EHCP Annual Reviews
The Annual Review of an Education Health and Care plan (EHCP) is not only a meeting but a process by which the outcomes set out in the EHC Plan and the effectiveness of provision are reviewed alongside all other sections of the EHCP.
EHCPs must be reviewed and the process completed by the local authority (LA) as a minimum within every 12 months. For pre-schoolers with EHCPs, this review must be within 6 months.
Please send the completed Record of Annual Review document, alongside all other relevant Annual Review documentation, within 2 weeks of the date of the Review meeting to your relevant area:
email@example.com – Wycombe
firstname.lastname@example.org – Chiltern and South Bucks
email@example.com – Aylesbury
If this is not possible, please submit the Record of Annual Review and all other relevant Annual Review documentation through Any Comms, selecting ‘Bucks Office’. Please zip the paperwork when submitting, ensuring all documents are sent as a single file and labelled as follows:
Annual Review – CYP’s initials and student ID number in the subject line
Guidance and templates
Annual Review Guidance for settings and professionals
Model agenda for an Annual Review meeting
Annual Review Actions checklist
Template letter for Pre-annual review to parents (for schools to send out)
Template letter-email child or young person to an Annual Review (for schools to send out)
Template letter-email inviting support service(s) to an Annual Review (for schools to send out)
Parental Health Questionnaire for Annual Reviews
Young Person Health Questionnaire for Annual Reviews
Process for Schools to Complete a Request to Assess to Inform Annual Review
The following information outlines how schools can request Children and Young People’s (CYP) Therapies to assess to inform at Annual Review when a child or young person’s EHCP does not have therapy provision, but new therapy needs have been identified.
CYP has an EHCP but currently no therapy provision on the plan and new therapy needs have been identified.
At least 8 weeks prior to Annual Review:
SENDCo emails firstname.lastname@example.org with “Request to Assess to Inform Annual Review” in the email subject line attaching the completed CYP Therapies Annual Review referral form and most recent EHCP.
Request is triaged by CYP Therapies.
If further assessment is indicated advice is provided by CYP Therapies on an Annual Review report format and submitted to the SENDCo 2 weeks prior to the Annual Review meeting.
SENDCo uses CYP Therapy Annual Review report to inform the Annual Review.