Every year, NDIS participants undergo a plan review, a crucial opportunity to ensure their plan aligns with their goals. Common concerns include potential funding cuts, plan effectiveness, equipment acquisition, and the timing of the new plan. To make the most of this review, it’s vital to prepare thoroughly. Below, we provide ten helpful tips for your upcoming NDIS plan reassessment.
Understanding the Process
The NDIS plan review process begins with a participant check-in. NDIS will contact you as your current plan approaches its end to schedule a review meeting. During this call, they’ll inquire about your current plan’s performance and any changes in your circumstances over the past year. This helps NDIS tailor the review to your specific needs. While some participants may not require a full review, others who have experienced significant changes will have their needs assessed.
You can choose how you want to conduct the review meeting—via phone, video call, or in-person—based on your preference.
Preparing for Your Plan Review Meeting
For the meeting, you may need to provide reports or assessments from your service providers to demonstrate how their support and services are helping you achieve your goals. These documents can also suggest additional services or supports you might require in the future.
Tips for Effective Preparation
- Review Your Original Goals: Before the meeting, revisit your initial goals to see if they still align with your priorities. If you’ve made progress, mark them as achieved. Take note of the support you received during the year and assess its contribution to your goal achievement. Identify any new goals or aspirations to discuss during the meeting.
- Gather Your Documents: Collect all necessary documentation ahead of time. This streamlines the process and ensures you can present your needs clearly. Keep medical, health, and education documents in one accessible location.
- Be Specific: Be clear and specific about your goals, needs, and desired lifestyle. Document them and discuss them during the meeting to facilitate a better understanding of your requirements.
- Learn the Terminology: Familiarize yourself with NDIS terminology, such as “center-based service,” “support plan,” and “funded supports.” Understanding these terms will help you navigate the available resources effectively.
- Research and Information Gathering: Request an updated budget report from your NDIS plan manager and gather information from service providers. Seek insights from other participants who have undergone plan reviews to enhance your preparedness.
- Anticipate Future Needs: Consider potential future needs and any life changes that may arise. Discuss these during the meeting to ensure your next plan accommodates them.
- Seek Professional Advice: If you’re unsure about certain aspects, seek guidance from disability advocacy organizations or service providers. They can provide valuable insights to prepare for the plan review.
Your NDIS plan reassessment is an opportunity to address your evolving needs. Don’t hesitate to discuss concerns with your planner during the meeting. Moreover, if your circumstances change before the scheduled review, you can request an earlier assessment from the NDIS. These tips will assist you in preparing effectively for your plan review.