Preparing for Your NDIS Plan Review
An NDIS plan review is a good time to look at your goals, supports, progress and future needs. Good preparation can help you explain what support is working and what may need to change.
What Is an NDIS Plan Review?
An NDIS plan review is when a participant’s current NDIS plan, goals and supports are reviewed. It helps check whether the current supports are still suitable and whether any changes are needed.
A participant’s life can change over time. Support needs, health needs, living arrangements, family support, community goals and daily routines may change. This is why preparing for the review is important.
Advice Care encourages participants, families and support coordinators to prepare early and collect helpful information before the review.
Review Goals
Check your current goals and think about what goals are still important.
Review Supports
Look at what supports are working well and what support may need to change.
Plan Ahead
Think about future needs, independence, safety and community participation.
Why Preparation Is Important
Good preparation can help you explain your needs clearly. It can also help you show what support has helped you and what areas still need more support.
Before the review, it is useful to think about your daily life, your goals, your risks, your progress and any support gaps. You may also want help from a support coordinator, family member, advocate or trusted person.
- Review current goals and progress
- Identify support needs that have changed
- Collect reports and service evidence
- Think about risks and safety needs
- Prepare questions for the review
- Ask for support if you need help preparing
Information to Gather Before Your Review
Helpful documents and information can support your review. These may show your support needs, progress, risks, goals and daily living challenges.
Current NDIS Plan
Review your current plan, goals, budgets and support categories.
Support Notes
Support notes can show what support was provided and what outcomes were achieved.
Therapy Reports
Allied health reports may explain progress, needs and future recommendations.
Medical Information
Health information may help explain current care and support needs.
Risk Information
Include information about falls, behaviours, safety concerns or support risks.
Goal Progress
Write down what goals have improved and what goals still need support.
Questions to Think About
Before the review, it is useful to think about your current life and support needs. These questions can help you prepare.
What goals have you achieved? What support helped you? What support did not work well? Has your health changed? Has your family support changed? Do you need more help at home, in the community or with daily living skills?
You can write down your answers and bring them to your review. You can also ask a support coordinator, family member or advocate to help you prepare.
Common Areas to Review
Community Access
Review support for appointments, shopping, activities and social connection.
Community ParticipationTransport
Review transport needs for appointments, community access and daily tasks.
Transport SupportHealth Support
Review nursing, medication support, wellbeing and health-related needs.
Community NursingSocial Work Support
Review advocacy, wellbeing, family support and service connection needs.
Social WorkHow Advice Care Can Help
Advice Care can support participants by discussing current supports, goals and service needs. We can also work with families and support coordinators where participant consent is provided.
We can help identify what supports are being used, what support gaps may exist and what services may be useful in the future.
- Support planning discussions
- Review of current support needs
- Information about available services
- Referral support for participants
- Communication with support coordinators where consent is provided
- Support with daily living and community goals
Need Help Preparing?
Contact Advice Care to discuss support needs, goals and service options before your review.
Contact UsPreparing for an NDIS Plan Review?
Advice Care can help you understand support planning, service options and referral pathways.
Contact Advice CareFrequently Asked Questions
When should I start preparing for my NDIS plan review?
It is helpful to start preparing several weeks before the review so you have time to collect reports, notes and support information.
What documents may help with my review?
Your current plan, support notes, therapy reports, medical information, risk information and goal progress notes may help.
Can a support coordinator help me prepare?
Yes. A support coordinator can help you review goals, gather documents and explain support needs.
Can Advice Care help before my review?
Advice Care can discuss current supports, support planning and service options where suitable.