Education, Health and Care (EHC) plans must be reviewed at least annually to ensure that the parents, the pupil, us, the school and all the professionals involved with the child or young person monitor and evaluate the continued effectiveness and relevance of the provision set out in the EHC plan.

Review documents

You can download the forms needed to carry out an annual review for a child below:

  Download the Annual Review form

  Download the Post 16 Annual Review Form (Yr 11 onwards)

  Download the Post 16 Annual Review Guidance (Yr 11 onwards)

  Download the Preparing for Adulthood prompt sheet (Yr 9 – Yr 11)

  Download the Preparing for Adulthood Skills Audit to accompany post 16 Annual review

  Download annual review - Personal budgets form

  Download the professionals contribution to reviews form

  Download the One Page Profile image template

  Download the One Page Profile template

  Download the Special Educational Provision (SEP) referral form

  Download the One Page Profile guidance notes

Torbay SENCo Handbook

The following guides provide information on the review process for children at different stages:

Annual review meetings
Parents information sheet
Early Years Transition Guide – Preparing for Primary Phase/Transfer
TransferA guide for schools, parents and carers to prepare for an Early Years transition review
Year 5 Transition Guide – Preparing for Secondary Phase/Transfer
A guide for schools, parents and carers to prepare for a year 5 transition review
Year 9 Transition Guide – Preparing for Adulthood
A guide for schools, parents and carers to prepare for a year 9 transition review
Year 11 Transition Guide – Preparing for Adulthood
A guide for schools, parents and carers to prepare for a year 11 transition review
Personal Budgets for SEN - Quick Guide
This is a quick guide for families who are interested in finding out more about the Personal Budgets for Special Educational Needs (SEN)
Annual Review Timeline for Schools
Annual review regarding key actions, legal compliance and best practice
Relationship circle
Information on relationship circle which can be used as a visual summary of who is important in the pupil's life
Important to / for
Information on the fundamental person-centred thinking skill
Good day / Bad day
Information on this person-centred thinking tool
What’s working / not working
Information on developing outcomes and actions

 Other Template Worksheets