How to prepare for an NDIS plan review

Your NDIS plan review is your opportunity to reflect on what’s been working, identify what hasn’t, and make sure your next plan properly reflects your current needs and goals. With the right preparation, you can go into the conversation feeling informed and confident.

When does a plan review happen?

Most NDIS plans run for 12 months, after which a review takes place. You can also request a plan review at any time if your circumstances have changed significantly, for example, if your health has deteriorated, your living situation has changed, or your current plan isn’t meeting your needs.

Start early

Don’t wait until the week before your review. Start preparing at least 2–3 months ahead. This gives you time to gather evidence, talk with your support team, and think through what you want to say.

Review your current plan

Look back at your goals and ask yourself honestly: How much progress have I made? Which supports have worked well? Which haven’t worked, or haven’t been used? Has anything changed in my life that my plan doesn’t currently reflect?

Gather supporting evidence

Evidence is important. Ask the people who support you, therapists, support workers, GPs, to write reports or letters describing your needs and what’s been happening. The more specific, the better. Focus on:

• Functional impact — how your disability affects your daily life
• What supports have been put in place and why
• What goals you’ve been working toward and what progress looks like
• Any gaps or unmet needs that your current plan doesn’t cover

Know your goals

Think carefully about what you want to achieve in the next plan period. Goals should be meaningful to you — not just about managing daily life, but about what you want to do, experience, or build over time.

Work with your support coordinator

If you have a support coordinator, they should be helping you prepare for your review as part of their role. This includes helping you gather evidence, document what’s working and what isn’t, and put together a clear picture of your support needs going forward.

Bring someone with you

You are allowed to bring a support person, family member, carer, or advocate to your planning meeting. Having someone there can help you feel more confident and make sure your voice is heard. For more information on plan reviews, visit the NDIS website.

Get started with CoAct Support Coordination Services

CoAct Support Coordination is a new service designed to help NDIS participants get the most out of their plans with the right supports in place.

If you’re looking for guidance navigating the NDIS, connecting with providers, or making sense of your NDIS plan call us on 1800 226 228 or register your interest.