REVIEW
Review of the Education, Health
and Care Plan (EHCP)
Optional photo or
picture/symbol of choice
Name of child/young person:
Date of birth:
Date review held:
School/setting:
Year group:
Lead professional:
All other professionals, parent representatives and family members who have access to this document must adhere to
the confidentiality and information sharing guidelines of the Data Protection Act 1998. All information is kept securely
following the same guidelines. We respect the confidentiality of parents and children, unless it would put a child or young
person at risk. If this document is to be shared this should be discussed fully with the family, child and young person first.
CS.1416 (12.15)EHCPlan
STEP 1: complete the following
The Local Authority will only consider a formal amendment of the EHCP when at least one of the
following applies:
a) This is the final review of a key stage for the child/young person and new long term
outcomes need to be set.
b) Where the child/young person has significant change in needs and/or requires a change
in provision.
c) Where a parent/carer/young person requests an amendment to sections B, F or I of the
plan or a personal budget.
d) Where the child/young person may need a change or placement or will be changing to
another educational setting (e.g. secondary transfer).
Is this review recommending a formal amendment?
Yes
No
If yes, under which of the above criteria is the amendment being requested?
a)
b)
c)
d)
comments
STEP 2: essential guidance on recording the review meeting
If ‘yes’:
1) Complete all parts of this form except for part 4 (new outcomes).
2) Make recommendations for amendments on a tracked changes version of the current
EHCP, including setting new long and short term outcomes. All recommendations should
be co-produced by the team around the child/young person.
If ‘no’:
1) Complete all parts of this form and do not make any changes to the plan.
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Part 1: Team Around the Child/Young Person (TAC) and Professional Network
(complete and update from section A2 of the Plan)
Name
Job title
Office location
Contact number
Lead professional
Parents/Carers
Assessment/Plan
coordinator
All other professionals
Are there any changes to the contact details of the child/young person and family? If yes, record here:
Record, whether
present, report,
apologies
Part 2: Information should be collected before the meeting and
discussed at the meeting
Child/young person’s views on his/her progress and what he/she would like to achieve next
(please record or attach written, scribed, video or other visual evidence)
Parents’/carers’ views on their child/young person’s progress and hopes for next year
(please record here or attach)
Views of other professionals (please record or attach any reports)
Part 3: Educational information from setting/school/college or
as appropriate (to be partially completed by the setting before the meeting and
finalised in discussion at the meeting)
a) Progress towards outcomes (please review each short term outcome due for review by
pasting in the table from the EHCP or previous annual review)
Special
educational
needs
Outcomes set in EHCP
Progress toward outcomes
b) Progress in core subjects during the last year with reference to age-expected levels
where applicable and dates of assessments.
Literacy/English
Numeracy/Maths
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c) Additional information on progress in education.
(please record or attach annual school report/termly reviews etc)
Part 4: New short-term outcomes (complete only if it is not proposed to
formally amend the plan)
Special
educational
needs
Outcomes (Specific, Measureable, Achievable, Realistic, Time limited SMART) for the next year (or six months if under five)
Specific arrangements fro supporting the child/young person will be recorded in the
setting/school/college’s short term planning records.
Part 5: Transport
Does the child receive
home/school transport?
If YES, please tick the box that
applies to you.
Yes
No
Taxi
Bus
Travel assistance Budget
If yes, why does the child or young
person continue to need transport?
If current transport is by taxi or
bus, would the parents/carers
consider a Travel assistance
Budget?
Has the young person had
Independent Travel Training?
If yes, describe progress made and date on which
independent travel will start
If no, what are the next steps to support a move to
independent travel?
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Part 6: Personal Budget
Does the child or young person
currently have a personal budget?
Yes
No
If no, are the family now requesting
a personal budget?
Yes
No
If yes to either question, please complete section J on the plan as this will require a formal
amendment to the plan if agreed
Part 7:
Has the review meeting raised any further areas that need to be considered?
If yes, give details
This form and all attachments/evidence must be sent electronically to the allocated
case-work assistant, copied to the case manager, in the Special Needs Assessment Service
within one week of the review date. If you are recommending amendments, the form must
be accompanied by the tracked changes version of the Plan as a Word document.
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