Casework for education settings

All our work is person-centred, which means we put children and young people at the heart of what we do.

Through assessments and consultation, we aim to get the clearest possible picture of a child’s learning, social skills, communication skills, and emotional wellbeing.

We will involve your education setting throughout the different stages of casework. If you have any specific questions or need more information, contact your setting’s Educational Psychologist (EP).


During a consultation, important adults and professionals in a child or young person’s life will discuss their strengths, interests, aspirations, and areas of need with the EP.

These adults include:

  • Parents/carers
  • Teachers and/or other school staff
  • Other relevant adults/professionals

The young person may also be invited to join the meeting or to share their views in another way.

The meeting will provide a space to problem-solve and gain an in-depth understanding of the child or young person’s situation. The consultation will usually last 1–1.5 hours.

After the meeting, the EP or setting staff may provide a written report, a hand-written or computer-generated graphic, or a summary of the key points and next steps. This will be shared with all members of the meeting.

There will be a follow-up meeting to discuss the child or young person’s progress. This will involve the young person (where appropriate), their parents/carers, and school staff. The EP may be invited to join this meeting.


EP assessments are a way to gain an understanding of a child or young person’s life, including their needs, views, and strengths. This process can vary, as every child and their situation is different.

Assessment could include:

  • discussion
  • talking to a child or young person about their views using a range of approaches, such as card sorting activities
  • observation
  • cognitive assessment

All EP assessments are ethical and follow the British Psychological Society ethical guidelines.

Staff problem solving surgeries

These sessions facilitate an informal discussion between school staff and an EP to enhance their teaching practice. The issues discussed can relate to any aspect of their role, including:

  • concerns around how to help an individual child or group
  • supporting children with a particular difficulty (e.g., working memory, motivation)
  • monitoring and evaluating progress
  • managing relationships
  • systemic issues within the school and/or community, etc.

Typically, the sessions are attended by one staff member and last for around 30 minutes. However, sometimes several staff can attend together as they are the people who know the students best, or they are experiencing similar barriers across classrooms. These joint sessions will usually last 45 minutes.

EPs primarily use collaborative problem-solving to help staff enhance their teaching practice and support their students. However, they also give staff an opportunity to speak directly with an external professional who can offer a different perspective. The sessions allow staff to discuss systems, processes, and school-based barriers, including those they might be unable or feel uncomfortable talking about with their colleagues or line-management.

Contact your school’s EP for more information about these problem-solving sessions.