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    Many LAs have their own proformas for this. If you are new in post on to the area, try and get in touch with some local SENCos to check. One LA I work with has deadlines for their proformas to be completed and sent to secondary schools by.
    It’s good practice to go visit more complex children in their primary school, this process for me starts after Easter, just depends on the number of feeder schools you have and your availability.