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How to prepare for your NDIS plan review

Two men sitting in a meeting room, talking

A plan review is your chance to look back on your last NDIS plan and consider what worked well and what you might like to try or change. Here are our tips on how to get ready for your review meeting.

Your NDIS plan is normally reviewed annually but can be more or less frequent depending on the plan and your circumstances.

The NDIS should contact you around six weeks before your plan review due date. You can choose whether to have your plan review meeting over the phone or a face-to-face meeting, although the NDIS is offering fewer face-to-face meetings due to COVID-19. You can bring along someone from your support network (family member, friend, advocate or support coordinator) to the review meeting.

During your plan review your planner or LAC will go through your current plan goals where you will discuss what worked well and what didn’t work so well. You may have achieved some of your goals or made progress towards achieving them.  You will have the opportunity to discuss what changes you would like to make in your new plan and set new goals you would like to work on.

Your goals are really important as they relate to the supports and services you can use in your plan. You do not need to set new goals at each plan review.  Don’t worry if you haven’t been able to create your own new goals as your planner/LAC will be able to work with you with creating your unique goals based on the discussion in the review meeting.

Tips for preparing for your NDIS plan review

  1. Get in contact with your service providers and ask for end of plan progress reports which you can take to your review meeting. The end of plan report should include how their sessions have helped you to work toward or achieve your goals. They should also include the anticipated support required for your new plan including any assistive technology or home modifications that will support you to reach your goals. Your therapists will be able to provide you with any relevant assessments or quotes. Remember to allocate funding from your current plan to pay your providers for their time spent preparing your end of plan progress reports!
  2. Consider whether the way you’re managing your plan is working.  We have some tips on choosing how to manage your plan. If you’d like to get plan management added into your plan, you can use our plan management request letter.
  3. Prepare a schedule of your current supports including a weekly/fortnightly timetable that shows what supports you are currently receiving. This is a really good opportunity to reflect on your current plan and note the changes you would like to make for your new plan. You can use MPM’s Free Budget Calculator to find out how much funding you will need to pay for your ideal amount of supports.
  4. If you have any questions you want to ask, write these down beforehand and take them with you so you remember to ask them in the meeting. Being prepared for your plan review and providing as much information as possible will help to ensure your new plan meets your needs.

If something has changed in your life that has affected your current supports and needs, don’t wait for your plan review – apply for a change of circumstances and have your plan reviewed urgently.


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My Plan Manager: NDIS Plan Management