Prepare properly.
Write it yourself.

A policy-aware self-review tool that helps you check your process without asking for, reading, storing or rewriting your LOR evidence.

Your experience.
Your reflection. Your responsibility.

Check before
you submit.

Answer honestly. A high score is not approval—it is a prompt to review whether your documentation is ready for your reviewer.

Review the wording.
Keep ownership.

This optional checker flags common documentation risks and gives general suggestions. It does not generate replacement evidence or decide whether your LOR is acceptable.

BEFORE YOU CONTINUE

Confirm whether your training office permits AI, automated grammar tools or other digital assistance when documenting evidence and reflections. If its policy prohibits this use, do not paste your evidence here.

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Use principles,
then edit personally.

Apply these general recommendations yourself. The examples are fictional and must not be copied as evidence of work you did not perform.

01

Own the action

Use ‘I’ when explaining your individual contribution. Use ‘we’ only where the team action itself matters.

02

Replace vague verbs

Instead of stopping at ‘assisted’, identify the procedure, analysis, communication or judgement you personally performed.

03

Show the reasoning

Explain why the action was necessary, what information you considered and how you reached the outcome.

04

Connect the outcome

State what resulted from your work and how it relates to the selected learning outcome.

05

Keep it readable

Use past tense consistently, define abbreviations and break long sentences into one clear idea at a time.

06

Reflect honestly

Identify what you learned, what was difficult and what you would do differently—not what sounds impressive.

FICTIONAL / TOO VAGUE

“I assisted the team with inventory.”

BETTER STRUCTURE TO LEARN FROM

Identify the assigned procedure, your action, the issue considered, how you communicated it and the result. Write the actual facts yourself.

Make feedback
part of the work.

The exact deadlines and review periods can differ. Confirm the current requirements that apply to your own training office.

01

Know your cycle

Confirm how often your training office expects LORs and the deadline for each assessment period.

02

Plan before the deadline

Capture experiences while they are fresh and leave time to self-review before submission.

03

Long engagements

Consider meaningful review points such as planning, execution and completion, subject to your office’s process.

04

Choose the right reviewer

Confirm early that the responsible reviewer can access the relevant assessment system.

05

Follow up professionally

Monitor outstanding feedback and follow your office’s escalation process where a review is overdue.

06

Respond and improve

Engage with ratings and feedback promptly, then apply the development points in later work.

IMPORTANT

This educational tool does not replace SAICA guidance, the EAT decision trees, your training office’s current assessment policy or reviewer judgement. If they differ, follow the official and firm-specific requirements.

Open SAICA guidance ↗
OPTIONAL AI TOOL

Want help polishing
your own wording?

Use the Evidence Polisher only if your firm’s AI policy permits it. You receive two free successful polishes when you first sign in.

Open the AI Evidence Polisher →
READY TO CONTINUE?

Write honestly.
Submit early.

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