The Annual Review Checklist (Downloadable PDF)
A parent-friendly checklist to take into Annual Review meetings so you can confidently check the plan is still fit for purpose, up to date, and actually working in real life (not just on paper).
What it helps parents do:
- Walk in knowing what should be covered (and what often gets missed)
- Ask the right questions about progress, provision, outcomes and support
- Spot gaps between what’s written and what’s happening day-to-day
- Leave with clear next steps, deadlines, and accountability
Take this into your child’s Annual Review meeting to check the plan is still “fit for purpose”.
Use it to guide the conversation, record answers, and leave with clear next steps.
Child’s name: ___________________________
School/Setting: _________________________
Date of meeting: ________________________
Attending: ______________________________
Before the meeting (prep)
☐ I’ve read the current plan (including outcomes + provision)
☐ I’ve listed what’s working and what isn’t (at home + school)
☐ I’ve brought evidence (reports, emails, logs, examples of work, notes)
☐ I’ve written down my top 3 priorities for this review:
Progress + outcomes
☐ Are outcomes still relevant to my child’s needs right now?
☐ Are outcomes specific and measurable (not vague)?
☐ What progress has been made — and what evidence supports that?
☐ What outcomes are not being met — and why?
☐ Do any outcomes need updating, replacing, or adding?
Notes:
Provision (support actually being delivered)
☐ What support is currently in place (daily/weekly)?
☐ Is it specific and quantified (how often, how long, who delivers it)?
☐ Has any provision been missed or reduced? (If yes: why?)
☐ Does staff have the right training/knowledge to deliver it?
☐ Is support happening consistently across lessons/times of day?
Notes:
Needs + changes
☐ Have my child’s needs changed since the last review?
☐ Are there any new concerns (attendance, anxiety, behaviour, sensory, fatigue)?
☐ Do we need updated assessments (e.g., EP, SALT, OT, medical)?
☐ Are recommendations from professionals being followed in practice?
Notes:
Placement + “fit for purpose” check
☐ Is the placement meeting need (academically, socially, emotionally, sensory)?
☐ Are reasonable adjustments in place and working?
☐ What’s the plan if things are not working?
☐ Are staff clear on triggers, support strategies, and what helps?
Notes:
Health / therapy / wider support
☐ Is therapy input up to date and included in the plan (where needed)?
☐ Is advice from SALT/OT/CAMHS/paediatrics reflected in daily support?
☐ Are there clear targets and responsibilities for therapy programmes?
Notes:
Parent + child voice
☐ Has my child’s view been captured meaningfully (in a way that suits them)?
☐ Are my views recorded accurately?
☐ Have disagreements been noted clearly (if needed)?
Notes:
Actions + next steps (leave with clarity)
☐ What will be changed/updated after this meeting?
☐ Who is responsible for each action?
☐ What are the deadlines?
☐ When will I receive the updated paperwork?
☐ When is the next review/check-in?
Action list:
- _______________________ Owner: __________ Due: __________
- _______________________ Owner: __________ Due: __________
- _______________________ Owner: __________ Due: __________
My follow-up checklist
☐ I’ve asked for a copy of the notes/minutes
☐ I know when the updated plan will be issued
☐ I’ve confirmed who to contact if support isn’t happening
☐ I’ve written down what was agreed (and by whom)
