Annual Review Actions checklist
Annual Review Actions checklist
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Action to be taken |
Action date |
Date of action |
8 weeks prior to the AR meeting |
If you have significant concerns about a child or young person please discuss these with your EHCCo at this point. |
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Write to the parents/young person inviting them to the meeting.
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6 weeks prior to the AR meeting |
As soon as the meeting is confirmed, send your EHCCo notification of the meeting date and time, highlighting if and why their attendance is requested. |
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Invite all relevant people to provide updated reports and attend the meeting. |
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Support the child or young person to think about and record his/her views and wishes. |
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4 weeks prior |
Prepare the school/setting report for the annual review. |
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3 weeks prior to the AR meeting |
The parent, child/young person returns a record of their views |
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Practitioners return updated reports and confirm whether they are attending |
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Collate updated reports, the parent and child or young person’s views and send to all those attending the meeting |
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1 week prior to the AR meeting |
Ensure that the child or young person knows that it is his/her meeting. Give them choices where possible (seating arrangements, refreshments, music). Check how he/she wishes to contribute. |
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Agree chairing and recording roles. |
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Prepare what to say and take any information required to the meeting. Be clear what is important for the child/ young person. |
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Check the support the family wants (if any) |
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See the AR meeting agenda attached for how to structure the meeting
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Within 2 weeks of meeting |
Send a complete record of the meeting to the relevant EHC Coordinator/Team e-mail address along with an annotated copy of the EHCP with any changes proposed and any other supporting other paperwork listed on the meeting record form. |
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Within 4 weeks of meeting |
Your EHC Coordinator will write the child’s parents or young person to inform them as to whether the Local Authority proposes to keep the plan as it is, amend it or cease to maintain it. |
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