Mother sitting at a table organising SEN Support paperwork, sorting folders, emails, reports and plans, while reviewing a document labeled SEN Support

How to Keep Records for SEN Support (and Why It Matters)

When your child receives SEN Support, the amount of paperwork, emails and meetings can quickly build up.

Many parents tell me:

“I wish I had kept everything from the beginning.”

Good record-keeping is one of the most powerful tools you have.
It protects your child, supports conversations with school, and becomes essential if you ever need to request an EHCP.

New to SEN Support? Start with our main resource: SEN Support for Parents.

Why Keeping Records Matters So Much

Clear records help you:

  • track what has been promised

  • notice patterns over time

  • see what is (and isn’t) working

  • avoid repeating the same conversations

  • provide evidence if support needs to increase

In difficult moments, written records often speak louder than memory.

Read our article: What Is SEN Support?

What Types of Records Should Parents Keep?

Think of SEN documentation in three categories:

1. Communication

Keep:

  • emails with teachers and SENCo

  • meeting invitations

  • summaries and follow-ups

  • messages discussing concerns

Always try to confirm verbal conversations with a short email.

2. School Documents

This includes:

  • support plans / IEPs

  • behaviour logs

  • attendance records

  • reports and academic data

  • incident notes

  • exclusions paperwork

These documents show progress and challenges over time.

3. Professional Reports

If your child receives assessments, keep:

  • educational psychology reports

  • speech and language therapy reports

  • occupational therapy reports

  • CAMHS letters

  • medical notes

These can be vital when discussing next steps or EHCP assessments.

If you’re unsure whether an EHCP may be needed, read: SEN Support vs EHCP.

How to Organise SEN Records Effectively

Organisation reduces stress.

Option 1: Physical Folder System

Use separate sections labelled:

  • School communication

  • Support plans and reviews

  • Assessments and reports

  • Meeting notes

  • Timeline of concerns

Option 2: Digital Folder System

Create folders on your computer or cloud storage.

Save:

  • PDFs

  • screenshots

  • emailed attachments

Name files clearly (e.g., “IEP_Review_July2026”).

Creating a Simple Timeline

A timeline helps everyone see the story clearly.

Include:

  • key events

  • dates of meetings

  • support changes

  • incidents

  • exclusions

  • referrals

A simple list can make a huge difference during discussions.

Recording What Happens After Meetings

After every meeting, capture:

  • what was agreed

  • who is responsible

  • when it will happen

  • when it will be reviewed

Then send a short email saying:

“Just to confirm my understanding from today’s meeting…”

Written clarity prevents confusion later.

See our guide: Questions to Ask in a SEN Support Meeting.

Evidence That Helps if You Request an EHCP

If you ever apply for an EHCP, decision-makers will want to see:

  • what has already been tried

  • how your child responded

  • ongoing difficulty despite support

  • professional involvement

Your records help demonstrate need — calmly and clearly.

Learn more about requesting support on our EHCP Advocacy & Support page.

Common Mistakes Parents Make (And How to Avoid Them)

  • relying on memory
  • deleting emails to “declutter” 
  • not saving drafts of letters
  • not asking for written meeting notes

Instead:

  • keep everything
  • date everything
  • back up digital files
  • follow meetings with emails

FAQ — Keeping SEN Records

Do I really need to keep everything?

Yes. You can always discard later — but once lost, information is hard to retrieve.

Share selectively when helpful. Keep originals for yourself.

Keep them for the duration of schooling, ideally until age 25 if your child has ongoing needs.

No. Good schools appreciate clarity and partnership.

Conclusion

Keeping records is not about being confrontational.

It is about:

  • clarity

  • accuracy

  • protecting your child

  • supporting fair decision-making

And it often reduces stress — because everything is in one place.

Clear records are one of the strongest forms of evidence if you ever need to request an EHCP.