Reply To: Date of annual EHCP review

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    It can be anytime within a year of the previous review date, or if it is the first review of a plan or updated plan, within a year of that date. You should provide parties involved with 2 weeks notice of any review e.g. case officer, parents, professionals, etc. Ideally discuss dates with the parents well in advance so you can agree a mutually agreeable time. If you are likely to consider a change to the plan/provision it’s important that the case officer attends (even if it is virtually) and agree next steps with them so you have this on record.

    If its a phase transfer they are typically done earlier in the year so there is time for adjustments if needed e.g. KS2 into KS3 or KS4 into FE.

    Hope this helps.