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…? YES NO
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 among members. 
2.3. Set performance expectation for team members 
2.4. Supervise team performance 
3. Develop and practice negotiation skills
3.1. Identify relevant information in planning

negotiations
3.2. Participate in negotiations 
3.3. Document areas for agreement 
4. Solve workplace problem related to work activities
4.1. Explain the analytical techniques 
4.2. Identify the problem. 
4.3. Determine the possible cause/s of the problem. 
5. Use mathematical concepts and techniques
5.1. Explain the analytical techniques 
5.2. Identify mathematical tools and techniques to

solve problem
5.3. Apply mathematical procedures/ solution 
5.4. Analyze results 
6. Use relevant technologies
6.1. Identify appropriate technology 
6.2. Apply relevant technology 
6.3. Maintain/ enhance relevant technology 

COMMON COMPETENCIES
CAN I…? YES NO
1. Maintain an effective relationship with clients/customers
COMMON COMPETENCIES
CAN I…? YES NO

1.1. Maintain a professional image 

1.2. Meet client/customer requirements. 
1.3. Build credibility with customers/clients 
2. Manage own performance
2.1 Identify tasks accurately 
2.2 Allocate priority to each task 
2.3 Allocate time lines to each task 
2.4 Meet and comply deadlines 
2.5 Know and comply with work schedules 
2.6 Develop work plans 
2.7 Monitor personal performance 
2.8 Get advice and guidance from management 
2.9 Apply guidance from management 
2.10 Clarify standard of work 
3. Apply quality standards
3.1 Assess clients needs 
3.2 Assess own work 
3.3 Engage in quality improvement 
4. Perform computer operations
4.1 Identify and explain the functions, general
features and capabilities of both hardware and 
software
4.2 Prepare and use appropriate hardware and

software according to task requirement
4.3 Use appropriate devices and procedures to 
transfer files/data
4.4 Produce accurate and complete data according 
to the requirements
CORE COMPETENCIES
CAN I…? YES NO
1. Journalize transactions
1.1 Prepare chart of accounts 
1.2 Analyze documents 
1.3 Prepare journal entry 
2. Post
transactions
2.1 Prepare ledger 
2.2 Transfer journal entries 
2.3 Summarize ledger 
3. Prepare trial
balance
3.1 List account titles 
3.2 Transfer balances from the ledger 
3.3 Summarize trial balance 
4. Prepare
financial reports
4.1 Prepare financial statements 
4.2 Analyze financial statements 
5. Review
internal control system
5.1 Check policy compliance 
5.2 Prepare policy compliance report 
 Evidences/Proof of Current Competencies

Form 1.2: Evidence of Current Competencies acquired related

to Job/Occupation

Means of
Current competencies Proof/Evidence
validating
BASIC COMPETENCIES
1. Lead workplace communication
Communicate information Submitted true
Certificate of
about workplace copy of COE by
Employment,
processes. calling up the
Certificate of
issuing company
1.2. Lead workplace training,
to verify
discussions. Orientation,
authenticity,
Presenting the
1.3. Identify and conduct meeting,
job
communicate issues present proposals,
description/job
arising in the workplace. orientation and
scope
conduct interview.
2. Lead small teams
2.1. Provide team
leadership.
2.2. Assign responsibilities Certificate of
Conduct general
among members. training, Print
meetings,
2.3. Set performance out of reports,
orientation,
expectation for team Direct
present proposals.
members observation
2.4. Supervise team
performance
3. Develop and practice negotiation skills
3.1. Identify relevant
information in planning Certificate of Conduct general
negotiations training, Print meetings, present
3.2. Participate in out of reports, proposals, and
negotiations Direct records of the
3.3. Document areas for observation meeting.
agreement
4. Solve workplace problem related to work activities
4.1. Explain the analytical Certificate of Conduct general
techniques training, Print meetings, written
 Means of
Current competencies Proof/Evidence
validating
BASIC COMPETENCIES
4.2. Identify the problem. out of reports, examination,
4.3. Determine the possible Direct practical/
cause/s of the problem. observation performance test
5. Use mathematical concepts and techniques
5.1. Explain the analytical
techniques
Certificate of Conduct general
5.2. Identify mathematical
training, Print meetings, written
tools and techniques to
out of reports, examination,
solve problem
Direct practical/
5.3. Apply mathematical
observation performance test
procedures/ solution
5.4. Analyze results
6. Use relevant technologies
6.1. Identify appropriate
Certificate of Conduct general
technology
training, Print meetings, written
6.2. Apply relevant
out of reports, examination,
technology
Direct practical/
6.3. Maintain/ enhance
observation performance test
relevant technology

Means of
Current competencies Proof/Evidence
validating
COMMON COMPETENCIES
1. Maintain an effective relationship with clients/customers
1.1. Maintain a
professional image Conduct
Certificate of
interview/assessm
1.2. Meet client/customer training,
ent and
requirements. Certificate of
demonstration,
completion
1.3. Build credibility with process manual.
customers/clients
2. Manage own performance

2.1 Identify tasks Certificate of Conduct

accurately training, interview/assessm
Certificate of ent and
2.2 Allocate priority to each
completion demonstration,
task
 Means of
Current competencies Proof/Evidence
validating
COMMON COMPETENCIES
2.3 Allocate time lines to process manual.
each task
2.4 Meet and comply
deadlines
2.5 Know and comply with
work schedules
2.6 Develop work plans
2.7 Monitor personal
performance
2.8 Get advice and
guidance from
management
2.9 Apply guidance from
management
2.10 Clarify standard of
work
3. Apply quality standards

3.1 Assess clients’ needs Conduct

Certificate of
interview/assessm
3.2 Assess own work training,
ent and
Certificate of
3.3 Engage in quality demonstration,
completion
improvement process manual.
4. Perform computer operations
4.1 Identify and explain the
functions, general
features and capabilities
of both hardware and
software
4.2 Prepare and use Conduct
Certificate of
appropriate hardware interview/assessm
training,
and software according ent and
Certificate of
to task requirement demonstration,
completion
4.3 Use appropriate devices process manual.
and procedures to
transfer files/data
4.4 Produce accurate and
complete data according
to the requirements
 Current Proof/Evi Means of
competencies dence validating
CORE COMPETENCIES
1. Journalize transactions
1.1 Prepare Submitted
chart of true copy
accounts of COE by
calling up
1.2 Analyze the issuing
documents company
Certificate to verify
of authenticit
Employm y, conduct
ent, assessmen
Certificate t, written
of examinatio
1.3 Prepare Training n, work
journal entry related
project,
demonstra
tion,
manual/bo
oks.
2. Post transactions
2.1 Prepare
ledger
2.2 Transfer
journal
entries
2.3
Summarize
ledger
3. Prepare trial balance
3.1 List account Certificate Submitted
titles of true copy
Employm of COE by
3.2 Transfer
ent, calling up
balances from
Certificate the issuing
the ledger
of company
3.3 Summarize Training to verify
trial balance authenticit
y, conduct
assessmen
 Current Proof/Evi Means of
competencies dence validating
CORE COMPETENCIES
t, written
examinatio
n, work
related
project,
demonstra
tion,
manual/bo
oks.
4. Prepare financial reports
Submitted
4.1 Prepare true copy
financial of COE by
statements calling up
the issuing
company
Certificate to verify
of authenticit
Employm y, conduct
ent, assessmen
4.2 Analyze Certificate t, written
financial of examinatio
statements Training n, work
related
project,
demonstra
tion,
manual/bo
oks.
5. Review internal control system
Certificate Submitted
5.1 Check policy of true copy
compliance Employm of COE by
ent, calling up
Certificate the issuing
5.2 Prepare of company
policy Training to verify
compliance authenticit
report y, conduct
assessmen
t, written
examinatio
n, work
 Current Proof/Evi Means of
competencies dence validating
CORE COMPETENCIES
related
project,
demonstra
tion,
manual/bo
oks.

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 Training

Current
Competency/Learning Gaps/Requiremen
Competencies
Outcomes based on CBC ts
Required Units of Competency/Learning Outcomes based on
CBC
6. Journalize transactions
1.1 Prepare chart of Prepare chart of
accounts accounts
1.2 Analyze documents Analyze
documents
1.3 Prepare journal Prepare journal
entry entry
7. Post
 Required Units of Training
Current
Competency/Learning Gaps/Requiremen
Competencies
Outcomes based on CBC ts
Required Units of Competency/Learning Outcomes based on
CBC
transactions
2.1 Prepare ledger Prepare ledger
2.2 Transfer journal Transfer journal
entries entries
2.3 Summarize ledger Summarize ledger
8. Prepare trial
balance
3.1 List account titles List account titles
3.2 Transfer balances Transfer balances
from the ledger from the ledger
3.3 Summarize trial Summarize trial
balance balance
9. Prepare
financial reports
4.1 Prepare financial Prepare financial
statements statements
4.2 Analyze financial Analyze financial
statements statements
10. Review
internal control system
5.1 Check policy Check policy
compliance compliance
5.2 Prepare policy Prepare policy
compliance report compliance report

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

(Learning Outcomes) of Instruction
Prepare ledger
Posting
Transfer journal entries
Transactions
Summarize ledger