Technology Based Cooperative Management

TECHNOLOGYBASED COOPERATIVE MANAGEMENT COURSE (1,700 Hrs.
)- NTR
CompetencyBased Curriculum
Asian Business Cabletow Cooperative Academy (ABCCA), Inc.
TABLE OF CONTENTS
Page A. Course Design. B. Course Structure . C. Competency Analysis Modules of Instruction . BASIC COMPETENCIES ............................................................................................................. o Leading workplace communication ................................................................................. o Executing basic computing and internet navigation.. o Leading small team ......................................................................................................... o Developing and practicing negotiation skills ................................................................... o Using mathematical concept and technique .................................................................. o Developing and practicing environmental values and initiatives...................................... o Practicing and mainstreaming Gender Sensitivity ........................................................... o Developing and Practicing Human Rights-Based Approach to development.................... COMMON COMPETENCIES ...................................................................................................... o Developing and motivating entrepreneurial values and competencies ........................... o Developing an effective business plan................... o Initiating and executing project management. o Establishing and conducting business relationships ........................................................ o Introducing and practicing E-Commerce..................... ..................................................... o Conducting and handling effective meetings for entrepreneurs....................................... CORE COMPETENCIES .............................................................................................................. o Using Relevant Technologies for cooperatives................... o Adopting cooperation as a mechanism for socio economic development ....................... o Understanding cooperatives and social transformation .................................................. o Treating and developing cooperatives as business enterprises ....................................... o Performing records keeping and establishing reporting systems in a Cooperative.. o Performing cooperative accounting systems and financial reporting............................... o Performing credit/loans assessment and investigation ................................................... o Identifying/Determining procedures and tools for assessments and audits..................... o Determining project assessment tools and evaluation techniques.. o Determining techniques in analyzing cooperative business performance..
COURSE DESIGN
COURSE TITLE NOMINAL DURATION QUALIFICATION COURSE DESCRIPTION : : : : TECHNOLOGY-BASED COOPERATIVE MANAGEMENT
1,700 hours
NO TRAINING REGULATION (NTR)
This course is designed to enhance the knowledge, skills, behavior and motivations in TECHNOLOGY-BASED COOPERATIVE MANAGEMENT (NTR) in accordance with industry standards. It covers the core competencies required to finish the program at a level that qualifies the graduates to perform the duties, functions, and tasks of the cooperative industry. The competencies are designed in such a way that the trainees will graduate equipped with knowledge, skills, and attitude to handle their own businesses in a cooperative mindset or work as leaders of any cooperative undertaking. SUMMARY OF COURSE OUTCOMES: 1. Leading workplace communication 2. Executing basic computing and internet navigation 3. Leading small team 4. Developing and practicing negotiation skills 5. Using mathematical concept and technique 6. Developing and practicing environmental values and initiatives 7. Practicing and mainstreaming Gender Sensitivity 8. Developing and Practicing Human Rights-Based Approach to development 9. Developing and motivating entrepreneurial values and competencies 10. Developing an effective business plan 11. Initiating and executing project management 12. Establishing and conducting business relationships 13. Introducing and practicing E-Commerce 14. Conducting and handling effective meetings for entrepreneurs 15. Using Relevant Technologies for cooperatives 16. Adopting cooperation as a mechanism for socio economic development 17. Understanding cooperatives and social transformation 18. Treating and developing cooperatives as business enterprises 19. Performing records keeping and establishing reporting systems in a Cooperative 20. Performing cooperative accounting systems and financial reporting 21. Performing credit/loans assessment and investigation 22. Identifying/Determining procedures and tools for assessments and audits 23. Determining project assessment tools and evaluation techniques 24. Determining techniques in analyzing cooperative business performance ENTRY REQUIREMENTS :
Trainees or students wishing to gain entry into this course should possess the following requirements:
can communicate both orally and in written form, preferably in the universally-accepted medium of communication at least high school graduate physically and mentally fit with good moral character can perform basic mathematical computation This list does not include specific institutional requirements such as educational attainment, appropriate work experience, and others that may be required of the trainees by the school or training center delivering the TVET program.
COURSE STRUCTURE: BASIC COMPETENCIES (202 hours)

UNIT OF COMPETENCY 1. Lead workplace communication MODULE TITLE 1.1 Leading workplace communication 1.1.1 1.1.2 1.1.3 1.1.4 1.1.5 2. Execute basic 2.1 Executing basic computing and computing and internet navigation internet navigation 2.1.1 LEARNING OUTCOMES Communicate information about workplace processes Lead workplace discussions Complete relevant work-related documents Identify and communicate issues arising in the workplace Represent the organization in internal and external for a Discuss and understand the anatomy of a computer and its basic operations Perform basic computer operation and application software Create and manage files Work and manage internet application programs Provide team leadership Assign responsibilities among members Set performance expectation for team members Supervise team performance Identify relevant information in planning negotiations Participate in negotiations Document areas for agreement Identify mathematical tools and techniques to solve problem Apply mathematical procedures/ solution Analyze results NOMINAL DURATION 24 hours
40 hours
2.1.2 2.1.3 2.1.4
3. Lead small team
3.1 Leading small team
3.1.1 3.1.2 3.1.3 3.1.4
16 hours
4. Develop and practice negotiation skills
4.1 Developing and practicing negotiation skills
4.1.1 4.1.2 4.1.3 5.1.1 5.1.2 5.1.3
16 hours
5. Use mathematical concepts and techniques
5.1 Using mathematical concepts and techniques
16 hours
6. Develop and practice environmental awareness
6.1 Developing and practicing environmental values and initiatives
6.1.1 Understand the importance of science to the debates on sustainable development 6.1.2 Identify the scientific aspects of specific environmental problems 6.1.3 Articulate the scientific dimensions of policy responses to environmental problems
30 hours
UNIT OF COMPETENCY 7. Practice gender sensitivity
MODULE TITLE 7.1 Practicing and mainstreaming gender sensitivity
LEARNING OUTCOMES 7.1.1 Define and explain gender sensitivity and the difference between sex and gender 7.1.2 identify and discuss gender differences and gender issues in societies 7.1.3 Apply and mainstream gender sensitivity with education as the starting point 8.1.1 Define and discuss human rights concepts 8.1.2 Present and discuss rights-based approach to development 8.1.3 Identify and apply human rights obligations and accountabilities
NOMINA L DURATION 30 hours
8. Develop and practice human rights skills and concepts
8.1 Developing and practicing human rightsbased approach to development
30 hours
COMMON COMPETENCIES
(208 hours)
UNIT OF COMPETENCY 1. Develop entrepreneurial competencies
MODULE TITLE
LEARNING OUTCOMES
1.1 Developing 1.1.1 Develop personal and motivating entrepreneurial competencies entrepreneuri and values al values and 1.1.2 Identify and demonstrate skills competencies associated with enterprise development 1.1.3. Assess the cultural and social environment for business prospecting 2.1 Developing an effective business plan 2.1.1 Conduct environmental scanning and business opportunities identification 2.1.2 Prepare the technical/ services/production aspect of the business plan 2.1.3 Prepare the organizational aspect of the business plan 2.1.4 Prepare the marketing aspect of the business plan 2.1.5 Prepare the financial aspect of the business plan 3.1.1 Study the basics of project management 3.1.2 Initiate the project and its kickoff 3.1.3 Plan the project scope 3.1.4 Assemble and execute the project plan 3.1.5 Perform a closing out of the Project 4.1.1 Establish and conduct business relationships 4.1.2 Conduct negotiations 4.1.3 Make formal business agreements 4.1.4 Foster and maintain business relationships
NOMINAL DURATION 40 hours
2. Develop a business plan
40 hours
3. Initiate and execute project management
3.1 Initiating and executing project management
40 hours
4. Establish and conduct business relationships
4.1 Establishing and conducting business relationships
24 hours
UNIT OF COMPETENCY 5. Practice ECommerce
MODULE TITLE 4.1 Introducing and practicing E-Commerce
LEARNING OUTCOMES 4.1.1 Describe electronic commerce, its legal, social, and ethical dimensions 4.1.2 Identify business models that are competitive in the Internet 4.1.3 Perform the e-commerce strategy building process 4.1.4 Create an effective website for the identified business and perform online marketing 5.1.1 Identify and discuss important Principles in handling meetings 5.1.2 Present and discuss types and features of a meeting 5.1.3 Identify and discuss participants of a meeting 5.1.4 Discuss proceedings of a meeting 5.1.5 Discuss features of minutes of meeting
NOMINAL DURATION 40 hrs
6. Conduct meetings and sessions
5.1 Conducting and handling effective meetings for entrepreneurs
40 hrs
CORE COMPETENCIES
(530 hours) UNIT OF COMPETENCY 1. Use relevant technologies MODULE TITLE 1.1 Using relevant technologies LEARNING OUTCOMES 1.1.1 Study/Select appropriate technologies 1.1.2 Apply relevant technology 1.1.3 Maintain/enhance relevant technology 2.1.1 Identify and discuss early cooperative practices 2.1.2 Present and discuss the Rochdale Pioneers and the birth of modern cooperation 2.1.3 Discuss and analyze cooperative identity 2.1.4 Identify and discuss the organizational structure of a cooperative 3.1.1 Explain the salient features of a cooperative that contributes to socio-economic transformation 3.1.2 Present and discuss the cooperative development agenda 3.1.3 Discuss and analyze the roles of cooperatives in agrarian reform and national development 3.1.4 Present and discuss the Laws on Philippine Cooperative and CDA 4.1.1 Source and apply information on the structure and operation of a cooperative in certain industries 4.1.2 Source and apply information on the ethical and legal issues for the cooperative as an industry 4.1.3 Discuss the principles of cooperative management 4.1.4 Discuss and practice marketing and retail management in cooperatives 5.1.1 Identify and apply records keeping and reporting systems in a cooperative 5.1.2 Identify and discuss the basic records necessary to keep track of the operations of the cooperative 6.1.1 Discuss, understand and apply the accounting system in a cooperative 6.1.2 Discuss, understand and apply NOMINAL DURATION 60 hours
2. Adopt cooperation as a socioeconomic movement
2.1 Adopting cooperation as a mechanism for socioeconomic movement
30 hours
3. Understand cooperatives and social transformati on
3.1Understanding cooperatives and social transformati on
30 hours
4. Develop cooperatives as business enterprises
4.1 Treating and developing cooperatives as business enterprises
60 hours
5. Perform records keeping and reporting systems in a cooperative 6. Perform cooperative accounting
5.1 Performing records keeping and establishing reporting systems in a cooperative 6.1 Performing cooperative accounting
60 hours
90 hours
UNIT OF COMPETENCY systems and financial reporting 7. Perform credit/loans assessment
MODULE TITLE systems and financial reporting 7.1 Performing credit/loans assessments and investigation
LEARNING OUTCOMES cooperative finance reporting systems
NOMINAL DURATION
8. Assess cooperative performance and conduct audits
9. Perform project evaluation
10. Perform cooperative business analysis
7.1.1 Identify and discuss the types of transactions and the entities that constitute a credit risk 7.1.2 Identify and discuss the different objects of credit investigation reflecting the Cs of credit 7.1.3 Identify and discuss sources of facts relevant to the antecedents and the status of the business 7.1.4 Prepare and conduct credit evaluation and credit investigation evaluation 8.1 determining 8.1.1 Identify, discuss and apply the procedures process of gathering data and tools for 8.1.2 Identify and discuss important areas assessment that tell the actual performance of a and audits cooperative 8.1.3 Identify and apply the basic problem identification process 9.1 Determining 9.1.1 Discuss and apply Break-Even and project Cost-Volume-Profit (CVP) Analysis assessment 9.1.2 Identify and discuss the salient tools and features of short-term decisions evaluation 9.1.3 Identify, discuss and apply time techniques value fundamentals, tools and techniques 9.1.4 Identify, discuss and apply long-term investment decisions re capital budgeting 10.1 Determining 10.1.1 Define and discuss financial analysis techniques in and perform Horizontal and Vertical analyzing Analysis cooperative 10.1.2 Perform Balance Sheet Analysis business 10.1.3 Perform Income Statement Analysis performance 10.1.4 Perform Bankruptcy Prediction 10.1.5 Perform quantitative methods for accounting and decision-making
60 hours
60 hours
40 hours
60 hours
PRACTICUM/ON-THE-JOB TRAINING ( 720 hours)
COMPETENCY ANALYSIS
This table reflects the number of modules developed in a particular unit of competency: UNITS OF COMPETENCY BASIC 1. Lead workplace communication 2. Execute basic computing and internet navigation 3. Lead small team 4. Develop and practice negotiation skills 5. Use mathematical concepts and techniques 6. Develop and practice environmental awareness 7. Practice and mainstream Gender Sensitivity 8. Develop and practice Human Rights Based Approach to development COMMON 1. Develop entrepreneurial competencies 2. Develop a business plan 3. Initiate and execute project management 4. Establish and conduct business relationships 5. Practice E-Commerce 6. Conduct meetings and sessions CORE 1. Use relevant technologies 2. Adopt cooperation as a socio-economic movement 3. Understand cooperatives and social transformation 4. Develop cooperatives as business enterprises 5. Perform records keeping and reporting systems in a cooperative 6. Perform accounting systems and financial reporting 7. Perform credit/loans assessment 8. Assess cooperative performance and conduct audits 9. Perform project evaluation 10. Perform cooperative business analysis TOTAL 1 1 1 1 1 1 1 1 1 1 10 24 1 1 1 1 1 1 1 1 8 NO. OF MODULE DEVELOPED TOTAL
1 1 1 1 1 1 6
RESOURCES: FACILITIES Workshop Laboratory Audio-visual room Lecture room Storage/stock room Actual cooperative institutions
EQUIPMENT 1 unit Computer with printer and other accessories 1 unit LCD projector 2 units Mobile phone 1 unit Telephone 1 unit Fax Machine 1 unit Digital Camera 1 unit Video camera 1 unit Microphone 1 unit Sound System 2 sets First aid kit 1 set Telephone directory 1 sets Repair kit (toolbox)
*NOTE:
Implementation of the training program can be made possible through a MOA between the Training school and Industry for the use of the facilities. This is in response to the limitations of schools due to high cost of equipment.
SUPPLIES Ballpen Calculator Pencil Record book First aid kit Sample of operation documents and reports invoices credit notes receipts service vouchers payment status business plans financial statements project documentation reports
RESOURCES/MANUALS Books Videos Accounting Systems References Websites (CDA and other sites) Primer on the Cooperative Code of the Philippines Entrepreneurship Development Training Manuals Business Plan Preparation Manual Trade Liberalizationbreaks down barriers to markets and expands market opportunities A Call for Cooperative Revolution Cooperatives: An Introduction Life of Robert Owen (1771-1858) Principles of Cooperatives and Social Development. Philippines The Magna Carta for Women Climate Change Handouts The Rights-Based Approach in Development
ASSESSMENT METHODS: Written examination Practical demonstration Direct observation Hands-on Projects evaluation COURSE DELIVERY: Group discussion Demonstration Film viewing Modular instruction Practical application Reporting Industry immersion E-learning TRAINERS QUALIFICATIONS: Must be a holder of a degree course on cooperative management or equivalent relevant qualification Must have undergone training on Training Methodology I (TM I) or equivalent trainers training program Must be computer-literate Must be physically and mentally fit *Must have at least 2 years job/industry experience * Optional. Only when required by the hiring institution.
MODULES OF INSTRUCTION BASIC COMPETENCIES TECHNOLOGY-BASED COOPERATIVE MANAGEMENT (NTR)
BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR
: : : :
COMMUNICATIONS LEAD WORKPLACE COMMUNICATION LEADING WORKPLACE COMMUNICATION This module covers the knowledge, skills and attitudes required to prepare different reports required in the workplace. 24 hours NTR
NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE
: :
: Trainees or students should prior knowledge or exposure to English Communication, Basic or General Mathematics (Arithmetic and Algebra) and Problem Analysis.
SUMMARY OF LEARNING OUTCOMES:
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. LO5. Communicate information about workplace processes. Lead workplace discussions. Complete relevant work-related documents. Identify and communicate issues arising in the workplace. Represent the organization in internal and external fora.
LO1. COMMUNICATE INFORMATION ABOUT WORKPLACE PROCESSES
ASSESSMENT CRITERIA: 1. Appropriate communication method is selected. 2. Multiple operations involving several topic areas are communicated. 3. Questions are used to gain extra information. 4. Correct sources of information are identified. 5. Information is selected and sequenced correctly when required. 6. Verbal and written reporting are maintained in both familiar and unfamiliar situations. CONTENTS: Method of communication Communication skills Communication tools Questioning techniques CONDITIONS: The students/trainees must be provided with the following: Simulated workplace environment Communication tools Variety of information METHODOLOGIES: Discussion Role play Brainstorming ASSESSMENT METHODS: Direct observation Interview
LO2. LEAD WORKPLACE DISCUSSIONS ASSESSMENT CRITERIA: 1. Responses to workplace issues are sought. 2. Response to workplace issues are provided when sought. 3. Constructive contributions are made to workplace discussion on such issues as production, quality and safety. 4. Goals and aims of actions under taken in the workplace are communicated. CONTENTS: Presentation techniques Developing a presentation Multi-media utilization in presentation Method/techniques of discussion
How to lead discussion How to solicit response CONDITIONS: The students/trainees must be provided with the following: Simulated workplace environment Communication tools Variety of informations METHODOLOGIES: Discussion Role play Brainstorming ASSESSMENT METHODS: Direct observation Interview LO3. COMPLETE RELEVANT WORK RELATED DOCUMENTS ASSESSMENT CRITERIA 1. Range of forms relating to conditions of employment are completed accurately and legibly 2. Workplace data is recorded on standard workplace forms and documents 3. Basic mathematical processes are used for routine calculations 4. Errors in recording information on forms/ documents are identified and properly acted upon 5. Reporting requirements to supervisor are completed according to organizational guidelines CONTENTS: Effective communication Different modes of communication Written communication Organizational policies Communication procedures and systems Technology relevant to the enterprise and the individuals work responsibilities Follow simple spoken language Perform routine workplace duties following simple written notices Participate in workplace meetings and discussions Complete work related documents Estimate, calculate and record routine workplace measures Basic mathematical processes of addition, subtraction, division and multiplication Ability to relate to people of social range in the workplace Gather and provide information in response to workplace requirements
CONDITIONS/RESOURCES: The students/trainees must be provided with the following: TOOLS AND ACCESSORIES LEARNING MATERIALS
EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer
SUPPLIES & MATERIALS Suppliers Memorandum Circular Notice Information discussion Sample Storage: Manual filing system Computer-based filing system Personnel forms, telephone message forms, safety reports Telephone Electronic and two way radio
METHODOLOGIES: Group discussion Interaction ASSESSMENT METHODS: Direct Observation Oral interview and written test LO4. IDENTIFY AND COMMUNICATE ISSUES ARISING IN THE WORKPLACE ASSESSMENT CRITERIA: 1. Issues and problems are identified as they arise. 2. Information regarding problems and issues are organized coherently to ensure clear and effective communication. 3. Dialog is initiated with appropriate personnel. 4. Communication problems and issues are addressed as they arise. CONTENTS: Identify problems and issues Organizing information on problem and issues Relating problems and issues Communication barriers affecting workplace discussions. CONDITIONS: The students/trainees must be provided with the following: Simulated workplace environment
Communication tools Variety of informations METHODOLOGIES: Discussion Role play Brainstorming ASSESSMENT METHODS: Direct observation Interview LO5. REPRESENT THE ORGANIZATION IN INTERNAL AND EXTERNAL FORUMS. ASSESSMENT CRITERIA: 1. When participating in internal or external forums, presentation is relevant, appropriately researched and presented in a manner to promote the organization 2. Presentation is clear and sequential and delivered within a predetermined time 3. Utilize appropriate media to enhance presentation 4. Differences in views are respected 5. Written communication is consistent with organizational standards 6. Inquiries are responded in a manner consistent with organizational standard . CONTENTS: Presentation techniques Developing a presentation Multi-media utilization in presentation CONDITIONS: The students/trainees must be provided with the following: Equipment o video tapes o LCD projector/OHP o Personal computers Learning materials o learning element o books and manuals o transparencies o slides METHODOLOGIES: Discussion Role playing Observation ASSESSMENT METHODS: Written examination Direct observation
UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTION
: : :
EXECUTE BASIC COMPUTING AND INTERNET NAVIGATION EXECUTING BASIC COMPUTING AND INTERNET NAVIGATION This module covers the knowledge, skills, and attitudes in using computer properly, managing files, installing and configuring application programs, working with the internet and securing files. It includes understanding the concepts and make-up of a personal computer as well as understanding the communication system in a computer.
NOMINAL DURATION
40 hrs.
CERTIFICATE LEVEL
NTR
PREREQUISITE
LEARNING OUTCOMES:
Upon completion of the module the trainees/students should be able to:
LO1. LO2. LO3. LO4.
Discuss and understand the anatomy of a computer and its basic operations. Perform basic computer operation and application software. Create and manage files. Work and manage internet application programs.
LO1.
DISCUSS AND UNDERSTAND THE ANATOMY OF A COMPUTER AND ITS BASIC OPERATIONS
ASSESSMENT CRITERIA: 1. Major milestones of computer technology are described. 2. Electronic Communication concepts and principles are explained and understood. 3. Basic computer anatomy physical make-up and its add-on devices are checked based on proper connection. 4. Basic computer operation is started according to established procedures and its operating system features 5. Different categories of portable computers and their corresponding portable systems and problems are discussed. 6. Internet basic navigation procedures are discussed and applied CONTENTS: Major milestones in the development of modern computer Transmitting and receiving information Principles of computer language Concepts of electronic bus The three stages of computing The primary component of a computer and the portable systems The different categories of portable computers Unique problems of portable systems - Different types of computer cards designed for portable computers Basic operation and function of PC software and hardware Additional support hardware for a computer: peripheral devices proper connection Functions of some of the add-on hardware Safety measures Basic procedures in starting and turning-off the computer Keyboard layout and functions and operating system features Online help functions CONDITIONS: Students /trainees must be provided with the following: Writing materials Types of computers A personal or networked computer Internet access Basic system software Manuals on basic computer operation Books and references on computers Other learning materials like video clips showing computer anatomy and electronics communication Computer accessories CDs Power supply METHODOLOGIES: Lecture/discussion
Practical exercises Simulation Film/video showing ASSESSMENT METHODS: Observation in a simulated environment Oral Questioning/interview Projects analysis Practical demonstration Written exam/evaluation LO2.PERFORM BASIC COMPUTER OPERATION AND APPLICATION SOFTWARES ASSESSMENT CRITERIA: 1. Application programs are installed, added, changed or configured, removed or ran according to the established procedures and given task. 2. Operating systems like Windows XP, Windows Vista, etc. are familiarized and practiced. 3. Fundamental roles of the operating system in a computer operation is explained and applied. 4. Differences among the major file systems used in todays PCs are explained. 5. Different types of media (magnetic, CD-ROM, and so on) which have different file systems and attributes are discussed and practiced. CONTENTS: Windows XP, Windows Vista and Windows Basics Opening, Closing, and Rearranging Windows Icons, Folders, and Shortcuts Installing Software and Finding Lost Files Printing Documents and Browsing the Internet User Accounts Hardware Requirement and Software Versions Vistas Desktop, Visual Differences, Programs, Security, and Search Features Fundamental roles the operating system plays in computer operations The development of the PC-based operating environment from early DOS to modern Windows systems Role of the command-line interface The primary command prompt applications: Key DOS terms The functions of CONFIG.SYS and AUTOEXEC.BAT The differences among the major file systems used on today's PCs Different types of media (magnetic, CD-ROM, and so on) have different file systems and attributes Choosing which file system to use on a new hard drive or floppy disk The file attributes and their usage CONDITIONS: Students /trainees must be provided with the following: Writing materials Types of computers
A personal or networked computer Internet access Basic system software Manuals on basic computer operation Books and references on computers Other learning materials like video clips showing computer anatomy and electronics communication Computer accessories CDs Power supply METHODOLOGIES: Lecture/discussion Practical exercises Simulation Film/video showing ASSESSMENT METHODS: Observation in a simulated environment Oral Questioning/interview Projects analysis Practical demonstration Written exam/evaluation LO3. CREATE AND MANAGE FILES
ASSESSMENT CRITERIA: 1. Files in a directory/folder and their details and properties are identified and displayed according to types and usage 2. Various files and file folders are created, opened, moved, suitably named or renamed, copied or restored as required in accordance with industry procedure 3. Various files are selected and organized for easy look-up according to the set procedures 4. Deleted files are restored using the standard utility 5. Files/information are located using the standard features/utility 6. Disks are checked, erased or formatted as necessary with the procedures manual as guide CONTENTS: Hard drive and file concepts Saving and retrieving files to and from various folders or hard drive Ability to find and use information relevant to the task from a variety of information sources Using software features/utilities Manipulation of file or folder Restoration of files Viewing of files and folders Organization of different files Searching of files and information Manipulation of disks
CONDITIONS: Students / trainees must be provided with the following. Writing materials Types of computers A personal or networked computer Workstations Internet access Basic application software Manuals on basic computer operation and other instructional materials Books and references on computers Video clips showing computer anatomy and electronics communication Computer accessories Media / LCD / TV 32 inches Diskettes, CD-RW, Flash Drive, Zip Drive Minutes/Agenda and other materials METHODOLOGIES: Lecture/discussion Practical exercises Simulation Film/video showing ASSESSMENT METHODS: Observation in a simulated environment Oral Questioning/interview Projects analysis Practical demonstration Written exam/evaluation LO4. WORK AND MANAGE INTERNET APPLICATION PROGRAMS
ASSESSMENT CRITERIA: 1. Installed Internet application programs are identified and stated according to their purposes 2. Internet software is demonstrated on how it can be used. 3. Relevant terms are defined and used correctly 4. Potential security risks are identified and avoided 5. Files and documents are searched in related links using search engines 6. E-mails are sent, downloaded, read and responded to based on requirements 7. Files attached to incoming e-mail, are retrieved 8. Protect customer identity and information CONTENTS: Installing the Internet application program Using the internet software Terms and definitions Using the Search Engine Sending and retrieving E-mail
How to initiate and conclude an Internet connection Demonstrate an ability to find and use information relevant to the task from a variety of information sources Appropriate use of different Internet protocols and data types (www, e-mails, etc..) Privacy and security measures related to online tasks CONDITIONS: Students / trainees must be provided with the following. Writing materials Types of computers A personal or networked computer Workstations Internet access Basic application software Manuals on basic computer operation and other instructional materials Books and references on computers Video clips showing computer anatomy and electronics communication Computer accessories Media / LCD / TV 32 inches Diskettes, CD-RW, Flash Drive, Zip Drive Minutes/Agenda and other materials METHODOLOGIES: Lecture/discussion Practical exercises Simulation Film/video showing ASSESSMENT METHODS: Observation in a simulated environment Oral Questioning/interview Projects analysis Practical demonstration Written exam/evaluation
: : : :
TEAM WORK LEAD SMALL TEAM LEADING SMALL TEAM This module covers the knowledge, skills and attitudes required to lead small team including setting and maintaining team and individual performance standard. 16 hours NTR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. Provide team leadership. Assign responsibilities among members. Set performance expectation for team members. Supervise team performance.
LO1. PROVIDE TEAM LEADERSHIP
ASSESSMENT CRITERIA: 1. Work requirements are identified and prescribed to members. 2. Reasons for instructions and requirements are properly disseminated to team members. 3. Team members questions, problems, concerns are recognized, discussed and dealt accordingly. CONTENTS: Communication skills required for leading small team Skills and techniques in promoting team building Negotiating skills Up to date dissemination of instruction and requirements to members. Art of listening and treating individual team members concern CONDITIONS: The students/trainees must be provided with the following: Learning materials o team building manual o catalogs o brochures Simulated team METHODOLOGIES: Traditional/lecture Demonstration Case studies LO2. ASSIGN RESPONSIBILITIES AMONG MEMBERS ASSESSMENT CRITERIA: 1. Duties and responsibilities are allocated in respect to the skills, knowledge and attitudes of every team member. 2. Duties are allocated having regard to individual preference, domestic and personal considerations. 3. Duties and responsibilities of each member are properly identified and defined. CONTENTS: Duties and responsibilities of each team member Skills in identifying individual skills ,knowledge and attitude as basis for allocating responsibilities Knowledge in identifying each team member duties and responsibilities CONDITIONS: The students/trainees must be provided with the following: Learning materials
o relevant legal requirements o manuals METHODOLOGIES: Traditional/lecture Demonstration LO3. SET PERFORMANCE EXPECTATION FOR TEAM MEMBERS ASSESSMENT CRITERIA: 1. Performance expectations are established based on client needs and according to assigned requirements. 2. Performance expectations are based on individual team members duties and responsibilities. 3. Performance expectations are discussed and disseminated to individual team member. CONTENTS: Knowledge and skills in setting individual performance target/expectation Team members duties and responsibilities Employee policies and procedures Defining performance expectations criteria CONDITIONS: The students/trainees must be provided with the following: Performance expectation worksheet Relevant legal requirements METHODOLOGIES: Traditional/lecture Demonstration Case studies
LO4. SUPERVISE TEAM PERFORMANCE ASSESSMENT CRITERIA: 1. Monitor team members performance in respect to the defined performance criteria. 2. Provide team members with feedback, positive support and advice on strategies to overcome any difficulties. 3. Inform team members of any changes in the priority allocated to assignment or task. 4. Provide communication follow-up on all issues affecting the team. CONTENTS: Knowledge and skills in monitoring team member performance Monitoring team operation to ensure client needs and satisfaction Methods of monitoring performance Informal/formal counseling skills
CONDITIONS: The students/trainees must be provided with the following: Performance expectation worksheet Relevant legal requirements METHODOLOGIES: Traditional/lecture Demonstration Modular ASSESSMENT METHODS: Written examination Direct observation
: : : :
NEGOTIATION DEVELOP NEGOTIATION SKILLS DEVELOPING AND PRACTICING NEGOTIATION SKILLS This module covers the skills, knowledge and attitudes required to collect information in order to plan and participate in the negotiation.
NOMINAL DURATION PREREQUISITE
: 16 hours : Trainees or students should prior knowledge or exposure to English Communication, Basic or General Mathematics (Arithmetic and Algebra) and Problem Analysis.
SUMMARY OF LEARNING OUTCOMES: Upon completion of this module the students/ trainees will be able to: LO1. LO2. LO3. Identify relevant information in planning negotiations. Participate in negotiations. Document areas for agreement.
LO1. Identify relevant information in planning negotiations ASSESSMENT CRITERIA: 1. Information in preparation for negotiation is identified and included in the plan 2. Information on creating non verbal environments for positive negotiations is identified and included in the plan 3. Information on different questioning techniques is identified and included in the plan CONTENTS: Background information on other parties to the negotiation Observing differences between content and process Identifying bargaining information Applying strategies to manage process Applying steps in negotiating process Strategies to manage conflict Steps in negotiating process CONDITIONS: The students/trainees must be provided with the following: Pertinent documents Simulated workplace Paper and pencil Calculator Hands out METHODOLOGIES: Lecturette Role playing practical exercises LO2. Participate in Negotiations ASSESSMENT CRITERIA: 1. Criteria for successful outcome are agreed upon by all parties. 2. Desired outcome of all parties are considered. 3. Appropriate language is used throughout the negotiation. CONTENTS: Decision making and conflict resolution strategies procedures Problem solving strategies on how to deal with unexpected questions and attitudes during negotiation Background information on other parties to the negotiation Observing differences between content and process CONDITIONS: The students/trainees must be provided with the following: Pertinent documents Simulated workplace
Supplies Paper and pencil Calculator Hands out METHODOLOGIES: Lecturette Role playing practical exercises ASSESSMENT METHODS: Written test/ questioning Demonstration LO3. Document areas for negotiation ASSESSMENT CRITERIA: 1. The issues and processes are documented and agreed upon by all parties. 2. Possible solutions are discussed and their viability assessed. 3. Areas for agreement are confirmed and recorded. 4. Follow-up action is agreed upon by all parties. CONTENTS: Procedure in documenting negotiations Managing information Filing documents CONDITIONS: The students/ trainees must be provided with the following: Pertinent documents Simulated workplace Supplies Paper and pencil Calculator Hands out Voice recorder Writing materials METHODOLOGIES: Lecturette Role playing practical exercises ASSESSMENT METHODS: Written test/ questioning Demonstration
UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR
: : :
USE MATHEMATICAL CONCEPTS AND TECHNIQUES USING MATHEMATICAL CONCEPTS AND TECHNIQUES This module covers the knowledge, skills and attitudes required in the application of mathematical concepts and techniques. 16 hours NTR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of the module, the learner/students must be able to: LO1. LO2. LO3. Identify mathematical tools and techniques to solve problems. Apply mathematical procedure/solution. Analyze results.
LO1. Identify mathematical tools and techniques to solve problems. ASSESSMENT CRITERIA: 1. Problem areas based on given condition are identified. 2. Mathematical techniques based on the given problem are selected. CONTENTS: Four Fundamental Operations Steps in solving a problem Standard formulas Conversion Measurement CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Problem set Conversion table Table of formulas Measuring tools METHODOLOGIES: Lecturette Self-paced instruction Group discussion ASSESSMENT METHODS: Written Demonstration LO2. Apply mathematical procedure/solution ASSESSMENT CRITERIA: Mathematical techniques based on the problem identified are applied. 1. Mathematical computations are performed to the level of accuracy required for the problem. 2. Results of mathematical computation based on job requirements is determined and verified. CONTENTS: Problem-based questions Estimation Use of mathematical tools and standard formulas Mathematical techniques
CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Calculator Measuring tools/devices Case problems METHODOLOGIES: Lecturette Self-paced instruction Group discussion Practical work approach ASSESSMENT METHODS: Written Oral Interview LO3. ANALYZE RESULTS ASSESSMENT CRITERIA: 1. Results of application based on expected and required specifications and outcome is reviewed. 2. Appropriate action in case of error is applied. CONTENTS: Four Fundamental Operations Steps in solving a problem Standard formulas Conversion Measurement CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Problem set Conversion table Table of formulas Measuring tools METHODOLOGIES: Lecturette Self-paced instruction Group discussion Research study ASSESSMENT METHODS: Written exam Oral exam
BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE
: : :
ENVIRONMENTAL AWARENESS DEVELOP AND PRACTICE ENVIRONMENTAL AWARENESS DEVELOPING AND PRACTICING ENVIRONMENTAL VALUES AND INITIATIVES This module expresses the knowledge and competency required to apply values that uphold and preserve the environment and prevent environmental destructions. It involves key theoretical concepts in the physical and natural sciences and their importance for sustainable development. It also outlines the underlying science behind specific environmental problems such as climate changes, ozone depletion and biodiversity loss, among others. 30 hours NTR
MODULE DESCRIPTOR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. Understand the importance of science to the debates of sustainable development. Identify the scientific aspects of specific environmental problems. Articulate the scientific dimensions of policy responses to environmental problems.
LO1. UNDERSTAND THE IMPORTANCE OF SCIENCE TO THE DEBATES ON SUSTAINABLE DEVELOPMENT ASSESSMENT CRITERIA: 1. Importance and application of environmental values are identified and explained. 2. The scientific relationships between the environment and sustainable development is explained and established. 3. Sustainable development approaches are promoted in the development of environmental protection initiatives. CONTENTS: Multidisciplinary nature of environmental studies Renewable and non-renewable resources Historical trajectory of the environment-development discourse Development, economic growth and the environment Trade, investment and lending in relation to environmental degradation (or protection) The Role of local knowledge The Ecosystem Biodiversity and its conservation CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing environment-related concepts and practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports
LO2. IDENTIFY THE SCIENTIFIC ASPECTS OF SPECIFIC ENVIRONMENTAL PROBLEMS ASSESSMENT CRITERIA: 1. Variances are identified from normal situation parameters.
2. Extent, cause, and nature of the problem are defined based on observation, investigation and analytical techniques. 3. Problems and destructions are clearly stated and specified. CONTENTS: Environmental pollutions and its cause and effects: o Air pollution o Water pollution o Soil pollution o Marine pollution o Noise pollution o Thermal pollution o Nuclear hazards Urban problems related to energy Normal environmental parameters Identifying & clarifying the nature of problem Application of analytical techniques to assessing environmental destructions CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing environment-related concepts and practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports LO3. ARTICULATE THE SCIENTIFIC DIMENSIONS OF POLICY RESPONSES TO ENVIRONMENTAL PROBLEMS ASSESSMENT CRITERIA: 1. The scientific aspect of policy interventions of ghr government and othe stakeholders are discussed and integrated. 2. Policies and decisions arrived at to responded environment-related problems scientifically explained.
3. Possible cause/s of problem are identified based on experience & the use of problem solving tools/analytical techniques. 4. Possible cause statements are developed. 5. Fundamental practices relating to environment preservation are explained. CONTENTS: Social issues and the environment: o From Unsustainable to Sustainable development o Water conservation, rain water harvesting, watershed management o Resettlement and rehabilitation of people; its problems and concerns o Environmental ethics : Issues and possible solutions. o Climate change, global warming, acid rain, ozone layer depletion, nuclear accidents and holocaust o Wasteland reclamation Consumerism and waste products. Environment Protection Act: o Air (Prevention and Control of Pollution) Act. o Water (Prevention and control of Pollution) Act o Wildlife Protection Act o Forest Conservation Act Issues involved in enforcement of environmental legislation. Public awareness Solid waste Management : Causes, effects and control measures of urban and Role of an individual in prevention of pollution. Disaster management : floods, earthquake, cyclone and landslides. Non-routine process and quality environmental practices Teamwork and work climate change mitigation techniques CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing environment-related concepts and practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports
: : :
PRACTICE GENDER SENSITIVITY PRACTICING AND MAINSTREAMING GENDER SENSITIVITY This module covers the knowledge, skills and attitudes required in the application of gender sensitivity concepts and techniques. It focuses on identifying concepts and principles related to gender awareness, efforts and initiatives of the international communities to promote generate awareness, as well as identifying strategies to start mainstreaming gender sensitivity to community development efforts. 30 hours NTR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of the module, the learner/students must be able to: LO1. LO2. LO3. Define and explain gender sensitivity and the difference between sex and gender. Identify and discuss gender differences and gender issues in society. Apply and mainstream gender sensitivity in all levels of operations/transactions.
LO1. DEFINE AND EXPLAIN GENDER SENSITIVITY AND THE DIFFERENCE BETWEEN SEX AND GENDER ASSESSMENT CRITERIA: 1. The realization that gender and sex are different, and that gender is socially constructed and transmitted during the process of socialization is done. 2. Create awareness of ones assumptions about the roles and abilities of women and girls are reached. 3. Gender awareness and gender sensitivity are developed and increased. CONTENTS: Definition of gender, gender sensitivity and gender awareness Sex Gender Sex and Gender Roles Sex Role Stereotypes The gender game Effects of sex-roles stereotypes on individuals Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing gender-related practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports LO2. DIFFERENTIATE AND DISCUSS GENDER DIFFERENCES AND GENDER ISSUES IN SOCIETY ASSESSMENT CRITERIA: 1. The issue that womens human rights are violated in the name of culture, religion, education, etc. is discussed.
2. The understanding that men and women tend to play different roles in various societies are promoted. 3. Skills in identifying and utilizing strategies which help to increase educational opportunities for girls are gained. CONTENTS: Gender gaps: gender differences in various spheres in life o Gender roles in household activities o Percentage in total work time in hours o Finding the balance Gender difference in decision-making o Health o Politics o Human rights Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing gender-related practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports LO3. APPLY AND MAINSTREAM GENDER SENSITIVITY WITH EDUCATION AS THE STARTING POINT ASSESSMENT CRITERIA: 1. Early efforts of the international communities to mainstream gender sensitivity are discussed. 2. Skills in the use of gender sensitive teaching methodologies which help to improve the access, retention, performance, progress and academic achievement of girls in educational institutions are gained. 3. Changes in the attitudes of teachers and other school authorities are observed.
4. Adoption o gender-sensitive teaching methods and creation of a non-sexist learning environment are promoted. CONTENTS: Mainstreaming women in development Factors affecting the education of girls o Social, cultural and economic factors o The school as a gender socializing force o The teacher as an agent of gender-socialization o The schools roles in promoting gender equality Significant International Events that promote gender awareness o The Nairobi Forward-Looking Strategies for the Advancement of Women o The Universal Declaration of Human Rights (1948)Steps in solving a problem o International Womens Year (1975) and the UN Decade for Women (19761985)Conversion o Convention on the Elimination of All Forms of Discrimination against Women (1979) o The United Nations Conference on Environment and Development (1992) o The World Conference on Human Rights (1993) o The International Conference on Population and Development (1994) o The World Summit for Social Development (1995) o The Fourth World Conference on Women (1995) Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing gender-related practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports
UNIT OF COMPETENCY MODULE TITLE
: :
DEVELOP AND PRACTICE HUMAN RIGHTS SKILLS AND CONCEPTS DEVELOPING AND PRACTICING HUMAN RIGHTSBASED APPROACH TO DEVELOPMENT This module covers the knowledge, skills and attitudes required in the development and practice of human rights skills and concepts as applied in the education and labor sector. 30 hours NTR
MODULE DESCRIPTOR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of the module, the learner/students must be able to: LO1. LO2. LO3. Define and discuss human rights concepts. Present and discuss basic concepts of the rights-based approach to development. Identify and apply human rights obligations and accountabilities.
LO1. DEFINE AND DISCUSS HUMAN RIGHTS CONCEPTS ASSESSMENT CRITERIA: 1. Human rights concepts and principles are identified, discussed and internalized. 2. Personal experiences related to human rights are discusses and processed. CONTENTS: National and International Human Rights Frameworks o The History of Rights o Sources of International Human Rights Law o Human Rights in the 1987 Philippine Constitution Human Rights Principles o The Role of Human Rights Principles in Development o Human Rights Principles that Guide Development o Inherent to the content of human rights o Inherent to the content of good and democratic governance o Overarching principles Personal experiences related to human rights Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing human rights-practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports LO2. PRESENT AND DISCUSS the basic concepts of the RIGHTS-BASED APPROACH TO DEVELOPMENT ASSESSMENT CRITERIA: 1. The Human Rights-Based Approach (HRBA) to development is defined and discussed. 2. Practices and activities related to HRBA is identified and applied to development initiatives.
3. Development programming using the rights-based approach is promoted to the identified community. CONTENTS: What does it mean to be poor? The Rights-Based Approach to development: o Limitations to traditional approaches to development o Development as the realization of the fundamental human rights and freedoms o The rights to development The role of human rights in development A rights-based approach to development programming o Needs versus rights: Effectiveness and sustainability in development projects o Guiding principles underlying a rights-based approach in development o Step Guide: Rights-based approach to development Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing human rights-practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports LO3. IDENTIFY AND APPLY HUMAN RIGHTS OBLIGATIONS AND ACCOUNTABILITIES ASSESSMENT CRITERIA: 1. The normative contents of human rights are identified, discussed and practiced. 2. Human rights obligations and accountabilities are identified, discussed and promoted and realized. 3. Human rights concepts are mainstreamed in the development processes.
CONTENTS: The normative contents of human rights: o Roles in the realization of human rights: claim holders and duty bearers State obligations Obligations of individuals Obligations of the communities o Right to life o Equality and non-discrimination o Right to social security o Right to work o Right to health o Right to food o Right to housing o Right to education Progressive realization to the maximum of the countrys available resources Human obligations and accountabilities Development Management frameworks Community Organizing skills and knowledge CONDITION: The students/learners must be provided with the following: Books and Manuals related to human rights development Hand-outs Computer with printer Internet access CDs and videos showing human rights-practices Writing materials LCD Projector METHODOLOGIES: Lecturette Presentation Group discussion Case analysis Group activity ASSESSMENT METHODS: Written tests Interview/recitation Evaluation of written reports
MODULES OF INSTRUCTION COMMON COMPETENCIES TECHNOLOGY-BASED COOPERATIVE MANAGEMENT (NTR)
: :
DEVELOP ENTREPRENEURIAL VALUES AND COMPETENCIES DEVELOPING AND MOTIVATING ENTREPRENEURIAL VALUES AND COMPETENCIES This module covers the knowledge, skills, behavior and motivations required to develop entrepreneurial values and competencies of trainees. This role may be carried out by operational supervisors and managers to their subordinates by identifying entrepreneurial readiness and business appreciation.
MODULE DESCRIPTOR :
: :
24 hours NTR
Upon completion of the module, the learner/students must be able to: LO1. LO2. LO3. Develop personal entrepreneurial competencies and values. Identify and demonstrate skills associated with enterprise development. Assess the environment for business prospecting.
LO1. DEVELOP PERSONAL ENTERPRENEURIAL COMPETENCIES AND VALUES ASSESSMENT CRITERIA: 1. The available entrepreneurial skills base is utilized appropriately to roster the most effective mix of personal entrepreneurial values and competencies to meet different operational requirements. 2. The right mix of entrepreneurial qualities and skills are identified and applied. 3. Entrepreneurial functions are matched with the standard entrepreneurial personality. 4. Principal motivators to becoming an entrepreneur are identified viz-a-vis the self-starter guide. CONTENTS: Entrepreneurial self-assessment: o The Self-rating Questionnaire o The PEC Profile Sheet Characteristics and values of an entrepreneur Ways to developing and strengthening self as entrepreneur Eight Entrepreneurial functions The personal entrepreneurial development plan The entrepreneurial readiness exercise Factors to be considered when developing entrepreneurial values The entrepreneurial personality Principal motivators in wanting to run owns business Factors of success Organizing information Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Analysis of the PEC submitted Written tests
LO2. IDENTIFY AND DEMONSTRATE SKILLS ASSOCIATED WITH ENTERPRISE DEVELOPMENT ASSESSMENT CRITERIA: 1. The right line of business is carefully chosen by employing proper techniques and creating an enterprise. 2. Guidelines are followed in making exhaustive exploration for business ideas. 3. Activities and initiatives are brainstormed for product/service identification and development an enterprise. CONTENTS: Choosing the line of business o The five basic types of business Identifying business ideas o Profiling town or province o Scanning local materials o Scanning available skills o Identifying new technologies o Determining market demands Brainstorming guide for product/service identification and development The creativity game The personal inventory exercises Making the final choice Project screening Organizing information Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of project submitted Written tests
LO3. ASSESS THE ENVIRONMENT FOR BUSINESS PROSPECTING ASSESSMENT CRITERIA: 1. The social and economic impact of entrepreneurship is identified and discussed. 2. The nature and scope of influence of the various sectors to the proposed business is determined and given importance like economic, political, social and cultural influences. 3. Business prospecting is effectively done by determining values and practices deterrent to entrepreneurship, and employing techniques of getting the right start. CONTENTS: Factors that lead to the success of an enterprise Social and economic impact of entrepreneurship Filipino values favorable to entrepreneurship Buying an selling habits of Filipinos The traits of the Filipino Factors that influence the interest in packaging Values in business Nature and scope of government support How and where to obtain prospects Ingredients of a good window display Defining a customer Prospecting and getting the right start Organizing information Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of project submitted Written tests
: : :
DEVELOP A BUSINESS PLAN DEVELOPING AN EFFECTIVE BUSINESS PLAN This module deals with the skills and knowledge and behavior required to conceptualize and write a business plan and significant technical reports particularly related to business undertakings and development projects. It focuses on project proposal development and business planning techniques 40 hours NTR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. LO5. Conduct environmental scanning and business opportunities. Prepare the technical/service/production aspect of the business plan. Prepare the organizational aspect of the business plan. Prepare the marketing aspect of the business plan. Prepare the financial aspect of the business plan.
LO1. CONDUCT ENVIRONMENTAL SCANNING AND BUSINESS OPPORTUNITIES ASSESSMENT CRITERIA: 1. The external environment in which the business will operate is carefully studied. 2. The National Economic Setting, the regional business environment, and the local business environment are scanned and resources are identified for the establishment of prospective enterprise. 3. The most prevalent trends in establishing a business and creating business ideas are identified and made use in the prospective business. CONTENTS: Business scenarios and trends Demand for quality, customer service at lower cost Identifying production technology How to expand service sector Demand for social responsibility of enterprises o Environmental impact o Impact on employees o Demands of society National Economic Setting Regional and local business environment Identifying prevalent trends Identifying community resources that can be used as raw materials for small enterprises or available skills for services New Project Ideas Form Conducting successful business opportunities scanning Communication skills and techniques, and interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of business project ideas submitted Written tests
LO2. PREPARE THE TECHNICAL/SERVICE/PRODUCTION ASPECT OF THE PLAN ASSESSMENT CRITERIA: 1. The aspects included in the technical and/or production aspect of an enterprise are reviewed. 2. The production aspect of a proposed business is crafted/designed and prepared. 3. Benefits for all stakeholders in a business are maximized through the use of established techniques and in the context of establishing the production/technical aspect of the business. 4. Feedback and input from stakeholders are incorporated into the production/technical plan. CONTENTS: Technical/Production Aspect status form The Technical Aspect Flowchart Product specification Production process Production schedule Categorization of machineries and equipment Plant location Treatment of raw materials and supplies Utilities identification The production cost Labor requirements in production The Social Responsibility of a project The Occupational Safety and Health (OSH) Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Computer LCD Projector Sales Kit/Tools Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation
ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of business technical/production plan submitted Written tests LO3. PREPARE THE ORGANIZATIONAL ASPECT OF THE PLAN ASSESSMENT CRITERIA: 1. The aspects included in the organizational/management aspect of an enterprise is reviewed. 2. Organizational/management aspect of a proposed business is crafted/designed and prepared. 3. Benefits for all stakeholders in a business are maximized through the use of established techniques and in the context of establishing the organizational/management aspect of the business. 4. Feedback and input from stakeholders are incorporated into the organizational/management plan. CONTENTS: Organizational/management aspect status form Selecting a partner Definition of an organization Organization and management aspect flowchart Forms of enterprise ownership The basic organizational patterns for an enterprise: o Organization by time o Organization by enterprise function o Organization by territory o Organization by product Market-oriented organization The organizational structure of a business cooperative The purpose of staffing as a function of entrepreneur-manager The project schedule and importance of a feasibility study Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Computer LCD Projector Sales Kit/Tools
Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of business organizational/management plan submitted Written tests LO4. PREPARE THE MARKETING ASPECT OF THE PLAN ASSESSMENT CRITERIA: 1. The aspects included in the marketing aspect of an enterprise are reviewed. 2. The marketing aspect of a proposed business is crafted/designed and prepared. 3. Benefits for all stakeholders in a business are maximized through the use of established techniques and in the context of establishing the marketing aspect of the business. 4. Feedback and input from stakeholders are incorporated into the marketing plan. CONTENTS: Understanding the market aspect of a project o Market and market study and the 6Ws o Analyzing market demand (product demand analysis; product supply analysis) o Comparing demand and supply trends o Determining market share The marketing program: The 4 Ps Common methods in determining the price of a product o Cost-oriented pricing o Demand oriented pricing o Competition-oriented pricing The distribution channels of products/services Product promotion techniques: o Advertising o Personal selling o Publicity o Sales promotion The importance of trade fairs and exhibitions Dos and donts of trade fairs Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts
Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification CDs Computer LCD Projector Sales Kit/Tools Videos related to business/enterprise development Technology-based videos METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of the marketing plan submitted Written tests LO5. PREPARE THE FINANCIAL ASPECT OF THE PLAN ASSESSMENT CRITERIA: 1. The aspects included in the financial aspect of an enterprise are reviewed. 2. The financial aspect of a proposed business is crafted/designed and prepared. 3. Benefits for all stakeholders in a business are maximized through the use of established techniques and in the context of establishing the financial aspect of the business. 4. Feedback and input from stakeholders are incorporated into the financial plan. CONTENTS: The financial management aspect status form The financial study o Items to be considered in estimating project cost o Estimating the projects initial current assets o Inventory investments o Inventory-related costs o Cash credits Minimizing the initial investment outlay for a project o Investments on physical facilities o Investments in working capital o Availing credit terms Sourcing out funds for an enterprise Evaluating financial statements for the feasibility of a business enterprise Communication skills and techniques Interpersonal skills
CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and scanning activities Survey forms Books and manuals for business opportunities identification Computer LCD Projector Sales Kit/Tools Videos related to business/enterprise development Technology-based videos Sample financial statements METHODOLOGIES: Lecture-discussion Workshops Presentation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of business financial plan submitted Written tests
: : : :
PROJECT MANAGEMENT INITIATE AND EXECUTE PROJECT MANAGEMENT INITIATING AND EXECUTING PROJECT MANAGEMENT This module deals with the skills, knowledge and behavior required to help improve the results for all projects undertaken. It involves tools that can help make projects successful whether they are projects at work, or projects at home that are easy to use. 40 hours NTR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. LO5. Study the basics of project management. Initiate the project and its kick-off. Plan the project scope. Assemble and execute the project plan. Perform a closing out of the project.
LO1. STUDY THE BASICS OF PROJECT MANAGEMENT ASSESSMENT CRITERIA: 1. The importance of using the new approach to project management versus the old approach is differentiated and discussed. 2. The types of people who typically work on projects with their corresponding roles are explored. 3. The four phases of any project with their corresponding requirements in each phase are learned. CONTENTS: Definition of a project and project management Characteristics of a project management method The new and traditional types of project management o Directive project management o Participatory project management Roles of project management o Project leader role o Project team member o Sponsor role o Project customer role o Resource or functional manager role The four phases of a project o Initiation o Planning o Execution o Close out Communication skills and techniques Computer knowledge and skills Internet surfing skills and knowledge CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on Project management Internet access Computer with printer LCD Projector Sample project management reports METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning
Evaluation of reports submitted Written tests LO2. INITIATE THE PROJECT AND ITS KICK-OFF ASSESSMENT CRITERIA: 1. Issue agenda was issued before the kick-off meeting 2. Stakeholders are included in the kick-off meeting who could have benefited from the project 3. The charter was presented and reviewed and questions from the stakeholders are answered 4. Planning meetings are scheduled. CONTENTS: Writing the scope section Writing the resources section Getting the charter approved The issues list o The proper use of an issues list o Monitoring the issues list Lessons-learned list Assembling the project team o Small projects o Large projects Content and process check Leading the project team Kicking off the project o Kick off and the team process o The kick-off and planning meeting Reviewing the charter The team contract Communication skills and techniques Computer knowledge and skills Internet surfing skills and knowledge CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on Project management Internet access Computer with printer LCD Projector Sample project management reports
METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO3. PLAN THE PROJECT SCOPE ASSESSMENT CRITERIA: 1. The project components and subcomponents are identified and organized including the team involved in the project with their corresponding roles. 2. A subproject tee diagram is prepared, introduced and adopted. 3. Risks in relation to the putting up of a project are assessed and reassessed. 4. A milestone schedule and a project budget are prepared and adopted. CONTENTS: Defining the customer and the need The final deliverable Customer acceptance criteria and requirement The scope description and boundaries The stakeholders Breaking down the final deliverables: o Defining interim deliverables o Creating subprojects o Defining the subprojects Assessing skills Assessing stakeholders representation Team member liaisons The subproject tree diagram Empowerment of the team Assessing risk o Types of risks o Risk assessment meeting - Identifying risk: stage one - Analyzing risks: stage two - The risk pi matrix - Develop and analyze countermeasures: stage three Reassessing overall risk Developing a schedule Developing a budget
CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on Project management Internet access Computer with printer LCD Projector Sample project management reports METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO4. ASSEMBLE AND EXECUTE THE PROJECT PLAN ASSESSMENT CRITERIA: 1. The change-management process is included in the project plan and is executed 2. Team meetings are conducted with the team members actively involved in making sure the project stays on track. 3. Status reports are regularly issued and reviewed during regular and special meetings. 4. Feedback from the sponsors and customers on their perceptions of the project performance are solicited and recorded. CONTENTS: Resource planning Change-management process plan The change-management process o The request o The impact analysis o Approvals o The change log Assembling the project plan The team-based tools: the IOAC Funnel o Affinity diagram o Interrelationship digraph o Mt decision matrix o Multivoting Executing the plan: o Monitor potential problems o Review status o Review request for changes
o Review and update the issue list Evaluating meetings with the customers and sponsors Delivering the final deliverables Communication skills and techniques Computer knowledge and skills Internet surfing skills and knowledge CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on Project management Internet access Computer with printer LCD Projector Sample project management reports METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO5. PERFORM A CLOSING OUT OF THE PROJECT ASSESSMENT CRITERIA: 1. Honest feedback from the customers, sponsors, team members, and stakeholders about the deliverables and project processes are presented. 2. Final status report is prepared, completed and presented. 3. Each team members and the rest of the stakeholders are involved in the evaluation of the project. 4. The project leader has discussed the recommendations with the sponsors before issuing the close-out report. CONTENTS: Customer evaluation Customer interview Final status report Sponsor evaluation Other stakeholder evaluations Team member evaluations Lessons learned Recommendations for improvement
The close-out report The seven keys to successful project o Using an effective method o Investing in planning o Involving the customers o Making it manageable o Developing the team o Communicating effectively o Learning from mistakes The project leadership self-assessment Communication skills and techniques Computer knowledge and skills Internet surfing skills and knowledge CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on Project management Internet access Computer with printer LCD Projector Sample project management reports METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests
: : :
ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS ESTABLISHING AND CONDUCTING BUSINESS RELATIONSHIPS This module deals with the skills and knowledge required to manage business relationships with customers or suppliers within a business context. It focuses on the relationship building and negotiation skills. 24 hours NTR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. Establish and conduct business relationships. Conduct negotiations. Make formal business agreements. Foster and maintain business relationships.
LO1. ESTABLISH AND CONDUCT BUSINESS RELATIONSHIPS ASSESSMENT CRITERIA: 1. Relationships are established in a manner that promotes goodwill and trust between the enterprise, its customers and suppliers. 2. Trust and respect are built in business relationships through use of effective communication skills and techniques. 3. Opportunities to maintain regular contact with customers and suppliers are identified and taken up. CONTENTS: Types of formal agreements Establishing and building business contacts Conducting successful business negotiations Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Relationship-building and negotiation activities with a range of individuals with whom the candidate has an actual or potential business relationship. METHODOLOGIES: Lecture-discussion Role-play Simulation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO2. CONDUCT NEGOTIATIONS ASSESSMENT CRITERIA: 1. Negotiations are conducted in a business-like and professional manner within the relevant cultural context. 2. Negotiations are conducted in the context of the current enterprise marketing focus. 3. Benefits for all parties in the negotiation are maximized through use of established techniques and in the context of establishing long term relationships. 4. Feedback and input from colleagues are incorporated into the negotiation. 5. The results of negotiations are communicated to appropriate colleagues and stakeholders within the appropriate timeframes.
CONTENTS: Professional business negotiations procedures Effective negotiating skills and techniques Presenting a proposal/Business proposal presentation skills CONDITIONS: The students/trainees must be provided with the following: Writing materials Handouts/brochures Sales kit/portfolios OHP/computer/LCD Relationship-building and negotiation activities with a range of individuals with whom the candidate has an actual or potential business relationship. METHODOLOGIES: Lecture-discussion Role-play Simulation ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted LO3. MAKE FORMAL BUSINESS AGREEMENTS ASSESSMENT CRITERIA: 1. Agreements are confirmed in writing using formal contracts and in accordance to enterprise requirements. 2. Appropriate approvals for all aspects of formal agreements are checked and obtained in accordance with enterprise procedures. 3. The need for specialist advice in the development of contracts is identified and sought where appropriate. CONTENTS: Importance of contracts/MOA Preparing contracts/MOA Legal issues in preparing contracts CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Sample agreements and contracts Computer
METHODOLOGIES: Lecture-discussion Role-play Simulation Case study/written exercises ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO4. FOSTER AND MAINTAIN BUSINESS RELATIONSHIPS ASSESSMENT CRITERIA: 1. Information needed to maintain sound business relationships are pro-actively sought, reviewed and acted upon. 2. Agreements are honored within the scope of individual responsibility. 3. Adjustments to agreements are made in consultation with the customer/supplier and information is shared with appropriate colleagues. 4. Relationships are nurtured through regular contact. CONTENTS: Legal issues in the performance of obligations in the contract Building and maintaining relationships CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample agreements and contracts METHODOLOGIES: Lecture-discussion Role-play Simulation Case study ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests
: : :
PRACTICE E-COMMERCE INTRODUCING AND PRACTICING E-COMMERCE This module deals with the skills and knowledge and behavior required to manage and practice e-commerce with customers or suppliers within an industry or any business context. It focuses on keeping abreast of the technology in doing business through the use of a cyberspace and internet features. 40 hours NTR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. Describe electronic commerce, its legal, social, and ethical dimensions. Identify business models that are competitive on the Internet. Perform the E-Commerce strategy building process. Create an effective website for the identified business and perform online marketing.
LO1. DESCRIBE ELECTRONIC COMMERCE, ITS LEGAL, SOCIAL AND ETHICAL DIMENSIONS ASSESSMENT CRITERIA: 1. Business relationships are established in a manner that promotes goodwill and trust between the enterprise, its customers and suppliers through legal cyberspace transactions. 2. Social and ethical dimensions of transacting business on the Internet are determined and applied 3. Opportunities to establish regular contact with customers and suppliers are identified and taken up. CONTENTS: Definition and description of Electronic Commerce Surfing the Cyberspace Making money on the internet Safe Shopping on the Net Making E-Commerce Secure Cyber Law: Legal Issues in Electronic Commerce Social and ethical dimensions of E-Commerce Communication skills and techniques Computer knowledge and skills Internet surfing skills and knowledge CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on E-Commerce Internet access Computer with printer LCD Projector Documents needed in transacting business through the Internet METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO2. IDENTIFY AND DISCUSS BUSINESS MODELS THAT CAN COMPETE IN THE INTERNET ASSESSMENT CRITERIA: 1. New kinds of business models are developed and evolved through internet commerce.
2. Right and true business models or the method of doing business on the net is accepted and adopted by the new breed of entrepreneurs. 3. Business models are defined and categorized in many different ways as they apply to the type of economy observable on the web. CONTENTS: The New Business Models on the Net o Brokerage Advertising o Infomediary o Merchant o Manufacturer (Direct) o Affiliate o Community o Subscription o Utility Scanning the E-Commerce Environment Computer skills and knowledge Internet surfing skills Business management knowledge and skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on E-Commerce Internet access Computer with printer LCD Projector Documents needed in transacting business through the Internet METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO3. PERFORM THE E-COMMERCE STRATEGY BUILDING PROCESS ASSESSMENT CRITERIA: 1. E-Commerce partners could be helped in discovering and defining opportunities for success online through a well-crafted strategy in building business online regardless of the type of business model.
2. The necessary blueprints and guidelines to implement and deliver an E-Commerce site that generates real economic results and continuously exceeds customer expectations are provided 3. An effective E-Commerce site is created by understanding and defining the business strategy, goals and metrics for the site that is tailored to meet those site objectives. CONTENTS: Key issues in implementing an E-Commerce Strategy Checklist in ensuring a Click-ready E-Business: The 10 Steps The E-Commerce Strategy Building: o Starting with the 5Ps o Achieving real economic benefits for the business o Measuring success o Implementing holistic methodology o The E-Commerce Requirements Specification (ERS) Preparing a Strategic Plan for the identified business model Computer skills and knowledge Internet surfing skills Business management knowledge and skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on E-Commerce Internet access Computer with printer LCD Projector Documents needed in transacting business through the Internet Sample E-Commerce Strategic Plan METHODOLOGIES: Lecture-discussion Presentation Workshop ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Written tests LO4. CREATE AN EFFECTIVE WEBSITE FOR THE IDENTIFIED BUSINESS AND PERFORM ONLINE MARKETING ASSESSMENT CRITERIA: 1. Business and profits online grew in the competitive world of the web because of some careful planning.
2. 3.
Basic risks and pitfall along the way are addressed and successful E-Commerce business is established. The E-Commerce opportunity is taken full advantage because of a Web business with a solid foundation that took full consideration of the elements of E-Commerce.
CONTENTS: The E-commerce implementation Creating own website o The Elements of E-Commerce o Establishing Online Identity with the Right Web Address o Managing Domain Names o Building a User-Friendly Site o Choosing the right size building tools o The E-Commerce Design Tips o What to Look for in a Web Hosting Company o Set Up Your Web Server-or Select an ISP to Host o Accepting Credit Cards o Promoting the Site o Start selling Getting online with the business Online marketing Mobile Commerce CONDITIONS: The students/trainees must be provided with the following: Writing materials References/Handouts Books and manuals on E-Commerce Internet access Computer with printer LCD Projector Documents needed in transacting business through the Internet Sample E-Commerce Strategic Plan METHODOLOGIES: Lecture-discussion Presentation Workshop Project designing ASSESSMENT METHODS: Observation Interviews/questioning Evaluation of reports submitted Evaluation of project on Web designing for E-Commerce using a certain business model Written tests
: :
CONDUCT MEETINGS AND SESSIONS CONDUCTING AND HANDLING EFFECTIVE MEETINGS FOR ENTREPRENEURS This module deals with knowledge, attitudes, and skills required in handling meetings for entrepreneurs. It deals with the essentials of handling groups of people trying to work harmoniously together with high degree of efficiency and effectivity by exercising their freedom to speak in an orderly manner. 40 hours NTR
MODULE DESCRIPTOR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. LO5. Identify and discuss important principles in handling meetings. Present and discuss types and features of a meeting. Identify and discuss participants of a meeting. Discuss proceedings of a meeting. Discuss features of minutes of a meeting.
LO1. IDENTIFY AND APPLY IMPORTANT PRINCIPLES IN HANDLING MEETINGS ASSESSMENT CRITERIA: 1. Relationships are established in a manner that promotes goodwill and trust among the participants of a meeting through holding a meeting in an orderly manner. 2. Trust and respect are built in business relationships through use of effective communication skills and techniques, and the Parliamentary Procedure. 3. Opportunities to maintain regular contact with participants of a meeting are identified and taken up. CONTENTS: Parliamentary Law Meaning of Parliamentary Procedure The Parliamentary Authority Sources of Parliamentary Information The Primary Rule The Basic Rules in Parliamentary Procedure Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample minutes of meeting Books and manuals relating to writing and documentation Relationship-building networking activities with a range of individuals with whom the trainee has an actual or potential business relationship that requires the conduct of a meeting Actual observance of a meeting Videos and CDs for illustrating meetings METHODOLOGIES: Lecture-discussion Role-play Simulation Case study Actual attendance of a real business meeting ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests
LO2. PRESENT AND DISCUSS TYPES AND FEATURES OF A MEETING ASSESSMENT CRITERIA: 1. Formal small group sessions are classified according the features of a meeting as differentiated against a session. 2. Meetings are conducted in the context of a formal business meeting. CONTENTS: Definition of a meeting The difference between sessions and meetings Essentials of a good meeting The kinds of meetings in a business organization o Management meeting o Board meeting o Staff meeting o Business meeting o Etc. Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample minutes of meeting Books and manuals relating to writing and documentation Relationship-building networking activities with a range of individuals with whom the trainee has an actual or potential business relationship that requires the conduct of a meeting Actual observance of a meeting Videos and CDs for illustrating meetings METHODOLOGIES: Lecture-discussion Role-play Simulation Case study Actual attendance of a real business meeting ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests
LO3. IDENTIFY AND DISCUSS PARTICIPANTS OF A MEETING ASSESSMENT CRITERIA: 1. Participants with their corresponding roles and responsibilities of a meeting are identified and determined. 2. Appropriate approvals and disapproval for all aspects of formal meeting are checked and obtained in accordance with the proper use of a gavel. CONTENTS: The main characters in a meeting o The Chairman o The secretary o The members o The parliamentarian Specific duties and responsibilities of the Chairman The Use of a Gavel Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample minutes of meeting Books and manuals relating to writing and documentation Relationship-building networking activities with a range of individuals with whom the trainee has an actual or potential business relationship that requires the conduct of a meeting Actual observance of a meeting Videos and CDs for illustrating meetings METHODOLOGIES: Lecture-discussion Role-play Simulation Case study Actual attendance of a real business meeting ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests
LO4. DISCUSS PROCEEDINGS OF A MEETING ASSESSMENT CRITERIA: 1. Information needed to establish and actualize a meeting is gathered and applied. 2. A meeting is conducted in proper order through the observance of the proper parliamentary procedure. 3. Agreements are easily reached at designated time and places and in orderly manner among participants of a meeting. 4. Benefits for all participants in a meeting are maximized through the use of established procedures and in the context of establishing business relationships. CONTENTS: Basic rules governing meetings Existence of a quorum Observance of order of business Rules on speaking properly Order of business versus orders of the day Calling the meeting to order Meeting rituals (preliminaries) Meeting proceedings: o Quorum o Reading of correspondence o Approval of agenda o Reports o Special orders o Unfinished business o New business or other matters o Announcements o Adjournment Motion to fix time to which to adjourn Parliamentary donts Voting Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample minutes of meeting Books and manuals relating to writing and documentation Relationship-building networking activities with a range of individuals with whom the trainee has an actual or potential business relationship that requires the conduct of a meeting Actual observance of a meeting Videos and CDs for illustrating meetings
METHODOLOGIES: Lecture-discussion Role-play Simulation Case study Actual attendance of a real business meeting ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests LO5. DISCUSS FEATURES OF MINUTES OF A MEETING ASSESSMENT CRITERIA: 1. Information needed to document the proceedings of a meeting and preparation of the minutes of meeting are gathered and applied. 2. Proper documentation of the proceedings of a meeting is done through the preparation of the minutes of meeting. 3. Duties and responsibilities of people involved in the preparation and deployment of the minutes of meeting are determined. CONTENTS: Definition of a minutes of meeting Inclusions and exclusions in a minutes of meeting Reading of minutes Dispensing reading of minutes Correcting minutes of meeting Forms of minutes Specific duties and responsibilities of a secretary Documentation and writing skills Communication skills and techniques Interpersonal skills CONDITIONS: The students/trainees must be provided with the following: Writing materials References Handouts Sample minutes of meeting Books and manuals relating to writing and documentation Relationship-building networking activities with a range of individuals with whom the trainee has an actual or potential business relationship that requires the conduct of a meeting Videos and CDs for illustrating meetings
METHODOLOGIES: Lecture-discussion Role-play Simulation Case study ASSESSMENT METHODS: Observation Interview/questioning Evaluation of reports submitted Written tests
MODULES OF INSTRUCTION CORE COMPETENCIES TECHNOLOGY-BASED COOPERATIVE MANAGEMENT (NTR)
: : :
USE RELEVANT TECHNOLOGIES USING RELEVANT TECHNOLOGIES FOR COOPERATIVES This module covers the knowledge, skills and attitudes required in selecting, sourcing and applying appropriate and affordable technologies in the workplace. 60 hours NTR
: :
Upon completion of the module, the learner/students must be able to: LO1. LO2. LO3. Study and select appropriate technology for running a cooperative enterprise. Apply relevant technology for various transactions. Maintain and enhance the identified relevant technology.
LO1. STUDY AND SELECT APPROPRIATE TECHNOLOGY FOR RUNNING A COOPERATIVE ENTERPRISE ASSESSMENT CRITERIA: 1. Appropriate technologies are studied based on work requirements. 2. Appropriate technologies are identified and selected based on work requirements. CONTENTS: Machineries/equipment and their application Software/ programs CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Multimedia Video tape Brochures CDs Internet access Computer METHODOLOGIES: Lecturette Self-paced instruction Group discussion Film showing ASSESSMENT METHODS: Written Interview LO2. APPLY RELEVANT TECHNOLOGY FOR VARIOUS TRANSACTIONS ASSESSMENT CRITERIA: 1. Relevant technology is used in carrying out functions based on work requirements. 2. Applicable software and hardware is used as per job requirement. 3. Management concepts are observed as per established industry practices. CONTENTS: Office technology Industrial technology System technology Information technology Training technology Different software/hardware 5S (Proper House Keeping)
CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Multimedia Video tape Brochures CDs Internet access Computer METHODOLOGIES: Lecturette Self-paced instruction Group discussion Film showing ASSESSMENT METHODS: Written Interview LO3. MAINTAIN AND ENHANCE THE IDENTIFIED RELEVANT TECHNOLOGY ASSESSMENT CRITERIA: 1. Maintenance of technology is applied in accordance with the industry standard operating procedure, manufacturers operating guidelines and occupational health and safety procedure 2. Updating of technology is maintained through continuing education or training in accordance with job requirement. 3. Appropriate action for technology failure/defect is immediately reported to the concerned/ responsible person or section. CONTENTS: Corrective and preventive maintenance Upgrading of technology Communication skills Organizational set-up/work flow CONDITION: The students/learners must be provided with the following: Manuals Hand-outs Multimedia Video tape Brochures CDs Internet access Computer
METHODOLOGIES: Lecturette Self-paced instruction Group discussion Film showing ASSESSMENT METHODS: Written Interview
: :
ADOPT COOPERATION AS A SOCIO-ECONOMIC MOVEMENT ADOPTING COOPERATION AS A MECHANISM FOR SOCIOECONOMIC DEVELOPMENT This module deals with the knowledge, skills, behavior and motivations required to respond effectively to the changing mode of the societal needs and conditions as practiced. It also intends to integrate topics and exercises relevant to cooperative identity. 30 hours : Trainees or students should prior knowledge or exposure to English Communication, Basic or General Mathematics (Arithmetic and Algebra) and Problem Analysis.
MODULE DESCRIPTOR
SUMMARY OF LEARNING OUTCOMES
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. Identify and discuss early cooperative practices. Present and discuss the Rochdale Pioneers and the birth of modern cooperation. Discuss and analyze cooperative identity. Identify and discuss the organizational structure of a cooperative.
LO1. IDENTIFY AND DISCUSS EARLY COOPERATIVE PRACTICES ASSESSMENT CRITERIA: 1. The Owens New Lanark Cooperative Colony is discussed and analyzed as an industrial revolution. 2. Topics on other Early Cooperatives are thoroughly undertaken and discussed. CONTENTS: The history of industrial revolution and the factory system Owens New Lanark Cooperative Colony Emergence of a cooperation with a big C. Cooperative shops and friendly societies The First Wave of cooperation Factors affecting the success of the early cooperatives CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Information sheets on the history of cooperatives Books containing historical information on cooperativism
METHODOLOGIES: Discussion Lecture Workshop ASSESSMENT METHODS: Written exam Case studies analysis Recitation/graded discussion LO2. PRESENT AND DISCUSS THE ROCHDALE PIONEERS AND THE BIRTH OF MODERN COOPERATION ASSESSMENT CRITERIA: 1. The details of the cooperative movement which began in Rochdale, Manchester are carefully discussed and analyzed. 2. The features and initiatives of the Rochdale Pioneers Society are detailed and examined to get a full grasp of the cooperative movement.
CONTENTS: The Rochdale Equitable Pioneers Society profile. The Pioneers struggles and initiatives. Other historical information that relates to cooperation as a socio-economic movement. CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Information sheets on the history of cooperatives Books containing historical information on cooperativism
METHODOLOGIES: Discussion Presentation Lecture Case studies analysis ASSESSMENT METHODS: Written exam Recitation/graded discussion Evaluation of case studies reports LO3. DISCUSS AND ANALYSE COOPERATIVE IDENTITY ASSESSMENT CRITERIA: 1. The distinguishing features that set cooperatives apart from other business enterprises are carefully discussed and understood. 2. Cooperative values and principles are discussed, dissected and applied. 3. Different types of cooperatives in the Philippines are identified and discussed to ensure the trainees can clearly distinguish one from another. 4. The different cooperative principles and practices are analyzed and applied. CONTENTS: The cooperative differences The International Cooperative Alliance (ICA) Various definitions of a cooperative The common different types of cooperatives in the Philippines The Cooperative Values The Six Universal Cooperative Principle
CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills SUPPLIES & MATERIALS Writing pads and pens Handouts LEARNING MATERIALS Information sheets on the history of cooperatives Books containing historical information on cooperativism
METHODOLOGIES: Discussion Lecture Participatory lecture/discussion Workshop ASSESSMENT METHODS: Written exam Case studies analysis Recitation/graded discussion LO4. IDENTIFY AND DISCUSS THE ORGANIZATIONAL STRUCTURE OF A COOPERATIVE
ASSESSMENT CRITERIA: 1. The organizational set-up of a cooperative is familiarized viz-a-vis the functions, duties and responsibilities of the various components of the organization. 2. Accurate and complete specifications of the differences in roles, powers and authorities of the three major compositions of a cooperative organization are discussed. CONTENTS: Standard composition of a cooperative organization Duties and functions of the Board of Directors Duties and functions of the Management Duties and Functions of the General Assembly Duties and functions of the various committees
CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer METHODOLOGIES: Discussion Lecture Educational Tour ASSESSMENT METHODS: Evaluation of the suitability of a cooperative organization through a visit to selected established cooperatives Case studies to assess the leadership and management of the cooperative by its leaders and members Review of documentation and specifications prepared by the trainees TOOLS AND ACCESSORIES Software for presentation skills Internet access SUPPLIES & MATERIALS Organizational framework of a cooperative Chart LEARNING MATERIALS The Cooperative Code of the Philippines Books and manuals about cooperatives in the Philippines
UNIT OF COMPETENCY
UNDERSTAND COOPERATIVES AND SOCIAL TRANSFORMATION UNDERSTANDING COOPERATIVES AND SOCIAL TRANSFORMATION This module presents the development direction of the cooperative movement for the rest of the century and the new millennium. It enumerates the sectoral concerns of cooperatives worldwide including the Philippines cooperative movement. It also defines the cooperative in relation to the major problems of the basic sectors and the development guidelines. 30 hours There are no entry requirements for trainees or students wishing to enter into training on the Technology-based Cooperative Management qualification
MODULE TITLE
MODULE DESCRIPTOR
: :
PREREQUISITE
SUMMARY OF LEARNING OUTCOMES: Upon completion of this module the students/trainees will be able to: LO1. Explain the salient features of a cooperative that contributes to socio-economic transformation. Present and discuss the cooperative development agenda. Discuss and analyze the roles of cooperatives in agrarian reforms and national development. Present and discuss the Laws on Philippines Cooperative and CDA.
LO2. LO3. LO4.
LO1. EXPLAIN THE SALIENT FEATURES OF A COOPERATIVE THAT CONTRIBUTES TO SOCIO-ECONOMIC TRANSFORMATION ASSESSMENT CRITERIA: 1. The importance and sources of capital for cooperatives are understood. 2. Respective individual capacities and the habit of savings are developed. 3. Skills in developing a savings program demonstrated. 4. Various schemes to generate funds from internal and external sources are distinguished and understood. CONTENTS: Definition and features of a capital Lecture/Discussion on thrift and savings: Motives for Savings Schemes in generating funds for Capital Build-Up Various Savings Schemes Schemes on generating external funds for Capital Build-up: Grants and Donations, etc. Considerations in developing savings programs CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Internet access Calculators SUPPLIES & MATERIALS Sample Savings Plan LEARNING MATERIALS Books and videos relating to Savings Mobilization Information Sheets on Savings and Capital Buildup
: Discussion Lecture Case study ASSESSMENT METHODS: Evaluation of the sample Savings Mobilization and Capital Build-up Activities of sample cooperatives Case studies analysis Written exams Preparation of a Savings Scheme
LO2. PRESENT AND DISCUSS THE COOPERATIVE DEVELOPMENT AGENDA ASSESSMENT CRITERIA: 1. The key objectives and development agenda of the cooperatives are identified, discussed and analyzed relative to the major economic sectors of the country 2. Key information on a per sector basis is analyzed and stakeholders are identified 3. Internal and external factors are analyzed which may impact on the sector served by cooperatives. CONTENTS: Sustainable agriculture development and natural resources conservation concepts Concepts and principles towards production and consumption partners under the consumer sector Sustainable use of marine and freshwater resources All-sided improvements of the quality of living and working environments of the people under Housing sector Major roles of the industrial/Handicraft production Sector Education and information vital in encouraging peoples participation in livelihood creation CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Information sheets on profiles of sectors involving cooperatives Books and manuals about cooperatives and cooperativisms
METHODOLOGIES: Discussion Lecture Individual reporting ASSESSMENT METHODS: Evaluation of concept, theme and ideas through a student presentation Oral or written questions to assess knowledge of the range of key market factors and management issues to be considered in each to the sectors Written exam
LO3. DISCUSS AND ANALYZE THE ROLES OF COOPERATIVES IN AGRARIAN REFORMS AND NATIONAL DEVELOPMENT ASSESSMENT CRITERIA: 1. Agriculture as the backbone of the economy is discussed. 2. Issues of development are incorporated into the concepts and theme. 3. Land ownership and distribution as well as the roles of the farmers are tackled. 4. A summary of key steps and procedures to support the development of mechanisms for the effective services of cooperatives are developed CONTENTS: Philippine status of economy Agriculture as the backbone of the Philippine economy Key stakeholders for different sectors that can propel national development Strengthening the agriculture and industry through equity. Protecting the gains from Land Reforms through productivity Savings Mobilization and credit schemes Research skills to seek information associated with economic development. Communication skills to be able to present socio-economic updates CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills Internet access SUPPLIES & MATERIALS Research materials Presentation materials Reports LEARNING MATERIALS Labor Market Information Manuals and circulars
METHODOLOGIES: Discussion Lecture Reporting/Presentation Research ASSESSMENT METHODS: Evaluation of the research reports and presentations by trainees Oral or written questions to assess knowledge of the trainees on the prevailing development issues in the country Written exam
LO4. PRESENT AND DISCUSS THE LAWS ON PHILIPPINE COOPERATIVE AND CDA ASSESSMENT CRITERIA: 1. The brief history of the Philippines cooperative movement is presented and discussed as basis for the foundations of laws. 2. The evolution of laws on cooperative is presented and discussed and analyzed. 3. Laws on cooperative during the pre- and post-war periods compared. 4. The birth of the Cooperative Code of the Philippines is presented and discussed. 5. The structure and mandates of Cooperative Development Authority is discussed and familiarized by the trainees and stakeholders. CONTENTS: The CDA Act (R.A. 6939) Manuals of Rules and Regulations for Cooperatives with savings and credit in the Philippines Roles and functions of the CDA Handbook on Consumer Laws CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Software for presentation skills Internet access SUPPLIES & MATERIALS Writing pads and pens Handputs CDs LEARNING MATERIALS RA 6939 RA 6938 Handbook on Consumer laws Other books and materials dealing with cooperative laws
METHODOLOGIES: Discussion/Presentation Lecture ASSESSMENT METHODS: Recitation Reporting Written exam
: :
DEVELOP COOPERATIVES AS BUSINESS ENTERPRISES TREATING AND DEVELOPING COOPERATIVES AS BUSINESS ENTERPRISES This module deals the knowledge, skills, behavior and motivations required to treat and develop cooperatives as business enterprises by identifying certain characteristics that are distinctly different from other formal business institutions. It also deals on the working knowledge of the cooperative form and its advantages and disadvantages vis--vis other types of business entities. 60 hours There are no entry requirements for trainees or students wishing to enter into training on the Technology-based Cooperative Management qualification.
MODULE DESCRIPTOR
: :
PREREQUISITE
Upon completion of this module the students/trainees will be able to: LO1. Source and apply information on the structure and operation of a cooperative in certain industries. Source and apply information on ethical and legal issues of the cooperative as an industry. Discuss the principles of cooperative management. Discuss and practice marketing and retail management in cooperatives.
LO2. LO3. LO4.
LO1. SOURCE AND APPLY INFORMATION ON THE STRUCTURE AND OPERATION OF A COOPERATIVE IN CERTAIN INDUSTRIES ASSESSMENT CRITERIA: 1. Sources of information on the cooperative business industry are identified correctly including information relating to: - Cooperative business industry structure - different types and elements of a cooperative business - cooperative business protocols - major industry bodies/associations - impacts of cooperatives on local economies - career opportunities. 2. Knowledge of the cooperative industry is used to enhance the quality of work performance. CONTENTS: Industry knowledge can be applied to work activities to maximize effective performance Knowledge of ways to maintain currency of knowledge. Main types of cooperative businesses : - objectives/roles - scope - nature of services - key stakeholders - key elements of establishing a business cooperative Structure and function of the cooperative business industry, including: - relationships between the cooperative industry and other industries - businesses and organizations involved in the industry, and - key motivations for establishing and sustaining cooperative businesses The role and impact of cooperative business on local economies Legal and ethical issues that impact on cooperative business including overview of relevant legislation Current and emerging technology for different aspects of the cooperative business process. Use of office electronic equipment Research skills to seek information on cooperative industry developments Communication skills CONDITIONS/RESOURCES: The students/trainees must be provided with the following:
EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Internet services SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Books and videos relating to cooperative business
METHODOLOGIES: Discussion Lecture/Presentation Case study ASSESSMENT METHODS: Case studies and problem solving to assess application of knowledge to different cooperative business organization situations and contexts Questions to assess knowledge of different aspects of the cooperative Review of portfolios of evidence and third party workplace reports of on-the-job performance by the trainees. LO2. SOURCE AND APPLY INFORMATION ON ETHICAL AND LEGAL ISSUES FOR THE COOPERATIVE AS AN INDUSTRY ASSESSMENT CRITERIA: 1. Information on legal and ethical issues is obtained to assist effective work performance. 2. Day-to-day cooperative organization activities are conducted in accordance with legal obligations and ethical industry practices. CONTENTS: Industry knowledge can be applied to work activities to maximize effective performance Legal formation of Cooperatives Legal framework of cooperatives The role and impact of cooperative business on local economies Legal and ethical issues that impact on cooperative business including overview of relevant legislations Current and emerging technology for different aspects of the cooperative business process. Use of office electronic equipment Research skills to seek information on industry developments Communication skills CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Books and videos relating to cooperative business Labor Code of the Philippines Obligations and contracts
METHODOLOGIES: Discussion Lecture/Presentation Case study ASSESSMENT METHODS: Case studies and problem solving to assess application of knowledge to different cooperative organization situations and contexts Questions to assess knowledge of different aspects of the cooperative business industry Review of portfolios of evidence and third party workplace reports of on-the-job performance by the trainees. LO3. DISCUSS THE PRINCIPLES OF COOPERATIVE MANAGEMENT ASSESSMENT CRITERIA: 1. Information on the several sources of financing for cooperatives including membership contribution, grants, credits, and loans from commercial and financial institutions are discussed 2. The business affairs of the cooperative as well as the management structure of the cooperative business operations are clearly identified and discussed 3. Knowledge on the system of communications for the cooperative members and the management team is established. CONTENTS: Sources of equity capital Cooperative Financing and Taxation Sources of debt capital. Balances between debt and equity capital. Key terms in financial statement of cooperatives. Functions and roles of management team. Selecting qualified directors and managers. Roles of members of cooperative. Communication: Directors/management, members and general public. Use of office electronic equipment Research skills to seek information on managing cooperative business Communication skills CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Books and videos relating to cooperative management Labor Code of the Philippines
Printer
Cooperative Code of the Philippines Obligations and contracts
METHODOLOGIES: Discussion Lecture Workshops Case study ASSESSMENT METHODS: Case studies and problem solving to assess application of knowledge to different cooperative business transactions Questions to assess knowledge of different aspects of managing the cooperative industry Written exams LO4. DISCUSS AND PRACTICE MARKETING AND RETAIL MANAGEMENT IN COOPERATIVES ASSESSMENT CRITERIA: 1. Shopping locally through local business and cooperative industries is promoted among residents, businesses, schools, government bodies, and all local organizations. 2. Local businesses are educated on the benefits of supporting the local economy and encouraged to development cooperative undertakings 3. Local business are encouraged to link and partner with cooperative businesses to boost the local economy CONTENTS: How the local economy works and the leaking bucket theory The benefits of shopping locally and working cooperatively Recent global retail and marketing trends Methods for researching retail issues and how to plan, develop, implement and evaluate a shop local campaign Definition of retailing and retail industry Characteristics of retailing Categories, functions, and activities of retailers in cooperative industries The cooperatives as retailing channels Retail market segmentation Use of office electronic equipment Research skills to seek information on industry developments Communication skills
CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer METHODOLOGIES: Discussion Lecture/Presentation Workshops Case study ASSESSMENT METHODS: Case studies and problem solving to assess application of knowledge and skills of cooperative marketing and retail management Questions to assess knowledge of marketing aspects of cooperatives Written Exams TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs LEARNING MATERIALS Books and videos relating to marketing and retails activities of cooperatives Labor Code of the Philippines
UNIT OF COMPETENCY
PERFORM RECORDS KEEPING AND REPORTING SYSTEMS IN A COOPERATIVE PERFORMING RECORDS KEEPING AND ESTABLISHING REPORTING SYSTEMS IN A COOPERATIVE This module deals with the knowledge, skills, behavior and motivations required to establish records keeping and reporting systems of cooperative transactions. It aims to provide adequate control in business operations; provide reliable information to management, BOD, and the members, aside from its being a requirement of the Law. 60 hours
MODULE TITLE
MODULE DESCRIPTOR
Upon completion of this module the students/trainees will be able to: LO1. LO2. Identify and apply records keeping and reporting systems in a cooperative Identify and discuss the basic records necessary to keep track of the operations of the cooperative
LO1. IDENTIFY AND APPLY RECORD KEEPING AND REPORTING SYSTEMS IN A COOPERATIVE ASSESSMENT CRITERIA: 1. All transactions are authenticated by a genuine business forms which serves as the basis for recording in books of accounts. 2. Reliable information is provided to the management, the BOD and the members through keeping records of cooperative transactions and operations through an established reporting system 3. Records and reports of cooperative transactions and operations are maintained. CONTENTS: The Philippines Cooperative Code of 2008 and all other laws about cooperatives A copy of the regulations of the CDA A register of member Minutes of the meetings of the general assembly, board of directors and committees Types of cooperative transactions Members of the cooperative structure that need accurate information External partners and other stakeholders of a cooperative Reporting systems appropriate for cooperative transactions - BOD Resolutions - Committee reports - Management reports - Financial reports - Membership records - Books of Accounts - Etc. Presence of commercially-realistic time pressures related to the operation of a cooperative CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Calculators Internet access SUPPLIES & MATERIALS Sample financial reports Sample Books of Accounts Other Cooperative reports Record book LEARNING MATERIALS Books and videos relating to cooperative records and reporting systems Manuals containing various types of cooperative transactions and various types of reports
METHODOLOGIES: Discussion Lecture/Presentation Simulation Case study ASSESSMENT METHODS: Evaluation of the operational efficiency and service quality at a cooperative visited by a trainee Evaluation of reports prepared by the trainee on the reporting process, including the issues and challenges associated with delivering effective reports Review of documentation such as regular reports on BOD, Management, Committees and General Assembly Written and oral questioning or interview to test knowledge of records keeping and reporting procedures and systems, meeting and event documentation requirements
LO2.
IDENTIFY THE BASIC RECORDS NECESSARY TO KEEP TRACK OF THE OPERATIONS OF THE COOPERATIVE
ASSESSMENT CRITERIA: 1. Cooperative transactions and their corresponding required forms, records, and reports are identified and discussed. 2. Necessary reports are prepared and disseminated to all concerned. 3. All aspects of the operations set up are checked against the prepared forms, formats and reports 4. Any deficiencies and discrepancies are of the reports identified and prompt action is taken to rectify the situation. CONTENTS: Share books Financial statements Books of accounts Books of Original Entry Cash Receipt Books Cash Disbursement Books Sales Books Purchase Books General Journal Books of Final Entry General Ledge Subsidiary Ledger Balance Sheet Project status reports Other reports that relate to the economic activities of the cooperative Other documents as may be prescribed by laws or the by-laws.
CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Calculators Internet access SUPPLIES & MATERIALS Sample financial reports Sample Books of Accounts Other Cooperative reports Record book LEARNING MATERIALS Books and videos relating to cooperative records and reporting systems Manuals containing various types of cooperative transactions and various types of reports
METHODOLOGIES: Discussion Lecture/Presentation Workshops Case study ASSESSMENT METHODS: Evaluation of the financial statements prepared by the trainees Evaluation of reports prepared by the trainees on the various cooperative transactions Review of documentation reports prepared by the trainees Written and oral questioning or interview to test knowledge of records management procedures and systems, meeting and event documentation requirements Review of portfolios of evidence and third party workplace reports of on-the-job performance by the trainees
: :
PERFORM ACCOUNTING SYSTEMS AND FINANCIAL REPORTING PERFORMING COOPERATIVE ACCOUNTING SYSTEMS AND FINANCIAL REPORTING This module deals with the knowledge, skills, behavior and motivations required to determine, develop and apply cooperative finance and accounting systems inorder to report the results of the cooperatives business transactions. It also tackles planning tools for the management and records keeping functions of the daily journals and ledgers. 90 hours
MODULE DESCRIPTOR
Upon completion of this module the students/trainees will be able to: LO1. LO2. Discuss, understand, and apply accounting systems in a cooperative Discuss, understand, and apply cooperative finance reporting systems
LO1. DISCUSS, UNDERSTAND, AND APPLY THE ACCOUNTING SYSTEM IN A COOPERATIVE ASSESSMENT CRITERIA: 1. The cooperative business transactions are recorded and reported through the cooperative accounting system. 2. Records are used to generate various financial reports that provide a historical record of the cooperatives business activity 3. Records keeping functions are established inorder to monitor cooperatives unique role of providing economic benefits to its members CONTENTS: Financial statements that reports the results of the business transactions of the cooperative: - Balance Sheets - Income Statements - Statement of Cash Flows: The Monthly Cash Flows Daily Journal General Ledgers Members Records: - Capital Investment - Patronage Accounts Accrual accounting procedures CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Calculators Internet access SUPPLIES & MATERIALS Sample financial statements Ledgers Journals CDs Handouts LEARNING MATERIALS Books and videos relating to cooperative accounting systems and financial reporting Manuals containing financials systems and reports
METHODOLOGIES: Discussion Lecture/Presentations Workshops Case study Practicum
ASSESSMENT METHODS: Evaluation of projects to assess ability to apply knowledge and skills in the preparation of financial statements of sample cooperatives Oral or written questions to assess knowledge cooperative accounting systems Review of portfolios of evidence and third party workplace reports of on-the-job performance by the trainees. Written exams LO2. DISCUSS, UNDERSTAND, AND APPLY COOPERATIVE FINANCIAL REPORTING SYSTEMS ASSESSMENT CRITERIA: 1. The daily business transactions of the cooperative are recorded for later use in generating financial reports. 2. An organized method of collecting the paperwork form the financial transactions of a cooperative are developed through the daily journal, and filing it for reference. 3. The financial position of the cooperative, its performance over a given time period, and its ability to meet cash obligations are determine through financial reports. 4. Managers, bookkeepers and board members are able to understand and interpret the financial reports inorder to make informed business decisions about the future of the cooperative. CONTENTS: Bookkeeping procedures Methods of collecting financial data Financial statements that reports the results of the business transactions of the cooperative: - Balance Sheets - Income Statements - Statement of Cash Flows: The Monthly Cash Flows Daily Journal General Ledgers Members Accounts: - Capital Investment - Patronage Accounts Charts of Accounts The Dual Entry Accounting Debit and Credit CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) TOOLS AND ACCESSORIES Calculators Internet access SUPPLIES & MATERIALS Sample financial statements Ledgers Journals CDs LEARNING MATERIALS Books and videos relating to cooperative accounting systems and
Computer Printer Communication equipment
Handouts
financial reporting Manuals containing financials systems and reports
METHODOLOGIES: Discussion Lecture/Presentation Simulation Case study ASSESSMENT METHODS: Evaluation of projects to assess ability to apply knowledge and skills in the preparation of financial statements of sample cooperatives Oral or written questions to assess knowledge cooperative accounting systems Review of portfolios of evidence and third party workplace reports of on-the-job performance by the trainees. Written Exam
: : : :
ASSESSMENT PERFORM CREDIT/LOANS ASSESSMENT PERFORMING CREDIT/LOANS ASSESSMENT This module deals with the knowledge, skills, behavior and motivation required to credit investigation and analysis in a cooperative business. It involves particular features of the credit system, and the examination of the relevant aspects in the process of credit investigation and analysis which will in turn result in the evaluation of the credit worthiness of those who seek financial assistance to cope with a momentary or long-term financial help. 60 hours
Upon completion of this module the students/trainees will be able to: LO1. Identify and discuss the types of credit transactions, and the entities that constitute a credit risk. Identify and discuss the different objects of credit investigation reflecting the Cs of credit. Identify and discuss sources of facts relevant to the antecedents and the status of the business. Prepare and conduct credit evaluation and credit investigation reports.
LO2. LO3.
LO4.
LO1.
IDENTIFY AND DISCUSS TYPES OF CREDIT TRANSACTIONS AND THE ENTITIES THAT CONSTITUTE A CREDIT RISK
ASSESSMENT CRITERIA: 1. A person, a partnership or a corporation is considered a credit risk following definition and description of a credit risk. 2. The Cs of credit is taken into consideration as factors for formulating credit equations. 3. The types of credit transactions are discussed inorder to determine appropriate approaches to asses an entitys credit standing 4. Safety and risk management issues are incorporated into all credit investigation documentation and processes. CONTENTS: Description of a credit risk The bases of credit: - Character - Capacity - Capital - Conditions - Collateral Major types of credit transactions: - Personal credit - Retail credit - Commercial or mercantile credit - Investment credit - Bank credit - Other types of credit The Credit Risk Analysis Chart Risk management issues to be considered for key areas of credit Relative importance of the Cs of Credit Credit equations Analytical skills to assess risks associated with credit Communication skills to clarify information on procedures and systems for the assessment of credit standing CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs Sample Income Statement LEARNING MATERIALS Books, manuals and videos relating to Credit Investigation and Analysis
METHODOLOGIES: Discussion Lecture/presentation Workshops Case study ASSESSMENT METHODS: Questioning of trainee to assess the knowledge and skills of the trainees of the trainees to determine the credit risk of an entity Written exam
LO2. IDENTIFY AND DISCUSS THE DIFFERENT OBJECTS OF CREDIT INVESTIGATION REFLECTING THE Cs OF CREDIT ASSESSMENT CRITERIA: 1. Factors relating to credit risk and give substance to the credit equations are determined and applied. 2. Objects of credit investigation and analysis are dissected and applied to sample entities . 3. Complete and timely assessment procedures on the objects of credit investigation are determined and absorbed. CONTENTS: General information or antecedents: - Types of business - Legal composition - Location - Complete record of the concern, its owners, and its management) The Financial Position Credit hazard of the Industry or Business Income Statements Analysis Analytical skills to assess risks associated with the credit Use of technology and equipment for conducting credit investigation and analysis Communication skills to clarify information on procedures and systems for the conduct of credit investigation and analysis CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs Sample Income Statement LEARNING MATERIALS Books, manuals and videos relating to Credit Investigation and Analysis
METHODOLOGIES: Discussion Lecture/presentation Workshops Case study ASSESSMENT METHODS: Questioning of trainee to assess the knowledge and skills of the trainees Case studies to assess ability of the trainees to determine the credit risk of an entity Written exam
LO3. IDENTIFY AND DISCUSS SOURCES OF FACTS RELEVANT TO THE ANTECEDENTS AND STATUS OF THE BUSINESS ASSESSMENT CRITERIA: 1. A dossier on the credit risk is made by the credit investigator through numerous sources. 2. Skills and competence in data gathering are developed in the credit investigator to gather accurate and exhaustive information 3. Complete and timely sources are available and analyzed. CONTENTS: Direct sources: - The application form - The customer record (on file) - What the credit executive knows about the applicant - Personal interview - A visit to the plant of business - Financial statement - Correspondence with the applicant - Other sources Indirect sources: - Bank files - Mercantile agencies - Ledger interchange - Attorneys - Court and other public records - Newspaper clippings - Other sources Philippine Sources of Credit Information Analytical skills to assess risks associated with the credit Use of technology and equipment for conducting credit investigation and analysis Communication skills to clarify information on procedures and systems for the conduct of credit investigation and analysis CONDITIONS/RESOURCES: The students/trainees must be provided with the following:
EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment
TOOLS AND ACCESSORIES Internet access
SUPPLIES & MATERIALS Writing pads and pens Handouts CDs Sample Income Statement
LEARNING MATERIALS Books, manuals and videos relating to Credit Investigation and Analysis
METHODOLOGIES: Discussion Lecture/presentation Workshops Case study ASSESSMENT METHODS: Questioning of trainee to assess the knowledge and skills of the trainees Case studies reports evaluation Written exam
LO4. PREPARE AND CONDUCT CREDIT EVALUATION AND CREDIT INVESTIGATION REPORT ASSESSMENT CRITERIA: 1. Tests and measurements are applied to see if the credit risk should be accepted or rejected through quantitative and qualitative analysis. 2. Other devises and methods are employed inorder to arrive in a more or less sound and fair decisions 3. The Credit Investigation Report is prepared to culminate the data gathering process. 4. Complete and current analytical tools are available and analyzed. CONTENTS: Credit Investigation Report: o Heading o History o Method of operation o Fire hazard o Statements o Trade Records o Summary and rating Credit Evaluation: o Qualitative evaluation (character, capacity and conditions) o Financial Statements Analysis o Trend or Comparative Analysis o Financial Ratios
Analytical skills to assess risks associated with the credit Use of technology and equipment for conducting credit investigation and analysis Communication skills to clarify information on procedures and systems for the conduct of credit investigation and analysis CONDITIONS/RESOURCES: The students/trainees must be provided with the following: EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer Communication equipment TOOLS AND ACCESSORIES Internet access SUPPLIES & MATERIALS Writing pads and pens Handouts CDs Sample Income Statement LEARNING MATERIALS Books, manuals and videos relating to Credit Investigation and Analysis
METHODOLOGIES: Discussion Lecture/presentation Workshops Case study ASSESSMENT METHODS: Questioning of trainee to assess the knowledge and skills of the trainees Case studies reports evaluation Written exam
: : :
COOPERATIVE AUDITS ASSESS COOPERATIVE PERFORMANCE AND CONDUCT AUDITS IDENTIFYING / DETERMINING PROCEDURES AND TOOLS FOR ASSESSMENTS AND AUDITS This module expresses the knowledge, skills and behavior required to conduct assessment of cooperative performance as well as conducting audits to cooperative business transactions. It also aims to apply techniques to identify/determine fundamental cause of the problem. 60 hours NTR
MODULE DESCRIPTOR
: :
SUMMARY OF LEARNING OUTCOMES: Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. Identify, discuss and apply the process of gathering data. Identify and discuss important areas that tell the actual performance of a cooperative. Identify and apply the basic problem identification process.
LO1. IDENTIFY, DISCUSS AND APPLY THE PROCESS OF GATHERING DATA ASSESSMENT CRITERIA: 1. Several application process/procedures in gathering data that reflects the performance of a cooperative are identified and applied. 2. Data and information that can serve as inputs in assessing cooperative performance are consolidated. CONTENTS: Review of Cooperative Records Interview with Key Officers, Staff and Members Conducting Observations Other data gathering techniques Use of technology and equipment for consolidating data and information Communication skills to clarify information on procedures and systems for the conduct data consolidation analysis CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Internet access Books and manuals related to research and data gathering techniques METHODOLOGIES: Direct observation Workshops Projects ASSESSMENT METHODS: Written Practical/performance test
LO2. IDENTIFY AND DISCUSS IMPORTANT AREAS THAT TELL THE ACTUAL PERFORMANE OF A COOPERATIVE ASSESSMENT CRITERIA: 1. Variances are identified from normal operating parameters through focusing on important areas for assessing cooperative performance. 2. Elements and factors that contribute to the strengths and weaknesses of a cooperative are analyzed. 3. Extent, cause, and nature of the problem are defined based on observation, investigation and analytical techniques on areas of cooperative transactions.
CONTENTS: Elements and factors to consider for assessing performance: - Brief history of the cooperative - The cooperatives vision and mission - Plans, Objectives and Strategies - Membership - Participation - Member education program - General Assembly/Membership Meetings - Internal Sources of funds - External Sources of Funds - Organizational Structure of a Cooperative - Gender Analysis - Business Operations Identifying & clarifying the nature of problem Application of analytical techniques Communication skills to clarify information on procedures and systems for the conduct of cooperative performance assessment CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer LCD Projector CDs Handouts Writing pads and pens METHODOLOGIES: Direct observation Simulation /role playing Case studies ASSESSMENT METHODS: Written Practical/performance test Document evaluation performance
LO3. IDENTIFY AND APPLY THE BASIC PROBLEM IDENTIFICATION PROCESS ASSESSMENT CRITERIA: 1. Importance and application of analytical techniques are explained. 2. Analytical techniques such as brainstorming, cause and effects diagrams, PARETO analysis, SWOT analysis, GANT chart, PERT CPM & graphs, and scatter grams are defined and applied on sample entities.
CONTENTS: Situation Appraisal The Problem Solving Process The Centrality of a Problem-Solving Approach Observation, investigation & analytical techniques Brainstorming Cause and effect diagrams PARETO analysis SWOT analysis GANT chart PERT CPM & graph SCATTERGRAMS CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer LCD Projector METHODOLOGIES: Direct observation Workshops Case studies ASSESSMENT METHODS: Written Practical/performance test
: : :
PROJECT EVALUATION PERFORM PROJECT ASSESSMENT AND EVALUATION DETERMINING PROJECT ASSESSMENT TOOLS AND EVALUATION TECHNIQUES This module expresses the knowledge and competency required to equip cooperative leaders and business owners with various tools, techniques and guidelines inorder to cope with short-term, non-routine decisions, and long-term decisions. It also provides a working knowledge of how to analyze and evaluate investment proposals. 40 hours NTR
MODULE DESCRIPTOR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. Discuss and apply Break-even and Cost-Volume-Profit (CVP) Analysis. Identify and discuss the salient features of short-term decisions. Identify, discuss and apply time value fundamental tools and techniques. Identify, discuss and apply long-term investment decisions re capital budgeting.
LO1. DISCUSS AND APPLY BREAK-EVEN AND COST-VOLUME-PROFIT (CVP) ANALYSIS ASSESSMENT CRITERIA: 1. Questions on sales volume, profit, selling price changes, variable costs, and fixed costs are answered through the CVP Analysis and Break-Even Analysis. CONTENTS: Variable and fixed costs Analyzing cost behavior Procedures in using Cost-Volume-Profit and Break Even Analysis in solving problems Contribution Margin The Break-Even Chart Target Income Volume and Margin of Safety Sales Mix Analysis Assumptions of Break-Even Analysis an CVP Analysis CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Writing pads and pens Handouts CDs Internet access METHODOLOGIES: Lecture Discussion/presentation Problem -solving Individual/Small Group Activity ASSESSMENT METHODS: Written Practical/performance test
LO2. IDENTIFY AND DISCUSS THE SALIENT FEATURES OF SHORT-TERM DECISIONS ASSESSMENT CRITERIA: 1. Non-routine decisions are determined through the use and application of incremental analysis, Make-or-Buy Decisions, and other techniques to analyze situations. 2. Making right decisions are made easy and at fingertips by applying decision-making techniques
CONTENTS: Non-recurring situations for consideration Relevant costs in non-routine decisions Incremental Analysis The right timing for a company to accept special orders The Make-or Buy Decisions: Qualitative and quantitative factors When to add or drop a product line Making best use of scarce resources Mathematical computation techniques and formula CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Writing pads and pens Handouts CDs Internet access METHODOLOGIES: Lecture Discussion/presentation Problem -solving Individual/Small Group Activity ASSESSMENT METHODS: Written Practical/performance test
LO3. IDENTIFY, DISCUSS AND APPLY TIME-VALUE FUNDAMENTALS AND TECHNIQUES ASSESSMENT CRITERIA: 1. Investment decisions are determined by using and applying several time-value fundamentals. 1. Evaluating future cash flow streams associated with investments in fixed assets are made. 2. Time Value Fundamentals and techniques are explained. CONTENTS: Discounting Compounding Computation of Annuity The Present Value Mathematical computation techniques and formula
CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Writing pads and pens Handouts CDs Internet access METHODOLOGIES: Lecture Discussion/presentation Problem -solving Individual/Small Group Activity ASSESSMENT METHODS: Written Practical/performance test
LO4. IDENTIFY, DISCUSS AND APPLY LONG-TERM INVESTMENT DECISIONS RE CAPITAL BUDGETING ASSESSMENT CRITERIA: 1. Long-term planning decisions for investments are determined by using and applying capital budgeting. 2. Selection decisions and replacement decisions are discussed, explained and applied through various established tools and techniques. 3. Analyzing project viability is efficiently done through capital budgeting techniques and methods. CONTENTS: Capital Budgeting The Popular Selection Techniques Determining Payback Period Accounting for the time value of money and its pros and cons: - Accounting (Simple) Rate of Return (ARR) - The Net Present Value (NPV) - Internal Rate of Return (or Time Adjusted Net of Return) - Profitability Index (or Excess Present Value Index) Choosing between mutually exclusive investments Limited Funds for Capital Spending Effects of Income Tax Factors on Capital Budgeting Decisions
CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Writing pads and pens Handouts CDs Internet access METHODOLOGIES: Direct observation Simulation /role playing Case studies ASSESSMENT METHODS: Written Practical/performance test
: : :
QUANTITATIVE ANALYSIS PERFORM COOPERATIVE BUSINESS ANALYSIS DETERMINING TECHNIQUES IN ANALYSING COOPERATIVE BUSINESS PERFORMANCE This module expresses the knowledge and competency required to conduct analysis of the business and financial aspects of a cooperative and other business entities. It focuses primarily on analyzing and evaluating financial statements and other financial reports that reflect the financial performance and future potential of the cooperative as a business enterprise. It specifically covers analytical techniques in appraising the Balance Sheet and Income Statements, as well as identification of indicators of prospective business failure. 60 hours NTR
MODULE DESCRIPTOR
: :
Upon completion of this module the students/trainees will be able to: LO1. LO2. LO3. LO4. LO5. Define and discuss Financial Analysis and perform Horizontal and Vertical Analysis. Perform Balance Sheet Analysis. Perform Income Statement Analysis. Perform Bankruptcy Prediction. Perform Quantitative Methods for Accounting and Decision-making.
LO1. DEFINE AND DISCUSS FINANCIAL ANALYSIS AND PERFORM HORIZONTAL AND VERTICAL ANALYSIS ASSESSMENT CRITERIA: 1. Importance and application of Financial Statements Analysis are explained. 2. Importance and application of Horizontal and Vertical Analysis are explained. 3. Importance of said analytical techniques is well appreciated and applied. CONTENTS: Reasons for analyzing Financial Statements Drawing conclusions from financial analysis Horizontal Analysis Vertical Analysis Knowledge and skills on mathematical operations Knowledge and skills on the operation of technology devices such as computers and calculators Software for analytical techniques CONDITIONS: The students/trainees must be provided with the following: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Internet access Software for statistical analysis Writing pads and pens Handouts CDs METHODOLOGIES: Lecture/Demonstration Workshop Case studies ASSESSMENT METHODS: Written exam Practical/performance test Recitation/Interview LO2. PERFORM BALANCE SHEET ANALYSIS ASSESSMENT CRITERIA: 1. The realizability of the assets, turnover and earning potential of a business entity is determined. 2. Extent, cause, and nature of the problem are defined based on the application of the Balance Sheet Analysis.
3. Financial status is clearly stated and specified. CONTENTS: Appraising the quality of assets Determining if cash is proper and unrestricted Accounts receivable: - Assessing meaning of increases and decreases - The Significance of sales returns and allowances Inventory: - Inventory Build-up Investment: Securities are properly stated or not Fixed Assets: - Maintenance of property, plant & equipment - Fixed Asset Turnover Ratio Intangibles: - High realization risk - Effects of Leasehold Improvements - Goodwill Value of an Acquired Company Deferred Charges Unrecorded Assets Liabilities: - Quality of Liabilities - Effects of adjusted liabilities to earnings - Liabilities that are Off-the Balance Sheets Evaluation of Liquidity and Effects of Cash Discounts Appraising Corporate Solvency - Avoiding Solvency Problem Knowledge and skills on mathematical operations Knowledge and skills on the operation of technology devices such as computers and calculators Software for analytical techniques CONDITIONS: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Internet access Software for statistical analysis Writing pads and pens Handouts CDs METHODOLOGIES: Lecture/Demonstration Workshop Case studies
ASSESSMENT METHODS: Written Practical/performance test Recitation/Interview LO3. PERFORM INCOME STATEMENT ANALYSIS ASSESSMENT CRITERIA: 1. The business entitys earning potentials, quality of earnings, and operating performance is determined through the Income Statement Analysis. 2. The predictability of future results based on currently reported profits is enhanced through earnings stability. 3. Financial status is clearly stated and specified. CONTENTS: Cash Flow from Operations - Effects of Proximity to cash realization - The treatment of cash flow from operations Discretionary Costs and the Effects of its Changes The Nature of the Companys Accounting Policies - Degree of Certainty in Accounting Estimates Residual Income Taxable Income Foreign Operations Discontinued Operations and its Analytical Implication Stability of Earnings - Recurring Nature of Profits Operating Leverage Profitability Measures Growth Rate and its Computation Market Value Measures/Indicators Knowledge and skills on mathematical operations Knowledge and skills on the operation of technology devices such as computers and calculators Software for statistical analysis CONDITIONS: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Internet access Software for statistical analysis Writing pads and pens Handouts CDs
METHODOLOGIES: Lecture/Demonstration Workshop Case studies ASSESSMENT METHODS: Written Practical/performance test Recitation/Interview
LO4. PERFORM BANKRUPTCY PREDICTION ASSESSMENT CRITERIA: 1. Key indicators in predicting business entitys bankruptcy are determined and examined. 2. Financial distress of a business entity is determined by identifying indicators reflected in its Financial Statements. 3. Financial status is clearly stated and specified. CONTENTS: Indicators of a failing company The Z-Score computation Company Size as a probability of failure Indicators of financial distress Knowledge and skills on mathematical operations Knowledge and skills on the operation of technology devices such as computers and calculators Software for statistical analysis CONDITIONS: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Internet access Software for statistical analysis Writing pads and pens Handouts CDs METHODOLOGIES: Lecture/Demonstration Workshop Case studies
ASSESSMENT METHODS: Written Practical/performance test Recitation/Interview
LO5. PERFORM QUANTITATIVE METHODS FOR ACCOUNTING AND MAKING DECISIONS ASSESSMENT CRITERIA: 1. Sophisticated mathematical and statistical techniques for the solutions of planning and decision making problems are identified and applied. 2. Important techniques and tools under the so-called Decision Support System (DSS) are explored and applied. CONTENTS: Decision making under uncertainty - Computing Expected Value - The Co-efficient of Variation - Decision Matrix - Expected Value of Perfect Information - Decision Tree Analysis Linear Programming and shadow prices - The Simplex Method - The Graphical Method - The Shadow Prices (Opportunity Costs) Goal Programming and multiple goals Learning curve Inventory planning and control - Types of inventory costs - Basic types of inventory models - Economic Order Quantity (EOQ) - Reorder Point (ROP) - Safety Stock and Reorder Point Program Evaluation and Review Technique (PERT) - The Network Diagram - Identifying the Critical Path Knowledge and skills on mathematical operations Knowledge and skills on the operation of technology devices such as computers and calculators Software for statistical analysis CONDITIONS: Coursewares Learning materials/guides Computer with printer LCD Projector Calculator Internet access
Software for statistical analysis Writing pads and pens Handouts CDs METHODOLOGIES: Lecture/Demonstration Workshop Case studies ASSESSMENT METHODS: Written Practical/performance test Recitation/Interview

Technology Based Cooperative Management

Uploaded by

Document Information

Copyright

Available Formats

Share this document

Share or Embed Document

Sharing Options

Did you find this document useful?

Is this content inappropriate?

Copyright:

Available Formats

Technology Based Cooperative Management

Uploaded by

Copyright:

Available Formats

TECHNOLOGYBASED COOPERATIVE MANAGEMENT COURSE (1,700 Hrs.

COURSE STRUCTURE: BASIC COMPETENCIES (202 hours)

2.1.2 2.1.3 2.1.4

3. Lead small team

3.1 Leading small team

3.1.1 3.1.2 3.1.3 3.1.4

4. Develop and practice negotiation skills

4.1 Developing and practicing negotiation skills

4.1.1 4.1.2 4.1.3 5.1.1 5.1.2 5.1.3

5. Use mathematical concepts and techniques

5.1 Using mathematical concepts and techniques

6. Develop and practice environmental awareness

6.1 Developing and practicing environmental values and initiatives

UNIT OF COMPETENCY 7. Practice gender sensitivity

MODULE TITLE 7.1 Practicing and mainstreaming gender sensitivity

NOMINA L DURATION 30 hours

8. Develop and practice human rights skills and concepts

8.1 Developing and practicing human rightsbased approach to development

UNIT OF COMPETENCY 1. Develop entrepreneurial competencies

NOMINAL DURATION 40 hours

2. Develop a business plan

3. Initiate and execute project management

3.1 Initiating and executing project management

4. Establish and conduct business relationships

4.1 Establishing and conducting business relationships

UNIT OF COMPETENCY 5. Practice ECommerce

MODULE TITLE 4.1 Introducing and practicing E-Commerce

NOMINAL DURATION 40 hrs

6. Conduct meetings and sessions

5.1 Conducting and handling effective meetings for entrepreneurs

2. Adopt cooperation as a socioeconomic movement

2.1 Adopting cooperation as a mechanism for socioeconomic movement

3. Understand cooperatives and social transformati on

3.1Understanding cooperatives and social transformati on

4. Develop cooperatives as business enterprises

4.1 Treating and developing cooperatives as business enterprises

UNIT OF COMPETENCY systems and financial reporting 7. Perform credit/loans assessment

LEARNING OUTCOMES cooperative finance reporting systems

8. Assess cooperative performance and conduct audits

9. Perform project evaluation

10. Perform cooperative business analysis

PRACTICUM/ON-THE-JOB TRAINING ( 720 hours)

MODULES OF INSTRUCTION BASIC COMPETENCIES TECHNOLOGY-BASED COOPERATIVE MANAGEMENT (NTR)

BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE

SUMMARY OF LEARNING OUTCOMES:

LO1. COMMUNICATE INFORMATION ABOUT WORKPLACE PROCESSES

EQUIPMENT LCD Projector (optional) Overhead Projector (optional) Computer Printer

UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTION

Upon completion of the module the trainees/students should be able to:

LO1. LO2. LO3. LO4.

BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE

LO1. PROVIDE TEAM LEADERSHIP

BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR

NOMINAL DURATION PREREQUISITE

UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE

BASIC COMPETENCY UNIT OF COMPETENCY MODULE TITLE

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE

UNIT OF COMPETENCY MODULE TITLE MODULE DESCRIPTOR

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE

UNIT OF COMPETENCY MODULE TITLE

NOMINAL DURATION QUALIFICATION LEVEL PREREQUISITE