Name :

Date :

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, 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
e. 75 to 79 e. 75 to 79

Cultural and Ethnicity/culture:

language a. Mangyan
background
b. Muslim
c. Batangueno
d. Tagalog
e. Bisaya
f. Bikolano
g. Ilokano
h. Others( please specify)_____________

Education & Highest Educational Attainment:

general a. High School Level
knowledge
b. High School Graduate
c. College Graduate
d. with units in Master’s degree
e. Mastered Graduate
f. With units in Doctoral Level
g. Doctoral Graduate
Sex a. Male
b. Female
Age Your age:

Physical ability 1. Disabilities(if any)_____________________

 Characteristics of learners
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 NC Certificates
experience with a. NC II Certified
the topic b. High School Graduate
c. ALS Graduate
Number of years as a competency trainer
___________

Previous learning List down trainings related to NC II

experience __________________________
__________________________

Training Level National Certificates acquired and NC level

completed __________________________
__________________________

Special courses Other courses related to EVENT MANAGEMENT

SERVICES NC III
a. Units in education
b. Master’s degree unit in education
c. Others (please specify)
_______________________

Learning style
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
 Characteristics of learners
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)
___________________________
Name :
Qualification :
Date :

FORM 1. 1 SELF-ASSESSMENT CHECKLIST

Instruction: This Self-Check Instrument will give 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 COMUNICATION
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 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.
COMMON COMPETENCIES

CAN I?...
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?...
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.
2.2. Establish event concept, theme and format.

3. DEVELOP EVENT PROGRAM

3.1. Identify conference objectives.
3.2. Design conference 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 of protocol.
Evidence / 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 Training certificate, Dry seal, date of validity

EVENT PROPOSAL OR Certificate Employment
BID
DEVELOP AN EVENT Training certificate, Dry seal, date of validity
CONCEPT Certificate Employment
DEVELOP EVENT NONE NONE
PROGRAM
SELECT EVENT VENUE Training certificate, Dry seal, date of validity
AND SITE Certificate Employment
DEVELOP AND UPDATE Training certificate, Dry seal, date of validity
EVENT INDUSTRY Certificate Employment
KNOWLEDGE
PROVIDE ON-SITE Training certificate, Dry seal, date of validity
EVENT MANAGEMENT Certificate Employment
SERVICES
MANAGE Training certificate, Dry seal, date of validity
CONTRACTORS FOR Certificate Employment
INDOOR EVENTS
DEVELOP AND UPDATE Training certificate, Dry seal, date of validity
KNOWLEDGE ON Certificate Employment
PROTOCOL
Identifying Training Gaps

From the accomplished Self-Assessment Check (Form 1.1) and the evidence
of current competencies (Form 1.2), the trainer will be avail to identify what the
training needs of the prospective trainee are.

Form 1.3 SUMMARY OF CURRENT COMPETENCIES VERSUS REQUIRED

COMPETENCIES

Required Units of
Competency/Learning Training
Current Competencies
Outcomes based on Gaps/Requirements
CBC

1. PLAN AND DEVELOP EVENT PROPOSAL OR BID

1.1Interpret event Interpreting event brief NONE
brief
1.2Develop proposal Developing proposal NONE
and bid details and bid details
1.3Develop bid Developing bid NONE
materials materials
1.4Submit or present Submitting or present NONE
the bid or the bid or proposal on
proposal on time time
2. DEVELOP AN EVENT CONCEPT
2.1Identify overall Identifying overall event NONE
event objectives objectives and scope
and scope
2.2 Establish event Establishing event NONE
concept, theme concept, theme and
and format format
3. DEVELOP AN EVENT PROGRAM
3.1Identify NONE Identifying conference
conference objectives
objectives
3.2 Design event NONE Designing event
program program
3.3 Finalize program NONE Finalizing program
details details
4. SELECT EVENT VENUE AND SITE
4.1Analyze venue or Analyzing venue or site NONE
site requirements requirements
4.2 Source event Sourcing event venues NONE
venues or sites or sites
4.3 Confirm venue or Confirming venue or NONE
site site arrangements
 arrangements
5. DEVELOP AND UPDATE EVENT INDUSTRY KNOWLEDGE
5.1Source and apply Sourcing and applying NONE
information on information on the
the structure and structure and operation
operation of the of the event industry
event industry
5.2 Source and Sourcing and applying NONE
apply information on ethical
information on and legal issues for the
ethical and legal event industry
issues for the
event industry
5.3 Source and Sourcing and applying NONE
apply information on event
information on industry technology
event industry
technology
5.4 Update event Updating event NONE
industry industry knowledge
knowledge
6. PROVIDE ON SITE EVENT MANAGEMENT SERVICE
6.1Prepare for on Preparing for on site NONE
site management management
6.2 Oversee Overseeing NONE
meeting/event meeting/event set up
set up
6.3 Monitor Monitoring NONE
meeting/event meeting/event
operation operation
6.4 Oversee Overseeing NONE
meeting/event meeting/event
breakdown breakdown
7. MANAGE CONTRACTORS FOR INDOOR EVENTS
7.1Identify event Identifying event NONE
operational operational
requirements requirements
7.2 Source Sourcing contractors NONE
contractors
7.3 Monitor Monitoring contractors NONE
contractors
8. DEVELOP AND UPDATE KNOWLEDGE ON PROTOCOL
8.1Seek information Seeking information on NONE
on appropriate appropriate protocol
protocol
8.2 Integrate Integrating appropriate NONE
appropriate protocol procedures
 protocol into work activities
procedures into
work activities
8.3 Update Updating knowledge on NONE
knowledge on protocol
protocol
Form No 1.4: Training Needs

Training Needs Module Title/

(Learning Outcome) Module Instruction

DEVELOP EVENT PROGRAM

Identify conference objectives Identifying conference objectives

Design event program Designing event program

Finalize program details Finalizing program details