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 role of the Education, Health, and Care Plan (EHCP) in supporting children with special educational needs and disabilities (SEND);

• Identify the sections of the EHCP;

• Know when and how to request an Education, Health, and Care Needs Assessment (EHCNA);

• Be familiar with the legal timelines and expectations of the EHCP process;

• Learn how to focus on SMART targets;

• Collaborate effectively with all parties involved in a child's EHCP;

• Identify the key steps in the annual review process;

• Understand the legal context of the EHCP;

• Understand how to plan and write up annual reviews;

• Navigate the EHCP process, including EHCNA and Early Help Assessment (EHA);

• Recognise the importance of co-production in creating an effective EHCP;

• Understand the practical application of the EHCP and the role of staff.

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

BAEd QTS

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 disabilities 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 and condition specific training, including ASC, ADHD and Dyslexia. She has continued her own professional development throughout the years including a Masters in Education, Dyslexia, ADHD, Autism and PDA formal qualifications. She is currently working towards her Doctorate in Education.

Karen believes in a better understanding of SEND and complex needs can be achieved through information sharing and she is committed to ensure that education is developed and delivered to as many people as possible.Read more

See what others have to say about us

"Nicola was very knowledgeable and approachable and did a great job"

"Fantastic course! Nicola is incredibly passionate, professional and knowledgeable about youth mental health. I thoroughly enjoyed the sessions. Thank you!"

"Thank you Nicola, for making what can be a difficult and challenging subject easier to talk about. I learnt a great deal on ways to support young people!"

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