Early Years Annual review of an Education, Health and Care Plan (EHCP) Summary Sheet
Date of Review Meeting:Click here to enter a date. / Date of last review meeting: Click here to enter a date.
The annual review meeting must be supported by the following paperwork. The annual review will not be processed until all of the information listed below is submitted with the Annual Review paperwork. This annual review document must be provided to the Special Educational Needs team as soon as possible as the Local Authority must make a decision within 4 weeks of this meeting.
These items must be included / Please checkAppropriately signed annual review form– Parent/Care,, Setting Manager and SENCO / ☐ /
Early Years Learning Plan(to include short term outcomes) / ☐ /
Provision Map / ☐ /
Parent/Carer contribution / ☐ /
Child/Young Person contribution / ☐ /
EY six monthly review paperwork where this has been completed / ☐ /
SMART outcomes for next year completed / ☐ /
Please include if applicable
Recommendations, detailing any amendments / ☐ /
Professional advice to support a request for an amendment / ☐ /
We are currently trialling the use of personal budgets with families. Would you like to be involved in this process? / ☐ /
Recommendation / Please check
Maintain the EHCP / ☐ /
Amendment to EHCP
If so, which section: / ☐ /
Cease the EHCP / ☐ /
As Special Educational Needs Co-ordinator, I confirm that the above information is correct and that all necessary documents have been attached with the Annual Review paperwork (an electronic signature will be accepted):
SENCO Signature: Date:Click here to enter a date.
Early YearsAnnual Review of ’s
Education, Health and Care plan
Setting name: / Date of current EHCP: Click here to enter a date.
Personal Details – only complete if any of the below details have changed since the last review meeting/ are not included in current EHCP
Family name: / Given names:
Date of birth: / Click here to enter a date. / First language:
Address: / Religion:
Ethnicity:
Telephone number: / Parent/Carer/ Person responsible:
Chair of review meeting: / Is this child/ young person looked after?
Contributions
Persons Invited to attend and/or to contribute to the review / Status / Attended? / Report Attached? / Brief details of contribution
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SECTION A – Part 2
About meWhat is important to you?
How do you feel about the help that you are receiving in school?
Is there anything else that you think would help you in school?
Tell us about the things that you think are working well for you and the things that you think are not working well for you.
At or with / Things that are working well / Things not working well
Early Years Setting
Home
Leisure
Health
Care
Friends
Other
Your aspirations for the future
All about my family
What progress do you feel your child has made over the last year?
What future progress would you like to see?
What is important to you?
What support do you think would help you?
Things working well for you
Things not working well for you
Your aspirations for the future
Have there been any significant changes in the child’s circumstances which may affect development and progress?
Does SECTION A of the EHCP need amending as a result of the information above? (Please tick) ☐
If no amendments are made to SECTION A of the EHCP the information obtained above will still be read alongside the plan for the next 12 months
SECTION B
What are the special educational needs of the Child?(Please indicate which is their primary area of need)
Communication and Interaction
☐ / Cognition and Learning
☐ / Social, Emotional and Mental Health
☐ / Sensory and/or Physical Needs
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SECTION C / SECTION G(if applicable)
Health needsPlease comment on the current health needs
SECTION D / SECTION H (1/2)(if applicable)
Social Care needsPlease comment on the social care needs
CURRENT PROVISION
Current arrangements in setting(Where possible support this information with a provision map and/or the CYP’s timetable with support identified).
Group size/ratio: provision map)
Small group support:
One to one support:
Professional involvement in the last 12 months
(Please give details of any professionals who are currently/ have been involved with the provision currently in place for this child/ young person)
Name / Agency / Date of involvement / Is this ongoing? / End date / Report attached?
Click here to enter a date. / ☐ / Click here to enter a date. / ☐ /
Click here to enter a date. / ☐ / Click here to enter a date. / ☐ /
Click here to enter a date. / ☐ / Click here to enter a date. / ☐ /
Click here to enter a date. / ☐ / Click here to enter a date. / ☐ /
Click here to enter a date. / ☐ / Click here to enter a date. / ☐ /
EDUCATIONAL PROGRESS
Educational ProgressCommunication and Language:
Personal, Social and Emotional Development:
Physical Development::
Please circle the appropriate months below for each prime area:
Personal, Social and Emotional
Making relationships:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Self-confidence and self-awareness:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Managing feelings and behaviour:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Physical Development
Moving and handling:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Health and self-care:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Language and Communication
Listening and attention:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Understanding:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Speaking:
0-11 / 8-20 / 16-26 / 22-36 / 30-50 / 40-60+
Please comment on Characteristics of Effective Learning:
Play and exploring: / Active Learning:
Creativity and thinking critically:
PERSONAL BUDGET
Is this CYP in receipt of a Personal Budget? (please tick) ☐TRANSPORT
Are current transport arrangements still appropriate? (please tick) ☐If no, please provide details:
SECTION E(please attach Pupil Centred Plan)
7. Report on progress against the Plan outcomessince 6 monthly reviewOutcomes in EHCP and progress made towards achieving outcomes
Communication and Interaction:
Cognition and Learning:
Social, Emotional & Mental Health:
Physical and Sensory:
SECTION E continued
What are the agreed steps towards achieving the plan OUTCOMESover the next 6 months?(Ahead of the next 6 monthly review)
If this annual review is at the end of the Foundation Stageor the long term outcomes have changed/ been met since the last review, please agree new long term outcomes:
Steps to achieve these outcomes in the next 6 months / Success criteria
Communication and Interaction
Cognition and learning
Social & Emotional and Mental Health
Physical and Sensory
SECTION K
Professional advice (if recommendation is to amend the EHCP) (Please indicate any additional advice which has been sought from appropriate professionals and where this has been implemented)Name / Profession / Advice and how it has been implemented / Report attached?
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Transition
Transition between phases of educationTransition Year Group / Preferred Placement / Parent/ Carer’s comments / Child or Young Person’s comments
Early Years Provider to school
Infant to Junior (if separate settings)
Primary to Secondary
Secondary to Post 16 setting or apprenticeship
Recommendation of the Annual Review
In line with the child/young person’s progress, does the Education, Health and Care Plan need to: / Please tick- be maintained i.e. child or young person still needs an EHC plan to detail additional support required
- be amended – see below
- 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.
Has the Child’s or Young Person SEND difficulties changed so significantly that another full statutory assessment should be considered? / ☐
If the child/young person is currently in Specialist Provision – can the child/young person’s needs be met in a mainstream placement? See below / ☐
If an amendmentis required to the EHCP
Recommendations of this EHC Plan review – please provide details of any amendments to the plan that are required: /Please tick
Content - amendments are required to the content of the EHC Plan / ☐
Which Section? / Details of amendment
Provision:request for a change in provision:must be supported by a costed provision map / ☐
Placement:Request for a change of placement: Please specify details and include supporting evidence with this annual review report / ☐
No amendments are required to the EHC Plan / ☐
Signatures
Parent / Carer
Click here to enter a date. /
SENCO
Click here to enter a date. /
Setting Manager
Click here to enter a date. /
Please complete the summary sheet,attach all necessary reports and supporting evidence and return to the SEN TEAM via encrypted email to
For further information on this process please contact 01743 254366