6 Steps to Getting Started with EHC Needs Assessments

Navigating the process of obtaining an Education, Health, and Care (EHC) plan for a child or young person with special educational needs can be overwhelming. Understanding each step in the EHC needs assessment process can help families, educators, and caregivers make informed decisions. This guide will walk you through the essential steps of the EHC needs assessment process, providing clarity and direction along the way.

Did you know that nearly 434,000 children in England have an EHC plan, with numbers rising yearly? For parents, educators, and caregivers, navigating the EHC assessment process can feel daunting, but it is a critical step in ensuring children with special educational needs (SEN) receive the tailored support they need.

Percentage of SEN pupils with and without an EHC plan.

An EHC needs assessment is a legal process that determines whether a child or young person requires special educational provision through an Education, Health, and Care Plan (EHCP). This guide will provide a clear, step-by-step overview of the process to help you get started.

Step 1: Understanding What an EHC Needs Assessment Is

An EHC needs assessment evaluates a child's educational, health, and social care needs to determine whether they require additional support beyond what is available through standard school resources. It is the first step toward obtaining an EHC plan, which legally entitles a child to the specific support they need to succeed in school and beyond.

Who can request an assessment?

  • A child's parent or legal guardian

  • The young person (if over 16 and under 25)

  • A representative from the school or post-16 institution

Step 2: Making the Request (Triggering the Process)

Once you recognise that a child may need more support, the first step is submitting a formal request for an EHC needs assessment to your Local Authority (LA). Parents, schools, or young people can initiate this request by writing to the LA. Upon receiving the request, the LA has up to six weeks to decide whether to carry out the assessment.

Key Tip: Include as much supporting evidence as possible in your request, such as medical reports, educational assessments, or teacher reports that demonstrate the child's need for specialised support.

Step 3: The Legal Test for EHC Needs Assessments

The Children and Families Act 2014 sets out the legal framework for EHC needs assessments. The LA must consider:

  1. Does the child or young person have special educational needs? The answer is yes, if the child or young person has a learning difficulty or disability that makes it significantly harder for them to learn than their peers or if they need special educational provisions to help them access education.

  2. Is it necessary for special educational provision to be made via an EHC plan? The answer is yes, if the child's special educational needs cannot be met through the standard resources available in their school or educational setting and they require additional support that an EHC plan can provide.

If the answer to both is "yes," the LA must carry out the assessment. It is essential to note that the assessment process is legally driven and bound by timelines to ensure the child's needs are met efficiently.

Step 4: The Assessment Process

Once the LA agrees to conduct an assessment, various professionals will be involved, including:

  • Educational psychologists

  • Medical professionals

  • Social care services

  • Teachers and school staff

The assessment gathers information about the child’s strengths, needs, and the support required to help them thrive in their education. This multidisciplinary approach ensures that the EHC plan is holistic, considering both educational and health care needs.

Timeline: The assessment process itself should be completed within 14 weeks

Step 5: Outcomes of the EHC Needs Assessment

At the end of the assessment, the LA will decide whether an EHC plan is necessary. If approved, a draft plan will be issued, and parents or young people can comment on it. If the LA decides not to issue an EHC plan, they must provide detailed reasons and inform the parent or young person of their right to appeal the decision​(Module 3 - EHC needs as…).

Key Tip: Make sure to engage with the draft plan by providing feedback and requesting amendments if necessary. You can also request that specific schools or colleges be named in the plan, ensuring the child receives the most suitable educational placement. You have 15 calendar days to respond, before the plan is finalised.

Step 6: Issuing the Final EHC Plan

Once feedback has been reviewed and any necessary changes made, the LA must issue a finalised EHC plan within 20 weeks of the initial request. The plan will specify the child’s needs, the outcomes they should achieve, and the provision required to meet those needs.

EHC needs assessment request steps.

An EHC plan is legally binding, meaning the school or institution named in the plan must provide the agreed-upon support. This ensures accountability and helps secure the best outcomes for the child or young person.

Research consistently shows that early identification and intervention for children with special educational needs lead to significantly better outcomes. According to the Department for Education, children with EHC plans are more likely to receive the right support at the right time, improving academic achievement and social inclusion.

Additionally, schools that adopt data-driven approaches and personalised learning plans, such as those provided by SAILs, see improved student engagement and outcomes. These tools offer personalised assessments and interventions, allowing for a tailored approach to each student's unique needs​.

At SAILs, we believe that every child deserves the opportunity to reach their full potential. Our advanced tools enable schools, local authorities, and families to navigate the EHC process with ease, ensuring that no child is left without the support they need. We provide a seamless way to manage and monitor a student's progress by offering real-time assessments and tailored educational plans.

Our solutions are specifically designed to help families and professionals simplify the EHC needs assessment process, providing clear insights and actionable steps from assessment to implementation.

Some families may need help with the complexities and costs involved in the EHC process. At SAILs, we offer affordable, scalable solutions to make this process as smooth as possible. Our freemium model allows schools and families to access essential tools at no cost, with the option to upgrade to more advanced features. We also support the process, ensuring all stakeholders feel confident in their decisions.

Ready to start with an EHC needs assessment for your child or student? Contact SAILs today to learn how our AI-driven tools can simplify the process and ensure every child receives the support they need. Visit www.sails-op.com to explore our solutions or schedule a demo to see how we can help.

Understanding the EHC needs assessment process is the first step in securing vital support for children and young people with special educational needs. By following these steps and utilising the right tools, families, schools, and local authorities can work together to create a tailored, practical plan that ensures success for every child.

At SAILs, we are committed to making this journey as straightforward as possible, providing the resources and tools needed to empower every child to achieve their potential. Visit us at www.sails-op.com to learn more and get started today.

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Who’s Responsible for SEND support? LAs, Schools & Colleges