EVENTS MANAGEMENT SERVICES NC III - CBLM

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 1
Developed by:
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Competency – Based Learning
Materials
Sector TOURISM
Qualification
Title
EVENTS MANAGEMENT SERVICES NC III
Unit of
Competency
PLAN AND DEVELOP EVENT PROPOSAL OR BID
Module Title PLANNING AND DEVELOP EVENT PROPOSAL OR BID

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
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HOW TO USE THIS COMPETENCY- BASED LEARNING MATERIALS
Welcome!
The unit of competency, PLAN AND DEVELOP EVENT PROPOSAL OR BID, is one of
the competencies of EVENTS MANAGEMENT SERVICES NC III, a course which
comprises the knowledge, skills and attitudes required for a TVET trainer to possess.
The module PLANNING AND DEVELOPING EVENT PROPOSAL OR BID,
contains training materials and activities related to Interpret event brief , Develop proposal
and bid details, Develop bid materials, Submit or present the bid or proposal on time for
you to complete.
In this module, you are required to go through a series of learning activities in order to complete
each learning outcome. In each learning outcome are Information Sheets, Self-Checks,
Operation Sheets and Task/Job Sheets. Follow and perform the activities on your own. If you
have questions, do not hesitate to ask for assistance from your facilitator.
Remember to:
• Work through all the information and complete the activities in each section.
• Read information sheets and complete the self-check. Suggested references are included to
supplement the materials provided in this module.
• Most probably, your trainer will also be your supervisor or manager. He is there to support
you and show you the correct way to do things.
• You will be given plenty of opportunities to ask questions and practice on the job. Make sure
you practice your new skills during regular work shifts. This way, you will improve your
speed, memory and your confidence.
• Use the Self-Checks, Operation Sheets or Task or Job Sheets at the end of each section to test
your own progress. Use the Performance Criteria Checklist or Procedural Checklist located
after the sheet to check your own performance.
• When you feel confident that you have had sufficient practice, ask your Trainer to evaluate
you. The results of your assessment will be recorded in your Progress Chart and
Accomplishment Chart.
You need to complete this module before you can perform the next module, develop proposal
and bid details

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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(EVENTS MANAGEMENT SERVICES NC III)
COMPETENCY-BASED LEARNING MATERIALS
List of Core Competencies
No. Unit of Competency Module Title Code
1.
PLAN AND DEVELOP
EVENT PROPOSAL OR
BID
Planning and developing event
proposal or bid
TRS342315
2.
DEVELOP AN EVENT
CONCEPT
Developing an event concept TRS342316
3.
DEVELOP EVENT
PROGRAM
Developing event program TRS342317
4.
SELECT EVENT VENUE
AND SITE
Selecting event venue and site TRS342318
5.
DEVELOP AND UPDATE
EVENT INDUSTRY
KNOWLEDGE
Developing and updating event
industry knowledge
TRS342319
6.
PROVIDE ON-SITE
EVENT MANAGEMENT
SERVICES
Providing on-site event
management services
TRS342320
7.
MANAGE
CONTRACTORS FOR
INDOOR EVENTS
Managing contractors for indoor
events
TRS342321
8.
DEVELOP AND UPDATE
KNOWLEDGE ON
PROTOCOL
Developing and updating
knowledge on protocol
TRS342322

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 4
Developed by:
Revision # 001

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Developed by:
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MODULE CONTENT
UNIT OF COMPETENCY : PLAN AND DEVELOP EVENT PROPOSAL OR BID
MODULE TITLE : PLANNING AND DEVELOPING EVENT PROPOSAL
OR BID
MODULE DESCRIPTION : This unit covers the knowledge, skills, behavior and
motivations required to plan and develop proposals and bids for
the staging of meetings and events. Depending on the context,
this role could be performed by a wide range of individuals
including event managers, local or regional tourism managers,
venue managers and marketing managers.
NOMINAL DURATION : 8 hours
SUMMARY OF LEARNING OUTCOMES:
Upon completion of the module the student trainees must be able to:
LO1. Interpret event brief
LO2. Develop proposal and bid details
LO3. Develop bid materials
LO4. Submit or present the bid or proposal on time
ASSESSMENT CRITERIA:
1.1 Contents of the event brief are accurately interpreted and the company’s capacity to
meet stated requirements is assessed.
1.2 Action required for the development of the proposal or bid is identified and planned.
1.3 Liaison with customer is undertaken to clarify requirements when appropriate.
1.4 Details for inclusion in the proposal/bid are developed after consultation with
suppliers and other relevant agencies.
1.5 Options to meet and, where possible, exceed the expectations of the customer are
developed, including integration of current and emerging technology.
1.6 Possible competitors are evaluated and strategies to address competitive issues are
developed.
1.7 Bid materials are prepared within the designated time lines in accordance with the
requirements of the brief.
1.8 Materials are presented in a format that maximizes the use of presentation and
promotional techniques.
1.9 The proposal/bid is delivered within the prescribed time line.
1.10Proposal/bid presentation is conducted with maximum visual/retention impact.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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LO1: INTERPRET EVENT BRIEF
ASSESSMENT CRITERIA
1. Contents of the event brief are accurately interpreted and the company’s capacity
to meet stated requirements is assessed.
2. Action required for the development of the proposal or bid is identified and
planned.
3. Liaison with customer is undertaken to clarify requirements when appropriate.
CONTENTS
1) Demonstrated knowledge of typical bid/proposal requirements and formats
2) Presentation techniques for proposal and bid materials, including current
technology
3) Allocating responsibilities to team members and monitoring progress on bid
preparations
CONDITIONS
The students/trainees must be provided with the following:
Materials Equipment
1 Telephone Unit 1 Unit Computer with Internet
Connection
1 unit LCD PROJECTOR
2 Units Two –way Radio
2 Units Mobile Phones
1 Unit Telephone
1 Unit Fax Machine
1 Unit Digital camera
1 Unit Video Camera
1 Unit Microphone
1 unit sound System
1 Unit Megaphone
5 Unit First Aid Kit

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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METHODOLOGIES
▪ Written Test
▪ Demonstration with Oral Questioning
▪ Interview
ASSESSMENT METHODS
• For written test-answer sheet
• For Demonstration with Oral Questioning- Performance Criteria Checklist
• For Interview- Rating Sheet

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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LEARNING EXPERIENCES
Learning Outcome 1: INTERPRET EVENT BRIEF
Learning Activities Special Instructions
Read Information Sheet 1.1-1 on
Demonstration of knowledge in typical
bid/proposal requirements and formats.
Read and understand the information about
the content. If you can’t understand the
information, ask you facilitator
Answer Self-Check 1.1-1 Compare answers with the answer key.
You are required to get all answers correct.
If not, read the information sheets again to
answer all questions correctly.
Listen to the discussion on Demonstration
of knowledge in typical bid/proposal
requirements and formats.
Read Information Sheet 1.1-2 on
Presentation techniques for proposal and bid
materials, including current technology.
Listen to the discussion on Presentation
techniques for proposal and bid materials,
including current technology.
Read Information Sheet 1.1-3 on Allocating
responsibilities to team members and
monitoring progress on bid preparations
Participate to the lecture about Allocating
responsibilities to team members and
monitoring progress on bid preparations
Observe the demonstration on how to
perform Allocation of responsibilities to team
The demonstration of the task shows the
actual procedure on how to perform
Allocation of responsibilities to team

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Developed by:
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members and monitoring progress on bid
preparations.
members and monitoring progress on bid
preparations.
Perform Task Sheet 1.1-3 Evaluate your own work using the
Performance Criteria Checklist 1.1-3
You may ask your trainer to observe and
evaluate your performance using the
After doing all activities of this LO1, you
are ready to proceed to the next LO2 on
Develop Proposal And Bid Details

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Information Sheet 1.1-1
DEMONSTRATION KNOWLEDGE OF TYPICAL BID/PROPOSAL
REQUIREMENTS AND FORMATS
Learning Objectives:
After reading this INFORMATION SHEET, YOU MUST be able to:
1) Contents of the event brief are accurately interpreted and the company’s capacity to meet
stated requirements is assessed.
2) Action required for the development of the proposal or bid is identified and planned.
3) Liaison with customer is undertaken to clarify requirements when appropriate.
INTRODUCTION:
In this session will be able to learn different ways on how to show basic knowledge in
creating event brief and its different formats.
Primarily, a bid proposal is very specific summary of why you are qualified to undertake
the job. It does more than initiate a friendly greeting to the buyer and express interest in the job.
Your bid proposal allows you to state what your qualifications are and how your background
would allow you to perform the
specific job with excellence, accuracy, and on deadline.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Developed by:
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Top 10 Tips to Create a Bid Proposal
What is a bid proposal?
Primarily, a bid proposal is very specific summary of why you are qualified to undertake the
job. It does more than initiate a friendly greeting to the buyer and express interest in the job.
Your bid proposal allows you to state what your qualifications are and how your background
would allow you to perform the
specific job with excellence, accuracy, and on deadline.
Your qualifications may include:
1) Skills
2) Education
3) Past projects
4) Experience
5) Results
As to specifics, it’s essential that you specify how much you’re bidding for a project (in dollars
or in other currency) and how long you will need to accomplish it (in turnaround time).
How the bidding process works
Once you have posted a new proposal, the job site immediately notifies the project owner
(buyer). The buyer has the choice to select a writer based on qualifications, experience, price,
and other individual factors.
Before you formulate a competitive bid proposal, realize that buyers will evaluate you based on
criteria such as relevant skills, performance rating, and completion rate. You will have an eye
on the job, and the buyer’s eyes will also be on you!
How to present your bid
A successful bid proposal persuades the buyer to award the job to you. Although you have little
to no control over whom the buyer chooses, you have complete control over how you write and
present your bid.
So, if you’d like to present it right, here are the top 10 tips on how to write a competitive bid
proposal:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
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Tip #1: Don’t bid on every project.
To bid or not to bid—that is the empirical question! Honestly, you don’t have to exhaust
yourself by bidding on every single project. Did you know Freelancer.com has over 2,000
writing-related jobs on which to bid at any given time? Obviously, you can only bid on a small
fraction of jobs. You can always expect more promising jobs to
come your way. If you’ve worked in a dynamic environment such as Freelancer.com or
Elance.com, you’ll notice each time you log into your account, buyers across the world are
posting new jobs.
Tip #2: Always read the project details beforehand.
In every writing assignment, the specs are important. Included in the project details, the buyer
specifies exactly what the project includes and what he expects the freelancer to accomplish.
In assessing the buyer’s job description, ask the following questions: Do you qualify for the
niche? Can you write on the
topic with expertise? If you say Yes! on both counts, include relevant samples or references
along with your bid.
Tip #3: Avoid scripted bid proposals.
Scripted bid proposals sound too mechanical. The most INEXPERIENCED freelancers write
hackneyed bid proposals. When your bid looks and sounds the same as all the other bids, you
sound like you’re only interested in winning the project itself and not meeting your buyer’s
standards and expectations.
Here is one more tip: Never just post a resume as a substitute for writing a competent,
conversational bid proposal. Posting just a resume in reply to a job opening is a lazy (and
foolish) way of showing you do not know how to address the buyer’s specific needs. Sure, you
can post your resume as part of your portfolio or samples, but not as a way of addressing the
buyer directly.
Tip #4: Don’t sound impersonal.
Since scripted proposals sound forced, they also come across as artificial. Impersonal in
approach, they generally fail to impress or appeal to a client’s sense of
approval.
Tip #5: Avoid being too hasty in committing your time.
Although there’s a sense of urgency to bidding, you should never be too hasty. Never commit
to a project unless you’re prepared to deliver. Since the element of time is a crucial factor,
think ahead and plan your schedule in order to meet all your deadlines.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Tip #6: Try not to underbid your fellow writers.
It’s reasonable to place a bid higher or lower than the competition, but it’s
unreasonable to bid way too high or way too low. Put simply, the latter tilts the balance in your
favor, more often than not at the expense of quality.
Instead, capitalize on your strengths and credentials. In the long run, this practice encourages
healthy competition and preserves the reputation of freelance writers as professionals.
Tip #7: Do a check on your buyer’s history.
Busy as you are, it pays to do a little background check. (Who knows? The
buyer may be doing the same thing on you as a bidder!)
As a reference, read previous reviews and look for positive feedback. Find out the number and
nature of similar jobs the buyer has successfully completed in partnership with writers.
Tip #8: Likewise, check out your competitor’s reputation.
To have a clearer profile on the probabilities (the success and failure rate) of the buyer
awarding the project to you, check out who else is bidding. This keeps you on your toes as to
pricing and performance.
Tip #9: Don’t forget to proofread your bid!
Haste makes waste, so don’t rush into prematurely posting your bid. As a final check, avoid
misspelled names and typographical errors.
Tip #10: Avoid taking a rejection personally.
In advance, it helps to know that—try as you may—not every bid gets awarded to you. You
win some; you lose some. Without lowering your expectations, prepare yourself for either an
acceptance or a rejection. Either way, the bottom line is that you know you’ve prepared
and submitted a bid as best as you can.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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SELF-CHECK 1.1-1
DEMONSTRATION OF KNOWLEDGE OF TYPICAL BID/PROPOSAL AND
FORMATS
INSTRUCTION: Please read carefully and answer all the questions below. No erasure.
Enumeration:
Give Top 10 Tips to Create a Bid Proposal
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
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ANSWER KEY 1.1-1
DEMONSTRATION OF KNOWLEDGE OF TYPICAL BID/PROPOSAL AND
FORMATS
1. Don’t bid on every project.
2. Always read the project details beforehand.
3. Avoid scripted bid proposals.
4. Don’t sound impersonal.
5. Avoid being too hasty in committing your time.
6. Try not to underbid your fellow writers.
7. Do a check on your buyer’s history.
8. Likewise, check out your competitor’s reputation.
9. Don’t forget to proofread your bid!
10. Avoid taking a rejection personally.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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INFORMATION SHEET 1.1-2
PRESENTATION TECHNIQUES FOR PROPOSAL AND BID MATERIALS,
INCLUDING CURRENT TECHNOLOGY
1. Contents of the event brief are accurately interpreted and the company’s capacity to
2. Action required for the development of the proposal or bid is identified and planned.
INTRODUCTION:
In this session you will learn how to utilize new technology when presenting an event
proposal to your client. New technology device may attract possible client that will patronize
your company as an event coordinator/ organizer

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Social Media
We know that social media is not a device that we click or tap, but this is one of the reasons why
such a certain high end devices are being invented.
Though Social Media, this will help us to attract you clients as they can stay connected to the
world.
Basic Photo editing and Technical skills
When we are organizing events, since nowadays we always want to be in a digital world, make
sure that you know basic and advance technical troubleshooting such as setting up the projectors,
editing photo in adobe, and artistic when editing their moments.
Master your Piece
When dealing with pictures master your skill in photography, this may help you to reduce you
cost when hiring legit photographer, in this case you don’t need to hire photographer because
you are the PHOTOGRAPHER.
Know Microsoft Office application
It is very important that we know how to use Microsoft Office application as this is the medium
of our presentation. We should learn more on how to use MS word application, MS excel, MS
PowerPoint, and MS Publisher, These are the application that will make our presentation
Organize and artistic.
Event Management vs. Planning: What's the Difference?
What You Need to Know to Avoid Client Confusion
• Share
• Flip
• Pin
• Email
Event Planning
• Basics
• Careers
• Business Tips
• Event Ideas
• Event Production
• Technology
• Conference Services
• Event Catering
• The event planning industry is host to numerous job titles and job descriptions. Event
planner. Meeting Planner. Event Coordinator. Convention Planner. Event manager. The
list seems endless. As the industry grows, so does the list of job functions. While job
growth is always a good thing, the range of event planning job functions and event
management job titles can be confusing to those starting out in the industry.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Developed by:
Revision # 001
• It is equally frustrating for seasoned professionals faced with clients who
misunderstand the services offered.
• “Event management” and “event planning” are frequently tossed around
interchangeably even though they are two very different things. Quite simply, planning
and managing are not the same. While the skill sets of these two functions do overlap,
they are two distinct functions. It creates problems for those dealing with clients who
mistakenly think they need an event manager when what they need is an event planner.
And for those clients who are under the impression that all event managers also handle
event planning. So let’s clear up the confusion because it is important that you and your
clients have the same understanding.
Event Planning
Let’s start with event planning. The key operative word here is planning. All events – from
bridal showers to milestone birthday celebrations to big corporate gatherings – begin with a
plan of some sort.
The initial discussions with clients regarding event ideas, themes, desirable dates and budget
guidelines are all part of the event planning process.
Event planning starts at the beginning, from the very early stages of concept and continues all
the way until the actual event takes place. And, honestly, for a few weeks after the event as
event planners wrap up details and handle follow-up items.
Event planning involves working closely with the client to design an event that reflects the
client’s vision of the gathering and meets the event’s objective. Clients who hire an event
planner hire someone to plan all aspects of the event, including the related details and action
items, and to see that event through until its completion.
Event planning responsibilities can include but are not limited to:
• selecting an overall theme for the event
• developing a budget
• selecting a venue
• negotiating hotel contracts
• hiring outside vendors
• planning the menu
• hiring a caterer
• arranging for guest speakers or entertainment
• coordinating transportation
• choosing the color scheme
• developing invitations

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Event planning is everything that goes into putting together an event. This function falls under
the larger umbrella of event management.
Event Management
Every type of event is made up of numerous parts that fit together like pieces of a puzzle. All
of those pieces ultimately come together to create an event. Successful events have all of those
related pieces coming together at the right time and the right place, smoothly and efficiently
and according to plan. This process is called event management. It is, in simple terms, project
management of the event itself.
Event management involves creating, coordinating and managing all the different components
of an event as well as the teams of people responsible for each aspect. Some aspects of event
management may include but are not limited to:
• reserving a location for an event
• coordinating outside vendors
• developing a parking plan
• designing emergency contingency plans
• ensuring compliance with health and safety standards
• managing staff responsible for each function
• overseeing execution of an event
• monitoring of the event
• resolving event situations on site
Event Managers and Event Planners Work Together
Defining these two functions is challenging because, not only are they closely related, the
responsibilities often overlap. Individual event planners may offer event management services,
and event managers may also offer event planning.
It all depends on the individual planner or corporate event management team, the venue, and
the event itself.
It is important to understand the differences between the two and to determine which services
you will provide. For example; If you offer event planning services for a large-scale event, you
will work with an event manager who will coordinate your services with those of the catering
manager, the audiovisual team, etc. Define your role and the services you will provide and
clearly communicate these to prospective clients to avoid any confusion during the planning
process.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Developed by:
Revision # 001
SELF CHECK 1.1-2
A. IDENTIFICATION:
1.____________________ is not a device that we click or tap, but this is one of the reasons why
such a certain high end devices are being invented.
2.____________________ when organizing events, since nowadays we always want to be in a
digital world, make sure that you know basic and advance technical troubleshooting such as
setting up the projectors, editing photo in adobe, and artistic when editing their moments.
3.____________________ when dealing with pictures master your skill in photography, this
may help you to reduce you cost when hiring legit photographer, in this case you don’t need to
hire photographer because you are the PHOTOGRAPHER.
4.____________________ it is very important that we know how to use Microsoft Office
application as this is the medium of our presentation. We should learn more on how to use MS
word application, MS excel, MS PowerPoint, and MS Publisher, These are the application that
will make our presentation Organize and artistic.
B. ESSAY: Six (6) points.
5-10. What is the difference between Event Management and Event Planning?

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
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ANSWER SHEET 1.1-2
Name:_______________________________ Date:_____________________
1.
2.
3.
4.
5.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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ANSWER KEY 1.1-2
1. Social Media
2. Basic Photo editing and Technical Skills
3. Master Piece
4. Know Microsoft Office Application
5-6.
“Event management” and “event planning” are frequently tossed around interchangeably even
though they are two very different things. Quite simply, planning and managing are not the
same. While the skill sets of these two functions do overlap, they are two distinct functions. It
creates problems for those dealing with clients who mistakenly think they need an event
manager when what they need is an event planner. And for those clients who are under the
impression that all event managers also handle event planning. So let’s clear up the confusion
because it is important that you and your clients have the same understanding.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 23
Developed by:
Revision # 001
INFORMATION SHEET 1.1-3
ALLOCATING REPOSNSIBILITIES TO TEAM MEMBERS AND MONITORING
PROGRESS ON BID PREPARATIONS
1. Contents of the event brief are accurately interpreted and the company’s capacity to
2. Action required for the development of the proposal or bid is identified and planned.
INTRODUCTION:
In this session we will know how to distribute the labor to each team member that
involves in the event. Everyone is very important and all of them is part of the success of the
Event.
As an introduction, Member is the reason why there is a team, and Team work is
the only reason for the success of any event that we will conduct.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Allocating team members to roles
Teams needs to agree on who is going to carry out which role (role allocation). This need not
be fixed for the lifetime of the team, particularly in operational teams. You could, for example,
rotate the roles so that everyone takes a turn and thus gains experience of the different roles (as
in some forms of democratic team). Or you may want to allocate the crucial roles within the
team to the people who would like to take them, are best qualified to carry them out through
prior or current experience, or even to people who would like to take on an unfamiliar role in
order to gain experience of performing that role.
Whatever protocols you use for allocating roles within your team, you should make sure that
someone performs these roles or, if the roles are not allocated explicitly, that someone in the
team undertakes the tasks.
Team leader
Even where decisions may be taken by the whole team, someone has to take responsibility for
chairing meetings, or their virtual equivalent. In a meeting, this person has responsibility for
clarifying the aims of the meeting and its agenda. They should introduce each item on the
agenda, guide the discussion of the items and then summarise the discussion and decisions
taken. If the team leader has a strong leadership role they will also have a key role to play in
decision making, partitioning of tasks and allocation of activities.

CBLM IN EVENTS
MANAGEMENT SERVICES
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CORE 1: PLAN AND
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PROPOSAL OR BID
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Record keeper
A team needs someone who takes notes in meetings: a team secretary or record keeper. One of
their duties is to keep a record of what decisions have been taken, who is doing what, and the
date of the next meeting. A summary of the meeting, in the form of meeting minutes, will
normally be circulated to the rest of the team by the record keeper. Therefore, the minutes of
the meeting can be seen as the official record of the meeting and can be referred to if decisions
are revisited or are in doubt. In the virtual team setting, the easiest way to emulate this
decision-making function of the meeting is to set a deadline by which an issue must have been
debated and a decision made, by voting if necessary. The team leader can facilitate this
process, with the record keeper recording the decision that is made.
In some operational and project teams, keeping records of issues (or bugs in computer
software) is a significant record-keeping task. Special ‘issue tracking’ software has been
developed that is often used by helpdesk teams or those working in customer support
departments to manage records of issues reported by customers and their resolution. Project
teams engaged in software development might well use a related type of software – bug-
tracking software – to help manage records of errors found, and the steps taken to resolve
them, in the software they are developing.
Document controller
In project teams, the record keeper may coordinate the production of team documents and
reports through managing the different versions of the documents that the team produces. Or
this role could fall to the team leader. If production of documents is a large task or requires
knowledge skills that are held by those with technical roles other than record keeper, then the
role of document controller is needed. While many projects do not have documents as their
end-products (projects in the construction industry and many information technology projects,
for example), most teams will have to produce periodic reports on their activities.
Progress chaser
A team needs someone who is responsible for ensuring that the team is keeping to the schedule
that the team members have set themselves and ensuring that they will meet the external
deadlines that have been given to them. Such a person should monitor progress, ensuring that
everyone is doing what they are supposed to and that all the tasks that need to be completed by
a particular date are on schedule before the deadline and have been completed once the
deadline has passed.
In a small team this may be undertaken by the team leader. In a large team the role of progress
chaser may be supported by a timekeeper who monitors how much time is spent on each item
in team meetings. In synchronous meetings it is easy to spend too much time on the first few
items of a long agenda, leaving too little time to discuss the later items. A timed agenda allots
time to each item. In asynchronous collaboration a similar function may be needed, although
usually an end-time is set for each asynchronous discussion. In this case the timekeeper may

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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need to allocate periods for discussion and ensure that these are coordinated with the
milestones of the project.

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MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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SELF CHECK 1.3-3
1. __________________ it has a strong leadership role that will also have a key role to play in
decision making, partitioning of tasks and allocation of activities.
2.__________________ a team needs someone who takes notes in meetings
3.__________________ it is needed if production of documents is a large task or requires
knowledge skills that are held by those with technical roles other than record keeper.
4. __________________ who monitors how much time is spent on each item in team meetings.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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ANSWER KEY 1.1-3
1. Team leader
2. Record keeper
3. Document controller
4. Timekeeper

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MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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TASK SHEET 1.1-3
Performance Objective : Given the necessary tools, materials and equipment, you should be
able to perform following ALLOCATING REPOSNSIBILITIES
TO TEAM MEMBERS AND MONITORING PROGRESS ON
BID PREPARATIONS in 3 hours
Supplies/Materials : 1 Telephone Unit
Equipment : 1 Unit Computer with Internet Connection,1 unit LCD PROJECTOR, 2
Units Two –way Radio, 2 Units Mobile Phones, 1 Unit Telephone, 1 Unit
Fax Machine, 1 Unit Digital camera,1 Unit Video Camera, 1 Unit
Microphone, Unit sound System, 1 Unit Megaphone, 5 Unit First Aid Kit
Steps/Procedure:
1. Wear your PPE
2. Observe safety and proper sanitation
3. Prepare the needed tools, equipment and materials
4. Follow the steps below:
- Please observe proper dress
- Complete all the necessary requirements for bidding.
- Prepare that slides and finalize it once in a while.
- Double check all the deadlines
- Check the weather with the subordinates.
- Make sure to check dates for holidays and weekends for acquiring
government permits.
- Check venues and sound system if they are working properly.
- Check the projector installation
- Check the food and drinks as it qualifies to the guest (includes their
diets)
5. Can the area and return the tools/materials to their designated places.
Assessment Methods:
Demonstration with Oral Questioning

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
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Issued by:
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TASK ANSWER SHEET 1.1-3
ALLOCATING REPOSNSIBILITIES TO TEAM MEMBERS AND
MONITORING PROGRESS ON BID PREPARATIONS
Name: ___________________________________ Date: ___________
QUESTIONS Satisfactory
Responses
The trainee should answer the following questions: Yes No
1. What do we need to consider when conducting an outdoor
event?
Answer:
Weather
❑ ❑
2. What is the reason why do need to separate entrance and exit
for an indoor event?
Answer:
We avoid commotions of attendees.
❑ ❑
3. What do we do when there is an attendee that has currently
sick like seizure?
Answer:
Always make sure that there is a Medic and check the medical kit
inside the venue.
❑ ❑
4. What are you going to do if you are conducting event
outdoor and suddenly there’s a report that there is a typhoon
on the same date?
Answer:
Before conducting event make sure that we check the weather
forecast on the day of event. If still not working, then we can check
for other options in conducting the event indoor.
❑ ❑
5. Why do we need to consider the allocated attendees? ❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Answer:
If the event is indoor we want to avoid crowd and the noise.
If the event is outdoor we make sure that we need to look for
security and possible, gate crashers during the event.
The Trainee’s underpinning knowledge about the demonstration of tasks was:
Satisfactory ❑ Not satisfactory ❑
Feedback to the Trainee:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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CRITERIA
Did you….
YES NO
1. Contents of the event brief are accurately interpreted and the
company’s capacity to meet stated requirements is assessed.
✓
2. Action required for the development of the proposal or bid is
identified and planned.
✓
3. Liaison with customer is undertaken to clarify requirements
when appropriate.
✓

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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INSTITUTIONAL
ASSESSMENT TOOLS
• Table of Specification
• Evidence Plan
• Attendance Sheet
• Self-Assessment Guide
• Written Test
• Answer Key (Written Test)
• Performance Test (Specific Instructions)
• Rating Sheet for Demonstration
• Questions about the Demonstration
• Questioning Tool to Probe the Underpinning Knowledge
• Institutional Assessment Result Summary

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
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Issued by:
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TABLE OF SPECIFICATION
ATTENDANCE SHEET
PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Knowledge Comprehension Application
# of
items/
% of test
Interpret event brief 5%(2) 5%(2) 10%(4) 20%(8)
Develop proposal and
bid details
5%(2) 5%(2) 10%(4) 20%(8)
Develop bid materials 5%(2) 5%(2) 20%(8) 30%(12)
Submit or present the
bid or proposal on
time
5%(2) 5%(2) 20%(8) 30%(12)
TOTAL
100%
20% 20% 60%(24)
100%(40
)

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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(Title of Qualification)
Name of Competency PLAN AND DEVELOP EVENT PROPOSAL OR BID
Training Center
Date of Assessment
No. TRAINEE’S NAME SIGNATURE ASSESSMENT
RESULTS
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
Trainer:
Signature Over Printed Name
Training Manager:
Signature Over Printed Name
EVIDENCE PLAN
QUALIFICATION EVENTS MANAGEMENT SERVICES NC III

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MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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Unit of
competency:
Ways in which evidence will be collected:
[tick the column]
Demonstration
with
Oral
Questioning
Oral
questioning
Portfolio
Third
Party
Report
Written
Test
The evidence must show that the trainee…
Contents of the event brief are accurately interpreted
and the company’s capacity to meet stated
requirements is assessed.*
✓ ✓ ✓ ✓
Action required for the development of the proposal or
bid is identified and planned.*
✓ ✓ ✓ ✓
Liaison with customer is undertaken to clarify
requirements when appropriate.*
✓ ✓ ✓ ✓
Details for inclusion in the proposal/bid are developed
after consultation with suppliers and other relevant
agencies.*
✓ ✓ ✓ ✓
Options to meet and, where possible, exceed the
expectations of the customer are developed, including
integration of current and emerging technology.*
✓ ✓ ✓ ✓
Possible competitors are evaluated and strategies to
address competitive issues are developed.*
✓ ✓ ✓ ✓
Bid materials are prepared within the designated time
lines in accordance with the requirements of the brief.*
✓ ✓ ✓ ✓
Materials are presented in a format that maximizes the
use of presentation and promotional techniques.*
✓ ✓ ✓ ✓
The proposal/bid is delivered within the prescribed
time line.*
✓ ✓ ✓ ✓
Proposal/bid presentation is conducted with maximum
visual/retention impact.*
✓ ✓ ✓ ✓
NOTE: *Critical aspects of competency
SELF-ASSESSMENT GUIDE

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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Issued by:
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Qualification: EVENTS MANAGEMENT SERVICES NC III
Unit Competency: PLAN AND DEVELOP EVENT PROPOSAL OR BID
Can I? Yes No
Content of the event brief are accurately interpreted and the
company’s capacity to meet stated requirements is
assessed.
✓
Action required for the development of the proposal or bid
is identified and planned.
✓
Liaison with customer is undertaken to clarify requirements
when appropriate.
✓
Details for inclusion in the proposal/bid are developed after
consultation with suppliers and other relevant agencies.
✓
integration of current and emerging technology.
✓
address competitive issues are developed.
✓
Bid materials are prepared within the designated time lines
in accordance with the requirements of the brief.
✓
Materials are presented in a format that maximizes the use
of presentation and promotional techniques.
✓
The proposal/bid is delivered within the prescribed time
line
✓
visual/retention impact.
✓
Trainee’s Name and Signature
Date
RATING SHEET FOR DEMONSTRATION

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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Trainee’s Name:
Trainer’s Name:
Qualification EVENTS MANAGEMENT SERVICES NC III
Unit of Competency PLAN AND DEVELOP EVENT PROPOSAL OR BID
Date of Assessment
Time of Assessment
Instructions for Demonstration
Given the necessary materials, tools and equipment, the trainee must be
able to PLAN AND DEVELOP EVENT PROPOSAL OR BID in 3 hours
Materials and Equipment
Facilities, equipment, supplies and materials relevant to the unit of
competency
Observation
During the demonstration of skills, did the candidate
To show if
evidence is
demonstrated
Yes No N/A
Content of the event brief are accurately interpreted and
the company’s capacity to meet stated requirements is
assessed.
✓
Action required for the development of the proposal or
bid is identified and planned.
✓
Liaison with customer is undertaken to clarify
requirements when appropriate.
✓
Details for inclusion in the proposal/bid are developed
after consultation with suppliers and other relevant
agencies.
✓
integration of current and emerging technology.
✓

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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address competitive issues are developed.
✓
Bid materials are prepared within the designated time
lines in accordance with the requirements of the brief.
✓
Materials are presented in a format that maximizes the
use of presentation and promotional techniques.
✓
The proposal/bid is delivered within the prescribed time
line
✓
visual/retention impact.
✓
The trainee’s demonstration was:
Satisfactory Not Satisfactory
Date
Trainer’s Name and Signature
Date

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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PERFORMANCE TEST
Specific Instruction for the Trainee
Qualification
Unit of Competency
PLAN AND DEVELOP EVENT PROPOSAL OR
BID
General Instruction:
Given the necessary tools, materials and equipment, you are required to PLAN
AND DEVELOP EVENT PROPOSAL OR BID in accordance with accepted
institutional/industry standard for 3 hours
Specific Instruction:
1. The assessment shall be based on the unit of competency in the
Training Regulation and the evidence plan and shall focus on the
following evidence gathering methods:
- Demonstration with Oral Questioning
2. You shall be given 30 minutes to prepare the needed materials, tools
and equipment for the performance of tasks.
3. You shall be required to perform the following tasks for 3 hours:
LO1. Interpret event brief
LO2. Develop proposal and bid details
LO3. Develop bid materials

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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LO4. Submit or present the bid or proposal on time
4. Present your finished product/work to your assessor
5. After the performance of tasks, answer the questions about your
demonstration to be asked by the assessor.
6. You have to answer other questions to probe the underpinning
knowledge about the unit of competency
7. After the oral questioning portion, answer carefully the written test
about the unit of competency. Please write your answer on a
separate sheet of paper to be provided by the assessor.
8. After the assessment, the assessor shall provide you feedback on the
assessment result. The feedback shall indicate whether you are:
- COMPETENT
- NOT YET COMPETENT
QUESTIONS ABOUT THE TRAINEE’S DEMONSTRATION OF TASKS
Name:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Qualification: EVENTS MANAGEMENT SERVICES NC III
Unit of Competency: PLAN AND DEVELOP EVENT PROPOSAL OR BID
QUESTIONS Satisfactory
Responses
Tick Yes or No
The trainee should answer the following questions: Yes No
1. What is the reason why do need to separate
entrance and exit for an indoor event?
Answer:
To avoid commotion of attendees.
❑ ❑
2. Why do we need to consider the allocated
attendees?
Answer:
If the event is indoor we want to avoid crowd and the
noise.
If the event is outdoor we make sure that we need to
look for security and possible, gate crashers during
the event.
❑ ❑
3. How do you measure the requirements in
developing an event proposal?
Answer:
❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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It will depend on the scale and importance of the
event.
4. What are the qualifications of an event planners?
Answer:
Event planners coordinate and manage conferences,
meetings and parties. A bachelor’s degree in
hospitality, communications, public relations or a
related field typically is needed to start a career as an
event planner. Some hospitality programs offer a
concentration in event planning.
❑ ❑
5. What would you do if the invitation was delayed in
delivery? How would you handle the situation in
informing the client to avoid complains about the
delay?
Answer:
I will inform the client about the delay then send them
an email about the status of the delivery. Finally, I will
call them that I have sent an email regarding the
delay.
❑ ❑
The Trainee’s underpinning knowledge about the demonstration of tasks
was:
Feedback to the Trainee:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Overall Performance:
Date
Trainer’s Name and Signature
Date

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MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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QUESTIONING TOOL
Questions to probe the trainee’s underpinning knowledge
Satisfactory
response
Extension/Reflection Questions – additional questions Yes No
1. How do you measure the requirements in developing an event
proposal?
Answer:
It will depend on the scale and importance of the event.
❑ ❑
2. What do we need to consider when conducting an outdoor event?
Answer:
Weather
❑ ❑
3. What are the requirements for selecting and booking for an event?
Answer:
- Cost
- Location
- Ambiance
- Services and Amenities
- Capacity Minimum
- Parking
- Lay Out
- Accessibility
❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Safety Questions---to prevent accidents Yes No
4. What would you do when an earthquake occurs during the event?
Answer:
First, inform the audience that there is an earthquake, then advise
everyone to calm down and after that, ask the audience to cover
their heads and lead them to the exit place.
5. What are you going to do if you are conducting event outdoor and
suddenly there’s a report that there is a typhoon on the same date?
Answer:
Before conducting event make sure that we check the weather
forecast on the day of event. If still not working, then we can check
for other options in conducting the event indoor.
❑ ❑
6. What precautions must you take when you found out that one of
your guest asked for more alcohol beverages but you noticed that
the guest is already slurry, clumsy, and intoxicated?
Answer:
First, I will approach and inform the guest in a polite way that the
guest consumed too much of alcohol. Then, offer the guest non-
alcoholic beverages like coffee. Finally, I will assign someone to keep
an eye to the intoxicated guest.
❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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7. What are the main things that you should not forget when
conducting an event?
Answer:
The main things that you should not forget when conducting an event
are safety, security, and other risk management.
❑ ❑
8. What safety equipment and clothing should you use when one of
your food server is sneezing and coughing?
Answer:
First, I will advise the food server to wear the safety equipment and
clothing to avoid food contamination.
❑ ❑
Contingency Questions Yes No
9. What do we do when there is an attendee that has currently sick
like seizure?
Answer:
Always make sure that there is a Medic and check the medical kit
inside the venue.
❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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10. What would you do in an event if the keynote speaker made a
call to cancel in the last minute?
Answer:
First, make plans and instruct the staff to continue the event program
rather than delay it. After that, identify and use other people in the
event management team or other guests who can step into to make
a presentation if necessary.
❑ ❑
11. Why is it important to provide a description or an overview of the
event?
Answer:
To achieve the target in running an event.
❑ ❑
12. What would you do if the wardrobe of the presenter
malfunctioned?
Answer:
First, I will rearrange the program to keep the show running while my
team informed the presenter to give them an amount of time to
recover in the said wardrobe malfunction.
❑ ❑
Job/ Role Environment Questions Yes No

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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13. How will you handle customer’s complaint?
Answer:
First, listen to the customer’s complaint. Then, recognize the
complaint and start to apologize. After that sympathise to the
customer to understand more of the complaints. And finally, offers
immediate actions.
❑ ❑
14. How do you manage to keep yourself updated to any mishaps of
the events?
Answer:
Have a person designated in the event management team as a
“Trouble-shooter” whose job is to continually move about the venue
looking for such problems.
❑ ❑
Rules and Regulations=SOP Yes No
15. What is the rule in displaying Philippine flag without using a flag
pole?
Answer:
The red colour of the flag is facing right side.
❑ ❑

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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Document No. 001
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16. In terms of protocol, what is the procedure for the arrival of
government officials?
Answer:
In the introduction protocols and order of the speakers, the following
are: order of precedence for official guests, seating arrangements,
and dress code.
❑ ❑
17. Site an example wherein the regulations and codes violates
conflict of interest?
Answer:
When a person has a role or position within an organization that
requires them to make decisions in the best interest of the
organization, but they also have a competing private or personal
interest which may affect their judgment.
❑ ❑
18. What are the requirements of the manufacturer/supplier in
ordering the items needed for the event?
Answer:
It depends upon the company policy. Example, some company
requires deposit for reservation.
❑ ❑
The trainee’s underpinning knowledge
was:
❑ Satisfactory ❑ Not
Satisfactory
Date:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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Trainer’s Name and Signature Date:
WRITTEN TEST

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
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Issued by:
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1. __________________ it has a strong leadership role that will also have a key role to play
in decision making, partitioning of tasks and allocation of activities.
2.__________________ a team needs someone who takes notes in meetings
3.__________________ it is needed if production of documents is a large task or requires
knowledge skills that are held by those with technical roles other than record keeper.
4. __________________ who monitors how much time is spent on each item in team
meetings.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
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ANSWER SHEET
Name:____________________________ Date:________________
1.
2.
3.
4.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 54
Developed by:
Revision # 001
ANSWER KEY
1. Team leader
2. Tecord keeper
3. Document controller
4. Timekeeper

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 55
Developed by:
Revision # 001
INSTITUTIONAL ASSESSMENT RESULTS SUMMARY
Trainee’s Name:
Trainer’s Name:
Title of Qualification /
Cluster of Units of
Competency
Training Center: MASJID AL-AKDHAR Date:
The performance of the candidate in the following unit(s) of
competency and corresponding methods
Unit of Competency Assessment Methods
PLAN AND DEVELOP
EVENT PROPOSAL OR
BID
A. Demonstration/Observation
with Oral Questioning
B. Written Test
C. Oral Questioning
Note: Satisfactory Performance shall only be given to candidate who demonstrated successfully all the
competencies identified in the above-named Qualification/Cluster of Units of Competency
Recommendation
:
❑ For issuance of
NC/COC
(Indicate title of COC, if full
Qualification is not met)
❑ For submission of
additional
documents
Specify:
_______________
❑ For re-assessment (pls.
specify)
Did the candidate overall performance meet the required
evidences/standards?
❑
YES
❑ NO
OVERALL EVALUATION ❑ Competent ❑ Not Yet Competent
Trainee’s signature Date:
Trainer’s signature Date:
Training Center Manager
Signature
Date:
TRAINEE’S COPY (Please present this form when you claim your IC/COC)
INSTITUTIONAL ASSESSMENT RESULTS SUMMARY
Name of Trainee GEMMA RICA V. DELA CRUZ Date:
Name of Training Center Date:
Assessment Results ❑ Competent ❑ Not Yet Competent

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 56
Developed by:
Revision # 001
Recommendation
:
❑ For issuance of
NC/COC
(Indicate title of COC, if full
Qualification is not met)
❑ For submission of
additional
documents
Specify:
❑ For re-assessment (pls.
specify)
Trained by: MARIANE T. DE GUZMAN
Name and Signature
Attested by: ROMANILLO G. ESPARTERO
Name and Signature
Date: Date:

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 57
Developed by:
Revision # 001
Inventory of Training Resources
Resources for presenting instruction
Print Resources As per TR As per
Inventory
Remarks
CBLM 25 pcs. Additional
Instructional
Materials
Books 10 pcs. Additional
Instructional
Materials
Journals 20 pcs. Additional
Instructional
Materials
Magazines 15 pcs. Additional
Instructional
Materials
manuals 5 pcs. Additional
Instructional
Materials
Non Print Resources As per TR As per
Inventory
Remarks
Slides 20 pcs. Additional
Instructional
Materials

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 58
Developed by:
Revision # 001
Films 25 pcs. Additional
Instructional
Materials
Video tapes 20 pcs. Additional
Instructional
Materials
Audio video 10 pcs. Additional
Instructional
Materials
Whiteboard 5 pcs. Additional
Instructional
Materials
Resources for Skills practice of Competency
Equipment As per TR As per
Inventory
Remarks
Computer with internet connection 5 units 5 units Complied as
per TR
LCD projector 1 unit 1 unit Complied as
per TR
Two-way radio 2 units 2 units Complied as
per TR
Mobile phone 2 units 2 units Complied as
per TR
Telephone 1 unit 1 unit Complied as
per TR

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 59
Developed by:
Revision # 001
Fax machine 1 unit 1 unit Complied as
per TR
Digital camera 1 unit 1 unit Complied as
per TR
Video camera 1 unit 1 unit Complied as
per TR
Microphone 1 unit 1 unit Complied as
per TR
Sound system 1 unit 1 unit Complied as
per TR
Megaphone 1 unit 1 unit Complied as
per TR
First aid kit 5 sets 5 sets Complied as
per TR
Materials As per TR As per
Inventory
Remarks
Telephone Directory 1 set 1 set
Complied as
per TR
Note: In the remarks section, remarks may include for repair, for replenishment,
for reproduction, for maintenance etc.

CBLM IN EVENTS
MANAGEMENT SERVICES
NCII
CORE 1: PLAN AND
DEVELOP EVENT
PROPOSAL OR BID
Date Developed:
February 2021
Document No. 001
Issued by:
Page 60
Developed by:
Revision # 001
TO ACCESS MORE
ABOUT THE MODULE
PLS CONTACT:
09610392852

EVENTS MANAGEMENT SERVICES NC III - CBLM

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