Reviewing an Education, Health and Care (EHC) Plan

What is a transition plan?

Children entering Year 5 or Year 9 should have a Transition Plan. This is to ensure their future school or placement is fully explored and the needs of the child will be met. In Rotherham it is regarded as good practice to also have a Transition Review for children transferred from pre-school settings to infants’ school and from Year 2 to Year 3.

Transition Reviews

All Year 5 pupils with an EHC plan should have a Transition Annual Review. This is to ensure enough time for effective planning to take place and for the receiving school to be made aware of and make preparations to meet the needs of your child.

Both current and receiving schools should discuss at the review how they will support your child through the transition process. The review and any amendments must be completed by 15th February in the calendar year of the transfer at the latest for transfers into or between schools.

Year 9 Pupils and Transition Reviews

All Year 9 pupils with EHC plans must have a Transition Planning Review which pulls together the information from various agencies to plan with the young person for their transition to adulthood. This would include a focus on considering options and choices for the next phase of education, employment, independent living and participation in society.

Year 11 Pupils and Transition Reviews

For young people moving from secondary school to a post-16 institution or apprenticeship, the review and any amendments to the EHC plan – including specifying the post-16 provision and naming the institution must be completed by the 31 March in the calendar year of the transfer.