Free tool

The SEND Transition Checklist

Year 6 to Year 7, primary to secondary, school to school. Transitions are where students get lost, four phases, each with who's responsible for what.

Phase 1: Preparation

Spring Term, Year 6 · Jan–Mar

Identify all students with SEND support transitioning to secondarySENCO + Year 6 teacherReview current EHCPs and note any due for annual review before transitionSENCOContact receiving SENCO to introduce yourself and share transition timelineSENCOBegin compiling student transition file (academic, social, medical, strategies)SENCO + class teacherSchedule parent transition meeting (include receiving SENCO if possible)SENCO + HeadteacherArrange student visit to secondary school with SENCO meet-and-greetSENCO + Transition coordinator

Phase 2: Information Transfer

Summer Term, Year 6 · Apr–Jun

Complete formal transition file with all assessment data, strategies, and targetsSENCOHold transition review meeting with parents, student, and both SENCOsBoth SENCOsTransfer EHCP to receiving LA (if applicable) or update school-held recordsSENCO + AdminShare one-page student profile with all receiving teachers, not the full fileReceiving SENCOConfirm receiving school can deliver named provision and interventionsReceiving SENCOArrange additional transition visits for anxious students or complex needsBoth SENCOs

Phase 3: Handover

Jul–Aug

Finalise and send complete transition pack to receiving SENCO by 15 JulySENCOEnsure receiving SENCO confirms receipt and has no outstanding questionsReceiving SENCOUpdate your own records: mark student as “transferred” with destination schoolSENCO + AdminArchive student file according to your school's data retention policyAdminWrite handover summary for receiving SENCO: “what worked / what to watch”SENCO

Phase 4: Follow-Up

Sep–Oct, Year 7

Receiving SENCO checks student has settled by Week 3, academic and socialReceiving SENCOContact parents at Week 4 to check how transition is going from homeReceiving SENCOReview whether named provision is actually being delivered as plannedReceiving SENCOFlag any gaps or concerns to previous SENCO for future transition improvementReceiving SENCOSchedule first annual review (if EHCP) by end of first termReceiving SENCO

OMNIA auto-generates transition packs, tracks handover completion across every student, and alerts you if any step is missed.

See Transition Features →