To successfully assess a trainee in terms of their proficiency as a prospective CA (SA) or AGA (SA) under the CA2025 Competency Framework, there are 5 key role players that will have a part to play in a trainee’s professional development:

1. Trainee – Will take the lead in their own development, carrying out technical work and documenting evidence demonstrating their proficiency.


2. Reviewer – Who works most closely with a trainee on their day to day technical work assignments, and is therefore primed to be able to give feedback as the
reviewer is often on hand to witness a trainee’s daily work activity. Reviewers give formative feedback in the Learning Outcome Review (LOR) document.

3. Evaluator – Who is less directly involved in a trainee’s day to day work activity but plays a mentorship role and is fundamentally concerned with a trainee’s longer-
term development. Evaluators offer summative feedback in the Professional Development Summary (PDS) document.

4. Assessor – Similarly to an Evaluator, is less directly involved in a trainee’s day to day. An assessor signs off on the proficiency of trainees as recommended by an
Evaluator and is therefore involved in the completion of the Professional Development Summary document. Assessors are qualified CAs (SA) or AGAs (SA) and are
required to be registered as assessors.

5. Training Officer – Serves as an overseer for the training program of the training office and is empowered to handle assessment disputes but is typically not directly
involved in assessment of a trainee. Training Officers are qualified CAs (SA) or AGAs (SA) and are required to be registered as assessors.

A SAICA Reviewer plays a key role in on-the-job feedback as they usually provide live oversight to a trainee whilst the trainee carries out their daily work assignments, on which they are later rated.

The trainee is the key driver in the assessment process, whereas the reviewer is the primary individual in establishing ratings and helping a trainee on their way to becoming a qualified CA or AGA (SA). This therefore carries a major weight of responsibility, and it is fundamental for both trainees and reviewers to understand
• How they are to interact with trainees,
• Where their respective responsibilities start and stop, and
• How to accurately and confidently establish ratings even when faced with ratings that are disputed by trainees

The purpose of this training session is to help establish where you, as a trainee versus where you as a reviewer, fit in, in the assessment process of a SAICA trainee by looking at a mix of theory and case studies where we will practice giving ratings in mock situations.