Annual Review Preparation Tool and Companion Guide

Annual Review Planner Toolkit
Feel like your EHCP annual review just… happens? This toolkit gives you the power to plan it, shape it, and make it count.

Created by national SEND specialists, the Annual Review Planner Toolkit helps you take control of the process. Whether you’re a parent, SENCO, or advocate, this resource gives you clear steps, editable tools, and expert guidance to make the most of every review.

What’s Included:
✅ Companion Guide – A plain-language expert walkthrough of the full review process
✅ Printable Workbook – Timelines, reflection prompts, and prep space for meetings
✅ Editable Letter Templates – Ask for a review, challenge provision, and more
✅ Annual Review Tracker – Stay on top of key dates, tasks, and evidence
✅ Checklist – What to bring, what to ask, what to expect
✅ Question Bank – Model questions with prompts and follow-ups
✅ Case Study – Real example showing how to use the toolkit effectively
✅ Support Signposting – Know who to contact if you need help (e.g. SENDIASS)

Built Around the Law
This toolkit is grounded in the SEND Code of Practice (2015) and reflects your legal rights and responsibilities under the Children and Families Act. It aligns with statutory timescales, good practice guidance, and inspection expectations—without the jargon.

Why It’s Different
This isn’t just a printable. It’s a strategy.
Use it before, during and after your review to get clear, confident and prepared.