Consignment Booking ASSISATANT
Consignment Booking ASSISATANT
Consignment Booking ASSISATANT
Facilitator Guide
Sector
Logistics
Sub-Sector
Consignment
LandTransportation Booking
Occupation Assistant 100
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Publishedby
ConfederationofIndianIndustry-InstituteofLogistics
UnitE,10thFloor
IITMadras ResearchPark
KanagamRoad Taramani,
Chennai600113. Email:
[email protected] Website:
www.ciilogistics.com
All RightsReserved,
FirstEdition,April2016
Disclaimer
TheinformationcontainedhereinhasbeenobtainedfromsourcesreliabletoLogisticsSectorSkillCouncil.
Logistics Sector Skill Council disclaims all warranties to the accuracy, completeness or adequacyof such
information.LogisticsSectorSkillCouncilshallhavenoliabilityforerrors,omissions,orinadequacies,inthe
information contained herein, or for interpretations thereof. Every effort has been made to trace the
ownersof thecopyrightmaterialincludedinthebook.Thepublisherswouldbegratefulfor anyomissions
broughttotheir noticefor acknowledgementsin futureeditionsof thebook. Noentity in LogisticsSector
Skill Council shall be responsible for any loss whatsoever, sustained by any person who relies on this
material.Thematerialinthispublication
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Acknowledgements
We thank the following organizations for endorsing the contents of this Facilitation Guide, thus
contributing towards skilling based on the Qualification Pack (QP) and National Occupational
Standards(NOSs).
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About thisGuide
ThisFacilitatorGuideisdesignedto enabletraining for the ConsignorBookingAssistantQualification
Pack (QP). It provides facilitators with the necessary knowledge relating to major topics in Land
Transportation.
Thebook elaborates howfacilitators interact with the participants and train them by understanding
theirneedsandexplainingallthekeyconceptspertainingtothejobroles.Alsoithelpsthefacilitatorto
completeallthetopicstotheparticipantsintimelyfashion.
This handbook also provides the latest information on current advancements in technology and its
impactontheindustry.Manymoduleshavebeenrevisedtocapturethediversity,variedperspectives,
andcurrentspiritofLandTransportation.
KeyLearningObjectivesforthespecificNOSmarkthebeginningoftheUnit/sforthatNOS.Thesymbols
usedinthisbookaredescribedbelow.
SymbolsUsed
!
Steps Time Tips Notes Objectives Do
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TableofContents
S.No Modules andUnits PageNo
1. Introduction 1
Unit 1.1 – IcebreakerandIntroduction to SupplyChainManagement 3
Unit 1.2 - Aboutthe Course 5
Unit 1.3 - Importanceof Warehousein Supply Chain 6
Unit 1.4 - RolesandResponsibilities of aConsignmentBookingExecutive 8
2. Documents andits Requirements (LSC/N1117) 11
Unit 2.1 - Different typesof Documents Required During Transportation 13
3. Preparefor Booking (LSC/N1117) 23
Unit 3.1 - Activities involvedin ConsignmentBooking Unit 25
3.2 - Exposure to RelatedDocuments andInformation Unit 27
3.3 - Inspecting the StatusandPrioritization of Work Unit 29
3.4 - PrepareComputerandBookingSystem 30
Unit 3.5 - KnowledgeandUnderstandingof Company'sSafetyPolicies andProcedures 34
Unit 3.6 - EscalationMatrix forReporting 36
4. Perform ConsignmentBooking(LSC/N1118) 45
Unit 4.1 - ReceiveCustomerOrders andArrangeTransportation 47
5. Safety,Security,Health andother Soft Skills (LSC/N1128)
57
Unit 5.1 - Update SystemInformation
59
Unit 5.2 - Reporting
62
6. Safety,Security,Health andother Soft Skills 67
Unit 6.1 - SafetyInstructions to befollowed in Workplace
69
Unit 6.2 - VehicleSafetyProcedures
73
Unit 6.3 - Skillsto Develop
78
7. Employability&EntrepreneurshipSkills
87
Unit 7.1 – Personal Strengths &ValueSystems
90
Unit 7.2 – Digital Literacy:ARecap
121
Unit 7.3 – MoneyMatters
131
Unit 7.4 – Preparing for Employment &Self Employment
149
Unit 7.5 – UnderstandingEntrepreneurship
165
Unit 7.6 – Preparing to beanEntrepreneur
189
8. Annexures
209
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1.Introduction
Unit 1.1 – IcebreakerandIntroduction to SupplyChain
Management
Unit 1.2 - Aboutthe Course
Unit 1.3 - Importanceof Warehousein Supply Chain
Unit 1.4 - RolesandResponsibilitiesof aConsignmentBooking
Executive
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KeyLearningOutcomes
Attheendofthismodule,youwillbeableto:
1. DiscussSupplyChainandLogisticManagement
2. ExplainthedifferenttypesofInventoryanditsimportance
3. DiscussWarehousingindustryandjobopportunitiesinit
4. DefineyourjobrolesandresponsibilitiesasaConsignmentbookingAssistant
5. Explainthevariousoperationsinwarehouseandtheirimportanceintheeffectivelogistics
6. IdentifytheExpectationsfromaConsignmentbookingExecutiveinhis/herjobrole
7. Describethevariousfunctions/ operationsofthewarehouse
8. Definetheinboundandoutboundactivities
9. Explainthemajoractivitiesthatareperformedinsideawarehouse
10. GetaclarityonthemainrolesofConsignmentbookingAssistant.
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UNIT1.1:Icebreaker
UnitObjectives
Atthe endof thisunit, youwill beableto:
1. Introduce eachother
2. Buildrapport withfellowstudentsand thetrainer
3. Createlearningenvironmentbetter
4· Relaxandinteractwithfellowstudentsmorequickly
Resourcesto beUsed
• Availableobjectssuchasaduster,pen, notebook etc.
• Teachingboard
• Ballor anyweightlessobject topass
Do
• Makethe studentsstandin acircle,closeenough to the personeachside of themthat they canpass
the parcelquickly.
• Say'Stop' whenthe whenstudentsleastexpectit. Theperson whohasthe parcel atthat timeshould
getout.
• Thosewhogetout should introduce themselvesby providing their namesandalittle additional
information suchasfavorite hobbies,likes,dislikesetc.
• Thewinner of the gameshould standandintroduce himself/herself atthe endof thegame.
• Continuewithrestof the participants till becomelastone
• Finishthe taskby clapping andaskthem to sitnextto onewhomthey do not knowbefore
Say
• Thankthe studentsfor theirparticipation.
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Notesfor Facilitation
• Youcould askthe studentswhogetout during the gameto bethe musickeepers.Theycanstart and
stopthemusicasthegameprogresses.
• Encourageshystudentstoprovideinformationaboutthemselvesbypromptingthemwithquestions
suchas'whatdoyouenjoydoingthemost','whatisyourfavoritemovieorbook'etc.
• Motivatestudentsbystatingthattheyaregoingtoachievesomethingbigintheirlife
• Promote all the studentsin amuchpositivenote anddo not allowanybody to shareanynegative
stories.
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UnitObjectives
Attheendofthisunit,studentswillbeableto:
1. Provideabasicideaofwhattheyaregoingtolearnduringthetrainingperiod.
2. Talkabouttheirexpectationsandtakeawayafterthecoursecompletion
3. Thinkabouttheircareerprogression
4. Evaluatetheircalendarandlearningplan
Notesfor Facilitation
• Youcouldaskthestudentsabouttheexpectationsfromthecourse.
• Invitestudentstoparticipate.Listtheexpectationsonthewhiteboard.
• Givethestudentsabriefoverviewofwhatallwillbecoveredintheprogram.
• Provideinformationonwhataretheygoingtolearnduringthetrainingperiod.
• Supplythetimescheduleaboutthelearningtheyaregoingtocaterperiodically
• Informaboutthedisciplinetobefollowedintheclass,timingstheyhavetomaintain
• Shareimportantdates,planofvisits,assessments,labs,practicalclassesandexplainthecalendarin
detailaswhenandwhatisplanned.
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UnitObjectives
Attheendofthisunit,studentswillbeableto:
1. DiscussaboutvariousInventorytypesanditsimportance
2. ExplaintheimportanceofaWarehouseinmanagingSupplyChain
3. Describethevariousactivitiescarriedinsideawarehouse
4. Explainthesignificanceofpoliciesandprocedures
Say
• ThedefinitionofSupplyChainandLogisticsManagement
• Thedefinitionof SupplyChainandLogisticsManagementThemovementof goodsfromsupplierto
themanufacturertothecustomeriscalledasthesupplychainflow(usethediagramforreference
Fig1.1)
• 3 basic flows of Supply Chain management- Product flow / Service Flow, Information Flow,
Finance/MoneyFlow
• Anexampleof averysimplesupplychainforasingleproduct,whererawmaterialisprocuredfrom
suppliers, transformed into finished goods in a single step, and then transported to distribution
centers, and ultimately, customers. Example –Pen, where suppliers are plastic molding supplier
(shell,cap,topandbottomlid), inksupplier,steelsupplier(nib andball). Manufacturerassembles
thepeninrightconditionandquality.Customerisyouandme.
Explain
• What isInventory?
• DifferenttypesofInventory
• Howafinaltwowheelerisassembledwithvariousinventorytypes
• Theactivitiescarriedinsideawarehouse
Ask
• AskthestudentswhybookingaConsignmentisimportant 100
• AskthestudentswhattheyunderstandfromConsignmentbooking 95
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Notesfor Facilitation
• YoucouldaskthestudentswhattheyknowabouttheWarehouseindustryinIndia.
• Askstudentsabout,whatistheirideaaboutWarehouseactivities
• Givestudentssometimeto thinkabout howthe Warehouse industry haschangedin the lastten
years.
• SetthecontextandaskthemtodescribetheindustrytrendsinWarehouseindustry.
• IdentifytheknowledgeofstudentsonthevarioustypesofWarehouseoperations.
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UnitObjectives
Attheendofthisunit,studentswillbeableto:
1. DescribetherolesandresponsibilityofaConsignmentbookingAssistant
2. ExplainvariousworkaConsignmentBookingAssistantwillcarryinsideawarehouse/industry
Ask
• AskthestudentswhybookingaConsignmentisimportant
• AskthestudentswhattheyunderstandfromConsignmentbooking
Say
• AConsignmentisanarrangementinwhichgoodsareleftinthepossessionofanotherpartytosell.It
may be of any product such as cloths, accessories, books, automotive products, e-commerce
products,perishablegoodsetc.
• A Consignor or Carrier is a person or company that sells or transports goods for any person or
companyandthatisresponsibleforanypossiblelossofthegoodsduringtransport.
• AConsigneeisapersonbuysgoodsfromapersonoracompany
• ItdoesnotmeanthataConsignorsentashipmentwillalwaysdelivertotheconsigneeontime,infull
quantityasshippedandaguaranteeddelivery.
• Thismeansthatifashipmentgoesmissinginatransityouhavenoideaastowhereitisandproofof
postingmeansjustthatitdoesnotmeanguaranteeddelivery.
• Manypeopledonotrealizethisandthinkthatthereparcelorashipmentwillgettoitsdestination
safelyandindeedthemajorityofthetimeitdoes,howeverifyourparcelislatearrivingataclient,it
canthenbecriticaltoyourbusinesstofindoutwheretheparcelactuallyis.
• Failingtobeabletodothiscouldloseyouaclientveryeasily,particularlyifitneverturnsup– being
abletoclaimthecostofyourparcelbackcouldbeinconsequential.
• Thisiswhereaconsignmentbookingexecutive'sroleplaysacrucialpart.
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Explain
ThemainrolesofaConsignmentbookingexecutiveare
• Consolidationofeachconsignmentfromdifferentcustomersandplanthetruckplan
• Routeplanonitsorigintoitsdestination
• Co-ordinatewithShipperCompanyengagedinpackingandshippingmerchandise
• Determinethetransittimeandplanaccordingly
• Enterdataintodatabase
• Keeprecordsofallgoodsshipped,received,andstored
• Ensuretimelyclosureofallorders
• Obtain/ generateshipmentnumberandrecorddata
• Notifyconsignees/ consumerofthearrivalofthepackageandarrangefordelivery
Notesfor Facilitation
• YoucouldaskthestudentswhattheyknowabouttheConsignmentbookingandhowitisdone
• Asksomestudentstosharetheirexperienceonbookingashipmentintheirpersonallife
• Askthemsharethedetailsthattheywillgetduringbookingaconsignment
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2. Documentsandits
Requirements
Unit 2.1 - Different typesof DocumentsRequiredDuring Transportation
Unit 2.2 - Typesof DocumentsUsedDuringExports
Unit 2.3 - DocumentsRequiredDuring Interstate TransferandGeneral
ParametersonTax
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KeyLearningOutcomes
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UnitObjectives
Attheendofthisunit,studentswillbeableto:
1. Learnaboutthevariousdocuments
2. Understandasatwhatcircumstanceswhichdocumentstobeused
3. Identifywhichdocumenttobeproducedduringeachstages
Say
1. What isaDocument?
• Adocument isawritten, printed, recordedor electronicmeansof information that actsasan
evidencetoserveasanofficialrecord.
2. Whyisadocumentrequired?
• Documentsarefoolproof evidence,whichactsasasourceof information in order tojustify any
statement.Inlegalcasesorduringdisputes,documentsactasaproofofvalidation.
3. Whoinspectsthe document?
• RTOCheckpost:Documentsrelatedtothetruck,Permits,Roadtax,Loadrequirements.
• PoliceCheckpost:Drivingoffenses,Maintainingtrafficsafety,Law,andorder.
4. Othersthosewhoareofficiallyendorsedtocheckfordocumentsofanytruckwithgoodsare
• CheckingbyFlyingSquadsofanyagency
• Movementofessentialcommodities
• Miscellaneous checksby respectiveauthorities
Ask
• Whatarethetypesofdocumentsthat,theparticipantshavehandled
• Askthemthevarioustypesofdocumentstheyhavehandledortheyhavecomeacross.
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Elaborate
• CommercialInvoice
• PerformaInvoice
• LST/ CSTForms
• TINSeries
• Permit/Waybill
• Entry taxforms
• OctroiForms
• TransitPass
• PackingList
• FitnessCertificate
• Insurance
Explain
• Thetypeofdocumentsusedinexportsandimports
• Documentsrequiredduringinterstatetransfer
Activity
• Showthestudentsdifferenttypesofdocumentsavailable
• Askthestudentstogothrougheachdocumentandexplaintheirunderstanding
• Explainthe
• Learnaboutcoding,labeling,referencenumberandbarcodes
• Inspectonthevariouslabeling,itssignsandsymbols
• Correspondwiththepincodesystem
• Explainashowtohandlepackages
• Identifythepackagingaccessoriesandmethodofpacking
• Fillthedetailsonanairwaybillnumber
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Do
• Welcomethe studentsandgreetthem. Revisethe learningswhatthey hadin their previous session.
Checkif they haveanydoubts.
Resources
• Acopyofblankairwaybill/courierslip
• Computer,projector
• DifferenttypesofLabels
• Packagingaccessories
• Cartonbox
• Anyhandlingdevices(ifavailable)trolleys,cages,conveyoretc
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Elaborate
• Thestudentsashowtofillthedetailsinthecourierslip
• Thedosanddon'tswhilepackaging
• Differenttypesoflabels
Notesfor Facilitation
• Youcouldaskthestudentsaswhatshouldbefilledineachcolumn
• Invitestudentstoanswereachcolumn
• Increasetheawarenessofthestudentsinunderstandingbyexplainingthepurposeofeachcolumn
• Givebriefoverviewaswhataretheessentialdetails,tobefilledmandatory
Explain
• Thestudentsashowtofilltheairwaybill/ courierslip
Ask
• Whereistheairwaybillnumber?
• Whereshouldweenterthecustomeraddress?
• Whereshouldweenterthesendersaddress?
• Whereshouldthecustomersign?
• Whereshouldtheweightofpackagetobementioned?
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Resources
• Computer
• Projector
• Internetconnection
• LiveAirwaybillnumber
Say
• It important to understand the couriertrackingandunderstandashowitworks
• Customers,nowadayscantracktheir parcellive, including location.
Practical
• Logintothecourierwebsite,entertheairwaybilldetailsandtrack
• Conveythestudentsashowtotrackthecourier
• Askthestudentstodothesame
Explain
• Eachstepshowninthedetailedtrackingsummary
• Thelengthofjourney,timetakenforthecouriertopickupandreachthecustomer
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Say
• Packagingplaysanimportant role in courierindustryindirectly
• Without noticing the label, moving aparcelmayleadto bigerrors
• Thereareuniversalsignsonlabels
• Packagingisanart by whichwehandle the itemsinside the parcel, undamaged andin safe
conditiontill it reachesthecustomer
• Multiple handlingisdone in betweenandhenceproper packagingandlabelling playsavery
important to handle safe.
Ask
• Thestudentsto thinkabout asituation, whenthey arecarryingapackagewhichgotlooseendsandall
theparcelinsidefellsdownandbroken.
• Whoisresponsibleforthebrokenitems?
• Consider if the labelismarkedupsidedownandhandlingthe parcelopposite, causesdamagesto the
itemsinside.Nowinthissituation,whosefaultisit?
Activity
• Arrangealistoflabelsacrossthetableandaskthestudentstomatchthefollowing
• Arrangethe list of packingaccessoriesandaskstudentsto identify whichtype of packingmaterial
goeswithwhatkindofmaterials.
Demonstrate
• Packingabox
• Atwhichpartoftheboxthelabelsaretobeattached
Explain 100
• Differentlabels 95
• Whatisprohibitedgoods,itslabelsanditsmeaning 75
• Thecheckstobemadeafterpacking,toconfirmthepackingisgood.
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2.1.4: Understandingonhandling
Explain
• Whyweneed handlingequipment's?
• Thereasonaswhyshouldwecarrythepackageinanorderlyfashion
Say
• Handlingequipment's arethose,whichhelp usto lift or movethe packageseasily
•· Manual, semi-automatedandfully automated equipment's areusedin the warehousesto handle
goodshandling
• Handlingpackagesshould bein right movement, elsein fewmonths, backpain andother health
relatedissuesmayarise.
Demonstrate
• Thestepsinmanualhandling,stepwise,asexplainedintheparticipanthandbookandasreference
imagebelow
• Placeapackageinfrontandexplainashowtolift,withoutaffectingthebackbone.
• Demonstratetomakeunderstandthatthestudentsmakesurethattheloadishandledonthearms
andlegsandpressurenotonthebones
Becauseoftheorthopedicpainsandtoavoidthepressureonbones,therehasbeenasystematicwayto
handlegoods.Handlingofmaterialsshouldbetakencare.Liftheavyobjectssafely.
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upright knee against the leg of your other leg
bag
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ReducePackageweightandSize
Activity
• Askfewstudentsto perform lifting of aboxfrom ground andplacebackto another location on the
ground
• Monitorthebodymovementashowtheyliftandhandle.
Summarize
• Summarizeashowtofillairwaybilldetails
• Summarizewhatispackaging,itsaccessoriesanddifferentlabels
• Sumuptheprocessofhandlingandliftingabox
• Sumupthedifferenttypesofhandlingequipment's
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Notes
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3. PrepareforBooking
Unit 3.1 - Activitiesinvolved in ConsignmentBooking Unit
3.2 - Exposureto RelatedDocumentsandInformation Unit
3.3 - Inspectingthe StatusandPrioritization of Work Unit
3.4 - Prepare ComputerandBookingSystem
Unit 3.5 - KnowledgeandUnderstanding of Company'sSafety
PoliciesandProcedures
Unit 3.6 - EscalationMatrix forReporting
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KeyLearningOutcomes
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UnitObjectives
Atthe endof thismodule youwill beableto:
1. ExplainwhataConsignmentis
2. Importance of Consignmentbookingin managingSupplyChain
3. Describeabout the importance of Consignmentnote
Explain
• Thenecessarydocumentsanddetailsrequiredfortrackingaconsignment
• Explainwhatisavehicle reporting list andfrom whomaconsignmenttrackingexecutivemight
receivethelist
• Whatistheuseofa'Trucknumber'and'LR-LorryReceipt'numberinconsignmenttracking
Elaborate
• ALorryreceiptisaformusedwhenalorryfull of goodsarereceivedfromthesupplier.Theseforms
are usually used when any product/goods travel a long way in Lorries (trucks) to reach the
destination/ supplier. Thesereceipts also carry the details of the goods sent by alorry and their
insurance details so that if it lose, the supplier company canclaim from the insurance company.
Theseformsaresignedbybothbuyerandsupplier.
• SomeoftheotherdetailsintheLorryReceiptchallanare;
• Thefreightamount,plusanyotherchargestobepaid
• Whetherthefreightispaidortobepaidortobebilled
• Whethertheconsignmentisconsignedtotheconsigneeorselves
• Whethertheconsignmentisinsuredbytheownerortransporter
• Whether the cargoisfor door delivery or to beclearedby the consigneefrom the transporter's
warehouse
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• VAT-ValueAddedTax
• TIN-Taxpayers'Identification Number
• CST-CentralSalesTax
• LST-LocalSalesTax
Ask
• WhatarethedetailsincorporatedintheLR-LorryReceipts
• WhoisaConsignor
• WhoisaConsignee
• WhereonecanfindthedeliveryaddressintheLorryReceipt
• Howcanwefind,inwhichvehicletheconsignmentiscoming
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UnitObjectives
Atthe endof thismodule youwill beableto:
1. Getto knowvariouschallengesrelated totransportation
2. Explainthe overallpicture of the freight transport industry
3. Recognizethe importance of alternate or contingencyplanning
4. Explainthe importance of stayingin connection withthedriver
Say
• Truckandroad freight transportation contributes to morethan 70%of the total goods
transporteddomestically acrossIndia.
• Someof the keychallengesfacedby the freight transport industry areshortageof driverswhich
forcesasingledriver to drive the vehicle for morethan 2000to 2500kilometers without any
proper restandfocus. Consideringthe socialresponsibility andthe caretaketowardsthe need
for rest to the driver, leadsto ahugedelay in transportingtheconsignment
• Environmentalissuesarealsoequallyconsideredparameter for the delaysin consignments.
• Natural calamitieslikeflood, cyclones,rainfall, earthquake etcwill causeahugechallengein
transportingthe goods.
• Trafficcongestions are alsoamajorchallengefor the freight industry. Consideringthe growing
economyand number of trucksoperating in the industry makestraffic congestionsin the national
highways.
• It isthe responsibility of aConsignmenttrackingexecutiveto gather prior information on any
challengesandenvironmental issuesandit isthe responsibility of the trackingexecutiveto
communicateto the freight transportation companyor to the driversto makeawareof the
situations in order to tacklethem.
Explain
• Someofthechallengesthatonemightfaceintransportingaconsignment
• Howtocheckdetailsandtrackwherethedelayisforaconsignment
• Howto inform the truckdriversand the managementabout anypredicted challengesto avoid
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Notesfor Facilitation
• Youcould askthe students to share some of the recent environmental issues like heavy rains in
particularregion,floods,cyclonewhichtheyheardthatcausemajortransportationchallenges
• Ask the students to come up with a list of natural climatic disasters in past 2years that causes
transportation disruptions (example: Chennai flood in 2015, Gujarat protest in 2015, Banglore
Cauverywaterissuein2016,Chandigarh-Haryanariotin2015etc
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UnitObjectives
Atthe endof thismodule youwill beableto:
1. Recognizethe importance of statuschecking
2. Getto knowthe art ofprioritizing
3. Explainthe importance of statuscheckingandprioritizing in on-time delivery and consignment
tracking
Explain
• Howtocheckthestatusoftheconsignmentwiththehelpofprovidedtrackingdetails
• Howto getinformation from the previous shift trackingexecutiveregardingthe statusof the
incomingtrucks
• Howtoupdatetheconsignmenttrackingstatusreportforcommunicationchain.
Demonstrate
• Howtocreateaconsignmentstatusreportwiththehelpofallthenecessarydetails
• Howto prioritize the workin termsof truckallocation for loadingandunloadingbasedon the
Urgencies
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UNIT3.4: PrepareComputerandTrackingSystem
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Recognizethe importance of computer systemsintracking
2. Getto knowvarioustrackingsystemavailablefor consignmenttracking
3. Explainthe importance of required stationary andother detailsfor trackingaconsignment
Say
• Computerisanimportanttoolusedbytheconsignmenttracking'executivefortrackingandtracing
productsandservices.Theindividualinthispositionmustbeabletounderstandthebasicworking
ofacomputersystem,itstechnicaldetails,operationsandcontrolsforanefficientwork.
• Avehicle tracking systemusesthe automatic vehicle location in individual vehicles with software
that collects these truck data for a comprehensive picture of vehicle locations. Modern vehicle
trackingsystemscommonlyuseGPS– GlobalPositioningSystemtechnologyforlocatingthevehicle.
VehicleinformationcanbeviewedonelectronicmapsviatheInternetorspecializedsoftware.
• Thestatusof thetruckmovement,parkingdetailscanbeviewedusingthetrackingsoftwareinthe
computersystembytheconsignmenttrackingexecutiveforinformationupdates
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Fig 3.4 - GPS trackingSystem
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Explain
• Howtomakereadythecomputerandothertrackingsystemfordaysoperations
• WhatistheGPStrackingsystemandhowitworks
• Theoutputsof the trackingdeviceand howto collectandrecordinformation from the tracking
devices
• Theimportantstationaryrequirementsforaconsignmenttrackingexecutive
• Theimportance of having the completecontactdetailsof the transporters,truckdrivers, freight
bookingagentsetcforaconsignmenttrackingexecutive
Lab
• Givepracticaleducationtostudentsfortrackingashipment
• GivepracticaldemonstrationtothestudentsforaGPStrackingsystem
Notesfor Facilitation
• YoucouldshowsomevideosforaGPStrackingsystem
• AskthestudentstosharesomeoftheirexperienceofusingaGPSsystemintheirdaytodaylife
• Youcould makeuseof asimpleGPStrackingsystemin the mobilephone andthe journey origin
destinationaddressandshowtheoutputtothestudents
• TheabovecanalsodepictedusingGoogle mapsandsharethe output to the studentswithvarious
details
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UNIT3.4.1: ExposuretoDocument
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Explainthedifferenttypesofdocumentsused
2. BriefabouttheusageandimportanceofBilloflading
3. Recognizeandinterpretcommercialinvoice,packinglistandweightlist
4. Gettoknowtheimportanceofcertificateoforigin
5. Explaintheimportanceofinsuranceandotherdocumentslikecourierdeliveryslip,roadwaybill,postal
deliveryslip,Airwaybilletc
Explain
• Explainthe studentsabout the different typesof documentsusedby a consignmenttracking
executive
• WhatisaBillofLadinganditsimportance
• WhatisanAirwaybill
• WhatisaCommercialInvoice
• What isaPackinglist
• WhatisaCertificateofOrigin
• WhatisanInsurancedocument
• WhatisaCourierdeliveryslip
• WhatisaPOD– ProofOfDeliverydocument
Say
• Abill ofladingisalegaldocumentbetweentheshipperof goodsandthecarrierdetailingthetype,
quantity and destination of the goods being carried. The bill of lading also serves asareceipt of
shipment when the goods are delivered at the predetermined destination. This document must
accompany the shipped goods, no matter the form of transportation, and must be signed by an
authorizedrepresentativefromthecarrier,shipperandreceiver.
• Acommercialinvoiceisadocumentthatspecifiesatransactionbetweenabuyerandaseller. 100
• Ifgoodsorserviceswerepurchasedoncredit,theinvoiceusuallyspecifiesthetermsofthedeal,and 95
provideinformationontheavailablemethodsof payment.Aninvoiceisalsoknownasabill orsales
invoice. 75
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ConsignmentBookingAssistant
• Apackinglistisadocumentthatincludesdetailsaboutthecontentsof apackage.Thepackinglistis
intendedtolettransportagencies,governmentauthoritiesandcustomersknowthecontentsofthe
package.Thesedetailshelpeachofthesepartieshandlethepackageaccordingly.
• ACertificateof Origin (CO)isanimportant international trade documentattestingthat goodsin a
particular export shipment are wholly obtained, produced, manufactured or processed in a
particularcountry.COsalsoconstituteadeclarationbytheexporter.
Demonstrate
• DemonstratethestudentshowaBillofLadinglookslikeandshowthemsomesampleBillof
• LadingoraTransportedbillanddiscussvariousdetailscontainedinit.
• ACommercialinvoiceandexplorethedetailsinit
• AsamplePackinglistanddiscussthedetailsinit
• Demonstratehowthecollecteddocumentswillbeusedbyaconsignmenttrackingexecutivetotrack
aconsignment
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FacilitatorGuide
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Enhanceknowledgeaboutthevarioussafetypolicies
2. Explainthevariousproceduresfollowedinthewarehouse
3. Describetheimportanceofvariousoperationsperformedinsidethewarehouse
4. Recognizethevariousrisksinvolvedwhendeviatedfromtheprocedure
5. Getclarityonsimpleviolationsintheprocedureandthereasonsforthat
6. Getanideaaboutineffectiveworkinstructions
7. ExplainthedosanddontsaboutPPE
8. Gettoknowaboutthesafetyandsecurityprocedurestobefollowed
9. Describetheworkplacerelatedsafetyissuesthathe/shehastofollow
10. Getclarityon safetypoliciesrelatedto Forklift, Loading/unloading bay,Usageof LaddersandFire
evacuation
Say
• Thereareseveralhealthandsafetyissuestobeconcernedwithif youareworkingin awarehouse
andeachmemberinawarehouseshouldbewelltrainedandawareofthemaintopicscoveredinthis
area.
• Someof the commonhealth and safety area whichrequires attentions are Fire safety, Hazardous
substances,Manualhandling,Stafftrainingetc.
• The employees working in a logistics company or a warehouse should be well aware of the
emergencycontactdetailsforquickdecisionmakingandapproachincaseof anyaccidentsormajor
challenges
• Increasetheawarenessofthestudentsinunderstandingtheriskandsafetyparameters
• Standards are essential for understanding the current status of a process, for supporting
continuous improvementsandmeasuringimprovements.
• Itisnotmandatorytostandardizetheworkbuttheexpectedinputs,proceduresandoutputsmust
alsobedocumentedindetail.
100
• The documentation should be so clear than an outsider should be able to step into the process,
understand the processand soon operate asfully functioning team member, makingappropriate 95
contributionstotheprocess.
75
• ThemostimportantprocessesinawarehouseoperationsaredocumentedwiththehelpofStandard
OperatingProcedureanditisreviewedcontinuouslyforfurtherimprovements
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Explain
• Explain the studentsthe importance of fire andsafetytrainings in a logisticscompanyor a
warehouse
• Explainthestudentswhatareimportanceofwearingahardhathelmetsandotherrequire
• PPE– PersonalProtectiveEquipmentwhilecarryingoutawarehouseoperations
• Theimportance of the evacuationplan andthe necessaryprocedures to befollowedon during
emergencytime
• Thelistofpointstocheckwhilereceivingandacceptingaconsignment
• TheimportanceofWorkinstructionsgivenbytheorganization
Demonstrate
• Do'sandDont'sinfollowingWorkinstructionswithsuitablepicturesandtables
Elaborate
• Takeawalkthrough in anymulti-national shop and observe the actions being taken to servethe
customer.Rarelywillyouseesomeonewithanopenworkinstructionbookreadingabouthowhisor
herparticulartaskistobecompleted.Thevastmajorityof shopemployeesknowwhatit takesto
ensure that a high-quality product arrives at the customer's dock on time. They have been
instructedinspecifictasks,andtheyfollowthoseinstructions.
• Sowhatisthepurposeof documentedworkinstructions?Besideshavingthemavailablefor audit
review,whydosuchdocumentsexist?Workinstructionsaredevelopedtoguideworkersinfourkey
qualityareas:training,reference,problemsolvingandcontinuousimprovement.
• EachoftheseareascanbedirectlyrelatedtotheDemingCycle,acyclethatidentifiesfundamental
qualityplanningas“Plan-Do-Check-Act.”Itisimportanttoestablish(plan)theinstructionsthatyour
people must execute. The references must then be effectively implemented (do) so they are
accessible to personnel. Documentation must be verified (check) so the instructions assist your
problem-solvingmethodology.Finally,itisimportanttouse(act)whathasbeendefinedinorderto
continuouslyimprove.
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FacilitatorGuide
UNIT3.6 : EscalationMatrixforReporting
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Gettoknowaboutthereportingstructure
2. Explainthevariouschannelsofcommunication
3. Realizetheescalationmatrixintheorganizationstructure
4. Explaintherightwayofescalatingthingstotherightpersoninthestructure
Explain
• Explainthe importance of updating information acrossthe communicationchainandthe necessary
impactofdeviating it.
• Explainthe studentsthe processreporting to the immediate supervisor or managementabout the
statusoftheconsignmenttrackingprocess
• Thechallengesthat anindividual workingasaconsignmenttrackingexecutivewouldcomeacrossin
trackingoperations
Say
• Thereareseveralreasonsforaconsignmenttogetdelayedandsomeofthemareasfollows;
• Reasonsfor truck/freightdelays
• Shortageinquantity received
• Transitdamageduringreceiving
• Product mismatchetc
Demonstrate
• Ask a student to act as a Consignment tracking executive and another student as a Warehouse
supervisoranddemonstratethe processof escalatingthe challengesor problemidentified during
thetrackingoperationandhowtorectifytheproblem.
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ConsignmentBookingAssistant
UNIT3.6.1 : BasicTransitRulesandRegulations
UnitObjectives
Atthe endof thismodule youwill beableto:
1. ExplainabouttheinfrastructurechallengesrelatedtofreightmovementbyRoad
2. Brieftheregulationsbehindthemovementofhazardousmaterials
3. Describetheimportantpointstobenoteddownbyaconsignor
4. Getclarifiedontheresponsibilitiesofatransportownerandadriver
Say
• TheCentralMotorVehiclerulesstatesthebasicsafetycodesandsafetyrequirementstobefollowed
intransportationofanymaterialsthroughroadtransportation
• Theprofessionalworkingasaconsignmenttrackingexecutiveneedstohaveanin-depthknowledge
of theproductorcommoditythatisbeingtransportedandshouldadheretothelawsasdictatedby
thelocalandnationalauthorities
• Presentlythereare177interstatecheckpostsand268tollbarriersonnationalhighwaysacrossIndia.
Explain
• ThebasictransitrulesfortransportinggoodsbetweenvariousstatesinIndia
• Themandatorydocumentsrequirednecessaryforaninterstatetransport
• Thenecessarychecklistorstepstobecarriedoutinacheckpostbeforepassingthegoods
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FacilitatorGuide
Elaborate
• Everygoodscarriagecarryingdangerousorhazardousgoodsshalldisplayadistinctmarkoftheclass
labelappropriatetothetypeofdangerousorhazardousgoods,Everypackagecontainingdangerous
or hazardous goodsshall display the distinct classlabels appropriate to the type of dangerous or
hazardousgoods,Inthecaseof packagescontaininggoodswhichrepresentmorethanonehazard,
such packages shall display distinct labels to indicate the hazards, Every goods carriage carrying
goodsofdangerousorhazardousnatureshallbefittedwithatechno-graph,aninstrumenttorecord
thelapseofrunningtimeofthemotorvehicle;timespeedmaintained,accelerationanddeclaration
etc.,andasparkarrester.
• Thegoodscarriagehasavalidregistrationtocarrythehazardousgoods,thevehicleisequippedwith
necessaryFirst-aid,Safetyequipmentandantidotesasmaybenecessary.Thetransporterorowner
of thegoodscarriagehasfull andadequateinformationaboutthedangerousor hazardousgoods
beingtransported.Thedriverof thegoodscarriageistrainedinhandlingthedangersposedduring
transport of suchgoods. Everyconsignorshall supplyto the ownerof the goodscarriagefull and
adequate information about the dangerous or hazardous goods, being transported asto enable
suchowneranditsdriver.
• Itshallbetheresponsibilityoftheownerortransportertoensurethefollowing,Thegoodscarriage
hasvalidregistrationandpermitandissafeforthetransportationofthesaidgoods.
• TheVehicleisequippedwithnecessaryFirst-Aid,Safetyequipment,tool boxandantidotesasmay
benecessarytocontainanyaccident.
• Itistheresponsibilityofthedrivertokeepallinformationprovidedtohiminwritingi.e.,intheform
TREMCARD(TransportEmergencyCard).Thisistobekeptinthedriverscabinandisavailableatall
timeswhilehazardousmaterialrelatedtoitisbeingtransported.
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ConsignmentBookingAssistant
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Detailapprehensionaboutthetrackingsystem
2. ExplainthedifferencesbetweenManualtrackingandautomatedtracking
3. RealizetheeaseandcomfortableinusingGPStracking
Lab
• GivepracticaldemonstrationtoaManualtrackingsystem– Thiscouldbedemonstratedwithahelp
of aconsignmenttrackingnumberorderedthroughane-commercewebsite(sayFlipkart,Amazon,
Snapdealetc.)andthecontactdetailsoftheexecutivewhowillbedeliveringtheproduct.Youcould
givethecontacttoastudentandaskthemtogetthestatusofthedelivery/ shipmentandrecordthe
detailsupdatedbytheexecutive.
• GivepracticaldemonstrationtotheGPStrackingsystem
• Demonstratehowto trackatruckor afleet usingthe GPStrackingsystemand howto observe the
detailsfromthesystem.
Exercise
• GiveassignmentAskthe studentscollectvarioustrackingsystemavailablewithitsadvantageand
disadvantage
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FacilitatorGuide
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Getclarifiedaboutthedifferenttypesofgoodsandtheirclassification
2. Recognizethevarioustypesofdangerousgoodsthataretransported
3. Explainappropriatehandlinginstructionstothetypeofthegoods.
Say
• Thetransportationofproductsthroughtrucksfollowinglegalregulationinvolvesacarefulstudyand
considerationofmanyfactorslike;
• Perishability:Productswhichareperishableinnaturearedistributedbyemployingashorterchannel
ofdistributionsothatgoodscouldbedeliveredtotheconsumerswithoutdelay.Delayindistribution
oftheseproductswilldeterioratetheirquality.
• Size and weight of product: Bulky and heavy products like coal and food grains etc. are directly
distributedtotheusersinvolveheavytransportationcosts.Inordertominimizethesecostsashort
anddirectdistributionchannelissuitable.
• Standardization: Productsof standardsizeandquality usuallytakelonger timebyadoptinglonger
channelofdistribution.Forexample,machinetoolsandautomobileproductswhichareofstandard
sizereachtheconsumerthroughthewholesalersandretailers.Un-standardizedarticlestakelesser
timeandpassthroughshorterchannelsofdistribution.
• TechnicalNature of Products: Industrial products which are highly technical in nature are usually
distributed directly to the industrial users and take lesser time and adopt shorter channel of
distribution.Inthiscaseaftersalesserviceandtechnicaladviceisprovidedbythemanufacturerto
theconsumers.Ontheotherhand,consumerproductsof technicalnatureareusuallysoldthrough
wholesalersandretailers.Inthismannerlongerchannelof distributionisemployedfor theirsales.
After salesservices are provided by the wholesalers and retailers. Examplesof suchproducts are
televisions,scooters,refrigerators,etc.
Explain
• ThebasictransitrulesfortransportinggoodsbetweenvariousstatesinIndia
• Themandatorydocumentsrequirednecessaryforaninterstatetransport
• Thenecessarychecklistorstepstobecarriedoutinacheckpostbeforepassingthegoods
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ConsignmentBookingAssistant
Elaborate
• Thedifferenttypesofmaterialclassificationgivenbasedontheirnatureofgoodstransported
injury,ortobeharmfulwhenswallowedor 95
inhaledorbyskincontact.Toxicsubstances
canbegases,solidsorliquids. 75
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FacilitatorGuide
Exercise
• Whatdoesthissymboltellyou?
• Whatdoesthissymboltellyou?
• Whatdoesthissymboltellyou?
TeamActivity
• Asateamof4or5teammembers,askthemtotrackareal-timeconsignmentonvariouswebsitesor
on ecommercewebpagesandmakeapresentation
Summarize
• Summarizethetrackingsystemandhowitworks
• Summarizethe trackinganalysis
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ConsignmentBookingAssistant
Notes
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FacilitatorGuide
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ConsignmentBookingAssistant
4. PerformConsignmentBooking
Unit 4.1 - ReceiveCustomerOrders andArrangeTransportation
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FacilitatorGuide
KeyLearningOutcomes
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ConsignmentBookingAssistant
UNIT4.1: ReceiveCustomerOrdersandArrangeTransportation
UnitObjectives
Atthe endof thisunit, studentswill beableto:
1. Explainthe typesof ordersreceived
2. Describethe loadingarrangements
3. Identifyashowtofinalize priceandconstraintstobelookedfor beforefinalizing
4. Evaluateand confirm the bookingprocess
Steps
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FacilitatorGuide
Elaborate
• Eachofthestepsthattheconsignmentbookingexecutivehastodo
100
• Theprocess,thathastobecarriedoutineachofthesteps.
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ConsignmentBookingAssistant
Demonstrate
• Howtocheckforlowestprices?
• Callfewtransport providersor couriercompaniesandcheckthe ratesfor movingashipment from
LocationAtoB
Explain
• Theprocessofcollectingcustomerordersandhowtoretrievefromthesystem
• Whatisloadingarrangement?
• HowtoPlantheloadingarrangementanddecidevehicletype?
• Thevarioustypesofcustomers
Ask
• Thedifferenttypesoftrucks
• Ashowwilltheyadeicideatrucktype
100
• Whichtruckwilltheypreferfor500bagsofCement? 95
• Whichtruckwilltheypreferfor5fridgestomove50kmdistance? 75
• WhichtruckwilltheyuseforCarmovementof500kms?
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FacilitatorGuide
Resourcesto beUsed
• Computer
• Internet
• Mobilephone
Activity
• Callatransportcompanyandaskforaquote
• Callacouriercompanyandaskforprice
• Emailatransportcompanyorcourierforquote
• Lookforpricesintransportcompanieswebsites
Explain
ProcessforhandlingLossandDamages
• Why isdeadlineimportant?
• Whatarethemodestocontactthetransportcompanies?
• Howtodecidewhichtransportcompaniestodecideandfinalize?
• Whatisdependabilityofatransportcompany?
Demonstrate
• Calculatemarkup%
• Howtocalculatetheprofitandmarginonaquotationreceivedprice
• Howtofinalizethefinalcost
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ConsignmentBookingAssistant
Explain
• Whyisitimportanttogetanacknowledgementfromthecustomer?
• What isnegotiation
• Thatthenegotiationshouldbeawin-winstrategyforboththecustomerandfortheorganization.
• Thelongtermassociationneeds
• Thevolumebasedbusinessadvantagesconsiderationduringnegotiation
• Thatthe offersanddiscountsto beannounced to retain the customerandto getthe hold of the
customer
• Aswhataretheothervalueaddedservicesthatshallbeprovided
Notesfor Facilitation
• Youshallaskthestudentsashowilltheybegintheconversationwithanewperson
• Youshallaskthemashowwilltheygetpreparedfortheconversation
• Youshallask,whatwill they do if they stuckwithapoint and if they do not remember somedata
during thetalk
Say
• Theconversationshouldbemorepositiveandmoodshouldbekepthighduringtheconversation
• Donotborethelistenerbysayingrepetitivethingsorbyjumpingaroundtheconversationwithouta
flow
• Alwaysmaintainaflowintheconversation
• Alwaystalkabout thesuccessstories
• Listentocustomerandunderstandhisrequirements
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FacilitatorGuide
Elaborate
• Theprocessoflistening
• Onceaftertheexplanationorafterthepresentation,checkwiththeclientaswhethertheyhaveany
queries
• Thecustomerwillmorepositivelyaskthequestionspertainingtosimilarbusinessrelevanttoclients
andprocess,itsefficiency.
• Allowthecustomertoexplaintheirconsensus.
• If acustomerseeks,someinformation to whichyou haveno idea, kindly explainto the customer
that, you will makeanote of this question andyou will discusswith your superiors andwill reply
them.Informthemaparticulartimelimitwithinwhichtheyshallreceivetheanswer.
• Makeanoteofallthethingsthecustomersaysandshouldbeabletorecalltheminutesofmeeting.
RolePlay
• Askthe studentsto perform anacton callingthe customer,their mannerismandhowdo they start
theconversation
• Correctthestudentsduringtheconversationondo'sanddon'ts
Steps
STEP 1: Checkfor all roadpermitpapersare STEP 2:Coordinate a time with customer and
available withTransport companies arrange pick up by the transport
companies
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ConsignmentBookingAssistant
STEP 5: Fill Lorry receipt and share 1 to STEP6: Addto accountthe modeofpayment
Customer, 1 to truck driver and 3 to vingquotations
thedepartment
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FacilitatorGuide
Explain
• Thestepsincoordinatingthetransportcompanies
• Thechecksthathastobeperformedbythebookingexecutivebefore,whileandduringloading
• Thecoordinationthathastobedonebyconsignmentbookingexecutive.
• Howto handlePayments
• WhenwillyoureceivethepaymentsfromthecustomerandInvoicetoberaised?
• Whatarethemodesofpaymentshallbereceived
Exercise
1. Whatisconsolidationoforders?
2. whatarethemeansofreceivingorders?
3. Inwhatmeansofcommunicationwillyoutounderstandthetruckavailability?
4. What isnegotiation?
5. Afterconfirmationfromcustomeronprice,whatisthenextstep?
6. Whatispricemarkup?
7. Howwouldyoudecideatrucksizebasedondifferenttypesofgoodsofdifferentcustomers?
8. Roleplaytoperformnegotiationtaskoncheckingpricesandavailabilityoftrucks
Summarize
• Summarizetheprocessofperformingtheconsignmentbooking
• Summarizeashowtodeterminethetruck
• Sumupthestepsinnegotiatingandidentifyingrates.
• Summarizequotationscomparisonandfinalizerates
• Summarizeashowtoaddprofitandmargin
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ConsignmentBookingAssistant
Notes
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FacilitatorGuide
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ConsignmentBookingAssistant
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FacilitatorGuide
KeyLearningOutcomes
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ConsignmentBookingAssistant
UNIT5.1: UpdateSystemInformation
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Verifythe systeminformation andthe actualordersprocessed
2. Evaluatethe orders andprocess billing
3. Explainon trackingprocess
4. ExplainLRcopiesandimportance
Elaborate
• Verifyingandcrosscheckingprocess
Activity
• Sharewithstudentswithlistofsheetsforordersprocessedandcomputerinformationsheet.
• BelowistheComputerInformationsheet(Sample)
Date Booking #of Customer From To
ID Boxes details Location Location
• BelowistheactualorderprocessedCopiesformat(Sample)
Date Transporter From Pickup Destination Number Statusof Authorized
details Location Tim Address of Consignment &Verified
e & Boxes Signatory
Dat load
e ed
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FacilitatorGuide
Explain
• Ashowto crossverify
• Easiestwaytocrossverifywithinsmalltime
• Whatifthereisanychangesbetweentheactualandlisted?
• Whatarethedetailstobetakencarewhileupdating?
Say
• ifthereisanychangesbetweentheinformation,kindlyupdateinthesystem.
• Updatethe systemwiththe existingdetailsof eachorder and withrespectiveto the LRnumber.Also
updateifanychangesthataretobeupdated.
Explain
• Howtomakereadythecomputerandothertrackingsystemfordaysoperations
• WhatistheGPStrackingsystemandhowitworks
• Theoutputs of the trackingdeviceand howto collectandrecordinformation from the tracking
devices
• Theimportantstationaryrequirementsforaconsignmenttrackingexecutive
• Theimportance of having the completecontactdetailsof the transporters,truckdrivers, freight
bookingagentsetcforaconsignmenttrackingexecutive.
Lab
• Givepracticaleducationtostudentsfortrackingashipment
• GivepracticaldemonstrationtothestudentsforaGPStrackingsystem
Notesfor Facilitation
• YoucouldshowsomevideosforaGPStrackingsystem
• AskthestudentstosharesomeoftheirexperienceofusingaGPSsystemintheirdaytodaylife
• Youcould makeuseof asimpleGPStrackingsystemin the mobilephone andthe journey origin and 100
destinationaddressandshowtheoutputtothestudents
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ConsignmentBookingAssistant
Explain
• Whenshouldweraiseaninvoice?
• Whatarethesupportingdocumentstobecheckedandtobeplacedbeforeinvoicing
• Whatifthecustomercallsandchecksforqueryonaparticularinvoiceandhowtovalidateit?
• WhyisitimportanttokeeparecordofLorryReceipts(LRCopy)
Activity
• Perform anactivity to explain ashowthe customerwill post aquery againstthe invoice andhowto
handle apastdata.
Tips
!
Activity
100
95
1. Performaroleplayforasatisfiedclientandanunsatisfiedclientresponses andhowdothestudents
makeanote ofit 75
2. Askstudentstogroupdiscussonthisconversationandtodevelopstrategiesashowtoovercomethe
issues.
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UNIT5.2:Reporting
UnitObjectives
Atthe endof thismodule youwill beableto:
1. Understand the typesof reports that areto besharedwiththe manager
2. Explainashowto addressthe issuesfacedon the day
3. Discoverthe reportsto beproduced
4. Evaluateaswhatkindsof marketdatatobecollected
Explain
• Howtoupdateconsignmentinformationinthesystem
• Howtoreporttomanagement
• Howtomaintainanderaseconfidentialdatausedduringtrackingaconsignment
• Howtosavealldata,safelylogoffandswitchoffthecomputer.
• Howtodisposeanyunnecessarydocumentsorpapers.
• Howtocleanuptheworkareaforshifthandover
Exercise
Prepare areporton
• Thedelaysinpickup
• Missed Pickup
• Cancelledorders
• DelayedOrders
• Completedorders
• Issuesduringnegotiation
• Issuesfacedduringhandlingclient/Transportcompany
• Situationsfacedwhilebookingcustomerorders
• Plandeliveriesfornextday,whichweremissedfortheday 100
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ConsignmentBookingAssistant
Notesfor Facilitation
• Itisalwaysgoodtokeepthemanagernotifiedaboutthesituationandprogressoforders.Itiswiseto
consideritasabackupsourceofinformation
• Thereisariskinvolvedin failingeveryactionandhencegetto understandtheseverityof therisk.
Certain failures would be facing severe risk and disruption would cause the stoppage of line or
productionstoppage.
• Asconsignment booking assistant, the risk will be in terms of legal compliance. This maylead to
judicialimpactsof turningit to beacaseregistered.Thiswillnot onlyspoilthebusinessdelaybut
alsowillcauseanimpressionuponthecustomersandmaycreateatotalfailureofthebusiness.
• Asetof instructionswouldbepre-defined tohandleeachkindof riskandstandardproceduresto
handleissueswillbemadeavailablebytheorganizationsgenerally.Thedocumentationassistance
shouldlearntheproceduresandworkinstructionstoavoidrisk.
• Atanypointofrisk,theinformationshouldbepassedontotheseniormanagement.
Demonstrate
• Ashowto preparereports
• AshowtoprepareareportinExcelandshowthemasachart
• Thedifferentreportsthatwillbepreparedcouldbe
1. MarketPriceforFullTruckLoad
2. MarketPriceforLessthanTruckLoad
3. Number ofcancellations
4. Customerportfolio(onordersgiven,orderscancelled,Volumeoforders)
5. ReportsonOrders
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FacilitatorGuide
Explain
ProcessforhandlingLossandDamages
• Thecommonproblem that will befacedduring transport will belossanddamages.Thelossmay
happen because of poor packing, poor material handling during loading and unloading, theft or
misplacing.
• Damageswillalsobebyimproperhandlingofmaterialsduringtransit.
• Everyorganizationhasaprocedureinhandlingthelossanddamagesduringinboundandoutbound.
• Understandtheorganizationpolicybywhichyouhavetoproceedinhandlingtheissues.
• Duringloading,countthequantityandvisuallyinspectthedamagesandmakeanoteofit.
• Communicatetothesupervisoraboutthedamagesandloss.
• Reportreasonsandinvestigatethe reasonfor damage.Follow organizational procedures in sorting
out theissues.
• Reportand communicateto the managerin chargeandto the management immediately.Keepa
trackandhistoryofissues.
RolePlay
• Howtodealwithsupervisor,whoisverybusy
• Reportingtosupervisorondaysactivityathisdesk
• Whatallpointswillthestudentshare
• Sharethefeedbackoftheday
Summarize
• Explainthestepstobefollowedontheupdatingthesysteminformation
• What inspectionare yousupposed to do whilecross verifying order processedand system
information
• Whatarethereportsthataretobesubmittedtothesupervisor
• Sumupthe reportingprocesswithmanagerandreportstobeprepared
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ConsignmentBookingAssistant
Notes
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FacilitatorGuide
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ConsignmentBookingAssistant
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KeyLearningOutcomes
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ConsignmentBookingAssistant
UnitObjectives
Atthe endof thismodule the studentswill beable to:
1. Explainhealthand safetystandards
2. Describestandard operating procedures for safety
3. Identify safeoperating procedures during the process
Explain
Thesafetyaidsanditsuses
SafetyGoggles SafetyHelmets
SafetyEarPlugs ReflectiveJackets
100
95
75
SafetyHandGloves FirstAidBox&SafetyRing
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FacilitatorGuide
• PPEthatshouldbeprovidedtotheHUBstaffsuchas:
• Gloves
• SafetyShoes
• BodyBackSupport
• FacemaskEtc
• MotorcyclePersonalProtectiveEquipment(PPE)Requirement
• PPEthatshouldbeprovidedtothemotorbikedeliverystaffare:
• Helmetwithclearvisor(CertifiedbyISI)
• CoveredShoes 100
• Reflectivevest 95
• LongSleeve/ArmCover 75
• LongPants
• Facemask(optional) 25
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ConsignmentBookingAssistant
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Fig6.5-TruckDriverPPE's
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FacilitatorGuide
Say
Avaliddriver'slicenseshouldbemaintainedandshouldbeupdated.Reportunsafeconditionsif found
any during loading, unloading or during transit or during storage of packages. Companies follow
standard operating procedure (SOP) for each of the processes. If in casethere is an emergency or a
situation arises, follow the SOPto solve the issue. Everyorganization hasaplan of action in terms of
occurrenceofanykindofevent.So,planandworkaccordinglybasedontheplan.
Ask
• WhatarethePPE'srequiredforamotorcycledriver
• WhatarethePPE'srequiredforavan/ truckdriver
• Whenshouldonewearsafetyhelmets?
• Whileworkinginawarehousewhereloadsarestackedabovehead
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UNIT6.2: VehicleSafetyProcedures
UnitObjectives
Atthe endof thismodule the studentswill beable to:
1. Describevehicle safetyprocedures
2. Explainparkinginstructions ofvehicles
3. Describepackageprotectionresponsibility
Say
•What arethe VehicleDailyChecksto beperformed Aspertheorganizationrequirements,thevehicle
checksdiffers,butthemacroobservationswillinclude
• Vehiclefaultrecordingandreporting;
• Safety,maintenanceandinspectionplans;
• Safetyinspection,maintenanceandrepairfacilities;
• Maintenancerecord;
• Trainingandeducationformaintenanceandsafetyinspection;
• Driver license;and
• Vehiclecleanliness.
Explain
ProcessforhandlingLossandDamages
• Consideringtheloadsafetyisveryessentialintermsofloadingthepackages
• Novehicle should beloaded beyonditsratedcapacityor beyond the legal limit of grossweightfor
thatvehicle.
• Thedriver isresponsiblefor ensuringthe loadissecureandshould giveinstructions on positioning
ofloadstolifttruckdrivers.
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Fig6.6-Correctwayandwrongwayofloading
Fig6.7- NomobilePhonewhileDriving
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Fig6.8 - FollowTraffic Rules
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Fig6.9- ParkonlyatParkingSpaces
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Fig6.10- ImproperParkingmayleadtofine
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• Security
Packagesmaycarrythe sensitive information of anorganization or anindividual and, therefore,
protectingthepackagesisaprimeresponsibility.
• DonotshareloginidandPasswordofemailofsoftwareapplications
• Donotkeepthepackagesunattended
• Donothandoverpackagestounauthorizedpeople
• Handleallpackageswithutmostcareinfrontofyou
Elaborate
Thetypesofriskthatshallhappenduringthetransport
• Traffic
• Verification/inspectionbyPoliceorgovernmentofficials
• Breakdownofvehicle
• Flood
• Otherdelays
Explain
ProcessforhandlingLossandDamages
• Thesafetydrivingprocedures
• DO'sandDon'tswhiledriving
• Vehicleinspectionprocess
• Checklisttobeviewedbeforecommencingthevehicle
• Precautionstobenotedbeforestartingthevehicle
• Stepson Accidentreporting
• ThesituationsofEmergencyresponseplan
• Accidents
• Delays
• Spillageofgoods 100
• Theft fromvehicle 95
• Damagetogoodsexternally 75
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Activity
• Placetraffic sign boards andaskthe participants to explain the symbols,itsmeaningand
understanding.
Say
Theoffencesrelatedtotrafficandviolationsincludethefollowingbutnotlimitedto:
• Exceedingimposedspeedlimit;
• Causingdeathbyrecklessordangerousdriving;
• Recklessanddangerousdriving;
• Carelessandinconsideratedrivingwhichincludesinattentivedriving;
• Drivingundertheinfluenceofalcoholordrugs;
• Drivingwhenheisawareofhisdiseaseordisability;
• Obstructingtheroadwiththevehiclewhichincludesparkinginprohibitedarea;
• Drivingthevehiclewithouttheregisteredowner'sconsent;and
• Notstoppingwhenbeinginvolvedinanaccident.
Explain
ProcessforhandlingLossandDamages
• Securityissuesandrelatedriskinnotmaintainingthesecurityofdocuments
• Theimpactofnotmaintainingthesecurityofthedeliveryitems/ documents/keyinformation
Say
Theoffencesrelatedtotrafficandviolationsincludethefollowingbutnotlimitedto:
• DonotshareloginidandPasswordofemailofsoftwareapplications
• Donotkeepthepackagesunattended
• Donothandoverpackagestounauthorizedpeople
• Handleallpackageswithutmostcareinfrontofyou 100
• Sharingofinformationtoanyunknownresourceswillleadtolegalconsequences.
95
• Donotshareanyconfidentialinformationwillleadtoimprisonment
75
• Inform studentsthat they represent the organization and anyinformation againstthe organization
shouldnotbesharedanytime.
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UNIT6.3: SkillstoDevelop
UnitObjectives
Atthe endof thismodule the studentswill beable to:
1. Explainthe skillsrequired for aprofessional
2. Enhanceproblemsolvingskills
3. Initiate criticalthinking skills
4. Improvecommunicationskills
5. Learncomputerskills
Say
• Tobemoreproductive,itisessentialtoplanandmanagetime
• Planningandorganizationmakeefficientuseofyourtimeattheofficebykeepingyoufocusedfrom
beginningtocompletionofaproject.
• An organizational plan also facilitates collaboration and information sharing with other team
memberswhoplayaroleinthecompletionoftheactivities.
• Whatisplanning?Actionplanningisaprocesswhichhelpsyoutofocusyourideasanddecideonthe
stepsyouneedtotakeinordertoachieveaparticulargoal.Planningisvitalatalllevelsinthework
place.Youneedtoplanyourowntasksandtime.
Explain
• What isattitude?
Anattitude canbedefined asapositiveor negativeevaluation of people, objects,event, activities,
ideas,orjustaboutanythinginyourenvironment.
• Howcanpositiveattitude bring harmony in workatmosphere? Attitudedeterminesyour
productivity.Morepositiveyouare,moreproductiveyouwillbe.
• Askthestudentsaswhatistimemanagement? 95
• WhatisProblemsolving? 75
• Whatistheirideaabouthandlingpressuresituationsaswhatwilltheydo?
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Say
• Waystobemoreproductive?
• HelpPeople
• AvoidComplaining
• Keephighenergy
• Buildteamworks
• Determineconfidence
• Solveproblems
• Donotreacttoemotions,makegooddecisions
• Whatis“Time Management?”
“Time management”refersto the waythat youorganize andplanhowlong youspendon specific
activities.
• Carryyourscheduleallthetime
• Planyourdayandstartyourday
• Scheduleactivitieswithoutinterruptions
• Blockdistractionsandgetdisconnectedfromdistractions
• Example-Facebook,whatsappetc
Explain
• Problemsolving
• Afundamental part of your role isfinding waysto solvethem. So,beingaconfidentproblem
solverisreallyimportanttoyoursuccess
Therearefourbasicstepsinsolvingaproblem:
• Definingtheproblem.
• Generatingalternatives
• Evaluatingand selectingalternatives
• Implementingsolutions
• AnalyticalSkills
• Thinkandfindideasstepbystep
• Breakdownanyissuesintosimplersetofissues 100
• Startthinkinginmultiplewaysandfindalternatereasons
95
• DecisionMaking
75
• Youhavemultiplechoicesbeforeyoudecide
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• Soselectingtherightoneisachallenge
• Thinkaboutthepositiveandnegativeimpactsbeforefinalizingthedecision
• Learnfrompastexperiences,fromyourownmistakesandothersmistakes
• Donotrepeatanymistakeforthesecondtime
• Communication
• Itisverymuchrequiredtocommunicateinaveryprofessionaletiquette.
• Goodstaffcommunicationisessentialtobusinesssuccess.
• Effectivecommunicationisatwo-waystreet.
• Communicationisabout morethan justexchanginginformation. It's about understandingthe
emotionandintentionsbehindtheinformation.
• EngagedListener
• Hearingisdifferentfromlistening
• Whilelisteninggetconnectedanddonotlooseattentiononthesubject.
• Focusfullyonthespeaker
• Favoryour rightear
• Avoidinterruptingortryingtoredirecttheconversationtoyourconcerns
• Showyourinterestinwhat'sbeingsaid
• Trytosetasidejudgment
• Providefeedback
Activity
ProcessforhandlingLossandDamages
• Securityissuesandrelatedriskinnotmaintainingthesecurityofdocuments
• Theimpactofnotmaintainingthesecurityofthedeliveryitems/ documents/keyinformation
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Fig6.9- NonVerbalExpressions
Say
• StayCalmunderpressure
• Onthedailyworkenvironment,itwillbehardtomanagework,emotions,thoughtprocessand
physicalactivities.Loosingyourselveswillhavefairchances.Hencetokeepfocused,itisalways
bettertothinkandreactbystayingcalm.
• Decisionsunderpressureandinangrymaynotcomeright
• Makeapointandsupportyourpointbyprovidingenoughinformation.
• Deliverwordsclearly,donotfumble
• Clarifyyourstatementandtalktothepoint
• ListeningSkills
• Listening is the ability to accurately receive and interpret messages in the communication
process.
• Listeningiskeytoalleffectivecommunication,withouttheabilitytolisteneffectivelymessages
are easily misunderstood - communication breaks down and the sender of the messagecan
easilybecomefrustratedorirritated. 100
• Goodlisteningskillsalsohavebenefitsinourpersonallives 95
• Listeningrequiresfocusandattention 75
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Explain
• Groomingisanessentialrequirementintodaysworkenvironment
• Anyshabbyappearanceinthesedaysrepresentorganizationalculture
Fig6.10-Grooming
Ask
• Whatisyourknowledgeoncomputeranditsusage?
• Havetheyusedanysoftwareorapps?
• Dotheparticipantsknowashowtoorderonlineamobilephoneororderfood?
• UnderstandingofcandidatesonERP
Explain
• WhatisMSExcel,MSword,OutlookandPowerPoint?
• Whenandhowtouse
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Demonstrate
• HowtouseExcel,Word,OutlookandPowerPoint
• Ashowtouseeachofthebasiciconsandtools
• Ashowtoprint
Elaborate
• Handhelddevices
• Itsusages
• Demonstratewithoneifavailable
• Trackingdevices
• Deviceswhicharehelpfultotrackthevehicle
• ExampleOLA/ UBERoranytaxiapplication
• GPSdevices
• Activatethelocationsymbolofthemobilephone
• OpenGooglemaps
• Identifythelocationyouarepresent
• BarcodeScanners
• Example– scannersintheretailsupermarketatthetillwherebillingismade
Explain
• Theexcelworkbook
• Theiconsinexcel
• Excelribbon
• Menus
• Saving
• Printing
• CopyandPaste
• FillingColor
100
• Alignment
95
• UsingFormulae's
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Summary
• ExplainHealthandSafetyrequirementsfor the jobrole
• DescribeSafetyprocedures andSecurityrequirements,itsimportance
• Vehiclerequirements,itsinspectionandSafety requirements
• Safedriving conditions andtermstounderstand
• Evaluatingthe responsibility ofsafety
• Requirementsto follow parkinginstructions
• Initiating the skillsenhancementand itsrequirements
• Requirementsof communicationskillsand thinkingskills
• Narratethe computer skillsto be developed.
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Notes
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7. Employability&
EntrepreneurshipSkills
Unit 7.1 – PersonalStrengths &ValueSystems
Unit 7.2 – Digital Literacy: ARecap
Unit 7.3 – MoneyMatters
Unit 7.4 – Preparingfor Employment&Self Employment
Unit 7.5 – UnderstandingEntrepreneurship
Unit 7.6 – Preparingto bean Entrepreneur
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1. Definingtheobjectivesinthebeginningoftheunitssetsthemoodfortheunit. 95
3. Itisalsoawayofmakingparticipantstakeresponsibilityoftheirownlearningprocess.
4. Forthefacilitator,theobjectivesdecideadesignedpathtoprogressonsothatthelearningstaysalignedand 25
ontrack.
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5. Readtheobjectivesslowly,onebyone,andasktheparticipantstoexplainwhattheythinkitmeans.
6. Atthe endof the session,youcould againrevisit the objectives to find out fromthe participants about how
manyobjectives havebeenachieved.
Inordertoeffectivelyfacilitatethisworkshop:
1. YoumusthavethoroughknowledgeofthematerialintheParticipantHandbook,andbepreparedtoanswer
questions aboutit.
2. Youmayalsowishtoreadothermaterialtoenhanceyourknowledgeofthesubject.
3. Theremaybeissuesraisedwithwhichyouarenotabletodeal,eitherbecauseoflackoftimeorknowledge.
Youcaneither state that you will obtain answers and get backto the participants with the information.
Incasethequerycanbeturnedtoanassignmenttotheclass,doso.Youcanworkwiththetheparticipants
ontheassignement.
4. Youmusthaveavery clearunderstandingof whatthe participants wantto accomplishby the endof the
workshopandthemeanstoguidetheparticipants.
5. Asthe facilitator, it is your responsibility to makesure that all logistical arrangements are made for the
workshop. This may involve doing it yourself or confirming that someone else has made all necessary
arrangementsassociatedwiththeworkshop.Assumenothingandcheckeverythingbeforetheworkshop
begins.
6. Tobreakthe monotony andboredom during sessions,introduce mini breaksin the form of stretching
exercises,jokes,somegroupsongsorgames.
7. Invitediscussionfromtheparticipants.
8. Probetheparticipantsfurtherandleadthemtocometoaffirmativeconclusions.
9. Lettheparticipantsanswer.Noanswerisincorrect.
10. Askoneparticipanttowriteallthepointsonthewhiteboard.
11. Buildthesessionsfromtheanswersprovidedbytheclass.
12. Prepare for the sessionsin advancesothat the resourceslikeflipcharts, handouts,blank sheetsof paper,
markerpens,etc.canbekeptready.
13. Ensurethatresourceslikeboard,markers,dusteretc.isavailablebeforeyoursessionstarts.
Generalinstructionsforroleplaying:
1. Youarenotbeingaskedtobeanactorortoentertain.Thepurposeoftheroleplayistoprovideasituationin
whichyoucanpracticecertainskills.
2. Whenyoureadthebrief,trytoimagineyourselfinthesituationdescribedandbehaveinawayyoufeeltobe
natural– butbeconsciousof thefactthatyourrolemayrequireadifferentapproachfromthatwhichyou
mightnormallyuse.
3. You(andothers)maybenefitfromthechangeinapproachandbehaviour.Therefore,trytousetheapproach
youfeeltobemostappropriateforthecircumstancesdescribedinyourbrief.
4. Thebriefisjustthestartingpoint.Itsimplysetsthesceneandthetoneofsessionoractivity.Trynottokeep
referringtothebriefasthiswillaffectthespontaneityofthemeeting.Allowtheroleplaytodevelopasyou
think it might in real life and change your reactions in line with the behaviour and responses of others
involved.
5. Ifyoufindthatyouhavetoolittleinformationtoanswerquestionsortodescribewhathashappenedinthe 100
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UNIT7.1: PersonalStrengths&ValueSystems
KeyLearningOutcomes
Attheendofthisunit,participantswillbeableto:
1. Explainthemeaningofhealth
2. Listcommonhealthissues
3. Discusstipsto prevent commonhealthissues
4. Explainthe meaningof hygiene
5. Discussthe purpose of SwacchBharatAbhiyan
6. Explainthe meaningof habit
7. Discusswaysto setup asafework environment
7. Discusscriticalsafetyhabitsto befollowedbyemployees
9. Explainthe importance ofself-analysis
10. Discussmotivationwiththe help of Maslow’s Hierarchyof Needs
11. Discussthe meaningof achievementmotivation
12. Listthe characteristicsof entrepreneurs withachievementmotivation
13. List the different factors that motivateyou
14. Discuss the role of attitude in self-analysis
15. Discusshowto maintainapositiveattitude
16. Listyour strengthsandweaknesses
17. Discussthe qualitiesof honest people
18. Describethe importance of honesty in entrepreneurs
19. Discussthe elementsof astrong workethic
20. Discusshowto fosteragood workethic
21. Listthe characteristicsof highly creativepeople
22. Listthe characteristicsof highly innovativepeople
23. Discussthe benefitsof timemanagement
24. Listthe traitsof effectivetimemanagers
25. Describeeffectivetimemanagementtechnique
26. Discussthe importance of anger management
27. Describeangermanagementstrategies
28. Discusstipsfor angermanagement
29. Discussthe causesofstress
30. Discussthe symptomsofstress
31. Discusstipsfor stressmanagement 100
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UnitObjectives
Atthe endof thisunit, participants will beable to:
Explainthe meaningof health
Listcommonhealthissues
Discusstipsto prevent commonhealthissues
Explainthe meaningof hygiene
Discussthe purpose of SwachhBharatAbhiyan
Explainthe meaningof habit
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
What do youunderstandby the term “Health?”
Accordingto you, whoisahealthyperson?
Say
Discussthe meaningof healthandahealthy personasgiven in the ParticipantH
a
n
d
b
o
k
.
Ask
When did youvisit the doctor last?Wasit for youor for afamily m
m
er?
e
b
Say
Discussthecommonhealthissueslikecommoncold,allergiesetc.Refertothe ParticipantH
a
n
d
b
o
k
.
Letusdoasmallactivity.Iwillneedsomevolunteers.
RolePlay
Conduct asmall skit with volunteers from the class. Consider one of the villagers has been appointed asa
health representative of the village, what measures will you as a health representative suggest to the
commonvillagerstopreventcommonhealthissuesdiscussed.
Youwillneedatleast4volunteers(Narrator,HealthRepresentative,HeadoftheVillage,Doctor).
ExplainthehealthconcernsofthevillagetotheNarrator.TheNarratorwillbrieftheclassabouttheskit.
Givethegroupofvolunteers, 5minutestododiscuss.
Attheendof5minutes,askthegrouptopresenttheskittotheclassassumingthemasthevillagers. 100
Theclasscanaskquestionstothegroupasacommonvillager. 95
Summarize 75
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Say
Letusnowseehowmanyof thesehealthstandardswefollow in our daily life.
Activity
HealthStandardChecklistfrom the ParticipantH
a
n
d
b
o
k
.
Ask
Howmanyof youthinkthat youarehealthy? Howmanyof youfollow healthyh
a
b
its
?
Say
Let'sdoanexercisetofindouthowhealthyyouare.
Openyour ParticipantHandbooksection‘Health, Habits,Hygiene:What isHealth?’, andreadthrough th
e
healthstandardsgiven.
Tickthepointswhichyouthinkaretrueforyou.
Trytobeashonestaspossibleasthistestisforyourownlearning.
Do
EnsurethatalltheparticipantshaveopenedtherightpageintheParticipantH
a
n
d
b
o
k
.
Readaloudthepointsfortheparticipantsandexplainifrequired.
Givethem5minutestodotheexercise.
Attheendof5minutes,asktheparticipantstocheckhowmanytickshavetheygot.
Summarize
Tellthemthattheyneedtofollowallthetipsgiveninthischecklistregularlyinordertoremainhealthyandfit.
Ask
Discuss:
Isit necessaryto practicepersonalhygiene everyday?Why?
Howdoesaperson feel whenthey do not practicegood personalhygiene?Why?
Cangoodpersonalhygiene helpapersonfeelgoodabouthis/her self?How?
Say
Discussthe meaningof hygiene asgiven in the ParticipantH
a
n
d
b
o
k
.
Activity
HealthStandardChecklist: Hygiene
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Say
Let'sdoanexercisetofindoutifwemaintaingoodhygienehabitsornot.
OpentheParticipantHandbookandreadthroughtheHealthStandardchecklistgiven.
Tickthepointswhichyouthinkaretrueforyou.
Trytobeashonestaspossibleasthistestisforyourownlearning.
Do
EnsurethatalltheparticipantshaveopenedtherightpageintheParticipantHandbook.
Readaloudthepointsfortheparticipantsandexplainifrequired.
Givethem5minutestodotheexercise..
Attheendof5minutes,asktheparticipantstocheckhowmanytickshavetheygot.
Askthemtocalculatetheirscore.
TellthemwhateachscoreindicatesbyreadingaloudwhathasbeenmentionedintheParticipantH
a
n
d
b
o
k
.
Ask
Howmanyof youhaveheardabout “SwachhBharatAbhiyan”?
Canyoutell the classwhatit isabout?
Summarize
Tellthemabout SwachhBharatAbhiyan asgiven in the ParticipantHandbookand requestthemto
take apledgetokeepourcountryclean.
Ask
What isah
a
b
it?
Say
Discusssomegood habitswhichcanbecomeawayof life.
Summarize
Tellthemabout good andbadhabitsandthe reasonsto makegood habitsawayof life.
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FacilitatorGuide
UNIT7.1.2:Safety
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discusswaysto setup asafework environment
Discusscriticalsafetyhabitsto befollowedbyemployees
Resourcesto beUsed
ParticipantHandbook
Safetysignsand symbols
Safety equipments
Blankpapers
Pens
Say
Therearemanycommonsafetyhazardspresentin mostworkplacesatonetimeor another. Theyin
c
lu
d
eunsafe
conditionsthatcancauseinjury,illnessanddeath.
SafetyHazardsinclude:
Spillsonfloorsortrippinghazards,suchasblockedaislesorcordsrunningacrossthefloor.
Workingfromheights,includingladders,scaffolds,roofs,oranyraisedworkarea.
Unguarded machineryand movingmachineryparts; guardsremoved or movingpartsthat aworkercan
accidentallytouch.
Electricalhazardslikecords,missinggroundpins,improperwiring.
Machinery-relatedhazards(lockout/tagout,boilersafety,forklifts,etc.)
TeamActivity
SafetyHazards
Therearetwopartstothisactivity.
Firstpartwillcoverthepotentialsafetyhazardsatworkplace.
Secondpartwillcoverafewsafetysigns,symbolsandequipmentsatworkplace.
Usethisformatforthefirstpartoftheactivity.
PART 1
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Say
Let's understand it better with the help of an activity. Youwill be given ahandout within your groups. You
haveto think about the possiblehazardsof your workplace, whatdamagethesehazardscouldcause and
aboutthecorrectiveaction.
Do
Dividetheclassintofivetosixgroupsoffourparticipantseach.
Puttheformatontheboardfortheactivity.
Giveblankpapersandpenstoeachgroup.
Thegroupisexpectedtothinkanddiscussthepotentialsafetyhazardsintheworkplace.
Askthegrouptodiscussandfilltheformatusingtheblanksheet.
Givethegroups5minutesfortheactivity.
Forthesecondpartoftheactivity,showtheclasssomepicturesofsafetysigns,symbolsandequipments.
Nowtheywillputdownafewsafetysymbols,signsorequipmentagainstthesafetyhazardsidentified.
Givethem5to10minutestodiscussanddraw/noteit.
Attheendof10minutesthegroupswillpresenttheiranswerstotheclass.
Say
Now,let'sdiscusstheanswerswiththeclass.
Allthegroupswillbrieflypresenttheiranswers.
Do
Asktheaudiencetoapplaudforthegrouppresentation.
Askde-briefquestionstocullouttheinformationfromeachgroup.
Keepacheckontime.
Tellthegrouptowindupthediscussionquicklyiftheygobeyondthegiventimelimit.
Ask
De-briefing
What did youlearn from the exercise?
Asanentrepreneur,isit important to ensure the safetyof your employeesfrom possible hazards?Why?
Summarize
Asktheparticipantswhattheyhavelearntsofar.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Closethe discussionby summarizingthe tipsto designasafeworkplaceand non-negotiable employeesafety
habits. 100
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Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Old newspapers
Blankpapers
Pencils/pens
Activity
Thisisapaper pencilactivity.
What arethe three sentencesthat describeyouthe best?
Do
Writethethreequestionsontheboard/flipchartbeforethesessionbegins.
Giveplainpapersandpencils/penstoeachparticipant.
Tellparticipantstowritetheanswerforthethreequestionsonthepaper.
Tellthemthepurposeofthisactivityisnottojudgeanyonebuttounderstandmoreaboutself.
Say
Discuss the conceptof SelfAnalysisandmotivationwithreference to Maslow'sHierarchyof Needsa
s
discussed 100
intheParticipantHandbook.
95
TeamActivity 75
Towerbuilding
Eachgroup whichwill createtowerusingthe old newspapers. 25
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Do
Dividetheclassintogroups.
Givethem someoldnewspapers.
Thetaskistocreateatoweroutofthenewspapers.
Thegroupwhichwillcreatethehighesttowerstandingonitsownwillbeconsideredthewinninggroup.
Groupscanuseasmanynewspapersastheywanttoandinanywaytheywant.
Ask
What did the winninggroup dodifferently?
If youweregiven achance,howwouldyou havemadethe towerdifferently?
Howdid you feel while makingthetower?
Did youfeel motivated?
Say
Discussthe conceptof achievementmotivationandcharacteristicsof entrepreneurs withachievement
motivationasdiscussedintheParticipantHandbook.
Ask
Isyour attitude positiveor negative?
Say
Letmetell youastory :
It'sLittleThingsthatMakeaBigDifference.
Therewasamantakingamorningwalkatthebeach.Hesawthatalongwiththemorningtidecamehundredsof
starfishandwhenthetidereceded,theywereleft behindandwiththemorningsunrays,theywoulddie. The
tidewasfreshandthestarfishwerealive.Themantookafewsteps,pickedoneandthrewitintothewater.He
did that repeatedly. Rightbehind him there wasanother person whocouldn't understand whatthis manwas
doing.Hecaughtupwithhimandasked,“Whatareyoudoing?Therearehundredsof starfish.Howmanycan
youhelp?Whatdifferencedoesit make?”Thismandidnotreply,tooktwomoresteps,pickedupanotherone,
threwitintothewater,andsaid,“Itmakesadifferencetothisone.”Whatdifferencearewemaking?Bigorsmall,
itdoesnotmatter.Ifeveryonemadeasmalldifference,we'dendupwithabigdifference,wouldn'twe?
Ask
What did youlearn from this story?
Activity
WhatMotivatesYou?
Thisisanindividualactivity.
ItisanexercisegivenintheParticipantH
a
n
d
b
o
k
. 100
Do
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FacilitatorGuide
Say
Discussthe conceptof attitude andhowto cultivateapositiveattitude asdiscussedin the Participant
Handbook.
Summarize
Closethe discussionby summarizinghowself-analysis, knowledgeabout whatmotivatesyouand your
positiveattitudecanhelpinyourbusinessaswellinlife.
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UNIT7.1.4: Honesty&WorkEthics
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe qualitiesof honest people
Describethe importance of honesty in entrepreneurs
Discussthe elementsof astrong workethic
Discusshowto fosteragood workethic
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
What do youunderstandbyhonesty?
Whyisit important for entrepreneurs to be honest?
Doyouremember anyincidentwhereyour honesty helpedyouingaining confidence?
Doyouremember anyincident wheresomeonelost businessduetodishonesty?
Say
Talk about honesty, qualities of an honest person, and the importance of honesty in entrepreneurs a
s
discussedintheParticipantHandbook.
“Let's understand it better with the help of somecasescenarios. Youwill be givensomecaseswithin your
groups. You have to analyse the case scenario that has been given to you and then find an appropriate
solutiontotheproblem.
Keepyourdiscussionfocussedaroundthefollowing:
What wentwrong?
Who wasatfault?
Whomdiditimpact-thecustomerorthebusinessman?
Howwoulditimpactthebusinessimmediately?Whatwouldbethelongtermimpact?
Whatcould bedone?
Whatdidyoulearnfromtheexercise?
Do
Dividetheclassintofourgroupsofmaximumsixparticipantsdependingonthebatchsize.
Giveonecasestudytoeachgroup.
Instructthemtoreadthecasecarefully.
100
Putdownthede-briefquestionsontheboardandaskthegroupstofocustheirdiscussionaroundthesequestions.
Thegroupisexpectedtoanalyseanddiscussthecaseamongstthemandfindasolutiontothegivenproblem.
95
Givetheclass5-10minutestodiscussthecaseandnotedowntheirsolutions. 75
Atthe endof 10minutes the teamshould presenttheir casesolution to the class.Thepresentation canbea
narrationoraroleplay.
Askthe group to selectagroup leader for their group. Thegroup leader to discussand assignrolesto th
e 25
groupmembersforthepresentation. 5
0
99
FacilitatorGuide
TeamActivity
Case StudyAnalysis
Scenario1
AakashhasasmallmobileretailsalesandrepairshopinAllahabad.Hehasoneofthemostpopularoutlets
andhasgreatrapportwithhiscustomers.
It'saround11AMwhenacustomerbargesintotheshopandstartsshoutingatAakashforgivingherafaulty
instrument.Thescreenofhermobileiscrackedfromoneside.Aakashrememberedthoroughlycheckingthe
handsetbeforehandingit overtothecustomer.ThecustomerthreatenstosuehimandtogotoConsumer
Court for cheating her. Now,the problem occurred somewhere outside the shop but asother customers
were listening to the conversation, it might impact his business. Thesituation needs to be managed very
sensitively.WhatwouldyoudoifyouwereinAakash'splace?
Scenario2
RajnidoesbeautifulPhulkariembroideryonsuitsandsarees.Shehasasmallhome-basedbusiness.Shehas
ahugelistofcustomersonFacebookandWhatsAppwhogiveherordersregularly.Smitaisoneofheroldand
regular customers. As her sister-in-law's weddingwas around the corner, Smita wanted to buy few
handcraftedPhulkariduppatta.SheplacedanorderforthreeduppattasviaWhatsAppandrequestedRajni
tosendthemassoonaspossible.WhentheparcelreachedSmitathroughcouriershefoundthatoutofthe
threeduppatas,onlyonewashandembroideredandtheothertwohadmachineembroideryonthem.Even
the length and the quality of the material wasnot asdesired. Smita washeartbroken. It wasacomplete
wasteofmoneyandmoreovershecouldn'twearwhatshehadplannedtoduringtheweddingfunctions.She
sentamessagetoRajnionWhatsApp,expressingherangeranddisappointment.
Smitahasalso sent afeedback and expressed her disappointment on the social media…this will directly
affectRajni'sbusiness.WhatwouldyoudoifyouwereinRajni'splace?
Scenario3
Shankarisatattooartistwhohasasmalltattooshowroominabig,reputedmallinNewDelhi. MrSakshamhad
anappointmentfortoday,at11:00ambuthereachedat11:50am.Meanwhile,Shankarhadtoreschedulehis
nextappointment.AfteravailingShankar'sservices,MrSakshamstartedyellinginanabusivelanguage,refusing
topaytherequisiteamount,andfindingfaultsintheservicesprovidedbyhim.Whowasatfaultinthiscase?
WhatshouldShankardo?ShouldheconfrontSakshamorgiveintothedemandsoftheclient?
Scenario4
Shailenderisanonline clothresellerwhodoesbusinessthrough socialnetworkingsitessuchasFacebook
andWhatsApp.PriyankamadeonlinepaymentforadresstoShailander.Butshedidnotreceivethedressfor
amonth.Whensheaskedforacancellation,Shailanderstartedmisleadingher.Foralmost45days,hekept
promising her that he will pay the amount today, tomorrow, day after etc. Even after repeated calls and
messageswhenshedidnotreceivethepaymentorthedress,shedecidedtowriteapostagainsthimona
popular social media platform. Asaresult, Shailender lost lots of customers and his flourishing business
facedamajorcrisis.Howcouldthissituationhavebeenmanaged?
Say
100
Now,let'sdiscusstheproblemandsolutionwiththelargergroup.
Thegroupwillfirstbrieflydescribethecasetotheclass. 95
Thendiscusstheissueidentifiedandtheproposedsolution. 75
Oncethepresentationisover,theclasscanasktheirquestions.
25
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Do
Congratulateeachgroupforthegrouppresentation.
Asktheaudiencetoapplaudforthem.
Askde-briefquestionstocullouttheinformationfromeachgroup.
Keepacheckontime.Tellthegrouptowindupthediscussionquicklyiftheygobeyondthegiventimelimit.
Summarize
Asktheparticipantswhattheyhavelearntfromtheexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Closethediscussionbysummarizingtheimportanceofhonestyandworkethicsforentrepreneurs.
100
95
75
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Chartpapers
Markerpens
Ask
Youmustbeawareof the term 'Ragsto riches' andheardstoriesrelated to theterm.
What do thesestories tellus?
What wassospecialabout thesepeople?
Say
Let'shavealookatthesestories.
TherearesomeinspiringstoriesaboutpeoplewhichIwouldliketosharewithyou.
Narratethesestoriestotheclass.
A.P.J. AbdulKalam
Who hasnot heardof A.P.J.Abdul Kalam:AvulPakirJainulabdeenAbdul Kalamhailedfromaveryhumble
background.Hisfatherwasaboatowner.Tohelphisfamily,Kalamwouldworkasanewspapervendor.With
limitedresources,hegraduatedinPhysicsandstudiedaerospaceengineering.HewasinstrumentalinIndia's
steptowardsnuclearenergy.In2002,hebecamethe11thPresidentofIndia.
Waterfilter/purifieratsource
Twoyoung boysstudyingin classes4and 5, from LingzyaJuniorHighSchool,Sikkimdesignedasimple
innovativelowcostwaterpurifier.
Inspirationbehindtheidea:Mostpeopletodayprefertouseawaterfilter/purifierattheirhome.
Boththechildrenhavegivenideatohavefilter/purifieratthesourceofwatersothateveryonehasaccessto
cleanwaterwithouthavingtomakeaninvestmentinpurchasingafilter/purifier.
Soring'sideaisto haveacentralised purification systematthe point of distribution likewatertankwhile
Subash'sideaistohavesuchpurifiersattachedtopublictaps.
Source: http://www.rediff.com/getahead/report/achievers-top-31-amazing-innovations-from-young-
indians/20151208.htm
100
Solarseeder 95
whichcanundertakeplantationfordifferentsizeofseedsatvariabledepthandspacebetweentwoseeds.
Source:http://www.rediff.com/getahead/report/achievers-top-31-amazing-innovations-from-young- 25
indians/20151208.htm
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Loomsforphysicallychallenged
Nowthisisreally inspiring of twosisters, ElakkiyaaClass6studentand Pavithra aClass9student of SRC
MemorialMatriculation,Erode,TamilNadu.
Thetwosistershavecomeup withloom for lower limbedphysicallychallenged.In their loom they have
replacedthepedaloperatedsystemwithamotorandagearboxattachedtoapulleymechanism.
Source: http://www.rediff.com/getahead/report/achievers-top-31-amazing-innovations-from-young-
indians/20151208.htm
Ask
If they can,whycan'tyou?
Discussconceptsrelated to 'CreativityandInnovation' withthe participants asgiven in the Participant
Handbook.
Say
Recallthestoriesonmotivation.
Whatistheinnerdrivethatmotivatespeopletosucceed?
Let'slearnmoreaboutsuchcreativeandinnovativeentrepreneurswiththehelpofanactivity.
TeamActivity
Thisisagroupactivity.
Thinkofanyonefamousentrepreneurandwriteafewlinesabouthimorher.
ActivityDe-brief
Whydidyouchoosethisparticularentrepreneur?
Whatishis/herbrandname?
Whatcreativitydoeshe/shepossess?
Whatwasinnovativeabouttheirideas?
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4or6dependingonthebatchsize.
Giveeachgroupachartpaper.
Telltheparticipantstheyhavetowriteafewlinesaboutanyonefamousentrepreneur.
Givetheparticipants10minutestodiscussandwrite.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Askeachgrouptoreadoutwhattheyhavewritten. 100
Askthe de-briefquestions. 95
75
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FacilitatorGuide
Summarize
Summarizetheunitbyaskingparticipantsiftheyknowofsomepeoplewhoarehighlycreativeandinnovative
in theirapproach.
Askthemtosharesomeexperiencesaboutthesepeoplewiththeclass.
Notesfor Facilitation
Sourcefor stories on innovations:
http://www.rediff.com/getahead/report/achievers-top-31-amazing-innovations-from-young-
indians/20151208.htm
100
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UNIT7.1.6: TimeManagement
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe benefitsof timemanagement
Listthe traitsof effectivetimemanagers
Describeeffectivetimemanagementtechniques
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Does this sound like you?
I cannevergetenough timeto finish whatI amdoingin aday.
I havesomanythingsto do that I getconfused.
I wantto gofor awalkand exercise,but I justdo not havethe time.
I hadsomuchto do, soI could not deliver that order on time.
I wouldlove to start mydreambusiness; but, I justdo not havethe tim
e.
Example Example
Example1:
Ankitaworksfromhomeasafreelancewriter.Shesaysshecaneasilyputin8hoursof dedicatedworkina
day. Becauseshe worksfrom home, she savesmoney on travel and has acomfortable work routine. But
thereisachallengeandit isdistraction.Assheworksfromhome,shecaneasilyjustgetupandsitdownon
thesofatowatchTV,wastingvaluabletime.Shemayhavechorestodo,errandstorunandbillstopay.She
endsupworkingonlytwotothreehoursadayandtheresultis,herworkgetspiledup.Sheisunabletotake
onmoreworkduetothis.Eventhoughherqualityofworkisappreciatedherclientsarenotveryhappyabout
thedelayinsubmission.
Example2:
Javedhasstartedasuccessfulonlinesellingcompanyfromhomeandmakesagoodlivingfromhissales.He
hassetupasmallofficespaceinhislivingroom.Asbothhisparentsareworkingfull-time,healsohastherole
oftakingcareofhistwoyoungersiblings.Healmostspendshalf ofhisdaywiththeyoungerkids.Hedoesnot
minditbutitmeanstakingtimeawayfromthework.Heisstillabletomanagehisonlinebusinesswiththese
commitments.Hewantstospendsomemorededicatedhourssoastoincreasehisprofits.Healsowantsto
lookintonewbusinessavenues.Whatshould hebedoing.
100
Ask 95
Doesthishappen withyoutoo? 75
0
105
FacilitatorGuide
Activity
Conductagroupdiscussionbasedontheaboveexamples.
Directthediscussiononhowtoprioritizeworkandmanagetimeeffectively.
Say
Timemanagementisnotonlyabouthowhardyouworkbutalsoabouthowsmartyouwork.
Discuss“WhatisTimeManagement”withtheparticipantsasgivenintheParticipantH
a
n
d
b
o
k
.
Ask
Whyisit important to managetime? Howdoesit help?
What happenswhenyoudon't manageyour timeeffectively?
Doyou find it difficult to prioritize your work?
Say
DiscussthebenefitsoftimemanagementgivenintheParticipantH
a
n
d
b
o
k
.
Let'slearneffectivetimemanagementwiththehelpofanactivity.
Activity
Effective TimeManagement
Thisactivityhastwop
a
rts
:
PART1 TO-
DOLIST
Youhaveto makeato-dolist.
Listalloftheactivities/tasksthatyouhavetodo.
Trytoincludeeverythingthattakesupyourtime,howeverunimportantitmaybe.
Iftheyarelargetasks,breakthemintoactionsteps,andwritethisdownwiththelargertask.
Youcanmakeonelistforallyourtasksorhaveseparateto-dolistsforpersonalandprofessionaltasks.
PART2 URGENT-
IMPORTANT GRID
Youhavetomakeagridasshownontheboardhere..
Thisgridhasfourboxes.Asyoucansee,eachboxhasadifferentheading.
Attheheartoftheurgent-importantgrid,arethesetwoquestions:
Isthistaskimportant?
Isthistaskurgent?
Now,youhaveto thinkabout eachactivity that youhavewrittenin your to-do list andput it into oneof th
e 100
fourcategories. 95
Whatdothesecategoriesdepict?
75
Category 1:Urgent/Important
Thiscategoryisforthehighestprioritytasks.Theyneedtogetdonenow.
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Category2:NotUrgent/Important
Thisiswhereyouwanttospendmostofyourtime.
Thiscategoryallowsyoutoworkonsomethingimportantandhavethetimetodoitproperly.
Thiswillhelpyouproducehighqualityworkinanefficientmanner.
Thetasksin thiscategoryareprobablythe mostneglectedones,but alsothe mostcrucialonesfor
success.
Thetasksin thiscategorycaninclude strategicthinking, deciding on goalsor general direction a
n
d
planning– allvitalpartsofrunningasuccessfulbusiness.
Category3:Urgent/NotImportant
Thisiswhereyouarebusybutnotproductive.Thesetasksareoftenmistakentobeimportant,when
they're mostoftenbusywork.
Urgentbutnotimportanttasksarethingsthatpreventyoufromachievingyourgoals.
However,somemaybeactivitiesthatotherpeoplewantyoutodo.
Category4:NotImportantandNot Urgent
Thiscategorydoesn't really include tasks,but rather habitsthat provide comfort,and arefuge from
beingdisciplinedandrigorouswithyourtimemanagement.
Somemaybeactivitiesthatotherpeoplewantyoutodo.
Thesemightincludeunplannedleisureactivitiesaswell.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
100
13. 95
14. 75
15.
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FacilitatorGuide
URGENT-IMPORTANT GRID
Projectdeadlines Buildingrelationship
Crisis Personal commitments
1 2
3 4
Interruptions Internet s
u
rfin
g
Phone calls/E-mails Socialmedia
Other people'sminor d
m
e
s
d
n
a WatchingTV
URGENT/ NOT IMPORTANT NOT URGENT/ NOT IMPORTANT
1 2
3 4
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Do
Putdowntheformatsfortheto-dolistandtheurgent/importantgridontheboard.
Instructtheparticipantstopreparetheirto-dolistfirst.
Givetheparticipants10minutestopreparethelist.
Oncedone,instructthemtodividethetasksinto-dolistintothefourcategories.
Explainthefourcategoriestotheparticipantsgivingexamplesspecifictotheircontext.
Asyouexplainthecategoriesfillthegridwiththetypeoftasks.
Givetheparticipants40minutestofillthegrid.
Thenexplainhowtobalancethetasksbetweenthefourcategories.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Say
Activity De-brief:
How can we balance tasks between the four categories?
How to manage time through this grid?
Category 1:Urgent/Important
Trytokeepasfewtasksaspossiblehere,withtheaimtoeliminate.
Ifyouspendtoomuchofyourtimeinthiscategory,youareworkingsolelyasatroubleshooter,andnever
findingtimetoworkonlonger-termplans.
Category2:Not Urgent/Important
Planthesetaskscarefullyandefficientlyastheyaremostcrucialonesforsuccess.
Ifnecessary,alsoplanwhereyouwilldothesetasks,sothatyou'refreefrominterruptions.
Includestrategicthinking,decidingongoalsorgeneraldirectionandplanninginyourplanningprocess.
Category3:Urgent/NotImportant
Askyourselfwhetheryoucanrescheduleordelegatethem.
Acommonsourceof suchactivitiesisother people. Sometimesit's appropriateto say"no" to people
politely,ortoencouragethemtosolvetheproblemthemselves.
Category4:Not ImportantandNot Urgent
Youalsowanttominimizethetasksthatyouhaveinthiscategory.
Theseactivitiesarejustadistraction– avoidthemifpossible.
Youcansimplyignoreorcancelmanyofthem.
Politelysay"no"toworkassignedbyothers,ifyoucan,andexplainwhyyoucannotdoit.
Scheduleyourleisureactivitiescarefullysothattheydon'thaveanimpactonotherimportanttasks.
Discussthe traitsof effectivetimemanagersand effectivetimemanagement techniquesasgivenin th
e
ParticipantHandbook.
Summarize 100
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FacilitatorGuide
Notesfor Facilitation
Hereisashort story. Youcanconcludethe sessionnarratingthe story. Tomakeit moreinteresting you can
performthedemonstrationdescribedanddiscusstheshortstory.
Onedayanexpertintimemanagementwasspeakingtoagroupof students.Ashestoodinfrontof the
group,hepulledoutalargewide-mouthedglassjarandsetit onthetableinfrontof him.Thenhetook
outabagof aboutadozenrocksandplacedthem,oneatatime,intothejar.Whenthejarwasfilledto
thetopandnomorerockswouldfit inside,heasked,"Isthisjarfull?" Everyoneintheclasssaid,"Yes."
Thenhesaid,"Really?"
Hereachedunderthetableandpulledoutabucketofgravel(smallstones).Hedumpedsomegravelin
andshookthejarcausingpiecesof graveltoworkthemselvesdownintothespacebetweentherocks.
Then he asked the group once more, "Is the jar full?" By this time, the class began to understand.
"Probablynot,"oneofthemanswered."Good!"hereplied.
Hereachedunderthetableandbroughtoutabucketofsand.Hestarteddumpingthesandinthejarand
itwentintoallofthespacesleftbetweentherocksandthegravel.Oncemoreheaskedthequestion,"Is
thisjar full?" No!" the classshouted.Onceagainhesaid, "Good." Thenhegrabbedajug of waterand
begantopouritinuntilthejarwasfilledtothebrim.Thenhelookedattheclassandasked,"Whatisthe
pointofthisillustration?“Onestudentraisedhishandandsaid,“Nomatterhowfull yourscheduleis,if
youtryreallyhardyoucanalwaysfit somemorethingsinit!" "No,"thespeakerreplied,"that'snotthe
point.Thetruththisillustrationteachesusis:Ifyoudon'tputthebigrocksinfirst,you'llnevergetthemin
atall."Whatarethe'bigrocks'inyourlife?Yourchildren;yourlovedones;youreducation;yourdreams;
aworthycause;teachingormentoringothers;doingthingsthatyoulove;timeforyourself;yourhealth;
yourmate(or significantother).RemembertoputtheseBIGROCKSinfirstoryou'llnevergettheminat
all.Ifyousweataboutthelittlestuff(thegravel,sand,andwater)thenyou'llfillyourlifewithlittlethings
youworryaboutthatdon't reallymatter,andyou'll neverhavethetimeyouneedtospendonthebig,
importantstuff(thebigrocks).
Endthestorywiththeselines…
So,tonight, or in the morning tomorrow,whenyouarereflectingon thisshortstory, askyourselfthis
question: Whatarethe'bigrocks'inmylife?Then,putthoseinyourjarfirst
100
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UNIT7.1.7: AngerManagement
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe importance of angermanagement
Describeangermanagementstrategies
Discusstipsfor angermanagement
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
What isanger? Isangergood or bad?
Isangernormalor anabnormal behaviour? Howcanangerharmyou?
Whyisit important for entrepreneurs to managetheiranger?
Say
Talkabout angerandthe importance of angermanagement in entrepreneurs asdiscussedin the Participant
Handbook.
Letusdoasmallactivity.Thisisanindividualactivity.
Thinkoftheincidentsandsituationsthatangeredyouandhurtyou.
Do
Instructthemtonotedownthesesituationsunderdifferentcategories(asgivenintheActivity).
Givetheclass3-5minutestothinkandnotedowntheiranswers.
Attheendof5minutes,asksomeparticipantstovolunteerandpresenttheiranswers.
Theycanalsosharethesesituations withtheir fellowparticipants if they do not wishto shareit withth
e
entire
class.
Activity
Doyourememberanyincidentwhichhash
u
rt
youphysically
youmentally
yourcareer
yourrelationships.
100
Ask 95
Doyouevergetangry? 75
Whatarethethingsthatmakeyouangry?
Doyourememberanyincidentwhereyourangermanagementhelpedyouinmaintaininghealthyrelationship?
Doyouremember anyincident wheresomeonelost business/ friend/ relationship dueto temper
25
(anger)? 5
0
111
FacilitatorGuide
Say
Thereareafewstrategieswhichcanhelp in controllingyour anger.Let'sdo anactivity to understandth
e
anger
managementprocessbetter.
Thisisanindividualactivity.
Thinkoftheincidents/situationswhichtriggeryouranger(thecause).
Thenthinkwhathappenedasaresultofyouranger(theeffect).
Youneedtocomeupwithsometechniquestomanageyouranger.
Do
Givetheclasstheangertriggers(thecause)aslistedintheactivity.
Putdownthe activity format(Anger Triggers,Resultof your Anger,AngerManagementTechniques) on th
e
boardandinstructtheclasstowritetheanswersunderdifferentcategories.
Givetheclass3-5minutestothinkandnotedowntheiranswers.
Attheendof5minutes,asktheparticipantswhowishtovolunteerandpresenttheiranswers.
Activity
TriggerpointsandAngerManagementTechniquesActivity
Anger Triggers
Listof triggersthat makeyouangry:
Someonedoesn't agreewithyou.
100
95
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Say
Now,let'sdiscusstheproblemsandsolutionwithall.
Theindividualwillfirstbrieflydescribetriggerpointstotheclass.
Thendiscussthe resultof the anger.Other participants arerequested to remainquiet whileoneismakingth
e
presentation.
Postpresentation,otherparticipantsmayaskquestions.
Do
Congratulateeachindividualforsharingtheirpoints.
Asktheaudiencetoapplaudforthem.
Askde-briefquestionsafterthepresentationtotheclass.
Keepacheckon the time. Askthe participants to windup the activity quickly if they gobeyondthe given tim
e
limit.
Ask
De-briefquestions:
Inthesituationdescribedbythepresenter,whowasatfault?
Howcouldyouhavehandledthissituationalternatively?
Summarize
Closethediscussionbysummarizingthestrategiesandtipsofangermanagementforentrepreneurs.
Asktheparticipantswhathavetheylearntfromthisexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Encouragetheparticipantstoshareinformationaboutthemwhilepresentingthesituationstothec
la
s. 95
KeeptheformatoftheActivitypreparedinachartpapersothatitcanbedisplayedduringthesession. 75
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Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Youarewaitingin the reception for aninterviewor avery important meeting, suddenly your legsareshaky,
yourhandsarecold,youarefeelingnervous.Haveyoueverbeeninthiskindofsituation?
Haveyouhaddayswhenyouhadtroublesleeping?
Haveyoueverbeensoworriedaboutsomethingthatyouendedupwithaterribleheadache?
Say
You'veprobablyheardpeople say,I'm really stressedout" or "Thisismakingmetotally
stressed."
Ask
Whatdoyouunderstandbystress?
What givesyoustress?
Howdoyoufeelwhenyouarestressedorwhatarethesymptomsofstress?
Howcanstressharmyou?
Whyisitimportantforentrepreneurstomanagestress?
Say
Whenwefeeloverloadedorunsureofourabilitytodealwithcertainchallenges,wefeelstressed.
Discussabout stress,causesof stress,and symptomsof stressasdiscussedin the ParticipantH
a
n
d
b
o
k
. Let's
understandthe causesof stressandhowto dealwiththemwiththe help of somecasescenarios. You
willbegivensomecases.
Youhavetoanalysethecasescenarioandthenfindanappropriatesolutiontotheproblem.
Thiswillbeagroupactivity.
Do 100
Dividetheclassintofourgroupsof5-6participants(dependingonthebatchsize). 95
Assignonecasescenariotoeachgroup. 75
Instructthemtoreadthecasecarefully.
Thegroupisexpectedtoanalyseanddiscussthecaseamongstthemandfindasolutiontothegivenproblem.
25
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questions: 5
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Whatwas/werethecause(s)ofstress?
Wasthestressavoidableormanageableunderthegivencircumstances?
Ifyes,howdoyouthinkthatthestresscouldbeavoided(managed)?
Ifno,thenwhynot?
Givetheclass10-12minutestodiscussthecaseandnotedowntheirsolutions.
Attheendof12minutes,theteamshouldpresenttheircasesolutiontothelargergroup.
Askthegrouptoselectagroupleaderfortheirgroup.
Thegroupleadertodiscussandassignrolestothegroupmembersforthepresentation.
TeamActivity
Case Study Analysis
Scenario1
Akash'salarmdoesn'tgooffandhegetslategettingoutofthehouse.Hehitstrafficandendsup15minutes
latetowork,whichhisbossnotices.Hegetstohisdeskandfindshehastocomplete2reportsinnextone
hour.Justwhenheisabouttobeginwork,amessagepopsup“Teleconwiththeclientbeginsin10minutes.
Pleasebeintheconferenceroomin5minutes.”
Hisisnotpreparedforthecall.Heisstressed.Hedoesnotwanttospeaktohisbossaboutthis.Heisstressed,
feelinguncomfortableandsick.Notinapositiontoattendthecallorfinishthereportsontime.
Scenario2
Whilepayinghisoverduebills,Rahulrealisedthatit'sthemiddleofthemonthandhehasonlyRs500leftin
hisaccount.Hehasalreadyaskedallof hisfriends,andfamilyforloans,whichhehasn'tpaidbackyet.Heis
still contemplatingover theissuewhenhisphonerings. Hissister'sbirthday isduenextweekandshehas
seenabeautifuldresswhichshewantstobuybutcannottelltheparentsasitisabitexpensive.Shewishesif
Rahulcouldbuythedressforher.Rahulhaspromisedtobuyherthedressforherbirthday.
Rahulisstressed,doesnotunderstandwhatto do. Heisunableto concentrateonhisworkandunableto
completethetasksassigned.Histeamleaderhasalreadywarnedhimofthedelay.
Scenario3
Sheelacallsthecablecompanyasshehasunknownchargesonherbill.Shehastogothroughtheautomated
voicemail menuthree timesandstill can't getthrough to acustomercareexecutive.After 15minutesof
repeatedefforts,hercallisanswered.Sheexplainstheentireissuetothecustomercareexecutivebutbefore
thepersoncouldsuggestawayout,thecalldrops.
NowSheelahastocallbackandrepeatthewholeprocessalloveragainwithanewcustomercareexecutive.
Sheisveryangryandcallsagainbutcannotconnectthistime.
Shehasto leaveto office soshedecidesto callfromoffice andcheck.When sheconnectsthistimesheis
angryandargueswiththeexecutiveonthecall.Allherco-workersaroundarelookingatherashervolume
hassuddenlyincreased.Shebangsthephoneandendsthecall.
Her co-worker Neelam enquires what has happened to her. She ignores her and just walks off. She has
becomeirritableandherbehaviourandtonewithotherco-workersisnotacceptable. 100
95
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FacilitatorGuide
Scenario4
ArpitisayoungentrepreneurwhostarteddoingbusinessthroughFacebookfewweeksback.Hehadalways
been into a job. Although Arpit has very few financial liabilities, it wasn't an easy decision to leave a
comfortablejobatonceandlookfornewerpastures.Arpit'sbosswarnedhimoftheconsequencesandthe
challengesofstartingabusinesswhennobodyeverinhisfamilyhadbeeninbusiness.
Hehasnot been able to get agood deal till now. Thisis animportant life shift for him whichcomeswith
unknownvariables.Arpitisnervousandiswonderingif hehaswhatit takestofulfill therequirementofhis
newrole,orthenewexperienceshe'slikelytoface.
Ask
De-briefquestions:
Whatwas/werethecause(s)ofstress?
Wasthestressavoidableormanageableunderthegivencircumstances?
Ifyes,howdoyouthinkthatthestresscouldbeavoided(managed)?
Ifno,thenwhynot?
Say
Now,let'sdiscusstheproblemandsolutionwiththelargergroup.
Thegroupwillfirstbrieflydescribethecasetotheclass.
Thendiscusstheissueidentifiedandtheproposedsolution.
Postpresentation,theothergroupsmayaskquestionstothegroupthathaspresented.
Do
Congratulateeachgroupforsharingtheirpoints.
Asktheaudiencetoapplaudforthem.
Askde-briefquestionstocullouttheinformationfromeachgroup.
Keepacheckontime.Tellparticipantstowindupthediscussionquicklyiftheygobeyondthegiventimelimit.
Say
Whileitiscommonandnormaltofeelsometension.Thisfeelingnervousandtensedcaninterferewithyour
thinkingprocessandcanhaveanegativeimpactonyourperformance.
Stresscandeplete the mostvibrant of souls. It canhave anegative effect on every aspectof aperson's life
including their health, emotional well-being, relationships, andcareer.However,one needsto understand
thecausesandtypesofstressbeforelookingforwaystomanageit.
De-brief:
Scenario1 100
The cause of stress waslack of time management and the habit of procrastinating. If Akashwould have
managedhistimewell,plannedalternatewaystogetupontime,finishedpriortasksontimeandplannedfor
95
clientmeetingsinadvancethenhewouldn'thavefacedstress. 75
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Scenario2
Thecauseof stresswaslackof financialplanning.Rahulshouldhaveplannedhisfinancialresourceswellin
advance and saved some money for the rainy day. Also, differentiating between needs and wants and
keepingacheckonnon-essentialexpenditurewouldhavesavedRahulfromthissituation.
Scenario3
Sometimes, stress is caused due to external factors instead of internal ones. In this case, the stress was
unavoidablebecausewehaveno controloverthiscustomercaresystem.Everytime, youwill getin touch
with a new executive and will have to explain all over again. This might cause stress but despite being
frustratedandangrythereislittlethatwecandoaboutit.AllSheelacoulddowastofindwaystocalmherself
downthroughsomebreathingexercisesandmeditation,readingsomegoodbookorlisteningtomusicand
thenstartafresh.
Scenario4
Apositive,majorlifechangecanbeasourceof goodstress.Regardlessof howgoodthechangeis,it canbe
stressful.Stresscausedbyapositiveandmajorlife changecanbebeneficialbecauseit causesapersonto
stepout of their comfortzoneandlearn newskills.Here, Arpit maybecomeasuccessfulentrepreneur or
learnnewwaystodothingsdifferently.
Nowletusseethisscenario,canIhaveavolunteertoreadoutthiscasetotheclass.
Do
Askoneoftheparticipantwhocanvolunteerandreadoutthisscenariotothec
la
s.
Scenario5
Rakeshlivesin Kathmanduwithhiswifeandtwobeautiful daughtersSarahandSanya.Nepalwashit by a
massive earthquake and Rakesh's building collapsed during the earthquake. During evacuation, Rakesh
realisedthatthoughhiswifeandSarahwerefineandsufferedonlyminorbruises,Sanyawasnowhereinthe
scene.Panicstricken,hestartedcallinghernameandsearchingherfrantically.Alittlelater,heheardameek
voicefrombeneaththe debris. Hequicklyremovedthe rubble to find ahugebed. Rakeshwaspretty sure
thatSanyawastrappedunderneath.Thoughhewasbadlybruised,hegatheredallhiscourageandwithall
hismight,heliftedtheseveral-tonbedtosaveSanya'slife. EveryonewasrelievedtoseeSanyaaliveandalso
extremelysurprisedtoseethisfather'sabilitytoaccesssuperhumanstrength.
Asktheaudiencetoapplaudfortheparticipantafterthescenarioisreadcompletely.
Discussthescenario,askde-briefquestions:
WhatkindofstresswasRakeshundergoinginthiscase?
Wasthestressavoidableormanageableunderthegivencircumstances?
Whatwastheresultofthestress?
Say
De-brief:
Notallstressisharmful;goodstressisactuallyenergizing.Thiswasacaseoflifesavingstress,orhero stress, 100
whichisanimportant exampleof goodstress.Youmayhaveheard storiesin whichaperson performs an
impossiblefeatof physicalstrengthin orderto savetheir life or thelife of someonethey love. Thistypeof 95
stresscausingasurgeofadrenalineisgoodforus.
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Summarize
ClosethediscussionbysummarizingthetipstomanagestressasgivenintheParticipantH
a
n
d
b
o
k
.
Asktheparticipantswhattheyhavelearntfromthisexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Notesfor Facilitation
Keepprintedcopiesoftheactivities/scenariosreadyforthesession.
Putdownthede-briefquestionsonaflipchartsothatitcanbedisplayedintheclassduringtheactivity.
Encourageparticipationandmakethediscussionsinterative.
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Notes
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Attheendofthisunit,participantswillbeableto:
1. Identifythebasicpartsofacomputer
2. Identify the basicpartsof akeyboard
3. Recallbasiccomputerterminology
4. Recallthe functions of basiccomputerkeys
5. Discussthe mainapplicationsof MS Office
6. Discussthe benefitsof MicrosoftOutlook
7. Identify different typesofe-commerce
8. Listthe benefitsof e-commercefor retailersandcustomers
9. DiscussDigitalIndiacampaignwill help booste-commerceinIndia
10. Describehowyouwill sellaproduct or serviceon ane-commerce platform
100
95
75
25
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Resourcesto beUsed
ParticipantHandbook
Computer Systemswiththe requiredapplications
Say
Let'stakeaquickrecapofthebasiccomputerparts.
Discuss'BasicPartsof Computer' and'BasicPartsof aKeyboard'withthe classasgivenin the Participant
Handbook.
Explain
Explainall the partsof the computer andthe keyboardby demonstratingon the real
system.
Ask
Doyouknowaboutinternet?
Haveyoueverusedinternet?
Whydoyouthinkinternetisuseful?
Whatwasthelasttaskyouperformedoninternet?
Say
Let'slookatsomebasicinternetterms.
Discuss'BasicInternetTerms'withtheparticipantsasgivenintheParticipantH
a
n
d
b
o
k
.
Summarize
Asktheparticipantswhattheyhavelearntfromthisexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
100
Closethediscussionbysummarizingtheimportanceofcomputerandinternetforentrepreneurs.
95
75
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Practical
Conductapracticalsession.
Asktheparticipantstoassembleinthecomputerla
b
.
Givesomehandsonpracticeexercises.
Do
Group the participants for the activity depending on the batchsizeandthe number of computer systems
availableinthelab.
Explainthepurposeanddurationoftheactivity.
Ensuretheparticipantscompletethepracticalexercisesassigned.
100
95
75
25
0
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FacilitatorGuide
Resourcesto beUsed
ParticipantHandbook
Computer SystemswithMSOffice
Ask
Whatisthemostfrequentactivitythatyoudoonthecomputer?
Doyouknowhowtomakepresentationsonthecomputer?
Say
GiveabriefintroductionofMSOfficeasgivenintheParticipantHandbook.
Discussthemostpopularofficeproducts.Explaininbrieftheirapplication,benefitsandworking.
Microsoft Word is a word processing program that allows for the creation of documents. The program s
i
equippedwithtemplatesforquickformatting.Therearealsofeaturesthatallowyoutoaddgraphics,tables,
etc.
Microsoft Excelisatoolforaccountingandmanaginglargesetsofdata.Itcanalsosimplifyanalysingdata.Itis
alsousedtocreatechartsbasedfromdata,andperformcomplexcalculations.ACellisanindividualdatabox
whichwillhaveacorrespondingColumnandRowheading.Thisgivesthecellaname,referredtoastheCell
Reference.Therecanbemultiplepagesineachworkbook.Eachpage,orsheet,iscalledaWorksheet.When
youopenanewExcelfile,itautomaticallystartsyouwiththreeworksheets,butyoucanaddmore.
Explain
Explainthe workingand frequently usedfeaturesof Officeon areal system.
Ask
Whatdoyouknowaboute-mails?
Doyouhaveanemailid?
Howoftendoyoucheckyoure
-m
ails
?
Say
Communication is vital for every business. The fastest and the safest way to communicate these days are 100
through emails. MS Outlook helps to manage your emails in abetter wayand also offers ahost of other
benefits. 95
Discuss“WhyChooseMicrosoftOutlook?”withtheparticipantsasgivenintheParticipantHandbook. 75
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Do
Asktheparticipantstoassembleinthecomputerla
b
.
ExplaintheworkingofOutlookonarealsystem..
Demonstrate
Demonstratehowtocreateemailid.
Demonstratehowtowritenewmails,sendmails.
DemonstratehowtouseMSOfficeapplicationtocreatealetterandsenditasattachmentinane
mail.
DemonstratehowtouseotherMSOfficeapplications.
Practical
Givesomehandsonpracticeexercises
Group the participants for the activity depending on the batchsizeandthe number of computer systems
availableinthelab.
Explainthepurposeanddurationoftheactivity.
Summarize
Asktheparticipantswhattheyhavelearntfromthisexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
100
95
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FacilitatorGuide
UNIT7.2.3:E-Commerce
UnitObjectives
Atthe endof thisunit, participants will beableto:
Identify different typesofe-commerce
Listthe benefitsof e-commercefor retailersandcustomers
DiscussDigitalIndiacampaignwill help booste-commerceinIndia
Describehowyouwill sellaproduct or serviceon ane-commerceplatform
Resourcesto beUsed
Computer Systemwithinternet connection
ParticipantHandbook
Ask
How many of youhavedone shoppingonline?
Can youname atleast five shoppingwebsites?
What isthe product that youmostfrequently buyonline?
Whydoyoudoshoppingonline instead ofgoingtothemarket?
Say
Giveabriefintroductionof“WhatisE-commerce”.Refertothe ParticipantHandbook.
E- commerceemergedin theearly1990s,anditsusehasincreasedatarapidrate. Today,manycompanies
selltheirproductsonline.Everythingfromfood,clothes,entertainment,furnitureandmanyotheritems can
bepurchasedonline.
Ask
What other typesof transactionshaveyouperformed on the internet other than buying products?
Say
Giveexamplesof e-commerceactivitiesfrom ParticipantH
a
n
d
b
o
k
.
TeamActivity
E-commerceexamples
Instructtheparticipantstolistsomeofthepaymentgatewaysthattheyhaveusedfore-commerceactivities.
Givethem5minutestomakethislist.
Discusspaymentgatewaysandtransactionthroughpaymentgateways. 100
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Say
E-commerceactivitiescanbeclassifiedbasedonthetypesofparticipantsinthetransaction.
Discuss“TypesofE-commerce”fromtheParticipantHandbook.
Do
DiscussalltypesofE-commercebygivingexamplesandnamesofsomepopularwebsiteswhichuseth
e
m.
Makethediscussioninteractivebyaskingtheclasstosharesomepopulare-commercesitesofeachtype.
Say
E-commerceactivitiesbringahostofbenefitsforboth,retailersandcustomers.
DiscussbenefitsofE-commercefromtheParticipantHandbook.
Explain
Themajority of the population that usesE-commerceactivitieslivesin tier-1 andtier-2 cities. Toencourage
theuseofdigitalmoneyintier-3and4areas,PMMr.Modilaunchedthe“DigitalIndiaCampaign”.
Discuss“DigitalIndiaCampaign”fromtheParticipantHandbook.
By Digital India project the government will deliver services via mobile connectivity and in doing so, s
i
expectedtobringtheinternetandbroadbandtoremotecornersofthecountry.Thisconnectivitywillinturn
enhancee-commerceactivitiesalso.Furthermore,theIndianGovernmentisalsomodernizingIndiaPostand
aimstodevelopitasadistributionchannelfore-commercerelatedservices.
Say
NowletusdiscusshowtosellaproductusingE-commerce.
Everyproduct hasto be sold on aplatform on the internet. Thinkof it asashop that you haveto sell your
product.Nowthisshopcanbeyourownorsharedorrented.Iftheshopisyourownorrentedtherewillbe
onlyyourproductsinthatshop.Iftheshopisshared,therewillbeproductsofmultiplesellersinthatshop.A
commonexampleisadepartmentalstorewhichhasproductsfrommultiplebrandsintheshop.
Similarly,inE-commercetheshopisthewebsitewhereyourproductsaredisplayed.Ifitisyourownwebsiteit
willexclusivelyshowcaseyourproducts.Inthiscasethecostthatyouwillincurwillbe:
Developingthewebsite
Hostingthewebsite
Maintenanceofthewebsite
If yourentawebsiteit willalsoshowcaseyourownproductsbutthedevelopment,hostingandmaintenance
partsgoestotheowner.Thissavestimeandthecosttomanagetheseactivities.
Smallercompaniesusuallygoforrentingawebsiteandthebiggeronesdeveloptheirownwebsite.
Theconceptof sharedplatformshasbecomeverypopularinrecenttimes.Inthisplatformthesellershaveto
register and then they cansell their goods on acommonplatform. Amongthe most popular of these are
Amazon,Myntra,Flipkart,etc.
100
RolePlay 95
Telltheparticipantstochooseaproductorservicethattheywanttosellonline. 75
0
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FacilitatorGuide
Ask
Howmuchmoneyareyoucarryingin yourwallet?
Doyou haveacredit/debitcard?
Howdo youmakepaymentswhiledoing onlines
h
o
p
in
g
?
Say
Demonetization hasmadecarryingcashin the walletvery difficult. People either shopthrough cardsor s
m
o
e
otherformofdigitalmoney.
Sowhatdoyouthinkisdigitalmoney?
In thisform the moneyisboth paidandreceiveddigitally.Thereisno hard cashinvolved. It isaninstant a
n
d
convenient waytomakepayments.
Therearevarioustypesofdigitalpayments.Letusdiscusssomeoftheminbriefhere.
Thefirst oneisthe mostcommonlyusedsystemi.e. the cards.Debit card, credit card,prepaidcard, all fall
under thiscategory.
Thenisthe e-wallet or the mobilewallet.Thishasbecomethe mostusedform of digital moneyafter
demonetization.ExamplesarePaytm,statebankbuddy,Freecharge,etc.
Many other formsof digital moneyarealsocomingup in marketlikemobileapps, Aadhar cardb
d
e
s
a
payment,etc.
Do
Demonstratehowto makeandreceivepaymentsthrough digital modelslikePaytmandstatebankbuddy.
Ask
Whydo youthinkpeoplehavestartedusingdigital moneyinstead of hardcash?Isdemonetization th
e
only
reason?
Say
Digitalmoneygivesalotofadvantagesovertheconventionalhardcash.Someofthemare:
Digitalpaymentsareeasyandconvenient.Youdo not need to takeloads of cashwithyou, amobile
phoneoracardwillsuffice.
Withdigitalpaymentmodes,youcanpayfromanywhereanytime.
Digitalpaymentshavelessrisk.
Summarize
Asktheparticipantswhattheyhavelearntfromthisexercise/activity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Closethediscussionbysummarizingtheimportanceofe-commerceanddigitalmoney. 100
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Notes
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FacilitatorGuide
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UNIT7.3: MoneyMatters
KeyLearningOutcomes
Attheendofthisunit,participantswillbeableto:
1. Discusstheimportanceofsavingmoney
2. Discussthe benefitsof savingmoney
3. Discussthe maintypesof bankaccounts
4. Describethe processof opening abankaccount
5. Differentiatebetween fixedandvariable costs
6. Describethe maintypesof investment options
7. Describethe different typesof insuranceproducts
7. Describethe different typesof taxes
9. Discussthe usesof onlinebanking
10. Discussthe maintypesof electronicfundstransfer
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Howmanyofyousavemoney?
Whydoyoufeeltheneedtosaveit?
Doyouplanyoursavings?
Wheredoyoukeepthemoneyyousave?
Howdoyouusethemoneythatyouhavesaved?
Example Example
Example1:
SuhaniworksinagoodcompanyandearnsRs.30,000month.Shealwayssaves5000permonthandkeepsit
asideasapersonalsaving.Shekeepsthemoneyathomeandhassavedquitealot.Onedayhermotherhasa
medicalemergencyandhastobetakentothehospital.Herfamilyisworriedabouttheamounttheyhaveto
spendforthetreatment.Itwillcostthematleast40,000.
Suhanisaystellsherfamilynottoworryandthatshehasabout50,000,whichshehassavedoverthemonths.
Example2:
JasmeetworksinthesamecompanyandearnsthesameasSuhani.Sheisveryfondof shoppingandspends
mostofhermoneyonbuyingnewclothes.Attheendofthemonth,sheisalwaysaskingherfatherformoney
asherpayisfinished.
Ask
Whodoyouidentifywith–SuhaniorJasmeet?
HowdoyouthinkSuhanimanagestosavemoneywhichJasmeetisunabletod
o
?
Say
Weshould alwayssetasidesomeandsavesomemoneyfrom our monthlypay.Thefuture isunpredictable.
100
Savingmoneynotonlygivesyouasenseoffinancialsecuritybutitcanbeusedincaseofemergencies. 95
Discuss“ImportanceofSaving”withtheparticipantsasgivenintheParticipantHandbook. 75
Ask
What arethe benefitsof saving money? 25
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Say
Discuss“BenefitsofSaving”withtheparticipantsasgivenintheParticipantHandbook.
Nowlet uscontinuewithSuhani'sstory.Suhanihastold herfamilynottoworryandthatshehasa
b
o
u
t 50,000,
whichshehassavedoverthemonths.ThefamilyishappyaboutSuhani'sdecisionof savingmoney, which
willbeofgreathelpforthemnow.
Suhaniisgoingto the hospital todayto paythe first instalmentfor the treatment.Suddenlyfinds only 35,000 in
hercashboxwhenshecountsanddoesnotrememberusingit.Shehasnotkeptanyrecordandnowsheisupset.
Ask
WasitagooddecisionbySuhanitosaveapartofherearningseverymonth?
Wasitawisedecisiontokeepallhersavingsascashinacashbox?
Couldshehavemanagedtosavemoneyinabetterandmoreeffectivem
a
n
e
r?
Doyouwanttolearnhowtosavemoneyanduseiteffectively?
Say
Let'slearn personalsavingwiththe help of agroup activity.
TeamActivity
PersonalFinance-Whytosave
Thisactivityhastwoparts:
PART1 WAYS
TOSAVEMONEY
You are earning 30,000/- per month. You have recently changed your job and have to move to a
metropolitancity.Youarenowlivingasapayingguestpaying10,000/- permonth.Yourotherestimated
expendituresliketravel,food,recreationwouldbearoundRs.17,000permonth.
Makealistofdifferentwaystosavemoney.
PART 2
HOW WILL YOU USE THEMONEY
Afterayearhowmuchhaveyoubeenabletosave?
Howwillyouusethemoneythatyouhavesaved?
Do
Dividetheclassintogroupsoffour.
Instructtheparticipantstothinkandpreparealistofthevariouswaystheycansavemoney.
Givetheparticipants10minutestopreparethelist.
Oncedone,instructthemtothinkofhowtheycouldusethemoneytheyhavesaved. 100
Givetheparticipants10minutestopreparethelist.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
95
75
Activity De-brief
Whatwerethedifferentwaysyoucouldsavemoney?
Howmuchmoneywereyouabletosave? 25
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FacilitatorGuide
Say
Discussthe importance of personalfinanceandwhyit isimportant to savemoney.
Summarize
Youcansummarizethesessionbydiscussing:
Theimportance ofsavingmoney.
Waysto savemoney.
Howthemoneysavedcanbeusedfordifferentp
u
rp
o
s
e
.
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Resourcesto beUsed
Accountopening sampleforms
ParticipantHandbook
Ask
Howmanyofyousavemoney?
Where do you keepthe moneyyou save?
Howmanyof youhaveabankaccount?
What typeof accountdo youhave?
Example Example
Reenaisinthethirdyearof collegebutintheeveningshegivestuitionsforchildrenlivinginhercolony.She
earns15,000/-permonth.Asherstudentsstayindifferentpartsofthecity,shehastowalkalot.
Tosavetime,shedecidestobuyasecondhandscooterforherself.Butshehastosavemoneyforit.Herclass
mateadviseshertoopenarecurringdepositaccountinthebank.
Shegoestothebankclosetoherhome.Thepersonalmanagergiveshersomeformstofill. Sheisconfused
asshehasneverdonethisbefore.Hereldersisterhasanaccountinthesamebank.Sheasksforhelpfromher
sister.Shegoestothebankthenextdaywithhersister.Thepersonalbankergivesheralistofdocumentsthat
shewillneedto submitwiththeformfor openinganaccount.Thebankeradvisesherto opena6months
recurringdeposit.
Ask
Doyoutrytosavemoneymonthlybuthavetospenditonunforeseenexpenditure?
Haveyoueverthoughtofdepositingyoursavingsinabank?
Say
Beforeopeningabankaccount,youneedtoknowthetypesofaccountswehaveinIndia.
Discuss“TypesofBankAccounts”withtheparticipantsasgivenintheParticipantH
a
n
d
b
o
k
. 100
Ask
95
75
Cansomeonesaywhatarethe different typesof bank accounts?
25
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FacilitatorGuide
Say
Let'slearn about the different typesof bankaccountsthrough anactivity.
TeamActivity
Dividetheclassinfourgroups.
Labelthegroupsassavingsaccount,currentaccount,recurringaccountandfixedd
e
p
os
it.
Onachartpaper,askthemtowritethekeypointsoftheiraccount.
Activity De-brief
Askeachgroup to presentthe keypointsof their account.
Say
Nowthatyouknowaboutthefourdifferenttypesofaccounts,let'slearnhowtoopenabankaccount.
Discuss“OpeningaBankAccount”withtheparticipantsasgivenintheParticipantHandbook.
Discuss “Tips” that the participants should keepin mindwhileopening a bankaccountasgiven in th
e
ParticipantHandbook.
Ask
Whatarethemaindocumentsrequiredforopeningabankaccount?
Whataresomeimportantpointstoaskthebankpersonnelwhileopeninganaccount?
Say
MentionofficiallyvalidKYCdocuments(refertotheParticipantHandbook)
Now,let'sunderstandtheprocedureofopeningabankaccountthroughanactivity.
TeamActivity
OpeningaBankAccount
Thisactivityisdoneingroups.
Dividetheclassingroupsoffourorsix.
PART 1
FILLING A BANK ACCOUNT OPENINGFORM
Youhavetofillabankopeningform.
Youcanrefertothesection“OpeningaBankAccount”ofyourHandbookforreference.
Listallthestepsthatyouwillberequiredtofillintheform.
Listthedocumentsthatyouneedsforfillingtheform.
Nowfillintheform. 100
Activity De-brief 95
Whatalldetailsdidyoufillintheform?
What wereyourKYCdocuments?
25
Howwouldthisactivity help youin future?
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Do
Instructtheparticipantstoreadthesection“OpeningaBankAccount'oftheParticipantH
a
n
d
b
o
k
.
Giveeachgrouponesampleaccountopeningform.
Givetheparticipants5minutestoreadtheform.
Givethem15minutestofillit.
Assistthembyexplainingeachcategoryandhowtofillit.
Keepacheckontime.
Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Summarize
Note:
Youcansummarizetheunitthrougharoleplay.
Apersonwantingtoopenanaccountinthebank.
Whatistheprocedurethathewillgothrough?
Discussthekeypointsofdifferenttypesofbankaccounts.
Howtoselectthetypeofaccount
Howtofilltheaccountopeningform.
Asampleaccountopeningformisgiveninthefollowingpageforreference.Useitfortheactivityinthec
la
s.
SampleBankAccountOpeningform.
XXXBank
Photograph
AccountNo.: Date:
Nameof theBranch
Village/Town
SubDistrict/ BlockName
District
State
SSACode/ WardNo.
VillageCode/ TownCode Nameof Village/ Town
Applicant Details:
Full Name Mr./Mrs./M First Middle LastName
s.
MaritalStatus
NameofSpouse/Father
NameofMother 100
Address
PinCode 95
TelNo.Mobile DateofBirth 75
AadhaarNo. PanNo.
MNREGAJobCardNo.
Occupation/Profession 25
AnnualIncome
No. of Dependents 5
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UNIT7.3.3: Costs:Fixedvs.Variables:
What areFixedandVariable Costs?
UnitObjectives
At the endof thisunit, participants will beable to:
Differentiatebetween fixedand variablecosts
Resourcesto beUsed
Participant H
k
o
b
d
n
a
Blank sheets of paper
Pens
Ask
What iscost?
Will atelephonebill fall under the categoryof afixedor variable cost?
Say
Discuss:FixedandVariablecostwithexamples.Letusdo asmallactivity.
TeamActivity
Identifythetype ofcost
1. Rent
2. Telephonebill
3. Electricitybill
4. Machinery
5. Insurance
6. Officesupplies/Rawmaterials
7. Employeesalaries
7. Commisionpercentagegiventosalespersonforeveryunitsold
9. Creditcardfees
10. Vendorbills
Do
Dividetheclassintotwogroups. Readoutthelistofcostsgivenintheactivity.
Readout eachitem from the costlist and askthe groups in turns to identify whetherit isafixedor variable 100
cost.
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FacilitatorGuide
Say
Wesawthat your utility bills likerent, electricity, telephoneetc.areall fixedcostsbecauseyouhaveto payit
everymonth.
Variablecostsisanexpensewhichvarieswithproductionoutput or volume.Forexamplecommission,raw
materialetc.
Discuss“Cost:Fixedvs.variables”withtheparticipantsasgivenintheParticipantHandbook.
Illustratetherelationbetweenthecostswithagraph.
TotalCosts
`
VariableCosts
FixedCosts
Units
Let'slearn the difference betweenfixedand variable costwiththe help of anactivity.
TeamActivity
Fixedvs.VariableCosts
Thisisagroupactivity.
Youwanttostartyourownentrepreneurbusiness.
Statethetypeofbusinessyouwanttostart.
Listdownallthecostorrequirementsforyourbusiness.
Howwillyoudifferentiatebetweenthefixedandvariablecost.
ActivityDe-brief
Whatisthetotalcostofyourbusiness?
Whatarethefixedcosts?
Whatarethevariablecosts?
Howdidyoudifferentiatebetweenthefixedandvariablecosts?
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4or6.
Giveeachgroupasheetofpaper.
Telltheparticipantsthattheyhavetostarttheirownentrepreneurbusiness. 100
Askthemthetypeofbusinesstheywanttostart.
95
Instructthemtodifferentiatebetweenthefixedandthevariablecostsofthebusinesstheywanttostart.
Givetheparticipants15minutestodiscussandwrite.
75
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
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ConsignmentBookingAssistant
Summarize
Note:Youcansummarize theuniteitherbyhavingaroleplaybetween a consultantanda b u
d
in
gentrepreneur
explainingthedifferencesbetweenfixedandvariablecostsorbydiscussingthekeypointsof theunit.
Notesfor Facilitation
Answersfortheactivity-Identifythetypeofcost
1. Rent (Fixed)
2. Telephonebill (Fixed)
3. Electricitybill (Fixed)
4. Machinery (Fixed)
5. Insurance (Fixed)
6. Officesupplies/Rawmaterials (Variable)
7. Employeesalaries (Fixed)
8. Commisionpercentagegiventosalespersonforeveryunitsold (Variable)
9. Creditcardfees (Variable)
10. Vendorbills (Variable)
100
95
75
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FacilitatorGuide
UNIT7.3.4: Investments,InsuranceandTaxes
UnitObjectives
Atthe endof thisunit, participants will beableto:
Describethe maintypesof investment options
Describethe different typesof insurance products
Describethe different typesof taxes
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Askthe participants-“What do youseefirst thing in whenyougetyour mobilebill? Apartfrom the amount
andduedatedoyouhavealookatthetaxesyouarebeingbilledfor?
Whydoyouthinkpeoplegettheircarsinsuredorhaveamedicalinsurance?
Youhavesavedmoneyandwanttoinvestit,howwouldyoudecidewhatisthebestinvestmentforyourmoney?
Example Example
Let'shavealook atafews
c
e
n
ario
s
.
Ranbirhassoldhishouseanddepositedthemoneyinhisbank.HisCharteredAccountanttellshimthathe
will haveto re-investthemoneyotherwisehewill haveto paycapitaltax.What iscapitaltaxandhowisit
differentfromincometax?
Shivaniisworkinginacorporateofficeandgettinggoodpay.Shewillhavetopayincometaxsoshedecidesto
investhermoneyintaxsavingschemes.Shegoestothebankmanagertodiscussthebestproductsinwhich
shecaninvest.
Say
Discussthe Investment,InsuranceandTaxesasgivenin the ParticipantH
a
n
d
b
o
k
.
Ask
Howdo investments, insurancesand taxesdiffer from eacho
th
e
r?
Say 100
Say 75
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TeamActivity
Theactivityisaq
u
iz
.
Do
Dividetheclassintogroupsofthreeandgiveanametoeachgroup
Explainthe rules of the quiz. Foreachcorrectanswerthe group gets1mark.If the group isunable to answer
thequestionisrolledovertothenextgroup.
Explainthe purpose and duration of the activity.
Onthe blackboardwritethe namesof the groups.
Askthe questions of thequiz.
Keepascoreforthe groups.
Setguidelinespertainingtodisciplineandexpectedtasks.
Summarize
Summarizethe unit by discussingthe keypointsandanswering question
NotesforFacilitation
Questionsforthequiz
1. What arebonds?
Bonds areinstrumentsused bypublicand privatecompanies toraise largesums ofmoney.
2. Who issuesthebonds?
Privateandpubliccompanies issuethebonds.
3. Whyarebonds issued?
Toraise largeamount ofmoneyas itcannot beburrowed fromthebank.
4. Whoisthebuyerofstocksandequities?
Thegeneralpublicisthebuyer.
5. WhattypesofschemeistheSukanyaSamriddhiScheme?
SmallSaving Scheme
6. Whatisthedifferencebetweenmutualandhedgefunds?
Mutual funds are professionally managed financial instruments that invest the money in different securities
on behalfofinvestors.Hedgefunds investinboth financialderivativesand/orpubliclytradedsecurities.
7. Whyisaloantakenfromthebanktopurchaserealestate?
Tolease orselltomakeprofiton appreciatedpropertyprice.
8. Namethetwotypesofinsurances?
LifeInsurance and Non-lifeorgeneralinsurance
9. Whichinsuranceproductoffersfinancialprotectionfor15-20years? 100
TermInsurance
95
10. Whatisthebenefitoftakinganendowmentpolicy? 75
Itoffersthedualbenefitofinvestmentand insurance.
11. Mr.Dasgetsmonthlyreturnononeofhisinsurancepolicies.Namethepolicy?
Money BackLifeInsurance
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FacilitatorGuide
12. WhatarethetwobenefitsofaWholeLifeInsurance?
Itoffersthedualbenefitofinvestmentand insurance
13. Whichpolicycoverslossordamageofgoodsduringtransit?
Marine Insurance
14. Afterwhatdurationistheincometaxlevied?
Onefinancialyear
15. Whatislongtermcapitalgaintax?
Itis thetaxpayableforinvestmentsheldformore than36 months.
16. Namethetaxthatisaddedwhilebuyingshares?
SecuritiesTransaction Tax
17. Whatisthesourceofcorporatetax?
Therevenueearned bya company.
18. Namethetaxwhoseamountisdecidedbythestate?
VATorValueAddedTax
19. YouhaveboughtaT.V.Whattaxwillyoupay?
SalesTax
20. WhatisthedifferencebetweencustomdutyandOCTROI?
Custom duty is the charges payable when importing or purchasing goods from another country. OCTROI is
leviedon goodsthatcrossborders withinIndia.
100
95
75
25
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ConsignmentBookingAssistant
Resourcesto beUsed
ParticipantHandbook
Computer Systemwithinternet connection
Debitcard
Ask
Whenwasthelasttimeyouvisitedabank?
Howdoyoupayyourbillforelectricityandtelephone?
Haveyouevertried to transfermoneyfrom onebankaccountto another bankaccountusingthe o
n
lin
e
banking
facility?
Say
Mostof usleadabusylife. Timehasbecomemoreimportantthanmoney.Inthisbusyschedulenooneh a
stime
tostandinbankqueues.That'swhereOnlineBankingcomesin. Onlinebankingorinternetbanking means
accessingyourbankaccountandcarryingoutfinancialtransactionsthroughtheinternet.
Discuss“Whatisonlinebanking?”fromtheParticipantHandbook.
Therearevariousadvantagesofonlinebanking:
Itsavestime,asyouneedtovisitthebranch..
Youcanconductyour bankingtransactionssafelyandsecurelywithout leavingthe comfortof your
home.
OnlineBankingalsogivesyouroundtheclockaccess.
OnlineBankingmakesitpossibleforyoutopayyourbillselectronically.
Do
Showthemhowtheycanusetheinternetbanking.
Usethe computer systemandshowthe demovideos on howto useinternet bankingprovided on most
bankingsites.the computersystem.
Telltheclassthevariousfeaturesofonlinebanking:
Throughtheirwebsiteset-upyouronlineaccount.
Chooseasecureusernameandpassword. 100
Set-up yourcontactinformation. 95
Onceyourinformationisverified,youaregoodtogo.
75
Onceyouentertheportalexploreallthefeaturesandlearnyourwaythroughtheportal.
Discussaboutmaintainingthesecurityoftheonlineaccount.
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FacilitatorGuide
Say
One of the biggest advantage that online banking offers, asdiscussed earlier, is transferring money from o n
e
account to another. This transaction is called electronic funds transfer. Electronic transfers are processed
immediatelywiththetransferredamountbeingdeductedfromoneaccountandcreditedtotheotherinreal
time,thussavingtimeandeffortinvolvedinphysicallytransferringasumofmoney.
Discuss“ElectronicFundsTransfer”fromtheParticipantHandbook.
Do
Discusshowtotransfermoneyfromoneaccounttoanotherusingonlinebanking(NEFT/RTGS,etc.).
Illustratewithanexample.
Summarize
Closethediscussionbysummarizingtheaboutonlinebanking.
Asktheparticipantsiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
100
95
75
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ConsignmentBookingAssistant
Notes
100
95
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FacilitatorGuide
100
95
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ConsignmentBookingAssistant
Attheendofthisunit,participantswillbeableto:
1. Discussthestepstofollowtoprepareforaninterview
2. Discussthe stepsto createaneffectiveResume
3. Discussthe mostfrequently askedinterviewquestions
4. Discusshowto answerthe mostfrequently askedinterviewquestions
5. Identify basicworkplaceterminology
100
95
75
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FacilitatorGuide
UNIT7.4.1: InterviewPreparation:
Howto Preparefor anInterview?
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe stepsto follow to prepare for an interview
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Haveyoueverattendedan interview?
Howdid youprepare beforegoingfor aninterview?
Say
An interview is a conversation between two or more people (the interviewer(s) and interviewee) where
questionsareaskedbytheinterviewertoobtaininformationfromtheinterviewee.
Itprovidestheemployerwithanopportunitytogathersufficientinformationaboutacandidateandh
e
lpthem
selecttheidealcandidate.
It also provides the interviewee with an opportunity to present their true potential to the employer, b
u
ild
confidenceandhelpmakeadecisionaboutthejobbyaskingquestionsregardingdesignation,salary,perks,
benefits,promotions,transfers,etc.
Let'sdoanactivitytounderstandhowtoprepareforinterviewsbetter.
Activity1
Introducing Yourself
Do
Selectaparticipantandaskhim/hertoanswerthefollowingquestions:“Whatcanyoutellmeaboutyourself.”
Givetheparticipantatleastoneminutetospeak.
Oncehe/she isdone, askthe restof the participantwhatthey gathered about the participantwhowas
providinginformation.
Nowrepeattheexercisewithfiveotherparticipants.
Ask
Whatinformationyoushouldincludewhenyouaredescribingorintroducingyourselfinaninterview? 100
Whatinformationyoushouldnotincludewhenyouaredescribingorintroducingyourselfinaninterview? 95
75
25
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ConsignmentBookingAssistant
Say
Tellthe participants that whenaninterviewerasksyouto saysomething about yourself,he/she isnot a
k
s
in
gyou
topresentyourlifehistory.
Introduction should beshortand crisp, andshould presentyou in apositivelight. It should include th
e
following
points:
Anyworkexperiencethatyoumighthave
Abriefsummaryofyoureducationalqualifications
Yourstrengthsandachievements
Anyspecialprojectsthatyoumighthavebeenpartof
Thefollowingtopicsshouldbeavoidedduringanintroduction:
Detaileddescriptionofyourfamily(unlessyouarespecificallyaskedtodoso)
Toomuchinformationaboutyourweaknesses
Informationthatisnottrue
Do
Congratulateeachparticipantforsharingtheirpoints.
Asktheaudiencetoapplaudforthem.
Askde-briefquestionstocullouttheinformationfromeachgroup.
Keepacheckontime.
Activity2
Planningthe right attire
Do
Describe2individualstotheparticipants.Oneiswearingacasualt-shirt,jeans,andslippers.Hehasn
o
tcombed
hishairandneitherhashetrimmedorshavedhisbeard.Theotherindividualisdressedformallywith ashirt
andpant,andiswell-groomed.Hehasalsowornformalshoesandabelt.Asktheparticipantswhich person
wouldtheyprefertohireintheirorganizationandwhy?
Summarize
Closethediscussionbydiscussing'howtoprepareforaninterview'asdiscussedintheParticipantH
a
n
d
b
o
k
.
Youcanaddthefollowingpointstoit:
Tellthe participants to createapositiveandgood impression in aninterview.It isimportant for themto
prepareforaninterviewbeforehand.
Theintervieweranalysesnot only your technicalknowledgein relation to the job, but alsowhetheror
notyouareafitfortheorganization.
Everyemployerlooksatthewholepackageandnotjustoneortwothingsinisolation.Therefore,theway 100
youdressandthewayyoupresentyourselfisalsoimportantalongwithyourskillsandtalents.
Theparticipantswillgetonlyonechancetocreateagoodfirstimpression. 95
75
25
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Blankpapers
Pens
Ask
When preparingfor aninterview, whatarethe mostimportant thingsthat youneed to d
o
?
What documentsdo youcarrywithyou, whenyougofor aninterview?
What isaresume?
Whydo youneed aresume?
Say
Resumeisnotjustasheetofpaperwithyourqualificationsprintedonit.
Itisasellingtoolthatwillhelptheemployertoseehowandwhatyoucancontributeforcompany.
Talkaboutthestepsinvolvedincreatinganeffective/attractiveresumesdiscussedintheParticipantHandbook.
Nowlet'spreparearesumetounderstandtheprocessinabetterway.
Do
Thisisanindividualactivity.
Givethedetailsoftheactivity.
Instructthemtoreadtheactivitycarefully.
Theparticipantisexpectedtomakeanattractiveresumebasedontheinformationprovided.
Givetheclass25-30minutestostudythecaseandcreatearesume.
Attheendof30minutes,theparticipantsshouldexchangetheresumewiththepersonsittingnexttohimorher.
Everyparticipantwillevaluatetheresumepreparedwiththeirfellowparticipants.
Say
Doyouthinkthecandidateshouldapplyforthejobpostingdescribedintheadvertisement?
100
Wehavealreadydiscussedthestepsinvolvedincreatinganeffective/attractiveresumes.
Nowlet'spreparearesumeforthecandidatedetailsgivenintheactivity.
95
75
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ConsignmentBookingAssistant
Activity
Case StudyAnalysis
In the first sectionof the activity, youarebeing giventhe information about acandidatewhoisa
p
ly
in
gfor a
particularjob.
In the secondsection,youarebeinggiventhe detaileddescription of the job posting.Createaresumefor
thecandidatetoapplyforthejobposting.
Usetheinformationthathasbeenprovidedaboutthecandidatetocreatethisresume.
CandidateDetails
NipeshSinglawasbornon20thApril, 1988inChandigarh,India.Hecurrentlyresidesat1XX7,SectorXXD,
Chandigarh –160018. Hismobile number is 988XXXXX01,and e-mail [email protected].
Nipesh attended middle and senior school at Government Boys Senior Secondary School, Sector 15,
Chandigarh.Hehasbeenaverytalentedboysinceschool.Hewasfondof paintingandwatchingoldHindi
movies.Aspartofaschoolcharityprogram,hevolunteeredatthechildren'shospitalduringhissenioryears.
InJuly2007,hejoinedWestwoodSchoolofHotelManagement,ZirakpurtopursueadiplomacourseinHotel
ManagementandCatering.Aftercompletingthiscourse,hejoinedXYZGroupofHotelsasaHousekeeping
internin June2010for sixmonths.Inthisrole, hewasresponsiblefor cleanlinessandmaintenanceof one
floor in the hotel. Taking advantage of his strong interpersonal skills, he also got opportunities to make
housekeeping arrangements for corporate meetings. While pursuing education, he gained working
knowledgeofMicrosoftWord,Excel,AccessandPowerPoint.
Nipeshisdetail-oriented,flexibleandadaptable.Hehassuccessfullyworkedwithadiverseworkforce.He
gelled well with his peers, both in college and during his internship. After completing the internship, his
objective has been to find a job opportunity where he can use his skills and experience. Backed by
experience,heisconfidentabouthisskillsashousekeepingassistant.
JobPosting
*DoyouseeyourselfasaHOUSEKEEPINGSUPERVISOR?
What'syourpassion?Whetheryou'reintocricket,readingorhiking,atIHGweareinterestedinYOU.AtIHG,
weemploypeoplewhoapplythesameamountofcareandpassiontotheirjobsastheydointheirhobbies-
peoplewhoputourguestsattheheartof everythingtheydo.Andwe'relookingformorepeoplelikethisto
joinourfriendlyandprofessionalteam.
THELOCATION:
Atthemoment,wearelookingfor HOUSEKEEPINGSUPERVISORtojoin our youthful anddynamicteamat
Holiday Inn Amritsar, Ranjit Avenue in Amritsar, Punjab (India). Holiday Inn Amritsar is ideally located in
Amritsar'scommercialdistrictonRanjitAvenuewiththeworldfamousGoldenTemplelocatedonlyashort
distance away. Sparkling chandeliers mark an incomparable arrival experience as you escape to the
welcomingenvironmentthatis,HolidayInnAmritsar.Thefreshinternationalbrandtocelebrateandexplore
Amritsar.
Salary: Negotiable Industry:Travel/ Hotels/ Restaurants
/ Airlines/ Railways Functional Area: Hotels,
Restaurants Role Category: Housekeeping Role:
Housekeeping Executive/Assistant.
100
DesiredCandidateProfile Friendly,pleasant 95
personality,Service-oriented. 75
goodbrandwithgoodcommunicationskills,Englishisamust.
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FacilitatorGuide
Inreturnwe'llgiveyouacompetitivefinancialandbenefitspackage.Hoteldiscountsworldwideareavailable
aswellasaccesstowidevarietyof discountschemesandthechancetoworkwithagreatteamof people.
Mostimportantly,we'llgiveyoutheroomtobeyourself.
*PleasegetintouchandtellushowyoucouldbringyourindividualskillstoIHG.
Education-
UG:AnyGraduate/Diplomaholder
PG:PostGraduationNotRequired
Say
Now,let's sharethe resumewiththe fellowparticipantsittingnextto youand evaluateeachother's
effort.
Do
Congratulateeachparticipantformakingtheirfirstattempttowardscreatinganeffectiveresume.
Asafollowupactivity,youcansuggestthemtopreparetheirownresumeandshowittoyouthenextday.
Summarize
Closethediscussionbyshowingsomeeffectiveresumesamplestothecandidates.
Asktheparticipantswhattheyhavelearntfromthisactivity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Notesfor Facilitation
Keepprintedcopiesoftheactivityreadyforthesession.
Putdownthesuggestedformatoftheresumeontheboardwhileexplainingthestepsinpreparingaresume.
Dochecktheparticipants'resumeandsuggestnecessarychanges.
Suggestedexampleforthe casepresented:
NipeshSingla #1XX7,
SectorXX-D Chandigarh-
160018 MobileNo: 91-
988XXXXX01
E-mail:[email protected]
100
Professionalstrengths:
Proficientinhousekeeping 95
Experiencedinandcapableofworkingwithadiverseworkforce 75
Teamplayerandfriendlyinnature
Successfulworkinginamulti-culturalenvironment
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Detailoriented,flexible,andadaptable
KnowledgeofMicrosoftWord,Excel,AccessandPowerPoint
Educationalbackground:
DiplomainHotelManagementandCatering,WestwoodSchoolofHotelManagement,Zirakpur
HighSchool,GovernmentBoysSeniorSecondarySchool,Sector15,Chandigarh
Professionalinternships:
HousekeepingIntern,XYZGroupofHotels,NewDelhi(June2010– August2010)
Responsibleforcleanlinessandmaintenanceofonefloorinthehotel.
Gotopportunitiestomakehousekeepingarrangementsforcorporatemeetings.
VolunteerWork:
Studentvolunteeratchildren'shospitalinChandigarh.
NipeshSingla
100
95
75
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FacilitatorGuide
UNIT7.4.3: InterviewFAQs
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe mostfrequently askedinterviewquestions
Discusshowto answerthe mostfrequently askedinterviewquestions
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Say
Tellthe participants youwill provide themwithinterviewsituationandquestions andthey haveto try to
answerthem.
Tellthemyouwillalsoexplainthedifferentwaystoapproachthesequestions.
Do
Dividetheclassinpairsandasktheparticipantstoperformaroleplay.
Onepartnerwillplaytheroleoftheinterviewerwhiletheotherwillplaytheroleoftheinterviewee.
Tellthemtheinterviewercanstarttheinterviewbyaskingtheintervieweetointroducehimself/herself.
Callallthepairsonebyoneinfrontoftheclasstoenacttheroleplay.
Followthesamepatternforallothersituations.
Timeallottedforeachsituationis8-10minutes.
Congratulateeachparticipantforgivingtheirinput.
Asktheclasstoapplaudeachtimeateamhascompletedtheirroleplay.
Keepacheckontime.
RolePlay
Conductaroleplayforthesituationgiven.
Situation1
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssucha
s
:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Then,theinterviewerwillbluntlyaskthefollowingquestions:
Howdoyouexplainthishugetimegapinyourresume?
Whatisthereasonforthis? 100
Weren'tyoulookingforajoborisitthatnooneselectedyou? 95
75
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ConsignmentBookingAssistant
Say
De-brief:
Whenyouputinformationonyourresume,youshouldbepreparedtoansweranyquestionsaboutit.
Bepresentandfocusedonthequestionsbeingaskedtoyou.
Onewayof tacklingthe blunt questionsisto tell the interviewer you did not comeacrossan o
po
rtu
n
itywhereyou
weresufficientlysatisfiedwithboththeremuneration offeredaswellastheprofile. Therefore,youwaited
fortherightopportunitytocomealongwhilelookingforanidealjob.
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation2
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssuchas:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Then,attheendoftheinterview,asktheinterviewee:
Thereare over 200people whohaveappliedfor thisjob, somewithexcellentworkexperience. Why
shouldIhireyou?
Say
De-brief:
Thereisnothing wrongwithstating your strengthsand achievements.However,do not come across a
s
arrogantortooboastful.
Youneed showthe intervieweethat youhaveunique skillsor talentsto contributeto the company.T
e
h
interviewerneedstoknowhowyoustandapartfromtherestofthecrowd.
Tellthe intervieweryouare looking forward to workingwiththe companyand that you areahard-working
individual.
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation3
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssuchas:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Then,leanforward,claspyourhandsonthetableandinasoftvoiceasktheinterviewee:
Didyoueverexperienceanyneglectordisregardfromyourpreviousoffice?Inotherwords,didyouever
sufferbecauseyourofficeorteamdisplayedfavouritism?
Say 100
95
De-brief:
Keepthisinmind:Donotcriticizeanyoneduringaninterview. 75
Youarefree to expressyour opinion, however,your language, answers,body language, and the tone of your
voiceshouldremainconstructiveandneutral.
Sincecriticismwillshowyouinnegativelight,youshouldkeepyouranswershonestyetdiplomatic. 25
Youcantacklesuchquestionsbysaying,“Igotalongwellwithmostofmyfacultyandpeers.”
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FacilitatorGuide
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation4
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssucha
s
:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Thenverybluntlyasktheinterviewee:
Howlongdoyouplantostaywiththiscompanyifyouareselected?
Afterthecandidateresponds,asksarcastically:
Doyouseriouslymeanthat?
Say
De-brief:
Don'tprovideunrealandidealisticanswers.
Youranswersshould behonest yetdiplomatic.In asituationlikethis, the interviewerdoesnot expectyouto
provide aspecifictimeline.
Youcansaysomething like,“I wouldliketo staywiththe companyaslongasI cancontributeconstructively
anddevelopasanemployee,withintheorganization,professionallyandfinancially.”
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation5
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssuchas:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Askhim/herhowimportanthe/shethinksitistobepunctualinthecorporateworld.
Afterhe/sheanswers,lookupsternlyattheintervieweeandinacrispvoice,say:
Youwerelateforthisinterviewby10minutes.Thatsurelydoesnotseemtobeinlinewithwhatyoujust
said?
Say
De-brief:
Politelyapologizeforbeinglate.
Youcanaddsomething suchas,“I assureyouthisisnot ahabit”. All your future actionsshould bein linew
ith
this statement.
Avoidgiving anyexcuses.
Youmightfeel obligated to provide ajustificationfor your tardiness,but the interviewerisnot interested in 100
that.
95
Donotoverapologize.Oncethisresponseisoutoftheway,turnyourfocusbacktotheinterview.
75
25
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ConsignmentBookingAssistant
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation6
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssucha
s
:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Afteraskingafewacademicorjob-relatedquestions,asktheinterviewee:
Ifyougetthisjob,whatsalarypackagedoyouexpectustogiveyou?
Say
De-brief:
If there isno wayfor youto avoidthisquestion, respondto the interviewerby providing areasonable a
n
d
well-
thoughtoutsalaryrange.
RolePlay
Conductaroleplayforthesituationgiven.
RolePlay–Situation7
Theinterviewerwillstartbyaskingtheintervieweeafewgenericquestionssucha
s
:
Whatisyourname?
Tellmesomething aboutyourself?
Canyoutellmesomethingaboutyourfamily?
Then,bringingtheinterviewtoaclose,asktheinterviewee:
Doyouhaveanyquestionsforme?
Say
De-brief:
Askrelevantquestions.
Don'tbombardtheinterviewerwithquestions.
Ifyouhavequestionsabouttheresultoftheinterview,youcanlimityourquestionsto1or2.Keepthems
h
o
rtand
relevantlike:
WhenwillIbeinformedabouttheresultsoftheinterview?
Whataretheworkinghours?
Willthejobrequiremetotravel?
Explain
Telltheparticipantstobepreparedforansweringdifferenttypesofquestionsinaninterview.
Staycalmandfocused, and takeamomentto thinkabout howyoushould respond. Alwaysmaintaina
confidenttone.
100
Trytokeepyouractions,tone,andgesturesneutral. 75
Maintainyourcomposurewhileansweringpersonalquestion.
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FacilitatorGuide
Do
Tellalltheparticipantstoformpairsagain.
Tellthemtousethefollowinglistoffrequentlyaskedinterviewquestionstoconductmockinterviews.
Theywilluseallorsomeofthesequestionstoconductmockinterviewswiththeirpartners.
Onepartnerwillplaytheroleoftheinterviewerwhiletheotherwillplaytheroleoftheinterviewee.
Aftertheyarethroughaskingandansweringthequestions,theroleswillbereversed.
Thesamelistofquestionswillbeusedagain.
Aftereachmockinterviewasktheinterviewertoprovidefeedbackandclearanydoubtsthatmaya
ris
e
.
Timeallottedforeachsituationis30-35minutes.
Activity
MockInterviewQuestions
MockInterviewQuestions
Doyouhaveanyquestions forme?
Summarize
Closethediscussionbydiscussingthequestionsinthebothactivities.
Asktheparticipantswhattheyhavelearnedfromthisactivity.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
100
95
75
25
0
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ConsignmentBookingAssistant
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Chartpapers
Blanksheetsof p
a
e
r
Pens
Ask
What do youunderstandby workplace terminology?
Areoffer letter andcontractof employment the s
m
a?
e
Say
Let'sstart thisunit withanactivity.
TeamActivity
Workplaceterminology
Thisisagroup activityconductedin three p
a
rts
.
Part 1
SheilareceivedacallfromtherecruiterofMNDCompany.Beforesheisrecruitedbythecompany,thinkof
the recruitment processshewill haveto gothrough. Startfrom the telephone callto signing her letter of
acceptance.Writedownallthewordsthatcometoyourmind.
ActivityDe-brief
Havetheparticipantsreadoutthewordstheyhavewritten
Encouragealltheparticipantstoparticipateintheactivity
Do
Dividetheclassintosmallgroupsof4or6.
Instructtheparticipantsthattheywillbedoingabrainstormingactivity.
Givethemonechartpapereach.Tellthemtodividethechartintwoparts.
Instructthemthattheyhavetouseonehalfofthechartpapernow.Theotherhalfwillbeusedlater. 100
Theparticipantshavetowriteallthewordsthatcometotheirmindrelatedtotherecruitmentprocess. 95
Givethem10minutestodotheactivity.
75
Tellthemthattherearenorightorwronganswers.
Keepatrackofthe time.
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FacilitatorGuide
Say
Youallknowquiteafewwordsrelatedtothetermsusedintheoffice.
Letustalkaboutsomenewtermsthathavebeenmissedout.
Discuss“WorkReadiness–TermsandTerminology”withtheparticipantsasgivenintheParticipantHandbook.
Ask
Why isit important to knowthe workplaceterms?
Howdo theyhelp?
Canthe wordsbecategorisedfurther?
Say
Let'snowcontinuethe activity.
TeamActivity
Terms andTerminology
Thisisagainagroup activity. Themembersof the group remainthe sameasin Activity1
.
Part 2
Withthehelpofthenewtermsyouhavelearned,makeaflowchartofthehiringprocessofMNDCompany.
ActivityDe-brief
Askthegroupstosharetheflowchartsandthenewtermstheyaddedwhilepreparingtheflowchart.
Do
Instructtheparticipantsthattheyhavetousethe2ndhalfofthesamecharttheyhadusedbefore.
Usingthe newterminologyand the termsthey had previouslywrittenon the chart,they haveto makeaflo
w
chartofthehiringprocessoftheMNDCompany.
Givethem10minutesforthisactivity.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Say
Let'sgoaheadwiththe activity.
TeamActivity
Terms andTerminology
Theactivitycontinues withthe samegroup members.
100
Part 3
SheilanowworksfortheMNDCompany.Sheisnotawareof thecompanycultureandpolicies.Shegoesto 95
theHRDepartmenttogetherdoubtsclarified.Canyouthinkofthetermsforwhichshewantsclarity?Make
alistofthosewords.
75
ActivityDe-brief
Askthegroupstosharetheirlistofwords.Someofthewordsarebenefits,comp.time,deduction,employee 25
training,holidays,lay-off,leave,maternityleave,mentor,notice,paternityleave,andtimesheet.
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Do
Instructthe participants to identify the keytermsanemployeeof acompanyshould know.Theycanuseth
e
samechartpaperforthisactivity.
Givethem5minutesforthisactivity.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Summarize
Note: Youcaneither summarizethe keypointsof the unit or havearole playwhereanemployeehasjust
joinedacompanyandtheHRManagerexplainsthetermsofemployment.
100
95
75
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FacilitatorGuide
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95
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UNIT7.5: UnderstandingEntrepreneurship
KeyLearningOutcomes
Attheendofthisunit,participantswillbeableto:
1. Discusstheconceptofentrepreneurship
2. Discusstheimportanceofentrepreneurship
3. Describethecharacteristicsofanentrepreneur
4. Describethedifferenttypesofenterprises
5. Listthequalitiesofaneffectiveleader
6. Discussthebenefitsofeffectiveleadership
7. Listthetraitsofaneffectiveteam
8. Discusstheimportanceoflisteningeffectively
9. Discusshowtolisteneffectively
8. Discusstheimportanceofspeakingeffectively
11. Discusshowtospeakeffectively
12. Discusshowtosolveproblems
13. Listimportantproblemsolvingtraits
14. Discusswaystoassessproblemsolvingskills
15. Discusstheimportanceofnegotiation
16. Discusshowtonegotiate
17. Discusshowtoidentifynewbusinessopportunities
18. Discusshowtoidentifybusinessopportunitieswithinyourbusiness
19. Explainthemeaningofentrepreneur
20. Describethedifferenttypesofentrepreneurs
21. Listthecharacteristicsofentrepreneurs
22. Recallentrepreneur successstories
23. Discussthe entrepreneurialprocess
24. Describetheentrepreneurshipecosystem
25. DiscussthepurposeoftheMakeinIndiacampaign
26. Discusskeyschemesto promoteentrepreneurs
27. Discusstherelationshipbetweenentrepreneurshipandriskappetite
28. Discusstherelationshipbetweenentrepreneurshipandresilience
29. Describethecharacteristicsofaresiliententrepreneur
30. Discusshowtodealwithfailure
100
95
75
25
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Say
Let'sstart thissessionwithsomeinteresting questions about Indianentrepreneurs.
TeamActivity
QuizQuestions
1. WhoisthefounderofRelianceIndustries?
DhirubhaiAmbani
2. WhoistheChairmanofWiproLimited?
AzimPremji
3. Wholaunchede-commercewebsiteFlipkart?
SachinBansaland BinnyBansal
4. WhoisthefounderofPaytm?
VijayShekharSharma
5. WhoisCEOofOLACabs?
BhavishAggarwal
6. Who isthe founder of Jugnoo? Samar
Singla(autorickshawaggregator)
7. WhoisthefounderofOYORooms?
BhavishAggarwal
Do
Tellthemthatyouwillaskthemfewquestionsaboutafewentrepreneurs. 100
Dividetheclassintotwogroups.
95
Inturnsaskthequizquestionstothegroups.
Iftheanswerisincorrectpassthequestiontotheothergroup.
75
Sharetheanswerifthegroupsarenotabletoanswer.
Congratulate the participants whoansweredcorrectly. 25
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ConsignmentBookingAssistant
Ask
What do youunderstandbyentrepreneurs?
What isthe importance of entrepreneurshipin today's scenario?
What do youthinkarethe characteristicsof successfulentrepreneurs?
What aredifferent typesof enterprisesthat anentrepreneur in Indiacanownandru
n
?
Say
Talkabout entrepreneurs,importance of entrepreneurship, characteristicsof successfulentrepreneurs,a
n
d
differenttypesofenterprisesinIndiaasdiscussedintheParticipantHandbook.
Tellthe participants,storiesof successfulIndianentrepreneurs-their struggles,the momentsof heartbreak,
the perseverance andtriumph.
Askthemiftheyknowofanysuchentrepreneur.
Summarize
Closethe discussionby summarizingabout the opportunities for entrepreneurs in In
d
ia
.
Notesfor Facilitation
Checkout different Governmentschemesfor smallentrepreneurs. Sharethe information withthe
participants.
YoucantellthemaboutthegovernmentwebsiteslikeStartUpIndia,mudra.org.inetc.
DiscussaboutvariousschemesandpoliciesbytheGovernmentofIndiaforentrepreneurs.
100
95
75
25
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FacilitatorGuide
UNIT7.5.2: LeadershipandTeamwork
UnitObjectives
Atthe endof thisunit, participants will beable to:
Listthe qualitiesof aneffectiveleader
Discussthe benefitsof effectiveleadership
Listthe traitsof aneffectiveteam
Resourcesto beUsed
Participant H
k
o
b
d
n
a
Blank sheets of paper
Pens
Do
Showthepicturegivenbelowtotheclass.
Askthemtoquicklywriteonapieceofpaperwhatcomestotheirmindafterseeingthepicture.
Nowaskthem,“Whatdoyouunderstandfromthispicture?”
Encourageparticipantstosharetheirthoughts.
Say
Thispicturedepictsthequalitiesofaleaderandthedifferencebetweenaleaderandaboss.
Abossfocusesonstructureandinspiresfearwhereasaleaderfollowsvisionandgeneratesenthusiasm.
Abossblamesemployeesforthebreakdownwhereasaleaderfixesbreakdowns.
Abossdependsonauthoritywhereasaleaderdependsongoodwill.
Abosssays“I”andaleadersays“We.”
Abossdrivesemployeeswhereasaleadercoachesthem.
Abosstakescreditwhereasaleadergivescredit.
100
Say 95
Ask
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Say
LetusdiscussbenefitsofeffectiveleadershipasdiscussedintheParticipantHandbook.
“Out-of-the-box thinking” isoneof the newleadership styles.It meansthinkingdifferently and from anew
perspective.
Ask
Doyou consider yourselfateam player?
TeamActivity
LongChain
Thisisagroupactivity.
Do
Dividetheclassinto2teams.
Askeachteamto createa chain usingmaterials they havein classsuch asshoe laces, belts,paper,
handkerchief, ribbons,etc.
Theteamthatcreatesthelongestchainwinsthegame.
Observeiftheparticipantsareinteractingwiththeirteamorworkinginisolation.
Shareyourobservationswiththeclass.
Say
De-brief:
Whatdidthewinningteamdodifferently?
Whowasresponsibleforthewinningteam'ssuccess?
Howdoesthisactivityexplaintheroleofteamworkinentrepreneurials
u
c
e
?
s
Say
Telltheclassthatboththeteamsperformedwell.
Discuss that the objective of thisactivity wasto open communicationchannelsandhowthishasb
e
n
achieved.
Theparticipants should aimto keepthe communicationchannelsopen wheninteracting withtheir peersa
n
d
teammembers.
Itwillsetthepaceandenthusiasmrequiredforalltheensuingteamworkactivities.
Talkabout teamworkandimportance of teamworkin entrepreneurial successasdiscussedin the Participant
Handbook.
Summarize
100
Closethediscussionbysummarizingabouttheimportanceofteamworkforemployees.
95
Teamworkhelpsinreducingstressfortheemployees.
Teamworkhelps employersin generating morenumber of solutions to aproblemanddeveloping
75
improved communicationamongstemployees.
Asktheparticipantswhattheyhavelearnedfromtheseexercises. 25
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Activity1
Activity–ChineseWhisper
Step1: Formacircle.
Step2:Startawhisperchain.Anyoneparticipantwillwhisperamessageintohis/herneighbour'sear.Noone
elsemusthearthemessage.Themessagecanbeseriousordownrightsilly.
Step3: Thenextpersonwhofirst heardthe messageshould whisper the messagevery quickly to the person
sittingnexttothem.
Step4:Thegamegoesonuntilthelastpersonsayswhatevertheyheardoutloudandthefirstpersonreveals
the realmessage.
Comparethem andhaveagreatlaugh!
Ask
De-briefquestions:
Wastheoriginalmessagethesameasthemessagethatiscommunicatedattheendofthegame?
Whydoyouthinktherewasadifferenceinthemessages?
Say
No,theoriginalmessagewasnotsameattheendofgame.
Thebarriersto communicationlikelanguage, disturbance andnoise,poor listening skills,boredom, p
o
r
speakingskills,etc.arethepotentialreasonsthishappens.
Therearevariousaspectsto communication. Speakingskillsandlistening skillsaretwomajorcomponentsto 100
anycommunication.Thereisalwayssomeroomforimprovementinthewaywecommunicate.
Itisimportanttoaccepttherealityofmiscommunicationandworktominimiseitsnegativeimpacts. 95
75
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ConsignmentBookingAssistant
Say
Communicationisatwo-wayprocesswherepeopleexchangeinformationorexpresstheirthoughtsa
n
d
feelings
Itinvolveseffectivespeakingandeffectivelistening.
IfIgotothestoretogetbread,Iexchangemoneyforthebread.Igivesomethingandgetsomethinginreturn.
Communication takes place in the same manner. You have to provide and receive information for
communicationtotakeplace.
Ask
Howoftendoyouhearthesestatements?
“You'renotlisteningtome!”
“Whydon'tyouletmefinishwhatI'msaying?”
“Youjust don'tunderstand!”
Whatdoyouthinktheotherpersonistryingtoconveytoyouthroughthesesentences?
WewillnottalkabouttheimportanceoflisteningeffectivelyasdiscussedintheParticipantH
a
n
d
b
o
k
.
Say
Let'splayagameto understandeffectivelistening processbetter.
Do
Thisisaclassactivity.
Theparticipantsneedtoanswerthequestionstheyhear.
Instructthemtolistencarefully.
Youwillreaditatastretchandifneedberepeatitoncemore.
Telltheparticipantstoraisetheirhandiftheyknowtheanswertothequestionasked.
Keepacheckontime.
Activity2
Riddles:
Isthereanylawagainstamanmarryinghiswidow'ssister?
Ifyouwenttobedateighto'clockatnightandsettheclock'salarmtoringatnineo'clock,howmanyhoursof
sleepwouldyouget?
Dothey havea26thof JanuaryinEngland?
If youhad only onematchandentered adarkroom that hadakerosenelamp,oil heater,and awoodstove,
whatwouldyoulightfirst?
TheDelhi Daredevilsandthe ChennaiSuperKingsplayfive IPLmatches.Eachwinsthree matches.Nomatch
wasatieordispute.Howisthispossible?
100
Therewasanairplanecrash.Everysinglepersondied,buttwopeoplesurvived.Howisthispossible?
95
theyweretravellingtoorthecountrytheyweretravellingfrom?
Amanbuildsanordinary housewithfour sidesexceptthat eachside hasasouthernexposure. Abearcomes
tothedoorandringsthedoorbell.Whatisthecolourofthebear?
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FacilitatorGuide
Answers:
There'snolawagainstamanmarryinghiswidow'ssister,butitwouldbetheneatesttrickinthebooksinceto
haveawidow,themanwouldhavetobedead.
You'dgetonehour'ssleepsincealarmclocksdonotknowthedifferencebetweenmorningandnight.
Oh,yes.Theyhavea26thofJanuaryinEngland.Theyalsohavea27th,a28th,andsoon.
Firstofall,youwouldlightthematch.
WhosaidtheDelhiDaredevilsandtheChennaiSuperKingswereplayingagainsteachotherinthosegames?
EverySINGLEpersondied,butthosetwoweremarried.
Youcan'tburysurvivorsunderanylawespeciallyiftheystillhaveenoughstrengthtoobject.
Thebear that rangthe doorbell wouldhaveto beawhitebear.Theonly placeyoucould build ahousewith
foursouthernexposuresisattheNorthPolewhereeverydirectionisinSouth.
Ask
De-briefquestion:
Whatwerethebarriersthatcameintoyourwayoflistening?
Howcanyouovercomebarrierstolistening?
Say
Thereisadifferencebetweenhearingandlistening.
Ifyoudon'tlistenproperly,themessagemaybemisunderstood.
Beopen-mindedwhilelisteningtosomeone.
Itisimportanttolisteneffectivelyandcarefullywithoutmakinga
s
u
mp
tio
n
s
.
Activity3
ElevatorPitch:
Youare in the lift of a hotel and you bumped into your former client who is afamous businessman. He has
financedalot of smallbusinessventuresandcanfinanceyournewstart-uptoo.Afterexchangingpleasantries,
heasksyouwhatyournewcompanydoes.Youopenyourmouth,andthenpause.Wheredoyouevenbegin?
Then,asyoutrytoorganizeyourthoughts,hismeetingiscalled,andheisonhisway.If youwouldbeenbetter
prepared,you'resurethathewouldhavestayedlongenoughtoscheduleameetingwithyoutoo.
Ifyouweregivenanotherchance,whatwouldyouhavesaidtothisperson?
Do
Start off the taskby providing abeginning sentenceto getthe story started,andthen goaroundth
e
classroom
gettingeachonetoaddanewsentencetokeepthestorygoing.
100
Thistaskshouldbedonespontaneouslyallowingonlyalittletimetothink(30seconds). 95
Forexample:Therewasonceastudentwhowaslookingforajobaftergraduation. 75
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Notesfor Facilitation
Telltheparticipantstofollowthesestepstocreateagreatpitch,butbearinmindthatyou'llneedtovaryyour
approachdependingonwhatyourpitchisabout.
1. Identify YourGoal: Startbythinkingabouttheobjectiveofyourpitch.Forinstance,doyouwanttotell
thepotentialclientsaboutyourorganization?Doyouhaveagreatnewproductideathatyouwantto
pitchtoanexecutiveordoyouwantasimpleandengagingspeechtoexplainwhatyoudoforaliving?
2. Explain What You Do: Start your pitch by describing what your organization does. Focus on the
problemsthatyousolveandhowyouhelppeople.Askyourselfthisquestionasyoustartwriting:what
doyouwantyouraudiencetoremembermostaboutyou?Keepin mindthatyourpitchshouldexcite
youfirst.Afterall,if youdon't getexcitedaboutwhatyou'resayingneitherwillyouraudience.People
maynotremembereverythingthatyousay,buttheywilllikelyrememberyourenthusiasm.
3. Communicate Your USP: Your elevator pitch also needs to communicate your unique selling
proposition or USP.Identify what makesyou, your organization or your idea unique. You'll want to
communicateyourUSPafteryou'vetalkedaboutwhatyoudo.
4. Engage with a Question: AfteryoucommunicateyourUSP,youneedto engageyouraudience.Todo
this,prepareopen-endedquestions(questionsthatcan'tbeansweredwitha"yes"or"no"answer)to
involvethemin the conversation.Makesurethat you're ableto answeranyquestionsthat heor she
mayhave.
5. Put it all Together: Whenyou'vecompletedeachsectionof yourpitch,putit alltogether.Then,readit
aloud and use a stopwatch to time how long it takes. It should be no longer than 20-30 seconds.
Remember,theshorteritis,thebetter!
Example:
Here'showyourpitchcouldcometogether:
"My company deals with cloth retail online business and we use various e-commerce platforms to sell our
products.Thismeansthatyoucandoshoppingwitheaseandspendtimeonotherimportanttasks.Unlikeother
similarcompanies,wehaveastrongfeedbackmechanismtofindoutexactlywhatpeopleneed.Thismeansthat,
onaverage,95percentof ourclientsarehappywithourproducts.So,howcanyouhelpusincreatingourown
webportal?
6. Practice: Likeanythingelse,practicemakesperfect.Remember,howyousayit isjustasimportant as
whatyousay.Ifyoudon'tpractice,it'slikelythatyou'lltalktoofast,soundunnaturalorforgetimportant
elements of your pitch. Set agoal to practice your pitch regularly. The more you practice, the more
naturalyourpitchwillbecome.Practiceinfrontofamirrororinfrontofcolleaguesuntilthepitchfeels
natural.
Summarize
Closethe discussionby summarizinghowto speakeffectively asdiscussedin the ParticipantH
a
n
d
b
o
k
.
100
95
75
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FacilitatorGuide
UNIT7.5.4: ProblemSolving&NegotiationSkills
UnitObjectives
Atthe endof thisunit, participants will beable to:
Discusshowto solveproblems
Listthe important problemsolvingtraits
Discusswaysto assessproblemsolvingskills
Discussthe importance of negotiation
Discusshowtonegotiate
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
What isa'problem'?
Whatdoyouthinkaretheproblemsyoumayfaceintheprocessofbecomingasuccessfulentrepreneur?
Say
DiscussthedefinitionofproblemasgivenintheParticipantHandbook.
Inahurdleracethehurdlesaretheobstaclesonthewaytoreachyourgoal.
Similarly,obstaclesarethe hurdles youmayfacewhilereachingyour goal i.e. to set-upyourownb
u
s
in
e
s
.
Yourgoalwillbetoreachthefinishinglineaftercrossingthesehurdles.
Ask
Whatdoyoudowhenyoufaceaproblem?
Howdo youresolveit? Youcanpickexamplesfrom the question askedpreviously'the problemsthey arelikely
tofaceintheprocessofbecomingasuccessfulentrepreneur'.
Say
Discusshowto solveproblemsasgivenin the ParticipantH
a
n
d
b
o
k
.
TeamActivity
Thisisagroupactivity.
Thegroupswillsolvetheproblemandcomeupwiththebestsolutionineachcase.
1. Unabletoarrangeforsomeextrafinanceforsettingupabeautyparlour.Theloansanctionedanddisbursedis
notenough.Youhavetriedallyourcontacts,friendsandrelatives.Butunabletomanagetheextraamount. 100
Bankwillnotsanctionmoreamountasyouhaveusedupthecompletesanctionlimit.
2. Youhave rented aspacefor your business and all arrangements are done. Youwill be operating from the 95
officespacerentedintwodays.Nowtheownercomesuptoyouandsayshewantstoselltheplaceandwants 75
youtovacatein15days.
3. Youhavejustsetupyourbusinessandneedextrahumanresource.Youhavetriedinvieingafewalsotiedup
withanagencyforgettingtherightcandidate.Butyouareunabletogettherightcandidate.Ifthecandidateis 25
good,youcannotofferthesalarydemanded.Ifthecandidateagreestothesalary,he/shehasotherdemands
likeworkinghourstobereduced,leavesetc.whichmaynotworkforyoursetup. 5
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Do
Dividetheclassintothreegroups.Giveonescenariotoeachgroup.
Explainthepurposeanddurationoftheactivity.
Askthegroupstobuildonthescenarioandpresenttheirsolutionasaroleplay.
Say
De-briefquestions:
1. What wastheproblem?
2. Isthereanyotheralternativesolution?
3. Isthisthebestsolutionpresented?
Ask
Trytothinkof somepeoplearoundyouwhoareabletosolveproblemsveryeasily.Evenyouoryourfrie
n
dsmight
beapproachingthemwhenthereisaproblem.Whatqualitiesdotheyhave?Whatpersonalitytraitsdo such
peoplepossess?
Say
Discussthe important traitsfor problem-solvingasgiven in the ParticipantH
a
n
d
b
o
k
.
Ask
In order to build asuccessfulorganization,youneed to hire people whopossessgood problemsolving skils.
Howwouldyouassessthelevelofproblemsolvingskillsofpotentialcandidatesbeforehiringthem?
Say
Discusshowto assessfor problem-solvingskillsasgivenin the ParticipantH
a
n
d
b
o
k
.
Summarize
Asktheparticipantsthethingsthattheyhavelearntsofar.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
Summarizethediscussiononproblemsolving.
Activity
The activity is to organise an election event. Select three volunteers from the group. They have to
give a
speechontheirelectionmanifestototheclass.Theyhavetonegotiatewiththefellowparticipantsand
convincethemtovoteforthem.Thebestnegotiatorwillwintheelection.
100
Do 95
Askthreeparticipantstovolunteerfortheactivity. 75
Explainthepurposeanddurationoftheactivity.
Setguidelines pertaining to discipline andexpected tasks.
25
0
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FacilitatorGuide
Ask
Out of the three contestants,whomwouldyousupport?Why? What did they sayor do whichconvincedyou
to makeyourdecision?
Haveyouevertriedtonegotiateinyourpersonalorprofessionallife?
Asktheclasstosharesomeoftheirexperienceswheretheyhavebeenabletostrikeadealbynegotiating.
Say
Discuss“What isNegotiation?” asgiven in the ParticipantH
a
n
d
b
o
k
.
Ask
Why isit important to negotiate?Asanentrepreneur,wheredo youthinkthat negotiationskillswill b
e
needed?
Say
Discussthe importance of negotiationwhilestarting abusinessasgiven in the ParticipantH
a
n
d
b
o
k
.
Say
Discussthe important stepsto negotiateasgivenin the ParticipantH
a
n
d
b
o
k
.
RolePlay
Conductaroleplayactivity.
Asktheparticipantstoassembletogether.
Explainthepurposeanddurationoftheactivity.
Setguidelinespertainingtodisciplineandexpectedtasks.
Do
Dividethemintogroupsoffour(4)(dependingonthebatchsize).
Givethemthehand-outsforroleplayscenarios.
Twogroupstobegivenscenariosonproblemsolving.
Othertwogroupstobegivenscenariosonnegotiation.
Thegroupswillbuildonthescenariosandpreparefortheroleplay.
Givethegroupsatleast5minstodiscussandbereadywiththeroleplay.
Inviteeachgrouponebyonetocomeandpresenttheirroleplay.
ProblemsolvingScenario1
AvinashhasaMobileRepairStoreinAllahabad.Hisoutletisoneofthemostpopularoneinthevicinityand 100
hehasgreatrapportwithhiscustomers.Heisalwayswell-dressed,jovialandfullofenergy.
95
It'saround11AM,whenacustomerbargesintotheshopandstartsshoutingatAvinashforgivingherback
the instrument whichisstill not working. Thescreenof her mobile isalsocrackedfrom one side. Avinash 75
rememberedthoroughlycheckingthehandsetbeforehandingitovertothecustomer.Thecustomer
threatenstosuethecompanyandtogotoConsumerCourtforcheatingher.
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ProblemsolvingScenario2
Youarerunningasuccessfulsmallscalebusiness,ShreejiAggarbattis,.Yourstaffmembersdodoortodoorselling
andorganisemarketingcampaignsinlocalmarkets.Yourbrandhasestablishedit'snameinlastfewyears.
Recently,lotofcustomershavebeencomingtoyouandlodgingcomplaintsthatyourstaffmembersindulge
inmalpractices.Fewof theminformedyouthatastaffmemberengagedtheminafriendlyconversation.In
themeanwhile,theothergavethemlesserpacketsofaggarbattisthantheypaidfor.
Anothersetofcustomerslodgedcomplaintaboutthemisconductandrudebehaviourofaparticularstaffmember.
Youoftenhearfromyourcustomersthattheordersdon'tgetdeliveredontimeorwrongproductsgetdelivered.
Youhavealready beenstrugglingwith shortage of staff and suchcomplaints are aseriousconcernasit is
hamperingyourbrandimage.Whatstrategieswillyouadopttosolvethisproblem?
Negotiation Scenario1
Youhaveinterviewedaprospectivenewemployeewhocouldbeakeymemberof yournewentrepreneurial
venture.Thenewpersonisdemandingasalarythatis20%higherthanyouthoughtbasedonyourbusiness
plan.Financesaretight,yetyoubelievethispersoncouldmakeasignificantimpactonfutureprofits.If you
paidtherequiredsalaryforthenewperson,thenyouwouldhavetorestructureyourentirebusinessplan.
You'vebeensearchingfor anindividualwiththisskilllevelforthreemonths.tothecandidateiswaitingfor
yourresponse.Nowyouhavetocallhimintomakethefinalnegotiations.
Negotiation Scenario2
You are a young entrepreneur who has just registered his start up project and applied for a bank loan
accordingly.Youreceivealettersayingthatyourloanapplicationhasbeenrejectedasyourstartupideadid
not appeal to the bank and they think that it is not a revenue generating model. You have taken an
appointmenttomeetthemanagerandshowyournegotiationskillstogetyourloanapproved.
Notesfor Facilitation
Facilitating Role Plays
Preparingfortheactivity
1. Carefullyreviewthedetailsofthescenarioandthecharacterdescriptions.
2. Becomefamiliarwiththekeyissuesbeingaddressedinthescenario.
3. Studythe provided material sothat youareready to addressissuesrelatedto the situations depictedin the
role-plays.
4. Anticipateandknowhowtoaddressissuesparticipantsmightraiseduringtheactivity.
Conducting theactivity
1. Introduce the activity. Emphasizethat role-playing provides participants withanopportunity to apply their
newknowledge,skills,andtoolsinsituationsthatsimulateactualinteractionswithcustomers.
2. Askparticipants to form pairs.Directthe membersof eachgroup to choosewhowill playthe roles. Remind
thegroupsthateachparticipantshouldbegiventheopportunitytoplay/practicethedifferentroles.
3. Conductademonstration sothat participants becomefamiliar withthe expectationsrelatedto the rolesand
supportmaterials.
4. Givethepairs/groups10to15minutestoconducttherole-play(dependingonthedurationofthesession). 100
5. Afterallthegroupshavefinishedwiththerole-play,conductadebriefingsessiononeachrole-play.
95
6. Askthe groups to takefive minutes to talk about whathappened during the role-play. Thegroups should
discuss the questions given in the debriefing for each role-play. Encourage participants to provide 75
constructivecriticismduringtheirdiscussions.
Summarize 25
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FacilitatorGuide
Resourcesto beUsed
Participant H
k
o
b
d
n
a
Blank sheets of paper
Pens
Ask
Howdoesanentrepreneuridentifyanopportunity?
Whatdoyouthinkarethecommonqueriesorconcernsfacedbyentrepreneurs?
Howcanyouidentifynewbusinessopportunity?
Say
Let's talk about opportunity, common queries or concerns faced by entrepreneurs, idea asan opportunity,
factorstoconsiderwhenlookingforopportunities,waystoidentifynewbusiness,andopportunityanalysis
asdiscussedinParticipantHandbook.
Let'sdoanactivitytounderstandwaystoidentifybusinessopportunitieswithinyourbusiness.
Do
Telltheclassthatthisisanindividualactivity.
Telltheparticipantstocreateamatrixontheirnotebooks.
Therewillbefourboxesinyourmatrix.
Strength,Weakness,OpportunityandThreatswillbethefourheadingsofthematrix.ThisiscalledtheSWOTmatrix.
Readoutthequestionstothemandtelltheparticipantstheyneedtoanswerthequestionsaskedineachmatrix.
TellthemtheycanalsousetheirownunderstandingofthemselvestofilltheSWOTmatrix.
Activity
DoyourSWOTanalysis
Strength Weakness
What areyour strengths? Whatunique What areyour weaknesses? Whatdoyour
100
dobetterthanothers?
75
Whatdoothersperceiveasyourstrengths?
Opportunity Threat
Whattrendsmaypositivelyimpactyou? Doyouhavesolidfinancialsupport? 25
Whatopportunitiesareavailabletoyou? Whattrendsmaynegativelyimpactyou? 5
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ConsignmentBookingAssistant
Do
Congratulateeveryonefortheclassactivity.
Asktheaudiencetoapplaudforthemselves.
Allottheparticipantssufficienttimetocompletethisactivity,butdokeepacheckontim
e.
Askde-briefquestionstoculloutinformationfromtheparticipants.
Ask
De-briefquestions:
WhatareyourweaknessesaccordingtoyourSWOTanalysis?
Doyouthinkyoucanchangeyourweaknessintostrength?H
w
o
?
Doyouthinkyoucanworkonyourthreats?How?
Summarize
Closethediscussionbysummarizingwaystoidentifybusinessopportunitieswithinyourb
u
s
in
e
s
.
Asktheparticipantswhattheyhavelearnedfromthisexercise.
Askiftheyhaveanyquestionsrelatedtowhattheyhavetalkedaboutsofar.
100
95
75
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FacilitatorGuide
Resourcesto beUsed
ParticipantHandbook
Chart papers
Marker p e
n
s
Pencils
Colourpencils
Scale
Eraser
Otherrequisitestationery material
Ask
Doyouthinkthatentrepreneursneedsupport?
Whatdoyouthinkisaneco-system?
Whatdoyouthink'entrepreneurshipsupporteco-system'm
?
s
n
a
e
Say
Let'slearnwhatentrepreneurshipsupporteco-systemmeans.
Discuss'EntrepreneurshipSupportEco-System'asgivenintheParticipantH
a
n
d
b
o
k
.
Ask
Canyoudefineentrepreneurshipsupporteco-system?
Whatarethekeydomainsofthesupporteco-system?
Say
Let'slearnmoreaboutthesedomainsbyconductinganactivity. 100
TeamActivity
Making apostershowingthe entrepreneurshipsupport eco-system. 25
0
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ConsignmentBookingAssistant
Do
Dividetheclassintogroupsoffourorsix.
Handoutchartpaperandcolouredpens.
Explainthepurposeanddurationoftheactivity.
Goaroundcheckingtheprogressofeachgroup.
Setguidelinespertainingtodisciplineandexpectedtasks.
ActivityDe-brief
Askeachgrouptodisplaytheirposterandexplainthekeydomainsofentrepreneurshipsupporteco-system.
Policy
Market Finance
Entrepreneurship
Human
Capital Culture
Supports
Ask
What kind of government support eco-systemisavailablefor entrepreneurs in In
d
ia
?
Say
Discuss'Makein India' campaignasgiven in the ParticipantH
a
n
d
b
o
k
.
TeamActivity
Presentationon keyschemesto promote entrepreneurs
Do
Dividetheclassintopairs.
Numbereachpairfrom1-15.
Assignascheme,sameastheirgroupnumber,toeachgroup.
Askthemtoreadtheschemecarefullyandpresentittotheclass.
Explainthepurposeanddurationoftheactivity.
Goaroundcheckingtheprogressofeachgroup.
Setguidelinespertainingtodisciplineandexpectedtasks. 100
ActivityDe-brief 95
Askeachgrouptoexplaintheschemeofferedbygovernmenttopromoteentrepreneurs. 75
Summarize
Summarizethe unit by discussingthe keypointsandansweringquestions the participants may have.
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FacilitatorGuide
UNIT7.5.7: RiskAppetite&Resilience
UnitObjectives
Atthe endof thisunit, participants will beableto:
Discussthe relationship betweenentrepreneurshipand riskappetite
Discussthe relationship betweenentrepreneurshipandresilience
Describethe characteristicsof aresilient entrepreneur
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Chartpapers
Blanksheetsof p
a
e
r
Pens
Markerpens
Ask
Canyoudefineriskorexplainwhatconstitutesarisk?
Whatdoyoupeoplemeanwhentheysay,“Thismaybeariskyproposition”?
Whatrisksaretheytalkingabout?
Example Example
Let'shavealook atthesetwoexamples:
Rohit andhisfamily weretravelling by carfrom Delhi to Nainital. It wastheir secondtrip there. Rohit was
familiar with the road. His friends told him that the highway after Rampur wasin a bad condition. They
advisedhimtotakeashortcutandturnleftfromMoradabadandtaketheKaladhungiroad.Thisroadisina
bettercondition.
Since he was going with his family, and did want take the risk of getting lost, he left early. He took the
KaladhungiroadandreachedNainitalwellintime.
Suresh and his family too were travelling by carfrom Delhi to Nainital. It wastheir secondtrip there. His
friendstooadvisedhimtotakeashortcutandturnleftfromMoradabadandtaketheKaladhungiroadasthis
roadwasinabettercondition.
SureshtoodecidedtotaketheKaladhungiroadbutheleftDelhiintheafternoon.Itwasdarkbythetimehe
reachedKaladhungi,andhewassurethat hewastakingthe correctturn. Asit waslate, hecouldnot find
anyonetogivehimdirections.Heendedupbeinginanunknownplacethatwasscarcelyinhabited.
Say
100
Let'sseewhattypeofrisksRohitandSureshtook.
Discuss'RiskAppetiteandResilience'withtheparticipantsasgivenintheParticipantH
a
n
d
b
o
k
. 95
75
Say
Let'slearn moreabout riskappetiteandresiliencewiththe help of anactivity. 25
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TeamActivity
RiskAppetite
Thisisagroupactivity.
Inthepreviousunit,youreadsuccessstoriesofMrDhirubhaiAmbaniandDrKarsanbhaiPatel.
MrAmbanilefthisjobandstartedhiscompanyReliancewithjustRs.50,000/-.
Dr Patelkepthisjob, wentdoor-to-door to sellNirma,and only whenthe brand startedgaining p
o
p
ula
ritydid he
start hisowncompany.
Whattypesofriskdidbothofthemtake?
Whatriskfactors,doyouthink,didtheykeepinmindbeforelaunchingtheircompany?
WritetheRiskAppetiteStatementofboththecompanies.
ActivityDe-brief
Whotookagreaterrisk?
WhatarethedifferencesbetweentheRiskAppetiteStatementofboththecompanies?
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4.
Giveeachgroupachartpaper.
Tellthe participants that they haveto evaluatethe riskstakenby Mr Dhirubhai Ambaniand Dr Karsanbhai
Patel.
Givetheparticipants15minutestodiscussandwrite.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Ask
Doyouthinkallentrepreneurialventuresaresuccessful?
Whathappensifthefirstventureisnotsuccessful?
Shouldtheentrepreneurstopwhenfacedwithchallengesorfaceth
e
m?
Example Example
transactions.ThecompanygotlicensesfromRBIin2016tolaunchIndia'sfirsteverpaymentbank.Moreover, 95
themainmotiveofPaytmwastotransformIndiaintoacashlesseconomy.
75
After demonetization came into effect, Vijay Shekhar Sharma started promoting online and digital
transactions to deal with the cashcrunch. In fact, the service of the company'smobile wallet isaccepted
acrossIndia.ThelogoofPaytmisnowpopularalmosteverywherefromteastallstomajorcompanies.
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Say
Let'sseewhatqualitiesmadeVijayShekharSharmaaresiliententrepreneur.
DiscussEntrepreneurshipandResiliencewiththeparticipantsasgivenintheParticipantH
a
n
d
b
o
k
.
Say
Let'slearn moreabout entrepreneurshipand resiliencewiththe help of anactivity.
TeamActivity
Entrepreneurship andResilience
Thisisagroupactivity.
ActivityDe-brief
Eachgrouptogivetheirpresentation.
Whydidyouchoosethiscompany?
Whatisthesuccessstoryofthecompany?
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4.
Giveeachgroupachartpaper.
Tellthe participants that they haveto thinkof anentrepreneur whofacedchallenging times,but eventually
succeeded.
Givetheparticipants15minutestodiscussandwrite.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Summarize
Youcansummarizethekeypointsoftheunit.
Asktheparticipantswhattheylearnedfromthea
c
tiv
ite
s
.
Clarifyanyquestionsordoubtstheymighthave.
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UNIT7.5.8: SuccessandFailures
UnitObjectives
Atthe endof thisunit, participants will beable to:
Discusshowto dealwithfailure
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Haveyouheardthequote'nothingisimpossible'?
Whatdoyouthinkitmeans?
Doyouthinkthat all successfulentrepreneurs becamefamousovernightor did they haveto struggle or face
failure beforesucceeding?
Example Example
Say
Howdoyoudefinesuccessandfailure?
What isfear?
Discuss“successandfailure”withtheparticipantsasgivenintheParticipantH
a
n
d
b
o
k
.
Ask
Haveyoufelt or experienced fear?
What led you to feel that
emotion? Howdidyouhandle it?
Say 100
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FacilitatorGuide
TeamActivity
Dividetheclassintogroupsoffour.
Instructthemtothinkofonescenariowheretheyhavetointerviewasuccessfulentrepreneur.
Explainthepurposeanddurationoftheactivity.
Setguidelinespertainingtodisciplineandexpectedtasks.
Theyhavetochooseonepersonfromthegroupastheintervieweeandoneastheinterviewer.
Goaroundandmakesuretheyhaveunderstoodwhatistobedoneandarediscussingtherolesproperly.
Checkthat everyoneunderstands their role. Giveclarifications if needed. Givethe participants a
b
o
u
t5
minutes to discussanddecidetheirroles.
Askthegroupstostopthediscussionassoonasthetimeisover.
Inviteeachgrouponebyonetocomeandpresenttheirinterviewasaroleplay.
Notesfor Facilitation
Facilitating Role Plays
Preparingfortheactivity
1. Carefullyreviewthedetailsofthescenarioandthecharacterdescriptions.
2. Becomefamiliarwiththekeyissuesbeingaddressedinthescenario.
3. Studythe provided material sothat youareready to addressissuesrelatedto the situations depictedin the
roleplays.
4. Anticipatepotentialquestionsthatmightberaisedbytheparticipantsandbereadytoaddressthem.
Conducting theactivity
1. Introduce the activity. Emphasizethat role playingprovides participants withanopportunity to apply their
newknowledge,skills,andtoolsinsituationsthatsimulateactualinteractionswithcustomers.
2. Askparticipants to form pairs.Directthe membersof eachgroup to choosewhowill playthe roles. Remind
thegroupsthateachparticipantshouldbegiventheopportunitytoplay/practicethedifferentroles.
3. Conductademonstration sothat participants becomefamiliar withthe expectationsrelatedto the rolesand
supportmaterials.
4. Tomaintainspontaneityoftheinteractionsduringtheroleplay,asktheparticipantsnottodiscussthedetails
oftheirrolespriortotheroleplay.
5. Givethepairs15-20minutestoconducttheroleplay.
6. Circulateamongthegroupstoansweranyquestionsthatmayariseandprovideguidanceasneeded.
7. Afterallthepairshavefinishedwiththeroleplay,conductade-briefingsessiononeachroleplay.
8. Askthe groups to takefive minutes to talk about what happened during the role play. Thegroups should
discuss the questions given in the de-briefing for each role play. Encourage participants to provide
constructivecriticismduringtheirdiscussions.
9. Concludethe activity by askingparticipants to thinkabout whetherandhowthey mightusescripted role
playsintheirreallife.
Summarize 100
75
25
0
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Notes
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95
75
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FacilitatorGuide
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95
75
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ConsignmentBookingAssistant
Attheendofthisunit,participantswillbeableto:
1. Discusshowmarketresearchiscarriedout
2. Describethe4Psofmarketing
3. Discusstheimportanceofideageneration
4. Recallbasicbusinessterminology
5. Discussthe need for CRM
6. Discussthe benefitsofCRM
7. Discussthe need for networking
8. Discussthe benefitsofnetworking
9. Discussthe importance of settinggoals
10. Differentiate betweenshort-term, medium-termandlong-term goals
11. Discusshowto writeabusinessplan
12. Explainthe financialplanningprocess
13. Discusswaysto manageyourrisk
14. Describethe procedureandformalitiesfor applying for bankfinance
15. Discusshowto managetheir ownenterprise
16. Listthe important questions that everyentrepreneur should askbefore starting an enterprise
100
95
75
25
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FacilitatorGuide
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Chartpapers
Markerspens
Blanksheetsof p
a
e
r
Ask
Suppose,youwanttoopenarestaurant,whatarethefactorsyouwillconsider?
Howwillyoupromoteyourrestaurant?
Example Example
Let'shavealook atthisexample.
ArjunwasanMBAworkinginacompany.Buthewantedtostartalowcostbudgethostelforforeigntourists
coming to India. Hedid alot or market research before starting the project. Basedon the information he
gathered, hemadehisbusinessplan. Hishostelisnowflourishing andheisthinkingof expandingto other
touristdestinations.
Say
Discuss“MarketStudy”withtheparticipants.Referto theParticipantH
a
n
d
b
o
k
.
Let'slearnaboutmarketstudyandresearchwiththehelpofanactivity.
TeamActivity
Market Study
Thisisagroupactivity.
Youwantto start your owntuitioncentre.
What type of researchwill youdo?
Activity De-brief 100
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ConsignmentBookingAssistant
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4or6.
Giveeachgroupachartpaper.
Telltheparticipantsthattheyhavetostarttheirowntuitioncentre.
Givetheparticipants10minutestodiscussandwritetheresearchworktheyneedtodo.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Say
Byopening atuition centreyouareoffering a service.
Ask
What factorswill youkeepin mindbefore opening it?
Say
Discuss“The 4Psof Marketing” withthe participants asgiven in the ParticipantH
a
n
d
b
o
k
.
Say
Let'slearn about the 4Psof Marketing withthe help of anactivity.
TeamActivity
4 Psof Marketing
Thisisagroupactivity.
Youhaveto sellapento four different segments:
1. Ruralvillagers
2. Ruralmiddleclass
3. Urbanmiddleclass
4. Upper endrichpeople(Nichemarket)
Keepingthe 4Psof Marketing in mind, whatmarketingstrategywill youdesignto sell the pen?
Activity De-brief
Askeachgroup to to presenttheir strategy.
Encourageother groups to beinteractiveandaskquestions.
Do
Instructtheparticipantsthatthisisgroupwork. 100
Dividetheclassintofourgroups.
95
Giveeachgroupachartpaper.
Assigneachgroupatargetaudienceforsellingthep
e
n
s
:
75
1. Ruralvillagers
2. Ruralmiddleclass 25
3. Urbanmiddleclass 5
0
191
FacilitatorGuide
4. Upper endrichpeople
Telltheparticipantsthattheyhavetodesignamarketingstrategykeepingthe4PsofMarketinginmind.
Givetheparticipants20minutestodiscussandcomeupwiththeirstrategy.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit
ActivityDe-brief
Askeachgroup to comeforward andgiveabriefpresentation.
Askeachgroup whatthey keptin mindwhiledesigning their marketingstrategy.
Encourageother groups to beinteractiveandaskquestions.
Say
Eachentrepreneur hasanideaof wantshewantsto sell. It maybeaserviceor aproduct.
Discuss“Importanceof anIDEA”asgivenin the ParticipantHandbook.
Summarize
Summarizethekeypointsoftheunit.
Asktheparticipantswhattheylearntfromthea
c
tiv
ite
s
.
Encouragethemtoaskiftheyhaveanydoubts.
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UNIT7.6.2: BusinessEntityConcepts
UnitObjectives
Attheendofthisunit,participantswillbeableto:
Recallbasicbusinessterminology
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Say
Let'srecallsomebasicbusinessterminology.
DiscusstheBusinessEntityConceptsasgivenintheParticipantH
a
n
d
b
o
k
.
Let'slearnsomebasicbusinessterminologybyhavinganactivity.
Wewillhaveaquiztoday.
Activity
Theactivityisaq
u
iz
.
Do
Dividethe classin twogroups and giveanameto eachgroup.
Explainthe rules of the quiz. Foreachcorrectanswerthe group gets1m
a
rk
.
If the group isunable to answerthe question ispassedto the nextgroup.
Explainthe purpose andduration of the activity.
Askthe questions of the quiz.
Keepascoreof thegroups.
Setguidelines pertaining to discipline and expectedtasks.
Summarize
Summarizethe unit by discussingthe key points.
Notesfor Facilitation
QUESTIONS FORTHEQUIZ
1. What doesB2Bmean?
Business to business
2. What isafinancialreport?
100
A comprehensive account of a business' transactions and expenses
3. Who isasalesprospect? 95
A potential customer 75
4. Howisworkingcapital calculated?
Current assets minus current liabilities
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95
75
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UNIT7.6.3: CRM&Networking
UnitObjectives
Attheendofthisunit,participantswillbeableto:
Discussthe need for CRM
Discussthe benefitsofCRM
Discussthe need for networking
Discussthe benefitsofnetworking
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Canyourbusinessrunwithoutcustomers/buyers?
Whoisthemostimportantentityinanyb
u
sin
e
s?
Say
Thekeyto everysuccessbusinesslieson understandingthe customer'sexpectationsandproviding excelent
customerservice.
Discussabout CRManditsbenefits. Referto the ParticipantHandbook.
Providingexcellentcustomerserviceentails:
Treatingyourcustomerswithrespect.
Beavailableaspertheirneed/schedule.
Handlingcomplaintseffectively.
Buildinglonglastingrelationships.
Collectingregularfeedback.
Handlecustomercomplaintsproactively. Ask“whathappened”, “whyit happened”, “how canit beavoided
nexttime”,etc.
Collectingfeedbackfromthecustomersregularlywillenableyoutoimproveyourgood/service.
“Let's understand it better with the help of somecasescenarios. Youwill be given somecaseswithin your
groups. You have to analyse the case scenario that has been given to you and then find an appropriate
solutiontotheproblem.”
Do
Dividetheclassintofourgroupsofmaximumsixparticipantsdependingonthebatchsize.
Giveonecasestudytoeachgroup.
100
Instructthemtoreadthecasecarefully.
Thegroupisexpectedtoanalyseanddiscussthecaseamongstthemandfindasolutiontothegivenproblem. 95
caseandnotedowntheirsolutions.
Attheendof10minutes,theteamshouldpresenttheircasesolutiontotheclass.
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FacilitatorGuide
TeamActivity
Case StudyAnalysis
Rajurunsabusinessofwoodenfurniture. Hehasahugelistof customersonFacebookandWhatsAppwhogive
himordersregularly.Ankitaisoneofhisoldandregularcustomers.SheplacedanorderforanewchesterandTV
cabinetviaWhatsAppandrequestedRajuto sendthemassoonaspossible. When the parcelreachedAnkita
throughcouriershefound thatchesterwasbrokenandthe TVunit waschippedfromthebottom. Ankitawas
heartbroken.Itwasacompletewasteof money.ShesentamessagetoRajuonWhatsApp,expressingheranger
anddisappointment. Rajumightloseanold customerforever if hedoesn't satisfythe customer.What should
Rajudotoretainhiscustomer?
Scenario 2
Rajnirunsaboutiqueshop.Shesellssuitsandsarees.Sheisoneofthemostsuccessfuldesignerinhercity.Rajni
swearsthatalltheclothesin herboutiquehaveuniquedesigns.Smitahastoattendhercousin'swedding;she
goestoRajni'sboutiquetobuyasaree.Smitawantedauniquedesignersaree.Rajnicustomizedasareeforher
andsentitoverthecourier.WhenSmitahadalookatthesareesherealisedhertwofriendshadthesamedesign
sarees.ShesentamessagetoRajnionWhatsApp,expressingherangeranddisappointment.DidRajnimakea
falsepromise?Wereherdesignscopied?Whatcouldhappento Rajni'simageafterthisincident?Whatwould
youdoifyouwereinRajni'splace?
Scenario 3
Shamaisabeauticianwhooffersparlourservicestoladiesbymakinghomevisits.Recently,Shamagothername
registeredonane- commercewebsite.Twodaysearlier,shegotamessagefromMrsSushma.Theappointment
wasfixedfornextday,11:00amandtheremunerationfortheserviceswasdecidedbeforehand.WhenShama
reachedthereat10:50am,MrsSushmawasnot athome.WhenShamacalledher,sheaskedhertowaitfor a
while. Mrs Sushmareached home at 11:45 am.Meanwhile, Shamahadto reschedule her next appointment.
AfteravailingShama’sservices,MrsSushmarefusedtopaytherequisiteamountandstartedfindingfaultsinthe
servicesprovidedbyher.Whowasatfaultinthisscenario?Whatshouldyoudoin casethecustomerbehaves
unreasonably?WhatwouldyoudoifyouwereinShama’splace?
Scenario4
Shailenderisthemanagerof acarshowroom.Heproactivelytakespartinallthetransactionsthathappeninhis
showroom.Vinitawantstobuyanewcar.ShehaschosenacarfromShailender’sshowroom.Thesalesperson
hasgivenheraverygooddiscountandhasalsopromisedfreeserviceforoneyear.Vinitagoestotheshowroom
andaskstocompletealltheformalitiestopurchasethecar.Whensheseesthefinalbill sherealizethatshehas
not received the promised discount neither was there any mention of the free services. She immediately
demands to see the Shailender. When Shailender’s head asks how much discount Vinita was promised, he
realisedthediscountwillmakethesaleinloss.Thecarshowroomownermightloseacustomeranddealdueto
falsecommitmentsmadebyhismanager.Besides,thecustomermighttellthistootherpeople,creatingabad
name and image for the showroom. If you owned that showroom, how would you have convinced your
customer?
Say
Now,let'sdiscusstheproblemandsolutionwiththeclass.
Thegroupwillfirstbrieflydescribethecasetotheclass.
Thendiscusstheissueidentifiedandtheproposedsolution. 100
Presentthesolutionasaroleplay.
95
Postpresentation,theothergroupsmayaskquestionsfromthegroupthathaspresented.
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Do
Congratulateeachgroupforthepresentation/roleplay.
Asktheaudiencetoapplaudforthem.
Keepacheckontime.Tellthegrouptowindupthediscussionquicklyiftheygobeyondthegiventimelimit.
Say
Ifyourcustomersarehappywithyoutheywillgivereferralswhichwillhelptogrowyourb
u
s
in
e
s
.
Onemorewayofgrowingbusinessis'Networking'.
DiscussNetworkinganditsbenefits.RefertotheParticipantHandbook.
Activity
Group Discussion
Conductagroup discussionin the classon howthey cando networking for theirb
u
s
in
e
s
.
Summarize
Askthe participants whatthey havelearnt from thisexercise/activity.
Askif they haveanyquestions relatedto whatthey havetalkedabout sofar.
Close the discussion bysummarizing the importance of CRM andNetworking forentrepreneurs.
Close the discussion bysummarizing the importance of CRM andNetworking forentrepreneurs.
100
95
75
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Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Chart papers
Blank papers
Marker p
e
n
s
Ruler
Ask
Rememberwehad writtenSMARTGoalsin aprevious session?Let'stry andrecallwhyit isimportant to set
goals?
While framing SMARTgoals, wetalkedabout 'T' in SMART,whichwas'TimeBound'?What do wemeanb
y
time
boundgoals?
Whattimelimitdidyousetforyourgoal-3weeks,3years,10years?
Say
Talkabout shortterm, longterm andmediumterm goals, asdiscussedin the ParticipantH
a
n
d
b
o
k
.
Ask
Asyouareplanningto becomeanentrepreneur,youmusthavethought of anideafor astart-up. What is your
businessidea?
Do
Askfewparticipants to sharetheir businessid
e
a
s.
Ask
Haveyoucreatedabusinessplanforyourbusinessidea?
Doyouthinkitisimportanttohaveabusinessplaninplace?Why/whyn
o
t?
100
Say
95
75
Talkabout'WhyCreateaBusinessPlan'asdiscussedintheParticipantH
a
n
d
b
o
k
.
Let'sunderstanditbetterwiththehelpofanactivity.
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TeamActivity
WritingabusinessPlan
Thisisagroupactivity.
Givethegroupstherequiredresourcessuchaschartpaperandmarkers.
Thisactivityisdividedintotwoparts:
1. Createabusinessidea
2. Developabusinessplan
Thegroupwilldiscussandcomeupwithanewbusinessideaandpresenttheirideatothec la
s.
Inthesecondpartoftheactivitythegroupwilldevelopabusinessplanforthebusinessidea.
Thebusinessplanpreparedwillbepresentedbythegroupstotheclass.
MY BUSINESS PLAN
ExecutiveSummary:What isyour Mission Statement?
Say
Teamswill need to brainstorm for thispart of the activity.
Usethe blank papersfor the secondpart of thisactivity
Makeyour businessplanon achart paper basedon the followingparameters:
1. ExecutiveSummary
2. BusinessDescription
3. MarketAnalysis
4. Organizationand Management
100
5. Serviceor ProductLine 95
0
199
FacilitatorGuide
Say
Now,let'sshareourplanwiththeclass.
Eachgroupwillbrieflydescribetheplantotheclass.
Postpresentation,theothergroupsmayaskquestionstothegroupwhohavepresentedtheirp
la
n
.
Do
Congratulateeachgroupforsharingtheirpoints.
Asktheaudiencetoapplaudforthem.
Keepacheckontime.Tellgrouptowindupthediscussionquicklyiftheygobeyondthegiventimelimit.
Say
Alongwithabusinessplan, youneed to createafinancialplanand evaluatethe riskinvolvedwithyour start
up.
Discuss'FinancialPlanning'and'RiskManagement'indetailasgivenintheParticipantHandbook.
Summarize
Askthe participants whatthey havelearnt from thisexercise/activity.
Askif they haveanyquestions relatedto whatthey havetalkedaboutsofar.
Notesfor Facilitation
Keepthe businessplanformatreadyin aflipchart to displayit during theactivity.
100
95
75
25
0
200
ConsignmentBookingAssistant
Resourcesto beUsed
ParticipantHandbook
Bankloan/finance forms
a
mp
le
Ask
While preparingabusinessplanin the lastsession,wediscussedfinancialplanningto arrange fin
a
nc
ia
lresources
foryourstart-up.Therefore,howwillyoucollectfundstostartyourbusiness?
Say
While mostentrepreneursthink'product' isthe mostdifficult thing to decidefor abusiness,start-upcapital
posesanevenabiggerobstacle.Thoughtherearevariouswaysoffundingthebusiness,toconvinceinvestors
toinvestmoneyisthemostchallenging.
SomeofthefundingoptionsavailableinIndiaare:
Bootstrapping:Alsocalledself-financingistheeasiestwayoffinancing
Crowdfunding:Fundsarecollectedbyconsumerspre-orderingordonatingforstartingthebusiness.
Angelinvestors:Individualorgroupofinvestorsinvestinginthecompany
Venturecapitalists:Venturecapitalsareprofessionallymanagedfundswhoinvestincompaniesthathave
hugepotential.Theyusuallyinvestinabusinessagainstequity.
Bankloans:ThemostpopularmethodinIndia.
MicrofinanceProvidersorNBFCs
Governmentprogrammes
Letusknowdiscussthemostpopularmethodi.e.bankfinanceindetailhere.
Do
Discuss the list of documentsthat arerequired to apply for a loanlikeletter of introduction, b
u
in
s
e
s
brochure,
referencesofotherbanks,andfinancialstatements.
Explainthedetailstobefilledinaloanapplicationform.
Dividetheclassintogroups.Giveeachgroupaloanapplicationform.
Askthegroupstodiscussandfilltheform.
Summarize 100
25
0
201
FacilitatorGuide
Notesfor Facilitation
Checklistofdocumentsisprovidedasresourcesforthesession.
Youcanmakesomecopiesanddistributeitduringthegroupactivity.
Download sampleloanapplication formsfrom anynationalised bank'swebsite. Print sufficientcopiesto
circulateitamongstthegroups.
5. Operationaldetailsin AnnexureI
6. CMAdatafor the lastthree years, estimatesfor current year and projection for the nextyear
100
95
75
25
0
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ConsignmentBookingAssistant
Resourcesto beUsed
ParticipantH
k
o
b
d
n
a
Ask
Havingset-upabusiness,doyouthinkitispossibletodoeverythingonyouro
w
?
n
Doesonerequire trained personsforhelp?
What doesmanagementmean?
Say
Let'shavealook atthisexample:
Kapil had a small business that was beginning to pick up pace. He wanted to expand his business, and
thereforeemployedfewmorepeople.Oneday,ashewaswalkingpastRamesh,oneofhisnewemployees,he
overheard Rameshtalkingrudely to acustomeron the phone. Thissethimthinking. Kapilrealised that he
shouldhaveregularteammeetingstomotivatehisemployeesandspeakwiththemaboutanyproblemsthey
might be facing during work. He should also conduct training sessions on new practices, soft skills, and
technology,anddevelopworkethicsmanualformanaginghisenterprise.
Say
WasKapilcorrectinhisapproachorheshouldhavescoldedRameshinstantlyinfrontofhisotheremployees?
Discuss“EnterpriseManagement– AnOverview”withtheparticipantsasgivenintheParticipantH
an
d
bo
ok
.
Say
Let'slearn howto effectively manageanenterpriseor businessthrough anactivity.
TeamActivity
Enterprise Management
Thisisagroupactivity.
Designamatrixlistingthetopicsandkeywordsthatareneededtorunanenterpriseeffectivelyandsmoothly.
ActivityDe-brief
Haveeachgroup presenttheirmatrix. 100
75
25
0
203
FacilitatorGuide
Do
Instructtheparticipantsthatthisisgroupwork.
Dividetheclassintosmallgroupsof4.
Giveeachgroupachartpaperandcolouredpen.
Telltheparticipantsthattheyhavemakeamatrixtheyneedtofill.
Theyhavetowritethemaintopicsandkeywordsthatwillthemeffectivelymanagetheirenterprise.
Givetheparticipants15minutestodiscussandwrite.
Keepacheckontime.Tellthegrouptowindupquicklyiftheygobeyondthegiventimelimit.
Summarize
Askthe participants whatthey havelearnedfrom thisexercise/activity.
Askif they haveanyquestions relatedto whatthey havetalkedabout sofar.
Closethe discussionby summarizingthe importance of effectivemanagement to run anenterprisea
s
given in the Participant Handbook.
100
95
75
25
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ConsignmentBookingAssistant
Ask
Whydo youwantto becomean entrepreneur?
Say
It isvery important to knowwhyyouwantto becomean entrepreneur. Yourpersonal goalsfor becominga
n
entrepreneurplayakeyroleinthesuccessof yourbusiness.Yourgoalsshouldbeclearwellbeforeyoustart
yourbusiness.
Apartfromthegoals,theotheraspectsof businessthatyouneedtobearinmindarethepotentialproblems
thatyoumayfacetoset-up,yourareasofinterest,andalltheotherdimensionsofthebusiness.
Let'sunderstanditbetterwiththehelpofsomequestionsthateveryentrepreneurshouldaskbeforestarting
theirownbusiness.
Open the Participant Handbook section named '20 Questions to Ask Yourself Before Considering
Entrepreneurship'.Youhavetoanswerthequestionsindividually.
Then,wewillhaveaclassdiscussiononallthequestions.
Do
Readoutthequestionsonebyoneinfrontofalltheparticipants.
Participantshavetoansweralltheonebyonequestions.
Givetheclass10-15minutestonotedowntheiranswers.
Attheendof15minutes,openthediscussionforallthequestions.
Moderatethediscussionbyfocusingontherelevantpoints.
Keepacheckontimeanddon'tletthediscussiongetsabotagedorlosetrackoftime.Ensureallthequestions
arecoveredanddiscussed.
Summarize 100
25
0
205
FacilitatorGuide
Notes
100
95
75
25
0
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ConsignmentBookingAssistant
Notes
100
95
75
25
0
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FacilitatorGuide
100
95
75
25
0
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ConsignmentBookingAssistant
8.Annexures
AnnexureI: TrainingDelivery Plan
AnnexureII: AssessmentCriteria
100
95
75
25
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FacilitatorGuide
Annexure I
Training Delivery Plan
Training Delivery Plan
Program Name: CertificateCoursein ConsignmentBookingAssistant
QualificationPack LSC/Q1120, version1.0
Name & Ref.ID
Version No. 1.1 Version Update Date 15-04-2016
Pre-requisitesto Minimum qualification – ClassX(preferable) Diploma/Graduate (Engineering,Arts,
Training (if any) Commerce,Science).Noexperienceis required.
Training Outcomes Bytheendofthisprogram,theparticipantswillbeableto:
1. Obtain Knowledge on Retail and Institutional Sales activities: General
introduction to courier activities, and operations involved in the sales
process such as preparing for the day, identifying potential clients,
identifying the targets, checks to be performed during days operations,
meetingandunderstandingclientsrequirementswouldbegained
2. Getting Familiar with Customer Handling process: Awareness on various
problems /issues while handling the company account and the issues
customers faced with the services, handling customers by resolving their
queries,planningforalongtermrelationshipandmaintainingthecustomer
relationships
3. Understand handling customer accounts and winning competitors: To
ensurethatthecommunicationbetweenpeersisdonerightandconditions
inhandlingcustomersinprovidingservicesandhandlingcustomerqueries
in right manner. Define and develop strategies to be implemented to win
customeroverthecompetitor.
4. Cultured in workplace skills: Build on effective communication with
customers, inter departments, sub-ordinates and super-ordinates for
smoothrunningofcourieractivities,teambuildingandtimemanagement
5. Acquainted with Environmental/ Occupational Health & Safety: Get well
versed with health and safety measures practiced in courier delivery,
Individual Safety, PPE usage, security procedures, Quick Emergency
Responses,FirstAid,FireSafetyandgeneralmaintenanceonVehicle
0
210
ConsignmentBookingAssistant
during inspection
nts
• Distinguish the 75
Activityin 4 5
understan
ding
0
211
interstate
documents
FacilitatorGuide
Company’s 95
SafetyPoli-
ciesand 75
Procedures
• Get to knowabout LSC/N1
Practical 4
the various tracking 128 KB1,
demonstration
systemsavailable KB2,
on Safety
25
CrossCheck Activity- 75
rates • Conveyto customers Negotiationon 7
Confirming on availability or drop costandService
theTruck intrucks LSC/N1117 Activity- Cross
• Identify ashowto Checkrates
25
7
Confirmwith markupcost 5
customer
0
213
FacilitatorGuide
SB1,SB8, 95
SB9,SB14
6 Maintain Workpla • Identify the safety LSC/N1 Facilitator PPE's 6 75
100
95
75
25
0
215
FacilitatorGuide
Annexure II
Assessment Criteria
CRITERIAFORASSESSMENTOFTRAINEES
Assessment Criteria for Consignment Booking Assistant
MARKS
ALLOCATI
ON
ASSESSME ASSESSMENT CRITERIA Total Ou Theory Skills
NT (PC) Mark t Practic
OUTCOME s Of al
(NOSCODEAND
DESCRIPTION)
1. LSC/N1117 PC1. Obtain the workschedule,the list of
(Preparefor clientsto bevisitedfor the dayand 100
Booking) the sequence from the transport
manager. 10 2 8
PC2. Obtain the consignmentdetailsfor
eachclientandthe booking checklist
from the transport manager. 15 3 12
PC3. Findout if which arethe first time 100
clients and the accountbalance,
credit limit details for long term 95
clients. 10 2 8
PC4. Understandpriorities or special 75
conditions(if any)amongthe
consignments. 10 2 8
PC5. Switchon the computerandlogin 25
usingcompanycredentials. 15 3 12
5
0
216
ConsignmentBookingAssistant
Total 100 20 80
PC1. Receivecustomerorders through
email or through telephone calls. 100 8 2 6
PC2. Askandinput the details regarding
the goodsin the consignment,
payment method, pickup address,
destination anddatewhenthe
consignmentmustbedelivered,etc.
in the system. 4 1 3
PC3. For newcustomers,createanew
account(if applicable)andfor
existing customers,checkdetails of
their accountbefore accepting
bookings. 4 1 3
PC4. Basedon these details, determine
the type of truck neededand
whether aFull TruckLoad(FTL)or
Lessthan TruckLoad(LTL)isneeded. 8 2 6
PC5. If FTListo beused, find out the
marketratesdependingon the
destination andthe load. 8 2 6
PC6. Selectthe mosteconomicaloptions
andcontact the transport companies
to checkif they haveanytruck
available to meet the requirement. 4 1 3
PC7. If trucks areavailable,hold abooking
or elsecontact the provider of the
nextmosteconomicaloption, check
for availability andhold abooking. 8 2 6
PC8. If LTListo beused, find out the fixed
marketrate dependingon the
destination andthe load. 4 1 3
PC9. Contact transport companies, check
for availability andhold abooking. 8 2 6
PC10.Addthe company'smarkup and
provide the quote to the customer. 4 1 3 100
0
217
FacilitatorGuide
25
0
218
ConsignmentBookingAssistant
100
95
75
25
0
219
FacilitatorGuide
Notes
100
95
75
25
0
220
ConsignmentBookingAssistant
100
95
75
25
0
221
FacilitatorGuide
100
Address : Unit 'E' 10th floor, IIT Madras Research Park,
Kanagam Road, Taramani, Chennai - 600 113 95
Email : [email protected]
75
Web : www.ciilogistics.com
Phone : 044 - 42928900
CIN No. : 25
Price: ` 0
978-1-111-22222-45-7
222