— Plan reviews
How to prepare for your plan review.
To prepare for an NDIS plan review: read your current goals, collect recent reports from your treating team, write down what a normal week of support actually looks like, list what did not work and why, decide what you want funded next, and bring someone with you. Start two to three months before your plan end date — reports take longer to arrive than people expect.
The Care Coordinators · Updated 15 September 2026
Six steps, in order
- Find your goals and read them again. Open your current plan and read the goals section. Your review is measured against those words, so know what they say before the meeting.
- Collect the evidence. Gather reports from your therapists, GP, specialists and support workers, ideally written in the last six months and speaking to function rather than diagnosis.
- Write down what a normal week actually looks like. Hours of support used, what you paid for privately, what you went without, what a bad week looks like compared with a good one.
- List what did not work and why. Supports that fell over, providers who could not staff the roster, funding that ran out early. Specifics with dates carry far more weight than general dissatisfaction.
- Decide what you want next. New goals, more hours, a different level of coordination, assistive technology, housing. Put numbers against them where you can.
- Bring someone with you. A coordinator, family member or advocate. Two sets of ears in a planning meeting is never a bad idea.
The printable checklist
Take this to your review
- Current plan, with the goals section flagged
- Therapy and specialist reports from the last six months
- A written week: hours used, supports missed, what you paid privately
- Notes on what fell over during this plan, with dates
- A list of what you want funded next, with numbers where possible
- Quotes for assistive technology or modifications, if relevant
- Your goals for the next twelve months, in your own words
- Someone to come with you — coordinator, family member or advocate
What the NDIA is actually looking for
Function, not diagnosis. A report saying you have a condition changes nothing; a report saying you cannot shower safely without assistance, and what happens when nobody is there, changes the plan. When you read a draft report, ask whether a stranger could tell from it what your day is like.
The mistake most people make
Presenting a good week. Reviews often happen when things are stable, and it is natural to describe the version of your life where supports are working. But the plan has to cover the bad weeks too, so the review needs to describe both — honestly, and with the difference between them spelled out.
We write progress reports and attend reviews with the participants we work with. See plan reviews and advocacy.
Plan review questions
How do I prepare for an NDIS plan review?
Read your current goals, collect recent reports from your treating team, write down what a normal week of support actually looks like, list what did not work and why, decide what you want funded next, and bring someone with you to the meeting. Evidence about function — what you can and cannot do, and what support changes that — carries the most weight.
What evidence does the NDIA want for a plan review?
Recent written reports that describe functional impact: what you can do, what you cannot, what support changes that, and what happens without it. Reports from therapists, a GP or specialist, and observations from support workers are all useful. Anything more than about twelve months old is usually discounted.
How far ahead should I start preparing?
Two to three months before the plan end date. Therapy reports take time to write, and if a report is late the review often proceeds without it — which usually means a plan that repeats the current one.
Can my support coordinator attend the review with me?
Yes, and it is usually a good idea. A coordinator can speak to what has been tried, what the market actually offers and where funding fell short, which is exactly the evidence the planner needs.
What if my new plan is wrong?
You can ask for an internal review of the decision within three months of receiving it, and you can request a plan variation if circumstances change. Both need documented reasons, which is why keeping notes during the plan year matters.
Review coming up and no idea where to start?
We prepare reviews with participants every month — call and ask.