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EHCP Consultation & Placement Tracker

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Save time, improve organisation, and streamline your EHCP admissions process with this EHCP Consultation & Placement Tracker, designed specifically for special schools, SEND provisions, and specialist settings. This Excel-based tracker allows schools to manage consultations from Local Authorities, monitor placement decisions, track tribunal cases, and maintain a clear overview of pupil admissions throughout the consultation process. The workbook includes automated reporting features to reduce administration and improve visibility for school leaders, SENDCos, admissions teams, and administrators. Most users only need to enter information into the Open Consultations tab. The workbook automatically updates the relevant tracking sheets based on the consultation outcome, helping ensure records remain accurate and up to date. Features Simple consultation recording process Automated tracking of: Open Consultations Places Offered Places Not Offered Tribunals Agreed Placements Colour-coded consultation outcomes: Green = Place Offered Red = Place Not Offered Purple = Tribunal Automatic population of outcome tabs Built-in filtering tools to sort by: Local Authority Primary Need Year Group Current School Consultation Outcome Placement agreement tracking Tribunal monitoring and recording Accompanying user guide included Who Is This Resource For? Special School Headteachers SENDCos Admissions Officers School Business Managers Inclusion Leaders Local Authority Placement Teams Specialist Provision Administrators Included Files EHCP Consultation & Placement Tracker (Excel Workbook) Step-by-Step User Guide (PDF) How It Works Enter consultation details in the Open Consultations tab. Select the consultation outcome. The workbook automatically updates the relevant tracking sheet. If a place is accepted, mark Place Agreed = Yes. The pupil automatically appears in the Place Agreed tracker. Benefits Reduces administrative workload Provides a clear admissions audit trail Supports strategic planning and capacity reviews Tracks tribunal activity efficiently Improves oversight of consultation deadlines Keeps EHCP consultation information organised in one place