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The SENCO's Summer Handover Pack

A 4-week countdown to a smooth September, plus a fillable handover document your cover or successor will actually thank you for.

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Week 1: Early July — Data & Documentation

Export complete SEND register with all current students, needs, and provision details
Update all EHCP records, ensure annual review dates are accurate for next year
Document any pending assessments or referrals that need chasing in September
Compile intervention outcome data for the year, what worked, what didn't
Update student one-page profiles for all students continuing next year

Week 2: Mid-July — Transitions & Leavers

Complete all transition files for students moving to secondary school
Confirm receiving SENCOs have received and acknowledged transition packs
Archive leaver files according to your school's data retention policy
Update contact details for parents of continuing students
Schedule transition visits for new Year 7 students with SEND, if possible

Week 3: Late July — Staff & Systems

Prepare SEND briefing for new teachers joining in September
Update TA deployment plan based on next year's timetable and student needs
Review and update SEND policy if needed
Test all SEND systems and software, passwords, access, data integrity
Prepare a SEND starter pack for any new SENCO or inclusion staff

Week 4: End of July — Handover Document

Write the formal handover document (see template below)
Meet with SLT to brief them on SEND priorities for September
Ensure all SEND budget records are up to date and reconciled
Set calendar reminders for key September dates
Switch on out-of-office with clear contact instructions for genuine emergencies

📝 Handover Document

SEND Register Summary: total, EHCPs, SEN Support, Monitoring

Critical Dates for September: reviews due, screening windows, deadlines

Pending Actions: referrals awaiting, assessments pending, meetings to schedule

Key Contacts: EP, SALT, OT, CAMHS, parent reps

Intervention Summary: what's running, successes, adjustments needed

Budget Status: annual budget, spent, committed, remaining

Notes for Cover SENCO

OMNIA auto-generates your handover document from live data, flags pending actions, and syncs critical dates to your calendar, no re-typing every July.

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