Catastrophe Tabletop Exercise Evaluation Form

Evaluates carrier readiness during a simulated disaster scenario, focusing on deployment, communication, reserve escalation, and documented lessons learned.

Exercise Identification and Scope

• Exercise date and start time recorded
• Scenario type documented
• Participating functions and roles identified
• Exercise objectives reviewed with participants

Deployment Readiness

• Deployment trigger and activation criteria clearly understood
• Personnel assignment and reporting chain established
• Resource needs identified for surge staffing, lodging, transport, and equipment
• Field deployment timeline met
  Record the elapsed time from activation to deployment readiness.
• Alternate work location or remote work fallback confirmed

Communication and Coordination

• Initial notification reached required stakeholders
• Communication channels remained available and were used appropriately
• Status updates were sent at the required cadence
  Enter the number of status updates completed during the exercise.
• Escalation path for leadership and incident command was followed
• External communication with policyholders, vendors, or regulators was addressed

Reserve Escalation and Claims Management

• Reserve escalation threshold was recognized
• Reserve change was documented with rationale
• Large-loss or complex claim handling process was followed
• Vendor and adjuster capacity was assessed

Lessons Learned and Corrective Actions

• Strengths identified
• Deficiencies or non-conformances identified
• Corrective actions assigned with owner and due date
• After-action review completed and approved