Education, health and care plan (EHCP) annual reviews for professionals

A guide to education, health and care plans (EHCP) and special educational needs (SEN) statement annual reviews for professionals.

If a child has an education, health and care plan (EHCP), we will review the plan once a year to monitor the child's progress and make sure the plan continues to meet their needs.

The purpose of the annual review is to:

  • assess the child's progress
  • review the special educational provision made for the child
  • consider whether the description of needs is still accurate or needs updating
  • set new targets

If there is concern about the child's progress, their needs have changed significantly or they are at serious risk of exclusion (and if you and the school agree), then the annual review may be brought forward. This is called an interim review.

At the annual review

The meeting will normally include:

  • parent or carer views of the past year's progress and the views of the child and the school
  • how well outcomes in the education, health and care plan and the outcomes agreed at the previous annual review, have been met
  • outcomes for the next year
  • the support needed from the school and parents or carers to achieve those outcomes
  • any further action needed and who will be responsible for this
  • whether the education, health and care plan (EHCP) needs amending, or is no longer needed
  • discussion about preparation for adulthood, if appropriate

Attending the review

The following people may attend the review:

  • parents or carers
  • the child
  • the school special educational needs coordinator
  • a relevant teacher
  • a representative from North Yorkshire County Council's education support services
  • therapists and other health experts involved with the child
  • anyone the parent or carer, or the child's head teacher or special educational needs coordinator considers appropriate

Wherever possible, the child should be actively involved in the review process and should go to all, or part, of the meeting. The child should be encouraged to give their views.

Preparing your report for the meeting

The head teacher or special educational needs coordinator will ask for parent or carer views. They will also invite the child's teachers and any others who are needed to the meeting. Reports should be sent to everyone who has been invited two weeks before the review to allow time to read them. The views of people who are unable to attend will also be asked for.

You should be asked to provide information about:

  • views on the child's progress over the last year
  • what has pleased you and concerns you may have
  • what you feel are the needs of the child in the coming year
  • what you think you and the school can do to meet those needs

After the review

The school will prepare a report summarising the results of the review meeting and setting out targets for the next year. The report will be sent to everyone involved in the review.

The head teacher will send the annual review report to us. There may be no changes to the education, health and care plan (EHCP), and you will be told if that is the case. There may be minor changes, and these will be sent to parents/carers as an amended plan.

If there is a significant change in provision or a change of school recommended for the child, the SEND casework officer will review them and issue an amended plan. If these changes involve funding or placement, then the appropriate approval process will be followed before the draft amended plan is issued.

If there are changes, the SEND casework officer will write and tell the parent or carer about them and the reasons for them. They will then have 15 days to consider the proposed changes. These will be in line with the discussion in the annual review, so there should be no surprises.

If they agree with the changes, your SEND caseworker will issue a final education, health and care plan (EHCP).

If they do not agree with the changes, you can discuss this with the review officer or advisor.