Preparing for your plan review

What to expect

The plan review experience will start with a participant check in, where we contact you near your current plan end date to book your plan review meeting.

As part of this call, we will check in with you and see how you are going with your current NDIS plan, and if your circumstances have changed in the last year. 

This will help us prepare for your plan review meeting, and make sure we have the information we need to make sure your plan review experience is personalised to your needs. 

For some participants, a full plan review will not be needed and we will not need to ask you all of the planning questions. 

This means your LAC, or NDIA planner can spend more time checking in with you, see how you’re going, and answer any questions you may have about your NDIS plan. 

If your circumstances have changed or you would like a full plan review, we will work with you to understand what information you may need to provide. 

You can have your plan review meeting face-to-face, over the phone, or even via a video call if available - whatever suits you best. You will also have the option to invite supports along to your check-in, such as a family member, friend or Support Coordinator.  

Information you need for your plan review meeting

You may need to provide assessments or reports from some of your service providers for your plan review meeting. This is to show how your supports and services are helping you achieve your goals.

These reports can also make recommendations for supports and services you might need in the future. Your ECEI Coordinator, LAC or the NDIA will discuss this with you.

Tips for preparing for your plan review

In the lead up to your plan review think about:

  • What worked well in your plan
  • What didn’t work well
  • Have you achieved your goals or made progress towards achieving them
  • Which goals you need to continue to work on and which goals you need to change
  • Who can help you achieve your goals
  • Will you need NDIS support in the future
  • Would you like to change how all or some of your plan funding is managed.

You do not need to pick new goals at each plan review but your plan, supports and services should be helping you make progress, achieve new things and eventually, achieve your long-term goals.

Find out what to expect in your plan review meeting.

Longer plan durations for participants in a stable situation

Participants are able to request plan durations of up to three (3) years.

For participants with support needs which are unlikely to change, a long plan duration means they can carry on with their lives without needing to go through frequent plan review processes.

These longer term plans are designed for participants who are:

  • in a stable situation with their support needs unlikely to change
  • confident in using their funding to achieve their goals 
  • focused on longer term goals such as learning new skills, employment or becoming more active in the community. 

To find out if a longer plan duration is suitable for your situation, please talk with your LAC or planner. 

To prepare for this conversation, you will want to consider:

  • any life changes you’re expecting to make over the next three years (e.g. leaving school, starting or leaving work or a change in your living situation)
  • how connected you are with your social and community supports
  • your goals and preferences around plan duration. 

If your circumstances change at any time during your plan period, your LAC or planner will be able to help you review your support needs and undertake a plan review if required to ensure your plan will suit your new situation.

This page current as of
9 September 2020