EHCP Help / Advice & next steps
EHCP evidence tracker: what evidence to keep and how to use it
Good records can make the process feel more manageable. They do not need to be perfect or complicated.
Quick answer
Keep an EHCP evidence tracker that records needs, impact, support tried, progress, key decisions and unanswered questions. The aim is not the biggest bundle of documents; it is a clear, dated picture that helps school, the local authority and advisers understand what is happening.
What this means
Useful evidence connects a child’s needs to their effect on education and daily school life. Record what happens, in which setting, what support was offered and what changed. Include the child or young person’s views where possible. Relevant documents can include SEN Support plans, review notes, attendance records, work samples, home-school communication and professional reports. Put documents in date order and label each one with the point it supports. For example: communication difficulty in class, adjustments tried, outcome and what remains unresolved. Keep formal local-authority letters separately and note the date received, because deadlines can run from decision dates or receipt dates. Use the tracker to prepare for a meeting, an EHC needs assessment request, an annual review or discussion about an appeal. Avoid changing or overstating records: clear factual examples are more useful than general descriptions.
For each item, record the date, author, purpose and the main point it supports. Distinguish observations from formal decisions, and note agreed actions that have not happened. Remove unnecessary duplicates and keep originals or complete copies so information can be found quickly.
Review the tracker before an EHC needs assessment request, meeting, annual review or challenge. School and SENDIASS may help identify existing records; independent professional advice may be useful where an important need is not understood or current evidence does not answer the question being considered.
What to do next
Create one paper or digital folder.
Save request and decision letters.
Add school plans and reports.
Record important calls, emails and meetings.
Keep a short list of unanswered questions.
Things to check
Are documents labelled with a clear date?
Do you have the latest school support plan?
Are professional reports complete and current?
Have agreed actions been followed up?
Is there evidence of what has and has not helped?
Questions to ask
What support or decision is currently in place?
What evidence has been considered or may still be missing?
What is the next action, who is responsible and when should it happen?
Local Northamptonshire route
Families in Northamptonshire can check the relevant local authority SEND route for West Northamptonshire or North Northamptonshire. Local SENDIASS services can offer free, impartial information and support.
Free support and useful links
External free resource
West Northamptonshire SENDIASS
Free, impartial SEND information, advice and support for families in West Northamptonshire.
External free resource
North Northamptonshire SENDIASS
Free, impartial SEND information, advice and support for families in North Northamptonshire.
External free resource
Northamptonshire Local Offer
Local SEND information, services and support routes for children and young people.
External free resource
GOV.UK SEND information
Official information about special educational needs, EHC plans and support.
External free resource
IPSEA
Free SEND law information and resources for parents and carers.
External free resource
Council for Disabled Children
National resources and information about SEND support and policy.
Professional help is available if you need it
Many families use free information and school support first. Professional help is optional and may be useful if evidence is complicated, communication has stalled or you want help understanding your choices.
What happens next?
Your next step depends on the decision or stage you are at. Keep records, confirm actions in writing and use free advice before deciding whether additional support would help. Check your indicative EHCP dates with our free EHCP Timeline Calculator at /ehcp-timeline-calculator.
Support that may help
School SENCO · SEND advocate · Independent SEND adviser
Related guidance
SEND Lantern provides general information to help families understand possible next steps. It does not replace legal, medical or local authority advice.
Independent guidance for families
SEND Lantern is an independent guidance platform operated by SEND Lantern Ltd. We help families explore special educational needs and disabilities support, possible next steps and relevant services. SEND Lantern is not part of the NHS, a local authority, a school or any individual service provider. Information on this website is general guidance and should not be treated as medical, legal or educational advice.