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Annual reviews

Annual reviews

What is an annual review?

All EHCPs (Education, Health and Care Plans) must be reviewed at least once a year. If your child is under 5, the SEND Code of Practice says that it should be reviewed more regularly and suggests every 3-6 months. 

The review checks that the EHCP still gives an accurate description of need, and appropriate provision and placement. It should focus on the progress made towards achieving the outcomes in the plan and consider whether those outcomes are still appropriate. 

The review is a process, not just the meeting. There are things that have to be done before the meeting and afterwards. The entire process must be completed within 12 months of the end of the last Annual review or finalised EHC (Education, Health and Care) Plan. We have produced a flowchart of the Annual Review Process (PDF document)

It is a statutory process and gives parents and young people rights of appeal to challenge Local Authority decisions. Usually the education setting will coordinate the review on behalf of the Local Authority. 

Before the meeting

At least 2 weeks before the meeting invitations to attend the annual review must be sent to:

  • Parent or young person
  • Early years provider/head teacher/principal
  • Local Authority SEND Officer
  • Health care professionals
  • Social care professionals
  • Any other individuals relevant to the review


Although all of these people must be invited to attend, attendance is not compulsory. The Local Authority is unlikely to attend all reviews.   

Advice and information must be sought and circulated to all invited at least 2 weeks before the meeting (eg reports from professionals/schools).   

Parents and young people should be given the opportunity to share their views on progress (see below). 


If you receive less that 2 weeks notice of the meeting date, you should consider asking to postpone the meeting so that the procedure can be carried out properly.  

Likewise if you have not received the required reports within 2 weeks of the meeting date you should consider postponing the meeting. It is unfortunately quite common to be handed reports on the day at the meeting. If this happens (and you are happy to continue with the meeting) then you should certainly ask for some time to read them, so that the contents can be discussed properly if necessary. 

Giving your views

Wokingham schools tend to use the form Parents Contribution to Annual Review (PDF document) but don’t be constrained by the size of the boxes on the form or the questions they ask. You are able to give your view in a way that suits you. 

If you are struggling to complete this form we may be able to help you. 

You should aim to include the following when you give your views:

  • What is going well at school?
  • Is there anything that is not going well?
  • Are needs being met? Does anything need to change?
  • Have there been any changes in health or social care?
  • Are there any new difficulties emerging?

Young people should also be given the opportunity to share their views about what is working well for them and what needs changing. There are many ways this can be done (videos, pictures, power-points as well as written forms) and that will depend on the age and abilities of your child/young person. Often a member of staff will do this with your child, or you may be asked to help them.  

If you (or your child) feel it would be beneficial for them to be able to discuss their views with an impartial person, then call us, as our 0-25 co-ordinator will be able to help with this. She will also be able to accompany your child to the meeting to assist them to express their views and to understand the process and what happens at the meeting. 

Your child should be invited to attend at least part of the meeting (again depending on age and ability). 

The meeting will focus on:

  • The progress made towards achieving the outcomes in the plan.
  • What changes might need to be made to the provision to help them achieve those outcomes.
  • Whether changes need to be made to the outcomes.


Within 2 weeks

  • The school will produce a report setting out any recommendations on any amendments to be made to the EHC (Education, Health and Care) plan as discussed at the meeting and send it to the Local Authority.
  • They will also send a copy to all those who attended the meeting.


Within 4 weeks

The Local Authority must let you know whether they propose to:

  • Maintain the EHC (Education, Health and Care) plan in its current form.
  • Amend the plan.
  • Cease to maintain the plan.

If they decide to keep the plan the same or to cease the plan, you have the right to appeal this decision if you disagree. 

If the Local Authority decide to amend the plan they should do this without delay.


The Local Authority must send you / your young person a proposed amended EHCP (Education, Health and Care Plan.) You will have 15 days to return any comments on this revised plan, as you did when the initial plan was issued. 


The Local Authority must issue a final amended plan within 8 weeks of sending you the proposed amended plan. You have the right to appeal if you do not agree with the content of the plan (Sections B and F) or the placement specified in Section I. 


Phase transfers (moving between different phases of education) 

There are specific rules that apply when your child is transferring to the next stage of their education. Annual reviews should be started in good time to allow them to be completed by the following dates. The dates are set so that there is plenty of time to allow for an appeal to be concluded by the end of the summer term if necessary.     

Deadlines for final plans
 Transfer between phases  Deadline for final
 Early years to school 15 February
 Infant to Junior (when changing schools)  15 February
 Junior to Secondary  15 February
 Secondary to Post 16 Institution 31 March


All reviews taking place from Year 9 onward at the latest must include a focus on preparing for adulthood, e.g. employment, independent living and participating in society.