Call Us
Back to Blog
NDIS Tips

Essential Tips for Your NDIS Plan Review

Sarah Mitchell
January 15, 2025
8 min read
NDIS Plan Review Preparation

Your NDIS plan review is a crucial opportunity to reflect on your progress, reassess your goals, and ensure you have the right supports in place for the next 12 months. With proper preparation, you can make the most of this meeting and advocate effectively for the services you need.

Why Your Plan Review Matters

Your NDIS plan review is more than just a formality—it's your chance to take control of your supports and ensure your plan truly reflects your current needs and future aspirations. The NDIS recognizes that your circumstances, goals, and support needs can change over time, and the plan review process is designed to accommodate these changes.

8 Essential Preparation Tips

1. Start Early

Begin preparing at least 6-8 weeks before your scheduled review. This gives you time to gather evidence, reflect on your progress, and identify any gaps in your current plan.

2. Track Your Progress

Document how you've worked toward your goals throughout the year. Include both successes and challenges—this paints a complete picture for your planner.

3. Gather Evidence

Collect reports from your support team: therapists, support coordinators, healthcare providers, and family members. Their professional observations strengthen your case.

4. Review Your Current Plan

Understand what's working well and what isn't. Note any services you didn't use and explain why—perhaps they weren't the right fit, or your needs changed.

5. Set New Goals

Think about your aspirations for the next 12 months. Goals should be SMART: Specific, Measurable, Achievable, Relevant, and Time-bound.

6. Calculate Your Needs

Work with your support coordinator to estimate the hours and funding required for each support category. Be realistic about what you need to achieve your goals.

7. Practice Your Story

Rehearse how you'll explain your situation, progress, and needs. Consider bringing a support person who can advocate alongside you.

8. Prepare Questions

Write down anything you're uncertain about—funding categories, provider choices, plan management options, or new NDIS policies.

What to Bring to Your Review Meeting

  • Your current NDIS plan and any relevant documents
  • Progress reports from therapists and support workers
  • Medical reports or assessments from healthcare professionals
  • List of your goals for the next 12 months
  • Budget breakdown showing how you plan to use your funding
  • Questions or concerns about your plan

Common Mistakes to Avoid

Many participants struggle during plan reviews because they're unprepared or unclear about the process. Avoid these common pitfalls:

  • Waiting until the last minute to prepare documentation
  • Not involving your support network in the preparation process
  • Failing to articulate how supports link to your goals
  • Being vague about your needs or progress
  • Not asking for clarification when you don't understand something
  • Accepting a plan you're unhappy with without requesting a review

After Your Review Meeting

Once your meeting is complete, you'll receive your new plan within 3-6 weeks (sometimes longer). Review it carefully to ensure all discussed supports are included. If you're not satisfied, you have the right to request a plan review or appeal the decision.

Need Help with Your Plan Review?

Our experienced support coordinators at WellVibe can help you prepare for your NDIS plan review, gather evidence, and ensure you get the supports you need.

Contact Us Today