Preparing For an NDIS Plan Review

Over time, NDIS participant’s needs change, especially when it comes to the kind of support they require. It’s why, typically every 12 months, every participant undergoes an NDIS plan review.


We spoke with OnSide Support Coordinator Fleur to learn more about how best to prepare for an NDIS plan review, including how an independent Support Coordinator can be a great advocate along the way. 


What is an NDIS plan review?


An NDIS plan review is a great opportunity to review what’s working (and what’s not) for a participant in terms of their supports. The NDIS reaches out to schedule a review meeting nearing the plan end date and check in to see how it’s been going and whether or not any circumstances have changed.


The review meeting itself is an informal conversation about the participant’s progress towards their plan goals. The entire process may take a few months to complete from start to finish too, depending on when in the year your review falls, so it’s important to be patient and be prepared.


At OnSide, our dedicated NDIS Support Coordinators are always monitoring our customer’s plans and making recommendations throughout the year, but we also schedule a check-in meeting at the 9 month mark to start preparing for the annual review meeting.


How to best prepare for your NDIS plan review


Preparing for your NDIS plan review involves a lot of moving pieces, including gathering reports and reflecting on goals. Here are Fleur’s top tips for what to look out for when you’re getting ready to review. 


1. Collect all documentation

“Collect progress reports, quotes and any supporting documentation about six to eight weeks prior to your review,” Fleur advises. “If you have a Support Coordinator, they should be able to do that for you.” 


2. Consider assistive technology or equipment needs

“It’s important to bring a list of equipment or assistive technology you think you might need throughout the course of the next plan to your meeting,” Fleur explains.


“I think this is often something that people forget,” she warns. “What happens is that if it’s not included in the plan, we then have to request another plan review to have the funding added.” 


3. Review and update goals regularly

“Quite often, goals get overlooked, or you end up referring back to old goals that aren’t necessarily relevant anymore,” Fleur offers. “Add any new goals that you’ve liked or that you think are relevant.” 


“It might be something you want to achieve in three or four years’ time, but add in the smaller steps you need to take to move you closer to achieving that bigger goal.” 


4. List out every support service you use

Noting down all the different kinds of support you receive can make the plan review process that much smoother. From your mainstream supports like you GP, support worker and education provider, to any informal supports like extended family, friends and neighbours. 


“But most importantly, have a list of all your current providers that you’re currently using and whether or not you want to continue using those providers,” she recommends. “It’s important not only for your Support Coordinator, but also helpful for the NDIS to know which providers you’ve engaged.”


5. Keep a daily log

“This includes what activities you do each day and what each day looks like for you,” she explains. “We want to record everything from when you get up, to when you have breakfast and/or morning tea – all the little bits in between that might sound a little bit mundane, but can impact what supports are included in your plan.”


“Also keep a list of the ‘sometimes activities’ you do,” Fleur offers. “If you occasionally go to a concert, or on holidays, or even spend a week with your parents up in the country – we need to know those things as well. Your supports might cease for that temporary period or we might need to allocate extra funding.” 


6. Jot down any questions

As you get closer to your review, note down any questions you might have about your plan, goals or funding. The review meeting is your chance to make sure you’re getting the right support you need, so don’t be afraid to ask lots of questions.


Are you looking for independent Support Coordination?


OnSide is independent, which means we aren’t affiliated with any other service providers so we can give you unbiased support to find the right service providers for you and your goals. To get started, give our team a call on 1800 322 522 for a no-obligation chat about your options.