Bookkeeping Communication Skills
Bookkeeping Communication Skills
Sector:
HEALTH, SOCIAL, AND OTHER COMMUNITY
DEVELOPMENT SERVICES SECTOR
1
HOW TO USE THIS COMPETENCY-BASED LEARNING
MATERIAL
Welcome!
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, Task Sheets and Job Sheets. Follow and perform the activities on your own. If
you have you have questions, do not hesitate to ask for assistance from your facilitator.
Remember to:
● Read information sheets and complete the self-checks. Suggested references are
included to supplement the materials provided in this module.
● Perform the Task Sheets and Job Sheets until you are confident that your outputs
conform to the Performance Criteria Checklist that follows the sheets.
● Submit outputs of the Task Sheets to your facilitator for evaluation and recording
in the Accomplishment Chart. Outputs shall serve as your portfolio during the
Institutional Competency Evaluation. 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.
2
LIST OF COMPETENCIES
3
SUMMARY OF LEARNING OUTCOMES
MODULE DESCRIPTOR : This module covers the knowledge, skills and attitudes
required to lead in the dissemination and discussion of ideas, information and issues in
the workplace
4
DETAILS OF LEARNING OUTCOME
CONTENTS:
● Organize information
● Understand and convey intend meaning
● Participate in variety of workplace discussions
● Comply with organization requirements for the use of written & electronic
communication methods
ASSESSMENT CRITERIA:
1. Dealt with a range of communication / information at one time
2. Made constructive contributions in workplace issues
3. Sought workplace issues effectively
4. Responded to workplace issues promptly
5. Presented information clearly and effectively written form
6. Use appropriate sources of information
7. Asked appropriate questions
8. Provided accurate information
CONDITIONS:(Tools, equipment, s/m, references/materials)
The students/trainees must be provided with the following:
● CBLM
● Paper
● Learning Materials
● Pencil
● Eraser
METHODOLOGIES:
● Self-paced/modular
● Demonstration/ Discussion
● Role play
● Brainstorming
ASSESSMENT METHODS:
● Written test
● Direct Observation
● Interview
5
LEARNING EXPERIENCE
LEARNING OUTCOME 1: Communicate Information About Workplace Processes
1. Read Information Sheet No. 1.1-1 on You may clarify with the
Communicating Information about facilitator if you have
Workplace Processes concerns on the lesson.
6
7
INFORMATION SHEET: 1.1-1
COMMUNICATING INFORMATION ABOUT WORKPLACE PROCESSES
LEARNING OBJECTIVE/S:
Communication Skills
The ability to communicate effectively with superiors, colleagues, and staff is essential,
no matter what industry you work in. Workers in the digital age must know how to
effectively convey and receive messages in person as well as via phone, email, and social
media.
These communication skills will help you get hired, land promotions, and be a success
throughout your career.
To have good communication skills, you have to develop the following skills:
a. Listening
Being a good listener is one of the best ways to be a good communicator. No one
likes communicating with someone who cares only about putting in her two
cents and does not take the time to listen to the other person. If you're not a good
listener, it's going to be hard to comprehend what you're being asked to do.
1
Take the time to practice active listening. Active listening involves paying close
attention to what the other person is saying, asking clarifying questions, and
rephrasing what the person says to ensure understanding ("So, what you're
saying is…"). Through active listening, you can better understand what the other
person is trying to say, and can respond appropriately.
b. Nonverbal Communication
Your body language, eye contact, hand gestures, and tone of voice all color the
message you are trying to convey. Eye contact is also important; you want to
look the person in the eye to demonstrate that you are focused on them and the
conversation.
Also, pay attention to other people's nonverbal signals while you are talking.
Often, nonverbal cues convey how a person is really feeling. For example, if the
person is not looking you in the eye, he or she might be uncomfortable or hiding
the truth.
Good verbal communication means saying just enough—don’t talk too much or
too little. Try to convey your message in as few words as possible. Say what you
want clearly and directly, whether you're speaking to someone in person, on the
phone, or via email. If you ramble on, your listener will either tune you out or
will be unsure of exactly what you want.
d. Friendliness
e. Confidence
f. Empathy
2
Using phrases as simple as "I understand where you are coming from"
demonstrate that you have been listening to the other person and respect their
opinions. Active listening can help you tune in to what your conversational
partner is thinking and feeling, which will, in turn, make it easier to display
empathy.
g. Open-mindedness
A good communicator should enter into any conversation with a flexible, open
mind. Be open to listening to and understanding the other person's point of view,
rather than simply getting your message across.
h. Respect
People will be more open to communicating with you if you convey respect for
them and their ideas. Simple actions like using a person's name, making eye
contact, and actively listening when a person speaks will make the person feel
appreciated. On the phone, avoid distractions and stay focused on the
conversation.
i. Feedback
Similarly, you should be able to accept and even encourage feedback from
others. Listen to the feedback you are given, ask clarifying questions if you are
unsure of the issue, and make efforts to implement the feedback.
You should also think about the person with whom you wish to speak, if they are
a very busy person (such as your boss, perhaps), you might want to convey your
message through email. People will appreciate your thoughtful means of
communication and will be more likely to respond positively to you.
3
Methods of Communication
1. Verbal Communication
Verbal communication involves the usage of words while the delivery of the
intended message is being made. It can be one-on-one, over the phone or in
group settings, etc. it is a methods of effective communication that is personal
and has to be used more than only phone calls and emails whenever possible.
The medium of the message in case of verbal communication is oral. Simple
speaking is verbal communication.
2. Written Communication
3. Nonverbal Communication
4
4. Visual Communication
Visual communication takes place through the help of visual aids like color,
illustration, graphic design, drawing, typography, signs and other electronic
resources.
Communication Tools
A wide variety of communication tools are used for external and internal
communication. These tools include:
a. Mail
Even with all the modern methods of communication, regular postal mail is still a
powerful tool for a business. It adds a personal touch, and is often used for
delivering secure documents and contracts and for delivering purchased items to
customers.
b. Email
Although you may already have a personal email that you use, having a business
email will be helpful in communicating with customers, vendors, and internal
teammates. Checking email on a daily basis is essential.
c. Telephones
While not all mobile phones are smartphones capable of receiving videos and
pictures, nearly all mobile phones can receive SMS (short message service)
messages. These are texts of less than 160 characters that consist only of letters,
5
numbers, and symbols. SMS messaging, and texting in general, is a powerful way
to communicate. SMS messaging and texting provide one-to-one communication.
Questioning Techniques
Questioning skills help you gather more quality information, help you learn a lot by
questioning, helps others learn, helps build better relationships and helps to manage
problems and people effectively
There are many types of questions that can be used for questioning techniques. A few
basic ones that are important are listed below:
● Open Questions
Open questions ask for elaborate/explanatory answers and they begin with
what, why, how, describe, explain, where, which, when etc. It can be questions
asking someone to explain what happened at a situation or place, asking why it
happened, asking for details of an incident, history of some happenings,
6
explanation about their circumstances, explanation of needs, thoughts about
something, ideas and feedback. Open questions help with a two way
conversation and builds up an interest in the conversation. Some examples are:
● Closed Questions
Closed questions have very short answers like “yes” or “no” or answers with a
word or two. They are usually asked to test if someone has understood certain
policies, procedures, rules, regulations, explanations, discussions, lectures etc.
Closed questions are also asked for agreements or disagreements, asking for
how they feel, to be specific, for affirmation, etc. It is best not to ask closed
questions when a conversation is going on smoothly as it can bring an end to the
conversation and you might get into the risk of losing required information.
Some of the words used in closed questions are, are, do, did, could, should etc.
Some examples of closed questions are:
● Funnel Questions
Just imagine the shape of a funnel while using these types of questions. A funnel
has a wide mouth and gradually narrows at the bottom. Similarly, you start with
a lot of general questions on a situation or incident and then narrow it down to
one point to arrive at a conclusion. This type of questioning technique is used by
investigators, researchers and detectives. In cases where investigations are
involved, these types of questions can be used to gather information and then to
narrow down to arrive at a decision. You can use a lot of closed questions at the
start and then widen on to asking open questions thereby making the people feel
comfortable answering your questions. An example can be:
7
o Do you know the name of the person whom you spoke to?
o What sort of behavior did they exhibit?
o What was your call about?
o What questions did you ask?
o What was the response?
o Did they mention anything specific?
o Did they have a specific accent?
o How will you describe their approach?
Probing questions are used to gather more details and information. These are
asked to clarify doubts or misunderstandings. These questions will help you pull
out information from people who are hiding information or avoiding from telling
you something. Some examples are:
Leading questions are used to lead the person whom you are talking to. This
leads the speaker to give you answers, while they know that you are giving them
a choice. One has to be careful not to be manipulative while using leading
questions. Some examples are:
o Well, I think this product looks more suitable for your needs, what do you
think?
o What would you prefer, A or B, as they both have similar features?
● Rhetorical Questions
Rhetorical questions are asked to keep people and audience engaged. It also
helps people think, be creative and come up with ideas. Some examples are:
8
o Don’t you like the way this package is set up?
● Clarifying Questions
Clarifying questions are used to verify information. Once the discussion or talk is
over, you finalize things to confirm if that was what was discussed.
o Just to confirm, you have taken land line unlimited broadband and
television package. Is that correct?
o Am I right in confirming that the delivery will be in 3 days’ time?
o Am I right in believing that you all understand that tomorrow is the last
day for submitting your paperwork?
References: https://www.thebalancecareers.com/communication-skills-list-
2063737 https://www.educba.com/different-methods-of-
communication/ https://www.scu.edu/mobi/business-courses/starting-
a-business/
9
10
PERFORMANCE CRITERIA CHECKLIST 1.1-1
UTILIZING QUESTIONING TECHNIQUES FOR EFFECTIVE WORKPLACE
COMMUNICATION
CRITER YE NO
IA S
Instructor’s Signature :
Student’s Signature :
Date of Performance :
11
DETAILS OF LEARNING OUTCOME
CONTENTS:
● Method/Techniques of Discussion
● How to lead Discussion
● How to Solicit Response
ASSESSMENT CRITERIA:
1. Response to workplace issues are sought
2. Response to workplace issues are provided when sought
3. Constructive contributions are made to workplace discussion on such issues as
production, quality and safety
4. Goals and aims of actions under taken in the workplace are communicated
12
LEARNING EXPERIENCE
LEARNING OUTCOME 2: Lead Workplace Discussion
1. Read Information Sheet 1.2-1 on Leading You may clarify with the
Workplace Discussions facilitator if you have concerns
on the lesson
3. Perform the Task Sheet No. 1.2-1 on Leading Evaluate your performance
Workplace Discussion using Performance Criteria
Check List No. 1.2-1
13
INFORMATION SHEET 1.2-1
LEADING WORKPLACE DISCUSSIONS
LEARNING OBJECTIVES:
After reading this information sheet, you should be able to:
✔ List the methods/techniques of discussion
✔ Solicit response during discussions
✔ Lead group discussion
Group Discussion
14
Purpose of Group Discussions
Methods/Techniques of Discussion
There are some definite Dos and Don’ts in group discussion techniques
Dos
16
● Stick to the discussion topic. Do not speak irrelevant things.
● Remember that the discussion is notion argument. Be polite even if you disagree.
Don’ts
Facilitating a meaningful team discussion is not something that comes easily for
everybody, especially when the topics may be controversial or sensitive. The following
are some strategies that may be helpful to engage team members in productive
conversations while managing negative or problematic responses.
17
How to Solicit Response
● Reflect on your purpose.The most important step is to make sure that your
potential feedback is coming from the right place.
● Focus on the behavior, not the person. After entering the conversation with
the best intentions, a next guideline is to separate behavior or actions from the
person you’re speaking to.Focusing the criticism on just the situation you want
to address—on what someone does or says, rather than the individual
themselves
—separates the problematic situation from the person’s identity, allowing them
to focus on what you’re saying without feeling personally confronted.
● Lead with questions. Starting off your feedback with a few questions can help
the other person feel like an equal part in the conversation as you discuss the
challenge together.
References: https://www.managementstudyhq.com/characteristics-and-purpose-
of- group-discussion.html
https://www.managementstudyhq.com/group-discussion-techniques.html
https://www.workplacestrategiesformentalhealth.com/free-training-and-
tools/facilitating-team-discussions
18
19
20
TASK SHEET 1.2-
1
Title: Leading Workplace Discussion
Performance Objective: You are required to organize and lead a group discussion
with 5 participants to discuss certain issue.
Supplies / Materials:
● Paper
● Pencil
Equipment:
Step / Procedure:
1. Create a group of 5 participants.
2. Think of a topic for discussion and inform your members about it.
3. Organize and lead a group discussion on the topic you have chosen.
4. Have one of your member record the minutes of discussion
5. Submit the minutes to the facilitator
Assessment Method:
● Observation
● Portfolio Analysis
21
PREPARATION PERFORMANCE CRITERIA
OF ACCOUNTING ENTRIES CHECKLIST 1.2-1
LEADING WORKPLACE DISCUSSIONS
CRITER YE NO
IA S
Have the members been informed of the topic prior to the group discussion?
Instructor’s Signature :
Student’s Signature :
Date of Performance :
22
DETAILS OF LEARNING OUTCOME
23
LEARNING EXPERIENCE
1. Read Information Sheet 1.3-1 on Identifying You may clarify with the
and Communicating Issues Arising in the facilitator if you have
Workplace concerns on the lesson
24
INFORMATION SHEET 1.3-1
IDENTIFYING AND COMMUNICATING ISSUES ARISING IN THE WORKPLACE
LEARNING OBJECTIVES:
People spend nearly one third of their adult lives at work, and workplace issues are a
common source of stress for many. It is impossible to have a workplace where
everyone's roles, expectations, and personalities work perfectly together, without
conflict. As such, certain workplace issues may cause negative psychological symptoms.
Research shows perceived stress in the workplace, for example, is associated with a
higher prevalence of mental health issues such as depression and anxiety. Workers may
find discussing their workplace stress or challenges with a trained mental health
professional is helpful to them both professionally and personally.
25
Common workplace issues that employees face include:
● Interpersonal conflict
● Communication problems
● Gossip
● Bullying
● Harassment
● Discrimination
● Low motivation and job satisfaction
● Performance issues
● Poor job fit
Effective problem solving does take some time and attention more of the latter than the
former. But less time and attention than is required by a problem not well solved. What
it really takes is a willingness to slow down. A problem is like a curve in the road. Take it
right and you'll find yourself in good shape for the straightaway that follows. Take it too
fast and you may not be in as good shape.
Work problems can cause a lot of stress in your life, and are important to resolve since
so much of your time is spent in the workplace. Some of the most common work
problems are issues with your job itself--too much work, for example, or feeling ill-
equipped to perform the tasks---and managing day-to-day stress at work. Other
common problems deal with getting along with coworkers and communication issues.
Remember that in all cases, it is helpful to be clear and professional with your
coworkers. Whether you are discussing a poor performance review with your
supervisor or an etiquette issue with your coworker, directly stating the problem in a
friendly, professional manner is a great start toward solving it.
26
The following are some helpful tips on how you can easily relate problems and issues
among coworkers:
1. Be polite and direct. Don’t beat around the bush when you have a problem with
your coworker. It is usually easier to address the problem as s
● Be informal about it the first time you address the person. You could say,
“Hey, Jack, I’ve been noticing that you’ve been returning the truck almost on
empty lately. Could you remember to bring it back with a full tank next time?”
● If the behavior continues after you have informally addressed your concern,
you may need to ask your supervisor to intervene. Follow your company’s
rules on handling employee conflict resolution.
2. Use “I” language. It is important to listen to your coworkers needs respectfully
and to try to see their point of view. It is also important to express yourself in a
respectful manner. When discussing issues with a coworker, make sure you
don’t make them feel defensive when you speak to them. You can do this by
using “I” statements. The other person hears your reactions to the situation, not
your accusations.
● Instead of saying, “We are always waiting on you to get your portion of the
work done,” you could use “I” language and say, “When the work isn’t in on
time, I get really stressed out. I end up needing to work later to get caught up.
So it’s really helpful to me if everyone can get the project back on the agreed-
upon day.”
● You could say, “While I appreciate feedback, your comment on my work the
other day felt very personal and upset me.”
27
● Cultural differences. The norms of social interaction vary greatly in different
cultures, as do the way in which emotions are expressed.
References:
https://www.goodtherapy.org/learn-about-therapy/issues/workpl
ace- issues
https://www.mediate.com/articles/thicks.cfm
https://www.wikihow.com/Deal-with-Problems-at-
Work#qa_headline
28
29
30
31
PERFORMANCE CRITERIA CHECKLIST 1.3-1
CRITER YE NO
IA S
Instructor’s Signature :
Student’s Signature :
Date of Performance :
32