Outreach referral process

  • Referral form emailed to STS – Steps to Success Outreach referral form 2021-2022
  • Initial paperwork is sent out and an initial meeting is arranged with the school to discuss the nature of the support required.
  • Classroom observations are carried out (usually 2 but can be more dependent on need)
  • Parent/Carer home visit.
  • Meeting is held with STS and school staff to agree intervention contract including the level of support.
  • Implementation and monitoring of the intervention plan for 6 weeks.
  • Joint review with the school.
1  Receive referral form  Referral form sent by schools to Steps to Success Outreach.   
2  Initial information gathering information collected and outreach worker allocated to case.  PB to email letter to school with PDP and school initial information gathering form. Add information to the data base.  


School Initial information gathering form and PDP to be returned by the school. Cases allocated to dedicated outreach worker. 

Outreach worker to arrange initial observation and date for meeting with all staff involved. 

3  Initial observation  Undertaken by dedicated outreach worker on Observation Form, ensuring outcome and way forwards are completed. 


Check of against the initial information gathering form what strategies the school are using and their effectiveness 

4  Initial meeting with school    Dedicated outreach worker to hold a meeting with school and discuss the initial information gathering form and PDP.  


Discuss the support that can be put in place along with expectations for the school and worker. 

5  Home visit/ Teams meeting  Undertaken by dedicated outreach worker BEFORE any work with pupil. This can be completed by Microsoft Teams or a home visit is preferable. 


6  2nd observation 

Possibly 3rd depending on case 

Undertaken by dedicated outreach worker on Observation Form, ensuring outcome and way forwards are completed. 


Shorter obs transitions etc if needed  

7  Contract written and shared  Meeting with mainstream staff and outreach worker to discuss Outreach Contract. Ensure a review date is agreed at this meeting. 

Parent / Carers to be kept informed with regards to the outcome of meetings. 

8  Support begins  Dedicated outreach worker to undertake maximum of 6 weeks support, to document on Chronology Log, Summary Record and database time sheet. Regular updates to be shared with school and home.   
9  Review meeting  Outreach Contract to be reviewed half termly. 

If support is to continue a new Contract will be completed.  

If support is to end an End of Outreach Report to be completed and sent to school.  A copy to be uploaded into child’s folder. 

10  Any others  Meeting record to be completed if any meetings are attended by Outreach. 

If requested by other agencies an Outreach Report to be completed and uploaded into child’s folder. 

If a case goes to FAP then an Outreach Report to be completed. 

A school evaluation form should be completed at the end of any case. Schools will also be asked to complete an evaluation form at the end of each full-term December, April and July. 


“Whitehouse Pupil Referral Unit is a calm and friendly environment.”


“Pupils are happy, enjoy coming to school and say that they feel safe.”


“Staff know the pupils well and pupils respond to these positive relationships.”


“Parents comment that their children’s behaviour improves significantly after joining the school.”


“By the time a pupil leaves the school, they are well prepared for either mainstream school or specialist provision.”


“Leaders, staff and governors are ambitious for pupils to achieve their potentials.”


“Teachers encourage pupils to develop a love of reading. Pupils have access to lots of different types of books.”


“Pupils enjoy taking part in a wide range of activities that broaden their learning.”


“Pupils can concentrate on their work because behaviour is managed exceptionally well.”


“Members of the governing body and the wider academy trust are ambitious for the school and for what pupils can achieve.”


“Pupils’ ability to manage their own anger and emotions improves after joining the school.”