📄 Free Printable Planners

A4 planners, checklists and templates built for SEND parents. Print, stick on the fridge, fill in over time. No registration. No email. Just click "Print this" on each one.

📅

EHCP Year Planner

A monthly planning sheet plus a separate reminder of the usual EHC process deadlines in England. Add your dates and notes. Two A4 portrait pages.

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📔

DLA Diary Template

Optional daily care diary for a child DLA claim in England or Wales. Record actual help, timing and variation; choose how many days are useful.

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✅

Tribunal Bundle Checklist

An England SEND appeal preparation checklist. Choose the form for your type of decision and follow your own case directions. A4 portrait.

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🧾

SEN Support Meeting Checklist

Prompts for a school meeting in England: your child’s views, support, responsibilities and the next review. A4 portrait.

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💡 How to print:

Scroll to the planner you want → click the "🖨️ Print this planner" button → your browser's print dialog opens → select "Save as PDF" to keep a digital copy, or print directly to paper. Each planner is designed for A4 portrait.

📅 EHCP Year Planner

EHCP Year Planner

Education, health and care (EHC) plans in England · Academic Year 2026-27 · sendpath.uk

Add the dates from your school, EHC plan and decision letters. These are planning prompts, not a school calendar or a timetable for every case. Annual reviews can fall in any month.

Month	Planning prompts — add your dates	Your notes
September	Check the new timetable, agreed support and contact person. Discuss your child's goals for the year.
October	Add your school's half-term dates. Check holiday support, access arrangements, costs and availability.
November	Review how agreed support is working and follow up outstanding actions.
December	Plan for changes in routine and support over the winter break.
January	Check any application or transfer deadlines relevant to your child; ordinary admissions and EHCP routes differ.
February	Review any upcoming placement decision and confirm the applicable timetable in writing.
March	Check the date of your next annual review and prepare questions. Do not wait for a particular month to raise concerns.
April	Check current official benefit rates and your award letters. Record any changes relevant to your family.
May	Confirm agreed assessment or exam arrangements before the relevant dates, if applicable.
June	Plan transitions to a new class or setting and agree how support information will be shared.
July	Confirm summer support and any arrangements still needed for September.
August	Prepare for September routines, equipment and agreed support; check your school's actual return date.

Normal statutory deadlines to remember year-round: These are the usual initial assessment timetable, not every reassessment or appeal timetable. Limited exceptions apply under Regulation 5, Regulation 10 and Regulation 13.

6 weeks from the local authority receiving the assessment request — usual deadline to notify its decision whether to assess
16 weeks from receipt of the request — usual deadline to notify a refusal to issue a plan after assessment; this is not a fixed draft-plan deadline
20 weeks from receipt of the request — usual final-plan deadline if a plan is to be issued, subject to the statutory exceptions
At least 15 days, beginning with the day the draft plan was served — to make representations, request an institution and request a meeting with an authority officer
Within 12 months — first review from the plan being made; subsequent reviews from the previous review: section 44
Appeal deadline — usually 2 months from the date of the decision letter, or 1 month from the mediation certificate where applicable, whichever is later. Check the decision and official appeal guidance; get advice promptly if late.

📔 DLA Diary Template (Printable)

Prefer to log by hand? This is a printable version of our digital DLA Diary tool. Use as many sheets as help you describe a representative period, including variation. DWP says a diary is optional and does not have to be sent with your claim. Do not delay returning the claim form to complete a diary.

DLA Care Diary — Day ____

Child’s initials or name: __________________________ · Date: _________________ · England / Wales child DLA

🌙 Night care (waking, settling, wandering)

🧼 Personal care (washing, dressing, toileting, eating)

👀 Supervision needs (danger awareness, road safety, climbing)

💥 Behaviour / regulation (meltdowns, sensory overload, refusal)

🏃 Mobility outdoors (walking, transitions, refusal, safety)

🥘 Eating / feeding (restrictive, choking risk, prompting)

🗣️ Communication (non-verbal, needing interpretation, prompting)

Record what actually happened: Include help needed and given, times, duration and how needs varied on easier and harder days. Do not present the worst day as every day. Explain extra care compared with a child of the same age without a disability. Keeping or sending a diary is optional: see DWP’s child DLA notes, “Daily diary”, page 27. Keep completed sheets and saved PDFs private.

✅ SEND Tribunal Bundle Checklist

SEND Tribunal Bundle Checklist

Preparation prompts for SEND appeals in England · sendpath.uk

Use only the sections relevant to your appeal. This is not an official bundle specification: follow the Tribunal’s directions about evidence, deadlines, sharing and who prepares the hearing bundle. You do not need to buy private reports to use this checklist.

📂 Section 1: Your appeal documents

Check the current official appeal routes. Refusal to assess uses SEND35A; other EHC appeals normally use SEND35, with an online route for eligible cases. Custody cases have separate forms.
Mediation certificate if required (a placement-only Section I appeal is exempt)
The complete, dated EHC plan if there is one relevant to the decision (there will not be one for every refusal-to-assess appeal)
The local authority’s decision letter and its date
Your Working Document if the Tribunal's directions require one

📝 Section 2: Parent statement

Your written case summary: which decision or parts of the plan you dispute, why, and the evidence supporting your position
Check the legal test for your type of appeal; the assessment test differs from the test for issuing a plan
Working document references if your case uses one
Requested remedies (exactly what you want changed)

🧾 Section 3: Professional evidence

Relevant existing school records, support plans and assess–plan–do–review evidence
Relevant existing educational psychology, speech and language therapy, occupational therapy or other reports, if available
Identify which needs or provision each document supports, its date and any gaps that need advice
Ask whether further evidence is needed for the disputed issue; not every appeal needs each kind of report or a diagnosis

📊 Section 4: Your own evidence

Factual observations relevant to the educational issues in dispute; include strengths, needs, support and variation
School behaviour logs / incident reports
School attendance data
Share only relevant information. Do not record distress or include sensitive images as routine evidence; ask the Tribunal about permission and secure handling if a recording is genuinely relevant.
Sample of child's work (if relevant to ability/needs)

🏫 Section 5: Placement evidence (if appealing school name)

Information about your preferred setting’s suitability and any relevant consultation response or offer
Evidence about the setting proposed by the local authority and the needs in dispute
Relevant costs and transport information if these are disputed
Advice about the legal test for the type of institution requested; an application or offer does not automatically decide the appeal

📅 Section 6: Practical checklist

Check the directions for how to label and organise your evidence
Check who must prepare the hearing bundle and check its contents when received
Submitted by the date and method in your case-management directions (there is no universal 5-week evidence deadline)
Copy to LA and anyone else in proceedings
A copy you can access during the hearing, in the format you need

Find the right test and free help:

Section 36(8): whether the child or young person has or may have SEN and it may be necessary for provision to be made through an EHC plan.
Section 37(1): after assessment, whether provision through a plan is necessary.
For plan wording, placement or other decisions, use the relevant HMCTS guidance and seek advice about your circumstances.
Free help: Information Advice and Support Kent and IPSEA. Appointment availability and service eligibility vary.

🧾 SEN Support Meeting Checklist

SEN Support Review Meeting

Assess / Plan / Do / Review (APDR) · SEN Support in England · sendpath.uk

📋 Before the meeting — what to bring

Your child’s views, strengths and goals, in a form that works for them
Your factual observations, concerns and relevant dates
Copies of previous SEN Support plans or IEPs
Relevant professional reports you already have; a diagnosis or private report is not a prerequisite for SEN Support
Home observations and what works / what doesn't
Sample of child's current school work
Your written "what I want from this meeting" notes

❓ Questions to ask the SENCO

What support is currently in place? How often, how long?
What assessment has been done so far? What's the next one?
Who delivers the support? What are their qualifications?
What outcomes are we working towards? How are they measured?
When will we review progress? What does "progress" look like?
What external support have you requested (EP, SALT, OT)?
Is my child on the waiting list for any assessments? For how long?
If this isn't enough, when do we move to EHCP request?

✍️ What to ensure is written down

Specific targets / outcomes being worked on
What support is being provided (name, frequency, duration)
Who is responsible for each action
An agreed review date, recorded with the planned support
Any new assessments being requested
Parent concerns recorded as stated

💬 When to discuss further assessment or advice

Support is not meeting identified needs; there is no fixed two-term waiting requirement before requesting an EHC needs assessment
Multiple professionals have been involved (EP, SALT, OT) without coordination
The support needed may require an EHC plan, whether your child attends mainstream or another setting
Child is being excluded or at risk of exclusion
School says they can't provide what's needed from their budget
Child's attendance is dropping due to unmet needs

Considering an EHC needs assessment? A parent, young person above compulsory school age, or someone acting for a school or post-16 institution can request one under section 36. The assessment test is whether the child or young person has or may have SEN and it may be necessary for provision to be made through a plan. These concerns do not guarantee a plan. Ask IASK for free information and advice; our letter generator helps organise your own reasons.