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Awareverse

Free Resource

EHCP
Transition Planner

England

Planning support for the Education, Health and Care Plan process

Free to download, print and share 💜
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EHCP Transition Planner — England

Use this planner to track key dates, evidence and next steps through the Education, Health and Care Plan process under the Children and Families Act 2014.

👤 Child / young person details

Full name

Date of birth

Current school / setting

Year group

Diagnosis / needs

Current support type

📅 Key dates — 20 week timeline

Date request submitted

Decision due (6 weeks)

Assessment start date

Draft EHCP due (week 16)

Final EHCP due (week 20)

Annual review date

Under the Children and Families Act 2014, the Local Authority must complete the full EHCP process within 20 weeks of the initial request.

👤 Key contacts

LA caseworker name

Caseworker phone / email

School SENCO

SENCO phone / email

EHCP Transition Planner — Englandawareverse.co.uk

📋 Evidence tracker

Keep copies of everything. Note the date you sent or received each document.

Document / report

Date sent

Copy kept

Document / report

Date sent

Copy kept

Document / report

Date sent

Copy kept

Document / report

Date sent

Copy kept

Document / report

Date sent

Copy kept

Document / report

Date sent

Copy kept

📝 What to ask for in the EHCP

Specific provision we are requesting Preferred school / setting to be named Concerns about the draft plan

EHCP Transition Planner — Englandawareverse.co.uk

⚖️ If things go wrong

If the LA refuses to assess, issues a plan you disagree with, or misses deadlines — you have the right to appeal to the SEND Tribunal.

Reason for disagreement Mediation certificate received Appeal submitted to SEND Tribunal Tribunal hearing date

You must obtain a mediation certificate before appealing to the SEND Tribunal (except for appeals about school placement). Keep records of every conversation with the LA — dates, names, and what was said.

📝 Meeting notes

Date of meeting Who attended Key points discussed Actions agreed and by when

EHCP Transition Planner — Englandawareverse.co.uk

Need more in-depth support?

This free tool is a starting point. Our guides go much deeper — written in plain English from lived experience.

A free quick tool gives you the basics. A proper guide gives you the knowledge to advocate confidently.

📋

EHCP Support Guide

Understanding the process, your rights, and how to challenge decisions.

⚖️

Going to SEND Tribunal

What to expect, how to prepare, and what your rights are.

🏫

SEN Support Without a Plan

What schools must provide and how to get it.

📣

Advocating Without Burning Out

How to keep fighting for your child without losing yourself.

All Awareverse guides are written from lived experience — plain English, no jargon, no gatekeeping.

Browse all Awareverse guides →

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