim
with written text. Having to read long texts is poin
and will not be retained by the auditory learner un
it is read aloud.
Activist - Learns by having a go
Reflector - Learns most from activities where they
watch, listen and then review what has happened.
Theorist - Learns most when ideas are linked to
existing theories and concepts.
Pragmatist - Learns most from learning activities t
are directly relevant to their situation.
Financially challenged
Working student
Solo parent
Others(please specify) ___________________________

ovided for some

and above

llness if any)

____________
ntal pictures of
s kind of learner to
esentations of
ams and drawings,
r can't concentrate
will focus better
ironment.

nts in the
g still and who
g their fingers on
as hyperactive

ty to remember
has a hard time
g texts is pointless
ory learner unless

es where they can

has happened.
re linked to

ng activities that

______________

Can I?...

YES

Basic Competencies

1.Participate in workplace communication

1.1 Obtain and convey workplace information
1.2 Participate in workplace meetings and discussions
1.3 Complete relevant work related documents

2. Work in a team environment

2.1 Describe team role and scope
2.2 Identify own role and responsibility within team
2.3 Work as a team member

3. Practice career professionalism

3.1 Integrate personal objectives with organizational goals
3.2 Set and meet work priorities
3.3 Maintain professional growth and development

4. Practice occupational health and safety procedures

4.1 Identify hazards and risks
4.2 Evaluate hazards and risks
4.3 Control hazards and risks
4.4 Maintain OHS awareness

Common Competencies
1.Apply quality standards
1.1 Assess quality of received materials
1.2 Assess own work
1.3 Engage in quality improvement

2. Perform computer operations

2.1
2.2
2.3
2.4
2.5
2.6

Plan and prepare for task to be taken undertaken

Input data into computer
Access information using computer
Produce output/ data using computer system
Use basic functions of a www-browser to locate information
Maintain computer equipment and systems

3. Perform mensuration and calculation

3.1 Select measuring instruments
3.2 Carry out measurements and calculation
3.3 Maintain measuring instruments

4. Prepare and interpret technical drawing

4.1 Identify different kinds of technical drawings
4.2 Interpret technical drawing
4.3 Prepare/make changes to electrical/electronic schematics
4.4 Store technical drawings and equipment /instruments

and dra

5. Use hand tools

5.1 Plan and prepare for tasks to be undertaken
5.2 Prepare hand tools
5.3 Use appropriate hand tools and test equipment
5.4 Maintain hand tools

6. Terminate and connect electrical wiring and electronic circuits

6.1 Plan and prepare for termination/connection of electrical
wiring/electronics circuits

6.2 Terminate/connect electrical wiring/electronic circuits

6.3 Test termination/ connections of electrical wiring/electronics circuits

CORE COMPETENCIES
1. Journalize transactions
1.1 Journalizing transactions for single proprietorship

1.1.1

Prepare chart of accounts

1.1.2
1.1.3

Analyze documents
Prepare journal entry

Prepare ledger
Transfer journal entries
Summarize ledger

2. Post Transactions
2.1.1
2.1.2
2.1.3

3. Prepare Trial Balance

3.1.1
3.1.2

List account titles and transfer balances from the ledger

Summarize trial balance

4. Prepare Financial Reports

4.1.1
4.1.2

Prepare financial statements

Analyze financial statements

5. Review Internal Control System

5.1.1
5.1.2

Check policy compliance

Prepare policy compliance report

NO

PROFF

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cuits

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Current competencies

Proof/Evidence

Means of validating

Required Units of
Competency/Learning Outcomes
based on CBC

Current Competencies

1. Prepare trial balance

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

3.

4.

Current Competencies

Training Gaps/Requirements

1. Prepare trial balance

Training Gaps/Requirements

Training Needs
(Learning Outcomes)
PREPARE TRIAL BALANCE

Module Title/Module of Instruction

1. PREPARING TRIAL BALANCE
2.

3.
4.
5.

Sector
Qualification Title
Unit of Competency
Module Title
Nominal duration

Learning Outcomes:
A. INTRODUCTION
B. LEARNING ACTIVITIES
LO 1: List account titles and transfer balances from the ledger
Learning Content
List of account titles
Transfer of balances

LO 2: Summarize trial balance

Adding Debit & Credit Columns
Checking Totals of Debit & Credit Columns

C. ASSESSMENT PLAN
Written Test
Performance Test
D. TEACHERS SELF-REFLECTION OF THE SESSION

HEALTH, SOCIAL, AND OTHER COMMUNITY

DEVELOPMENT SERVICES SECTOR
PREPARE TRIAL BALANCE
PREPARING TRIAL BALANCE
16 hours

rom the ledger

Methods
GROUP DISCUSSION
INTERACTION
Lecture
Practical exercises

GROUP DISCUSSION
INTERACTION
Lecture
Practical exercises

Presentation

Practice

Feedback

Resources

Time