How to Prepare for an NDIS Plan Review
A guide to preparing for an NDIS plan review so the conversation covers your goals, current needs and the supports in your plan.
What Is a Plan Review?
An NDIS plan reassessment looks at whether you need a new plan with different supports. It gives you an opportunity to explain what is working, what has changed and where your current supports no longer meet your needs.
The NDIA may contact you as your reassessment date approaches. You can also ask for an earlier reassessment if there has been a significant and ongoing change to your support needs or circumstances. An early request needs the required form and evidence. A Support Coordinator can help you prepare, but the request needs to come from you or your authorised nominee or child representative.
A plan reassessment considers your supports and funding. Eligibility reassessment is a separate process. The NDIA will let you know if it needs to check whether you still meet the NDIS eligibility requirements.
Gathering the Right Evidence
Gather information that shows how your current supports work in everyday life. Relevant reports from treating health professionals, therapists or support workers can explain your support needs, changes in your situation and the help you may need next. Existing progress notes can also provide useful examples.
If you have a Support Coordinator, ask whether they can help you organise this information. Check with your my NDIS contact about the evidence needed for your situation, including how recent it should be. A report or recommendation helps explain your needs, but does not guarantee a particular funding decision.
Articulating Your Goals Clearly
Think about what matters to you and what you would like to do next. Your goals might involve managing more tasks at home, spending time with people you enjoy, joining community activities, studying or considering a different living arrangement. Use your own words and practical examples.
For each goal, consider what you can already do, what gets in the way and what support would help. You do not need polished language or a separate goal for every support. Clear goals can guide the conversation, while the NDIA still needs to assess proposed supports against its funding criteria.
Who to Bring and What to Expect
If a meeting is arranged, you can ask to have someone you trust with you, such as a family member, friend or Support Coordinator. Let your my NDIS contact know about communication or accessibility needs and ask what arrangements are available.
Bring your main questions and a short set of notes about what you want to explain. Ask for unfamiliar terms to be explained and take notes about decisions or next steps. If something remains unclear, ask who can follow it up. Once a decision is made, read the written explanation and ask for more detail if you need it.