Working document — [child/young person's name] v [local authority]

Appeal number: ____________  ·  Version date: ____________  ·  Prepared by: ____________

What this is. HMCTS's guide to SEND appeals (SEND37, February 2019) describes a working document as “a copy of the final EHC Plan, on which both parties have worked to show the changes to the wording that they want or can agree, as well as those issues which the Tribunal must decide on the day of the final hearing”. This is a generic, unofficial template from notourjurisdiction.co.uk for laying that out, section by section — it is not an HMCTS form, and your case directions or the local authority may specify a different format (often tracked changes on the plan itself, with agreed text and disputed text marked differently). If they do, follow the directions.

Suggested marking convention (state yours on the document): plain text = the final plan as issued and agreed; bold or underlined = wording sought by the parent/young person; struck-through = wording sought to be removed; label each change AGREED or IN DISPUTE, and note who seeks it.

Section A — views, interests and aspirations

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section B — special educational needs

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section C — health needs

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section D — social care needs

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section E — outcomes

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section F — special educational provision

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section G — health provision

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section H1 / H2 — social care provision

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section I — placement

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section J — personal budget

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Section K — advice and information gathered

Current wording (final plan as issued)Changes sought — by whom — agreed / in dispute

Issues for the Tribunal to decide on the day

IssueEach party's position, in brief

This template is legal information, not legal advice, and it is not an official HMCTS document. Section labels follow the EHC plan structure in the SEND Code of Practice (January 2015), para 9.62. For help with an appeal: IPSEA (ipsea.org.uk), SOS!SEN (sossen.org.uk), or your local SENDIASS. From notourjurisdiction.co.uk/tribunal-prep — checked 2026-07-10.