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Annual review of an EHC plan

During the annual review

Who might attend the review meeting?

The head teacher or principal (or SENCO) must invite the following people:

  • Child or young person
  • Parent carer(s) 
  • A relevant teacher (class teacher or form teacher, the SENCo, or some other person who is responsible for the provision of the child or young person's education)
  • A representative from the local authority such as the EHCP Co-ordinator (however they will not be able to attend every annual review meeting)
  • A health service representative if relevant
  • A social care representative if relevant
  • Anyone else the head teacher / principal, child / young person or parent carer(s) considers appropriate

It is unlikely that everyone invited to attend will be able to make the annual review meeting. But it is important that the date and time is convenient for parent carers, and anyone else who it is important to have at the meeting.

What happens at the annual review meeting?

The annual review meeting must focus on progress made towards achieving the outcomes written in the EHCP. During the annual review meeting, the EHCP must be looked at to see if it still meets the needs of the child or young person.

The following points will normally be discussed:

  • The extent to which the outcomes in the EHCP, or those agreed at the previous annual review meeting have been met
  • Medium and long term outcomes for the period. There should be a focus on preparing for adult life (PfAL) for young people in Year 9 and above
  • Planning the support from the educational setting and other people to help achieve these outcomes
  • Any further action required and who will be responsible for doing it
  • Whether the EHCP needs amending or is no longer needed
  • Personal budgets - how is it working or is one is being requested
  • For young people over 18 - have the training and educational outcomes been achieved

If anyone does not agree with what is being discussed at the meeting, this should be noted in the annual review paperwork to let the others know. But if this is difficult, write to the EHCP Coordinator after the meeting to let them know.


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