L D Templates and Tools 1

Republic of the Philippines
Department of Education
REGION V
SCHOOLS DIVISION OF MASBATE PROVINCE
Annex 1
Learning and Development Needs Report

School: CONCEPCION ELEMENTARY SCHOOL
District: AROROY EAST
School Head: ROGER C. CABARLES III
L and D Coordinator: EZEIN M. RAPSING
No. of Proficient Teachers: 0
No. of Highly Proficient Teachers: 0
No. of Non-Teaching Personnel: 1
Directions: Please indicate all the development needs identified by all the personnel
based on the IPCRF-Development Plans and/or school SAT summary. Then rate each
of them based on seriousness, urgency, and growth. Be guided with the following:
Seriousness Urgency Growth

(How significant are the (If performance or competency
(How much time does the agency
outcomes in this area?) is not developed, will the
Rating have to improve performance and
situation over time improve?
competency in this area before any
Remain the same? Or
substantial damage occurs?)
worsen?)
3 Very Serious Very Urgent Great extent
2 Serious Urgent Moderate extent
1 Less Serious Less Urgent Low extent
PPST Indicators/Core Behavioral Serious-

Urgency Growth Total
Competencies/Special Topics per ness Rank
(1-3) (1-3) Rating
DepEd Memo No. 50, s. 2020 (1-3)
Note: The top-ranking L & D needs shall be the identified and prioritized learning and
development needs to be included in the L & D Plan. This L & D needs report shall be
attached to the L & D Plan to be approved by the Schools Division Superintendent after the
quality assurance of the SGOD-HRDS.
Schools Division of Masbate

Rodeo Road, City of Masbate
email address: [email protected]
Landline No. : 056 – 333-4372
REGION V
Annex 2
LEARNING AND DEVELOPMENT PLAN
Learning and Workplace Content Methodologies Program Source of Target Target Monitoring and
Development Objective Managemen Fund Time Participant Evaluation Plan
Needs t Team s
(LDN)
Prepared: Noted: Recommending Approval:
_______________________ ___________________________ __________________________________________

L and D Coordinator School Head Public Schools District Supervisor
Approved:
NENE ROSAL-MERIOLES, CESO V

Schools Division Superintendent

Landline No. : 056 – 333-4372
REGION V
Annex 3
Guide on Preparing the Learning and Development Plan
I. Learning and Development Needs

 These are indicators from the Philippine Professional Standards for
Teachers (PPST) or indicators stated in the DepEd Memorandum 50, s.
2020 which are found to be the development needs of the teachers based
on the needs analysis report.
 These shall be prioritized based on seriousness, urgency, and growth
potential.
II. Workplace Objective (WO)

 This shall be lifted from the School Improvement Plan (SIP) which can be
directly/indirectly achieved through addressing the development need
identified.
III. Content
 This is a specific topic to be undertaken during the intervention/learning
methodology.
 It should have one specific row for each methodology.
IV. Methodology
 This is an intervention to address the needs or to facilitate, encourage and
deliver learning. Examples: Observation/demonstration and practice;
Delegation; Coaching; Mentoring; Reading; eLearning; Continuing
education; Cross functional teams; networking; LAC; INSET; Seminars.
 Allot one specific row for each methodology.
 One development need may have many interventions.
V. Program Management Team

This is the team in-charge of the intervention or activity.
VI. Source of Fund

It could be the MOOE or the school may seek assistance by sourcing local
and foreign funding institutions that support human resource development
initiatives
VII. Target Time

This is the schedule of implementation of an intervention/coverage of the
content based on urgency.

Landline No. : 056 – 333-4372
REGION V
VIII. Target Participants

The number of participants who will undergo the intervention
(methodologies).
IX. Monitoring and Evaluation Plan

 The reasons why evaluation is needed to determine the effectiveness of the
program to the learner; to facilitate the transfer of learning in the
workplace; and to rationalize the importance of the activity to the
organization.
 Specify the level/s of evaluation appropriate to each intervention and the
methods to be used.
 Use Donald Kirkpatrick’s Four Levels of Evaluation as follows:
1. Reaction Evaluation – to determine participant’s satisfaction with

the learning environment. (e.g. Session Evaluation Form; Formative
Assessment)
2. Learning Evaluation - to determine the percentage of the learning
content acquired by the participants and if such sufficiently
determines that the learning objectives were achieved (e.g. Pre-test,
Posttest)
3. Application Evaluation – to determine if learnings and the
acquired competencies are properly applied in the workplace and
has improved the participant’s performance on the job. (e.g.
Practice of the teachers/personnel)
4. Impact Evaluation – to determine how applied learnings created
impact on the participants’ organizational performance and if the
desired organization and business results are being achieved. (e.g.
key performance indicator)

Landline No. : 056 – 333-4372
REGION V
Annex 4.a
(Cover Letter sample)
NENE R. MERIOLES, CESO V

Schools Division of Masbate Province
Rodeo Road, Masbate City
Madam:
I have the honor to submit a training/activity proposal/completion report

entitled “Title of the Training or Activity” for your perusal and approval. The
participants of the training/activity will be specify the participants (grade level
handled by teachers of name of school or district and address for School Year _____.
Attached are the proposal and data gathering instrument used.
Prepared by:
Noted by:
____________________
L and D Coordinator ________________________
School Head
Reviewed by:
______________________
SEPS, SGOD-HRDS
Validated by:
MA. DOROTHY L. DANIEL MARK ANTHONY H. RUPA

Chief Education Supervisor, CID Chief Education Supervisor,
SGOD
Recommending Approval:
____________________________
OIC-Assistant Schools Division Superintendent
Approved:


Landline No. : 056 – 333-4372
REGION V
Annex 4.b
FORMAT OF THE TRAINING/ACTIVITY PROPOSAL
I. Training/Activity Title
II. Background (description/discussion of the conditions that justify the need for
training supported with qualitative and quantitative data)
III. Objectives
IV. Strategies
Learning and Expected Output Remarks Expected Date

Development (Use the QAME of Conduct
Forms/Tools)
Processes
Pre-implementation
Program Implementation/Delivery
Post-implementation
V. Target Participants
VI. Training Matrix/Program of Activity
VII. Fund Source (include partners/donors)
VIII. Budget Proposal

Landline No. : 056 – 333-4372
REGION V
Annex 4.c
BUDGET TEMPLATE
Activity: _______________________ Level: Division

Venue: ________________________ District
Date: __________________________ School
Required Cost Total

ITEM OF EXPENDITURE Number (per Number Total
(e.g. pax/unit/hr) pax/unit/hr) of Days
Travel Expenses
Accommodation and Food
Training/Activity Materials
Equipment Rental
Tarpaulin
Reproduction Cost
Contingency Fund
Others
Prepared:
_________________________
Proponent
________________________
School Head
Recommending Approval:
___________________________________
OIC-Assistant Schools Division Superintendent
Approved:


Landline No. : 056 – 333-4372
REGION V
Annex 5
SESSION LEARNING EPISODES

DAY ___ | TOPIC ___
TITLE OF SESSION
Duration
Session Objectives
Contribution to Workshop
Outcomes
Key Understanding
Link with the Previous

Session
Link with the Next Session
References

Landline No. : 056 – 333-4372
REGION V
TIME KEY MESSAGES METHOD

SLIDE SESSION OUTPUTS MATERIALS
ALLOTMENT Say Do

Landline No. : 056 – 333-4372
REGION V
Annex 6.a
TRAINING PROGRAM DESIGN EVALUATION
Title of the Training Program: Duration:

Target Participants: Number of Participants:
Proponent: Evaluator & Date:
Directions: Rate the Training Design along the following standards by ticking/checking the
column that corresponds to your rating with 4 as the highest rating. Also, write your
comments and suggestions below to further improve the Session Guide. Thank you
Standard 1 2 3 4
1. The training program is aligned to agency’s strategic direction and
priorities (IPPD,SPPD,MPPD,RPMS)
2. The training program is based on competency-based needs
assessment (e..g. PPST, PPSSH, PPSS, RPMS)
3. The training design builds on quality design concepts and follows
acceptable/standard format and/or template.
4. Identification of participants promotes inclusiveness and equity
5. Rationale, objectives, competencies being addressed are aligned
and relevant to DepEd goals and objectives
6. Topics cover all competencies to be developed
7. Content sequence is logical
8. The resource package/s (session guide, presentation materials,
manuals, etc) is/are complete, comprehensive and consistent
9. Schedule of activities is appropriately sequenced and timed
10. Expected outputs are clear and may be accomplished within
reasonable time
11. Support materials and equipment identified adequately support
the program
12. The training design shows how the participants can apply the
KSAs learned from the program
13. Training methodologies employ adult learning principles
14. The training program is ICT – supported
Comments and Suggestions to improve the Program/Training Design:

___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________
___________________________________________________________________________________

Landline No. : 056 – 333-4372
REGION V
Annex 6.b
SESSION GUIDE EVALUATION
Title of Session Guide: Evaluator & Date:

Subject Area: Target User:
Directions: Rate the Session Guide along the following standards by ticking/checking the
column that corresponds to your rating to your rating with 4 as the highest rating. Also,
write your comments suggestions below to further improve the Session Guide. Thank you.
COMPONENTS AND STANDARDS 1 2 3 4

DESIGN
1. The Session Guide design is based on contemporary/standard
principles*
2. The SG contains the important elements of objectives, duration of
session, resource materials needed, activities, etc.
CONTENT
3. Content is relevant to the objectives and competencies that the
session aims to develop
4. Information is up-to-date and accurate
5. Terminologies and expression are within the learning area
domain
6. Graphs, illustrations, pictures, if any are accurate, relevant to
and supports the content presented
PROCESS
7. Process adopts adult methodology such as 4As, Experiential
Learning Cycle, etc. and is learner-focused
8. Activities are aligned to objectives and doable within the time
bound
9. Expected outputs are doable within the time allotment
LANGUAGE
10. Sentences and paragraphs are grammatically correct
11. Ideas are clearly expressed (simple words, expressions, simple
and easy-to-follow structure)
12. Language avoids bias along the line of gender, religion, culture,
etc.
TECHNICAL REQUIREMENTS
13. General layout/format is visually pleasing
14. Choice of font (type style) and font size are adopted to the
requirements of the user
*andragogy, constructivist, understanding by design, etc.
COMMENTS AND SUGGESTIONS:
__________________________________________________________________________________________
__________________________________________________________________________________________

Landline No. : 056 – 333-4372
REGION V
__________________________________________________________________________________________
__________________________________________________________________________________________
Annex 6.c
PROGRAM PRE-IMPLEMENTATION EVALUATION
Name of Service Provider: School:

Area/s Covered: Evaluator & Date:
Direction: Rate to what extent the following standards have been met by the learning
service provider (LSP) by checking the column corresponding to your response with 4 as
the highest rating.
STANDARDS 1 2 3 4
A. Training Program Management
1. Program Management
 Management structure with TOR is clear
 Orientation for the staff detailing who will do what, when, and
of what quality was done effectively.
 Inventory of training materials to check adequacy and
appropriateness was properly done
 Inventory of support materials and equipment to check
availability, service ability and adequacy was properly done.
 Logistical arrangements and responsiveness to needs of the
program was ensured
2. Trainers
 Have professional experience
 Possess expertise in the training program content area
 Have attended the TOT
 Are physically fit
 Have strong personal/interpersonal qualities
 Have very good communication and analytical skills
 Are ICT literate
3. Documentation Staff
 Have very good written communication skills
 Are ICT literate
 Have good personal/interpersonal skills
 Have positive attribute toward work
B. Program Operations (Attach Proposal and Description of Each with Pictures if
possible)
1. Participation and Class Organization
 Participation is based on set criteria
 Participation maximizes representation from target group
 Process of registration is clear
 Standard procedure for substitution present

Landline No. : 056 – 333-4372
REGION V
 Standard number of participants is observed in the

organization of sessions and classes
2. Venue
 Venue has adequate illumination
 Venue has adequate ventilation/cooling system
 Venue is clean and hygienic
 Venue has enough number of comfort rooms for participants
 Venue can accommodate the participants comfortably
 Venue has enough facilities and space for needed activities
such as workshop.
3. Accommodation
 Accommodation can take in all participants
 Participants are comfortably accommodated
 Accommodation has clean, hygienic and adequate number of
comfort rooms
 Accommodation is close to the venue of the training
 Accommodation is secure and safe
 Accommodation has provisions for emergencies (medical,
earthquake, fire)
4. Food
 Proposed menu offers generally healthy food and with variety
 Proposed menu considers diet restrictions/requirements
5. Training Materials
 Training materials follow standard guidelines: readability,
quality of paper, etc.
 Training materials are adequate for all the participants and are
ready for the training
6. Support Materials and Equipment Inventory has been
conducted
 Inventory of support materials and equipment has been
conducted
 Provision for emergencies (medical, etc) is provided

________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________
________________________________________________________________________________

Landline No. : 056 – 333-4372
REGION V
Annex 6.d
SESSION EVALUATION
(To be administered every after a session)
Session Topic: Date:

Session Facilitator: Evaluator:
Direction: Rate the session and the facilitator using the rating scale. Put a
check/tick under the column of the response.
SESSION Strongl Strongly

Agree Disagree
In this session... y Agree Disagree
1. The topic was relevant to our area of work
2. The session was well planned
3. The objectives of the session were well-
planned
4. The time allotment for the topic was
adequate
5. The activities were appropriate for adult
learners
6. Time to start and to end was observed
7. The learning materials were adequate and
relevant
8. The support materials were adequate
9. The participants were engaged in activities
10. The participants were able to demonstrate
their learning
FACILITATOR
The facilitator...
1. Exhibited full grasp of the topic
2. Was sensitive to the participants’ mood
3. Asked stimulating questions
4. Processed questions and responses to
deepen learning
5. Maintained positive learning environment
6. Expressed ideas clearly
7. Used appropriate training aids
8. Observed appropriate attire
9. Was able to firm up attainment of objectives
of the session

Landline No. : 056 – 333-4372
REGION V
Annex 6.e
ON-SITE MONITORING AND EVALUATION
BASIC INFORMATION
REGION
DIVISION
LEARNING SERVICE PROVIDER
ACTIVITY/EVENT MONITORED
ADDRESS
INCLUSIVE DATES
DATE MONIITORED
No. of Trainers’ and No. of Participants

Subject Participants Trainers
Activities Strongly
Agree Disagree
Strongly
Agree Disagree
A. Conduct of Program Delivery (Daily Monitoring)
1. Operational Concerns
 Activities start and end according to
schedule
 Attendance is systematically monitored
 Modification in activities and schedule are
consulted with the participants and are given
ahead of time.
 Provision of the following consistently follows
agreed standards
- Food
- Training Venue
- Accommodation
 Training Materials are adequate
 Support materials and equipment are
available and serviceable

Landline No. : 056 – 333-4372
REGION V
 Issues and possible issues of action are

identified in the briefing and debriefing
sessions
 Ground rules were clear and compliance was
monitored
2. Sessions and Trainers
 Trainers and sessions are evaluated using
standard tools
 Participants were given rapid competency
assessment before the session/s, if
applicable
 Accomplished tools are collected from
participants immediately
 Responses are processed immediately
 Feedback is given as may be needed
B. Post Program Activities (At the end of the program)
1. Certification of Participants
 Certification is conferred upon completion of
the program and upon satisfaction of
requirements
 Certification is issued at the end of the
program
2. Program Evaluation
 Program evaluation is administered
immediately after the last session
 Results of the evaluation is used and
incorporated in the end of the Program
Report
 The participants were given assessement as
regards their learning (Rapid Competency
Assessment)
CRITICAL INCIDENTS: If you have encountered any remarkable event/situation (either

positive or negative) that needs to be detailed here, please accomplish the STAR form. You
may need extra sheets to accomplish this.
Situation/Task- Describe the specific situation and/or task that needed to be

accomplished
Action – Describe how the person/s or the team responded to the situation or acted on the
task at hand.
Result – Describe the effect of the action or lack of action

__________________________________________________________________________________
__________________________________________________________________________________
__________________________________________________________________________________

Landline No. : 056 – 333-4372
REGION V
__________________________________________________________________________________
Monitoring Peron: __________________________

Date: __________________________
Annex 6.f Program Evaluation
PROGRAM EVALUATION
Respondent Type: _____ Trainee ______ Trainer _____ Program Manager

Name (Optional) ___________________________________ Sex __________
Program Title: _________________________________________ Date: _______________________
Direction: Please assess the effectiveness of the training program according to the
indicators below. Put a tick/check under the appropriate column.
After the conduct of the training program, Strongly Strongly

Agree Disagree
I believe that... Agree Disagree
A. Program management
1. The training program was delivered as
planned
2. The training program was managed
efficiently
3. The training Program was well-
structured
B. Attainment of Objectives
4. The program objectives were clearly
presented
5. The program and session objectives
were attained
C. Delivery of Content
6. Program content was appropriate to
trainees’ roles and responsibilities
7. Content delivered was based on
authoritative and reliable sources
8. The session activities were effective in
generating learning

Landline No. : 056 – 333-4372
REGION V
9. Adult learning methodologies were

used effectively
10. Management of learning was effectively
structured
11. Contribution of all trainees were
encouraged
12. Trainees demonstrated a clear
understanding of the content delivered
D. Provision of Support Materials
13. The support materials provided were
appropriate to the trainees’ needs
14. Support materials provided were
adequate and were given on time
E. Program Management Team
15. Program Management Team members
were courteous
16. Program Management Team was
efficient
17. Program Management Team was
responsive to the needs of trainees
F. Venue and Accommodation
18. The venue was well lighted
19. The venue was well –ventilated
20. The venue was comfortable with
sufficient space for program activities
21. The venue had sanitary and hygienic
conditions with adequate comfort
rooms
22. Meals were nutritious and sufficient in
quantity and quality
23. Meals were generally well-prepared
and tasty
24. The accommodation was comfortable
with sanitary and hygienic conditions
Please provide your honest response to each of the following questions:
1. What do you consider your most significant learning from the program?
2. Briefly describe what you have learned and how it will help you with your work?
3. What changes would you suggest to improve similar programs in the future?

Landline No. : 056 – 333-4372
REGION V
Source: NEAP – Central Office
Annex 6.g
WORKPLACE APPLICATION OF LEARNING EVALUATION
Title of Training:
Inclusive Dates:
Venue:
Implemented/Delivered/Managed by:
Evaluator:
ACTION PLAN AND JOB-EMBEDDED LEARNING EVALUATION
Please rate the training participant along the following items:
Strongly Strongly
ITEM Agree Disagree
Agree Disagree
ACTION PLAN MANAGEMENT
1. Action Plan responds to the
need of the school organization
2. Action Plan shows learning
from the training attended.
3. Action Plan was implemented
efficiently
4. Action Plan has satisfactorily
achieved its objectives.

Landline No. : 056 – 333-4372
REGION V
Annex 7
ACCOMPLISHMENT REPORT
A. Program Name Rediscovering Oneself: Orientation of Exemplary

Leadership and School Governance (ELSG) Academy:
Training Course for School Heads Batch 2
B. Beneficiaries School Heads who qualified as an Apprentice
C. Actual No. of 40
Beneficiaries
D. Implementation Date/s May 23-24, 2022
E. Program Coverage Division
F. Program Objectives  Prepare the ELSG Academy apprentices for the

demands of work and other life’s requirements; and
 Foster balance among personal, work, family, and
social aspects of life.
G. Program Cost Php 150, 000.00
H. Program Duration 2 days
I. Program Components Pre-implementation-procurement activities

Implementation-actual conduct of the Rediscovering
Post-implementation-Completion and Evaluation and

Landline No. : 056 – 333-4372
REGION V
Agreements
a. Program Description
The ELSG Academy: Training Course for School Head is a
National Educator’s Academy of the Philippines (NEAP)
recognized learning and development program anchored on
the Six-point Leadership Agenda capsulized as
SHIELDplus specifically in Seal of Exemplary Leadership
and School Governance (ELSG) and Empowerment of
Human Resource Through the Lens of Time.
Rediscovering Oneself is a two-day activity that shall

prepare the apprentices of the long and rigorous journey for
the six months while enrolled in the Academy. This activity
shall help the apprentice discover more about
himself/herself and how s/he could use their discovered
potentials for their advantage.
b. Expected  Prepared the apprentices to be aware of what will be
Outputs/Deliverables required in them as they are enrolled in the Academy;
and
 Created a sense of balance among the different aspects
of life of the apprentices in order for them to be more
tuned in the field of work that they are in.
c. M and E Analysis  Day 1 led to a rating of 3.99. Participants were required

to concentrate in full and the facilitators are of great
help in coming up with a solution to better address the
issues and challenges encountered. By the participants.
 Day 2 session was again rated 3.99. Sessions here
have been assessed to be very interesting thus, the
engagement. Speakers have been considered to have
brilliant discussion and their experiences made the
topics clearer and understandable.
d. Implementation  The facilitators who is outside DepEd failed to wear the

Issues/Gaps most appropriate attire for the session.
 The top management of SDO Masbate were not present
due to another Regional Activity concurrently held.
e. Recommendation/s  DepEd rules in running session maybe oriented among

outsourced facilitators.
 At least one member of the top management maybe
assigned not to leave the activity.
f. Focal
Persons/Designation
MARK ANTHONY H. RUPA, PhD

Landline No. : 056 – 333-4372
REGION V
Chief ES
MELODY A. VARGAS
SEPS, HRD
CHRISTOPHER I. ALVAREZ
EPS II, HRD

Landline No. : 056 – 333-4372

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Republic of the Philippines

Learning and Development Needs Report

Seriousness Urgency Growth

PPST Indicators/Core Behavioral Serious-

Schools Division of Masbate

Prepared: Noted: Recommending Approval:

_______________________ ___________________________ __________________________________________

NENE ROSAL-MERIOLES, CESO V

Schools Division of Masbate

Guide on Preparing the Learning and Development Plan

I. Learning and Development Needs

II. Workplace Objective (WO)

V. Program Management Team

VI. Source of Fund

VII. Target Time

Schools Division of Masbate

VIII. Target Participants

IX. Monitoring and Evaluation Plan

1. Reaction Evaluation – to determine participant’s satisfaction with

Schools Division of Masbate

NENE R. MERIOLES, CESO V

I have the honor to submit a training/activity proposal/completion report

Attached are the proposal and data gathering instrument used.

MA. DOROTHY L. DANIEL MARK ANTHONY H. RUPA

NENE R. MERIOLES, CESO V

Schools Division of Masbate

FORMAT OF THE TRAINING/ACTIVITY PROPOSAL

Learning and Expected Output Remarks Expected Date

VI. Training Matrix/Program of Activity

VII. Fund Source (include partners/donors)

VIII. Budget Proposal

Schools Division of Masbate

Activity: _______________________ Level: Division

Required Cost Total

NENE R. MERIOLES, CESO V

Schools Division of Masbate

SESSION LEARNING EPISODES

Link with the Previous

Schools Division of Masbate

TIME KEY MESSAGES METHOD

Schools Division of Masbate

TRAINING PROGRAM DESIGN EVALUATION

Title of the Training Program: Duration:

Comments and Suggestions to improve the Program/Training Design:

Schools Division of Masbate

SESSION GUIDE EVALUATION

Title of Session Guide: Evaluator & Date:

COMPONENTS AND STANDARDS 1 2 3 4

COMMENTS AND SUGGESTIONS:

Schools Division of Masbate

PROGRAM PRE-IMPLEMENTATION EVALUATION

Name of Service Provider: School:

Schools Division of Masbate

 Standard number of participants is observed in the

COMMENTS AND SUGGESTIONS:

Schools Division of Masbate

Session Topic: Date:

SESSION Strongl Strongly

Schools Division of Masbate

_________ _ ______________________________

Respondent Type: _ Trainee Trainer ___ Program Manager

Program Title: ___________________ Date: _