EHCP Consultation & Placement Tracker

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