EHCP annual reviews

The short video on this page will give you an overview of what an education health and care plan (EHCP) annual review is, the timeline of what needs to happen and when during the eight week process.

EHCPs will be reviewed within ten months of the last annual review for children and young people aged 5-25 years, and six-monthly for early years aged 0-5 years. The first review will be held one year from the date that the EHCP was finalised (or six months if early years). The Children and Families Act expects the annual review to look at things from a personal-centred point of view, which means the parents, children and young people should be fully involved and able to share their views, wishes and feelings.

The review meeting must focus on the following seven points:

  • Focus on progress made towards achieving the long-term outcomes
  • Establish if the long-term outcomes are still appropriate, and if necessary agree new ones
  • Review the short-term targets and set new ones
  • Check that the special educational provision, and the arrangements for delivering it, is still appropriate and meaningful progress can be made
  • Review the health and social care provision
  • Check if the aspirations have changed
  • Check if the parent/young person would like to request a personal budget

How do I leave feedback following an annual review of an EHCP?

If you've recently been through an education health and care needs assessment (ECHNA) for your child or yourself as a young person we'd be grateful for your feedback. Please spare a coupe of minutes to answer the questions on our survey so that we can see what's working well and what's not working so well. The survey results will help us understand if the process is running as smoothly as it can be, and if there are any areas we can improve on for families in the future.

In addition to this, all annual reviews from year 9 onwards must include a focus on preparing a child/young person for adulthood. Planning must be centred around the child/young person’s aspirations and abilities, what they want to be able to do when they leave further education and how they can be supported. Children and young people should have the information they need to move onto the next stage of their lives. 

Additional meetings should be arranged to review the plan at least termly as part of a pupil-centred approach to planning, support and intervention. These meetings aren't part of the annual review of the EHCP, but will provide an opportunity for parents and the educational setting to evaluate the impact of support and intervention.

It's important that the EHCP remains appropriate, and if amendments to the plan are needed an interim review may be called. This will normally be requested by the educational setting, but should be with the agreement of parents/carers/young person.

The annual review paperwork, guidance and useful FAQs can be found on the right hand side of this page. Please note we no longer have a separate parental / young persons views document as this is now page 4 and 5 of the report. 

If you have any queries regarding annual reviews please contact Ricki Foxall on 01743 254366 or email