Education, Health and Care plan (EHCP) Phase Transfer Support Pack (Parent Edition) Your complete guide to lawful, confident transition planning
A printable, expert-designed workbook to help you prepare for your child’s EHCP phase transfer—includes checklists, meeting questions, action planning, and support signposting.
Full Product Description:
Navigating an EHCP phase transfer can feel overwhelming—especially if it’s your first time. This printable workbook has been created by national SEND experts to give you the clarity, structure, and confidence to manage this critical transition.
Use it to prepare for review meetings, track key actions, and make sure your child’s needs are fully supported as they move to their next setting.
What’s Inside:
✅ Guided self-reflection prompts
✅ Phase transfer checklist (with what good looks like)
✅ Expert-curated annual review questions (with follow-up cues)
✅ Action planning section for parents and carers
✅ Notes page and contact tracker
✅ Built-in support signposting (SENDIASS, SENCO, LA, forums)
Perfect for:
- Parents and carers preparing for primary to secondary or post-16 transition
- Advocates supporting families through phase transfer
- SENCOs who want to empower families and improve EHCP reviews
No jargon. No overwhelm. Just expert guidance to help you protect your child’s future
📦 What’s Included: EHCP Phase Transfer Toolkit – full expert guide Printable Workbook – checklists, questions, action tracker Editable Letters – early review request, deadline breach, draft challenge Visual Timeline – month-by-month actions and responsibilities 🎯 Who It’s For: Parents and carers managing an EHCP phase transfer Advocates and support workers SENCOs who want to empower families 🧠 Why It’s Different: Created by a top 1% national SEND expert Legally accurate and practically supportive No jargon, no fluff—just the tools families need