Qualification: Bookkeeping NC III

Trainer/s: Yobelord H. PerezPasamba

NAME
Date Started: June 01, 2016
Date Finished Oct. 17, 20146

Class Progress Chart

Not Yet
Competen
t

Competen
t

Prepare trial
balance
Prepare
financial
reports

CORE COMPETENCIES

Develop work plans

Monitor personal

improvementEngage in quality

Review
internal control system
Remarks

according to the Produce accurate

requirements and complete data

Determine the
possible cause/s of

Perform computer operations

to solve problem

Maintain/ enhance
relevant technology

Use mathematical concepts and

techniques

Apply relevant
technology

Identify appropriate
technology

Analyze results

Apply mathematical
procedures/ solution

Identify mathematical
tools and techniques

Explain the analytical

techniques

the problem

Identify the problem

Explain the analytical

techniques

Document areas for

agreement

Participate in
negotiations

Solve workplace
problem related to work
activities

procedures to Use appropriate

transfer files/data devices and

Apply quality
standards
and software
Prepare and use
according to taskappropriate hardware

Identify relevant
information in

Supervise team
performance
Develop and practice
negotiation skills

Assess own work

Assess clients needs

workClarify standard of

COMMON COMPETENCIES

planning negotiations

Manage own performance

managementApply guidance from

guidance fromGet advice and

performance

Set performance
expectation for team
members

Assign
responsibilities
among members

Provide team
leadership
Lead small teams

Prepare policy
compliance reportcapabilities of both Identify and explain
hardware and the functions, general
software
features and

Check policy
compliance

statementsAnalyze financial with work schedulesKnow and comply

deadlinesMeet and comply

each taskAllocate time lines to

arising in the
Identify and
workplace communicate issues

Lead workplace
discussions

Communicate
information about

workplace processes

Lead workplace
communication

statementsPrepare financial

balanceSummarize trial

from the ledgerTransfer balances

Post
transactions
each taskAllocate priority to

accuratelyIdentify tasks

Build credibility with

customers/clients

Meet client/customer
requirements

Maintain a
professional image
Maintain an effective
relationship with
clients/customers

List account titles

Summarize ledger

entriesTransfer journal

Journalize
transactions

Prepare ledger

Prepare journal entry

Analyze documents

accountsPrepare chart of

BASIC COMPETENCIES
Use relevant
technologies

COMMON
COMPETEN
BASIC
COMPETEN
UNIT OF
COMPETEN

COMMON
COMPETEN
CORE
COMPETEN