The Ultimate Checklist for NDIS Plan Reviews

Preparing for an NDIS plan review can feel overwhelming. Without proper preparation, participants may miss opportunities to adjust funding or update goals. This guide provides a comprehensive checklist to ensure plan reviews are smooth, effective and aligned with participant needs.

Step 1 – Gather Necessary Documents

• Previous NDIS plan

• Progress reports from therapists and support providers

• Invoices or receipts for services used

• Any relevant medical reports or assessments

Step 2 – Evaluate Participant Goals

• Review existing goals and progress

• Identify goals that have been achieved or need adjustment

• Highlight new goals based on participant’s evolving needs

Step 3 – Prepare Questions for the Planner

• What supports can be adjusted or increased?

• Are there new funding options available?

• How can goals be better aligned with participant priorities?

Step 4 – Organize Your Notes

• Create a summary of achievements and challenges

• Include documentation that demonstrates outcomes and needs

• Use tables or charts for clarity

Step 5 – Submit Required Forms

• Ensure all requested forms are completed and submitted on time

• Confirm receipt with NDIS portal or planner

Conclusion

Following this checklist will make NDIS plan reviews more productive, giving participants the best chance to adjust funding and achieve their goals.

Frequently asked questions

How often can I review my NDIS plan?

Plan reviews usually occur every 12 months but can be requested sooner if needs change.

Can a plan review increase funding?

Yes, plan reviews allow for adjustments based on participant progress and changing needs.

Do I need a support coordinator for a review?

A support coordinator can guide the process but is not mandatory.