Use Case 04 · Education

SEND Support & EHC Plan Preparation

SENCO teams spend 20–30 hours preparing each Education, Health and Care Plan — a legally complex document requiring multi-agency input — while already managing a full caseload under strict statutory deadlines that carry legal consequences when missed.

The Challenge

Why This Happens

EHC Plans require aggregating observations from teachers, therapists, medical professionals, and parents across multiple channels. Each plan is unique, legally prescribed in format, and must synthesise diverse evidence into individualised outcomes — a process done entirely manually with no automation support whatsoever.

How Copilot & M365 Address This
  1. 1Synthesise multi-agency observationsCopilot synthesises teacher, therapist, and parent observations from SharePoint and Forms submissions, building a consolidated evidence base across all contributors.
  2. 2Draft EHC sections in statutory formatCopilot drafts EHC plan sections in the legally prescribed format, flagging evidence gaps and suggesting evidence-based outcomes aligned to SEND Code of Practice.
  3. 3Manage multi-agency review via TeamsTeams workflow manages multi-agency review and comment consolidation, replacing fragmented email chains with a single, traceable approval thread.
  4. 4Route for sign-off within statutory timelineTeams Approvals manages SEND Officer and LA sign-off, with automated reminders ensuring statutory 20-week timelines are tracked and met.

Impact & Results

Impact Metrics
24h→8hEHC plan preparation time per case
68%→94%Statutory deadline compliance rate
2.8→4.1SENCO job satisfaction score (out of 5)
Measured via: EHCNA case management system deadline tracking, SENCO wellbeing survey, Schools Inspection Authority readiness self-assessment comparison.
“

I had 47 EHC plans to write last year and was working every weekend. This year Copilot synthesises the observations and drafts the outcomes sections. I still review every word — these are children's lives — but I'm reviewing, not starting from blank.

AB
Dr. Anna Becker
SEND Coordinator, Special Education Institute, Munich

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More Education Use Cases

Use Case 01

Curriculum Design & Lesson Planning
Use Case 02

Student Assessment & Personalised Feedback
Use Case 03

Parent–Teacher Communication Management
Use Case 05

University Research Administration & Grant Management
Use Case 06

Staff HR, CPD & Administrative Workflows

From Our Blog

Deeper reading on this topic — guides, frameworks and real-world perspectives.

Education
The Future of Education: How Microsoft Copilot is Transforming Learning
 Strategy
Microsoft Copilot Readiness Framework: A Step-by-Step Guide

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