EHCP & SEND REVIEW MEETING PREPARATION

Go into the meeting knowing what you want to say.

Important school meetings can feel like a lot. There might be paperwork to get through, things you want to raise, questions you don’t want to forget and decisions you want to understand.

This one-hour preparation session gives us focused time before the meeting to work through what’s important, organise your thoughts and make sure you’re clear about what you want to ask, discuss and achieve.

You’ll go in prepared, with your priorities clear and a plan for the conversation.

£95

Price

60 MINUTES

Duration

ONLINE

Delivery

Book Meeting Preparation

Focused preparation for EHCP Annual Reviews, SEND Support Reviews and other important SEND meetings with school.

(This service is educational meeting preparation rather than legal advice, advocacy or representation.)

This might be useful if…

  • You have an EHCP Annual Review coming up and aren’t sure how to prepare.
  • There’s a lot of paperwork and you’re struggling to work out which points matter most.
  • You know there are things you want to raise but aren’t sure how to organise them.
  • You want to prepare questions before a SEND Support Review or another important meeting with school.
  • Previous meetings have left you thinking of things you wish you’d said or asked afterwards.
  • You want to be clear about what you’re hoping will come out of the meeting.

You don’t need to know the SEND system inside out to take part in an important conversation about your child.

We’ll make sure you understand the key points, know what you want to raise and feel prepared to take part.

WHEN THIS CAN HELP

It’s easy to leave a meeting wishing you’d said something.

Even when you know your child better than anyone, it can be difficult to organise everything you want to say in a meeting. There might be a lot of information to take in, several people around the table and only so much time to cover what matters.

Preparing beforehand means you don’t have to work all of that out while the meeting is happening.

Before the meeting, you might be thinking…

  • “I’ve got all this paperwork, but I’m not sure what I should be looking for.”
  • “There are so many things I could raise. Which ones actually matter most?”
  • “I know what I want to say, but I’m worried I’ll get into the meeting and forget half of it.”
  • “I’m not really sure what I should be asking.”
  • “I want to explain what’s happening for my child without the conversation going off in ten different directions.”
  • “I don’t want to come out afterwards and realise I forgot something important.”

Or perhaps…

  • You’ve received paperwork before an EHCP Annual Review and would like help working through the key points.
  • Your child’s SEND Support Plan is being reviewed and you want to think carefully about what’s working and what might need to change.
  • There are differences between what’s written down and what you’re seeing day to day.
  • Several professionals are involved and you’re trying to bring the important information together.
  • Something has changed for your child and you want to make sure it’s properly discussed.
  • There’s a particular outcome you’re hoping for, but you want to think through how to raise it constructively.

You don’t need to prepare for the preparation session.

Bring the paperwork you have, tell me what’s been happening and what you’re concerned about. We’ll use the hour to sort through it together and work out what needs your attention before the meeting. This service can support preparation for EHCP Annual Reviews, SEND Support Reviews and other important SEND meetings with school.

WHAT THIS SERVICE IS

What does meeting preparation involve?

This isn’t about rehearsing a script or telling you exactly what to say. It’s about giving you focused time before the meeting to step away from all the paperwork and think clearly about what matters for your child.

We’ll look at the information you already have, what’s happened since the last review or meeting, what’s working well and anything you’re concerned about. From there, we’ll decide which points really need to be discussed and what you’d like to understand, ask or clarify.

We’ll also think about the meeting itself- the questions you want to ask, anything you need to explain and the outcomes you’re hoping the conversation will lead to.

The aim is simple: when the meeting starts, you already know what matters most to you and your child.

WE’LL PREPARE

The things you don’t want to lose sight of.

  • The bigger picture
  • What’s happening for your child now and what’s changed since the last plan, review or meeting.
  • What’s working and what isn’t
  • The support that’s making a difference, anything that doesn’t seem to be helping and areas where you still have questions.
  • Your priorities
  • The things that matter most to you and your child, so the important points don’t get lost amongst everything else.
  • Your questions
  • Clear questions you want to ask, information you want clarified and anything you’d like to understand better.
  • The outcomes you’re hoping for
  • What you’d like the meeting to achieve and what you need to be clearer about by the time it finishes.

  • This is an educational preparation service. It doesn’t include legal advice, representation or advocacy, and I won’t contact or attend the meeting with school as part of this service.

What kinds of meetings can we prepare for?

The service is particularly useful when you’re preparing for an EHCP Annual Review or SEND Support Review, but those aren’t the only conversations families might want to think through beforehand.

  • EHCP Annual Reviews
  • SEND Support / SEN Support Reviews
  • Meetings about changes in your child’s needs or support
  • Transition meetings
  • Meetings involving several professionals
  • Other important SEND-focused meetings with school

WHAT WE CAN PREPARE

There can be a lot to cover in one meeting.

Every meeting will be different. What we focus on will depend on your child, the purpose of the meeting and what’s happened since you last sat down with school. We won’t try to prepare for every possible conversation. We’ll work out what matters most for this one.

THE PAPERWORK

What does it actually say?

Plans and reports can contain a lot of information. We’ll look at the key documents you’ve received and identify the parts that are most relevant to the meeting.

  • What’s currently recorded about your child
  • Existing outcomes, targets or priorities
  • Support and provision that’s already documented
  • Recommendations from other professionals
  • Anything that’s changed since the document was written
  • Points you want to understand or clarify

YOUR CHILD NOW

What’s happening day to day?

What’s written down is only part of the picture. We’ll think about your child’s current experience and anything the meeting needs to properly take into account.

  • What’s going well
  • Things your child is finding difficult
  • Changes you’ve noticed
  • What seems to be helping
  • Things that don’t appear to be working
  • What your child thinks or feels, where you know this

YOUR PRIORITIES

What do you need to raise?

When there’s a lot going on, the most important points can easily get lost. We’ll decide what really needs airtime and turn your thoughts into clear questions.

  • The points you don’t want to forget
  • Questions you want answered
  • Things you’d like explained more clearly
  • Support you’d like to discuss
  • Information you think is missing
  • Anything you need to follow up

THE MEETING

What are you hoping to come away with?

Preparing isn’t only about what you want to say. We’ll also think about what you need from the conversation and what should be clearer by the end.

  • What you’re hoping the meeting will achieve
  • Decisions or next steps you want clarified
  • Who may need to do what afterwards
  • Anything that needs a timescale
  • What you want to make a note of
  • What might need reviewing again later

The aim isn’t to make you sound like an expert in SEND. It’s to help you go into the meeting knowing your child, your priorities and your questions, and feeling able to take part in the conversation.

We’ll prepare around the information available to us. This service doesn’t provide a legal review of an EHCP or determine what a school or local authority must provide.

WHAT TO EXPECT

From booking to meeting-ready.

A little preparation beforehand means we can make much better use of our hour. I’ll ask you for some information about the meeting and the key paperwork you want us to consider.

By the end of the session, you’ll have your priorities, questions and key points organised and ready to take into the meeting.

Before we meet

When you book, I’ll ask you what the meeting is for, when it’s happening and what you’d most like help preparing for.

You can send me the key documents that are directly relevant to the meeting. For an EHCP Annual Review, that might include the current EHCP and review paperwork. For a SEND Support Review, it might be your child’s current support plan alongside another particularly relevant piece of information.

You don’t need to send me a bundle of documentI’ll look through the relevant information before we meet so that we can use our hour to prepare rather than simply reading paperwork together.

2

During the hour

We’ll work through the meeting together, starting with what’s happening for your child now and anything important that’s changed.

We’ll identify the points you most want to raise, prepare the questions you want to ask and think carefully about what you’re hoping the meeting will achieve.

If there’s a lot to cover, I’ll help you prioritise it so that the most important things don’t get lost.

This is your preparation session, so we’ll spend the time on the things that matter most to you and your child.

3

After our session

I’ll send you a concise, personalised meeting preparation summary based on the work we’ve done together.

It will capture your key priorities, the points you want to raise, the questions you’ve prepared and the things you want to make sure are clarified during the meeting.

Something simple enough to have beside you when the meeting actually happens.

What’s included in the £95?

  • Pre-session information gathering
  • Review of the key relevant information you provide
  • 60-minute online preparation session
  • Time to identify what’s changed and what matters now
  • Help prioritising the points you want to raise
  • Preparation of clear questions
  • Thinking through your desired outcomes
  • Your personalised Meeting Preparation Summary
  • Relevant signposting where appropriate

£95 covers the preparation, 60-minute session and personalised Meeting Preparation Summary described above. There are no additional charges unless you choose to book further support.

I’ll normally send your Meeting Preparation Summary within two working days of our session. Please leave enough time between your preparation session and the school meeting for me to send this to you.

WHAT YOU’LL LEAVE WITH

Less in your head. More in front of you.

You’ll go into the meeting knowing what matters most, what you want to ask and what you want to make sure is discussed.

CLEAR IN YOUR HEAD

Knowing what matters most

I’ll take everything you’ve brought to the session and narrow it down to the things that really need your attention in this meeting.

  • What’s going well for your child
  • What’s changed since the last meeting or review
  • Your main concerns
  • The points you most want to raise
  • What needs clarification
  • What you’re hoping the meeting will achieve

READY IN FRONT OF YOU

Knowing what you want to say and ask

I’ll turn your thoughts into something you can actually use, so you’re not relying on remembering everything in the moment.

  • Your key points
  • Your priorities for the meeting
  • Questions you want to ask
  • Things you want explained
  • Outcomes or next steps you want clarified
  • Your personalised Meeting Preparation Summary

Using your summary in the meeting

Your Meeting Preparation Summary isn’t a script. You don’t need to work through it line by line or make sure you say every word you’ve prepared.

Keep it beside you as a prompt. If the conversation moves quickly, you can use it to check whether the important things have been covered and remind yourself of questions you still want to ask.

  • Keep your priorities visible
  • Tick off questions as they’re answered
  • Make notes alongside the points you’ve prepared
  • Record anything that needs following up
  • Check your important points have been discussed before the meeting ends

And if the meeting takes an unexpected turn? That’s okay. The summary is there to support you, not restrict the conversation. You can listen, respond and ask new questions as they arise- while still having your original priorities there to come back to.

SCHOOL-SIDE EXPERIENCE

I’ve sat in these meetings too.

I’ve spent 15 years working in schools as a teacher, SENDCO and senior leader. During that time, I’ve been part of plenty of meetings with families about SEND, support, progress and what needs to happen next.

I’ve seen meetings where everyone leaves with a shared understanding and a clear way forward. I’ve also seen how easily important points can get lost when there’s a lot to cover, the paperwork takes over or people come into the room with different priorities.

That experience shapes how I’ll help you prepare. I’ll be thinking not only about what you want to raise, but how you can make your points clear, ask useful questions and keep the conversation focused on your child.

I also know that school staff may bring information or perspectives you haven’t heard before. Preparation isn’t about deciding exactly how the meeting should end before it starts- it’s about helping you take part confidently while staying open to the conversation.

Because the most useful meetings aren’t about winning an argument. They’re about getting to a better understanding of what a child needs next. You bring the knowledge of your child. I bring my experience of education and SEND. We’ll use both to get you ready for the meeting.

WHAT THAT MEANS FOR YOU

Preparation grounded in how school meetings actually work.

Knowing what deserves airtime

An hour can disappear quickly. I’ll help you distinguish the things that really need discussing from the things that can be followed up elsewhere.

Asking questions that move things forward

We’ll turn broad concerns into clear questions that help you understand what’s happening, what’s being considered and what comes next.

Keeping your child at the centre

Plans, processes and paperwork matter, but the conversation should always come back to your child’s actual experience of education.

Thinking about the conversation, not just your notes

Good preparation isn’t about arriving with a list to read out. We’ll think about how you can explain your perspective, listen to what’s being said and respond to the conversation as it develops.

A FEW THINGS WORTH KNOWING

Before you book.

If you’ve got an important meeting coming up, you might have a few questions about what I can help with and what to send beforehand. Here are the things I’d want you to know before booking.

Yes, where it’s relevant to preparing for an Annual Review. We can use the current EHCP and other key information to identify the things you want to discuss, questions you have and anything that’s changed for your child.

What I’m not providing through this service is a detailed legal or technical audit of the EHCP.

No. This service is about getting you ready for the meeting rather than attending it with you.

We’ll use our hour beforehand to organise your thoughts, identify your priorities and prepare the questions you want to ask, so you can go into the meeting feeling clearer about what you want to discuss.

Send the key information that’s directly relevant to the meeting rather than everything you have about your child.

I’ll review a reasonable amount of relevant information as part of the £95 service. If there’s a particularly large amount of paperwork, let me know and I’ll help you decide what’s most useful for us to focus on.

No. I can help you understand the educational information in front of you, think about your child’s current experience and identify things you want to ask or clarify at the meeting.

I don’t provide legal advice or a legal compliance review of an EHCP. If that’s what you need, I’ll be clear about it and point you towards appropriate specialist support where I can.

I can help you understand the educational picture, think about the support your child is receiving and prepare questions about provision, progress and next steps.

I won’t provide legal advice about what a school or local authority is legally required to provide. Where a question needs specialist SEND legal advice rather than educational guidance, I’ll say so.

I’ll send you a personalised Meeting Preparation Summary capturing the priorities we’ve identified, the key points you want to raise, your prepared questions and the things you want clarified during the meeting.

It’s designed to be practical- something you can have open beside you and refer back to while the meeting is happening.

Ideally, book your preparation session at least three working days before your school meeting. That gives us time to meet and for me to send your Meeting Preparation Summary afterwards.

You’re welcome to book further ahead too, particularly if you already have the relevant paperwork.

If your meeting is less than three working days away, get in touch before booking. If I have availability and there’s enough time for the service to be genuinely useful, I’ll let you know.

I don’t want you paying for preparation that has to be rushed simply because the meeting is tomorrow.

Yes. The service can also be useful for SEND Support Reviews and other important SEND-focused meetings with school.

If you’re unsure whether your particular meeting fits, send me a message or book a free Clarity Call and I’ll help you work out whether this is the right service.

That’s outside the scope of this service. SRO Education provides independent educational advice and preparation rather than legal advocacy, representation or tribunal support.

If it becomes clear that specialist legal advice or advocacy is what you actually need, I’ll tell you rather than try to provide something outside my role.

OTHER WAYS I CAN HELP

Not sure this is quite what you need?

EHCP & SEND Review Meeting Preparation is focused on one particular meeting that’s coming up. If what you need is broader than that, one of these services might be a better fit.

You don’t need to work through the services in order. Choose the support that fits what’s happening now.

£95/60 minutes

Initial Educational Consultation

If you need help making sense of the wider situation.

If there isn’t one particular meeting driving things and you want time to talk through what’s happening, bring different concerns together and work out some practical next steps, this is likely to be the better fit.

Learn more ->

£140/90 minutes

Attendance and School Anxiety Consultation

If you’re concerned about your child getting into school, or staying there.

If attendance, anxiety or your child’s ability to manage school is at the heart of what’s happening, this gives us more focused time to understand the barriers and think about practical ways forward.

Learn more ->

£175/2 hours

Educational Planning Session

If you need a plan, not just a conversation.

More time to bring the different pieces together, decide what matters most and turn your concerns into a clear, practical plan for moving forward.

Learn more ->

READY WHEN YOU ARE

Ready to feel prepared for your meeting?

You don’t need to walk into an important meeting with everything still going round in your head. Bring the paperwork, the questions and the things you’ve been worrying about, and we’ll use the hour to get you organised.

You’ll leave knowing what matters most, what you want to ask and what you want to make sure is discussed.

Book Meeting Preparation
Ask Me a Question

Meeting coming up soon? Ideally, book at least three working days beforehand so there’s time for us to meet and for me to send your preparation summary.

KNOWLEDGE. INCLUSION. IMPACT.