Annual Reviews

The following guidance explains how to complete the annual review paperwork for pupils with EHCPs: Annual Review Guidance for Early Years Settings and Schools

You will find additional information about Annual Reviews on our Local Offer

EHC plans should be used to actively monitor children and young people’s progress towards their outcomes and longer-term aspirations. They must be reviewed by the local authority as a minimum every 12 months. Reviews must focus on the child or young person’s progress towards achieving the outcomes specified in the EHC plan. The review must also consider whether these outcomes and supporting targets remain appropriate.

Reviews should also:

gather and assess information so that it can be used by early years settings, schools or colleges to support the child or young person’s progress and their access to teaching and learning
review the special educational provision made for the child or young person to ensure it is being effective in ensuring access to teaching and learning and good progress review the health and social care provision made for the child or young person and its effectiveness in ensuring good progress towards outcomes
consider the continuing appropriateness of the EHC plan in the light of the child or young person’s progress during the previous year or changed circumstances and whether changes are required including any changes to outcomes, enhanced provision, change of educational establishment or whether the EHC plan should be discontinued
set new interim targets for the coming year and where appropriate, agree new outcomes
review any interim targets set by the early years provider, school or college or other education provider

Key dates

6 weeks before the meeting: send out invitations
2 weeks before the meeting: circulate reports
10 days after the meeting: send reports to SEN

Setting paperwork for annual reviews

Paperwork to be completed for all Annual Reviews for children/young people with Education, Health and Care plans is provided below.

At least two weeks before the meeting, settings should pre-populate the Annual Review document, all pieces of the document in pink can be pre-populated and sent out to invitees, alongside all stakeholder advice received.

Returning paperwork

Following the meeting the remainder of the Annual Review document should be completed and submitted within 10 days of the meeting to:

SENDannualreview@wokingham.gov.uk

Parental contribution paperwork for annual reviews

These supporting documents can be used when planning annual review. Please use them to gather the views of the family ready for the Annual Review. These should be requested and circulated alongside the Annual Review document 2 weeks before the meeting.

Child/young person contributions for annual reviews

These supporting documents can be used when planning annual review. Please use them to gather the views of the child/ young person ready for the Annual Review. These should be requested and circulated alongside the Annual Review document 2 weeks before the meeting.

To be completed by children who are aged 0-14 (Up to Year 8)

To be completed by young people who are aged 14-25 (Year 9 onwards)

Young person annual review (short form)