Run Catastrophe Tabletop Exercise Evaluation Form — Free

Exercise Identification and Scope

Exercise date and start time recorded

Scenario type documented

Participating functions and roles identified

Exercise objectives reviewed with participants critical (required)

Yes No N/A

Deployment Readiness

Deployment trigger and activation criteria clearly understood critical (required)

Yes No N/A

Personnel assignment and reporting chain established critical (required)

Yes No N/A

Resource needs identified for surge staffing, lodging, transport, and equipment

Yes No N/A

Field deployment timeline met

Record the elapsed time from activation to deployment readiness.

Alternate work location or remote work fallback confirmed critical (required)

Yes No N/A

Communication and Coordination

Initial notification reached required stakeholders critical (required)

Yes No N/A

Communication channels remained available and were used appropriately

Yes No N/A

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 critical (required)

Yes No N/A

External communication with policyholders, vendors, or regulators was addressed

Yes No N/A

Reserve Escalation and Claims Management

Reserve escalation threshold was recognized critical (required)

Yes No N/A

Reserve change was documented with rationale

Yes No N/A

Large-loss or complex claim handling process was followed critical (required)

Yes No N/A

Vendor and adjuster capacity was assessed

Yes No N/A

Lessons Learned and Corrective Actions

Strengths identified

Deficiencies or non-conformances identified

Corrective actions assigned with owner and due date critical (required)

After-action review completed and approved critical (required)

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Run: Catastrophe Tabletop Exercise Evaluation Form

Exercise Identification and Scope

Deployment Readiness

Communication and Coordination

Reserve Escalation and Claims Management

Lessons Learned and Corrective Actions

Get your results