Data Gathering Instrument For Trainee and Self-Assessment Check of Advance and Beginner Trainees

Data Gathering Instrument for Trainee’s
Characteristics
Name of applicant: MAJA JURIA Date: October 12, 2020
Course: Bookkeeping NCIII
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 Average grade in: Average grade in:

and numeracy
(LL&N) 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
Cultural and Ethnicity/culture:

language a. Ifugao
background
b. Igorot
c. Ibanag
d. Gaddang
e. Muslim
f. Ibaloy
g. Others( please specify)Tagalog
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
Date Developed: Document No. BPPNCII -
TRAINERS NOVEMBER 2020 001
Date Revised: NOVEMBER Issued by:
METHODOLOGY I
2020 JBATC
“BOOKKEEPING NCIII” 1
Developed by:
JEREMY ORTEGA REVISION # OI
g. With units in Doctoral Level

h. Doctoral Graduate
Sex a. Male
b. Female
Age Your age: 26
Physical ability 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 TM Certificates
experience with a. TQ certified
the topic b. TM graduate
c. TM trainer
d. TM lead trainer
Number of years as a competency trainer ______
Previous learning List down trainings related to TM

experience
___________________________
___________________________
National Certificates acquired and NC level

Training Level
completed
___________________________
Special courses Other courses related to TM

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
METHODOLOGY I
2020 JBATC
Developed by:
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
c. Solo parent
d. Others(please specify)
___________________________

METHODOLOGY I
2020 JBATC
Developed by:
FORM 1.1 SELF-ASSESSMENT CHECK
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 team

2.1 Provide team leadership /
2.2 . Assign responsibilities /
2.3 Set performance expectations for team members /
3.Develop and practice negotiation skills

3.1 Plan negotiations /
3.2Participate 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/sto 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 /

METHODOLOGY I
2020 JBATC
Developed by:
Basic competencies
CAN I…? YES NO
6.3 Maintain/enhance relevant technology /
Trainee’s Signature___________________ Date:___________
Trainers’ Signature___________________ Date:___________

METHODOLOGY I
2020 JBATC
Developed by:
COMMON COMPETENCIES
CAN I…? YES NO
1.Apply quality standards

1.1 Assess quality of received materials /
1.2 Assess own work /
1.3Engage in quality improvement /
2.Perform computer operations

2.1 Plan and prepare for task to be taken undertaken /
2.2 Input data into computer /
2.3Access information using computer /
3.Maintain an effective relationship with clients and customers

3.1 Maintain a clean and hygienic environment /
3.2 Meet client/customer requirements /
3.3 Build credibility with customers/clients /
4.Manage own performance

4.1 Plan for completion of own workload /
4.2 Maintain quality of performance /

CORE COMPETENCIES
CAN I…? YES NO
1. Journalize Transactions
1.1 Prepare chart of accounts /

METHODOLOGY I
2020 JBATC
Developed by:
CORE COMPETENCIES
CAN I…? YES NO
1.2 Analyze documents /
1.3 Prepare journal entry /
2. Post Transaction
2.1 Prepare Ledger /
2.2 Transfer Journal Entries /
2.3 Summarize Ledger /
3. Prepare Trial Balance

3.1 List of Account Titles /
3.2 Transfer Balances from the Ledger /
3.3 Summarize Trial Balance /
4. Prepare Financial Reports

4.1 Prepare Financial Statement /
4.2 Analyze Financial Statement /
5. Review Internal Control System

5.1 Check Policy Compliance /
5.2 Prepare Policy Compliance Report /
FORM 1.2 Evidences/Proof of Current

Competencies

METHODOLOGY I
2020 JBATC
Developed by:
Current
Proof/Evidence Means of validating
competencies
Journalize Submit an Authenticated

Transaction copy of any of the following:
certificate of employee/
certificate of completion
Post Transaction Written Test / Certificate of Submit an Authenticated

employment/ Certificate of copy of any of the following:
completion certificate of employee/
Prepare Trial Written Test / Certificate of Submit an Authenticated

Balance employment/ Certificate of copy of any of the following:
Prepare Financial Written Test / Certificate of Submit an Authenticated

Reports employment/ Certificate of copy of any of the following:
Review Internal Written Test / Certificate of Submit an Authenticated

Control System employment/ Certificate of copy of any of the following:
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. Journalize Transaction

METHODOLOGY I
2020 JBATC
Developed by:
1.1 Prepare chart of 1.1 Prepare chart
accounts of accounts
1.2 Analyze 1.2 Analyze

documents documents
1.3 Prepare journal 1.3 Prepare

entry journal entry
2. Post Transaction
2.1 Prepare Ledger 2.1 Prepare
Ledger
2.2 Transfer Journal 2.2 Transfer

Entries Journal
Entries
2.3 Summarize Ledger 2.3 Summarize

Ledger

3.1 List of Account 3.1 List of
Titles Account Titles
3.2 Transfer Balances 3.2 Transfer

from the Ledger Balances from
the Ledger
3.3 Summarize Trial 3.3 Summarize

Balance Trial Balance

4.1 Prepare Financial 4.1 Prepare
Statement Financial
Statement
4.2 Analyze Financial 4.2 Analyze

Statement Financial
Statement
5.Review Internal Control System
5.1 Check Policy 5.1 Check

Compliance Policy
Compliance
5.2 Prepare Policy 5.2 Prepare

Compliance Report Policy
Compliance

METHODOLOGY I
2020 JBATC
Developed by:
Report
Form No. 1.4: Training Needs
Training Needs Module Title/Module of

Instruction
(Learning Outcomes)
1. Journalizing
Transactions
1.1 Prepare chart of accounts
1.2 Analyze documents
1.3 Prepare journal entry

METHODOLOGY I
2020 JBATC
Developed by:
Data Gathering Instrument for Trainee’s
Characteristics
Name of applicant: Anna Valerion Date: October 12, 2020
Course: Bookkeeping NCIII
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.

METHODOLOGY I
2020 JBATC
Developed by:
Language, literacy Average grade in: Average grade in:

and numeracy
(LL&N) English Math
e. 95 and above f. 95 and above

f. 90 to 94 g. 90 to 94
g. 85 to 89 h. 85 to 89
h. 80 to 84 i. 80 to 84
b. 75 to 79 j. 75 to 79
Cultural and Ethnicity/culture:

language h. Ifugao
background
i. Igorot
j. Ibanag
k. Gaddang
l. Muslim
m. Ibaloy
n. Others( please specify)Tagalog
Education & Highest Educational Attainment:

general i. High School Level
knowledge
j. High School Graduate
k. College Level
l. College Graduate
m. with units in Master’s degree
n. Masteral Graduate
o. With units in Doctoral Level
p. Doctoral Graduate
Sex c. Male
d. Female
Age Your age: 26
Physical ability 3. Disabilities(if any)_____________________

4. Existing Health Conditions (Existing illness if
any)
h. None
i. Asthma
j. Heart disease
k. Anemia

METHODOLOGY I
2020 JBATC
Developed by:
l. Hypertension
m. Diabetes
n. Others(please specify) ___________________
Previous TM Certificates
experience with e. TQ certified
the topic f. TM graduate
g. TM trainer
h. TM lead trainer
Number of years as a competency trainer ______
Previous learning List down trainings related to TM

experience
___________________________
___________________________
National Certificates acquired and NC level

Training Level
completed
___________________________
Special courses Other courses related to TM

d. Units in education
e. Master’s degree units in education
f. Others(please specify)
_________________________
Learning styles h. 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.
i. 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.
j. 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.
METHODOLOGY I
2020 JBATC
Developed by:
k. Activist - Learns by having a go

l. Reflector - Learns most from activities where
they can watch, listen and then review what
has happened.
m. Theorist - Learns most when ideas are linked to
existing theories and concepts.
n. Pragmatist - Learns most from learning
activities that are directly relevant to their
situation.
Other needs e. Financially challenged
f. Working student
g. Solo parent
h. Others(please specify)
___________________________

METHODOLOGY I
2020 JBATC
Developed by:
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 team

2.1 Provide team leadership /
2.2 . Assign responsibilities /
2.3 Set performance expectations for team members /
3.Develop and practice negotiation skills

3.1 Plan negotiations /
3.2Participate 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/sto 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

/
6.2 Study/select appropriate technology
6.2 Apply relevant technology /
Basic competencies
CAN I…? YES NO
6.3 Maintain/enhance relevant technology /

COMMON COMPETENCIES
CAN I…? YES NO
1.Apply quality standards

1.1 Assess quality of received materials /
1.2 Assess own work /
1.4Engage in quality improvement /
2.Perform computer operations

2.1 Plan and prepare for task to be taken undertaken /
2.2 Input data into computer /
4.3Access information using computer /
3.Maintain an effective relationship with clients and customers

3.1 Maintain a clean and hygienic environment /
3.2 Meet client/customer requirements /
4.Manage own performance

4.1 Plan for completion of own workload /
4.2 Maintain quality of performance /

CORE COMPETENCIES
CAN I…? YES NO
6. Journalize Transactions
1.1 Prepare chart of accounts /
CORE COMPETENCIES
CAN I…? YES NO
1.2 Analyze documents /
1.3 Prepare journal entry /
7. Post Transaction
2.1 Prepare Ledger /
2.2 Transfer Journal Entries /
2.3 Summarize Ledger /

3.1 List of Account Titles /
3.2 Transfer Balances from the Ledger /
3.3 Summarize Trial Balance /

4.1 Prepare Financial Statement /
4.2 Analyze Financial Statement /

5.1 Check Policy Compliance /
5.2 Prepare Policy Compliance Report /
FORM 1.2 Evidences/Proof of Current

Competencies
Current
Proof/Evidence Means of validating
competencies
Journalize Submit an Authenticated
Transaction copy of any of the following:
Post Transaction Submit an Authenticated

copy of any of the following:
Prepare Trial Submit an Authenticated

Balance copy of any of the following:
Prepare Financial Submit an Authenticated

Reports copy of any of the following:
Review Internal Submit an Authenticated

Control System copy of any of the following:
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. Journalize Transaction
1.1 Prepare chart of 1.1 Prepare chart
accounts of accounts
1.2 Analyze 1.2 Analyze

documents documents
1.3 Prepare journal 1.3 Prepare
entry journal entry
2. Post Transaction
2.1 Prepare Ledger 2.1 Prepare
Ledger
2.2 Transfer Journal 2.2 Transfer

Entries Journal
Entries
2.3 Summarize Ledger 2.3 Summarize

Ledger

3.1 List of Account 3.1 List of
Titles Account Titles
3.2 Transfer Balances 3.2 Transfer

from the Ledger Balances from the
Ledger
3.3 Summarize Trial 3.3 Summarize

Balance Trial Balance

4.1 Prepare Financial 4.1 Prepare
Statement Financial
Statement
4.2 Analyze Financial 4.2 Analyze

Statement Financial
Statement
5.1 Check Policy 5.1 Check Policy

Compliance Compliance
5.2 Prepare Policy 5.2 Prepare Policy

Compliance Report Compliance
Report
Form No. 1.4: Training Needs
Training Needs Module Title/Module of

Instruction
(Learning Outcomes)
1.1 Prepare chart of accounts 1. Journalizing Transactions
1.2 Analyze documents
1.3 Prepare journal entry
2.1 Prepare Ledger
2. Posting Transactions
2.2 Transfer Journal Entries
2.3 Summarize Ledger
3.1 List of Account Titles
3.2 Transfer Balances from the 3. Preparing Trial Balance

Ledger
3.3 Summarize Trial Balance

4.1 Prepare Financial Statement
4.2 Analyze Financial Statement 4. Preparing Financial Reports
5.1 Check Policy Compliance 5. Reviewing Internal Control

System
5.2 Prepare Policy Compliance
Report

Data Gathering Instrument For Trainee and Self-Assessment Check of Advance and Beginner Trainees

Uploaded by

Copyright:

Available Formats

Data Gathering Instrument For Trainee and Self-Assessment Check of Advance and Beginner Trainees

Uploaded by

Document Information

Original Description:

Original Title

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Data Gathering Instrument For Trainee and Self-Assessment Check of Advance and Beginner Trainees

Uploaded by

Copyright:

Available Formats

Data Gathering Instrument for Trainee’s

Course: Bookkeeping NCIII

Please answer the following instrument according to the characteristics

Language, literacy Average grade in: Average grade in:

a. 95 and above a. 95 and above

Cultural and Ethnicity/culture:

Education & Highest Educational Attainment:

g. With units in Doctoral Level

Physical ability 1. Disabilities(if any)_____________________

Previous learning List down trainings related to TM

National Certificates acquired and NC level

Special courses Other courses related to TM

Learning styles a. Visual - The visual learner takes mental

Date Developed: Document No. BPPNCII -

CAN I…? YES NO

1.Lead workplace communication

1.2 Lead workplace discussions /

1.3 Identify and communicate issues arising in the /

2.Lead small team

2.2 . Assign responsibilities /

2.3 Set performance expectations for team members /

3.Develop and practice negotiation skills

4.Solve problems related to work activities

4.2 Determine fundamental causes of the problem /

4.3 Determine corrective action /

4.4 Provide recommendation/sto manager /

5.Use mathematical concepts and techniques

5.2 Apply mathematical procedure/solution /

5.3 Analyze results /

6.Use relevant technologies

Date Developed: Document No. BPPNCII -

CAN I…? YES NO

6.3 Maintain/enhance relevant technology /

Trainee’s Signature___________________ Date:___________

Trainers’ Signature___________________ Date:___________

FORM 1.1 SELF-ASSESSMENT CHECK

Date Developed: Document No. BPPNCII -

CAN I…? YES NO

1.Apply quality standards

1.2 Assess own work /

1.3Engage in quality improvement /

2.Perform computer operations

2.2 Input data into computer /

2.3Access information using computer /

3.Maintain an effective relationship with clients and customers

3.2 Meet client/customer requirements /

3.3 Build credibility with customers/clients /

4.Manage own performance

4.2 Maintain quality of performance /

4.3 Build credibility with customers/clients /

Trainee’s Signature___________________ Date:___________

Trainers’ Signature___________________ Date:___________

FORM 1.1 SELF-ASSESSMENT CHECK

CAN I…? YES NO

Date Developed: Document No. BPPNCII -

CAN I…? YES NO

1.2 Analyze documents /

1.3 Prepare journal entry /

Trainee’s Signature_________ Date:_

Trainers’ Signature_________ Date:_

Trainee’s Signature_________ Date:_

Trainers’ Signature_________ Date:_

Trainee’s Signature_________ Date:_

Trainers’ Signature_________ Date:_