This document outlines a competency unit for meeting and event coordination. The unit aims to teach trainees how to coordinate and organize meetings and events professionally according to company policies. Key learning outcomes include identifying meeting requirements, arranging logistics, coordinating arrangements, recording minutes, and reporting. Specific skills covered are determining meeting details, distributing agendas, confirming attendance, and selecting appropriate venues. The unit provides definitions and procedures for effective meeting and event coordination.
This document outlines a competency unit for meeting and event coordination. The unit aims to teach trainees how to coordinate and organize meetings and events professionally according to company policies. Key learning outcomes include identifying meeting requirements, arranging logistics, coordinating arrangements, recording minutes, and reporting. Specific skills covered are determining meeting details, distributing agendas, confirming attendance, and selecting appropriate venues. The unit provides definitions and procedures for effective meeting and event coordination.
This document outlines a competency unit for meeting and event coordination. The unit aims to teach trainees how to coordinate and organize meetings and events professionally according to company policies. Key learning outcomes include identifying meeting requirements, arranging logistics, coordinating arrangements, recording minutes, and reporting. Specific skills covered are determining meeting details, distributing agendas, confirming attendance, and selecting appropriate venues. The unit provides definitions and procedures for effective meeting and event coordination.
This document outlines a competency unit for meeting and event coordination. The unit aims to teach trainees how to coordinate and organize meetings and events professionally according to company policies. Key learning outcomes include identifying meeting requirements, arranging logistics, coordinating arrangements, recording minutes, and reporting. Specific skills covered are determining meeting details, distributing agendas, confirming attendance, and selecting appropriate venues. The unit provides definitions and procedures for effective meeting and event coordination.
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CURRICULUM of COMPETENCY UNIT (CoCU)
Sub Sector BUSINESS & FINANCE
Job Area EXECUTIVE SECRETARYSHIP
Competency Unit Title MEETING & EVENT COORDINATION
The person who is competent in this CU shall be able to coordinate & organise meeting & event in professional manner in accordance with company’s policies and job description. Upon completion of this competency unit, trainees will be able to: - Identify meeting & event coordination requirements Learning Outcome Arrange logistic of meeting & event Coordinate meeting & event arrangement Record minutes of meeting Report meeting & event coordination. Training Credit Competency Unit ID FB-025-3:2012-C05 Level 3 Duration 180 Hours 18 New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills New Assessment Criteria Environmental Hours Mode 1. Identify meeting i. Definition of meeting 5 hours Lecture i. Types of & event and event meeting and coordination ii. Purpose and objective event requirements of meeting and event determined iii. Types of Meeting ii. Methods of Ad-Hoc distributing Department office document Main Committee applied (MANCO) iii. Date, venue, Management time and Executive attendees Council (EXCO) determined Board iv. Notice & Annual General agenda of Meeting (AGM) meeting Extra Ordinary distributed Attitude / Safety / Training Delivery Work Activities Related Knowledge Related Skills Assessment Criteria Environmental Hours Mode General Meeting (EGM) iv. Types of event Birthday Hi-Tea Farewell Family day Corporate Social Responsibility (CSR) Annual Dinner v. Meeting and event coordination procedure vi. Contents of agenda Correspondence and apologies of absentees Minutes of last meeting Matters arising Any other matters Date, time and venue of next meeting vii. Methods of distributing agenda of meeting By hand Email Courier/Post i. Determine date, 13 hours Demonstration venue, time and & attendees Observation ii. Appoint Ad Hoc Sub- New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills Environmental Hours Mode New Assessment Criteria Committee iii. Determine agenda of meeting iv. Distribute notice & Attitude agenda of meeting i. Knowledgeable v. Confirm attendance of in handling attendees meeting & event vi. Alert superior of ii. Resourceful in insufficient quorum gathering information iii. Tactful in appointing work committee iv. Fair in delegating task in committee v. Attentive to the instruction given by the superiors
2. Arrange logistic i. Types of meeting venue 11 hours Lecture i. Types of
of meeting & Internal meeting venue event Office meeting determined room ii. Budget of Discussion room meeting & event External determined Hotel/Resort iii. Meeting & event Restaurant logistics Club arrangement Training Centre performed ii. Meeting & event iv. Meeting logistics arrangement materials procedure: prepared Transportation New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills New Assessment Criteria Environmental Hours Mode Accommodation Equipment Refreshment i. Determine budget of 25 hours Demonstration meeting & event & ii. Book venue Observation iii. Arrange transportation for attendees according to superior instruction iv. Arrange meal / refreshment for meeting purposes v. Book accommodation for attendees vi. Prepare meeting Attitude materials i. Resourceful in vii. Arrange meeting arranging equipment meeting & event logistics ii. Proactive in organising meeting and event
3. Coordinate i. Protocols 22 hours Lecture i. Meeting &
meeting & Meeting seating event Seating protocols arrangement ii. Layout of meeting & followed event venue ii. Layout of iii. Types of seating meeting & arrangement event venue Round table determined New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills Environmental Hours Mode New Assessment Criteria Classroom iii. Notice & U-shape agenda of T-shape meeting distributed Conference Theatre iv. Attendance list prepared i. Determine agenda of 50 hours Demonstration v. Room set up meeting & Observation determined ii. Distribute notice & vi. Seating agenda of meeting arrangement iii. Confirm attendance of determined attendees vii. Meeting iv. Alert superior of materials and insufficient quorum equipment v. Prepare attendance arranged list vi. Confirm room set up vii. Confirm seating arrangement viii. Confirm meal and refreshment arrangement ix. Confirm availability of Attitude meeting materials and i. Organised in equipment preparing x. Confirm attendees meeting and attend on time event documentation ii. Cooperative among committee members in coordinating meeting and event New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills Environmental Hours Mode New Assessment Criteria iii. Timely in completing meeting and event coordination
4. Record minutes i. Definition of minutes of 5 hours Lecture i. Executive
of meeting meeting note-taking ii. Purpose and objective applied of minutes of meeting ii. Types of iii. Executive note-taking electronic iv. Types of electronic recorder recorder identified Tape recorder iii. Format MP3 recorder minutes of meeting Smartphone applied v. Format minutes of meeting iv. Minutes of meeting i. Ensure attendance list 13 hours Demonstration recorded is signed by attendees Observation & Role Play v. Date of next ii. Record minutes of meeting meeting determined iii. Determine date of next Attitude meeting i. Adherence to format of minutes of meeting ii. Alertness in recording minutes of meeting
5. Report meeting i. Format meeting and 11 hours Lecture i. Format
& event event report meeting and coordination Keyboarding event report New Attitude / Safety / New Training New Delivery New Work Activities New Related Knowledge New Related Skills Environmental Hours Mode New Assessment Criteria techniques followed Report writing ii. Filing technique administration ii. Filing administration procedures procedures complied with i. Draft minutes of 25 hours Demonstration iii. Minutes of meeting & meeting Observation prepared ii. Obtain confirmation of minutes of meeting iv. Minutes of iii. Disseminate minutes meeting of meeting disseminated iv. Follow up action items v. Meeting & v. Report meeting & event event coordination coordination activities reported to Attitude superior vi. Record and file i. Accurate in vi. Meeting & meeting & event preparing event coordination activities meeting and coordination event report recorded & ii. Responsible filed in following up meeting and event coordination iii. Timely in distributing completed reports and minutes of the meeting Employability Skills
Core Abilities Social Skills
01.01 Identify and gather information. 1. Communication skills 02.01 Interpret and follow manuals, instructions and SOP's. 2. Conceptual skills 02.03 Communicate clearly. 02.04 Prepare brief reports and checklist using standard forms. 3. Interpersonal skills 03.03 Accept responsibility for own work and work area. 4. Multitasking and prioritizing 06.03 Identify and highlight problems. 5. Self-discipline 01.04 Analyse information. 6. Teamwork (in group) 02.08 Prepare pictorial and graphic information. 7. Learning skills 04.01 Organize own work activities. 02.10 Prepare reports and instructions. 8. Leadership skills 02.11 Convey information and ideas to people. 03.10 Provide consultations and counselling. 03.12 Provide coaching/on-the-job training. Tools, Equipment and Materials (TEM)
ITEMS RATIO (TEM : Trainees)
1. Computer 1:1 2. Whiteboard 1:25 3. Projector 1:25 4. Stationery 1:1 5. Sample of memo 1:1 1:1 6. Sample of fax transmission cover 1:1 7. Sample of meeting notice 1:1 8. Sample of invitation 1:1 9. Sample of minutes of meeting 1:1 10. Sample of reports 1:1 11. Sample of agenda 1:1 12. Sample of letter/correspondence 1:1 13. Sample of email 1:1 14. Sample of attendance list 1:1 15. Sample of vendor quotation