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✓ PLAN REVIEWS ✓ EVIDENCE PREPARATION ✓ NDIS GUIDANCE

How to Prepare for an NDIS Plan Review: A Practical Step-by-Step Guide

An NDIS plan review is a critical opportunity to ensure your supports remain appropriate, effective, and aligned with your goals. Proper preparation can significantly influence the outcome of your plan review and reduce future stress.

1) What Is an NDIS Plan Review?

An NDIS plan review is a formal process where the National Disability Insurance Agency (NDIA) reassesses a participant’s supports, funding, and goals. Reviews can occur at scheduled intervals or when a participant’s circumstances change.

Important: A plan review is not just administrative—it directly impacts the supports you can access for the next plan period.

2) Start Preparing Early

Preparation should begin months before your review date. Waiting until the last minute often leads to incomplete evidence and missed opportunities.

What to do early:
  • Track which supports are working well
  • Identify gaps or unmet needs
  • Note any changes in health, housing, or daily functioning

3) Gather Supporting Evidence

Evidence is the foundation of a successful plan review. The NDIA relies heavily on written documentation to justify changes to funding or supports.

Common evidence includes:
  • Reports from allied health professionals
  • Support letters outlining functional impact
  • Progress reports from providers
  • Incident or risk documentation where relevant

4) Review Your Current Goals

Goals guide funding decisions. If your goals are unclear, outdated, or poorly articulated, your supports may not align with your actual needs.

Professional insight: Goals should reflect both current needs and realistic future outcomes, not just general statements.

5) Understand What Is and Is Not Working

Be prepared to clearly explain which supports have been effective and which have not. This helps justify adjustments rather than reductions.

6) Get Professional Support

Many participants choose to work with a Support Coordinator or experienced provider to prepare for a plan review. This can improve clarity, evidence quality, and confidence.

Support can help you:
  • Identify missing or weak evidence
  • Structure goals clearly
  • Prepare for review meetings
  • Reduce stress and uncertainty

7) What Happens After the Review?

After the review, a new plan is issued outlining approved supports and funding. Reviewing the new plan carefully ensures it reflects what was discussed.

Tip: If the outcome does not reflect your needs, there may be options for clarification or further review.

Preparing for an NDIS Plan Review?

If you would like guidance preparing for an upcoming plan review, our team can help you understand the process and prepare effectively.

Request a Call Back