Education, Health and Care Plan
Annual Review Form
Date of this review
Date of last review
Date of current EHCP
Personal Details
First Name (s)
Address
Last name
Date of Birth
Contact Number (s)
Gender
Setting/School/Post 16
Agencies Involved
Primary Need
UPN Number
NHS Number
Integrated Youth Support
System ID
School Attendance since
the last EHCP meeting
CareFirst ID
Parent/Carer’s Details
Name of Person with
Parental Responsibility
Address
Email
Name of Person with
Parental Responsibility
Address
Email
Contact Number (s)
Contact Number (s)
Plan Details
Date of Issue of Final Plan
The date by which this
plan will be reviewed
Version Number
Recommendations of the Annual Review
a) In line with the Local Authority’s exit criteria and the Child’s and Young Person’s
progress, does the Education, Health and Care Plan need to:
1.
be maintained i.e. child or young person still needs an EHC Plan to detail additional support
required
2.
have a reduction of provision
3.
be ceased i.e. the identified outcomes have been met and the child/young person’s needs
can be met from the SEND support arrangements within the setting/the child/young
person’s needs can be met within a ‘My Plan’
If the child/young person is currently in Specialist Provision – can the child/young person’s needs
be met in a mainstream placement/Integrated Resource/Hub?
b) Has the Child/Young Person’s SEND changed so significantly that another full statutory
assessment should be considered? Yes/No
c) Does the EHC Plan need amending? Yes/No
Please provide full details below, the reasons for making your recommendation, plus supporting
evidence.
People who have contributed to and written this review of the Education,
Health and Care Plan are:
Name
Job Title
Organisational
Name/ Address
Tel/Email
Invited Attended How did
they
contribute?
E.g. attend
meeting
Report
Date of
attached? report
Section A
*** and his/her parent’s/carer’s views, interests, aspirations and goals
Has this section been reviewed with the child/young person and parent/carer?
Have there been any significant changes? Yes
No
If yes, please provide an updated description below. Please consider:
What are my home circumstances?
What are my current likes and hobbies?
What’s important to me?
What do people do for me?
What’s working well for me?
Views about progress over the last year.
Aspirations e.g. education, play, friendships, FE, independent living, university and employment.
If the parent/carer did not attend the Annual Review meeting please record the efforts to engage
with them below.
Section B:
*** Progress and Special Educational Needs
Pupil Attainment
Early Years Foundation Stage
Developmental Stage/Step/EYFS Stage
Development
EYFS Phase
EYFS Phase
Journal Step
(E, D, S)
Months
Dates
Personal, Social
and Emotional
Development
(PSED)
Communication,
Language and
Literacy (SL&L)
Physical
Development
(PD)
KS1 – 3
Current Year
Group:
English
Attainment at
Current
previous review:
Assessment:
R–
R–
WWSpagSpag-
Maths
Attainment at
Current
previous review:
Assessment:
14 – 19 include other qualifications as appropriate
Date
Subject and Grade
Any other qualification/attainment information
Please attach evidence of the child’s progress over time e.g. overview from tracker.
Summary of Strengths and Needs
*** strengths and special educational needs
Communication and
Interaction
Strengths and Needs
this year.
Have there been any significant changes?
If yes, please update below.
Yes
No
Yes
No
Yes
No
Yes
No
Strengths:
Needs:
Cognition and Learning
Strengths and Needs
this year.
Have there been any significant changes?
If yes, please update below.
Strengths:
Needs:
Social, Emotional and
Mental Health
Strengths and Needs
this year.
Have there been any significant changes?
If yes, please update below.
Strengths:
Needs:
Sensory and Physical
Strengths and Needs.
Have there been any significant changes?
If yes, please update below.
Strengths:
Needs:
***’s strengths and health needs related to his SEN
Including any strengths
and any health needs
this year.
Have there been any significant changes?
Yes
No
If yes, please update and include information about health provision
below or on an annotated EHCP. (Attach evidence if appropriate)
Strengths
Needs
***’s strengths and social care needs related to his SEN
Including any strengths, Have there been any significant changes?
Yes
No
Family Environment
and Social Care support If yes, please update and include information about care provision
this year.
below or on an annotated EHCP. (Attach evidence if appropriate)
Strengths
Needs
Section E and Section F:
Outcomes sought and Provision to support ****
Communication and
Interaction
List Outcomes from
EHCP
Support/Provision/Equipment
provided this year and
frequency.
Include outside agencies
involvement/staff training etc.



Evidence of Impact/Outcomes met
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
Cognition and
Learning
List Outcomes from
EHCP
Social, Emotional and
Mental Health
List Outcomes from
EHCP
Sensory and Physical
List Outcomes from
EHCP
Support/Provision/Equipment
provided this year and
frequency.
Include outside agencies
involvement/staff training etc.



Evidence of Impact/Outcomes met
Support/Provision/Equipment
provided this year and
frequency.
Include outside agencies
involvement/staff training etc.



Evidence of Impact/Outcomes met
Support/Provision/Equipment
provided this year and
frequency.
Include outside agencies
involvement/staff training etc.



Evidence of Impact/Outcomes met
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
Section E and Section G:
Health
List Outcomes from
EHCP
Health Provision



Evidence of Impact/Outcomes met
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
Section E and Section F:
Social Care
List Outcomes from
EHCP
Social Care Provision



Evidence of Impact/Outcomes met
If outcomes not met provide information
about the situation and progress towards
this outcome below
Have outcomes been met?
Yes/No/Partially/Still relevant
Suggested New Outcomes
New Outcome
Steps towards meeting the outcome
Include resources to be used, who will do what, when and
how often
Preparing for adulthood (necessary from Y9 onwards)
Issues to be considered
as part of the review
meeting
What are the young
person’s aspirations for
when they leave education
or training?
Has the young person had
advice and support in order
to achieve their aspirations?
What steps need to be
taken to support the young
person as they move
towards independence?
Details of any discussions
Has this
information been
included in the
EHCP? Yes/No
Section I
Education Placement
Does consideration need to be given to alternative placement or inclusion in a mainstream
setting?
Yes
No
If yes, provide the child/young person’s or parent/carer’s preference and reasons for consideration
below.
Section J – personal budget
Personal Budget
Is there a personal budget? Yes
No
If yes, please specify how this has been spent to support the child/young person.
Sheffield Support Grid
Does the child receive additional support through the Sheffield Support Grid? Yes
No
If yes, what category/level is felt appropriate?
Please specify how this additional support has been used to support the child/young person?
Please summarise any points of discussion at the meeting not covered above
(E.g. need to change school/setting, unresolved difference of opinion, insufficient evidence)
Name of chair of the annual review:
Position Held (Headteacher):
Signed:
Date:
Please send this report to the SEND Team and all those invited to the meeting, including parents
no later than 2 weeks after the meeting. Please attach any reports or advice received since the
last Annual review. The parents and school will be notified within 4 weeks of the meeting date of
any action to be taken by the Local Authority.
The completed form should be sent to:
SEND Assessment and Placement Team, Floor 5, Moorfoot, Sheffield, S1