You could try a FB Parent Carer group for your area if there is one? I've found that to be the most practical group for advice - and a bit less intense 😅
I honestly think you could do with connecting with others because you're only just at the start of your journey and there is just SO much to wrap your head around. I have asked so many ridiculous questions along the way but having people to turn to who won't laugh if you need to ask something daft!
Also, I forgot to say in my previous post - the only thing I really ever regret is not trusting my gut instinct at the first school and being persuaded that I was in the wrong. I wish I'd moved my DC earlier as it had a very lasting impact on my DS that took a very long time to unpick (he tried mainstream with a 1:1 and an EHCP before moving to special school). It wouldn't hurt to visit some other schools in the area and meet with their SENCO - do you have any other school-aged DC that you need to consider?
sheffieldparentcarerforum.org.uk/information/education/the-myplan/ - this gives a good overview of a My Plan (I know it's not your area).
Not every local authority called it a My Plan, but the majority do. The process should look the same whatever label they give it - the outcomes should be agreed and set, the strategies implemented and then a review to see how effective the strategies have been. If the outcomes have been set properly and are appropriate, but are not being achieved and a gap remains between DS and his peers, then the next step needs to be taken. In Glos and many other LAs, this is called a My Plan+ (My Plan Plus). I know when we made our application for an EHCP for DD, they expected us to have spent sufficient time on the pathway and it needed to be documented. All the outcomes, strategies and progress had to be demonstrated and only when these failed, could an EHCP be considered.
I'm not sure what area you're in exactly, but this is the Birmingham Local Offer which includes the Graduated Approach. I believe reviews are supposed to take place once a term (at a minimum). www.localofferbirmingham.co.uk/education-health-and-care-plan/the-graduated-approach-sen-support-and-education-health-and-care-plans/
If you head straight for an EHCP application without being able to demonstrate the school has set outcomes, formulated strategies and no progress has been made, they won't agree to assess. An EHCP application comes in two parts - after the application is submitted, they first do an assessment to see if there's a case to assess. If they agree there IS a case to assess they go on to do a full EHCP assessment. It's very, very full of red tape and bureaucracy!
It doesn't matter whether the school is failing your son (and I'm not saying that they are) but the EHCP will only be agreed if the usual SEN strategies aren't working. The school has to provide a certain amount of SEN support, and only if your child's needs exceed this will an EHCP be granted. They don't like giving out an EHCP and it's not easy to get one. If the school isn't on board with your application, it's virtually impossible as you need evidence.
Sorry, I know this is long!! But the short answer is that the school should have documented objectives, strategies and progress, and a review process in place. Without an EHCP all of the support they give is up to them - but it will reflect very poorly if they are ignoring suggestions made by SALT. Has your DS seen an Occupational Therapist? They can be very useful too, especially with sensory needs.
Finally - an Ed Psych referral is like gold dust and I doubt your school would agree to one just yet. They would come in and observe your DS at school and then write a report with lots of recommendations about his difficulties and what he needs. The sooner they get involved the better, but generally schools wait until the EHCP application because again, £££.
If I were you, aside from dealing with this specific issue, I would ask what objectives/outcomes are in place for monitoring your child's progress and his SEN, and how this is being measured. I'd ask for a copy of his My Plan or similar. If there isn't one, I'd ask how it's being recorded and monitored. I'd ask whether the suggestions from SALT and being implemented, and if not, why not.
If the school aren't doing any of the above, I'd move your DS. It's bloody hard work battling a school who aren't on side. You shouldn't have to do this, but it's depressingly common with SEN. There's such an enormous variance in the quality of provision. Some schools are shit with SEN, others brilliant. Oh, and interestingly, some schools which rank worse for OFSTED can be the best for SEN so don't dismiss them entirely! Our school actually ended up in special measures while simultaneously being lauded as the best around for SEN, with the head asking to present talks to other schools!! Different horses for courses and all that!