Educational Health Care Plans (EHCP) & Annual Reviews

Course introduction

This course is designed to equip all staff with a comprehensive understanding of the processes involved in the creation and ongoing management of an Education, Health, and Care Plan (EHCP). Participants will gain an overview of each step in the process, including the legal framework, the Early Help Assessment (EHA), and the Education, Health, and Care Needs Assessment (EHCNA). The course will also emphasise the importance of person-centred approaches throughout.

What we will cover throughout the day

• Understand the SEND Framework and Legal Context: Gain a comprehensive understanding of the SEND Code of Practice, the legal context of the role, and the key steps in supporting children with SEND/ALN, including the Education, Health, and Care Plan (EHCP) process.

• Navigate the EHCP Process: Learn how to request an Education, Health, and Care Needs Assessment (EHCNA), identify key sections of the EHCP, and understand legal timelines, expectations, and the annual review process.

• Collaborate and Focus on SMART Targets: Explore effective collaboration with all parties involved in the EHCP, and learn how to set and implement SMART targets to support the progress of children with SEND/ALN.

• Evaluate and Monitor Progress: Develop strategies to measure achievements, evaluate the experiences of pupils with SEND/ALN, and use data effectively for Ofsted inspections and ongoing reviews.

• Plan for Transitions and System Improvements: Understand how to ensure successful transitions for SEND pupils, set up efficient review systems, and develop action plans for continuous improvement and effective interventions.

Target audience

All practitioners dealing with EHCPs including: SENCOs/ALNCOs, teachers, Teaching Assistants, Local Authority SEND Teams, case officers and business/admin support; assessing professionals, such as Educational Psychologists and anyone involved in SEND/EHCPs or interested in learning more about EHCP requirements and processes.

Trainers for this course

Karen Ferguson

BSc (Hons), QTS, MEd, MA

Karen is currently working part-time in a mainstream Primary School as SENDCO, while the remaining part of her week is spent supporting and training. Karen started teaching science at a... mainstream secondary school in 2000 but moved into the SEND environment, working with children and parents to help them overcome their barriers to education to give them the skills to achieve their full potential. The majority of her training was on the job, which showed the need for training in this area. She was appointed as a Specialist Leader in Education for Autism, and this allowed her to disseminate good practice and deliver training in the field of SEND. Karen offers various SEND, Neurodivergent and condition specific training, including Autism, ADHD and Dyslexia. She has continued her professional development throughout the years, including a Master in Arts, Master in Education, Dyslexia, ADHD, Autism and PDA formal qualifications. She is currently working towards her NPQSEN. Karen believes that a better understanding of SEND, Neurodivergence and complex needs can be achieved through information sharing, and she is committed to ensuring that education is developed and delivered to as many people as possible.Read more

See what others have to say about us

“I feel the training today has left me fully prepared to launch the Scheme to impact positively on the school community as a whole – an excellent day and very worthwhile. I would fully recommend.”

“Partnership working is an outstanding feature of the school. There are well established, excellent partnerships with parents and carers. The ‘learn with me’ days are very effective and parents are very positive about their worth. The ‘Family Values’ scheme is highly successful and encourages parents to undertake worthwhile activities with their children at home.”

“Excellent course – incredibly well delivered and really interesting and thought provoking. Looks to be a really good scheme and loads of help, ideas and activities to launch the scheme within the school. Will enhance the work I do as a parent support advisor. I know some of my families will love to do this.”

About the venue

Stay at home, get comfortable and enjoy our live interactive course via Zoom! You’ll receive the link a few days before the course date so you can get prepared (and excited) ahead of time.

Handy course logistics

• The course will run via Zoom from 9:30 am – 12:30, however, the trainer will be available 15 minutes before and after the course times to answer any questions.
• You’ll receive mid-morning, lunch and afternoon breaks to re-energise.
• This course is designed to be interactive and inclusive. We welcome questions and discussions throughout and we want you to be comfortable and stress-free no matter where you join us from!
• Your course pack includes handouts, an M&S voucher for food, a snack, a pen and a notepad – we’ll send this to you before the day. Please note this is only for UK-based participants, international attendees will receive the pack via email.
• Additional links and information will be emailed to you before and during the course.
• This course is also available as an in-house / INSET training session at your school. Contact us for details.
• Please note – the cost is per person
• Please note – the early bird rate of £185+ VAT ends 28 days prior to the course date, after this the standard rate of £215+VAT will be charged.