How to Prepare for Your NDIS Plan Review

Your plan review is your opportunity to update your goals, adjust your funding, and ensure your plan reflects your current needs. Good preparation is the single most important factor in getting a plan that works for you.

When Does a Plan Review Happen?

The NDIA will contact you before your plan expires to schedule a review. Most plans last 12 months, but some can be shorter or longer. You will usually receive a phone call or letter about 90 days before your plan end date.

You can also request an unscheduled review at any time if your circumstances change significantly — for example, a change in your disability, living situation, or support needs. Contact the NDIA on 1800 800 110 to request one.

Plan reviews can be conducted over the phone, via video call, or in person at an NDIA office or your home.

Evidence to Gather

Strong evidence is the foundation of a good plan review outcome. Start collecting these documents well before your review date — ideally 4 to 6 weeks in advance.

Reports from therapists, allied health professionals, and specialists.

Letters or assessments from your GP or medical team.

Progress notes from your current providers.

Records of how you spent your current plan funding.

Evidence of supports that were insufficient or ran out early.

Documentation of any changes in your disability or circumstances.

Photos or records of assistive technology that needs replacing or upgrading.

School or employment reports if relevant to your goals.

Tip: Ask your providers to write a brief letter summarising your progress, ongoing needs, and recommended supports. Provider reports carry significant weight in plan reviews.

Setting Effective Goals

Your goals drive your plan. The NDIA uses your goals to determine what supports and funding you need, so it is worth putting real thought into them.

Be specific about what you want to achieve

Instead of "I want to be more independent," try "I want to learn to cook three meals a week on my own within six months."

Link goals to the supports you need

Explain how specific supports will help you reach each goal. This makes it easier for your planner to justify funding.

Include short-term and long-term goals

Short-term goals show what you want to achieve in this plan period. Long-term goals show the bigger picture of your life aspirations.

Cover all areas of your life

Think about daily living, social participation, employment, health, housing, relationships, and community involvement.

Write them in your own words

Your goals should reflect what matters to you, not what you think the NDIA wants to hear. Authentic goals lead to better plans.

What to Bring to Your Review

Your current NDIS plan document.

A written list of your goals for the next plan period.

All evidence and reports you have gathered.

A summary of what worked and what did not work in your current plan.

A list of supports you need, including any new supports.

A support person or advocate if you would like one present.

Notes about any questions you want to ask your planner.

You are entitled to bring a support person, family member, or independent advocate to your planning meeting. You do not need to go through this process alone.

Find Providers to Support Your New Plan

After your plan review, use Seekara to find and compare verified providers for your updated supports. Filter by location, support type, and availability.

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Related Resources

Understanding Your NDIS Plan Your Rights as an NDIS Participant Self-Managed vs Plan-Managed vs Agency-Managed

Official Resources

NDIS Plan Reviews Preparing for Your Planning Meeting Setting NDIS Goals Request an Unscheduled Review