EDUCATIONAL PLANNING SESSION

When you need to turn what’s happening into a plan.

Sometimes talking things through isn’t quite enough. You might already have a good idea of what’s going on for your child, but be struggling to bring everything together and work out what should happen next.

This two-hour session gives us the time to look at the situation in depth, decide what matters most and build a practical educational plan around your child’s strengths, needs and current circumstances.

The aim is to leave you with something you can actually use.

£175

Price

2 HOURS

Duration

ONLINE

Delivery

Book an Educational Planning Session

Two focused hours to bring the different pieces together and turn them into a clear way forward.

This might be useful if…

  • You understand the concerns, but aren’t sure what should happen next.
  • There are several things affecting your child’s experience of school and you need to bring them together.
  • Support has been tried, but it feels piecemeal or lacks a clear direction.
  • You’ve got information from school or other professionals but need help turning it into something practical.
  • There are lots of possible next steps and you’re struggling to decide what matters most.
  • You want a clear plan that reflects your child, rather than a generic list of strategies.

This isn’t about producing a long list of things everyone “should” be doing. We’ll decide what matters most and make the plan realistic enough to use.

WHEN THIS CAN HELP

Knowing what’s wrong and knowing what to do next aren’t always the same thing.

You might already know quite a lot about what’s happening for your child. There may have been meetings, support plans, assessments, conversations with school or advice from other professionals. The difficult bit can be working out what to do with all of that information.

That’s where this session is different. We’re not just trying to understand the situation- we’re using what we know to build a way forward.

You might be thinking…

  • “We’ve talked about this so many times, but nothing seems to join up.”
  • “There are lots of things we could try. I don’t know which ones actually matter.”
  • “We’ve got reports and recommendations, but what do we actually do with them?”
  • “School is doing things, but I’m not sure there’s a clear plan behind it.”
  • “I know what my child finds difficult. I need help working out what could make things better.”
  • “Everyone seems to have a different idea about what should happen next.”

Or perhaps…

  • Support has grown over time but feels like a collection of separate strategies rather than one joined-up approach.
  • Your child’s needs have changed and the existing plan no longer feels quite right.
  • You’ve received useful recommendations from different professionals but need help bringing them together.
  • There are several priorities competing for attention and you’re not sure where to start.
  • A transition or change is coming and you want to think ahead rather than wait for difficulties to arise.
  • You want something clear that you can use when talking with school about what might help.

You don’t need to arrive with everything neatly organised.

Bring what you know about your child, what you’ve noticed and the information you already have. Part of my job is to help sort through it, decide what’s most useful and bring the important pieces together.

If you’re still at the stage of trying to understand what’s happening, the Initial Educational Consultation may be a better starting point.

WHAT THIS SERVICE IS

What do I mean by an educational plan?

Put simply, it’s a way of taking everything we know about your child’s current situation and turning it into something clear, focused and useful.

We’ll look at your child’s strengths, the things they’re finding difficult, what’s already helping, what’s been tried and any useful information you already have from school or other professionals. From there, we’ll decide what the priorities are and what might realistically help.

The result isn’t a huge list of strategies. It’s a plan built around your child as they are now– what matters most, what you’re trying to achieve and the practical things that could help move things forward.

The point is to turn “there’s a lot going on” into “these are the things we’re going to focus on next.”

THE PLAN WE BUILD

Clear enough to use. Flexible enough to change.

  • What’s working
  • The strengths, successes and existing support we don’t want to lose sight of.
  • What’s getting in the way
  • The main barriers affecting learning, participation, wellbeing or your child’s experience of school.
  • What matters most now
  • A small number of priorities, rather than trying to tackle everything at once.
  • What could help
  • Practical strategies, adjustments, questions, conversations or further exploration that make sense for your child’s situation.
  • What happens next
  • Clear next steps, including who you may need to speak to and what might need reviewing later.

What if my child already has a formal plan?

That’s absolutely fine. This session isn’t about replacing something that’s already working. We can use an existing school plan, professional recommendations or other useful information as part of the picture and think about how it all fits together.

This meeting isn’t to write an EHCP, IEP or school SEN Support Plan. Together we write an independent educational planning document for you. You can use it to organise your thinking, keep track of priorities and support conversations with school or other professionals. Your child’s school remains responsible for its own plans, provision and decisions.

If the issue is specifically that you have an EHCP Annual Review or SEND review meeting coming up, the separate Review Meeting Preparation service is likely to be the better fit.

WHAT WE CAN PLAN AROUND

The plan starts with your child, not a template.

There isn’t a standard SRO plan that I fill in for every child. What we focus on will depend on your child, what’s happening now and what would make the biggest difference.

We might work across several areas, or decide that one or two things need our attention first.

LEARNING & ACCESS

Making learning work better

We can look at the parts of learning or the school day your child is finding difficult and think about what could make them more accessible.

  • Strengths and areas of difficulty
  • Barriers to learning
  • Reasonable adjustments
  • Teaching approaches or adaptations
  • Support with organisation and independence
  • Things that are already working and should continue

SEND SUPPORT & PROVISION

Bringing support together

If different strategies, interventions or recommendations have accumulated over time, we can look at how they fit together and which ones are actually important now.

  • Existing SEND support
  • Current provision and interventions
  • Recommendations from other professionals
  • What has and hasn’t helped
  • Gaps or questions worth exploring
  • Priorities to discuss with school

WELLBEING & PARTICIPATION

Helping your child take part

A useful educational plan isn’t only about lessons. We can think about the things that affect whether your child feels able to be in school, take part and get through the day.

  • School anxiety or overwhelm
  • Attendance difficulties
  • Sensory or environmental barriers
  • Friendships and relationships
  • Transitions during the school day
  • Regulation, breaks and opportunities to reset

CHANGE AND NEXT STEPS

Thinking ahead

Sometimes planning is less about fixing something now and more about making sure everyone is ready for what’s coming next.

  • Moving class or changing teacher
  • Transition between schools
  • Returning after a period of absence
  • Changes in your child’s needs
  • New assessments or professional advice
  • What should be reviewed, and when

We won’t try to squeeze every possible strategy into the plan. A shorter plan with clear priorities is much more useful than five pages of ideas nobody knows where to start with. We’ll focus on the things that seem most important for your child now and make it clear what needs to happen next.

The plan is based on the information available to us and my educational perspective. It doesn’t replace assessment by an appropriate professional or the plans and provision your child’s school is responsible for.

WHAT TO EXPECT

From information to a plan.

A useful plan needs a bit of groundwork. I’ll ask you for some information before we meet so that we don’t spend the first part of the session starting from scratch.

We’ll use the two hours to make sense of what we know, decide what matters most and build the plan together.

Before we meet

When you book, I’ll ask you to tell me about your child, what’s happening at the moment, what’s already been tried and what you’d most like the planning session to help with.

You can also send me the documents that are most relevant to the situation- perhaps a current school support plan, recent professional report, school information or recommendations you’re trying to make sense of.

I’ll read the relevant information before we meet so that we can use our time for planning rather than simply going through paperwork together.

This includes a reasonable review of the key documents needed for the planning session, rather than an unlimited document review. If you have a particularly large bundle of paperwork, I’ll let you know beforehand what will be most useful to send.

2

During the two hours

We’ll start by bringing together what you know about your child and the information I’ve reviewed beforehand. We’ll identify what’s working, where the main barriers seem to be and which things need our attention first.

From there, we’ll build the plan. We’ll think about realistic priorities, what could help, questions or conversations that need to happen and how you’ll know whether things are moving in the right direction.

You’ll be involved in the planning throughout. I won’t disappear after the call and produce something you’ve had no part in shaping.

3

After we meet

After the session, I’ll bring our work together into your personalised written educational plan and send it to you electronically.

It will capture the priorities we’ve identified, the things that could help, the next steps we’ve agreed and anything that needs to be explored or reviewed further.

You’ll have a clear document to come back to and use in future conversations about your child’s education.

This is a practical SRO Education planning document rather than a formal assessment report, EHCP, IEP or school SEN Support Plan.

What’s included in the £175?

  • Pre-session information gathering
  • Review of the key relevant information you provide
  • Two-hour online planning session
  • Time to explore the bigger educational picture
  • Identification of strengths and key barriers
  • Clear, realistic priorities
  • Practical strategies, adjustments and next steps
  • Your personalised written educational plan
  • Relevant resources or signposting where useful

£175 covers the preparation, two-hour session and personalised educational plan described above. There are no additional charges unless you choose to book further support.

I will send your completed plan within five working days of our session.

WHAT YOU’LL LEAVE WITH

A plan that’s meant to be used.

I don’t want to give you a document that looks impressive but ends up sitting unopened in a folder. The plan needs to be useful in real life.

It should help you keep sight of what matters, know what you’re working towards and make the next conversation about your child’s education a little easier to navigate.

THE BIGGER PICTURE

What we know now

The first part of the plan brings together the important information about your child and their current educational situation. Not every detail- just the things that help us understand the picture.

  • Your child’s strengths and what they enjoy
  • The things they’re currently finding difficult
  • What’s working well
  • The main barriers we’ve identified
  • Support or approaches already being used
  • Relevant information from school or other professionals
  • The plan starts with your child, not with what’s “wrong”.

THE WAY FORWARD

What happens next

The second part turns that understanding into something practical. We’ll be clear about what needs attention now and what can wait.

  • A small number of clear priorities
  • What you’re hoping will improve or change
  • Strategies or adjustments worth exploring
  • Questions or conversations to have with school
  • Any further information or assessment that might be useful
  • Who might need to be involved
  • What should be reviewed later
  • You’ll be able to see the journey from “this is what’s happening” to “this is what we’re doing next”.

What can I actually do with the plan?

First and foremost, it’s yours. You can use it to keep track of the things you’ve decided are important and come back to it when there’s a lot going on.

You might also choose to use it when preparing for a conversation with school, share relevant parts with somebody working with your child, or use it to help you notice what’s changing over time.

  • Use it to organise your own thinking
  • Take it into conversations with school
  • Keep track of agreed priorities
  • Record questions you still need answered
  • Come back to it when circumstances change
  • Use it as a starting point for future planning

You’re welcome to share the plan with school, but it isn’t a plan I’m imposing on them.

Your child’s school will make its own decisions about provision, support and formal school planning. The SRO plan can help you have a clearer, better-informed conversation about those things.

Finally, the plan isn’t set in stone. Children change, circumstances change and sometimes something we thought would help doesn’t. A useful plan should be something you can come back to, review and adapt as you learn more.

SCHOOL-SIDE EXPERIENCE

I’ve written plans — and I’ve had to make them work.

I’ve spent 15 years working in schools as a teacher, SENDCO and senior leader. That means I’ve not only been involved in writing and reviewing plans- I’ve also had to think about what they actually look like in a classroom, whether they’re making a difference and what needs to change when they’re not.

I’ve worked with families, teachers, support staff and other professionals to bring different perspectives together around a child. I know how easy it is for recommendations to accumulate, priorities to become blurred and a plan to become something that’s reviewed because a date in the calendar says it should be.

For me, a useful plan has to make sense beyond the piece of paper it’s written on.

WHAT THAT MEANS FOR YOUR PLAN

Practical thinking, grounded in school life.

Priorities that are actually priorities

If everything is a priority, nothing really is. I’ll help you identify the things that matter most now rather than filling the plan with every possible concern.

Strategies with a purpose

We won’t add ideas because they sound good. We’ll be clear about what we’re trying to achieve and why a particular approach might help.

The different pieces joined together

Where you have information from school, assessments or other professionals, I’ll help you think about how the useful parts fit into the wider educational picture.

Something you can talk about with school

We’ll keep the plan clear enough that you can use it to support a constructive conversation rather than arriving with a document nobody knows what to do with.

A FEW THINGS WORTH KNOWING

Before you book.

If you’re thinking about booking, you might still have a few questions about how the consultation works. I’ve answered the ones I’d most want to know before paying for a session.

No. The personalised educational plan we create is an independent SRO Education document for you. It doesn’t replace an EHCP or any plan your child’s school or local authority is responsible for.

Its purpose is much more practical: to bring together what we know, identify the things that matter most and give you a clear way forward.

No. Your child doesn’t need a diagnosis, an EHCP or to be on the SEND register.

Educational planning can be useful whenever there’s enough going on that it would help to bring the different pieces together and decide what to focus on next.

When you book, I’ll explain what information would be useful. This might include a current school support plan, a recent professional report, school information or recommendations you’ve already received.

Send the things that are most relevant rather than everything you have. If I’m not sure what’s useful, I’ll ask.

The £175 includes a reasonable review of the key information needed for our planning session. It isn’t an unlimited document-review service.

If you have a particularly large amount of paperwork, let me know. I can help you decide what’s most useful for this session, and I’ll tell you beforehand if what you’re asking for would need a different service.

I can use relevant information from an EHCP to help us understand the wider educational picture, but a detailed review of the EHCP itself isn’t the purpose of this service.

If you want focused help reviewing an EHCP or preparing for an Annual Review, my EHCP & SEND Review Meeting Preparation service is likely to be a better fit.

Absolutely. The plan belongs to you, and you’re welcome to share it with school or another professional working with your child if you think it would be useful.

It doesn’t instruct the school what it must provide, but it can give you a clear starting point for a conversation about your child’s strengths, needs, priorities and what might help.

Not as part of the Educational Planning Session. This service is between you and me, and I won’t contact your child’s school simply because you’ve booked.

We can, however, use the session to think about what you’d like to discuss with school and how you might approach that conversation.

I’ll normally send your completed personalised educational plan within five working days of our session.

I want it to properly reflect what we’ve discussed, so I’ll use the work we’ve done together to bring everything into a clear, usable document rather than sending you a generic template.

That’s normal. A useful educational plan shouldn’t be treated as something that’s fixed forever.

You can come back to it, update your priorities and adapt what you’re doing as your child develops or circumstances change. If something significant changes and you’d like further input from me, we can talk about whether another session would actually be useful.

If the information you send beforehand makes it clear that another SRO Education service would be a much better fit, I’ll tell you before we meet rather than knowingly use your time on the wrong thing.

And if I think free support or another professional would be more appropriate, I’ll tell you that too.

OTHER WAYS I CAN HELP

Not sure this is quite what you need?

An Educational Planning Session is for when you broadly understand what’s happening and want help turning that understanding into a clear way forward. If you’re at a different point, one of these might fit better.

You don’t need to work through the services in order. Start with the support that matches what you need now.

£95/60 minutes

Initial Educational Consultation

If you need help making sense of what’s happening.

If there are several things going on, you’re still trying to understand the bigger picture or you’re unsure what the main priorities are, start with an Initial Educational Consultation.

Learn more ->

£95/60 minutes

EHCP & SEND Review Meeting Preparation

If you’ve got an important review or meeting coming up.

Focused preparation for an EHCP Annual Review, SEND Support Review or another important meeting, so you know what you want to raise and the questions you want to ask.

Learn more ->

From £260/Tailored package

Family Partnership Package

If you need support along the way and more than one session.

If your child’s situation is developing over time and you’d value continuity rather than starting again each time something changes, the Family Partnership Package offers ongoing support across a longer period.

Learn more ->

READY WHEN YOU ARE

Ready to turn what you know into a plan?

If you’ve got lots of information, ideas or concerns but no clear way of bringing them together, that’s what this session is for. We’ll work out what matters most and build a plan around your child and what they need now.

The support will be shaped around your child, your family and the things that matter most to you.

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KNOWLEDGE. INCLUSION. IMPACT.