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Awareverse

Free Resource

IDP
Transition Planner

Wales

Planning support for the Individual Development Plan process

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IDP Transition Planner — Wales

Use this planner to track key dates, evidence and next steps through the Individual Development Plan process. Governed by the Additional Learning Needs and Education Tribunal (Wales) Act 2018.

👤 Child / young person details

Full name

Date of birth

Current school / setting

Year group

Diagnosis / needs

Current plan type

📅 Key dates

Date request submitted

Decision due (within 6 weeks)

Assessment start date

Draft plan due (week 16)

Final plan due (week 20)

Annual review date

Under the Additional Learning Needs and Education Tribunal (Wales) Act 2018, the Local Authority must complete the process within 20 weeks of the initial request.

👤 Your key contacts

Your Local Authority caseworker name

Caseworker phone / email

School SENCO name

SENCO phone / email

IDP Transition Planner — Walesawareverse.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 IDP

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

IDP Transition Planner — Walesawareverse.co.uk

⚖️ If things go wrong

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

Reason for disagreement Appeal submitted to Education Tribunal for Wales Mediation offered / accepted Tribunal hearing date

You must request mediation before appealing to Education Tribunal for Wales (except for school placement appeals). Keep notes of every conversation with the Local Authority.

📝 Meeting notes

Date of meeting Who attended Key points discussed Actions agreed

IDP Transition Planner — Walesawareverse.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.

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

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Share this free resource with anyone who needs it 💜 — awareverse.co.uk/downloads