EHCP Annual Review: A Practical Beginner’s Guide

Been asked to lead an EHCP Annual Review and not sure where to start?

This practical guide has been created for teachers, teaching assistants, key workers and other school staff who may be asked to support or lead an EHCP Annual Review as part of their role.

Rather than providing another set of Annual Review forms, this resource helps staff understand the process, prepare effectively and approach the meeting with greater confidence.

The guide covers:

• understanding the purpose and stages of the EHCP Annual Review process
• what to check with your SENCO before you begin
• understanding the key sections of an EHCP
• gathering meaningful information before the review
• reviewing progress towards EHCP outcomes using evidence
• preparing to lead the meeting
• a simple structure for chairing the Annual Review
• useful chairing questions and prompts
• managing difficult conversations and questions you cannot answer
• understanding maintain, amend and cease decisions
• what needs to happen after the meeting
• Preparing for Adulthood from Year 9 onwards
• common mistakes to avoid
• practical working notes and a printable Before, During and After quick-reference guide

Ideal for: teachers, teaching assistants, key workers, pastoral staff, SEND staff and colleagues who are new to supporting or leading EHCP Annual Reviews.

This resource is designed as a practical staff guide and meeting companion, not as a replacement for local authority Annual Review paperwork.

Important: This guide does not replace the SEND Code of Practice: 0 to 25 years, statutory guidance, local authority procedures or your school’s SEND arrangements. Staff should always liaise with their SENCO or SEND lead and follow the procedures in place within their setting.

21 pages, Printable PDF
CP Educational Resources