Managing meetings and paperwork

Managing meetings and paperwork

When you have a child with additional needs, just managing their medical appointments, school meetings and disability benefits can seem like a full time job and a very stressful one at that. Here are some ‘SEND meeting’ tips, to help you keep on top of managing your child’s support and hopefully make the process less stressful and more effective for you and your family.

Get into good habits

• Keep a ‘contacts’ diary – note down the names of any professionals you’ve had contact with and the department they work in. Make a brief note of any conversations so you can refresh your memory if need be.
• Keep copies of everything you send and ask for copies of any paperwork made by others
• Keep all paperwork about your child in one place – buy a box file (or a set of box files) and as soon as you get any paperwork store it in there.
• Always be polite to receptionists and secretaries – they are the gatekeepers and can smooth contacts or speed up waiting times.
• Make sure you meet deadlines: it’s in your interest to complete forms and attend appointments on time. And if you can’t, or you do miss them, contact people as soon as possible.

Before meetings

• Try and arrange appointments that suit you and your child. For example, if they’re really tired in the afternoons and will struggle to wait, try to book a morning appointment.
• Gather relevant paperwork together so you can go through it beforehand. For example, before an annual review, make sure you’ve read over your child’s Education, Health and Care plan. Or ask to see copies of your child’s SEN Support records (sometimes called an Additional Needs Plan or provision map).
• Think about what you want to get out of the meeting. Perhaps you want speech and language therapy or extra support in the classroom. This will help you to keep focused if the meeting seems to drift.
• Prepare a list of questions you want to ask. That way if you get stuck, you’ll have something to jog your memory.
• If English isn’t your first language, ask for an interpreter.
• Ask a friend to go with you. Show them your list of questions and tell them what you want out of the meeting. Apart from moral support, they can prompt you on things you’ve forgotten.
• Be prepared for delays. If your child is coming to the meeting, bring snacks, drinks and games in case it overruns. Maybe get something easy in for tea afterwards.

At meetings

• Be on time. You’ll feel less flustered and have time to gather your thoughts
• Be positive – most professionals want to do the very best for your child and if you keep this in mind the meeting is likely to go more positively.
• Ask for the names and roles of all the people at the meeting and write them down.
• Ask if you don’t understand anything and keep asking! It’s your child and it’s OK to ask for clarification.
• Don’t allow yourself to be rushed – take time to think and try not to rush the professionals; they’re human too and will be able to explain things better with time to do so.
• If your child is with you, explain how the other people at the meeting can communicate with them. Make sure your son or daughter is included in discussions as much as possible.
• At the end of the meeting, summarise what has been discussed and agree what happens next – what interventions have been agreed and when will they be reviewed.
• Ask for any notes or minutes to be sent to you.

After meetings

• Talk over what happened with your friend in case you missed anything and don’t be afraid to go back to professionals with further queries.
• Follow up the meeting with a call or email to the professionals involved and chase up paperwork if necessary.
• If you’re not happy with how a meeting went or what was agreed, complain. Health, education and social care all have complaints procedures and your concerns will be taken seriously.

Download this advice as a fact sheet Managing meetings and paperwork fact sheet (pdf 740kb)