Competency-Based Learning Materials

Supervising
Work-Based Learning
 HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL

Welcome to the module in Supervising Work-Based Learning. This

module contains training materials and activities for you to complete.
The unit of competency "Supervising Work-Based Learning"
contains knowledge, skills and attitudes required for TRAINERS
METHODOLOGY (TM) 1.
You are required to go through a series of learning activities in order
to complete each learning outcome of the module. In each learning outcome
are Information Sheets, Self-Checks, Task Sheets and Job Sheets.
Follow these activities on your own. If you have questions, don’t hesitate to
ask your facilitator for assistance.
The goal of this course is the development of practical skills in
supervising work-based training. Tools in planning, monitoring and
evaluation of work-based training shall be prepared during the workshop to
support in the implementation of the training program.
This module is prepared to help you achieve the required competency,
in "Supervising Work-Based Learning".
This will be the source of information for you to acquire knowledge
and skills in this particular competency independently and at your own
pace, with minimum supervision or help from your facilitator.

Remember to:

 Work through all the information and complete the activities in each
section.
 Read Information Sheets and complete the self-check. Answers Keys are
included in this package to allow immediate feedback. Answering the
self-checks will help you acquire the knowledge content of this
competency.
 Perform the Task Sheets and Job Sheets until you are confident that
your output conforms with the Performance Criteria Checklist that
follows the sheets.
 Submit outputs of the Task Sheets and Job Sheets to your facilitator for
evaluation and recording in the Accomplishment Chart. Outputs shall
serve as your portfolio during the Institutional Competency Evaluation.

A Certificate of Achievement will be awarded to you after passing the

evaluation. You must pass the Institutional Competency Evaluation for this
competency before moving to another competency.
 Table of Contents

HOW TO USE THIS COMPETENCY BASED LEARNING MATERIAL ........................................................................

Table of Contents.............................................................................................................................................

List of Competencies.......................................................................................................................................

MODULE CONTENT ..........................................................................................................................................

LEARNING OUTCOME NO. 1 ESTABLISH TRAINING REQUIREMENT ..................................................................

LEARNING EXPERIENCES ..................................................................................................................................

INFORMATION SHEET 4.1-1 Work-Based Training............................................................................................

SELF CHECK 4.1-1 ...............................................................................................................................................
ANSWER KEY 4.1-1 .............................................................................................................................................

INFORMATION SHEET 4.1-2 Dual Training System .........................................................................................

Self-Check 4.1-2 ...............................................................................................................................................
Answer Key 4.1-2 .............................................................................................................................................

INFORMATION SHEET 4.1-3 Industry Linkage.................................................................................................

Self-Check 4.1-3 ...............................................................................................................................................
Answer Key 4.1-3 .............................................................................................................................................

INFORMATION SHEET 4.1-4 Trainees’ Training Requirement ........................................................................

JOB SHEET 4.1-4 DETERMINE TRAINEE'S TRAINING REQUIREMENT ...............................................................

PERFORMANCE CRITERIA CHECKLIST 4.1-4 .....................................................................................................

INFORMATION SHEET 4.1-5 Training Plan ......................................................................................................

JOB SHEET 4.1-5 TRAINING PLAN ...................................................................................................................

PERFORMANCE CRITERIA CHECKLIST 4.1-5 .....................................................................................................

LEARNING OUTCOME NO. 2 MONITOR WORK-BASED TRAINING...................................................................

LEARNING EXPERIENCES ................................................................................................................................

INFORMATION SHEET 4.2-1 Training Facilities for Work-Based Learning .......................................................

INFORMATION SHEET 4.2-2 Monitoring Tools for Work-based Training ........................................................

TRAINEE’S RECORD BOOK ..............................................................................................................................

TRAINEE’S PROGRESS SHEET ..........................................................................................................................

JOB SHEET 4.2-2a Prepare Trainee’s Record Book .........................................................................................

PERFORMANCE CRITERIA CHECKLIST 4.2-2a....................................................................................................

JOB SHEET 4.2-2b Prepare Trainee's Progress Sheet ......................................................................................

PERFORMANCE CRITERIA CHECKLIST 4.2-2b ...................................................................................................
INFORMATION SHEET 4.2-3 Feedback............................................................................................................
SELF CHECK 4.2-3 .............................................................................................................................................
MODEL ANSWER 4.2-3.....................................................................................................................................

LEARNING OUTCOME NO. 3 REVIEW AND EVALUATE WORK-BASED LEARNING EFFECTIVENESS ...................

LEARNING EXPERIENCES ................................................................................................................................

INFORMATION SHEET 4.3-1 Work-Based Training Evaluation Tools ...............................................................

SELF-CHECK 4.3-2.............................................................................................................................................
MODEL ANSWER 4.3-2.....................................................................................................................................

INFORMATION SHEET 4.3-2 Program Evaluation Interpretation and Analysis................................................

TASK SHEET 4.3-2 Interpret and Analyze Program Evaluation ........................................................................

BIBLIOGRAPHY.............................................................................................................................................
 TRAINING METHODOLOGY 1
COMPETENCY-BASED LEARNING MATERIALS

List of Competencies

No. Unit of Competency Module Title Code

1. Plan Training Session Planning Training Session

TVT232301

2. Facilitate Learning Facilitating Learning Session TVT232302

Session
3. Supervise Work- Supervising Work-Based
TVT232303
Based Learning Learning
4. Conduct Institutional Conducting Institutional TVT232304
Assessment Assessment
5. Maintain Training Maintain Training Facilities
TVT232305
Facilities
6. Utilize Electronic Utilizing Electronic Media in TVT232306
Media in Facilitating Facilitating Training
Training
 MODULE CONTENT

Qualification Title : Trainers Methodology I

Unit of Competency : Supervise Work-Based Learning
Module Title : Supervising Work-Based Learning

MODULE DESCRIPTOR:
This module covers the knowledge, skills and attitudes required in
order to supervise work-based learning process. This approach ensures
learning through work activities, strategies and to support workplace
learning and work-based monitoring.

Learning Outcomes:
Upon completion of this module , you must be able to:
1. Establish training requirements for trainees
2. Monitor work-based training
3. Review and evaluate work-based training effectiveness

Assessment Criteria:

1. Relevant policies and guidelines are accessed and interpreted to guide

the development of work-based arrangements;
2. Goals for learning of trainees are identified and discussed with
relevant personnel;
3. Training plan is prepared in accordance with agreed outcomes;
4. Training schedule is developed , discussed and agreed with relevant
personnel;
5. Orientation and Support Mechanism are identified and arranged
according to the needs of the trainees;
6. Availability of materials is confirmed with relevant personnel within
the budget requirement;
7. The objectives for undertaking work-based training and the processes
involved are explained to the trainees.
8. Visits to work-based training venue are conducted in accordance with
trainers qualification requirements and to ensure that training
arrangement are met;
9. Trainees progress is monitored and recorded against training plan and
contingencies are address;
10. Work performance are observed and alternative approaches are
suggested;
11. OHS requirements are monitored to ensure health, safety and
welfare of trainees;
12. Feedback is provided to trainees concerning their work-based
learning performance.
13. Work performance and learning achievement are analyzed in
accordance with work-based learning requirements;
14. Trainees are encouraged to provide feedback on their learning
experience for documentation purposes
15. The effectiveness of work-based learning is evaluated against the
objectives;
16. Improvements and changes to work based learning are
recommended based on review process.
 LEARNING OUTCOME NO. 1:

ESTABLISH TRAINING REQUIREMENT

Contents:
1. Work-based Training
2. Dual Training System
3. Industry Linkage
4. Trainees’ Training Requirement
5. Training Plan
Assessment Criteria:
1. Relevant policies and guidelines are accessed and interpreted to
guide the development of work-based arrangements
2. Goals for learning for the trainees are identified and discussed with
relevant personnel
3. Training plan is prepared in accordance with agreed outcomes
4. Training schedule is developed, discussed and agreed with relevant
personnel
5. Support mechanisms are identified and arranged according to the
needs of the trainees
6. Availability of materials is confirmed with relevant personnel within
the budget requirements
7. The objectives for undertaking work-based training and the
processes involved are explained to the trainees.
Conditions:
The student/trainee must be provided with the following:
1. Workplace location
2. Equipment
Computer
3. Training Materials
1. Learning Packages
2. Bond Papers
3. Ball Pens
4. Whiteboard Marker
5. Manuals
6. Competency Standard
7. Training Regulations
Assessment Method:
1. Written examination
2. Demonstration with oral questioning
3. Portfolio
 LEARNING EXPERIENCES

LEARNING OUTCOME (LO) 1

ESTABLISH LEARNING REQUIREMENTS FOR TRAINEES

Learning Activities Special Instructions

Read Information Sheet 4.1-1 on Work-

based Training

Answer Self-Check 4.1-1 This Learning Outcome discusses

how to establish learning
Compare answers to Answer Key 4.1-1
requirements which are bases in
Read Information Sheet 4.1-2 on Dual planning work-based training.
Training System You will be required to produce
the following outputs:
Answer Self-Check 4.1-2
1. TNA forms
Compare answers to Answer Key 4.1-2 2. Training Plan
Read Information Sheet 4.1-3on Performance Criteria Checklists
Industry Linkage are self evaluation tools. Use
these tools to evaluate your own
Answer Self-Check 4.1-3 output before showing them to
your facilitator.
Compare answers to Answer Key 4.1-3
Submit your outputs to your
Read Information Sheet 4.1-4 on facilitator for evaluation and
Industry Linkage recording.
Your outputs in this LO shall be a
Answer Self-Check 4.1-4
part of your portfolio for the
Compare answers to Answer Key 4.1-4 Institutional Competency
Evaluation.
Perform Job Sheet 4.1-4 how to
determine trainees training
requirements

Evaluate output using Performance

Criteria Checklist 4.1-4

Read Information Sheet 4.1-5 on

Training Plan

Answer Self-Check 4.1-5

Compare answers to Answer Key 4.1-5

Perform Job Sheet 4.1-5 how to prepare

training plan

Evaluate output using Performance

Criteria Checklist 4.1-5
 INFORMATION SHEET 4.1-1
Work-Based Training

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to:

1. define and explain Work-Based Training; and
2. enumerate the objectives of work-based training.

Work-based training is one of the best components of Competency-

based training. It is a training approach that aims towards the acquisition
of competencies that directly related to the actual industry practices. Using
this mode of training would enhance and concretize skills that are learned in
an in-house training.
Every trainer should be responsible for the on and off the job training
of his trainees. Discussions in this module will develop your skills and
competency in planning, implementing, monitoring and evaluating the work-
based learning of your trainees.
This learning outcome requires you to learn how to establish trainee’s
training needs and develop a training plan for work-based training. To be
able make a training plan, you must learn how to establish training needs
and consider guidelines of work-based training.
In this lesson, you will learn the objectives of work-based training and
the different types of work-based training.

Work Based Training

Work-Based Training is a training delivery
mode by which trainees are exposed in the workplace. Training shall be
done in coordination with Industry/Training Provider thru a Memorandum
of Agreement / Training Agreement by ILDO. It involves a Training Plan
agreed and approved by both parties. A Training Plan shall be provided as a
guide in the conduct of training in the workplace. The paid or unpaid work
experience must be monitored by a qualified trainer/training coordinator.
Workplace refers to industry and school-based activities e.g. IGP,
Training cum Production, Entrepreneurial Actvities like production of
pastries.
Types of Work-Based Training Job Shadowing

It is a school-supervised career exploration activity wherein trainees

visit worksites and “shadow” employees as they perform their jobs. Job
shadows emphasize observing the workplace, not participating as a
productive worker. The job shadow provides the trainees a meaningful
introduction to the world of work and provides a context for understanding
the relationship and interaction between the competencies taught in the
training institution and the workplace.
Internship
Internships help trainees move from school to the workplace by
offering “hands-on” learning, in real work settings, over a relatively long
period of time. They are school-supervised and may be paid or unpaid. The
internship is designed to give trainees a better sense of the jobs within a
particular business or industry; to provide trainees with information about
all aspects of the business; and to aid them in understanding, through
experience, how each part of a company aids another in meeting the goals
and objectives of a business or industry.

Apprenticeship Program
It is a training and employment program involving a contract between
an apprentice and an employer on an approved apprenticeable occupation.
Generally, it aims to provide a mechanism that will ensure availability of
qualified skilled workers based on industry requirements. The period of
apprenticeship covers a minimum of four months and a maximum of six
months. Only companies with approved and registered apprenticeship
programs under TESDA can be hire apprentices.
Learnership Program
It is a practical training on-the-job for approved learnable
occupations, for a period not exceeding three months. Only companies with
TESDA approved and registered learnership programs can hire learners.
Dual Training System
It is an instructional mode of delivery for technology-based education
and training in which learning takes place alternately in two venues: the
school or training center and the company.
School-Based Enterprise
School-based enterprises (SBEs) typically involve trainees in the
management of a business that produces or sells goods and services as part
of a school program. SBE activities help trainees increase their skills in
problem solving, business operations, time management, and working in
teams. The SBE is typically located at a school and is a popular work-based
strategy for school districts without access to many local employers.
Objectives of Work-Based Training

The objectives of the Work-Based Training are as follows:

 To expand and enhance the trainees’ learning through planned
career experiences in an actual work setting.
 To help the trainees make the transition from school to work
and career.
 To teach the environment of work.
 To increase the trainees’ awareness and appreciation of the
relevance of basic, common and core competencies as they
apply to their qualification/ occupational choice.
 To provide the trainees with opportunities for potential career
placement in their occupational choice.
 To project a positive image for trainees through involvement in
business and industry

Definition of Terms:

Career Experience is a planned and progressive educational program

by combining academic studies with on-the-job
experience. It helps the trainees gain the experience
needed to obtain the job of their choice.
(http://www.fms.treas.gov/hrd/students/scep.html)
Career - The general course or progression of one's working life or one's
professional achievements.
Placement - The finding of suitable accommodation or employment for
applicants.
 SELF CHECK 4.1-1

IDENTIFICATION

Instruction: Identify the words or group of words described by the

following statements..
1. A practical training on-the-job for an approved occupation, for a
period not exceeding three months.
2. A training delivery mode for technology-based education and
training, in which learning takes place alternately in two venues:
the school or the training center and the company.
3. A training and placement programs involving a contract between a
trainee and an employer on the approved occupation. It covers a
period of not less than four months and not more than six months
within the company.
4. The general term for a type training delivery mode by which
trainees are exposed in a work-place.
5. A school supervised career exploration activity wherein trainees
visit worksites and imitate employees as they perform their jobs. It
emphasizes on observing the workplace, not participating as a
productive worker.

I. Enumeration
Instruction: Give what is asked for in the following statements.
1. What are the objectives of Work-Based Training?
a. ___________________________________________
b. ___________________________________________
c. ___________________________________________
d. ___________________________________________
e. ___________________________________________
f. ___________________________________________
 ANSWER KEY 4.1-1

I. Fill in the Blanks

1. Learnership Program
2. Dual Training System
3. Apprenticeship Program
4. Work-Based Training
5. Job shadowing
II. Enumeration
 The objectives of the Work-Based Training are the following:
 To expand and enhance the trainees’ learning through planned
career experiences in an actual work setting.
 To help the trainees make the transition from school to work
and career.
 To teach the environment of work.
 To increase the trainees’ awareness and appreciation of the
relevance of basic and common competencies as they apply to
their qualification/occupational choice.
 To provide the trainees with opportunities for potential career
placement in their occupational choice.
 To project a positive image for trainees through involvement in
business and industry.
 INFORMATION SHEET 4.1-2
Dual Training System

Learning Objectives:
After reading this INFORMATION SHEET, you should be able to:
1. define dual training system;
2. enumerate the objectives of the dual training system Act of 1994;

The Dual Training system in the Philippines is a training modality that

is guided by Republic Act No. 7686. This Act provides legal guidelines in its
implementation.
In this lesson, you will be provided by the relevant policies and
guidelines of Work-based Learning using the dual training system modality.

The dual training system in the Philippines

Exerpts from Tek-Bok BUZZ/Manila Bulletin/ May 7, 2010 as published
in the TESDA website
Adaptation from the German model
One of the more preferred training modality for enterprise-based
training in the Philippines today is the dual training system (DTS) being
implemented by TESDA.
The DTS, as its name suggests, is a training modality that combines
theoretical and practical training. It is called dual training because learning
takes place alternately in two venues: the school or training center and the
company or workshop.
In DTS, the school and workplace share the responsibility of providing
trainees with well-coordinated learning experiences and opportunities.
This close cooperation between the school and the company ensures
that the trainees are fully equipped with employable skills, work knowledge,
and attitudes at the end of the training.
The general and occupation-related theoretical instruction provided by
the school is complemented by on-the-job training in the workplace. Trainees
under the DTS spend at least 40 percent of the training/learning time in
school and 60 percent for practical training in the company.
Dual approach in training
The dual approach in education and training has been put to work in
such country programs as apprenticeship, on-the-job training, supervised
industry training, practicum and internship.
The German model of the DTS was first introduced in the Philippines in
the 1980s through a joint project of the Southeast Asian Science Foundation
and the Hanns Seidel Foundation in the pioneer school- Dualtech Training
Center.
The Dualtech experience was replicated in select public and private
technical schools nationwide by the then Bureau of Technical and Vocational
Education in 1991.
In February 1994, President Fidel V. Ramos signed into law Republic
Act No. 7686 or the Dual Training System Act of 1994 which calls for the
institutionalization of the DTS in accredited public and private educational
institutions, training centers, and agricultural, industrial and business
establishments.
Under the DTS Law, TESDA is mandated to promote, coordinate, and
administer the dual training system. The school-industry partnership
component of the system is a vital determinant of program success and
effectiveness. They start working together in making the training plan and
determining the best way by which the trainee can learn as much knowledge
and skills during the training period.
Two training venues
In school, the trainee learns basic trade theory, work values, good
citizenship, safety and related theory subjects in mathematics, drawing and
social sciences.
At the company or workshop, the trainees learn job skills through
practical exercises using state of the art technology. Aside from technical
skills, the trainees also learn good work habits and how to get along well with
others.
The many benefits for the trainee, school or training institution, and
the company made the DTS click as a training modality.
The trainees’ access to the expertise and resources available and the
well-coordinated delivery of instructional activities in both learning venues
guarantees quality and relevant training.
DTS graduates are equipped with up-to-date and appropriate work
knowledge, skills and attitudes making them highly competitive and “wanted”
in the labor market.
The companies’ participation in drawing up the DTS training plan helps
ensure that the workers being trained are the type and quality that industry
requires. Optimum use of school and company facilities and resources allows
the admission of more trainees- mostly from poor families who have no means
of attending vocational training courses in fee-charging schools and training
centers.
 The provisions of the Republic Act 7686 called the Dual Training
System Act of 1994 will enlighten you with how government and the
industry help in the industry training. Read the provisions carefully so that
you will have a guide in making your training plan required in the
succeeding lessons.

REPUBLIC ACT NO. 7686

February 25, 1994

DUAL TRAINING SYSTEM ACT OF 1994

AN ACT TO STRENGTHEN MANPOWER EDUCATION AND TRAINING IN
THE PHILIPPINES BY INSTITUTIONALIZING THE DUAL TRAINING
SYSTEM AS AN INSTRUCTIONAL DELIVERY SYSTEM OF TECHNICAL
AND VOCATIONAL EDUCATION AND TRAINING, PROVIDING THE
MECHANISM, APPROPRIATING FUNDS THEREFOR AND FOR OTHER
PURPOSES.
Section 1. Short title. This Act shall be known as the "Dual Training
System Act of 1994".
Section 2. Declaration of policy. It is hereby declared the policy of the
State to strengthen manpower education and training in the country so that
the latter may be assured of an ever-growing supply of an educated and
skilled manpower equipped with appropriate skills and desirable work
habits and attitudes. The dual training system, as successfully tested in
some highly developed countries, shall be adopted in duly accredited
vocational and technical schools, in cooperation with accredited
agricultural, industrial and business establishments, as one of the preferred
means of creating a dependable pool of well-trained operators, craftsmen
and technicians for the economy.
Section 3. Objectives. This Act shall have the following objectives:
(a) encourage increasing utilization of the dual system in technical and
vocational education and training by both public and private schools within
the context of the existing education system;
(b) encourage increasing levels of investment in technical and vocational
education and training by both public and private sectors specially in the
rural areas;
(c) enhance the employability and productivity of graduates by equipping
them with analytical and creative thinking and problem-solving abilities;
manipulative competencies which meet occupational standards and
requirements; values and attitudes with emphasis on work ethics, quality
orientation, discipline, honesty, self-reliance and patriotism; and
 (d) strengthen training cooperation between agricultural, industrial and
business establishments and educational institutions by designing and
implementing relevant training programmes in close coordination with
concerned local government units.
Section 4. Definition of terms. For purposes of this Act, the following
terms shall mean:
(a) "Appropriate authority" refers to the government entity in charge of
formal technical and vocational education training;
(b) "Dual training system" refers to an instructional delivery system of
technical and vocational education and training that combines in-plant
training and in-school training based on a training plan collaboratively
designed and implemented by an accredited dual system educational
institution/training centre and accredited dual system agricultural,
industrial and business establishments with prior notice and advice to the
local government unit concerned. Under this system, said establishments
and the educational institution share the responsibility of providing the
trainee with the best possible job qualifications, the former essentially
through practical training and the latter by securing an adequate level of
specific, general and occupation-related theoretical instruction. The word
"dual" refers to the two parties providing instruction: the concept "system"
means that the two instructing parties do not operate independently of one
another, but rather coordinate their efforts;
(c) "Trainee" refers to a person qualified to undergo the dual training system
for the purpose of acquiring and developing job qualifications;
(d) "Accredited dual training system educational institution/training centre"
refers to a public or private institution duly recognized and authorized by
the appropriate authority, in coordination with business and industry, to
participate in the dual training system;
(e) "Establishments" refer to enterprises and/or services of agricultural,
industrial or business establishments;
(f) "Accredited dual training system agricultural, industrial and business
establishments" hereinafter referred to as agricultural, industrial and
business establishments, refer to a sole proprietorship, partnership,
corporation or cooperative which is duly recognized and authorized by the
appropriate authority to participate in the dual training system educational
institution.

Section 5. Institutionalization of the dual training system. The dual

training system, hereinafter referred to as the system, is hereby
institutionalized in the Philippines in accordance with the provisions of this
Act.
Section 6. Coverage. This Act shall apply to all public and private
educational institutions/training centres and agricultural, industrial and
business establishments duly accredited to participate in the dual training
system.
Section 7. Planning and coordination. The appropriate authority shall
plan, set standards, coordinate, monitor and allocate resources in support of
the implementation of the system.
Every accredited educational institution/training centre shall establish an
industrial coordinating office which shall supervise the in-plant training:
provided that the industrial establishment shall be required to furnish the
educational institution with the necessary information for the purpose of
supervision.
The industrial coordinating office shall be headed by an industrial
coordinator with at least an officer-level rank. The industrial coordinator
may be assisted by such other personnel as may be necessary for the
effective discharge of the functions of the office.
Section 8. Status of trainee. For the duration of the training under the
system, the trainee is to be considered not an employee of the
business/industrial establishment but rather a trainee of both the
accredited dual training system educational institution and the agricultural,
industrial and business establishments: provided that the union or the
workers of the latter have been duly informed in advance of such an
agreement.
A trainee who has successfully completed a training programme in a
particular agricultural, industrial or business establishment shall be given
priority of employment in that agricultural, industrial or business
establishment. The appropriate authority shall keep a roll of these
successful trainees for purposes of identifying them for employment.
Section 9. Incentives for participating establishments. To encourage
agricultural, industrial and business establishments to participate in the
system, they shall be allowed to deduct from their taxable income the
amount of fifty (50) per cent of the system expenses paid to the accredited
dual training system educational institution for the establishment's trainees:
provided that such expenses shall not exceed five (5) per cent of their total
direct labour expenses but in no case to exceed twenty-five million pesos
(P25,000,000) a year.
Donations for the operation of the system shall be deductible from the
taxable income of the donors.
The Department of Finance shall issue the necessary rules and regulations
for the purpose of tax incentives provided herein.
Section 10. Obligations of accredited agricultural, industrial and
business establishments. The agricultural, industrial and business
establishments shall:
 (a) ensure that the necessary abilities and knowledge for the trainee to
achieve the purpose of his training are imparted to him and shall
provide such training systematically in accordance with an approved
training plan;
(b) appoint the training officer to implement the training plan;
(c) make available, free of charge, the consumable materials and basic
hand tools and equipment necessary for his training;
(d) allow the trainee to attend his in-school training and to sit for his
examinations;
(e) require the trainee to keep his report book up to date and inspect
such books;
(f) ensure that the trainee is encouraged to develop his personality and
that he is protected from physical or moral danger;
(g) entrust to the trainee such jobs as are related to the purpose of his
training and are commensurate with his capabilities;
(h) pay to the accredited educational institution/training centre the daily
allowance of the trainee; and
(i) allow the trainee the necessary time off for his in-school training.
Section 11. Obligations of the trainee. A trainee shall exert every effort
to acquire the abilities and knowledge necessary for him to achieve the
purpose of his training. Towards this end, he shall:
(a) carefully perform the jobs entrusted to him as part of his training;
(b) take part in training programmes for which he has been granted time
off under this Act;
(c) follow the instruction given to him as part of his training by the
training officer or any other person entitled to give him such
instructions;
(d) observe rules of behaviour in the training premises;
(e) use tools, instruments, machines and other equipment with due care;
(f) not reveal any business or trade secrets that have come to his
knowledge in the course of his training; and
(g) keep his record books up to date.

Section 12. Obligations of the accredited educational

institutions/training centres. The educational institutions/training
centres that have entered into a memorandum of agreement with
agricultural, industrial or business establishments to undertake training
shall:
(a) design, implement and evaluate jointly the training plan with the
accredited establishments;
(b) provide specific, general and occupation-related theoretical instruction;
(c) appoint industrial coordinators to supervise the in-plant training;
(d) pay the trainee his daily allowance; and
(e) perform such other tasks and activities as may be necessary and in
furtherance of the objectives of the training.
Section 13. Non-diminution of incentives. Nothing in this Act shall be
construed to diminish or reduce any privilege already enjoyed by the parties
concerned under existing laws, decrees or executive orders.
Section 14. Signing of memorandum of agreements by the accredited
dual training system agricultural, industrial and business
establishments, the accredited dual training system, educational
institution/training centre and the trainee. Before an individual
establishment begins with an accredited education institution/training
centre and the trainee or his representative, the individual establishment
shall provide the accredited educational institution/training centre and the
trainee with a copy of the signed agreement.
The memorandum of agreement shall set forth, among others, the following:
(a) the training plan;
(b) the nature and objective of the training;
(c) the commencement and duration of the training period, including the
total number of in-school and in-plant training hours;
(d) the normal daily training hours;
(e) the trainee's allowance and the rate to be applied, which in no case
shall start below seventy-five (75) per cent of the applicable minimum
daily wage for days spent in the establishments;
(f) the rights and obligations of the parties concerned in addition to those
provided in Sections 10, 11 and 12;
(g) the definition of the status of the trainee according to Section 8 of this
Act;
(h) the conditions for the termination of the training agreement;
(i) the performance, monitoring and evaluation system; and
(j) such other essential particulars as would mutually benefit all parties
concerned.
Section 15. Insurance coverage of the trainee. Every agricultural,
industrial and business establishment undertaking training, in accordance
with the provisions of this Act, shall sign a life and/or accident insurance
policy on the life of the trainee with the insured and the spouse, children or
parents of the trainee as the beneficiaries thereof: provided that the
agricultural, industrial and business establishments shall pay for the
premiums of said insurance policy.
Section 16. Revolving fund. Any law, rule or regulation to the contrary
notwithstanding, the accredited dual training system educational
institution/training centre is hereby authorized to retain as a revolving fund
the amount paid to it by the agricultural, industrial and business
establishments representing the actual dual training expenses. The fund
shall be used to improve the operation of the dual training system.
Section 17. Implementing rules. The appropriate authority and the
Department of Finance, upon prior consultation with the business and
industry concerned, shall issue the necessary rules and regulations for the
effective implementation of this Act within a period of ninety (90) days after
its effectivity. Any violation of this section shall render the concerned
officials liable under R.A. No. 6713, otherwise known as the "Code of
Conduct and Ethical Standards for Public Officials and Employees" and
other existing administrative and/or criminal laws.
Section 18. Other exemption from taxes and duties. Any donation,
contribution, bequest, subsidy or financial aid which may be made for the
operation of the system shall constitute an allowable deduction from the
income of the donors for income tax purposes and shall be exempt from
donor's tax, subject to such conditions as provided under the National
Internal Revenue Code, as amended. Essential equipment, apparatus and
materials imported by accredited dual training private educational
institutions shall be exempt from taxes and duties: provided that the
importation of these items shall be subject to the following qualifications:
(a) that the importation shall be certified by the appropriate authority;
(b) that they should be actually, directly and exclusively used in
connection with the dual training system and any unauthorized use
shall subject the accredited dual training private educational
institutions to payment of taxes and duties thereon; and
(c) that they are not available locally in sufficient quantity of comparable
quality, and at reasonable prices:
Provided, however, that taxes and duties pertaining to the importations of
accredited government and dual training educational institutions are
deemed automatically appropriated.
The Department of Finance shall accumulate the necessary rules and
regulations to implement the provisions of this section.

Section 19. Appropriations. For the initial implementation of this Act, an

amount of one million pesos (P1,000,000) shall be charged against the
current year's appropriation of the contingency fund. Thereafter, such sums
as may be necessary for its continued implementation shall be included in
the annual General Appropriations Act.
Section 20. Separability clause. If for any reason any provision of this Act
is declared invalid or unconstitutional, the rest shall not be affected thereby.
Section 21. Repealing clause. All laws, decrees, orders, rules and
regulations or parts thereof inconsistent with this Act are hereby repealed or
modified accordingly.
Section 22. Effectivity. This Act shall take effect after completion of its
publication in the Official Gazette or in two (2) newspapers of general
circulation.
 Self-Check 4.1-2

Multiple Choice:
Choose the best answer. Write the letter of your choice on your answer
sheet.
1. The Republic Act which aims to strengthen manpower education
and training in the Philippines by institutionalizing the dual
training system as an instructional delivery system of technical
and vocational education and training is the
A. Republic Act No. 7386
B. Republic Act No. 7686
C. Republic Act No. 7796
D. Republic Act No. 8676

2. In the Dual Training System Act, the responsibility of providing

for free training materials during industry training is of the
A. industry
B. trainer
C. Training institution
D. Government

3. In Dual Training System, the trainee is given an allowance of

A. 25% of the applicable daily wage
B. 50% of the daily wage
C. 75% of the daily wage
D. 100% of the daily wage

4. The industry participating in dual training system is allowed to

deduct 50% of their expenses for Dual Training System from
their
A. tax balance
B. tax due
C. tax penalties
D. taxable income
 Answer Key 4.1-2

1. B
2. A
3. C
4. D
 INFORMATION SHEET 4.1-3
Industry Linkage

Learning Objectives:
After reading this INFORMATION SHEET, you must be able to:
1. describe the activities needed to establish linkage with the industry for
purposes of work-based training;
2. enumerate the responsibilities of trainers in work-based training;

Work-based training is training in an actual work set-up. The training

institution may opt to establish an enterprise such as parlor, automotive
shop or a small restaurant/canteen for purposes of work-based training. In
most cases however, you need to establish linkages with the industry for
purposes of work-based training. The previous information sheet gives you
the legal basis in establishing a working relationship with the industry for
purposes of training.
This lesson will discuss preparations that you need to do to establish
industry linkage.

Establishing Industry Linkage

Industry partnership is a very important aspect of work-based
training. As a trainer you should be aware of the processes involved in
establishing linkage. You should be directly involved in these processes so
that you will be able to plan the training of your trainees.

Systematic Procedures in Establishing Industry Linkage

1. Search for prospective industry partners

- Choose an industry where training of about 60-70% of the course
components can be carried out
- Look for industries that has the potential to meet the standards of an
organized work-based training
- Willing to provide guided industry training or assign personnel to
coordinate activities

2. Send proposal letters (follow-up and visitation)

 - With brief information on the Dual Training, the nature of the
program and its advantage to the company/industry

3. Set an Appointment for Presentation

- Explain clearly the concept and mission of work-based training

4. Presentation
- maybe in the form of slide presentation, video presentation, use of
brochure or posters

5. Conduct Site Visit for work-based training plan

– training plan aims to synchronize the curriculum of the school with
the in-plant training activities of the trainees

Note: The development of the training plan will be discussed in a separate

Information Sheet in the succeeding pages.

6. Finalize the Training Plan and Memorandum of Agreement (MOA) or

Memorandum of Understanding (MOU).
- MOA/MOU is a legal document which stipulates the condition and
policies governing the work-based training.
- In preparing for the MOA, you may refer to the Dual Training Act of
1994.

7. Present the Training Plan and MOA/MOU for approval

- Any clarification or changes in the Training Plan or MOA/MOU must
be agreed upon by both parties affixing their signatures.

8. Placement of the trainees in the Industry

- Orientation of the trainees should be done by the trainer or the
institutions industry linkage coordinator before going to the industry
for training.
- Orientation on how the industry operates and how training should be
undergone in the industry should likewise be required of the
supervisor in-charge of the training.

9. Coordination and Monitoring

- Conduct regular visits to the industry and monitor the activities in
work-based training. Any adjustments made on the training plan
should be noted during monitoring.

10. Work-based training Evaluation

- An evaluation of the conduct of the training should be done both on
the attainment of the objectives of the program and on program
implementation.
- Monitoring and evaluation reports communicated for purposes of
improving the program and the performance of trainees.
 In work-based training, the duties and responsibilities of both parties,
the training institution and the industry, should be clear and defined and
should be a part of the Memorandum of Agreement/Understanding.

Roles/duties of the institution:

1. Issue policies favorable to work-based training;
2. Give full support and cooperation to work-based training;
3. Designate an industrial coordinator;
4. Initiate staff development of personnel involved work-based
training;
5. Coordinate with the private sector in order to make work-based
training meaningful and fruitful;
6. Identify the skills actually needed or demanded by industry and
match the skills offered by the institution;
7. Provide comprehensive theoretical training and simulation for the
trainees
8. Organize industry partners.

Duties/Role of the Industry:

1. Provide Job orientation training;
2. Provide practical training in areas which have been determined;
a) Activities within the training duration;
b) Distribution of trainees in the different department/division where
training is necessary.
2. Appoint training coordinator who shall be responsible for the
assignment designation of trainers/supervisors in their respective
areas where the trainees will be assigned.
3. Provide training materials, tool/equipment during the training;
4. Remind supervisor about the work-based training activities;
5. Provide opportunity to learn by doing;
6. Provide trainees with professional skills, experience, techniques and
behavior in the real life situations; and
7. Organize work-based training station and programs.
Duties/Roles of Industry Supervisor
1. Orients the trainees about company rules and regulations;
2. Provides guidance and support;
3. Ensures safe training environment and activities for the trainees;
4. Prepares accident report whenever trainees are involved and
submit it to the company.
5. Endorses the trainees to proper training area;
6. Monitors Trainees Record Book;
7. Monitors the performance of the trainees, make recommendations
concerning discipline.
8. Issues certificate of completion to student who successfully finish
their training.
9. Accomplish Performance Evaluation Report;

Duties/Roles of Trainees

1. Be physically fit for the work-based training;

2. Possesses the ability to comprehend and follow oral and written
instructions;
3. Exhibit proper discipline at all times;
4. Exhibit proper work habits and attitudes acceptable to the
company;
5. Follow company rules and regulations;
6. Use only facilities allowed by the company to the trainees;
7. Be prompt and regular in attendance;
8. Be alert in following directions;
9. Cooperate with other trainees and industry supervisor;
10. Accomplish required forms;
11. Allow no instance for company to doubt honesty in workplace
and company
 For your reference sample signed Memorandum of Agreement or
Memorandum of Understanding are presented here.
Sample Memorandum of Understanding
 Self-Check 4.1-3

Multiple Choice:
Choose the best answer. Write the letter of your choice on a separate sheet.

1. In choosing an industry partner, you choose an industry which can

provide for the training of at least _______ components of the
industry training of your qualification.
A. 10-20%
B. 20-40%
C. 50-60%
D. 60-70%

2. The legal document of the agreement between the training institution

and the industry for purposes of work-based training is the
A. Session Plan
B. Training Plan
C. Proposal Letter
D. Memorandum of Agreement

3. Performance evaluation of trainees in work-based training is the

responsibility of the
A. In-house trainer
B. Industry technician
C. Industry coordinator
D. Training supervisor

4. Establishing training needs of trainees in work-based training is the

responsibility of the
A. Trainee
B. trainer
C. Industry coordinator
D. Industry supervisor
 Answer Key 4.1-3

1. D
2. D
3. D
4. B
 INFORMATION SHEET 4.1-4
Trainees’ Training Requirement

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to:

1. determine the current competencies of the trainees/group of
trainees
2. identify trainees’ training requirement

Every training should be based on what was already learned and what
is needed to be learned or enhanced. Whether your work-based training is
in conjunction with an in-house training or a work-based training after an
in-house training, you need to assess the training needs of each of your
trainees so that you will be able to plan the appropriate activities that will
enhance their competencies. Activities that will improve the skills rather
than repeating what is already learned should be the emphasis of a work-
based training.
In this lesson, recommended steps in determining training needs are
discussed as your guide in accomplishing this end.

Determine trainees’ current competency

To be able to determine the trainees’ training requirement, it is very

important to determine first their current competencies, in order to
determine the training gaps.
The trainer can determine trainees’ current competency by:
1. Checking with the trainee
When you meet the trainees, subject them to an oral interview or
simple written test if needed. If the learner is having a hard time to write or
understand in English language, use a simple language that the learner may
easily understand like using a local dialect.
2. Research
Analyze any pre session information available like enrollment or pre
application form and other related documents such as:
 reports on previous competency assessment undertaken
 resume or curriculum vitae
 enterprise training and assessment records
 performance report from supervisor
 The Trainer could also use self assessment checklist to determine the
current competencies of the trainees:

Self-Assessment Checklist

How to prepare the check list?

Using the form below, the trainer should:

1. List down all the competencies found in the Training Regulations of

a particular qualification
2. Let the trainees answer by checking the appropriate box. (YES if
he/she can perform the task and NO if he/she cannot perform the
task)

CAN I?... YES NO

BASIC COMPETENCIES
1. (Unit of competencies)

1.1 (Learning Outcome)

COMMON COMPETENCIES

CORE COMPETENCIES

Notes:
1. All competencies (Basic, Common and Core) should be listed in the
Trainees Self-Assessment Checklist
2. Learning outcomes for each should also be included
3. Let the trainee answer the Self Assessment Checklist
 4. The trainee must be guided by the trainer while answering the form
SAMPLE:

INSTRUCTION: This Self-Check Instrument will give your

trainer data that are essential in designing a
Training Plan for you. Please check appropriate
box of your answer to each of the question below.

CAN I?... YES NO

BASIC COMPETENCIES

COMMON COMPETENCIES

CORE COMPETENCIES
1. Prepare pipes for installation /
1.1 Identify and select materials, tools and /
equipment
1.2 Cut pipes /
1.3 Thread G.I. Pipes /
2. Make piping joints and connections /
2.1 Fit-up joint and fittings for PVC pipe /
2.2 Perform threaded pipe joints and connection /
2.3 Caulk joints /
3. Perform Construction Works /
3.1 …….. /
3.2 …….. /

Determining the current competency against Competency

standards
 Identify Current Competencies acquired related to Job/Occupation
and Indicate
Proof of Evidence

Current competencies Proof of Evidence

Notes:
1. Identify the current competencies related to the program being
enrolled by the target group/individual in the form
2. Identify and review proof of evidence documents indicated to
support the claim of competency

SAMPLE: (for Trainees in Plumber NC II)

Identify Current Competencies acquired related to Job/Occupation

and Indicate
Proof of Evidence

Current competencies Proof of Evidence

Prepare pipes for installation Trade Skills Certificate 3rd Class

for Plumbing

Make piping joints and

connections

Determine trainees’ training requirements After determining the

trainees’ current
competency, you may identify the gap between the required competencies as
defined by the unit of competency and the learners’ current competencies.
The gap between the required competencies and current competencies is the
portion of skills and knowledge the trainee needs to achieve to be recognized
as competent in a particular job.
The trainees’ training requirements can be validated with the following
appropriate personnel.
 Trainers/teachers and assessors
 Team leaders/supervisors/managers/employers
 Participant/employee/learner
 Technical experts
 Union/employee representatives
 Users of training information such as training providers,
employers, human resource departments

To determine trainees’ training requirements, the trainers may follow

this procedure:

1. Compare and Cross Match Competencies Identified

Current Required Units of Training

Competencies Competency/Learning Gaps/Requirements
Outcomes
 SAMPLE: (for Trainees in Plumber NC II)

Current Required Units of Training

Competencies Competency/Learning Gaps/Requirements
Outcomes

Prepare pipes for Prepare pipes for

installation installation

Make piping joints Make piping joints and

and connections connections

Perform minor Perform minor

construction works construction works

Perform single unit Perform single unit

plumbing installation plumbing installation
and assemblies and assemblies

Perform plumbing Perform plumbing

repair and repair and
maintenance works maintenance works

Conduct pipe leak Conduct pipe leak

testing testing

2. Translate the Training Gap into Appropriate Training Requirements

Gaps Module Duration (hours)
Title/Module of
Instruction

Note: The training gap should be matched with the module title/module of
instruction of the units of competency and the nominal duration

SAMPLE: (for Trainees in Plumber NC II)

 Module Title/Module
Gaps Duration (hours)
of Instruction

Perform single unit Performing single unit 40

plumbing installation plumbing
and assemblies

Perform plumbing Performing plumbing 20

repair and repair and
maintenance works maintenance works

Conduct pipe leak Conducting pipe leak 10

testing testing
 JOB SHEET 4.1-4
Title : Determine Trainees Training Requirements

Performance Objective:
Given a the Competency Standards of your qualification, you
should be able to:
1. Prepare TNA forms 4.1-4.4;
2. determine the training requirements of one trainee,
using a hypothetical data following suggested procedures.

Supplies : Bond Paper

Equipment : PC, Printer with Ink

Reference/s :
 Competency Standards for a specific qualification
 Competency-Based Curriculum

Steps/Procedures :
This exercise will ask you to determine trainees training
requirement for a work-based training using a hypothetical data.
You need to prepare the forms of your qualification before filling it
up with data of a hypothetical trainee who has just finished in-
house training in your qualification.
1. Prepare a self assessment checklist, please indicate the basic,
common and core competencies for the qualification being
assessed (Form 1.1)
2. Use hypothetical data to fill-up Self Assessment Checklist(Form
1.1)
3. Prepare Form 1.2, fill-up the form using hypothetical data.
4. Determine training gaps by comparing and cross matching
current competencies with required units of
competencies/learning outcomes (Form 1.3)
5. Translate the training gaps into appropriate trainees’ training
requirement (Form 1.4)

Assessment Method:
Portfolio Assessment, Questioning
FORM 1.1
SELF-ASSESSMENT CHECKLIST

INSTRUCTION: This Self-Check Instrument will give your

trainer a data that is essential in designing a
Training Plan for you. Please check the appropriate
box of your answer to each of the questions below.

CAN I?... YES NO

BASIC COMPETENCIES

COMMON COMPETENCIES

CORE COMPETENCIES
FORM 1.2 DETERMINING AND VALIDATING
TRAINEES CURRENT COMPETENCY/IES

Identify Current Competencies acquired related to Job/Occupation

and Indicate Proof of Evidence

Current competencies Proof of Evidence

FORM 1.3

COMPARING AND CROSS MATCHING OF COMPETENCIES

Required Units of
Current Training
Competency/Learning
Competencies Gaps/Requirements
Outcomes
FORM 1.4
TRAINEES TRAINING REQUIREMENT

Module
Gaps Title/Module of Duration (hours)
Instruction
 PERFORMANCE CRITERIA CHECKLIST 4.1-4
DETERMINING TRAINEES TRAINING REQUIREMENTS

Trainee’s Name: _____________________ Date : _____________________

In accomplishing the templates, did you do the following?

CRITERIA YES NO
1. Listed all the competencies and learning
outcomes in the self assessment checklist based
on the Competency Standards
2. Filled-up all forms with hypothetical data
3. Determined trainees’ current competencies
4. Ways or means of validation are filled-up
5. Determined training gaps by comparing and
cross matching current competencies with the
required competencies/learning outcomes
6. Translated training gaps into appropriate
trainees’ training requirement form

Comments/Suggestions:

__________________________________________________________________________

_________________________________________________________________________

__________________________________________________________________________

Trainer’s Signature: ___________________ Date : _____________________

 INFORMATION SHEET 4.1-5
TRAINING PLAN

Learning Objectives:

After reading this INFORMATION SHEET, YOU MUST be able to:

1. define a training plan;
2. differentiate a training plan from session plan;
3. identify the parts of the training plan; and
4. describe how to accomplish each column of the training plan;

Before deploying your trainees to their industry training, a thorough

planning based on their training is very important. This plan shall serve as
an agreement between the industry and your training institution. This will
serve as a guide in the implementation of the industry training of the
individual trainee.
In this lesson, you will learn how a training plan is accomplished.

What is a Training Plan?

Training plan is a description of how the training will be done, the

flow of training from input to end results, including the resources that will
be used. The objective of the Training Plan is to define the strategies, tasks,
and methods that will be used to meet the training requirements.
The training plan will outline who will deliver the training, and when
and where your apprentice or trainee needs to go to receive the structured
component of the training.
Note that it should be treated as a working document. It should be
flexible enough to meet all the need of the industry, your institution and the
trainee. Remember that you can talk about this at any stage during the
training.

What to include in the training plan

The training plan must specify the following:

 the competencies to be obtained
 the time-frame for achieving the competencies
 the training to be undertaken
 the delivery modes to be employed
  who is responsible for the delivery and/or assessment of each
competency
 assessment details and arrangements
 the name of the qualification to be issued
 any other specific requirements to be met in accordance with
the particular training contract in question
(http://www.skills.vic.gov.au/for-business/recruiting/training/plan)

Steps in Preparing the Training Plan

1. Identify the trainees’ training requirement (refer to FORM 4.1)

 List the competencies or learning outcomes that the trainees
need to learn
 List down the module’s title/module of instruction
 Determine the training duration
2. Sequence the training modules in a logical order so that each
element of the job is learned.
3. Identify the training activity or task that the trainee would perform
to learn the training requirement
4. Identify the person who will be involved in the training
(trainer/supervisor/etc…)
5. Identify the facilities/tools and equipment needed
6. Identify the venue of the training
7. Schedule the training (date and time)

Note:
 The trainer could use other forms as long as it would contain
the information needed
 In case that the training would be conducted outside the
training center (OJT), the Training Plan must be discussed with
the Employer/Industry Trainer so as not to hamper the
production of the company.
 TRAINING PLAN

Qualification: _____________________________

Trainees’ Facilities/T
Training Mode of Assessment Date and
Training Staff ools and Venue
Activity/Task Training Arrangement Time
Requirements Equipment

These are the These are the This refers The The The place Assessment Schedule
competencies activities / task to the personnel Resources where the and judgment of the
or learning that the trainees medium involved in that would training on quality of training
outcomes that need to perform to used to the training be needed will be evidence in
the trainees learn the deliver the (trainer/ during the conducted order to
need to learn competencies or training/faci training conduct of . In this conclude
based on the learning outcome. litate the coordinator/ the program. instance it whether you
results of the (this should be learning supervisor/ You could could be a achieved the
training needs discussed with the etc). If use the simulated learning
assessment. industry possible, the TR/CBC as workplace objectives or
trainer/supervisor name of the reference. or the not
of the company/ person actual
actual workplace.) should be workplace
written. (industry/
company)
 JOB SHEET 4.1-5
Title : Prepare Training Plan

Performance Objective:
In reference to the output of the previous activity, prepare a
Training Plan using the attached template.

Supplies : Bond Paper

Equipment : PC, Printer with Ink

Reference/s :
Identified trainees’ training requirement (Form 4.1-4.4)

Steps/Procedures :
Using the list of identified trainees’ training requirement (output of
previous Job Sheet) prepare the Training Plan. Specifically, you must:
1. Identify training activity/task appropriate to practice/learn the
required competency/learning outcome (if the training will be
conducted in a company, this should be discussed with the
industry trainer/supervisor)
2. Identify the staff responsible for the training
3. Identify the training delivery Mode
4. List down tools, equipment and materials needed per training
activity
5. Determine trainees’ training requirement
6. Identify the venue of the training
7. Identify the assessment method to be employed
8. Schedule the training

Assessment Method:
Portfolio Assessment, Questioning
 TRAINING PLAN
Qualification: ____________________________

Date
Trainees’ Training Training Mode of Facilities/Tools Assessment
Staff Venue and
Requirements Activity/Task Training and Equipment Method
Time
 PERFORMANCE CRITERIA CHECKLIST 4.1-5

Trainee’s Name: ______________________ Date : _____________________

CRITERIA YES NO
Did you…
1. Identify training activity/task appropriate to
practice/learn the required competency/learning
outcome?
2. Identify the staff responsible for the training?

3. Identify the training delivery mode?

4. List down the tools, equipment and materials

needed per training activity?
5. Determine trainees’ training requirement?

6. Identify the venue of the training?

7. Identify the Assessment method to be employed?

8. Schedule the training activities?

Comments/Suggestions:

__________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Trainer’s Signature: _____________________ Date : _____________________

 LEARNING OUTCOME NO. 2:

MONITOR WORK-BASED TRAINING

Contents:
1. Training Facilities for Work-Based Learning
2. Monitoring Tools for Work-Based Training
3. Feedback

Assessment Criteria:
1. Work-based training venue and facilities are prepared in
accordance with requirements to ensure training arrangements are
met
2. Trainees progress is monitored and recorded against the training
plan and contingencies are addressed
3. Work performances are observed and alternative approaches are
suggested
4. OHS requirements are monitored to ensure health, safety and
welfare of the trainees
5. Feedback is provided to trainees about work performance
Conditions:
The student/trainee must be provided with the following:
1. Workplace location (simulated workplace)
2. Equipment
a. Computer
3. Training Materials may include but not limited to:
b. Learning Packages
c. Bond Papers
d. Ball Pens
e. Whiteboard Marker
f. Manuals
g. Competency Standard
h. Training Regulations
Assessment Method:
1. Written examination
2. Demonstration with oral questioning
3. Portfolio
4. Third Party Report
 LEARNING EXPERIENCES

LEARNING OUTCOME (LO) 2

MONITOR WORK-BASED TRAINING

Learning Activities Special Instruction

Read Information Sheet 4.2-1

on Training Facilities for Work- This learning outcome is about
Based Training monitoring of work-based learning. You
shall prepare monitoring tools and
Answer Self-Check 4.2-1
practice how to use them.
Compare answers to Answer
The outputs of this LO shall be the
Key 4.2-1
following:
Read Information Sheet 4.2-2 1. Trainees Record Book
on the Monitoring Tools in 2. Trainees Record Sheet
Work-Based Training
Feel free to consult your facilitator while
Answer Self-Check 4.2-2 preparing these monitoring tools. Use
Performance Criteria Checklist to
Compare answers to Answer evaluate your own outputs.
Key 4.2-2
Soft copies of the templates needed for
Perform Job Sheet 4.2-2a on these activities are available from your
how to prepare Trainees Record facilitator.
Book Submit your outputs to your facilitator
Evaluate own output using the for evaluation and recording in the
Performance Criteria Checklist achievement chart.
4.2-2a

Perform Job Sheet 4.2-2b on

how to prepare Trainee’s
Progress Sheet
Evaluate own output using the
Performance Criteria Checklist
4.2-2b
 INFORMATION SHEET 4.2-1
Training Facilities for Work-Based Learning

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to

1. identify the facilities for training based on the trainees training
requirement;
2. classify training facilities.

Going back to the definition of competency which is the possession

and application of knowledge, skills and attitude to perform work activities
to the standard expected in the workplace, all three related to work needs. A
moment’s pause of reflection brings the realization that these are unlikely to
be met well unless the correct equipment or materials or facilities are
available. Thus, the preparation of training facilities for a work-based
training is very important.
For work-based training conducted within the industry/company it is
assumed that the necessary equipment and machineries are already
available, although as a trainer, you have to check whether all of which are
in place and can be used by the trainees during training. It is also important
to discover, however, what additional materials will help. Books, pamphlets,
diagrams, models may help trainees to develop their knowledge and skills
more quickly.
If the work-based training shall be conducted within the training
center, then it is even more important to build the correct range of
resources. At this juncture the trainer’s knowledge on the content of the
training regulations will again come into use.
On earlier discussion about the Training Regulations, Section 3 of
which is the Training Standards wherein the List of Tools, Equipment and
Materials as well as the Training Facilities are included. These would serve
as guide for trainers in the preparation of the resources that is required for
the trainee’s training requirement.
Note that trainers must identify from the list what are the required
tools, equipment and materials; and facilities that the trainees would use to
attain the required competency/ies based on the training plan. The trainer
should also check with the person concerned the availability of these
resources before starting the training.
See sample of the list on the next page
SAMPLE OF THE LIST FOR PLUMBING NC I
LIST OF TOOLS, EQUIPMENT AND MATERIALS
PLUMBING NC I

Recommended list of tools, equipment and materials for the training of

25 trainees for Plumbing NC I.

TOOLS EQUIPMENT MATERIAL

Qty. Description Qty. Description Qty. Description

6 units Pipe 2 units Pressure pump 6 roll Pattern paper

wrench devices

2 units Pressure 2 units Pipe vise(chain 2 box Pen and pencil

gauge or
Yoke

6 units Flaring 2 units Pipe reamer 6 units Pipe system

tools drawing

6 units Aligning 6 units Pipe support and 6 units Plastic plugs

tools braces

6 units Bending 12 units Drawing table 6 units Plugs G.I.

tools

4 units Steel 1 units Welding machine 2 units Drum

square

6 units Reamer 1 units Threading 12 Hard hat

(Pipe ) machine units

6 units Swaging 1 units Cutting outfit-set 12 Safety shoes

tools units

12 units Chisel 1” 4 units Blow torch 12 Goggles

to 1-1/2” units

6 units Flaring 6 units Solder 24 Copper pipes

tools units fittings

6 units Cold chisel 2 units Fire extinguisher 2 units Blue print plan

6 units Saw 2 units Drill 24 PVC pipes joints

units

2 units Push cart 2 units Concrete cutter 6 units Welding mask

4 units Shovel 12 Gloves
units

6 units Pointing 6 units Soldering Paste

trowel

12 units Push pull 6 units Brazing

rule compound

6 units Spirit level 12 Safety shoes

or water units
hose level

12 Ear muff
units
 TRAINING FACILITIES

The Construction – Civil Works (Plumbing) NC I workshop must be of

concrete structure. Based on class size of 25 students/trainees the space
requirements for the teaching/learning and circulation areas are as follows:

TEACHING/LEARNING SIZE IN TOTAL

AREAS METERS AREA IN SQ.
METERS

Wash/ comfort room 2x3 6.0

Tool and storage room 2.5 x 4 10.0

Laboratory area (working area) 6x4 24.0

Learning Resource Center/ 4x5 20.00

conference area

Total Workshop Area 60.0

 INFORMATION SHEET 4.2-2
Monitoring Tools for Work-based Training

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to:

1. identify tools for monitoring work-based training;
2. explain the importance of monitoring training activities in work-
based training.

Training design always involves gathering of data, planning,

implementation, monitoring and evaluation. In the previous lessons you
learned how to gather training needs, develop the training plan and prepare
facilities for training.
In this lesson, you will be introduced to various monitoring tools that
will be helpful during work-based training.

Monitoring

Monitoring is the routine assessment of ongoing activities and

progress. It is the systematic and continuous assessment of the progress of
a piece of work over time. It is a basic and universal management tool for
identifying strengths and weaknesses in a programme. Its purpose is to help
all the people involved make appropriate and timely decisions that will
improve the quality of the work.
It is the primary role of the trainer to monitor the training. This is to
ensure that trainees would attain the required competency at the end of the
training program for them to be ready for the assessment.
At this context, trainer must be able to prepare materials that can be
used to closely monitor the type of training program conducted.

Here are the two most commonly used monitoring tools:

1. Training Plan
The training plan is the basis of the training of individual trainee. The
industry supervisor should have a copy of this plan which shall serve
as a reminder of individual trainee activities in the industry.

Always remember that work-based training should also be self-paced

and individualized. Each trainee may have a different training plan
 from each other as a result of your activity in determining training
needs. Work-based training should always be based on the training
needs of individual trainee.

2. Trainee’s Record Book (TRB)

The objective of the Training Record Book is to record the
achievement of competencies agreed within the training plan while
in the industry.
This record is an important document that must be kept by the
trainee throughout the training and given to the trainer/industry
trainer or supervisor, when requested, for inspection and to have
entries updated, on a regular basis.
This is a record of all training activities undergone by the
individual trainee based on the training plan. The TRB should
contain the activities in the Training Plan. Each trainee should
keep his own TRB and lets the supervisor affix his signature
everyday so that all activities are monitored by the supervisor and
are recorded in the TRB.
The TRB may also be used to:
 Show to employers the training you have completed
 Gain credits or exemptions in other training courses
 Serves as reference in preparing for future job applications
 Determine your competency level thereby supporting eligibility
for wage progression
 Confirm completion of the training program and your
eligibility for the issuance of training certificate; and
 Assess your skill levels should competency be the subject of
dispute between you and your employer
In preparing the TRB, it may be more difficult to be
preparing different TRB per trainee. It is therefore recommended
that you prepare one TRB for your qualification then copy the
activities required of individual trainees from the training plan of
each trainee.

See sample of Trainees’ Record Book

 Technical Education and Skills Development Authority
___(your institution)___

TRAINEE’S RECORD BOOK

I.D.

Trainee’s No._______________

NAME: ___________________________________________________

QUALIFICATION: PLUMBING NC II_______

TRAINING DURATION :____________________________

TRAINER: __________________________________________________
Instructions:
This Trainees’ Record Book (TRB) is intended to serve as
record of all accomplishment/task/activities while undergoing
training in the industry. It will eventually become evidence
that can be submitted for portfolio assessment and for
whatever purpose it will serve you. It is therefore important
that all its contents are viably entered by both the trainees
and instructor.
The Trainees’ Record Book contains all the required
competencies in your chosen qualification. All you have to do
is to fill in the column “Task Required” and “Date
Accomplished” with all the activities in accordance with the
training program and to be taken up in the school and with
the guidance of the instructor. The instructor will likewise
indicate his/her remarks on the “Instructors Remarks”
column regarding the outcome of the task accomplished by
the trainees. Be sure that the trainee will personally
accomplish the task and confirmed by the instructor.
It is of great importance that the content should be
written legibly on ink. Avoid any corrections or erasures and
maintain the cleanliness of this record.
This will be collected by your trainer and submit the
same to the Vocational Instruction Supervisor (VIS) and shall
form part of the permanent trainee’s document on file.

THANK YOU.
NOTES:

__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
__________________________________________________________
Unit of Competency: 1 PREPARE PIPES FOR INSTALLATION Unit of Competency: 2 PERFORM MINOR CONSTRUCTION
WORKS

NC Level I
NC Level I
Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks Learning Task/Activity Date Instructors
Outcome Required Accomplished Remarks
 Lay out
measurements Perform
 Cut pipe piping lay
within the outs
required Cut pipes
length and through
according to walls and
job floors
requirements
 Thread pipes
in accordance ____________________ ______________________
with standard Trainee’s Signature Trainer’s
thread Signature
engagement

__________________ ___________________
Trainee’s Signature Trainer’s Signature
Unit of Competency: 3 MAKE PIPING JOINTS AND Unit of Competency: 4 PERFORM SINGLE UNIT PLUMBING
CONECTIONS INSTALLATION AND ASSEMBLES

NC Level I NC Level I
Learning Task/Activity Date Instructors Learning Task/Activity Date Instructor
Outcome Required Accomplished Remarks Outcome Required Accomplishe s Remarks
Fit-up d
joints and Prepare for
fittings for plumbing works
PVC pipe
Install pipe and
Perform fittings
threaded
Install hot and
pipe joints
cold water supply
and
Install/assemble
connections
plumbing fixtures
Caulk
joints\
_____________________ ______________________ _____________________ ____________________
Trainee’s Signature Trainer’s Signature Trainee’s Signature Trainer’s Signature
 Unit of Competency: 5 PERFORM PLUMBING REPAIR AND
MAINTENANCE WORKS

NC Level I

Learning Task/Activity Date Instructors

Outcome Required Accomplished Remarks
 Clear
clogged
pipes
clear
clogged
fixtures
______________________ ____________________
Trainee’s Signature Trainer’s Signature
 3. Trainee’s Progress Sheet

Progress chart can be for a) an individual trainee or b) for a group of

trainees. For individual trainees, use Trainee Progress Sheet. For a class,
use the Class progress Chart.
The Class progress chart is more appropriately used in a workshop
where all trainees train. This is a record and monitor of the learning
outcomes accomplished by the trainees.
In work-based training, the trainees progress sheet is more
appropriately used. This is a monitor of individuals accomplishments as per
training plan. This is accomplished by the training supervisor and is
monitored by the trainer or the industry coordinator of the training
institution. Data on the progress sheet should summarize the data in the
Trainees Record Book.
Here are the steps in preparing and accomplishing the Trainees
Progress Monitoring Chart:
1. From the Training Plan, identify the training activities per unit of
competency or learning module;
2. Prepare a summary of competencies that the trainee has to
attain/master; (These are the series of competencies that the
trainee has to perform/do to be able to master the required
competency. If the competency have to be mastered in sequence,
the listing should also be listed in sequence)
3. From the list, check from time to time the development of the
trainees.
4. Indicate the nominal duration for each unit of
competency/learning outcome
5. Indicate also the date when the training started and when it
finished per activity.

See Sample Trainee Progress Monitoring Chart and Class

Progress Chart.
 TRAINEE’S PROGRESS SHEET

Name : JUAN DELA CRUZ Trainer :

Nominal
Qualification : Machining NC I :
Duration

Training Training Date Date Trainee’s Supervisor’s

Units of Competency Rating
Activity Duration Started Finished Initial Initial

Total

Note: The trainee and the supervisor must have a copy of this form. The column for rating maybe used either by giving a numerical rating
or simply indicating competent or not yet competent. For purposes of analysis, you may require industry supervisors to give a numerical
rating for the performance of your trainees. Please take note however that in TESDA, we do not use numerical ratings.
 JOB SHEET 4.2-2a
Title : Prepare Trainee’s Record Book

Performance Objective:
In reference to the output of the previous activity which is the
Training Plan, prepare your Trainees Record Book following suggested
Template.

Supplies : Bond Paper

Equipment : PC, Printer with Ink

Reference/s : Training Plan

Training Regulations

Steps/Procedures :
1. Secure a copy of the CBC of your qualification;
2. Prepare the template for each competency of your qualification.
It is recommended that you make a TRB for the qualification as
a template.
3. List the learning outcomes for each competency;
4. Secure a copy of the Training Plan you accomplished in
previous Job Sheet.
5. To make a TRB for a particular trainee, copy the training
activities identified in the training plan.
6. Using hypothetical data, try to accomplish TRB for at least one
competency.
7. Evaluate your output using the Performance Criteria Checklist.

Assessment Method:
Portfolio Assessment, Questioning
 PERFORMANCE CRITERIA CHECKLIST 4.2-2a

Trainee’s Name: _______________________ Date : _____________________

CRITERIA YES NO
1. Are all competencies of the qualification
included?
2. Are all learning outcomes included in the TRB?

3. Are tasks/activities listed in the LOs based

on Training Plan developed in the previous
Job Sheet?
4. Is there an accomplished competency based on
hypothetical data?
5. Are columns to be accomplished by the training
supervisor accomplished and signed?
6. Are columns to be accomplished by the trainee
filled up and signed?

Comments/Suggestions:

_____________________________________________________________________

____________________________________________________________________

_____________________________________________________________________

Trainer’s Signature: ___________________ Date : _____________________

 JOB SHEET 4.2-2b
Title : Prepare Trainee’s Progress Sheet

Performance Objective:
In reference to the output of the previous activity which is the
Training Plan, prepare your Trainee’s Progress Sheet following suggested
Template.

Supplies : Bond Paper

Equipment : PC, Printer with Ink

Reference/s : Training Plan

Training Regulations

Steps/Procedures :
1. Secure a copy of the CBC of your qualification;
2. Prepare the template for each competency of your qualification.
It is recommended that you make a TRB for the qualification as
a template.
3. Secure a copy of the Training Plan you previously prepared.
4. Using the suggested template, prepare a trainees progress
sheet for one trainee.
5. Using hypothetical data, try to accomplish the Trainees
Progress Sheet.
6. Evaluate your output using the Performance Criteria Checklist.

Assessment Method:
Portfolio Assessment, Questioning
 PERFORMANCE CRITERIA CHECKLIST 4.2-2b

Trainee’s Name: _______________________ Date : _____________________

CRITERIA YES NO
1. Are all competencies of the qualification
included?
2. Are tasks/activities listed in the LOs based
on Training Plan?
3. Are hypothetical data correctly filled in the
Trainee’s Progress Chart?
4. Are columns to be accomplished by the training
supervisor accomplished and signed?
5. Are columns to be accomplished by the trainee
filled up and signed?

Comments/Suggestions:

_____________________________________________________________________

____________________________________________________________________

_____________________________________________________________________

Trainer’s Signature: ______________ Date : ___________________

 INFORMATION SHEET 4.2-3
Feedback

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to:

1. provide the necessary feedback to trainees
2. state the purpose of feedback
3. identify the characteristic of an effective feedback
It is important for trainees to know how well they are doing as they
learn. This is because the knowledge that they are doing well gives trainees
a sense of achievement which motivates them to learn more. Similarly, it is
also important to let trainees know when they have made a mistake so that
they will learn from it and take corrective measures. Hence, it is absolutely
essential for trainers to monitor trainees’ learning and give them feedback.
Feedback can be given to individual trainee, to a group of them, or to the
whole class. It would be more efficient if the whole class can share in the
monitoring process and the feedback.

Purpose of giving feedback:

1. Provide basis for maintaining or improving performance

2. Provide forum for assessing need and planning additional
experiences/activities

Characteristics of an Effective Feedback

1. Relates performance to the standards

Shows how the performance compares to the standard, exemplar or goal
(John, your session plan did not include the learning objective as shown
here in the standard session plan)

2. Relates performance to strategies

Give trainees feedback about how well they apply specific strategies or
steps
(John, you set up the table correctly, I can see that you followed the
guidelines in setting up the table)

3. Indicates progress
By placing the feedback in the context of previous expected
performance
(Mona, your session plan has improved by showing logical sequence in
your presentation. Now you need to improve in developing your
information sheet)
4. Indicates corrective procedures/action
Corrective action is pragmatic and possible. It gives students specific
actions in which they can manage to improve
(you have made errors in presenting your modules of instruction.
Please refer to module #1 and review how it should be presented)

5. Is given frequently & immediately

Provide more frequent, immediate feedback when you:

 Develop or select activities with built-in opportunities for feedback;
 Go around to monitor individual work making comments to trainees
performance;
 Provide examples and directions to trainees so they can self assess
 Use examples of ongoing trainee’s work to show all trainees
mistakes and corrections
 Use techniques during discussion to monitor the progress of all
learners

6. Is specific and descriptive

If your feedback is not specific and descriptive, it will not be helpful
to the trainee. It will only communicate a sense of goodness or
badness to the performance of the learner
(Mario, I want the way you develop your information sheet because
it is very informative)

7. Focuses on key errors

It is best to determine what the most significant error is or what
changes will be most helpful to the learner

8. Focuses on effort attribution

Effort attributions are helpful because they help establish a positive
self efficiency that communicate an ability to do work successfully.
It is specifically important for low performing trainees. Too often,
these participants develop attribution that they are successful for
some external reason (luck, trainors help, co-trainees assistance)

Guidelines in Giving Constructive Feedback

 All comments shall be based on observable behaviour and not
assumed motives or intents;
 Positive comments should be made first in order to give the trainees
confidence and gain his/her attention;
 Language should be descriptive of specific behaviours rather than
general comments indicating value judgements;
 Feedback should emphasize the sharing of information. There should
be opportunities for both parties to contribute
 Feedback should not be detailed and broad so as to overload the
trainees
 Feedback should deal with the behaviours the trainees can control
and change;
 Feedback requires the ability to tolerate the feeling of discomfort
Praise
Is a type of feedback that is very helpful to the trainee when it draws
attention to the trainees progress and performance in relation to
standards. As trainer, we should often use praise to our trainees’
performance so that he/she will be motivated to do the activities
consistently and with quality

Do’s and Don’ts of Effective Praise

DO’S DON’T
 Focus on specific  Focus on general or global
accomplishment achievements
 Attribute success to effort  Attribute success to luck or
and ability other’s help
 Praise spontaneously  Praise predictably
 Refer to prior achievement  Ignore prior achievement
 Individualize and use variety  Give the same praise to all
 Give praise immediately students
 Praise correct strategies  Give praise much later
leading to success  Ignore strategies
 Praise accurately with  Praise for under performance
credibility  Praise publicly
 Praise privately  Focus solely on current
 Focus on progress performance
 SELF CHECK 4.2-3

Instruction: Answer each question briefly and responsively.

1. Why is it important to give feedback to trainees?

2. What are the different types of feedback?

3. Enumerate the 8 characteristics of an effective feedback?

4. Give one guideline of constructive feedback?

5. How will you motivate your learner to perform his activities

consistently and with quality?
 MODEL ANSWER 4.2-3

1. Why is it important to give feedback to trainees?

Feedback is important to trainees for them to know how well they
are doing as they learn. This is because the knowledge that they
are doing well gives trainees a sense of achievement which
motivates them to learn more. Similarly, it is also important to let
trainees know when they have made a mistake so that they will
learn from it and take corrective measures.
2. What are the different types of feedback?
Constructive Feedback and Praise
3. Enumerate the 8 characteristic of an effective feedback?
 Relates performance to standards
 Relates performance to strategies
 Indicates progress
 Indicates corrective procedures/action
 Given frequently and immediately
 Specific and descriptive
 Focus on key error
 Focuses on effort attributions

4. Give one guideline of constructive feedback?

Positive comments should be made first in order to give the
students confidence and motivation.
5. How will you motivate your learner to perform his activities
consistently and with quality?
To motivate the trainee to perform his activities consistently and
with quality, the trainer must continuously give feedback.
 LEARNING OUTCOME NO. 3:

REVIEW AND EVALUATE WORK-BASED LEARNING

EFFECTIVENESS
Contents:
1. Work-based Evaluation Tools
2. Program Evaluation Analysis

Assessment Criteria:
1. Work performance and learning achievement are analyzed in
accordance with requirements
2. Trainees are encouraged to provide feedback on their learning
experience
3. The effectiveness of the work-based learning is evaluated against
the objectives
4. Improvements and changes to work-based learning are
recommended based on the review process
Conditions:
The student/trainee must be provided with the following:
1. Workplace location (simulated work-place)
2. Equipment
3. Computer
Training Materials
a. Learning Packages
b. Bond Papers
c. Ball Pens
d. Whiteboard Marker
e. Manuals
f. Competency Standard
g. Training Regulations

Assessment Method:

1. Written examination
2. Demonstration with oral questioning
3. Portfolio
 LEARNING EXPERIENCES

LEARNING OUTCOME (LO) 3

REVIEW AND EVALUATE WORK-BASED TRAINING EFFECTIVENESS

Learning Activities Special Instruction

Read Information Sheet 4.3-1 on

Work-based Evaluation Tools

Answer Self-Check 4.3-1

Compare your answer with
Answer Key 4.3-1

Read Information Sheet 4.3-2 on

Program Evaluation
Interpretation and Analysis

Answer Self-Check 4.3-2

Compare your answers with
Answer Key 4.3-2
 INFORMATION SHEET 4.3-1
Work-Based Training Evaluation Tools

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to;

1. Enumerate ways of evaluating the effectiveness of work-based
training;
2. explain how to prepare work-based training evaluation tools.

Program evaluation is very important in training because this will help

you gauge the success of the program. Evaluation will give information on
what aspect of the program needs improvement.
In this lesson, you will learn how to use questionnaires and other
evaluation tools.

Training Evaluation

Evaluation should be regularly done during and at the completion of

the training program. Evaluation measures trainee progress and provides
performance feedback to the instructor and the trainees that served to
reward success and identify needed improvement in trainee performance.
Trainees’s performance is also used to evaluate the effectiveness of the
training program.
One very important role of the trainer is to evaluate the training for its
improvement. The trainer should gather information for analysis of the
learning experience.
Below are some items to be considered in the training evaluation:

Review of the Training Plan

The trainer must review and evaluate his/her Training Plan and
identify the parts that were changed during the implementation. State the
reasons why these changes were necessary. This is a very important step in
improving your Training Plan for the succeeding training sessions. Reflect
these also in your session plan at the trainer’s reflection portion.
Evaluate Trainee’s Progress Report
The trainer shall evaluate the trainees’ performance and record
learning achievements in their individual progress sheet. From these, make
a summary of the trainee’s progress chart. Note the time required for the
trainees to accomplish each task and identify the areas where the trainees
had the most difficulty. From these, you can identify learning strategies that
can be used to improve learning of trainees.
Feedback from the Trainees
Feedback from the trainees is a very good source of information
regarding the implementation of the work-based training. Although, it is
very seldom that they would openly make comments on the way the training
was done, it would be very helpful if the trainer could accomplish a
questionnaire which the trainees answer at the end of the training session.
The questionnaire must be made simple to accomplish but must
include feedback regarding the trainer, learning activities or tasks, the
content, the resources provided and the assessment process to make it more
responsive to the areas to be assessed.
Sample evaluation questionnaires are recommended for use. You may
improve these questionnaires to include areas that may deem necessary for
the improvement of industry training.
For purposes of our discussion on how evaluate work-based training,
we shall be using these questionnaires as basis.
 TRAINING SESSION EVALUATION FORM
INSTRUCTIONS:
This post-training evaluation instrument is intended to measure how
satisfactorily your trainer has done his job during the whole duration of
your training. Please give your honest rating by checking on the
corresponding cell of your response. Your answers will be treated with
utmost confidentiality.

TRAINERS/INSTRUCTORS 1 2 3 4 5

Name of Trainer: ________________

1. Orients trainees about CBT, the use of

CBLM and the evaluation system

2. Discusses clearly the unit of competencies

and outcomes to be attained at the start of
every module

3. Exhibits mastery of the subject/course

he/she is teaching

4. Motivates and elicits active participation

from the students or trainees

5. Keeps records of evidence/s of competency

attainment of each student/trainees

6. Instill value of safety and orderliness in the

classrooms and workshops

7. Instills the value of teamwork and positive

work values

8. Instills good grooming and hygiene

9. Instills value of time

10. Quality of voice while teaching

11. Clarity of language/dialect used in

teaching

12. Provides extra attention to trainees and

 students with specific learning needs

13. Attends classes regularly and promptly

14. Shows energy and enthusiasm while

teaching

15. Maximizes use of training supplies and

materials

16. Dresses appropriately

17. Shows empathy

18. Demonstrates self-control

 This post-training evaluation instrument is intended to measure how
satisfactorily your trainer prepared and facilitated your training. Please give
your honest rating by checking on the corresponding cell of your response.
Your answers will be treated with utmost confidentiality.
Use the following rating scales:
5 - Outstanding
4 - Very Good/Very Satisfactory
3 – Good/Adequate
2 – Fair/Satisfactory
1 – Poor/Unsatisfactory

PREPARATION 1 2 3 4 5
1. Workshop layout conforms with the
components of a CBT workshop
2. Number of CBLM is sufficient

3. Objectives of every training session is well

explained
4. Expected activities/outputs are clarified
DESIGN AND DELIVERY 1 2 3 4 5
1. Course contents are sufficient to attain
objectives
2. CBLM are logically organized and
presented
3. Information Sheet are comprehensive in
providing the required knowledge
4. Examples, illustrations and
demonstrations help you learn
5. Practice exercises like Task/Job Sheets are
sufficient to learn required skills
6. Valuable knowledge are learned through
the contents of the course
7. Training Methodologies are effective
8. Assessment Methods and evaluation
system are suitable for the trainees and
the competency
9. Recording of achievements and
competencies acquired is prompt and
comprehensive
10. Feedback about the performance of
learners are given immediately
 TRAINING FACILITIES/RESOURCES 1 2 3 4 5

1. Training Resources are adequate

2. Training Venue is conducive and
appropriate
3. Equipment, Supplies, and Materials are
Sufficient
4. Equipment, Supplies and Materials are
suitable and appropriate
5. Promptness in providing Supplies and
Materials
SUPPORT STAFF 1 2 3 4 5

1. Support Staff are accommodating

Comments/Suggestions:

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________
1. Self Evaluation

The trainer shall design a self-evaluation questionnaire that

he/she shall answer after the conduct of the training. This shall serve
as a checklist of what he/she must do. A short sample is given below.

During the session, did I? Yes No

1. Establish an atmosphere of trust?
2. Encourage participation of the
trainees?
3. Assist the trainees when they needed
assistance?
4. Consider the feedback of trainees?
5. Remain aware of non verbal
communication?
6. Praise effort?
7. Summarize key points?
8. Vary activities and tasks to aid
attainment of competency?
9. Provide opportunities for practice?
10. Achieve the learning objectives?

Sample questions that the trainer could answer:

1. Were there any parts of the session which did not run as expected?
Why?
2. Did any unexpected problem arise? Did I deal with them correctly?
3. Were the session outcomes achieved? If not, why?
4. Should anything be changed for the next training sessions?
 SELF-CHECK 4.3-2

Instructions: Answer the following questions briefly and

responsively.

1. Why is Training Evaluation important?

2. What are the ways in evaluating training?

3. How can you encourage feedback from the trainees?

4. Why is there a need to summarize trainees progress

chart/report?
 MODEL ANSWER 4.3-2

1. Why is Training Evaluation important?

Training evaluation is important because it measures
trainee progress and provides performance feedback to the
instructor and the trainees and identifies needed improvement
in trainee performance. It would also serve as input in the
delivery of the training.

2. What are the ways in evaluating training?

 Review of the Training Plan

 Summarize Trainee’s Progress Report
 Feedback from the Trainees
 Self Evaluation

3. How can you encourage feedback from the trainees?

To encourage trainees to give their feedback, it would be

very helpful if the trainer could prepare a questionnaire which
the trainees answer at the end of the training session

4. Why is there a need to summarize trainees’ progress

chart/report?

The summary could provide the trainer the data on required

time for the trainees to accomplish each task and identify the
areas where the trainees had the most difficulty, thus learning
strategies that can be identified to improve learning of trainees.
 The Supervised Industry Training or On the Job Training Evaluation
Form below is a sample evaluation for to evaluate the implementation of SIT
and OJT. It is recommended that this evaluation form be used and
improved so that appropriate areas to be evaluated are covered.

SUPERVISED INDUSTRY TRAINING OR ON THE JOB

TRAINING EVALUATION FORM

Dear Trainees:
The following questionnaire is designed to evaluate the effectiveness of the
Supervised Industry Training (SIT) or On the Job Training (OJT) you had
with the Industry Partners of (your institution). Please check ( ) the
appropriate box corresponding to your rating for each question asked. The
results of this evaluation shall serve as a basis for improving the design and
management of the SIT in SICAT to maximize the benefits of the said
Program. Thank you for your cooperation.
Legend:
5 – Outstanding
4 – Very Good/ Very Satisfactory
3 – Good/Adequate
2 – Fair/ Satisfactory
1 – Poor/Unsatisfactory
NA – not applicable

Item Question Ratings

No.

N
INSTITUTIONAL EVALUATION 1 2 3 4 5
A

Has (your institution) conducted an

orientation about the SIT/OJT program, the
1
requirements and preparations needed and
its expectations?

Has (your institution) the provided the

necessary assistance such as referrals or
2
recommendations in finding the company
for your OJT?
 Has (your institution)showed coordination
3 with the Industry partner in the design and
supervision of your SIT/OJT?

Has your in-school training adequate to

4 undertake Industry partner assignment and
its challenges?

Has (your institution) monitored your

5
progress in the Industry?

Has the supervision been effective in

6 achieving your OJT objectives and providing
feedbacks when necessary?

Did (your institution) conduct assessment of

7
your SIT/OJT program upon completion?

Were you provided with the results of the

8 Industry and (your institution)’s assessment
of your OJT?

Comments/Suggestions:
Item Question Ratings
No.

INDUSTRY PARTNER 1 2 3 4 5 NA

Was the Industry partner appropriate for

1 your type of training required and/or
desired?

Has the industry partner designed the

2 training to meet your objectives and
expectations?

Has the industry partner showed

3 coordination with (your institution) in the
design and supervision of the SIT/OJT?

Has the Industry Partner and its staff

4 welcomed you and treated you with
respect and understanding?

Has the industry partner facilitated the

training, including the provision of the
5 necessary resources such as facilities and
equipment needed to achieve your OJT
objectives?

Has the Industry Partner assigned a

6 supervisor to oversee your work or
training?

Was the supervisor effective in

7 supervising you through regular meetings,
consultations and advise?

Has the training provided you with the

necessary technical and administrative
8
exposure of real world problems and
practices?

Has the training program allowed you to

9 develop self-confidence, self motivation
and positive attitude towards work?

Has the experience improved your

10
personal skills and human relations?
 Are you satisfied with your training in the
11
Industry?

Comments/Suggestions:

Signature: ________________
Printed Name: _____________________ Qualification: _______________________
Host Industry Partner ____________ Supervisor: ________________________
Period of Training: _______________ Instructor: ___________________________
 INFORMATION SHEET 4.3-2
Program Evaluation Interpretation and Analysis

Learning Objective:

After reading this INFORMATION SHEET, YOU MUST be able to

1. interpret the evaluation result; and
2. analyze evaluation results

Evaluation tools are effective instruments of evaluation. Its

interpretation and analysis are equally important.

In this lesson you will learn how to interpret and analyze data.

Analyzing and Interpreting Data

Once the evaluation tools has been administered, it is now the time to
analyze and interpret the data collected. Analyzing quantitative and
qualitative data is often the topic of advanced research and evaluation
methods. There are certain basics which can help to make sense of reams of
data.
When analyzing data (whether from questionnaires, interviews, focus
groups, or whatever), always start from review of your evaluation goals, i.e.,
the reason you undertook the evaluation in the first place. This will help you
organize your data and focus your analysis. For example, if you wanted to
improve your program by identifying its strengths and weaknesses, you can
organize data into program strengths, weaknesses and suggestions to
improve the program. If you wanted to fully understand how your program
works, you could organize data in the chronological order in which clients go
through your program. If you are conducting an outcomes-based evaluation,
you can categorize data according to the indicators for each outcome.
1. Make copies of your data and store the master copy away. Use the
Basic analysis of "quantitative" information (for information other than
commentary, e.g., ratings, rankings, yes's, no's, etc.):
copy for making edits, cutting and pasting, etc.
2. Tabulate the information, i.e., add up the number of ratings,
rankings, yes's, no's for each question.
3. For ratings and rankings, consider computing a mean, or average,
for each question. For example, "For question #1, the average
ranking was 2.4". This is more meaningful than indicating, e.g.,
how many respondents ranked 1, 2, or 3.
How to compute the average or the mean:
1. Add the points per item per rater
2. Divide the sum by the total number of raters

Example:

Rater Rating for Item 1 Rating for Item 2

Rater A 3
Rater B 4
Rater C 5
Rater D 2
Rater E 4

Total points = 18

Number of Rater = 5

Computing for the Average or Mean

Total Points
Average =
Number of Rater

18
Average =
5

Average = 3.6

Revision # 01
Consider conveying the range of answers, e.g., 20 people ranked "1", 30
ranked "2", and 20 people ranked "3".

Sample range:

0.00 - 1.49 = Poor/Unsatisfactory

1.50 - 2.49 = Fair/ Adequate

2.50 - 3.49 = Good/Satisfactory

3.50 - 4.49 = Very Good/Very Satisfactory

4.50 - 5.0 = Outstanding

Basic analysis of "qualitative" information (respondents' verbal

answers in interviews, focus groups, or written commentary on
questionnaires):

1. Read through all the data.

2. Organize comments into similar categories, e.g., concerns,
suggestions, strengths, weaknesses, similar experiences, program
inputs, recommendations, outputs, outcome indicators, etc.
3. Label the categories or themes, e.g., concerns, suggestions, etc.
4. Attempt to identify patterns, or associations and causal
relationships in the themes, e.g., all people who attended programs
in the evening had similar concerns, most people came from the
same geographic area, most people were in the same salary range,
what processes or events respondents experience during the
program, etc.
5. Keep all commentary for several years after completion in case it
shall be needed for future reference.

Interpreting Information:

1. Attempt to put the information in perspective, e.g., compare results

to what you expected in the following categories: like
trainers/instructors pre-training activity, preparation of facilities,
design and delivery, training facilities and resources, management
 of program staff like support staff; indicate the description of the
program's experiences, strengths, weaknesses, etc. (especially if
you're conducting a process evaluation).
2. Consider recommendations to help program staff improve the
program, conclusions about program operations or meeting goals,
etc.
3. Record conclusions and recommendations in a report document,
and associate interpretations to justify your conclusions or
recommendations.
4. Submit recommendations to the supervisor/administrator, as
needed.
 TASK SHEET 4.3-2
Title : Interpret and Analyze Program Evaluation

Performance Objective:
Given a hypothetical data, you should be able to interpret and
analyze data, using the 5 point likert scale.

Supplies : Bond Paper

Equipment : PC, Printer with Ink

Reference/s : Discussion on Work-Based Training

Steps/Procedures :
1. Ask your facilitator for the hypothetical data that you will
interpret.
2. Interpret the data using simple averages.
3. Complete the summary table of results.
4. Analyze the data using the 5 point likert scale.
5. Make recommendations based on the results.

Assessment Method:
Portfolio Assessment, Questioning
RATER A

PREPARATION 1 2 3 4 5
1. Workshop layout conforms with x
the components of a CBT
workshop
2. Number of CBLM is sufficient
x
3. Objectives of every training
x
session is well explained
4. Expected activities/outputs are
x
clarified

RATER B

PREPARATION 1 2 3 4 5
1. Workshop layout conforms with
x
the components of a CBT
workshop
2. Number of CBLM is sufficient x
3. Objectives of every training x
session is well explained
4. Expected activities/outputs are x
clarified

RATER C

PREPARATION 1 2 3 4 5
1. Workshop layout conforms with
x
the components of a CBT
workshop
2. Number of CBLM is sufficient x
3. Objectives of every training x
session is well explained
4. Expected activities/outputs are x
clarified
Average Ratings

PREPARATION Average
1. Workshop layout conforms
with the components of a
CBT workshop
2. Number of CBLM is
sufficient
3. Objectives of every training
session is well explained
4. Expected activities/outputs
are clarified
General Average
Range:
0.00 - 1.49 = Poor/Unsatisfactory

1.50 - 2.49 = Fair/ Adequate

2.50 - 3.49 = Good/Satisfactory

3.50 - 4.49 = Very Good/Very Satisfactory

4.50 - 5.0 = Outstanding

General Interpretation:

_____________________________________________________________________

_____________________________________________________________________

_____________________________________________________________________

Recommendation:
___________________________________________________________________
____________________________________________________________________
___________________________________________________________________
____________________________________________________________________
 BIBLIOGRAPHY

Tinio, Eloisa P., ed. TM Learning Modules , Philippines

The Dual Training System in the Philippines.(May 7, 2010) Retrieved

(March 2012) from www.tesda.gov.ph

Republic Act. No. 7686.(February 25,1994) Retrieved (March 2012) from

http://www.chanrobles.com/republicactno7686.htm
“Basic Guide to Program Evaluation.” (n.d.) Retrieved (July 2010) from
at http://managementhelp.org/evaluatn/fnl_eval.htm

“Providing Feedback .”(n.d) Retrieved (January 2012) from

http://www.oucom.ohiou.edu/fd/feedback.htm

“What is a Training Plan? (n.d) Retrieved (January 2012) from

http://www.skills.vic.gov.au/for-business/recruiting/training/plan

“ Student Career Experience Program (SCEP)”. (n.d.) Retrieved (July

2011) from http://www.fms.treas.gov/hrd/students/scep.html
 Technical Education and Skills Development Authority
National TVET Trainers Academy

VALIDATION OF COMPETENCY-BASED LEARNING MATERIALS (CBLMs)

QUESTIONNAIRE

Introduction:
The National TVET Trainers Academy (NTTA) of the Technical Education and Skills
Development Authority (TESDA) is undertaking continuous validation of the herein contained
Competency-Based Learning Materials (CBLMs), through their actual use, for purposes of
improving the CBLMs.
The users of these CBLMs are encouraged to give their valuable comments and
recommendations to meet the given purpose. The patience and diligence of the users in
answering every item of the questionnaire are requested. All responses shall be treated with
confidentiality. As found acceptable, the indicated comments and recommendations would
be considered in the process of improvement of the materials.

Instruction:
The questionnaire is divided into two parts. Part I requires a more detailed and in-
depth analysis of the materials in order to obtain important notes which would greatly
contribute to their improvement. Part II is more general in approach in gathering comments
on the CBLMs.
Please tick the box corresponding to your answer. If you tick NO, please write your
comments, suggestions and observations on the space provided.
Please accomplish the Validation Instrument and submit to your trainer/facilitator at
the end of the training.

Module Title :_____________________________________________________

Name:______________________________________________________________
Last First M.I.
Position/Designation:_________No. of Years of Experience as Trainer ___________
Title of Qualifications Earned:____________________________________________
Educational
Attainment:_______________________________________________________
Training Institution/ Company____________________________________________
Address: __________________________________________________________
Tel/CP Nos. __________________ E-mail Address: _________________________
Signature:______________________________Date:________________________
PART I
Please check the appropriate box. Aside from the correctness and orderliness of the
materials, please write on the space provided your specific comments, suggestion and
observation especially when you check the box corresponding to the NO reply.

1) COVER PAGE:
Does the Cover Page supplies enough information to immediately recognize that the
material is a CBLM?

YES NO

If the answer is NO, please indicate your suggestion/observation.

COVER
PAGE:______________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

___________________________________________________________________________

2) Table of Content: Are all the materials inside the package listed
down in correct sequential order ? YES NO
_______________________________________________________

_______________________________________________________

3) CBLM User’s Guide: Does the CBLM User’s Guide give clear
direction on how to use the CBLM? YES NO
_______________________________________________________

_______________________________________________________

4) List of Competency: Does this page inform and guide you on

the scope of the material and give you a comprehensive top down YES NO
perspective of the whole program?
_______________________________________________________
_______________________________________________________

5) Module Content: Does this page help you understand the different activities of the
module which conforms to the requirement of the competency standard/competency-
based curriculum?

YES
If NO, please specify which part of the Module Content NOT
NO helpful to you and give us your suggestion.

__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________

6) Competency Summary: Does this material give you clear introduction and description
of the unit of competency you are about to learn, including the Learning Outcomes and
Assessment Criteria?

YES
If NO, please specify which part of the Competency Summary
NO not clear to you and give us your suggestion.

__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________

7) Learning Outcome Summary: Does the content of the Learning Outcome Summary
give you a clear outline of the Contents, Performance Criteria, Condition and Assessment
Method that would take place in a given Learning Outcome?

YES
If NO, please specify which part of the Learning Outcome
NO Summary is not clear to you and give us your suggestion.

__________________________________________________________________________
__________________________________________________________________________
__________________________________________________________________________

8) Learning Experience: Does the content of this page give you a clear and sequential
guide to the activities in a specific Learning Outcome?
 YES
If NO, please specify which part of the Learning Experience is
NO not clear and in order.

__________________________________________________________________________
__________________________________________________________________________

9) Are the Information Sheets readable, easy to understand and address the knowledge
requirements of the specific Learning Outcome?

YES
If NO, please specify which Information Sheet is not an
NO appropriate learning content.

___________________________________________________________________________
___________________________________________________________________________
__________________________________________________________________________

10) Are the Information Sheets sufficient to attain the knowledge required in the
assessment criteria of the specific Learning Outcome?
If not, please write the missing content on the spaces YES NO
provided below.

LO1:_______________________________________________________________________

LO2:_______________________________________________________________________

LO3:_______________________________________________________________________

11) Are the prepared Self-Checks have clear direction and relevant test items to measure
the knowledge learned in the information sheet?

YES
If NO, please specify which Self-check do not have clear direction
NO and relevant test items.

___________________________________________________________________________
___________________________________________________________________________
______________________________________________________________________

12) Are the Task/Operation/Job Sheets in appropriate sequence, easy to understand and
would help in the attainment of the skills necessary for the learning outcome?

YES
If NO, please specify which Task/Operation/Job Sheet is:
NO
NOT In appropriate
sequence.___________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

NOT easy to understand_______________________________________________________

___________________________________________________________________________
___________________________________________________________________________

would NOT help in the attainment of the skills necessary for the learning outcome
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

13) Are the Task/Operation/Job Sheets sufficient to attain the skills required in the
assessment criteria of each learning outcome?

YES
If NO, please specify which Task/Operation/Job Sheet should be
NO included in the LOs below:

LO1:_______________________________________________________________________
LO2:_______________________________________________________________________
LO3:_______________________________________________________________________

14) Are the Procedural/Performance Criteria Checklists valid, sufficient and available for
every Operation/Task/Job Sheets?

YES
If NO, please specify the appropriate Procedural/Performance Criteria
NO Checklist.

___________________________________________________________________________
___________________________________________________________________________
15) Is the list of references/ bibliography of materials for further readings or
Acknowledgement page included in this package?

YES
If NO, please specify which module does NOT have the
NO Bibliography or Acknowledgement page

___________________________________________________________________________
___________________________________________________________________________

PART II

Competency-Based Learning Unit of Competency:

Materials Checklist
Directions: Rate the CBLM against
each of the following criteria. Place a Title of Module:
tick [ / ] in the NO or YES box beside
each item to indicate how well the
materials meet the criterion. Title of LO:

Yes No Comments

1. The learning materials contain the

following basic components:

a. clear directions for using the

learning materials or self explanatory
format

b. a rationale or introduction
explaining the purpose and
importance of the skill or knowledge
being covered.

c. a competency statement of learning

outcomes

d. clear, complete explanations of the

activities to be completed in order to
achieve each learning outcomes

e. instructions sheet or reference to

other resources/references
 containing the needed information

f. device for immediate feedback

g. a performance checklist designed to

measure actual student performance
of the competency

2. The learning materials also contain the

following components:

a. listing of prerequisites

b. definition of terms

c. Job sheets/Task Sheets

d. Self-checks

d. assessment instrument

3. The learning material either includes all

necessary materials or clearly specifies
what outside materials are needed

4. The learning material contains a variety

of activities to suit a range of learning
abilities and style

5. The learning materials provides

opportunities for trainees to interact
with peers, trainer, and others

6. Supplementary enrichment activities are

provided to meet the needs and interest
of the trainees.

Other Comments/Suggestions:
___________________________________________________________________________
___________________________________________________________________________
___________________________________________________________________________

Thank you for your patience and diligence in answering every item
of the questionnaire, as requested.
 The Competency-Based Learning Materials contained herein
support the development of the competency Supervise Work-Based
Learning, which is one of the competencies of a Technical Education and
Skills Development trainer under the Deliver Training Session competency
of the Trainers Methodology Level I Qualification, in reference to the
Philippine TVET Trainers Qualification Framework.
The PTTQF is the system that establishes the structure and
specifies the competency standards, as bases for certification of TESD
trainers given different roles and qualification levels as follows: TM Level I:
Trainer/Assessor; TM Level II: Training Designer/Developer; TM Level III:
Training Mentor; and TM Level IV: Master Trainer.
The competencies under the TM Level I Qualification include the
following:
Deliver Training Session
• Plan Training Sessions;
• Facilitate Learning Sessions;
• Supervise Work-Based Learning;
• Utilize Electronic Media in Facilitating Training;
• Maintain Training Facilities; and

Conduct Competency Assessment.

Likewise, it constantly provides its counterparts with technical assistance to standardize training delivery, thus
ascertain program quality.

[email protected]