Self-Assessment Checklist FORM 4.1 Self - Assessment Checklist INSTRUCTIONS: This Self-Check Instrument Will Give The Trainer Necessary

SELF-ASSESSMENT CHECKLIST
FORM 4.1
Self - Assessment Checklist
INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary
data or information which is essential in planning training
sessions. Please check the appropriate box of your
answer to the questions below.
Basic Competencies YES NO

CAN I…?
1. Lead workplace communication
1.1 Communicate information about workplace processes /
1.2 Lead workplace discussions /
1.3 Identify and communicate issues arising in the /
workplace
2. Lead small teams
2.1 Provide team leadership /
2.2 Assign responsibilities among members /
2.3 Set performance expectation for team members /
2.4 Supervise team performance /
3. Develop and practice negotiable skills
3.1 Identify relevant information in planning negotiations /
3.2 Participate in negotiations /
3.3 Document areas for agreement /
4. Solve workplace problem related to work activities
4.1 Explain the analytical techniques /
4.2 Identify the problem /
4.3 Determine the possible causes of the problem /
5. Use mathematical concepts and techniques
5.1 Explain the analytical techniques /
Date Developed: Document No.

BOOKKEEPING May 2019 Issued by:
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STII Financial Rona Rose D.
Report Capitania
5.2 Identify mathematical tools and techniques to solve /
problem
5.3 Apply mathematical procedures/solution /
5.4 Analyze the results /
6. Use relevant technologies
6.1 Identify appropriate technology /
6.2 Apply relevant technology /
6.3 Maintain/enhance relevant technology /
Common Competencies YES NO

CAN I…?
1. Maintain an effective relationship with
clients/customers
1.1 Maintain a professional image /
1.2 Meet client/customer requirements /
1.3 Build credibility with customers/clients /
2. Manage own performance
2.1 Identify tasks accurately /
2.2 Allocate priority to each task /
2.3 Allocate time lines to each task /
2.4 Meet and comply deadlines /
2.5 Know and comply with work schedules /
2.6 Develop work plans /
2.7 Monitor personal performance /
2.8 Get advice and guidance from management /
2.9 Apply guidance from management /
2.10 Clarify standard of work /
3. Apply quality standards
3.1 Assess clients /

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3.2 Assess own work /
3.3 Engage in quality improvement /
4. Perform computer operations
4.1 Identify and explain the functions, general features /
and capabilities of both hardware and software
4.2 Prepare and use appropriate hardware and software /
according to task requirement
4.3 Use appropriate devices and procedures to transfer /
files/data
4.4 Produce accurate and complete data according to the /
requirements
CORE COMPETENCIES YES NO

CAN I…?
1. JOURNALIZE TRANSACTIONS
1.1 Prepare chart of accounts /
1.2 Analyze documents /
1.3 Prepare journal entry /
2. POST TRANSACTIONS
2.1 Prepare ledger /
2.2 Transfer journal entries /
2.3 Summarize ledger /
3. PREPARE TRIAL BALANCE
3.1 List account titles /
3.2 Transfer balances from the ledger /
3.3 Summarize trial balance /
4. PREPARE FINANCIAL REPORTS
4.1 Prepare financial statements /
4.2 Analyze financial statements /
5. REVIEW INTERNAL CONTROL SYSTEM

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5.1 Check policy compliance /
5.2 Prepare policy compliance report /
Form 4.2:
DETERMINING AND VALIDATING TRAINEES CURRENT
COMPETENCY/IES
Current
Proof/Evidence Means of validating
competencies
1. Journalize Transactions
1.1 Prepare chart of Submitted an authenticated
accounts Certificate of copy of Certificate of

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Achievement
Achievement
Submitted an authenticated
1.2. Analyze Certificate of
copy of Certificate of
documents Achievement
Achievement
1.3 Prepare journal Certificate of
entry Achievement
Achievement
2. Post Transactions
Certificate of
2.1. Prepare ledger copy of Certificate of
Achievement
Achievement
2.2 Transfer journal Certificate of
entries Achievement
Achievement
Certificate of
2.3.Summarize ledger copy of Certificate of
Achievement
Achievement
3. Prepare Trial Balance
Certificate of
3.1 List of Account copy of Certificate of
Achievement
Titles Achievement
Certificate of
3.2 Transfer balances Achievement
Achievement
from the ledger
Certificate of
3.3 Summarize Trial Achievement
Achievement
balance
4.Prepare Financial Reports
4.1.Prepare financial Certificate of
statements Achievement
Achievement
4.2. Analyze financial Certificate of
statement Achievement
Achievement
5.Review Internal Control System
5.1. Check policy Certificate of Submitted an authenticated

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compliance Achievement
Achievement
5.2. Prepare policy Certificate of
compliance report Achievement
Achievement
FORM 4.3
COMPARING AND CROSS MATCHING OF COMPETENCIES
From the accomplished Self-Assessment Check (Form 1.1) and the evidences
of current competencies (Form 1.2), the Trainer will be able to identify what
the training needs of the prospective trainee are.
Summary of Current Competencies versus Required Competencies
(sample)

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Required Units of Training
Competency/Learning Gaps/Requireme
Current Competencies
Outcomes based on CBC nts
1. JOURNALIZE TRANSACTIONS
1.1 Prepare chart of Prepare chart of
accounts accounts
1.2 Analyze documents Analyze documents
1.3 Prepare journal entry Prepare journal entry
2. POST TRANSACTIONS
2.1 Prepare ledger Prepare ledger
2.2 Transfer journal entries Transfer journal entries
2.3 Summarize ledger Summarize ledger
3.PREPARE TRIAL BALANCE

3.1 List account titles List account titles
3.2 Transfer balances from Transfer balances from
the ledger the ledger
Summarize trial
3.3 Summarize trial balance
balance
4.PREPARE FINANCIAL REPORTS

4.1 Prepare financial Prepare financial
statements statements
4.2 Analyze financial Analyze financial Analyze financial

statements statements statements
5. REVIEW INTERNAL CONTROL SYSTEM

Check policy
5.1 Check policy compliance compliance
5.2 Prepare policy Prepare policy
compliance report compliance report

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FORM 4.4
SUMMARY OF CURRENT COMPETENCIES VERSUS REQUIRED
COMPETENCIES
Training Needs Module Title/Module of

(Learning Outcomes) Instruction
Preparing Financial
Prepare Financial Statements Statements

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TRAINING PLAN
QUALIFICATION: BOOKKEEPING NCIII
Trainees’ Facilities/ Date
Training Mode of Assessment
Training Staff Tools and Venue and
Activity/Task Training Method
Requirements Equipment Time
1.Journal 1. Prepare chart Internship Trainer: -Calculator Bank of  Observation June
Transactions of accounts Rona Rose D. -Pencil the and oral 16,
2. Analyze Capitania questioning 2019
-Ball pen Philippine
documents Training  Demonstration 8:00AM
3. Prepare Coordinator: -Eraser Island
 Written to
journal entry Christian Ching -Paper
 Portfolio 5:00PM
Supervisor:
Macky A. Larubis
Trainee:
Josephine S.
Alcaria
2.Post 1. Prepare Internship Trainer: -Calculator Bank of  Observation June
Transactions Ledger Rona Rose D. -Pencil the and oral 16,
2. Transfer Capitania -Ball pen Philippine questioning 2019
journal entries Training Island  Demonstration 8:00AM
-Eraser
3. Summarize Coordinator:  Written
Trial balance Christian Ching -Paper to
 Portfolio

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Supervisor: 5:00PM
Macky A. Larubis
Trainee:
Josephine S.
Alcaria
3. Prepare 1. List account Internship Trainer: -Calculator Bank of  Observation June
Trial Balance Titles Rona Rose D. -Pencil the and oral 16,
2. Transfer Capitania -Ball pen Philippine questioning 2019
balances from Training Island  Demonstration 8:00AM
-Eraser
the ledger Coordinator:  Written
3. Summarize Christian Ching -Paper to
 Portfolio
trial balance Supervisor: 5:00PM
Macky A. Larubis
Trainee:
Josephine S.
Alcaria a
4. Prepare 1. Prepare Internship Trainer: -Calculator Bank of  Observation June
Financial financial Rona Rose D. -Pencil the and oral 16,
Report statements Capitania -Ball pen Philippine questioning 2019
2. Analyze Training Island  Demonstration 8:00AM
-Eraser
financial Coordinator:  Written
-Paper to

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Statements Christian Ching  Portfolio 5:00PM
Supervisor:
Macky A. Larubis
Trainee:
Josephine S.
Alcaria
5. Review 1.Check policy Trainer: -Calculator Bank of  Observation June
Internal Compliance Internship Rona Rose D. -Pencil the and oral 16,
control system 2. Prepare Capitania Philippine questioning
policy -Ball pen Island  Demonstration 2019
compliance Training  Written
-Eraser 8:00AM
report Coordinator:  Portfolio
-Paper to
Christian Ching
Supervisor: 5:00PM
Macky A. Larubis
Trainee:
Josephine S.
Alcaria
Prepared by:

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Rona Rose D. Capitania
Trainer
TRAINEE’S PROGRESS SHEET
NAME: JOSEPHINE S. ALCARIA TRAINER: RONA ROSE D. CAPITANIA

QUALIFICATIONS: BOOKKEEPING NC III NOMINAL DURATION: 248
Units of Training Date Date Trainee’s Supervisor

Training Activity Rating
Competency Duration Started Finished Initial ’s Initial
1.Journal 1. Prepare chart of accounts Josephine S.
May 24, May 27, Macky
Transactions 2. Analyze documents 16 hours Competent Alcaria
2019 2019 Larubis
3. Prepare journal entry
2. Post 1. Prepare Ledger Josephine S.
Transactions May 28, May 30, Alcaria Macky
2. Transfer journal entries 16 hours Competent
2019 2019 Larubis
3. Summarize Trial balance

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3. Prepare 1. List account Titles Josephine S.
Trial Balance 2. Transfer balances from June 1, Alcaria Macky
16 hours June 3, 2019 Competent
the ledger 2019 Larubis
3. Summarize trial balance
4. Prepare 1. Prepare financial Josephine S.
Financial statements June 4, Alcaria Macky
16 hours June 7, 2019 Competent
Reports 2. Analyze financial 2019 Larubis
Statements
5. Review Josephine S.
1.Check policy Compliance June 8, June 12, Macky
Internal 16 hours Competent Alcaria
2. Prepare policy compliance 2019 2019 Larubis
Control
report
System
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

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TRAINEE’S RECORD BOOK
Trainee’s No. 000 - 0001
NAME : JOSEPHINE S. ALCARIA
QUALIFICATION : BOOKKEEPING NC III
TRAINING DURATION : 16 HOURS
SIBUGAY TECHNICAL INSTITUTE INCORPORATED TRAINER: RONA ROSE D. CAPITANIA

Lower Taway, Ipil, Zamboanga Sibugay
Instructions:

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It is of great importance that the content should
This Trainees’ Record Book (TRB) is intended to be written legibly on ink. Avoid any corrections or
serve as record of all accomplishment/task/activities erasures and maintain the cleanliness of this record.
while undergoing training in the industry. It will
eventually become evidence that can be submitted for This will be collected by your trainer and submit
portfolio assessment and for whatever purpose it will the same to the Vocational Instruction Supervisor (VIS)
serve you. It is therefore important that all its contents and shall form part of the permanent trainee’s
are viably entered by both the trainees and instructor. document on file.
The Trainees’ Record Book contains all the

required competencies in your chosen qualification. All THANK Y0U.
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.

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NOTES:
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Unit of Competency: JOURNALIZE entry business
TRANSACTIONS based on client
information
Learning Task/Activity
 Prepare list of
Outcome Required Accomplished
asset, liability,
Prepare  Determine the equity, income,
chart of Nature of and expense
accounts business based account titles
on client are in
Li
information accordance
 Prepare list of with industry
asset, liability, practices
equity, income,  Prepare
and expense Accounting
account titles manual in
in accordance accordance
with industry with industry
practices practice
 Prepare  Gathered,
Accounting checked and
manual is verified all
prepared in documents in
accordance accordance
with industry with
practice verification and
Analyze  Gathered, validation
document checked and processes
verified all  Select Account
documents in titles in
accordance accordance
with with standard
verification and selection
validation processes
process
 Prepare
 Select Account Journals in
titles in accordance
accordance with industry
with standard practice and
selection generally
processes accepted
Prepare  Determine the accounting
journal Nature of principles/Phili
ppine Financial

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Reporting and equity
Standards for account titles
transactions in accordance
and events with the Chart
 Determine of Accounts
Debit account  Prepare Ledger
titles in for the list of
accordance income and
with chart of expense
accounts account titles
 Determine in accordance
Credit account with the Chart
titles in of Accounts
accordance
Transfer  Transfer
with chart of
journal Journal
accounts
entries entries in
 Prepare
chronologic
Explanation to
al order
journal entry in
 Do Postings
accordance
with 100%
with the nature
accuracy
of transaction
 Prepare Summariz  Add Debits
Journal entries e ledger & Credits
with 100% for each
accuracy ledger
account
Josephine S. Alcaria correctly
Rona Rose D. Capitania  Extract
Balances
Trainee’s Signature with 100%
Trainer’s Signature accuracy.
Unit of Competency: POST Josephine S. Alcaria

TRANSACTIONS Rona Rose D. Capitania
Trainee’s Signature
Learning Task/Activity Trainer’s Signature
Prepare  Prepare Ledger
ledger for the list of
Ors asset, liability,

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Summarize  Total Debits
trial balance and credits
with 100%
accuracy
 Extract Trial
Balances
 with 100%
accuracy.
Unit of Competency: PREPARE Josephine S. Alcaria

TRIAL BALANCE
Learning Task/Activity Trainer’s Signature
List account  List Asset,
titles liability, and
equity account
titles in
accordance
with Chart of
Account
 List Income
and expense Unit of Competency: PREPARE
account titles FINANCIAL REPORTS
in accordance Learning Task/Activity Date
with Chart of
Outcome Required Accomplish
Account
Analyze  Analyze
Transfer  Transfer
financial Financial
balances Asset, liability,
statements Statements in
from the and equity
accordance with
ledger balances in
prescribed forma
accordance
 Prepare Report
with Chart of
on financial
Accounts
analysis in
 Transfer
accordance with
Income and
industry
expense
requirements.
balances are
in accordance
with Chart of
Accounts

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Josephine S. Alcaria Trainee’s Signature
Trainer’s Signature
Trainer’s Signature
Unit of Competency: REVIEW

INTERNAL CONTROL SYSTEM
Learning Task/Activity Required
Outcome
Check  Prepare/update
policy Internal control manual
compliance in accordance with
industry practice
 Check and validate
Compliance is in
accordance with the
internal control system
Prepare  Prepare Policy
policy compliance reports in
compliance accordance with the
report internal control system
 Submit Policy
compliance reports to
management for
validation.
 Fill out Policy
compliance reports for
future reference.
Josephine S. Alcaria
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SUPERVISED INDUSTRY TRAINING OR ON THE JOB TRAINING
EVALUATION
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 Partner of PTC-ZN. Please check
(/) the appropriate box corresponding to your rating for each question
asked. The result 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.
INSTITUTIONAL EVALUATION 1 2 3 4 5 NA
1. Has Sibugay Technical Institute

Incorporated conducted an orientation
about the SIT/OJT program, the
requirements and the preparations /
needed and its expectations?
2. Has Sibugay Technical Institute

Incorporated provided the necessary
assistance such as referrals or
recommendation in finding the company /
for your OJT?

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Has Sibugay Technical Institute
3.. Incorporated showed coordination 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 challenges?
5. Has Sibugay technical Institute /

Incorporated monitored your progress in
the Industry?
6. Has the supervision been effective in /

achieving your OJT objectives and
providing feedbacks when necessary?
7. Did Sibugay Technical Institute /

Incorporated conduct assessment of your
SIT/OJT program upon completion?
8. Were you provided with the results of the /

Industry and Sibugay technical Institute
Incorporated assessment of your OJT?
Comments/Suggestions: The STII as the Industry partner provides

better opportunities and they are well organized.

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Item QUESTION Ratings
No.
INDUSTRY PARTNER 1 2 3 4 5 NA
1. Was the industry partner appropriate for

your type of training required and/or /
desired?
2. Has the industry partner designed the

training to meet your objectives and /
expectations?
3. Has the industry partner showed

coordination with Sibugay Technical
/
Institute Incorporated in the design and
supervision of the SIT/OJT?
4. Has the industry partner facilitated the

training, including the provision of the
necessary resources such as facilities and /
equipment needed to achieve your OJT
objectives?
5. Has the Industry Partner and its staff

welcomed you and treated you with /
respect and understanding?
6. Has the Industry Partner assigned a

supervisor to oversee your work or /
training?
7. Was the supervisor effective in

supervising your through regular /
meetings, consultations and advise?

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8. Has the training provided you with the
necessary technical and administrative
/
exposure of real world problems and
practices?
9. Has the training program allowed you to

develop self-confidence, self-motivation /
and positive attitude towards work?
10 Has the experience improved your

/
. personal skills and human relations?
11 Are you satisfied with your training in the

/
. Industry?
Comments/Suggestions: The industry partner coordinated outstandingly.
Signature: Josephine S. Alcaria
Printed Name: Josephine S. Alcaria

Qualification: Bookkeeping NC III
Host Industry Partner: Bank of the Philippine Island
Supervisor : Macky A. Larubis
Period of Training: 04-10-19 to 04-15-19
Instructor : Rona Rose D. Capitania

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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/INSTRU Very
CTORS Poor/ Fair/ Good/ Good/ Outstand
Unsatisfac Satisfact Adequ Very ing
tory ory ate Satisfact
Name of Trainer: ory
CHRISTINE LEAL 1 2 3 5
4
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

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student/trainees
6.Instil value of
safety and
orderliness in the /
classrooms and
workshops
7.Instils the value
of teamwork and
/
positive work
values
8.Instils good
grooming and /
hygiene
9.Instils 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

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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.
Poor/ Fair/ Good/ Very Outstand

Unsatisfac Satisfact Adequ Good/ ing
PREPARATION tory ory ate Very
Satisfac
1 2 3 tory 5
4
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
Poor/ Fair/ Good/ Very Outstan
Unsatisfac Satisfact Adequ Good/ ding
DESIGN AND tory ory ate Very
DELIVERY Satisfac
tory
1 2 3 4 5
1.Course contents /

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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

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performance of
learners are given
immediately

TRAINING Unsatisfa Satisfac Adequ Good/ ding
FACILITIES/RES ctory tory ate Very
OURCES Satisfac
1 2 3 tory 5
4
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
Unsatisfa Satisfac Adequ Good/ ding
SUPPORT STAFF ctory tory ate Very
Satisfac
1 2 3 tory 5
4
1. Support Staff are
/
accommodating

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Comments/Suggestions: The preparation, design and delivery, training
facilities/resources, and support staff are outstandingly ready.

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INTERPRETATION AAND ANALYSIS OF PROGRAM EVALUATION
RATER A
Poor/ Fair/ Good/ Very Outstandin

Unsatisfacto Satisfactor Adequat Good/ g
ry y e Very
PREPARATION
Satisfactor
1 2 3 y 5
4
1. Workshop
layout /
conforms
with the
component
s 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
PREPARATION Poor/ Fair/ Good/ Very Outstandin

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Unsatisfactor Satisfactor Adequat Good/ g
y y e Very
Satisfactor
1 2 3 y 5
4
1. Workshop
layout
conforms
with the
/
component
s 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
RATER B

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RATER C
Poor/ Fair/ Good/ Very Outstandin

Unsatisfactor Satisfactor Adequat Good/ g
PREPARATIO y y e Very
N Satisfactor
1 2 3 y 5
4
1. Worksho
p layout /
conforms
with the
compone
nts of a
CBT
worksho
p
2. Number /
of CBLM
is
sufficient
3. Objective /
s of every
training
session is
well
explained
4. Expected /
activities/
outputs
are
clarified

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RATER D
Poor/ Fair/ Good/ Very Outstanding

Unsatisfactor Satisfactor Adequat Good/
PREPARATIO y y e Very
N Satisfactor 5
1 2 3 y
4
1. Workshop
layout
conforms
with the
componen /
ts 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

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AVERAGE RATINGS
PREPARATION AVERAGE
Workshop layout conforms with the
components of a CBT works 5.00
Number of CBLM is sufficient 3.75

Objectives of every training session is well
explained 4.00
Expected activities/outputs are clarified 3.50

General Average 4.06

Developed by:
Report Capitania
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 – 5.00 = Outstanding
General Interpretation:
1. Workshop layout conforms to the components of a CBT

workshop – Outstanding
2. Number of CBLM is sufficient – Very good/ Very Satisfactory
3. Objectives of every training session is well explained – Very Good/Very

Satisfactory
4. Expected activities/outputs are clarified – Very Good/ Very Satisfactory
Recommendation:

Developed by:
Report Capitania
I can recommend that the said Institution is very good and ready for the
conduct of Training and Assessment for Bookkeeping NCIII
Solution:
Average = (Rater A + Rater B + Rater C + Rater D)/4
No. Rater A Rater B Rater C Rater D Average
1 5 5 5 5 5.00
2 4 3 4 4 3.75
3 4 4 4 4 4.00
4 3 3 4 4 3.50

Developed by:
Report Capitania

Self-Assessment Checklist FORM 4.1 Self - Assessment Checklist INSTRUCTIONS: This Self-Check Instrument Will Give The Trainer Necessary

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Self-Assessment Checklist FORM 4.1 Self - Assessment Checklist INSTRUCTIONS: This Self-Check Instrument Will Give The Trainer Necessary

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SELF-ASSESSMENT CHECKLIST

Basic Competencies YES NO

Date Developed: Document No.

Common Competencies YES NO

Date Developed: Document No.

CORE COMPETENCIES YES NO

Date Developed: Document No.

Date Developed: Document No.

5.1. Check policy Certificate of Submitted an authenticated

Date Developed: Document No.

Date Developed: Document No.

3.PREPARE TRIAL BALANCE

4.PREPARE FINANCIAL REPORTS

4.2 Analyze financial Analyze financial Analyze financial

5. REVIEW INTERNAL CONTROL SYSTEM

Date Developed: Document No.

Training Needs Module Title/Module of

Date Developed: Document No.

Date Developed: Document No.

Date Developed: Document No.

Date Developed: Document No.

TRAINEE’S PROGRESS SHEET

NAME: JOSEPHINE S. ALCARIA TRAINER: RONA ROSE D. CAPITANIA

Units of Training Date Date Trainee’s Supervisor

Date Developed: Document No.

Date Developed: Document No.

Trainee’s No. 000 - 0001

NAME : JOSEPHINE S. ALCARIA

QUALIFICATION : BOOKKEEPING NC III

TRAINING DURATION : 16 HOURS

SIBUGAY TECHNICAL INSTITUTE INCORPORATED TRAINER: RONA ROSE D. CAPITANIA

Date Developed: Document No.

The Trainees’ Record Book contains all the

Date Developed: Document No.

Date Developed: Document No.

Date Developed: Document No.

Unit of Competency: POST Josephine S. Alcaria

Date Developed: Document No.

Unit of Competency: PREPARE Josephine S. Alcaria

Date Developed: Document No.

Unit of Competency: REVIEW

The following questionnaire is designed to evaluate the

1. Has Sibugay Technical Institute

2. Has Sibugay Technical Institute

Date Developed: Document No.

5. Has Sibugay technical Institute /

6. Has the supervision been effective in /

7. Did Sibugay Technical Institute /

8. Were you provided with the results of the /

Comments/Suggestions: The STII as the Industry partner provides

Date Developed: Document No.

1. Was the industry partner appropriate for

2. Has the industry partner designed the

3. Has the industry partner showed

4. Has the industry partner facilitated the

5. Has the Industry Partner and its staff

6. Has the Industry Partner assigned a

7. Was the supervisor effective in

Date Developed: Document No.

9. Has the training program allowed you to

10 Has the experience improved your

11 Are you satisfied with your training in the