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and procedures
D2.TCS.CL5.16
Trainer Guide
Implement event
management systems
and procedures
D2.TCS.CL5.16
Trainer Guide
Project Base
William Angliss Institute of TAFE
555 La Trobe Street
Melbourne 3000 Victoria
Telephone: (03) 9606 2111
Facsimile: (03) 9670 1330
Acknowledgements
Project Director: Wayne Crosbie
Project Manager Jim Irwin
Chief Writer: Alan Hickman
Subject Writer: Dianne Whelan
Editor: Jim Irwin
DTP/Production: Daniel Chee, Mai Vu, Cindy Curran
The Association of Southeast Asian Nations (ASEAN) was established on 8 August 1967. The Member
States of the Association are Brunei Darussalam, Cambodia, Indonesia, Lao PDR, Malaysia,
Myanmar, Philippines, Singapore, Thailand and Viet Nam.
The ASEAN Secretariat is based in Jakarta, Indonesia.
General Information on ASEAN appears online at the ASEAN Website: www.asean.org.
All text is produced by William Angliss Institute of TAFE for the ASEAN Project on “Toolbox
Development for Tourism Labour Divisions for Travel Agencies and Tour Operations”.
This publication is supported by the Australian Government’s aid program through the ASEAN-
Australia Development Cooperation Program Phase II (AADCP II).
Copyright: Association of Southeast Asian Nations (ASEAN) 2015.
All rights reserved.
Disclaimer
Every effort has been made to ensure that this publication is free from errors or omissions. However,
you should conduct your own enquiries and seek professional advice before relying on any fact,
statement or matter contained in this book. The ASEAN Secretariat and William Angliss Institute of
TAFE are not responsible for any injury, loss or damage as a result of material included or omitted
from this course. Information in this module is current at the time of publication. Time of publication is
indicated in the date stamp at the bottom of each page.
Some images appearing in this resource have been purchased from stock photography suppliers
Shutterstock and iStockphoto and other third party copyright owners and as such are non-transferable
and non-exclusive. Clip arts, font images and illustrations used are from the Microsoft Office Clip Art
and Media Library. Some images have been provided by and are the property of William Angliss
Institute.
Additional images have been sourced from Flickr and SXC and are used under Creative Commons
licence: http://creativecommons.org/licenses/by/2.0/deed.en
File name: TG_Impl_event_mgt_sys_and_proc_290415
Table of contents
Competency Based Training (CBT) and assessment – An introduction for trainers .......... 1
Competency standard ..................................................................................................... 11
Notes and PowerPoint slides .......................................................................................... 21
Recommended training equipment ................................................................................. 73
Instructions for Trainers for using PowerPoint – Presenter View ..................................... 75
Appendix – ASEAN acronyms ........................................................................................ 77
© ASEAN 2015
Trainer Guide
Implement event management systems and procedures
© ASEAN 2015
Trainer Guide
Implement event management systems and procedures
Competency Based Training (CBT) and assessment – An introduction for trainers
Unit of competency
Like with any training qualification or program, a range of subject topics are identified that
focus on the ability in a certain work area, responsibility or function.
Each manual focuses on a specific unit of competency that applies in the hospitality
workplace.
In this manual a unit of competency is identified as a ‘unit’.
Each unit of competency identifies a discrete workplace requirement and includes:
Knowledge and skills that underpin competency
Language, literacy and numeracy
Occupational safety and health requirements.
Each unit of competency must be adhered to in training and assessment to ensure
consistency of outcomes.
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Competency Based Training (CBT) and assessment – An introduction for trainers
Element of competency
Performance criteria
Learning
For the purpose of this manual learning incorporates two key activities:
Training
Assessment.
Both of these activities will be discussed in detail in this introduction.
Today training and assessment can be delivered in a variety of ways. It may be provided
to participants:
On-the-job – in the workplace
Off-the-job – at an educational institution or dedicated training environment
As a combination of these two options.
No longer is it necessary for learners to be absent from the workplace for long periods of
time in order to obtain recognised and accredited qualifications.
Learning approaches
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Flexibility in learning
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Competency Based Training (CBT) and assessment – An introduction for trainers
Simulation games
When trainees need to become aware of something that they have not been conscious of,
simulations can be a useful mechanism. Simulation games are a method based on "here
and now" experience shared by all the participants. The games focus on the participation
of the trainees and their willingness to share their ideas with others. A "near real life"
situation is created providing an opportunity to which they apply themselves by adopting
certain behaviour. They then experience the impact of their behaviour on the situation. It
is carried out to generate responses and reactions based on the real feelings of the
participants, which are subsequently analysed by the trainer.
While use of simulation games can result in very effective learning, it needs considerable
trainer competence to analyse the situations.
Individual /group exercises
Exercises are often introduced to find out how much the participant has assimilated. This
method involves imparting instructions to participants on a particular subject through use
of written exercises. In the group exercises, the entire class is divided into small groups,
and members are asked to collaborate to arrive at a consensus or solution to a problem.
Case study
This is a training method that enables the trainer and the participant to experience a real
life situation. It may be on account of events in the past or situations in the present, in
which there may be one or more problems to be solved and decisions to be taken. The
basic objective of a case study is to help participants diagnose, analyse and/or solve a
particular problem and to make them internalise the critical inputs delivered in the training.
Questions are generally given at the end of the case study to direct the participants and to
stimulate their thinking towards possible solutions. Studies may be presented in written or
verbal form.
Field visit
This involves a carefully planned visit or tour to a place of learning or interest. The idea is
to give first-hand knowledge by personal observation of field situations, and to relate
theory with practice. The emphasis is on observing, exploring, asking questions and
understanding. The trainer should remember to brief the participants about what they
should observe and about the customs and norms that need to be respected.
Group presentation
The participants are asked to work in groups and produce the results and findings of their
group work to the members of another sub-group. By this method participants get a good
picture of each other's views and perceptions on the topic and they are able to compare
them with their own point of view. The pooling and sharing of findings enriches the
discussion and learning process.
Practice sessions
This method is of paramount importance for skills training. Participants are provided with
an opportunity to practice in a controlled situation what they have learnt. It could be real
life or through a make-believe situation.
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Competency Based Training (CBT) and assessment – An introduction for trainers
Games
This is a group process and includes those methods that involve usually fun-based
activity, aimed at conveying feelings and experiences, which are everyday in nature, and
applying them within the game being played. A game has set rules and regulations, and
may or may not include a competitive element. After the game is played, it is essential
that the participants be debriefed and their lessons and experiences consolidated by the
trainer.
Research
Trainers may require learners to undertake research activities, including online research,
to gather information or further understanding about a specific subject area.
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Therefore, when assessing competency, an assessor has two possible results that can be
awarded:
Pass Competent (PC)
Not Yet Competent (NYC).
Pass Competent (PC)
If the participant is able to successfully answer or demonstrate what is required, to the
expected standards of the performance criteria, they will be deemed as ‘Pass Competent’
(PC).
The assessor will award a ‘Pass Competent’ (PC) if they feel the participant has the
necessary knowledge, skills and attitudes in all assessment tasks for a unit.
Not Yet Competent’ (NYC)
If the participant is unable to answer or demonstrate competency to the desired standard,
they will be deemed to be ‘Not Yet Competent’ (NYC).
This does not mean the participant will need to complete all the assessment tasks again.
The focus will be on the specific assessment tasks that were not performed to the
expected standards.
The participant may be required to:
a) Undertake further training or instruction
b) Undertake the assessment task again until they are deemed to be ‘Pass Competent’.
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Competency standard
Competency standard
UNIT TITLE: IMPLEMENT EVENT MANAGEMENT SYSTEMS AND PROCEDURES NOMINAL HOURS: 70
UNIT DESCRIPTOR: This unit deals with skills and knowledge required to implement, monitor and evaluate event management systems and procedures.
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Competency standard
2.2 Provide training for staff in application of Relevant personnel will include:
systems and procedures
Event organiser
2.3 Apply the approved systems and procedures to
the operation of the event Internal departmental managers with responsibility for service provision to the event
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Competency standard
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Competency standard
Evaluate the effectiveness of the systems and procedures used may include:
Assessing the practical operational performance of the systems and procedures against
organisational requirements
Discussing operational issues and results with staff and management
Making notations of suggestions for future changes to systems and procedures
Capturing evidence of the success or failure of the systems and procedures
Collecting feedback from the event organiser.
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Competency standard
Feedback on the event management systems and procedures may include verbal and written
feedback from :
Event organisers
Those who attended the event
Contractors and suppliers
Enterprise staff who attended and/or worked on the event.
Assessment Guide
The following skills and knowledge must be assessed as part of this unit:
Enterprise policies and procedures in regard to event management including supporting systems
and procedures essential for the planning and delivery of events
Principles of event planning and management
Ability to use management, leadership, monitoring and control techniques
Ability to use analytical and forecasting techniques
Knowledge of standard operating procedures for the host enterprise
Knowledge of host country legislation that applies to events
Knowledge of local authority requirements that apply to event management.
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Competency standard
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Competency standard
Demonstrated ability to communicate, and provide necessary training for, identified systems and
procedures to staff and contractors working on a nominated event
Demonstrated ability to evaluate the effectiveness and applicability of designated systems and
procedures for event management following the implementation at a nominated event.
Context of Assessment
Assessment must ensure:
Actual or simulated workplace implementation of an event.
Resource Implications
Training and assessment must include a real event including real people, real commodities and
activities, and prescribed event management systems and procedures.
Assessment Methods
The following methods may be used to assess competency for this unit:
Observation of practical candidate performance
Portfolio of documentation developed as part of the event management process – including
information supplied by event organisers, copies of new and revised systems and procedures,
records event implementation and written feedback from event organisers
Feedback from the event organiser, contractors and other relevant event participants
Case studies
Oral and written questions
Third party reports completed by a supervisor
Project and assignment work.
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Competency standard
Collecting, organising and analysing 1 Obtain event details and requirements from the
information event organiser
Confirm existing systems and procedures
Planning and organising activities 3 Develop new and revised systems and
procedures to accommodate individual event
needs
Working with others and in teams 2 Liaise with management and other to identify
requirements for new or revised systems and
procedures
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Slide
2. Trainer advises this Unit comprises two Elements, as listed on the slide explaining:
Each Element comprises a number of Performance Criteria which will be identified
throughout the class and explained in detail
Trainees can obtain more detail from their Trainee Manual
At times the course presents advice and information about various protocols but
where their workplace requirements differ to what is presented, the workplace
practices and standards, as well as policies and procedures must be observed.
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Slide
3. Trainer advises that assessment for this Unit may take several forms all of which are
aimed at verifying they have achieved competency for the Unit as required.
Trainer indicates the methods of assessment that will be applied to them for this Unit.
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Slide
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Slide
5. Consider the bullet list under ‘Style of Event’ and ask learners how many they are
familiar with or indeed have attended. Explain as needed those events that learners
are likely to be less familiar with such as Trade shows, stage productions, AGMs
etc.
View the links as needed to give an indication of different types of event
Elizabeth Andrews deals with corporate occasions
Pattis hire is of course and equipment hire company the other two are event
management companies.
Detail the MICE acronym and ask:
What types of events are associated with each category? Have each group list
three answers for each category.
Why is the MICE sector very appealing to hotels as a key market to attract?
Now explain and indicate how lucrative this industry is. The link to MICE magazine
will provide information on upcoming events (AUST & New Zealand) and other
news as well as lots of images
What website or industry magazine is available in your country for you to stay
informed in this area?
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Slide
6. Cover points as needed. Encourage learners to think outside the square and
consider some more unusual locations depending on numbers. Train stations,
desert, fields, and remote islands
Activity – research 3 unusual locations an event has been held and report back to
the group. What was it for, how many people, what type of event was it?
Emphasise that type of room can vary greatly depending on the event in question.
Give some examples
Numbers attending may impact the type of catering provided and produce or
products used
Availability
Specially grown
Supply and demand
Size of supplier
Logistics
Question learners on their understanding of technical equipment. Do they think
small scale or large scale. Brainstorm the answers. Connect to the links. AVD and
Staging Connections are well known reputable companies in Australia. Explore their
site to give learners an insight into what is possible. Find a company sight for your
country as well
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Access, Bump-in/out – consider things such as car shows, home shows, garden
shows, food and wine shows, gala weddings and dinners with media attendance.
Logistics with coordinating deliveries, construction, IT and AV, events pre and post
the event in question which can cause time constraints now consider smaller
occasions - family weddings and celebrations and small business events and
awards nights. Tell learners you will show them some images to consider shortly.
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Slide
7. Consider the logistics with this. Can be as simple as balloons and place cards
through to quite complicated (as discussed on the previous slide) involving much
planning
Discuss these points according to learners’ knowledge and experience. Have them
consider the systems and procedures they would rely on to manage and maintain
order and control or the various different types of events and occasions
View web links to show the variation of events and consider all points discussed so
far
Themes and decorations
Style and format
Room layout
Plus
Type of event
Style of event
MICE
Venue location
Size and type of room
Numbers attending
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Technical equipment
Access
Bump-in and bump-out.
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Slide
8. Again consider the logistics with this based on size of event and seek any personal
experiences from learners they wish to share
Other consideration not mentioned in trainer manual.
Security
Could alcohol cause behaviour issues?
Are there valuable items on display?
If external security is brought in, will they work with or separately to any venue
security?
Media
The number in attendance
Is it just photographers or will TV stations be interviewing or broadcasting?
Will they be roaming the venue or in a fixed location?
External suppliers
This list can be extensive. Have learners brainstorm a list within their group.
Compare who has the longest list. This could be a reward challenge if energy is
low. Have sweets or something for the winners
Refer back to any relevant images from web links to emphasise key points from
these topics.
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Slide
9. Review the list of stakeholders in the TM. Learners to indicate the involvement of
each stakeholder and why they or their position within the event needs to be
considered?
Event liaison and management is a critical point. Discuss and give examples of
lines of authority and liaison particularly with events involving many stakeholders.
Ask learners to share any personal experience that is relevant
Purpose is to confirm learners are aware of the many different people involved in an
event and the responsibility they have to each of them. Effective systems and
procedures will support them to do a good job and in some cases protect them
when things go bad.
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Slide
10. Continue to remind learners events are not just about large dinners in hotel banquet
rooms
Ask learners to list 3 different types of event from this list
View the list of people learners might talk to on the next two slides and ask the
learners to list which people from the list they need to talk to under each chosen
event and why? What needs to be talked about with that person regarding the event
in question?
Can they add anyone who is not listed in the TM?
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Slide
11. Refer to notes on previous slide for student learning activity – this slide lists relevant
venue personnel who might be consulted.
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Slide
12. Refer to notes on previous two slides for student learning activity – this slide lists
outside authorities and contractors/suppliers who might be consulted.
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Slide
13. Trainer to use example systems and procedures to lead the discussion in to examples
derived from student workplaces – both current and past.
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Slide
14. As listed in glossary. Have a range of examples to show. Almost all administrative
procedures need to be completed on one of these.
Template
A document with pre listed sections serving as a guide for details to be completed
Proforma
Denoting a standard document or form, especially an invoice sent in advance of or
with goods supplied: a pro forma invoice
1.2(Of a financial statement) showing potential or expected income, costs, assets,
or liabilities, especially in relation to some planned act or situation:
Source - http://www.oxforddictionaries.com/definition/english/pro-
forma?q=proforma&searchDictCode=all
See next slide for examples.
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Slide
15. Discuss each of these as needed referring to TM notes and ensuring learners have
had personal experience with or are familiar with their existence
Have examples available.
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Slide
16. Discuss each of these points in relation to the necessity for following system or
procedures or creating them if they do not or are ineffective
Have samples of documents completed or as templates to show.
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Slide
17. Trainer to present example documents from local venues and lead a discussion on the
systems and procedures operating in student workplaces.
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Slide
18. Working with the notes in the TM, ensure learners are familiar with each of the
bullet points listed.
Activity
Choose three large or major events from your city
In small teams allocate an event to each team. It may be appropriate to have the
event allocated twice for comparison reasons later
Complete an event management plan covering each of the bullet points listed in the
TM
Purpose – work in teams; allocate roles, source information, present to group.
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Slide
19. Working with the notes in the TM, ensure learners are familiar with each of the
bullet points listed.
Activity
Working in the same teams, identify the impact the points listed in the TM may have
on the event learners detailed in the event management plan
Purpose – Considering contingency plans and accountability to stakeholders.
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Slide
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Slide
21. Discuss systems for Mise en place. Ultimately this can mean using a checklist to
ensure nothing is missed
Discuss addressing problems using points in TM. It is essential learners make note
that maintaining a visible presence and being actively engaged in the task will be
key to identifying problems early enough to stop them or at least have a suitable
plan of action
Remind them that as a customer we like to be reassured that the manager or owner
of the company is taking an interest and overseeing activities
Discuss programmed decisions. Who knows about these or has used them? In
what situation? Do you think they are a good idea?
Key point. If you are able to deal with a customer and provide a clear and decisive
course of action based around using a company programmed decision, you are
likely to win the customer over with your professionalism. Be sure you have
practiced what needs to be said so you don’t stumble over the words or the
opposite impression will be given
Share any relevant stories on good and bad managers/owners that relate to this
topic
Have 1-2 scenarios prepared based on the learners area of work to practise a
response. Do this in front of the group or in small teams. Ask the learners to film
each other with their phones to review their actions and speech. (only if they want
to)
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Slide
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Event liaison – brainstorm examples when learners did not know who was in charge
and how the situation could have been avoided. Consider small occasions to large
events with multiple managers and departments
Finalising event - Ensure awareness of the next event to make best use of current
staff on duty for preparation. Checklists are key to ensuring everything is packed
down properly.
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Slide
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Outdoor events
Discuss the points throughout this topic. Gauge learner knowledge and experience
in working at or attending such events. Have learners complete the activity
encouraging questions on any point they are unsure of. This should be a large
activity requiring an in-depth checklist and thorough review of notes. The focus
should be systems and procedures for ensuring smooth running. All managers will
be accountable for success or failure.
Activity
In groups of approx.6 choose a manager for the group
Consider your venue (a 5 star international brand hotel) has a large marquee at a
large food and wine festival. It seats 100 people and has a buffet and bar. You are
also selling a range of house made products, breads, chutneys, spices, cakes and
so on from a retail point adjoining the marquee .Your venue is running a shuttle bus
service to and from the event for house guests
This is a ticketed event to the dining and bar area so access must be controlled
Work from the notes in the TM to determine what infrastructure you will you need to
put in place
Explain how you would monitor the implementation of these items to ensure they
are operationally ready for an event
As a group make a checklist and delegate responsibility and reporting lines.
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Slide
25. Identify if learners have been involved with creating or updating systems and
procedures
Is there a system or procedure that comes to mind that should be revised or should
be implemented within their workplace now? Learners to provide examples
Has any learner had to consider the business plan when considering systems and
procedures?
Brainstorm most common procedures for:
Specific operations conducted within the business
Staff conduct, grooming, dress and appearance
Safety
Security
Client interactions
Environmental control
Staff remuneration/compensation.
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Slide
27. Ask learner to keep TMs closed. Show slide and brainstorm this question?
Follow on with why should inputs be sought. Have discussion
Review TM and discuss key points for last two topics for this criteria
Acquire approval or consensus
Considerations in the process.
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Slide
30. Discuss points raised and question students on their experience in this area in their
current or past workplaces.
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Slide
31. Have a discussion with learners about training. Make relevant notes on whiteboard
or flipchart for the class
What constitutes good or bad training? Training they have been involved in or have
seen that was good or bad. Was the training useful? If they were conducting
training how would they do it? What would they do differently?
Explain learners will be required to create a training plan that incorporates systems
and procedures
Discuss importance of bullet points for each topic.
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32. Identify that OSH has been included here as it is essential that all staff are trained in
the systems and procedures in every workplace everywhere. Often systems and
procedures in this area are not enforced or are ineffective or out dated.
Operational safety of the learner
Equipment safety
Brainstorm training topics relating to systems and procedures that may be
conducted within the learners field of employment that would require safety
consideration
Bed making, using knives, floor cleaning, moving tables and chairs, operating
espresso machine, cooking, using guillotine and so on
Refer to notes in TM to recap.
OSH as a training topic
Safe place versus safe person
Review the notes as needed.
Providing explanations
Review bullet points in TM as these are key points.
Factoring in the environment
Enquire where learners may have conducted training or have been trained
previously. Was it appropriate and suitably equipped? Was it last minute?
Review TM notes.
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33. Trainer, please note this activity can take in excess of 2-4 hours depending on class
numbers. Consider logistics of delivery, planning and presentation
Complete discussion and coverage of each of the remaining topics in performance
criteria 2.2. Inform learners at the end they will need to prepare a small training
session for demonstration and peer review. It will be not more than 15 minutes in
total including discussion, demonstration, training, practice and debrief with trainee.
Purpose - to ensure a standard training system or procedure is documented and
followed within the company for consistency. Note any assessment must be
consistent. Same times, standards, requirements and questions.
Activity
Imagine you are opening a new events venue and you need to train the staff in
systems and procedures
This will be a trial phase pre-opening to identify any gaps or changes that need to
be made
Knowledge, experience and skill level of staff is varied so you need to show
everyone regardless.
Choose a very small task that you can demonstrate to one-two trainees. It could be
anything from taking an event enquiry, interpreting an event order, evacuation
procedure to assembly point, first aid procedure for heart attack or flesh wound,
finalising the account on completion of event (needs to tie in with event
management systems and procedures)
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Have a training plan prepared as you are setting a standard for the supervisors who
will go on to train other staff. It is vital everyone is trained to the same standard and
assessed for competency the same way
Use one of the templates provided in the TM to assist you
Use the notes in the TM to help. The trainer will be available to give direction
A time allowance of approximately 60 minutes should be given to prepare
Presentation of training (suggest filming on phone for review if learner is happy to
do so)
As time will likely be limited, 2-3 demonstrations should take place around the room
at the same time to 1-2 trainees. An observer needs to be allocated to each
demonstration to assess against a matrix provide by unit trainer. A time limit of 15
minutes should be set.
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40. Discuss points as needed referring to notes in TM. Seek learner experience in
adjusting systems and procedures. What was it they had input into?
Complete Work Projects for this Element from Trainee Manual as time allows either
individually or in work groups. If no time then direct learners to complete as
homework.
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45. Trainer advises learners on what assessment is required and how it is to be conducted.
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Recommended training equipment
Banquet Kit
Booking conditions
Conference Kit
Enquiry Form
Emergency procedures
Equipment manuals
Event Brief
Event Contract
Event Order
Feedback forms
Floor Plan
Job descriptions
Locations – including access to different types of banquet room set ups, business centre,
storage areas, restaurants, bars, kitchens, accommodation rooms
Menus – food and beverage including package menus (Including meeting room &
equipment)
Operational checklists
Organisational Chart
Promotional packages
Proposal / quotation
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Recommended training equipment
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Instructions for Trainers for using PowerPoint – Presenter View
Note:
In Presenter View:
You see your notes and have full control of the presentation
Your trainees only see the slide projected on to the screen
More Information
You can obtain more information on how to use PowerPoint from the Microsoft Online
Help Centre, available at:
http://office.microsoft.com/training/training.aspx?AssetID=RC011298761033
Please note that where references have been made to URLs in these training resources
trainers will need to verify that the resource or document referred to is still current on the
internet. Trainers should endeavour, where possible, to source similar alternative
examples of material where it is found that either the website or the document in question
is no longer available online.
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Appendix – ASEAN acronyms
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Appendix – ASEAN acronyms
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