A SAICA Evaluator plays arguably the biggest role in a SAICA trainee’s progression to becoming a CA or AGA (SA) by tracking, understanding and correcting / remediating a trainee’s development with almost as much desire / interest as the trainee themselves.
With this course, we aim to refresh you, as evaluator, on what your role is in the assessment of SAICA trainees, including:
• Understanding an evaluator’s responsibilities with respect to the ANA or Assessment of Needs Analysis
• Determining where the evaluator steps back and allows the registered Assessor to take over
• Being better equipped to assist in recommending ratings
• Learning how to identify where a trainee needs development
• Helping to point a struggling trainee to other ways to achieve competence
• Communicating to trainees the documentation deadlines i.e. TSRs, PSRs and ANAs; as well as what the minimum PSR tasks are that need to be completed each ANA cycle
The approach to the session will be a mix of theory and establishing practical understanding, whereby the theory will be explained by means of practical examples for ease of reference
• Understanding an evaluator’s responsibilities
• Identifying who is eligible to be an evaluator
• Determining where the evaluator steps back and allows the registered Assessor to take over
• Highlighting your responsibility with respect to the ANA or Assessment of Needs Analysis
• Being better equipped to assist in recommending ratings
• Learning how to identify where a trainee needs development
• Helping to point a struggling trainee to other ways to achieve competencies
• Communicating to trainees the documentation deadlines i.e. TSRs, PSRs and ANAs; as well as what the minimum PSR tasks are that need to be completed
each ANA cycle
The purpose of this training session is to help establish where you, as evaluator, fit in, in the assessment process of a SAICA trainee.
• What evaluators need to know or implement regarding the evaluation process
• How to make a recommendation with respect to rating decisions over an ANA cycle
• What to do if there is conflict
• The SAICA requirements i.e. timelines with regard to completion of the TSR, PSR and ANA process
• General discussion/info about the SAICA training regulations
