Annual Review Checklist

Take the stress out of managing EHCP annual reviews with this practical, easy-to-use checklist.

Designed for SENCOs and SEND professionals, this editable Excel resource guides you through each stage of the annual review process—from early preparation to post-review follow-up. It helps you keep track of key tasks, deadlines and documentation so that nothing important is missed.

The checklist covers:

• Inviting parents, staff and external professionals
• Collecting reports and contributions
• Gathering the pupil’s and parents’ views
• Preparing the agenda and meeting paperwork
• Organising the review meeting
• Completing minutes and agreed EHCP updates
• Submitting paperwork to the Local Authority
• Following up actions and recording the next review date

Each task includes space to record its status, due date and additional notes. The resource also contains helpful links to supporting templates, including invitations, pupil-view materials and a meeting agenda.

You will receive an Excel spreadsheet that can be edited digitally or printed for use within your school.

Ideal for new or experienced SENCOs who want a clear, organised system for managing EHCP annual reviews confidently and efficiently.

Please note: This resource is licensed for use within the purchaser’s own school. It must not be resold, redistributed, rebranded or claimed as your own.