Toggle menu

Electronic Personal Education Plan completion guidance

16. Core tabs in all PEPs

General and personal

This tab must be completed prior to the termly PEP meeting.

This is always the first tab on every PEP and is coloured BLUE to be completed in full by the CYP's Social Worker. It contains detailed information under the following blue banner headings:

Essential pupil informationName, DOB., gender, ethnicity and language, UPN and Social Care ID
Care informationPlacement details, care status, date into care, number of placements, care plan, etc.
Contact informationContact details of social worker and main carer,person(s) with parental responsibility and safeguarding information relating to who has day-to-day permissions and liaison with school
Health informationAny specific health conditions or medication needs of the CYP which will potentially have an impact upon the school, college or provision
Strengths and difficulties questionnaireThis section is included in the SSA and P16 PEPs only, and scores should be entered once the SDQ has been completed. A higher than average score (over 17) should include any advice or strategies for school/provision staff which may help them to support the Young Person with their emotional health and wellbeing
Current support from other agenciesPlease include current engagement details and expected outcomes/impact

 

Education provision or setting information

This TAB must be completed prior to the termly PEP meeting.

This is always the second Tab in the menu and is coloured RED for Early Years Provision, Primary, Secondary and Special schools and Post 16 school or college provision, as it is always completed by the Designated Teacher/Lead in the Nursery, School or College the C/YP attends. Please note:

  • If a statutory school age child is not on a school roll, this Tab should be completed by the Social Worker and the Virtual School Caseworker
  • For Post 16 young people in Employment or currently Seeking EET, this section will be completed by the Social Worker and Post 16 VS Caseworker
Current education, employment or training provision
  • Information relating to the provision such as address, Ofsted judgement, start date and contact details of the Designated Teacher/Lead
  • If a statutory school age child is on a part-time timetable or Alternative Education Provision, then Tab 3 must also be completed in full.
  • Post 16 has a choice of forms to complete in this section, depending upon whether the young person is in Education/training, Employment/Apprenticeship or is Seeking Education/training, Employment/Apprenticeship.
Special Educational NeedsThis section must be completed in full if the child/young person has an identified special need under the SEND code of practice
Attendance

If there are attendance concerns:

  • Has attendance printout been uploaded to documents section of the PEP?
  • Have any underlying issues which might be causing poor attendance been investigated and how are they been addressed? e.g., bullying, worries about work or deadlines, anxieties?
  • What strategies are being employed to support improved attendance?
Presentation, behaviour, conduct

Details of any concerns:

  • Details of the support strategies employed to minimise concerns should be outlined in detail in this section.
  • Support provided should acknowledge any trauma and attachment based concerns.
  • For statutory school age children this includes a table to be completed for any exclusions which have occurred since the previous PEP.
Emotional health and wellbeing

A snapshot of how the C/YP presents on a day-to-day basis. If concerns have been identified:

  • What are the specific interventions/strategies employed in the setting to improve emotional health?
  • Has the C/YP been made aware of the Mind of my Own, if age appropriate
  • Has a referral been considered/submitted to KOOTH or CAHMS?
  • Is the C/YP receiving counselling or therapy?
  • Has any assessment of EHWB been completed? If so, have assessments been uploaded into the documents section of the PEP?

For Early Years Providers, the Leuven Assessment Scale may be used to assess the child's well-being and involvement.

Strengths and Difficulties Questionnaires are frequently used for older children and young people, and scores of any assessment should be recorded by the social worker in TAB 1.

 

My view: voice of the child/young person

This Tab must be completed prior to the PEP meeting unless the CYP is attending in person.

It is essential, wherever possible, that the voice of the C/YP is not only recorded, but evident in the minutes of the PEP meeting, decision making and in setting new SMART targets and actions.

For most children and young people, the Virtual School request that the standard forms/questions are completed on the phase appropriate child voice forms.

For Early Years (EY) and Statutory School Age (SSA) PEPs there is a choice of how this is captured, including a non-verbal pupil view. In the Tab 'My Views' you will see a drop down menu.

From the drop down menu, choose the type of format most appropriate to the individual child/young person and support them in completing this in as much detail as possible.

However, for those children/young people with SEND, or who are simply unable or refusing to engage at that time, we appreciate the difficulties in accessing and capturing their views in this way. Please try wherever possible to upload documents which demonstrate their views or achievements in other ways. This can be the provisions version of gathering views, or may be other documents related to evidence of their progress, for example, photos, awards etc. You can upload documents from the drop down menu on the left hand side of the C/YP's home page (see section 13 on page 11).

 

Progress, attainment and development

This Tab must be completed prior to the PEP meeting. For Post 16 young people this should only be completed for those in an Education or Training setting.

This is coloured RED as it is always completed by the Designated Teacher/Lead in the Nursery, School or College the C/YP attends.

The information gathered within this tab is in a standard table format to allow for cohort analysis across multiple settings. It is found in all phase PEPs and gives a chronological record of the Development and Attainment and Progress of the child/young person throughout their education.

  • The tables contained in this Tab are designed to collect information on a termly basis and are used to identify how the C/YP is progressing against age related expectations or curriculum targets set.
  • It also lists the Curriculum subjects/areas and qualifications, where relevant, that the C/YP is accessing. This enables an assessment of the appropriateness of the curriculum/study path for the C/YP.
  • It is essential, where any underachievement or lack of progress exists, that a full context of this is recorded in the termly text box underneath the main table. Evaluation of any strategies which have been employed to close the gap should be reviewed.
  • The tables are flexible enough to record most types of qualification and subject at Key Stage 4 and 5 and includes all areas of Development within the current Early Years Foundation Curriculum.
  • However, there are a few exceptions where a child/young person may have complex physical or learning difficulties, and the table cannot be used to record their progress and achievements in any meaningful or effective way. In this instance, please feel free to upload tracking documents into the Documents section of the PEP and ensure a detailed note is recorded in the termly box which explains their current progress and attainment.

 

PEP meeting record

This TAB should be completed during the meeting or as soon as possible after the meeting.

This Tab is usually RED and is completed by the Designated Teacher/Lead, unless it is a Post 16 PEP and the young person is in Employment, Training or is seeking a placement. In this instance the VS Caseworker along with Social Worker will complete this tab and it will be coloured PURPLE.

Attendees

All professionals involved with the C/YP should be invited to attend a PEP meeting as should their carer, and parent/s where appropriate.

Wherever possible, the child or young person should have the choice to be present at the meeting. If this is not possible, they should have their views recorded in the tab above and advocated on their behalf, any discussion or actions should be fed back to them after the meeting.

Minutes of the PEP meeting

Using the information in the previous tabs, a full account of the PEP meeting discussion should be recorded using the principles of;

  • What is going well?
  • What are the main current educational/developmental needs?
  • What support strategies are in place or are needed to help the C/YP to succeed?

The notes above should focus on the 'educational/developmental needs, including emotional health and well-being, but should not include information which has little or no bearing on school/college provision and should not replicate care team meetings or cared for reviews.

Additional information can be recorded in Q8.

Please ensure the voice of the child is evident in the record of the meeting.

Please ensure the carers comments are represented in this meeting.

Setting new PEP date

Agree the date, time and venue for the next meeting. Once inputted, this will automatically generate reminders via the Welfare Call system.

This must be termly and should be held in the same week of the term as the current meeting. For example; if the first meeting of the year falls within the 3 rd week of Autumn Term, then the next date set should aim to be in the 3 rd week of Spring Term and the same in the Summer term

 

Setting of SMART targets

This TAB should be completed during the termly PEP meeting for all three PEPs.

Evaluating previous SMART targets set and the impact of planned support and/or interventions
  • Information contained in the previous outcomes tabs should evidence the impact of the SMART Targets set at the last meeting.
  • Where a target has not been met, or is ongoing, this should be evaluated and a clear explanation and next steps should be recorded in Column 4 of this section.
  • The impact of planned support and/or interventions on this target at the last meeting should be clear and evidence based.
New targets set should be SMART, aspirational and focus on accelerating progress

Where a child/young person is in an education setting, it is important that the Designated Teacher/Lead, with appropriate experience of target-setting, composes the targets to ensure that they are relevant and specific to the C/YP's educational needs.

In Post 16 employment/apprenticeship or when the Young Person is currently seeking EET, the targets will be agreed by the YP, Social Worker, Personal Assistant and VS Caseworker with input from parents/carers and prospective providers.

All present should agree two short term and one medium to long term target, which should be: Specific - Measurable - Achievable- Relevant - Time bound

Evidence based

Targets set should reflect the information contained within the PEP, particularly:

  • Areas of underachievement, particularly in core areas
  • Identified barriers to learning for example: social, emotional and behavioural, emotional wellbeing
  • Strategies to support the child/young person to make progress in line with their peers and age related expectations/targets
  • Reasonable adjustments to presentation, behaviour and other policies
  • Access to key staff
  • Access to enrichment activities and clubs both in and out of school, if appropriate
  • Effective use of quality alternative education provision
  • Action plans on how to engage the young person back to EET
  • Access to educational psychology, mental health support and work on trauma and attachment, as required.

Targets should also reflect current educational pedagogy, which could include for example evidence based interventions from EEF Toolkit

ResourcedClear strategies should be outlined for the support the C/YP can expect from school/provision staff and other professionals in meeting the targets.

Use of Pupil Premium Plus

Where Pupil Premium or Early Years Premium is awarded to the school/provision, this must be appropriately costed against the targets set. However, PP+ should not be used to support activities and interventions which would usually be available to all C/YP in the setting.

Please refer to the Education Endowment Foundation PP Guidance on effective interventions

Appropriate use of PP+ could be used to support: 

  • the C/YP realise their short and long-term developments, academic achievements and aspirations. This includes:
    • support to achieve expected levels of progress for the relevant national curriculum/EYF key stage or to complete appropriate range of qualifications
    • on-going catch-up support for those who have fallen behind with school work
  • accessing school based support and interventions to support progress and achievement
  • access to a nursery or other high-quality early years provision that is appropriate to the child's age and needs (e.g. pre-school playgroups)
  • provision of immediate suitable education where a child is not in school (e.g. because of temporary or permanent exclusion)
  • transition support when a C/YP starts attending a new school/college or returns to school/college following a period of absence, or when a C/YP has a plan for permanence (e.g. placed for adoption) which may necessitate a change of education provision
  • school/college attendance, behaviour or emotional health and wellbeing interventions
  • specialist careers advice and guidance and experience of/information about further and higher education, training and employment
  • out-of-school hours learning activities, study support and leisure interests. Specialist sport, art or musical equipment
  • Residential trips and/or cultural experiences
Catch up tuition fundingThe use of any 'Catch Up Premium' or access to 'National Tutoring Programme', following COVID lockdown, must be clearly identified on the PEP and appropriately used to close gaps in attainment and accelerate progress.

 

Quality assurance

This tab is only completed by the Virtual School following the uploading of the information from the termly PEP meeting.

Once the ePEP has been completed and signed off by the DT/DL, the Virtual School will be notified. The ePEP will then be Quality Assured by the VS Caseworker and any examples of Good practice or areas for further development, will be fed back via the Quality Assurance Tab.

TimeframesHas the PEP meeting been held within statutory timeframes and the PEP document completed and uploaded onto the Welfare Call system, no later than 10 working days from the date of the PEP meeting.
Quality assurance of individual tabs

At the bottom of each Tab is a Quality Assurance question. This rating will automatically populate into the relevant section on the final Quality Assurance Tab.

Each section will be rated either Red, Amber or Green.

  • If the quality of the information in the TAB has been rated GREEN, no comment will necessarily be placed in the feedback box, unless it is to further improve the section or to highlight as an example of outstanding practice.
  • If the quality of the section is rated AMBER or RED, advice will be given in the feedback box indicating what needs to be done to improve the section.
Overall rating for the PEP

Based upon the ratings for each individual tab, using a best fit principle, the PEP will be given an overall rating of Red, Amber or Green.

  • If Green or Amber, the PEP will show as being signed off and the rating will appear in the box above the menu tabs at the top of the page.
  • If Amber, the feedback given should be considered to improve the quality of the next PEP.
  • If Red, the PEP cannot be completed and the VS Caseworker will contact the school/provision and offer support to the Designated Teacher/Lead to improve the PEP and the quality of the support given to the child/young person.

Please refer to the PEP QA Framework Document for more specific criteria on ratings.

My personal education plan summary

This tab is populated with summary information from the full PEP including:

  • General contextual details of the C/YP and their education setting/provision
  • Snapshots of SEN, attendance, behaviour and emotional health and well-being
  • Review of previous targets and details of the new SMART targets set
  • Details of the next PEP meeting

The word version of this summary can only be found in the' Previous PEP's' section of the child record, once the PEP has been quality assured by the virtual school (see section 12, Pg 11).

This summary does not contain details of the QA feedback and can be used to distribute the PEP information and targets to a wider audience of staff and other professionals/carers.

 

Additional tabs

In addition to the core tabs, these additional tabs appear depending on the age and circumstances of the C/YP.

Transition tab
  • This tab only appears for C/YP who are about to enter either primary or secondary education as part of a planned phase transition.
  • It should be completed in full to aid a smooth transition from Nursery into Reception and from Year 6 into Year 7.
Careers advice and post 16 planning

This tab appears for all children in Y9 - 11 and includes information relating to:

  • Future aspirations, destinations and transition plans to Post 16
  • Details of work experience and qualifications needed to achieve goals
  • CIAG guidance and advice/action planning
Alternative timetable/education provision
  • This tab should always be completed if a school age child (R-Y11) is not in full time education i.e. less than 25 hours, or is educated for part /all of their week with an alternative education provider.
  • It contains essential details for the rationale of the use of a provision or part-time strategy, including re-integration plans.
  • The times and days when the young person is not educated at their home school should be explicit, as should the safeguarding arrangements for when they are not being educated.
  • It also contains essential information and a declaration regarding the statutory safeguarding checks which must be completed in full by the home school.