NDIS Plan Review: How to Prepare and What to Expect

Preparing for Your NDIS Plan Review

Your NDIS plan review is your opportunity to ensure your funding reflects your current needs and goals. Good preparation can make a significant difference to your outcome.

When Does a Plan Review Happen?

Plan reviews typically occur:

• At the end of your current plan period (usually 12 months)
• When you request a plan reassessment due to changed circumstances
• When the NDIA initiates a review

What to Prepare

1. Evidence of Current Supports

• Reports from your therapists and support workers
• Progress notes and outcome measurements
• Invoices showing how you've used your funding

2. Evidence of Unmet Needs

• Documentation of supports you couldn't access
• Waitlist letters from providers
• Letters from medical professionals supporting additional funding

3. Updated Goals

• What you've achieved in the current plan period
• New goals for the next period
• How your goals align with NDIS outcomes

4. Functional Impact Statements

• How your disability affects your daily life
• What supports you need to participate in the community
• Any changes in your condition or circumstances

Tips for the Review Meeting

• Bring a support person if you'd like
• Be specific about what you need and why
• Use the NDIS language — talk about "reasonable and necessary" supports
• Don't be afraid to ask for what you need

How Align Network Can Help

Our plan managers can help you prepare for your review with budget reports, utilisation summaries, and guidance on what to request. Contact us to learn more.