Education, health and care plan annual reviews

If a child or young person has an education, health and care (EHC) plan it will be reviewed by us annually. This is called an annual review process.

For children under 5 years of age, a review should take place every 3 to 5 months but they must also have an annual review. This is to take account of the faster pace of growth and development in early years.

Before the meeting

At least two weeks before the meeting the child or young person's education setting will:

  • send invitations to parents, carers (this can include someone who can support them), the child or young person, the education setting and other professionals working with and supporting them
  • seek advice and information about the child or young person and send the gathered information to all those who are invited
  • prepare and send a report of the meeting, which includes recommendations on any amendments required to the EHC plan, mentioning any differences between their recommendations and others attending the meeting
  • use a person-centered approach to enable the child or young person to think about and give their views about the support they receive, how they feel and the progress they've made.

If the child or young person is not in an education setting, we will arrange the meeting.

If there is concern about the child or young person's progress, parents, the young person or the educational setting may request the review be arranged sooner than planned, outside the normal 12 month period. This is called an early annual review, sometimes referred to as emergency review.

For more information about the annual review process read the SEND code of practice 2015 (page 194 - section 9)

During the meeting attendees will

  • discuss and consider whether the support in place for the child or young person is helping them to make progress,

  • think about whether new outcomes need to be set

  • think about whether the EHC plan is still needed

  • think about the next steps to support the child or young person's journey to adulthood

  • focus on the transition and preparation for adulthood and independent living if the child is in year 9 or above

  • record any significant changes to their needs or circumstances that relate to their SEN.

Who will be invited

  • Parent(s), the child or young person

  • A relevant teacher (class teacher or form teacher, the SENCO, or another person responsible for the provision of your child’s education)

  • A representative from the local authority such as the assessment and placement officer (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 considered to be appropriate.

After the meeting

Within 2 weeks of the meeting

  • The educational setting must send the annual review meeting report setting out any recommendations.
  • This report and any reports gathered before the meeting must be sent to everyone invited to the annual review meeting.

Within 4 weeks of the meeting

We will let you know in writing of the decision to either:

  • maintain the EHC plan as it is
  • cease to maintain the EHC plan.

The letter we send will also tell you about:

It is important to remember that decisions about whether the EHC plan will be amended aren't made during the annual review meeting. The meeting will make recommendations to us. We will then consider the recommendations and then make a decision within 4 weeks of the meeting.

Find out more about the annual review process.