Case overview
Establish the current position, purpose of the conference and evidence of urgency.
Attendance and presenting picture
Use precise, dated information and distinguish fact from interpretation.
School branding
Attendance chronology
Create a clear sequence of attendance patterns, events, contact, decisions and outcomes.
| Date | Event / attendance evidence | Source | School or agency response | Outcome / significance | Remove |
|---|
Chronology summary
Voices, needs and risk
Keep the pupil and family perspective central while recording SEND, safeguarding and health considerations appropriately.
Pupil voice
Parent or carer voice
SEND, health and safeguarding considerations
Shared formulation
Previous interventions and agency involvement
Separate activity from impact and identify what should be continued, adapted or stopped.
Previous interventions
| Intervention / support | Dates | Lead | What happened | Impact evidence | Effectiveness | Decision | Remove |
|---|
Agency involvement
| Agency / service | Named contact | Role / purpose | Last contact | Current action or advice | Consent / information sharing | Remove |
|---|
Learning from intervention
Agreed action and escalation
Every action should have a named owner, deadline, success measure and review outcome.
Action plan
| Priority / action | Owner | Deadline | Success measure | Status | Review evidence / outcome | Remove |
|---|
Escalation points
| Trigger / threshold | Escalation response | Lead | By when | Status | Remove |
|---|
Review and accountability
What difference have we made?
Professional meeting record
Generate a structured record from the information entered across the tool.
Generated record
Review and amend before placing it on the school’s approved record system.
Case readiness
Complete the key fields to improve meeting readiness.
Amber