For local authorities Enterprise
Every EHCP deadline, across your SEN teams.
In Teams, Outlook, Word and Excel. On your own templates.
- Works alongside your case management system
- Set up from your SEN2 return
- Paid pilot first
- Your files stay in your Microsoft 365
- Case numbers, not names
PlendaEHC needs assessment channelTue 13 Oct · dailyexample
Week 16 this week6EHC-0318 · EHC-0322 · EHC-0331 · +3
Final plan due in 14 days4EHC-0287 · EHC-0290 · +2
Advice not back after 6 weeks3EHC-0351 EP · EHC-0356 health · EHC-0360 school
Over 20 weeks2EHC-0244 · EHC-0251
Open in PlendaSort by officer
46.1%
of new EHC plans were issued within 20 weeks in 2025.
Department for Education, June 2026Who builds Plenda
Made for case officers, by a case officer.
- EHC needs assessments
- Annual reviews
- Plan writing
- Panel
- Tribunals
18local authorities worked in
7regions of England
2013first SEND role
Alongside, not instead
Keep your case management system. Plenda works around it.
Stays the same
- Your case management system
- Your templates
- Your SEN2 return
- Your panel process
Plenda adds
- Every legal date, worked out
- Reminders in Teams and Outlook
- Plan checks where you draft
- A central sheet for each team
Setup
Set up from your SEN2 return.
SEN2 return 2026.xmlexample
Requests in progress186
EHC plans1,412
Annual reviews due in 8 weeks203
Phase transfers before 15 Feb148
Names, birth dates, postcodes not kept in a pilot
Every legal date worked out·Law as at Sep 2026
PlendaChat with Jo Malikexample
Plenda13 Oct
EHC-0331: the draft plan went to the family on 6 Oct. Add their response date, 20 Oct, to your calendar?15 days · reg 13(1)Plenda13 Oct
EHC-0322: a consultation went to Kestrel Lane Primary on 8 Oct. Add a reply-by date, 22 Oct, to your calendar?15 days · Code of Practice guidancePlenda13 Oct
6 of your cases have final plan deadlines that aren't in your calendar. Add all 6?week 20 · reg 13(2)Asks first
Plenda asks before it adds or sends anything.
- Only dates missing from your calendar
- You press Send
Ask Plenda
Ask about any case in Teams.
PlendaChatexample
Jo Malik13 Oct
@Plenda which finals are due next week?Plenda13 Oct
4 final plans are due 19 to 23 Oct.EHC-0287 · Mon 19 OctJM
EHC-0290 · Tue 20 OctAK
EHC-0294 · Thu 22 OctRP
EHC-0299 · Fri 23 OctJM
Excel
Works with the Excel tracker you already use.
EHCNA tracker.xlsxSEN teamexampleToday 13 Oct 2026
| A | B | C | D | E | F | G | H | |
|---|---|---|---|---|---|---|---|---|
| Case ref | Name: not read | Date of birth: not read | Officer | Requested | Plenda: week 6 | Plenda: week 20 | Plenda: next step | |
| 3 | EHC-0244 | AK | 5 May 2026 | 16 Jun 2026 | 22 Sep 2026 | 21 days late | ||
| 4 | EHC-0287 | JM | 1 Jun 2026 | 13 Jul 2026 | 19 Oct 2026 | final plan in 6 days | ||
| 5 | EHC-0318 | AK | 23 Jun 2026 | 4 Aug 2026 | 10 Nov 2026 | week 16 today | ||
| 6 | EHC-0322 | RP | 30 Jun 2026 | 11 Aug 2026 | 17 Nov 2026 | week 16 in 7 days | ||
| 7 | EHC-0351 | JM | 25 Aug 2026 | 6 Oct 2026 | 12 Jan 2027 | week 16 in 63 days | ||
| 8 | EHC-0360 | RP | 15 Sep 2026 | 27 Oct 2026 | 2 Feb 2027 | decision in 14 days |
6 cases·2 columns not read·3 columns filled by Plenda
Plan check
Plans checked as you write, in Word or your case system.
EHC plan EHC-0322 (draft).docxexample
house ruleSection B: "Charlie requires adult support in class." This is support, not a need. Try: "Charlie struggles in class without adult support."Your rule: write needs as needs in Section B
vagueSection F: "access to a quiet space as required". No amount, or when.SEND Code of Practice 9.69
house ruleSection D is empty. Your standard wording is ready to insert.Your rule: standard Section D wording
clearSection F: 20 minutes of 1:1 reading with a teaching assistant, 3 times a week.Plan check
3 findings·the law and 2 house rules·your template v4
Draft
A first draft of Section F from the advice. Every line traced.
Advice received
Section F, draft
Your teams
Each team sees its own cases.
| Team | Sees | Told about |
|---|---|---|
| SEN managers | Every team's cases and timeliness | A weekly summary and what's going to panel |
| EHC needs assessment | Requests through to final plans | Week 6 decisions, advice due back, week 16 drafts, week 20 finals |
| Annual reviews | Plans once they're final | Reviews due, decisions due 4 weeks after the meeting, amended plans |
| Post-16 | Year 9 onwards | 31 March transfers and college consultations |
| Panel | Packs sent to panel | The panel list and anything missing from a pack |
Roles
For your role.
Head of SEND
- TimelinessEvery 20-week deadline, by team.
- Annual reviewsDecisions due 4 weeks after the meeting.
- PanelAnything missing from a pack, before it goes.
Finance
- Pilot firstA paid pilot before any licence.
- One priceA yearly licence by size, plus one-off setup.
- Tools you haveTeams, Outlook, Word and Excel.
IT and data protection
- Your Microsoft 365Your files stay there.
- Case numbersNames and dates of birth not read.
- Asks firstNothing added or sent until an officer says yes.
Enterprise
Everything included.
- Your templatesPlans, reviews, advice requests and letters.
- House rulesSet once. Checked in every plan.
- Plan check where you draftIn Word or your case system, against the law and your house rules.
- Draft from the adviceSections A to F, every line traced to its report.
- Setup from SEN2Every case placed from your SEN2 return and allocation sheets.
- Calendar promptsMissing deadlines added once the case owner says yes.
- Case timelineFrom the team inbox, and each officer's mailbox if they opt in.
- Emails ready to sendConsults, chasers and advice requests on your template. You press Send.
- Panel packsFront sheet, folder and gaps, from one message.
- Draft and final packsLetters, the 15-day clock and school consultations.
- Central team sheetsIn your SharePoint. Only Plenda edits them.
- Letter check in OutlookBefore a decision letter goes out.
- Teams breakdownsDaily or weekly, for each team.
- Excel trackerRead, dated, and written only to Plenda's own columns.
- TimelinessAcross the caseload, from your SEN2 file.
- Quality logYour own drafts, ready for inspection.
- Case recordContacts, decisions and documents, as modules you switch on.
- TribunalDeadlines, chronology and bundle index. No arguments for either side.
Plan
Enterprise
A paid pilot, then a yearly licence by size, plus a one-off setup. Invoiced.By sizeTalk to us
Questions
Common questions.
Does Plenda replace our case management system?
No. It works alongside it, in Teams, Outlook, Word and Excel.
Where are our files kept?
In your own Microsoft 365.
Does Plenda read children's names?
Not in the pilot. It works from case numbers and dates.
Does Plenda send emails on its own?
No. It prepares them, and an officer presses Send.
- Every answer shows the law it comes from.
- The same answer for everyone.
- Your options, never a recommendation.
- Families never need an account.