EHCP Working Document Helper: Preparing for Your Review | EHCP Clarity
Annual Review Guide

EHCP Working Document: What to Check and How to Respond

After an annual review, the LA may share an EHCP working document — a draft showing proposed changes to your child's plan. This document is your opportunity to shape the final EHCP before it is issued. This guide explains how to review every section, what to look for, and how to make representations that actually influence the outcome.

Quick answer

When you receive an EHCP working document, compare it word for word to the current EHCP — focusing on Section B (needs) and Section F (provision). You have at least 15 days to make representations. Push back on any vague wording in Section F — it weakens enforceability. If the final EHCP is still wrong, you have 2 months from the final plan date to appeal to the SEND Tribunal.

What the working document is

Following an annual review of an EHCP, the local authority must decide whether to maintain, amend, or cease the EHCP. If it proposes to amend, it must notify the parent and provide the proposed amended EHCP — often called a 'working document' or 'proposed amendments'. Parents then have at least 15 days to make representations before the final plan is issued.

This stage is often overlooked — parents receive a document that looks almost identical to the current EHCP and assume it is fine. In reality, subtle changes in Section F wording can significantly affect what the LA is obliged to deliver. Every word matters.

What to check in each section

Section A — Child's views

Ensure your child's views are accurately recorded. If the annual review included a child's voice document, check it matches.

Section B — SEN description

Every need should be described specifically. Check for removed needs, watered-down descriptions, or needs that are now described in more general terms. Each need in Section B should link to provision in Section F.

Section F — Special educational provision

The most critical section. Every provision must be specific, quantified, and attributable. Check for: removed provision; reduced hours/frequency; added caveats ('as appropriate', 'where possible'); changes in who delivers the provision; and any provision moved from Section F to health or social care.

Section I — School or placement

Check whether the named school has changed. If it has, or if a school has been removed without replacement, this is an urgent issue.

Health and social care sections

Check whether any provision has been moved from SEN (Section F) to health (Section G) or social care (Section H). Provision in Section F is legally enforceable; provision in other sections carries different obligations.

How to review and respond to an EHCP working document

  1. 1

    Request the working document promptly

    If the annual review has taken place and you have not received a working document or notice of proposed amendments within 4 weeks of the review meeting, contact the LA in writing and ask when it will be provided. The Regulations require the LA to notify parents of proposed amendments without delay.

  2. 2

    Compare the working document to the current EHCP word by word

    Sit down with both documents and go through each section side by side. Highlight every difference — every added word, every deleted phrase, every section that has been rewritten. Do not rely on the LA's summary of changes — do the comparison yourself.

  3. 3

    Assess whether each change is acceptable

    For each difference, decide: (a) does this accurately reflect my child's needs; (b) does this maintain the provision necessary; (c) is the wording specific enough to be enforceable? Flag any change that reduces specificity, removes provision, or adds unhelpful caveats like 'as required' or 'where appropriate'.

  4. 4

    Check Section F for vague wording

    Every provision in Section F should specify what, how often, how long, by whom, and in what setting. If the working document has introduced vague wording, push back. Vague Section F wording weakens the enforceability of the EHCP after it is finalised.

  5. 5

    Draft and submit your representations

    Write a structured letter to the LA addressing each point. For each objection, state what you want the wording to say and why. Reference professional reports and meeting notes. Submit before the 15-day deadline and keep a copy.

  6. 6

    Review the final EHCP when issued

    When the final EHCP is issued, compare it to your representations and to the working document. If it still does not reflect your child's needs, note the date of the final plan — this is day one of your 2-month Tribunal appeal deadline.

Working document review checklist

  • You have both documents open: working document and current EHCP
  • You have gone through every section and highlighted every change
  • You have assessed whether each change in Section B is accurate and complete
  • You have checked Section F for vague wording, removed provision, or reduced specificity
  • You have checked Section I for any change to the named school
  • You have noted which changes you accept and which you object to
  • You have drafted representations addressing each objection with evidence
  • You have submitted before the 15-day deadline and kept a copy

Common working document mistakes

  • Not comparing the working document to the current EHCP word for word — relying on the LA's summary of changes
  • Accepting vague Section F wording that will be impossible to enforce later
  • Missing the 15-day representations deadline — respond immediately
  • Not objecting to provision moved from Section F to Section G or H — this changes your enforcement rights
  • Assuming verbal agreements from the annual review meeting will appear in the working document — always check

Section F wording: vague vs specific — real examples

The difference between enforceable and unenforceable provision usually comes down to the specificity of Section F wording. The following examples show the contrast between language that can be enforced and language that cannot.

Vague:Speech and language therapy support will be provided as appropriate.

Specific:30 minutes of individual speech and language therapy per week delivered by a qualified speech and language therapist, focused on functional communication goals set out in [Therapist]'s report dated [date].

The vague version gives the LA total discretion over what, how much, and by whom. The specific version is measurable and assignable.

Vague:Occupational therapy advice to be sought as required.

Specific:2 x 30-minute OT sessions per term delivered by a qualified occupational therapist, plus written termly update to parents.

Advice 'as required' could mean one letter per year. Specific OT sessions can be monitored and enforced.

Vague:1:1 support to be provided as needed.

Specific:25 hours per week of 1:1 support from a suitably trained teaching assistant, including morning transition, lunch, and all core curriculum sessions.

'As needed' is determined by the school. The specific version defines the hours and context, leaving no ambiguity.

Why Section B wording matters for your appeal

Section B describes your child's needs — and it drives everything else. The needs described in Section B must logically connect to the provision specified in Section F. If the LA weakens Section B in a working document, the effect is to reduce the provision they are required to provide in Section F.

Look specifically for:

  • Removal of specific diagnoses or assessment findings from Section B
  • Replacement of concrete need descriptions with general or ambiguous language
  • Deletion of references to specific professional reports that support higher provision
  • Downgrading of the frequency or severity of difficulties
  • Removal of references to your child's needs during transitions, unstructured time, or specific subjects

If any of the above appear in the working document, address them explicitly in your representations. Quote the original wording and request its reinstatement. Where you have professional evidence supporting the original wording, cite it by reference to the relevant report and paragraph.

How to structure your written representations

Your representations should be clear, specific, and directly cross-referenced to evidence. A well-structured representations letter follows this pattern:

  1. 1Reference: State the child's name, EHCP date, date of working document, and your LA reference number at the top.
  2. 2Agree changes you accept: Briefly acknowledge any amendments in the working document that are improvements or neutral. This shows you have engaged in good faith.
  3. 3Object to each specific change: For each objection, state the section and paragraph, quote the original wording, quote the proposed wording, and explain why the original wording should be retained. Cite supporting evidence.
  4. 4Propose any additional amendments: If you want changes beyond restoring the original wording — for example, improving Section F specificity — set these out separately with evidence support.
  5. 5Request confirmation: Ask the LA to confirm in writing how it intends to respond to each representation point before issuing the final EHCP.

Frequently asked questions

What is an EHCP working document?
An EHCP working document is a draft version of the EHCP used during the annual review process. It is produced by the local authority after the annual review meeting and shows any proposed changes to the current EHCP. Parents have the opportunity to comment on this document before any amendments are finalised in a new plan.
Is the working document the same as proposed amendments?
Terminology varies between LAs. Some call it a 'working document', others call it 'proposed amendments' or a 'draft'. The key point is the same: it is a pre-final version of the EHCP that you should review carefully and comment on before the LA issues a final amended plan. Whatever it is called, you have at least 15 days to make representations.
What should I check in the working document?
Check every section but focus especially on Section B (needs description) and Section F (provision). In Section F, look for vague wording, removed provision, reduced hours or frequency, and any provision that is now described differently from what was agreed at the annual review meeting. Also check Section I for any proposed change to the named school or placement.
Can I add provision to the working document that is not already there?
Yes. You can make representations asking the LA to add provision that you believe is necessary but is not included. If your representations are rejected, and the final EHCP does not include provision you believe is needed, you can appeal the final EHCP to the SEND Tribunal.
What if the working document removes provision that was in the previous EHCP?
Object immediately and in writing. Ask the LA to explain the evidential basis for removing the provision. If the provision was in the previous EHCP and there is no evidence that your child's needs have reduced, the LA needs to justify the change. If the removal is not justified and the final EHCP reflects it, this is an appealable decision.
How do I respond to the working document?
Respond in writing within the 15-day window. Write a structured letter addressing each section. For each change you are concerned about, state what the current EHCP says, what the working document says, and what you want it to say — and why. Reference any professional reports that support your position.
Do I need a solicitor to respond to a working document?
No. Many parents respond to working documents themselves. The response is a letter or document, not a legal submission. However, for complex cases involving proposed significant reductions in provision, specialist advice from IPSEA, SOS!SEN, or a SEND solicitor is worthwhile.
What happens after I submit my comments on the working document?
The LA must consider your comments before issuing a final amended EHCP. It may accept some or all of your representations, or it may reject them. Once the final EHCP is issued, if it does not reflect your child's needs, you have 2 months to appeal to the SEND Tribunal.

Sources and further reading

This is general information, not legal advice. EHCP Clarity helps parents organise and prepare their own materials. It does not provide legal advice, legal representation, or tribunal advocacy, and nothing on this page should be relied on as a substitute for advice about your specific situation. For free independent expert support, contact IPSEA, SOS!SEN, or your local SENDIASS. For legal representation, instruct a SEND solicitor.