Review guidance for Education, Health and Social Care plans

The EHC plans should be used to actively monitor children and  young people’s progress towards their outcomes and long term aspirations. They must  be reviewed,as a minimum, every 12 months and the first review must be held within 12 months of the date when the EHC plan was issued. Reviews must focus on the child or young person’s progress towards achieving the outcomes specified in the EHC plan and to consider if the outcomes remain appropriate. 

The reviews must be undertaken in partnership with the child and parent/carer.  All reviews taking place from Year 9 and onwards must include a focus on preparing for adulthood including employment, independence living and participation in society. Transition planning must be built into the EHC plan and where relevant should include effective planning for moving between children’s and adults care and health services.

The following factsheets and guidance notes have been produced by the Council for Disabled Children, and are intended to inform and support the Annual Review process.

Read the Review Timeline (external link)

This guidance sets out the timetable for Annual Reviews in 5 steps

Read the Review Factsheet (PDF 548KB)

This factsheet aims to provide an overview of the key duties which apply to Local Authorities, schools and education providers as set out in the children and young people & Families Act 2014

Read about Young People and their EHCP Review (PDF, 16,758KB)

Download the  Annual Review Template (PDF 248.91, DOCX 84.2KB)



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