...SELF-ASSESSMENT CHECK INSTUCTIONS: This Self-Check Instruments will give the trainer necessary data of information which is essential in journalizing transactions. Please check the appropriate box of your answer to the questions below. CORE COMPETENCIES | | | Can I…? | Yes | No | 1. Journalize Transactions | 1.1 Prepare chart of accounts | √ | | 1.2 Analyze documents | √ | | 1.3 Prepare journal entries | √ | | 2. Post Transactions | 2.1 Prepare ledger | | √ | 2.2 Transfer journal entries | | √ | 2.3 Summarize ledger | | √ | 3. Prepare trial balance | 3.1 List account titles and transfer from the balance | √ | | 3.2 Summarize trial balance | √ | | 4. Prepare Financial Reports | 4.1 Prepare financial statements | √ | | 4.2 Analyze financial statements | √ | | 5. Review internal control system | 5.1 Check policy compliance | √ | | 5.2 Prepare policy compliance report | √ | | Evidences/Proof of Current Competencies Evidences of Current Competencies acquired related Job/Occupation Current Competencies | Proof/Evidence | Means of Validating | 1. Journalize Transactions | * Demonstration * Certificate of Employment | * Assessment * Authenticity | 1.1 Prepare chart of accounts | | | 1.2 Analyze documents | | | 1.3 Prepare journal entries | | | 3. Prepare trial balance...
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...Training Sessions Handouts Randall Blow MGT/411 Training Sessions Handouts We believe that Brainstorming out of the other two techniques of Nominal Group and Decreasing Option Techniques that Brainstorming is the most accurate and best course of action because for every problem, there are many answers and many possibilities to explore. Creative problem solving can be accomplished in a simple, systematic process. Use the following process to your advantage as a leader! 1. Think Out of Box 2. Audacity the assurance: Accomplishing a better and stronger self-confidence 3. Mindset: Willing to take chances for success (Courage) [pic] ("Effective Management", 2002). EXPLORE THE CHALLENGE! ➢ Determining the Objective: Determine the desire, the challenge or the goal. ✓ Analyze the problem that needs to be solved within the objective. ➢ Fact Finding: Necessary data should be gathered. ✓ Point out the “5W’s”, Who, What, When, Where and Why it is important. ➢ Problem Finding: Clarify the existing problem. ✓ Make certain of the problem and make sure you focused on the right problem through finding all data, facts and opportunities that are present. GENERATE IDEAS! ➢ Discover Ideas: ✓ This is the part where the group or team undergoes brainstorming to come up with ideas that will legitimately solve the problem. ...
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...Project Plan for Training Session Your Name CMGT410 Instructor Date Background and Statement of Need Acme Inc, located in Los Angeles. has just designed and installed a brand new Intranet that will allow users to collaborate interactively on all their projects. In a few weeks the system will be fully operational and it will be necessary to train the users of the new system via a 2-day training Session. The users will be flying in from several parts of the country where the company has offices. The guests will be booked into a hotel for a 2-day stay and attend the training session onsite in a reserved conference room. All meals will be provided as well as transportation to and from the airport. Project Objectives The objective of the training session is to educate users about the new intranet, its features and capabilities. Maintenance procedures and troubleshooting the new system will also be covered.. Tasks 1 Hire Speaker 1.1 Research Speaker 1.2 Book Speaker 2. Send invites via email 2.1Email Invitations 2.2Track Confirmations 3.Arrange Accomodations 3.1 Research Prices 3.2Book Rooms 3.3 Reserve Conference Room 3.4 Confirm Accomodations 3.5 Arrange Transportaion to/from Airport 4. Arrange Airfare 4.1 Research Best Prices 4.2 Purchase Tickets 4.3 Confirm Reservations 4.4 Email Itinery 5. Book Catorer 5.1 Research Caterer 5.2 Select Catorer 5.3 Pay Deposit 5.4 Confirm Caterer 6. Create Training Manual 6.1 Create Manual 6.2 Manual Approval ...
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...Customer service training session Ladies and gentlemen, we have come here to discuss the customer service and the strategy of how to improve it. I will tell you how to make the customer service more efficient so that our customers are more pleased with our products and services. As you see in this paragraph (slide 2), we have to focus on assuring our customers that our products are the best. Almost 45 percent of the customers went shopping elsewhere, and over 40 percent of them did not find the right products. 33 percent of the customers had to order the products, and 24 percent of our customers did not get to buy the product they wanted from our store because we did not have it. The main thing that we as customer servants should remember is that the customers are always our main priority. Their satisfaction is our aim. With good customer service we can achieve better place at the market – because the customers are demanding, they know what they want and they want good service. We can easily stand out from the other companies by giving our customers good service. It is important to our company that the customers’ needs can be predicted because that way we can improve our service and the products. Customers do not always know what they are looking for – that is why we have to know it. We have to offer them the latest and best possible knowledge of different products so that they get convinced about the need for the certain product. We know how the buying decision process goes...
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...2-Day Training Session Paper The organization has decided to conduct a 2-day training session for chosen people who are brought from all over the country to participate in this session. The next 2 days will consist of training everyone how to use the new CRM SAP 360, which will be implemented in 2 months within our company. There will be many tasks and resources that need to be completed to make this training session a success. We expect all participants to be focused, team oriented, great listeners, fast learners, and great at multi-tasking. We would also need to appoint a Training Coordinator/Manager that oversees the 2-day training session and make sure all attendees are actively participating and being responsible for staff acquisition. We also need to acquire what our budget will be for this two day training session and make sure the budget is not too low and to make sure we do not exceed the budget given. First objective is to acquire what our training budget will be for this two day training session and make sure the budget is not too low and to make sure we do not exceed the budget given. This will also help determine where our training session will be held and what tools we will need to buy. Second we need to find a meeting space that fits our needs for the training session. We need a space that is big enough to fit all people attending the session, large enough to have our equipment in, secluded enough to where we are not disturbed and can conduct our training session...
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...Project Plan for Training Session Project Plan for Training Session Kristin Sullivan CMGT410 Pat Sullivan 11/11/2013 Background and Statement of Need Charmed Touches Inc, located in Los Angeles. has just designed and installed a brand new Intranet that will allow users to collaborate interactively on all their projects. In a few weeks the system will be fully operational and it will be necessary to train the users of the new system via a 2-day training Session. The users will be flying in from several parts of the country where the company has offices. The guests will be booked into a hotel for a 2-day stay and attend the training session onsite in a reserved conference room. All meals will be provided as well as transportation to and from the airport. Project Objectives The objective of the training session is to educate users about the new intranet, its features and capabilities. Maintenance procedures and troubleshooting the new system will also be covered.. Tasks 1- Hire Speaker 1-1 Research Speaker 1-2 Book Speaker 2- Send invites via email 2-1 Email Invitations 2-2 Track Confirmations 3- Arrange Accommodations 3-1 Research Prices 3-2Book Rooms 3-3 Reserve Conference Room 3-4 Confirm Accommodations 3-5 Arrange Transportation to/from Airport 4- Arrange Airfare 4-1 Research Best Prices 4-2 Purchase Tickets 4-3 Confirm Reservations 4-4 Email Itinerary 5- Book Caterer 5-1 Research Caterer 5-2 Select Caterer 5-3 Pay Deposit 5-4 Confirm Caterer ...
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...Little is known about HDFC Bank and the people behind it. It is a highly successful and profitable new generation bank in the private sector. It came alongside ICICI Bank and at several points in time, the market capitalization of HDFC Bank has been higher than that of ICICI Bank and SBI. Since inception Aditya Puri has been the MD of HDFC Bank and has been steering the bank, through times, good and bad, successfully. The bank has been growing 30% year-on-year for the last 15 years and has one of the lowest NPAs in the business. In spite of the absence of home loans ( as it is the preserve of its promoter HDFC Ltd) , the bank has a strong retail business. HDFC Bank and Aditya Puri have got legions of awards for this success. Mr. Aditya Puri has been Managing Director of HDFC Bank Ltd. since September 1994. Mr. Puri served as Chief Executive Officer of Citibank Malaysia from 1992 to 1994. He has over 30 years of experience in both domestic and international banking. He serves as a Deputy Chairman of Indian Banks' Association. He serves as a Director of HDFC Bank Ltd. He was awarded the Asian Banker Leadership Achievement Award 2006 for India. Mr. Puri holds a Bachelor of Commerce degree from Punjab University and is an Associate Member of the Institute of Chartered his Accountants of India. His management mantra has been inspired by a cartoon he saw in one foreign newspaper. One half of the cartoon showed the boss neck-deep in work while others outside were having a whale of...
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...Memorandum To: Largecompany.com CC: Administrator, Office Managers/Assistants From: Brad Dotson, Director of Training and Development Date: 3/4/2015 Re: Compliance Training Project Budget The proposed project for the company offsite 2-day training session to be conducted in San Diego, California on May 4-5, has been given a preliminary go ahead. This memo will discuss the financial implications of the project in terms of cost estimates of all resources and related tasks over the entire duration of the project. ESTIMATED BUDGET Travel Expenses • Airfare – A total of 16 managers will be flown in to the event, and will be provided round-trip tickets on United Airlines. 2 San Francisco, CA ($154 x 2) = $ 308 4 Salt Lake City, UT ($280 x 4) = 1120 4 Denver, CO ($254 x 4) = 980 6 Sacramento, CA (183 x 6) = 1098 Total = $3506 --(https://www.united.com/web/en-US/default.aspx?root=1) • Mileage Allowance – 2 local managers will be driving to event and will be compensated $0.57/per mile (60miles) $0.57 x 60 = $ 34.20 $68.40 x 2 = Total = $ 68.40 -- (http://www.irs.gov/uac/Newsroom/New-Standard-Mileage-Rates-Now-Available;-Business-Rate-to-Rise-in-2015) Accommodations • Hotel Rooms – 2 Trainers and 16 attendees traveling from out-of-town will be staying on site; One(1) night at the Double Tree Hotel & Conference...
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...learn the new Point of Sales system. The system is much more modern than our last system that the company had and therefore all the users will need the proper training on its current functions. Within the Microsoft Project file you will find each step of the training session to include the preparation. The purpose of this memo is to explain each step along the way. Preparation The initial planning of the meeting will take some extra preparation. The next couple of days will entail gathering information that is necessary on the training staff that will be needed for the two days of training. The Human Resources department will be responsible for providing the list. Along with the preparation we also need to look at the facilities that will be available for the company to use. The list should be reviewed within a timely manner to narrow down the possibilities and setting one location for the accommodations and training room. There are some venues that has helped the company out before so it would be best to reach out to them again and see if they possibly would have any openings. The IT department will be responsible for creating a list of all necessary hardware which will be needed for the training session, during this period. Training Staff Once the list of trainers that will be available for the training session is complete and obtained the best thing to do would be to categorize the trainers by experience. Anyone requiring recommendations should speak to the managers...
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...occurs when a client or counsellor set aside time in order to explore difficulties or change in a safe and confidential place. Counselling can help the client to see things more positively and clearly, this can enable the client to specifically focus on feelings, experiences or behaviour, with a goal to have an appropriate positive response. It is advised that counsellors arrive 15 minutes to prior to counselling session to ensure the room is prepared and this time could also be used for the counsellor to get in the right frame of mind. Allowing clients to see preparatory behaviour can negatively interfere with how competent they perceive their counsellors. Prepared meaning the room is at a comfortable temperature not to hot or too cold. The room should be clean, showing no sign of previous clients such as clean coffee table. The seating should be 45 degree angle, as this is the best way to observe body language without creating a confrontational effect, also making sure that there are no obstructions e.g. table, removing furniture will make the counselling session seem less formal. The closeness of the counsellor will indicate attentiveness and willingness. It’s also essential that tissue and water is available. It has been reported that sunlight has a positive effects on stress and feelings of anxiety, so soft and...
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...CapraTek Training Program Design: HRM 5015 Leading and Managing Workplace Learning Training Topic Topic Identification The training topic I will design for CapraTek is Sexual Harassment: You make the call. Upon interviewing various supervisors for their different plants I found that overall they are all uncomfortable with their knowledge on laws that affect their associates. Considering that the new plant is being opened in a state where there is a mandatory sexual harassment training law. Strategic Needs Due to the mandatory regulation of this training it is cost effective to use this training as an opportunity to grow our leadership. By having a in person session with our supervising team we can instill leadership behaviors that will help them in other areas of leadership. This seminar will give them the tools needed to solve other law/policy related problems. If we have to spend money let us make sure that we are getting a better return on investment from it. Needs Analysis Currently our company’s objective is to open the plant in Illinois and train our supervising staff accordingly. One major obstacle to this is the mandatory regulation of sexual harassment training by the state. Our supervisor must know what is legally required of them and what we expect from them. Our expectation is that they are able to fully understand what is sexual harassment, what are the signs of it, who to prevent it and...
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...Executive Summary City Area Parent Support (CAPS) are looking into the development of a new project, the project will serve parents and carers whom are caring for a loved one struggling with substance misuse issues or addiction. Evening Support Sessions (The ESS Group) will give carers an opportunity to engage in structured group support sessions. CAPS have identified through research a gap in provision for those carers who perhaps can’t access support because of other responsibilities such as needing to work, within the typical service delivery hours of between 9am & 5pm. This project will serve any parent or carer living in the City area including surrounding areas. This will be a pilot short term project with the hope of development in the future depending on the outcomes and its success. It is a simple plan which will promote social inclusion, tackle isolation and provide an opportunity for carers to build effective relationships and friendships with others in a similar situation. Introduction City Area Parent Support (CAPS) is a registered charitable organisation established since 2007 and based in the xxxx Area of City. CAPS provide both practical and emotional support to parents and carers whom are troubled by addiction within the family across the city. Mission CAPS – Providing a warm non- judgemental, confidential and friendly environment to parents and carers suffering the negative effects...
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...Ethical and Socially Responsive Business Key Areas of the Code of Conduct As CEO of the Chipotle Restaurant chain we strongly abide by the business’s code of conduct. There are many key areas of the Chipotle’s restaurant code of conduct that have a significant importance to the business. A few of those key areas are Chipotle’s Ethics and Conflicts of Interest Policy, Electronic Communications and Information, and Anti-Discrimination and Sexual Harassment Policy. The Chipotle’s Ethics and Conflicts of Interest area of the code of conduct implies that you should use good judgment at all times. This means you should be aware of all type situations that surround you. Regardless of who is participating in an unethical act we must always be honest. The Electronic Communications and Information area of the code explains the rules of using company computers and networks. You are not allowed to use company computers or networks for any personal use this includes installing software, sending or receiving emails, and unauthorized internet use. If there is a need to download information to the company computer you must take the proper actions of having it scanned with an anti-virus software. Any company information should not be copied for personal use or other use without prior authorization. Violation of these rules will result in disciplinary action. It is highly important that we understand the Anti-Discrimination and Sexual Harassment Policy within the business’s code of conduct...
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...Experiences of misunderstanding at work scenario 1 Last year as we were preparing for our quarterly meeting, somewhere along the line in our group a misunderstanding occurred within the group. The operations market team who are responsible for putting the quarterly meeting consist of six staff. Five of the staff in the group has been with the company over six years. The last member on the team was a recent transfer from another department, though has also been with the company for about six years as well. Therefore, the majority of the team had taken part in previous market meetings except for the new member. We received an email directed to the team from the Partner in charge of the meeting with bullet points of what each person was expected to do prior to the meeting. The meeting was scheduled one month from the time of the initial email. We knew we had a deadline to meet and what was expected had been outlined in the email. We all proceeded to work on our respective parts, as each part was involved with the other therefore keeping constant communication was key to meeting the deadline. The team noticed that the new team member was not being responsive to emails and it was extremely important we know of her progress since all parts were integral of each other and without her input we were lost. Her non-responsiveness caused stress among the team because we did not know if her portion was completed, and this was imperative for the rest of us to complete our part....
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...This entails the process of outlining the objectives and laying down the aims of the meeting prior to allocation of duties and responsibilities to be observed during the meeting. This step lays the foundation for the next step which is concerned with the desired outcomes of the proceeding, meeting or session. This second step is majorly concerned with the foreseeable results and expectations of all the stake holders of the meeting. The desired outcomes, much like the purpose, are written down and act as a guide or general framework for the meeting. The third step is concerned with allocation or assigning of roles of the facilitator, the overseer, the time keeper and the scribe. These are the primary players and regulators of the meeting who are charged with the duties of setting the agenda rolling. The facilitator is the key regulator of the meeting with the scribe taking down minutes and the time keeper allocating durations for all steps. The fourth step is setting the agenda, a comprehensive statement of the major objectives of the meeting which connect the purposes of the session to the foreseeable results. The last step is concerned with establishment and allocation of time for each item on the agenda. The mining group gold is a process that is effective for all types of proceedings or meetings. The primary roles of the primary and secondary facilitator include creating an open and collaborative amicable environment for the team members to effectively attain positive results...
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