Annual Review Paperwork UPDATED 04-10-2024 - AR1 Pre-Review report

Sep 1, 2026

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AR1 and AR2 templates for compiling Education, Health and Care Plan (EHC plan) annual review paperwork. AR1 structures the pre-review report with child/young person details, invited parties, attendance, attainment and SENCo/class teacher alignment, progress towards EHC outcomes (including reasons for expected or less-than-expected progress), and preparation for adulthood. It also sets out the proposed agenda and guidance for phase transfer discussions, then captures health, social care items and AR2 meeting documentation, summary, agreed actions, EHCP change tracking, and personal budget requests.

LanguageEnglish

CategoryForms

FormatDOCX

Pages18

Reading Time6 min

AccessFree to download

AR1: Pre-Review report

Review details

Child/YP details and invited parties

Attendance

Child or Young Person’s personal details

Parent or carer views for the review meeting

Attainment

Progress towards outcomes

Progress towards ‘preparation for adulthood’ outcomes

Health outcomes and social care outcomes

Agenda

AR2: The Review Meeting

Attended parties and agenda

AR2: Summary of discussion

Recommendation and proposed EHCP amendments

Personal budgets

Agreed actions/requests following the review

Phase transfers

Setting sign off

Parent/Carer sign off

Young Person sign off

Review paperwork of the Education, Health and Care Plan of Name: Date of Birth: AR1: Pre-Review report AR1: To be completed and circulated at least two weeks prior to the review Review details Child/YP details Invited parties (Please list ALL the professionals/agencies currently involved with the child/young person and ensure they are invited to the Review. Please refer to the SEN Code of Practice to ensure you invite the appropriate people, secondary schools and post-16 settings must be aware of the transition plan requirements) Attendance The Child or Young Person’s Personal Details Parent or Carer Views for the review meeting Attainment Please include a SENCo/class teacher opinion on the National Curriculum year group that the child/young person’s learning currently best aligns with as well as previous summative information as available/appropriate to show progress over time, with a summary at end of each key stage so far. Please describe attainment in language which is universal and accessible to all professionals. Only use the early years development journal for those in EYFS and the first term of year 1. For those operating below their age-related expectations do consider using appropriate assessment tools such as the pre-key stage standards and the engagement model. Please be precise when pinpointing attainment, do not just put “below”. Also consider providing standardised scoring. Progress towards outcomes Progress towards achieving the outcomes specified in the EHC plan Copy and paste the Outcomes from the EHCP into the corresponding tables below Provide an up to date summary of the pupil’s progress towards these outcomes and detail the reasons why progress has been less than expected, expected, or better than expected. Include attainment data and the progress made if appropriate. If an outcome has been met then please indicate this in the table below (a new outcome will be co-produced with the family at the annual review and written onto the EHC plan you submit in Part 2). The following are not amendments to be made to the EHC plan. This report is a progress update only. Cognition and Learning Communication and Interaction Social, Emotional and Mental Health Sensory and or Physical Progress towards ‘preparation for adulthood’ outcomes To be completed for young people aged Year 9 (at the latest) and over Higher education and/or employment Independent living Participating in society Being as healthy as possible in adult life Health outcomes Social Care Outcomes Agenda Below is the proposed agenda for the annual review meeting. Please consult with the parent or those with parental responsibility and the young person prior to submitting this form. General items to be discussed must include: attendance, attainment, pupil voice, parent voice, progress towards the outcomes of the EHC plan. For a young person in Nursery 1, year 5 and year 10 please begin your phase transfer conversations. AR2: The Review Meeting AR2: Review details The Child or Young Person’s Personal Details Attended parties Agenda Below is the actual agenda for the annual review meeting. Please ensure you have consulted with the parent or those with parental responsibility and the young person prior to submitting this form. General items to be discussed must include: attendance, attainment, pupil voice, parent voice, progress towards the outcomes of the EHC plan. For a young person in Nursery 1, year 5 and year 10 please begin your phase transfer conversations. AR2: Summary of discussion Summarise all points of discussion during the meeting. An agenda will have been provided at least 2 weeks prior to the meeting. Progress towards outcomes must be completed prior to the review and form one of your discussion points as well as attendance and attainment. Actions stemming from the conversations held are to be recorded in the separate fields. Do not include any proposed amendments to the EHC plan in this summary. Below are the key note

FAQs

What is AR1, and when should it be circulated before the annual EHC plan review?

AR1 is the pre-review report. It must be completed and circulated at least two weeks prior to the annual review meeting.

What must be included in AR1 regarding attainment and progress towards EHC outcomes?

AR1 requires attainment described in accessible language, including a SENCo/class teacher opinion aligned to the current National Curriculum year group and summative information showing progress over time. It also requires an up-to-date summary of progress towards the EHC plan outcomes, including reasons why progress is less than expected, expected, or better than expected.

What should be recorded in AR2 after the annual review meeting?

AR2 captures the actual agenda, a summary of discussion (including attendance, attainment, and progress towards outcomes), the recommendation to maintain/amend/cease the plan, whether EHCP sections have been amended using track changes, any personal budget request, and agreed actions/requests following the review.

Sep 1, 2026

Upload by Mason