INFORMATION SHEET 3.

2-2
Monitoring Tools for Work-based Training
Learning Objective:
After reading this INFORMATION SHEET, YOU MUST be able to: 1. identify tools for monitoring work-based training;
2. explain the importance of monitoring training activities in work based training.

Training design always involves gathering of data, planning, implementation, monitoring and evaluation. In the previous lessons you
learned how to gather training needs, develop the training plan and prepare facilities for training.
In this lesson, you will be introduced to various monitoring tools that will be helpful during work-based training.
Monitoring
Monitoring is the routine assessment of ongoing activities and progress. It is the systematic and continuous assessment of the progress
of a piece of work over time. It is a basic and universal management tool for identifying strengths and weaknesses in a programme. Its
purpose is to help all the people involved make appropriate and timely decisions that will improve the quality of the work.
It is the primary role of the trainer to monitor the training. This is to ensure that trainees would attain the required competency at the
end of the training program for them to be ready for the assessment.
At this context, trainer must be able to prepare materials that can be used to closely monitor the type of training program conducted.
Here are the two most commonly used monitoring tools:
1. Training Plan
The training plan is the basis of the training of individual trainee. The industry supervisor should have a copy of this plan which shall
serve as a reminder of individual trainee activities in the industry.
Always remember that work-based training should also be self-pacedand individualized. Each trainee may have a different training plan
from each other as a result of your activity in determining training needs. Work-based training should always be based on the training
needs of individual trainee.
2. Trainee’s Record Book (TRB)
The objective of the Training Record Book is to record the achievement of competencies agreed within the training plan while in the
industry.
This record is an important document that must be kept by the trainee throughout the training and given to the trainer/industry trainer
or supervisor, when requested, for inspection and to have entries updated, on a regular basis.
This is a record of all training activities undergone by the individual trainee based on the training plan. The TRB should contain the
activities in the Training Plan. Each trainee should keep his own TRB and lets the supervisor affix his signature everyday so that all
activities are monitored by the supervisor and are recorded in the TRB.
The TRB may also be used to:
Show to employers the training you have completed
Gain credits or exemptions in other training courses
Serves as reference in preparing for future job applications Determine your competency level thereby supporting eligibility for wage
progression
Confirm completion of the training program and your
eligibility for the issuance of training certificate; and
Assess your skill levels should competency be the subject of dispute between you and your employer
In preparing the TRB, it may be more difficult to be preparing different TRB per trainee. It is therefore recommended that you prepare
one TRB for your qualification then copy the activities required of individual trainees from the training plan of each trainee.

See sample of Trainees’ Record Book

Technical Education and Skills Development
Authority ​___(your ins​titution)___

TRAINEE’S RECORD BOOK

I.D.
Trainee’s No._______________
 NAME: ___________________________________________________

QUALIFICATION: ​PLUMBIN​G NC II_______ TRAINING

DURATION :____________________________ TRAINER:

__________________________________________________

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

THANK YOU.
NOTES:

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Unit of Competency:​ 1 PREPARE PIPES FOR INSTALLATION​ Unit of Competency:​ 2 PERFORM MINOR CONSTRUCTION​ ​WORKS
NC Level I
thread
Learning Task/Activity Date Instruct engagement
Outcome Required Accomplished ors
Remarks
__________________ ___________________ Trainee’s Signature
Lay out Trainer’s Signature
measureme
nts Cut pipe NC Level I
within the Learning Task/Activity Date Instruct
required Outcome Required Accomplished ors
length and Remark
according to s
job
requirement
s Thread
pipes in
accordance
with
standard
 Perform ____________________ ______________________ Trainee’s
piping lay
outs Signature Trainer’s Signature
Cut pipes Unit of Competency: ​3 MAKE PIPING JOINTS AND
through CONECTIONS
walls and Unit of Competency:​ 4 PERFORM SINGLE UNIT PLUMBING
floors INSTALLATION AND ASSEMBLES

NC Level I ​NC Level I

Learning Task/Activ Date Instruct
Learning Task/Activity Date Instruct Outcome ity Accomplis or s
Outcome Required Accomplished ors Required he d Remark
Remarks s
Fit-up Prepare for
joints and plumbing
fittings for works Install
PVC pipe pipe and
Perform fittings
threaded Install hot and
pipe joints cold water
and supply
connections Install/assemb
Caulk le plumbing
joints\ fixtures

_____________________ ______________________ rainee’s T

Signature Trainer’s Signature _____________________ ____________________ Trainee’s
Signature Trainer’s Signature
Unit of Competency:​ 5 PERFORM PLUMBING REPAIR
AND​ ​MAINTENANCE WORKS
 NC Level I
Learning Task/Activity Date Instruct
Outcome Required Accomplished ors
Remarks
Clear
clogged
pipes
clear
clogged
fixtures

______________________ ____________________ Trainee’s

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

See Sample Trainee Progress Monitoring Chart and Class

Progress Chart.
Trainers Date Document No. NTTA-TM1-03
Methodology Developed:
July 2010 Issued by: Page 66 of 100
Level I Date Revised:
Supervising March 2012 NTTA
Work Based Developed by:
Learning Nomer Pascual
Redilyn C. Agub Revision # 01

TRAINEE’S PROGRESS SHEET

Name :​ ​JUAN DELA CRUZ ​Trainer :

Qualification : ​Machining NC INominal
​

Duration :​
Units of Competency Training Training Date Date Rating Trainee’s Supervisor’s
Activity Duration Started Finished Initial Initial
 Total

Note: T​ he trainee and the supervisor must have a copy of this form. The column for rating maybe used either by giving a numerical
rating or simply indicating competent or not yet competent. For purposes of analysis, you may require industry supervisors to give a
numerical rating for the performance of your trainees. Please take note however that in TESDA, we do not use numerical ratings.