SEN EHCP & IEP Binder, offline planner tool, Uk tracker, support logs

🇬🇧 UK SEN PARENT EHCP & IEP BINDER | SEN Support Tracker & Meeting Prep 🇬🇧
EHCP Sections A-K Tracker | IEP SMART Targets | Annual Review Countdown | Provision & Sensory Log

Fighting for EHCP support in the UK? Lost in paperwork? Provision in Section F not happening? Annual review coming? This binder was built by PlannerToolLab for SEN parents who are their child's best advocate - to track EHCP sections, IEP targets, meetings prep, support log, provision, and keep everything in one private offline place.

✅ Built by PlannerToolLab - 5.0 Rated Etsy Shop - London UK - 2.5 Years on Etsy - 8 Reviews
✅ UK SEND Code of Practice 2015 - EHCP Sections A-K + IEP + Annual Review Countdown
✅ 100% OFFLINE & PRIVATE - Sensitive SEN data stays on YOUR device - No cloud, GDPR friendly
✅ NO EXCEL, NO GOOGLE SHEETS, NO SUBSCRIPTION, NO LOGIN NEEDED
✅ AUTO-SAVE + 30 CURRENCIES (£ $ € etc) + 7 THEMES (Purple Dream, Dark Mode, etc)
✅ PRINT FOR TRIBUNAL / MEDIATION / LA MEETING

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📦 WHAT YOU GET - INSTANT DIGITAL DOWNLOAD (ETSY COMPLIANCE):

THIS IS A DIGITAL DOWNLOAD - NO PHYSICAL PRODUCT WILL SHIP - INSTANT DOWNLOAD AFTER PAYMENT
Go to Etsy > Your Account > Purchases & Reviews > Download Files

Included files:
1. **index.html** - Main offline app (double-click to open in Chrome, Safari, Firefox, Edge - 57KB)
2. **User_Guide.pdf** - Full 8-page guide with shop banner logo header, UK SEND legal timescales, pro tips (115KB)

File types: HTML + PDF (Under Etsy 20MB limit per file)
File size: ~60KB HTML + ~115KB PDF (Total ZIP under 20MB)
Works on: Windows, Mac, iPhone, iPad, Android
How to access offline: Open file once online, then Add to Home Screen (Share button > Add to Home Screen) - Works airplane mode - No internet needed after first open

Bonus inside app:
- Export Meetings CSV for tribunal bundle
- Export Support Log CSV for evidence
- Full Backup JSON - Save to your drive
- Print Binder button - Clean print view for tribunal/mediation/LA meeting pack

No external account required - No subscription - No login to forget - Personal use licence

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📋 WHAT IT DOES - UK SEND EHCP A-K COMPLIANT:

📊 **DASHBOARD - EHCP & IEP OVERVIEW**
- EHCP Annual Review Countdown - e.g. 89 days - Due: 15 Oct 2025 - Progress bar - Legal: LA must review within 12 months
- IEP Targets Progress - e.g. 2/5 met - Bar - Next target: Reading comprehension
- Open Actions & Emails from meetings - Who needs to do what by when
- Support & Provision summary - Pending follow-ups, Provision not happening count, Total contacts
- Upcoming Meetings (SENCO, LA, Annual Review) - Date, time, type, attendees
- Recent Support Log - Communication with School/LA - What was said, agreed, action needed by
- EHCP Sections Status count - Agreed / Needs Amending / Disagree / Needs Evidence
- Documents & Reports Checklist - What you have: EHCP Final, SALT Report, EP Report, Paediatrician Letter, OT Report, Annual Review Report, Provision Map, Progress Data - Have/Missing checkboxes

👧 **CHILD PROFILE - SEN (Important for EHCP Section A)**
- Child Name, DOB / Age, School / Setting + SENCO name, Year Group / Class
- Primary Need / Diagnosis: Autism, ADHD, Dyslexia, Speech & Language, SEMH
- What Works / Strengths / Interests (Important for EHCP Section A - e.g. Loves trains, visual learner, kind to others)
- Medical / Medication / Allergies
- Sensory Profile - What Triggers / What Calms (Section B): Triggers Loud hallways, scratchy uniform labels, bright lights, unexpected changes. Calms: Weighted blanket, quiet corner, chewing tube, noise cancelling headphones
- Communication Needs: Visual timetable, now/next board, extra processing time 10 seconds, Makaton
- What Doesn't Work / What Makes Things Harder

📜 **EHCP TRACKER - SECTIONS A-K (UK SEND Code of Practice 2015)**
Sections:
A - Views, Interests, Aspirations
B - Special Educational Needs (All needs)
C - Health Needs
D - Social Care Needs
E - Outcomes (SMART - Specific Measurable Achievable Relevant Time-bound)
F - Special Educational Provision (THE MOST IMPORTANT - Enforceable)
G - Health Provision
H1 - Social Care Provision (Chronically Sick & Disabled Persons Act)
H2 - Social Care Provision (Other)
I - Placement (School named - e.g. Oakwood Primary Mainstream + 15 hours TA)
J - Personal Budget (Section J - e.g. £500 for sensory equipment)
K - Advice & Information (Reports - SALT, EP, OT, Paediatrician, etc)

Add EHCP Section Note: Choose Section A-K, Status LA Version - What They Wrote / Our Version - What We Want / Needs Amending - Disagree / Agreed / Needs Evidence, Text What LA wrote / What we want / Gap - e.g. Section F says 'Access to TA support' but should be '15 hours 1:1 TA support + daily 30 min SALT intervention as per SALT report 10/2024'

Key Dates - UK Legal Timescales (Auto-saves):
EHCP Final Issued Date, Annual Review Due Date (12 months - LA must review within 12 months), Request for Assessment Date, Decision Deadline (6 weeks - LA must decide whether to assess within 6 weeks), Assessment + Plan 20 weeks total

Personal Budget Section J + Placement Section I + Outcomes Section E SMART

🎯 **IEP / SUPPORT PLAN TARGETS - SMART**
Target Area: Communication & Interaction, Cognition & Learning, Social Emotional Mental Health, Sensory & Physical, Independence / Life Skills
SMART Target: Specific Measurable Achievable Relevant Time-bound - e.g. By July 2025, Oliver will use 3-word sentences to ask for help (e.g. "Help me please") with visual prompt, in class, 4 out of 5 opportunities
Strategies / Provision to Achieve: Visual now/next board, TA prompt, 10 sec processing time, Makaton
Who Responsible: Class teacher + TA + SALT
Review Date, Progress: Not Started / Emerging 25% / Developing 50% / Almost There 75% / Achieved ✅

🗓️ **MEETINGS & PREP - ANNUAL REVIEW, SENCO, LA, TRIBUNAL**
Date, Time, Type: EHCP Annual Review / SENCO Meeting / Parents Evening / LA Caseworker Call / SALT / OT / Physio / CAMHS / Paediatrician / Tribunal / Mediation / School Observation
Location / Attendees: School hall - SENCO Mrs Patel, Class teacher Mrs Smith, LA Officer Jane (virtual)
Purpose / What To Discuss (Prep before): Ask about provision in Section F not happening, show evidence
Notes / What Was Said (After) + Actions: Neutral factual notes - Who said what, agreed actions, deadlines
Actions Needed By Who & When: SENCO to send provision map by 20 July, I to send SALT report
Timeline view vertical with dots - Easy to see history

🤝 **SUPPORT LOG & CONTACTS - PAPER TRAIL FOR TRIBUNAL**
Support Log - Communication with School, LA, Professionals:
Date, Who (SENCO / Class Teacher / Headteacher / LA Caseworker / SEND Team / SENDIASS / SALT / OT / CAMHS / Educational Psychologist / Other Parent), Type Email / Phone Call / Meeting / Letter / Report Received, What Was Said / Agreed / Sent - Keep factual neutral - e.g. Emailed SENCO about Section F provision not being delivered - 15 hrs TA support agreed but only 5 hrs happening - Asked for provision map, Action Needed By Date

Contacts: Name Mrs Patel, Role SENCO / LA Caseworker / SALT / OT / SENDIASS / Paediatrician, Phone / Email
SENDIASS: Free impartial advice - Important to list

Documents & Reports Checklist: EHCP Final, SALT Report, Educational Psychologist Report, Paediatrician Letter, OT Report, Annual Review Report (last), Provision Map / Timetable, Progress Data / Assessments - Have ✅ / Missing ❌ checkboxes

🧩 **PROVISION & SENSORY TOOLKIT**
Provision - Section F - What Support Should Be Happening?
Description: 15 hours 1:1 TA support, Frequency Daily / Weekly / 2x Weekly / Monthly, Status Not Happening - Only 5 hrs / Happening Sometimes / Happening, Evidence: Home diary + teacher says TA pulled for other class

Sensory Diet & Regulation Toolkit:
Calming Strategies That Work: Weighted blanket 10 min, quiet corner with books and cushions, chewing tube, noise cancelling headphones, fidget cube, outside walk for movement, deep pressure hugs (if wants), dim lights
Alerting / Focusing Strategies: Wobble cushion on chair, movement breaks every 20 min (carry books to office), heavy work pushing trolley, trampoline 2 min, chew on tube
Triggers & Early Signs of Dysregulation: Flapping hands faster, covering ears, hiding under table, asking for toilet repeatedly, humming loudly, chewing sleeve, going quiet/withdrawn

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🔒 WHY OFFLINE HTML APP (NOT EXCEL)? - ETSY COMPLIANCE: NO SUBSCRIPTION

❌ Excel / Google Sheets: Breaks formulas, version conflicts, hard on phone, not private for sensitive SEN data
❌ Printable PDF binders: Can't auto-calc countdown, can't filter, can't export CSV, static
❌ Subscription SEN apps: £8.99-£15/month + data on their cloud + subscription
✅ OUR APP: One-time £15.99, works forever offline, auto-save every keystroke + backup every 10s, YOUR sensitive SEN data stays on YOUR device only (GDPR friendly), no subscription, no login to forget, 30 currencies (for personal budget £), 7 themes (Purple Dream Default, Dark Mode, Soft Blue, Sage Green, Warm Orange, Warm Sand, High Contrast), print for tribunal/mediation/LA meeting pack, paper trail for tribunal

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📱 HOW TO USE - 3 STEPS - 5 MINUTES - NO OVERWHELM:

1. DOWNLOAD & OPEN (Etsy Digital Download): After Etsy payment, download ZIP, unzip, double-click index.html - On phone: AirDrop/Email index.html to yourself, open in Safari/Chrome > Share > Add to Home Screen - Now it feels like an app, works offline, private - No internet needed after first open

2. SETUP CHILD PROFILE (Important for EHCP Section A): Child Profile tab > Child name, DOB/age, school + SENCO name, year group, Primary Need/Diagnosis, What Works/Strengths/Interests (Section A - e.g. Loves trains, visual learner), Medical, Sensory Profile Triggers/Calms, Communication Needs, What Doesn't Work

3. TRACK EHCP & IEP: EHCP tab > Add Section Notes A-K with status LA Version vs Our Version vs Needs Amending - IEP tab > Add SMART Targets - Meetings tab > Add meetings with purpose prep before + notes after + actions - Support Log tab > Log communication School LA SALT OT SENDIASS - Keep factual neutral - All auto-saves instantly with green badge "✓ Auto-saved - 3:42PM"

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🎯 PERFECT FOR - UK SEN PARENTS FIGHTING FOR EHCP:

- Parents requesting EHCP assessment (6 week decision rule)
- Parents with Draft EHCP - Needs amending - What LA wrote vs what you want
- Parents with Final EHCP - Tracking Section F provision not happening - Only 5 hrs not 15 hrs
- Annual Review Due - Countdown + prep sheets + parental views report
- Appealing to Tribunal / Mediation - Need organised evidence bundle
- Children: Autism, ADHD, Dyslexia, Speech & Language Delay, SLCN, SEMH, Sensory Processing Differences, Global Delay
- UK SEND - But works worldwide with £ $ € currencies
- Parents who are their child's best advocate and need one private offline place for everything

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💷 CURRENCIES & THEMES - NEW V2 - ETSY COMPLIANCE: NO EXTERNAL ACCOUNT

30 Currencies: £ GBP, $ USD, € EUR, C$ CAD, A$ AUD, NZ$ NZD, ¥ JPY, ₹ INR, R ZAR, AED AED, S$ SGD, HK$ HKD, CHF CHF, kr SEK/NOK/DKK, zł PLN, $ MXN, R$ BRL, ₺ TRY, ₱ PHP, RM MYR, ฿ THB, Rp IDR, ¥ CNY, ₩ KRW, E£ EGP, QR QAR, ﷼ SAR, ₪ ILS + Custom symbol

7 Background Themes: Purple Dream Default (calm), Dark Mode (less stimulation, night), Soft Blue (calm), Sage Green (grounded), Warm Orange, Warm Sand, High Contrast (accessibility for visual stress) - Click theme card in Settings to change, active gets border, saves automatically

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⚠️ IMPORTANT - ETSY COMPLIANCE & UK SEND LEGAL:

THIS IS A DIGITAL PRODUCT - NO PHYSICAL PRODUCT WILL SHIP - INSTANT DOWNLOAD AFTER PAYMENT - Go to Etsy > Your Account > Purchases & Reviews > Download Files - File types: HTML + PDF - Under Etsy 20MB limit

Personal use licence - Do not redistribute, resell, or share file - Do not upload to Google Drive public or Facebook groups public (private use only) - Original creation by PlannerToolLab - No copyrighted material

This tool is organisational only, not legal advice - EHCP law is complex - For legal matters consult SENDIASS (free impartial advice) / IPSEA (charity) / solicitor / SEND Tribunal - SEND Code of Practice and legal timescales change - Check gov.uk, IPSEA.org.uk, SENDIASS - SENDIASS free: 0800 012 1234

Etsy compliance: No refunds on digital downloads per Etsy policy (all sales final for digital) but we provide free support + bug fixes via Etsy Messages - PlannerToolLab - London UK - Reply within 24h - We are parent-friendly shop, we understand EHCP fight is exhausting

Do not use child's real photos in Etsy review (privacy - sensitive SEN data)