Whole Setting Cohort Overview
A simple but effective Excel tracker designed to help early years leaders see the bigger picture across their whole cohort.
Rather than looking at SEND, funding, EAL, attendance or development in isolation, this resource brings key information together in one place so managers can quickly identify patterns, overlapping needs and areas that may need further attention.
The tracker is designed to be easy to maintain, with dropdown menus, automatic counts and a clear dashboard that updates as information is entered.
Includes:
Child name, DOB, age group and key person
Sex / gender overview
EAL
EYPP
Funding type
SEND status
Primary area of need
EHCP status
External professional involvement
Attendance concerns
Development / progress concerns
Transition concerns
Safeguarding / vulnerability flag
Current priority / next action
Review dates
Action Priority RAG
Automatic multiple-factor count
Whole-setting dashboard
The dashboard gives leaders a quick snapshot of the cohort, including:
Total children
Boys / girls split
EAL
EYPP
Working Parent Entitlement
Early Learning 2-year-old funding
SEND and emerging concerns
EHCP / assessment
External professional involvement
Attendance and development concerns
Children with multiple overlapping factors
Breakdown by primary area of SEND need
Ideal for nursery managers, SENCos, deputies, childminders and early years leaders who want a clearer overview of their cohort without creating another complicated system.
Useful for leadership meetings, termly reviews, curriculum planning, inclusion discussions, staffing decisions and identifying where additional support may be needed.
See the whole cohort. Spot the patterns. Plan your next steps.