Name: Pochollo Garay Date: July 08, 2021

Qualification: Bookkeeping

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 and LEARNING OUTCOMES
CAN I…? YES NO
1. Lead workplace communication
L.O.1. Communicate information about workplace processes /
L.O.2. Lead workplace discussions /
L.O.3. Identify and communicate issues arising in the /
workplace
2. Lead small team
L.O.1. Provide team leadership /
L.O.2. Assign Responsibilities /
L.O.3. Set Performance expectation for team members /
L.O.4. Supervised Team Performance /
3. Develop and practice negotiation skills
L.O.1. Plan negotiation /
L.O.2. Participate in negotiations /
4. Solve problems related to work activities

L.O.1. Identify the problem /

L.O.2. Determine Fundamental causes of the problem /
L.O.3. Determine corrective action /
L.O.4. Provide recommendation to manager /
5. Use mathematical concepts and techniques
L.O.1. Identify mathematical tools and techniques to solve /
problem
L.O.2. Apply mathematical procedure/solution /
L.O.3. Analyze results /
6. Use relevant technologies
L.O.1. Study/select appropriate technology /
 BASIC COMPETENCIES and LEARNING OUTCOMES
CAN I…? YES NO
L.O.2. Apply relevant technology /
L.O.3. Maintain/enhance relevant technology /
 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.
COMMON COMPETENCIES and LEARNING OUTCOMES
CAN I…? YES NO
1. APPLY QUALITY STANDARDS
L.O.1. Assess quality of received materials /
L.O.2. Assess own work /
L.O.3. Engage in quality improvement /
2. PERFORM COMPUTER OPERATIONS
L.O.1. Plan and prepare for task to be taken undertaken /
L.O.2. Input data into computer /
L.O.3. Access information using computer /
L.O.4. Produce output/ data using computer system /
L.O.5. Use basic functions of a www-browser to locate /
information
L.O.6. Maintain computer equipment and systems /
3. MAINTAIN AN EFFECTIVE RELATIONSHIP WITH
CLIENT/CUSTOMERS
L.O.1. Maintain a clean and hygienic environment /
L.O.2. Meet client/customer requirements /
L.O.3. Build credibility with customers/clients /
4. MANAGE OWN PERFORMANCE
L.O.1. Plan for completion of own workload /
L.O.2. Maintain quality of performance /
L.O.3. Build credibility with customers/clients /
 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 and LEARNING OUTCOMES
CAN I…? YES NO
1. JOURNALIZE TRANSACTIONS
L.O.1. Prepare chart of accounts /
L.O.2. Analyze documents /
L.O.3. Prepared journal entry /
2. POST TRANSACTIONS
L.O.1. Prepare ledger /
L.O.2. Transfer journal entries /
L.O.3. Summarize ledger /
3. PREPARE TRIAL BALANCE
L.O.1. List account titles /
L.O.2. Transfer balances from the ledger /
L.O.3. Summarize trial balance /
4. PREPARE FINANCIAL REPORTS
L.O.1. Prepare financial statements /
L.O.2. Analyze financial statements /
5. REVIEW INTERNAL CONTROL
SYSTEM L.O.1. Check policy compliance /
L.O.2. Prepare policy compliance report /
Name: Pochollo Garay Date: July 08, 2021
Qualification: Bookkeeping

Evidence/Proof of Current Competencies

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
competencies Proof/Evidence Means of validating
(BASIC)
Lead workplace COE indicating position of Original signed and
communication Team Leader sealed COE from
company
Lead small team COE indicating position of Original signed and
Team Leader sealed COE from
company
Develop and Tentative summary of Original signed and
practice grades with course sealed grading sheet from
negotiation skills description university
Solve problems COE indicating position of Original signed and
related to work Team Leader sealed COE from
activities company
Use Tentative summary of Original signed and
mathematical grades with course sealed grading sheet from
concepts and description university
techniques
Use relevant Tentative summary of Original signed and
technologies. grades with course sealed grading sheet from
description university
 Evidence/Proof of Current Competencies

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
competencies Proof/Evidence Means of validating
(COMMON)
APPLY QUALITY Certificate passing from Original signed and
STANDARDS audit in Standard Certified by the
operating procedure company.
issued by the company
PERFORM Tentative summary of Original signed and
COMPUTER grades with course sealed grading sheet
OPERATIONS description from university

MAINTAIN AN List of duties and Original signed and

EFFECTIVE responsibilities issued Certified by the
RELATIONSHIP WITH by the company. company.
CLIENT/CUSTOMERS Certificate of health Certificate ID with
and occupation permit number valid until
issued by City 2022
Government.
Certificate of customer Original signed and
satisfaction issued by Certified by the
the company. company.

MANAGE OWN Certificate of best Original signed and

PERFORMANCE performer issued by the Certified by the
company. company.
Certificate of customer Original signed and
satisfaction issued by Certified by the
the company. company.
 Evidence/Proof of Core Competencies

Form 1.2: Evidence of Current Competencies acquired related to

Job/Occupation

Current
competencies Proof/Evidence Means of validating
(COMMON)
JOURNALIZE Tentative summary of Original signed and
TRANSACTIONS grades with course sealed grading sheet
description from university
POST Tentative summary of Original signed and
TRANSACTIONS grades with course sealed grading sheet
description from university
 Name: Pochollo Garay Date: July 08, 2021
Qualification: Bookkeeping

Identifying Training Gaps

Form 1.3 Summary of Current Competencies Versus Required

Competencies
BASIC COMPETENCIES
Required Units of Current Competencies Training
Competency/Learni Gaps/Requirements
ng Outcomes based
on CBC
7. Lead workplace communication
L.O.1. Communicate
information about
workplace processes
L.O.2. Lead workplace
discussions
L.O.3. Identify and
communicate issues
arising in the workplace
8. Lead small team
L.O.1. Provide team leadership
L.O.2. Assign Responsibilities
L.O.3. Set Performance
expectation for team
members
L.O.4. Supervised Team
Performance
9. Develop and practice negotiation skills
L.O.1. Plan negotiation
L.O.2. Participate in
negotiations
10. Solve problems related to work activities
L.O.1. Identify the problem
L.O.2. Determine
Fundamental causes of
the problem
L.O.3. Determine corrective
action
L.O.4. Provide
recommendation to
manager
11. Use mathematical concepts and techniques
L.O.1. Identify mathematical
tools and techniques to
solve problem
L.O.2. Apply mathematical
procedure/solution
L.O.3 Analyze results
12. Use relevant technologies
L.O.1. Study/select
appropriate technology
L.O.2. Apply relevant
technology
L.O.3. Maintain/enhance
relevant technology
 Identifying Training Gaps

Form 1.3 Summary of Current Competencies Versus Required

Competencies
COMMON COMPETENCIES
Required Units of Current Competencies Training Gaps/
Competency/Learning Requirements
Outcomes based on
CBC
5. APPLY QUALITY STANDARDS
L.O.1. Assess quality of
received materials
L.O.2. Assess own work
L.O.3. Engage in quality
improvement
6. PERFORM COMPUTER OPERATIONS
L.O.1. Plan and prepare for
task to be taken
undertaken
L.O.2. Input data into
computer
L.O.3. Access information
using computer
L.O.4. Produce output/ data
using computer system
L.O.5. Use basic functions of a
www-browser to locate
information
L.O.6. Maintain computer
equipment and systems
7. MAINTAIN AN EFFECTIVE RELATIONSHIP WITH
CLIENT/CUSTOMERS
L.O.1. Maintain a clean and
hygienic environment
L.O.2. Meet client/customer
requirements
L.O.3. Build credibility with
customers/clients
8. MANAGE OWN PERFORMANCE
L.O.1. Plan for completion of
own workload
L.O.2. Maintain quality of
performance
L.O.3. Build credibility with
customers/clients
 Identifying Training Gaps

Form 1.3 Summary of Current Competencies Versus Required

Competencies
CORE COMPETENCIES
Required Units of Current Competencies Training Gaps/
Competency/Learning Requirements
Outcomes based on
CBC
6. JOURNALIZE TRANSACTIONS
L.O.1. Prepare chart of accounts
L.O.2. Analyze documents
L.O.3. Prepared journal entry
7. POST TRANSACTIONS
L.O.1. Prepare ledger
L.O.2. Transfer journal entries
L.O.3. Summarize ledger
8. PREPARE TRIAL BALANCE
L.O.1. List account titles
L.O.2. Transfer balances
from the ledger
L.O.3. Summarize trial
balance
9. PREPARE FINANCIAL REPORTS
L.O.1. Prepare financial
statements
L.O.2. Analyze financial
statements
10. REVIEW INTERNAL CONTROL SYSTEM
L.O.1. Check policy
compliance
L.O.2. Prepare policy
compliance report
Name: Pochollo Garay
Qualification: Bookkeeping Date: June 08, 2021

Training Needs

Training Needs Module Title/Module of

Instruction
(Basic/Common/Core
Competencies/Learning Outcomes)
List account titles 1. Preparing trial balance
Transfer balances from the ledger
Summarize trial balance
Prepare financial statements 2. Preparing financial reports
Analyze financial statements
Check policy compliance 3. Reviewing internal control
systems
Prepare policy compliance report