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From inconsistent audits to standardised, evidence-based quality tracking
✅ Audit the EHCP annual review process against criteria drawn down from nationally recognised good practice
✅ Used by over 50 local authorities nationwide to improve annual review quality
✅ Track outcomes progress and multi-agency collaboration at scale
✅ Inspection ready: data and evidence that Ofsted and CQC recognises
The Annual Review QA module was developed from extensive collaboration with local authority SEND professionals, building on the success of the EHCP QA module. It reflects the real-world needs of SEND teams working to drive up standards systematically across agencies.
Partner authorities use data strategically to identify where quality gaps exist - whether related to specific themes or particular types of needs.
Audit the annual review process against comprehensive criteria drawn from relevant components of the Code of Practice. The criteria is divided by themed to ensure that all elements of compliance are included
✅ Code of practice compliance
Gold, Silver, Bronze grading provides clear benchmarks for annual review quality. Automated scoring methodology ensures every review is assessed against identical criteria using the same weighting model.
✅ National standards alignment
Track progress towards agreed outcomes with status monitoring. Focus on genuine progress, not just service delivery.
✅ Evidence genuine progress
Conduct collaborative moderation sessions where auditors from education, health, and social care review annual review together. Track multi-agency engagement gaps and provide targeted feedback to settings.
Age-appropriate surveys capture children, young people, and parent carer experiences at scale. Gather large-scale insights into the annual review experience without impacting capacity.
✅ Child-centred reviews
Create customised reports for different audiences - senior leaders, parent carer forums, schools, or governance groups. Identify quality trends, track improvement over time, and make data-driven training decisions.
These modules compliment each other perfectly. The EHCP QA module evaluates plan quality, while the Annual Review QA module assesses the statutory annual review process quality. Together, they provide comprehensive oversight of the entire EHCP lifecycle - from initial creation through annual reviews and beyond.
Upload EHCP annual review data to be audited and assign to auditors. Reviews should be identified using your local authority's internal ID, not by the names of children or young people.
Perform an audit of each theme according to the evaluation criteria in the module. Auditors can add comments and additional information in each section, noting the strengths of the annual review and any required audit actions.
Collect detailed insights into the annual review experiences by using age-appropriate feedback survey links. These surveys allow children and young people, along with their parents and caregivers, to share their experiences of the annual review process.
Access real-time data and create reports to guide long-term improvement plans and staff development. Analyse progress towards outcomes and review experiences of the annual review to assess the effectiveness of these plans and reviews. Additionally, examine moderated reviews to identify differences in audit gradings.
"The Invision360 Annual Review module allows us to see, far more clearly, through identified common themes, where those that conduct reviews may be struggling and where we need to improve.”
“Looking back, when we first introduced the module, it was the first time that we could truly monitor outcomes, and that was a big thing for us.”
“We now have a far more consistent approach to the Annual Review from all settings (that hold reviews) and support those who run reviews to be aware of the statutory processes”
International standard for information security management
Government-backed cybersecurity certification
All data stored securely within London AWS region
Plans are identified using your local authority's internal ID
Ready to transform your EHCP Annual Review Quality Assurance?
Join leading SEND professionals who have already enhanced their EHCP annual review quality assurance process with Invision360. Book your demo today