FORM 1.

1 SELF-ASSESSMENT CHECK

INSTRUCTIONS: This Self-Check Instrument will give the trainer necessary

data or information which is essential in planning training
sessions. Please check the appropriate box of your answer to
the questions below.
CORE COMPETENCIES
CAN I…? YES NO
EVENT PLANNING SERVICES
1. Plan and develop event proposal or bid.
1.1 Interpret event brief
1.1.1 Interpret briefly and accurately the contents of the
event and assess the company’s capacity to meet x
stated requirements.
1.1.2 Identify and plan action required for the
x
development of the proposal or bid.
1.1.3 Clarify requirements when appropriate for the
x
liaison with customer.
1.2 Develop proposal and bid details
1.2.1 Develop details for inclusion in the
proposal/bid after consultation with suppliers x
and other relevant agencies.
1.2.2 Develop options to meet and expectations of
the customers, including the integration of x
current and emerging technology.
1.2.3 Evaluate possible competitors and develop
x
strategies to address competitive issues.
1.3 Develop bid materials
1.3.1 Prepare bid materials within designated time
lines in accordance with the requirements of x
the brief.
1.3.2 Present materials in a format that maximizes x

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 1 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
the use of presentation promotional
techniques.
1.4 Submit or present the bid or proposal on time
1.4.1 Deliver the proposal/bid within the prescribed
x
time line.
1.4.2 Conduct proposal/bid presentation with
x
maximum visual/retention impact.
2. Develop an Event Concept
2.1 Identify overall event objectives and scope
2.1.1 Identify and clarify key objectives and
components of the event and agree in x
consultation with the stakeholder.
2.1.2 Analyze key information and consult
stakeholders to determine the scope of the x
event.
2.1.3 Analyze internal and external factors which
x
may impact on the event.
2.2 Establish event concept theme and format
2.2.1 Develop overall event concept, theme and
format which reflect key objectives and meet x
the needs of the potential audience.
2.2.2 Incorporate creative elements into the event
x
concept and theme.
2.2.3 Verify operational practicality and
cohesiveness of the concept, theme and x
format through consultation and analysis.
2.2.4 Develop summary of key logistical
requirements based on the overall concept, x
theme, and format.
2.2.5 Provide accurate and complete information on x
the concept, theme, and format to all relevant
EVENTS Date Develop: Documentation No.
SNCAT –
MANAGEMENT August 2019 Issued by: Page 2 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
stakeholders to facilitate timely and effective
planning and implementation.
2.2.6 Obtain approval from relevant stakeholders
x
prior to implementation.
3. Develop an Event Program
3.1 Identify conference objectives
3.1.1 Identify overall context and scope of the x
conference.
3.1.2 Develop specific objectives and should be x
agreed on in consultation with relevant
colleagues and/ customers.
3.2 Design an event program
3.2.1 Set dates and times to meet agreed objectives. x
3.2.2 Develop theme to complement event objectives. x
3.2.3 Develop overall event format within known x
budget, venue and staging constraints.
3.2.4 Identify, design and integrate relevant x
components for the program.
3.2.5 Identify and integrate the use of appropriate x
technological options in program
development.
3.2.6 Develop business program based on principles x
of adult learning to incorporate an
appropriate range of activities.
3.3 Finalize program details
3.3.1 Present proposed event program to the
x
appropriate people within required timeframe.
3.3.2 Obtain approval of program in accordance with
x
agreed procedures.

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 3 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
3.3.3 Initiate appropriate actions in relation to the
dissemination and publication of event x
program.
4. Select event venue and site
4.1 Analyze venue or site requirements
4.1.1 Analyze Event-specific venue or site
requirements based on detailed review
x
of all aspects of the proposed event,
including multiple components.
4.1.2 Develop accurate and complete venue or
site specifications to facilitate the x
research process.
4.1.3 Integrate needs of all stakeholders,
including those with disabilities into x
venue or site specifications.
4.2 Source event venues or sites
4.2.1 Research potential venues or sites using
appropriate information sources and x
research methods.
4.2.2 Assess Suitability of venues or sites
based on comparison of services offered x
with specifications.
4.2.3 Assess need for and the nature of
contingency planning required by x
specific venues or sites.
4.2.4 Assess venue or site capacity to deliver
quality outcomes in relation to
x
customer service, cooperative
management, and past experience.
4.2.5 Undertake negotiation and liaising with
personnel from potential venues or x
sites to ensure all event requirements
EVENTS Date Develop: Documentation No.
SNCAT –
MANAGEMENT August 2019 Issued by: Page 4 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
can be met and to address potential
problem areas.
4.2.6 Assess and take prompt action needed
x
for tentative bookings.
4.2.7 Coordinate multiple site and venue
selection in a logical manner when x
required.
4.2.8 Provide clear and accurate briefings on
venue or site options to colleagues and
x
key stakeholders to include
recommendations and rationale.
4.3 Confirm venue or site arrangements
4.3.1 Confirm accurately in writing the venue
and site arrangements when the x
selection processed is finalized.
4.3.2 Review venue and sign contracts within
appropriate timeframes and within the x
scope of individual responsibility.
4.3.3 Integrate specific venue and site
planning issues into overall event x
management systems promptly.
5. Develop and update event industry knowledge
5.1 Source and apply information on the structure
and operation of the event industry
5.1.1 Identify sources of information on the
x
event industry.
5.1.2 Use knowledge of the event industry to
the correct context to enhance the x
quality of work performance.
5.2 Source and apply information on ethical and
legal issues for the event industry

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 5 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
5.2.1 Obtain information on legal and ethical
issues to assist effective work x
performance.
5.2.2 Conduct day-to—day event organization
activities in accordance with legal
x
obligations and ethical industry
practices.
5.3 Source and apply information on event industry
technology
5.3.1 Obtain information on current and
emerging technologies that impact on x
the event organization process.
5.3.2 Assess the potential effects of different
technologies on the event organization x
process.
5.3.3 Apply day-to-day work activities on
knowledge of current and emerging x
technology.
5.4 Update event industry knowledge
5.4.1 Identify and use a range of
opportunities to update knowledge of x
the events industry.
5.4.2 Monitor current issues of concern to the
x
industry.
5.4.3 Share updated knowledge with
customers and colleagues as
x
appropriate and incorporates into day-
to-day work activities.
ON-SITE EVENT MANAGEMENT SERVICES
6. On-site Event Management Services
6.1 Prepare for on-site management

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 6 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
6.1.1 Develop plans for on-site management
in accordance with agreed procedures x
for the meeting or event.
6.1.2 Check final arrangements for all
aspects of the meeting or event and x
attend to any discrepancies.
6.1.3 Create materials and collate to facilitate
x
effective on-site management.
6.1.4 Provide accurate briefing to operational
staff and contractors prior to the
meeting or event in an appropriate x
format including clarification of roles
and responsibilities.
6.2 Oversee meeting/event set-up
6.2.1 Establish contact with the nominated
contractor personnel at the appropriate
x
time and all requirements are
reconfirmed and agreed to.
6.2.2 Make necessary adjustments and agree
x
to the contractors.
6.2.3 Check all aspects of the event or
meeting set-up against the pre- x
arranged agreements.
6.2.4 Check venue space and set up
equipment to allow for easy access,
especially for those with disabilities, x
and to avoid risk of injury to guests,
delegates and colleagues.
6.2.5 Identify any deficiencies and
discrepancies and take prompt action x
to rectify the situation.
6.2.6 Brief additional on-site staff on the full x
details of the meeting or event
EVENTS Date Develop: Documentation No.
SNCAT –
MANAGEMENT August 2019 Issued by: Page 7 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
operation including communication
and mechanisms
6.3 Monitor meeting/event operation
6.3.1 Monitor sessions and activities
throughout the meeting or event
x
through observation and appropriate
reporting processes.
6.3.2 Identify problems as they arise and take
x
prompt action to resolve the situation.
6.3.3 Identify additional requirements and
x
organize promptly.
6.3.4 Liaise with customer throughout the
meeting or event to ensure it is x
progressing to his/her satisfaction.
6.3.5 Liaise all contractors with an ongoing
basis to ensure effective delivery of x
services.
6.4 Oversee meeting/event breakdown
6.4.1 Check breakdown of the meeting or
event to ensure it is completed in x
accordance with agreements.
6.4.2 Coordinate the packing and removal of
all materials and equipment in x
accordance with pre-arranged details.
6.4.3 Check the venue to ensure items and
x
belongings are not left behind.
6.4.4 Conduct debriefing with contractors
and staff, if necessary, to discuss any
x
difficulties or suggestions for future
improvements.
6.4.5 Check and sign accounts in accordance x

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 8 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
with contractor agreements.
6.4.6 Note outstanding items requiring post-
x
event action.

7. Manage Contractors for Indoor Events

7.1 Identify event operational requirements.
7.1.1 Analyze event staging
requirements based on detailed
x
review of all aspects of the proposed
event with multiple components.
7.1.2 Develop an accurate summary of
staging requirements for each event
x
component in consultation with key
stakeholders.
7.1.3 Incorporate safety and risk
management issues into all planning x
documentation and processes.
7.2 Source contractors
7.2.1 Identify and source appropriate
contractors to provide services for the x
event.
7.2.2 Provide accurate briefings or
specifications on precise staging x
requirements to contractors.
7.2.3 Obtain complete and timely quotations
x
for the provision of services.
7.2.4 Analyze quotations and select
contractors in consultation with key x
stakeholders.
7.2.5 Confirm agreements with contractors in x
writing to conclude details and costs of
EVENTS Date Develop: Documentation No.
SNCAT –
MANAGEMENT August 2019 Issued by: Page 9 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
all services.
7.3 Monitor contractors
7.3.1 Monitor progress, including safety
issues at regular intervals through
x
ongoing liaison with contractors and
other stakeholders.
7.3.2 Identify need for adjustments and
organize appropriate changes with x
confirmation in writing.
7.3.3 Negotiate adjustments to maintain the
x
integrity and quality of the event.
7.3.4 Evaluate work completed against event
requirements and time schedules and
x
take appropriate action to address
delays.
8. Develop and Update Knowledge on Protocol
8.1 Seek Information on Appropriate Protocol
8.1.1 Identify sources of accurate information
x
on protocol.
8.1.2 Access relevant protocol information in
x
response to workplace needs.
8.2 Integrate appropriate protocol procedures into
work activities.
8.2.1 Identify areas of work activity and/or
functions that require appropriate use x
of protocol in a timely manner.
8.2.2 Integrate correct use of protocol into
x
work activities.
8.2.3 Determine appropriate protocol
requirements by liaising with x
colleagues and other stakeholders.
EVENTS Date Develop: Documentation No.
SNCAT –
MANAGEMENT August 2019 Issued by: Page 10 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.
CORE COMPETENCIES
CAN I…? YES NO
8.2.4 Provide appropriate information on
protocol to relevant colleagues and x
stakeholders.
8.3 Update knowledge on protocol
8.3.1 Identify and use opportunities to
x
update protocol knowledge.
8.3.2 Share updated knowledge with
customers and colleagues as
x
appropriate and incorporate into day-
to-day working activities.

EVENTS Date Develop: Documentation No.

SNCAT –
MANAGEMENT August 2019 Issued by: Page 11 of 11
TESDA
SERVICES NC III
QA
Plan and Develop Develop by: Revision #:
SYSTEM
Event Proposal Riche Lou D. Cassion
and Bid.