Reviewing Your NDIS Plan and Progress

Reviewing your NDIS Plan and Progress

Plan review for NDIS participants:

Plan lengths vary depending on your circumstances. You will be contacted before your plan ends to discuss a review of your plan.

The review of your plan will be conducted face-to-face or over the phone, depending on what you prefer. You can include a family member, friend, advocate, a nominee or third party decision-maker, or another person in the review.

Plan review for children:

The aim of early intervention is to reduce the impact of a person’s disability or developmental delay on their daily life by providing support as early as possible. If your child receives ECEI support, their review will usually be with your child’s ECEI Coordinator.

Your child’s access to the NDIS will be assessed at each plan review. The timing of their review will depend on your child’s needs. This is to check that ECEI supports are effective and supporting your child. If your child’s development has improved and they have achieved their goals, they may no longer need support from the NDIS.

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

Reports I need to provide: For example, a progress report from my occupational therapist.

Preparing for your plan review

Reviewing your plan is an opportunity to check that your supports and services are helping you to achieve your goals. It’s important that your NDIS plan and funding continue to work well for you and are adjusted as your life and goals change.

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?
  • Any assistive technology that is ageing needs replacement or is no longer suitable.

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.

In preparation for your plan review, please bring along progress reports from your therapists or health professionals.

Your plan may change over time

The NDIS is designed to increase your skills and independence so you can live a better life. As you work towards and achieve your goals, the amount of support you need will likely change.

If a service, early intervention support, or assistive technology has increased your independence and decreased your need for additional support, you may need less funding, or no longer need any funding through an NDIS plan.

You may not need NDIS funding now, but you can contact us again in the future.

People who have an episodic disability (a disability where the impact on your day-to-day life fluctuates) may also see their NDIS funding levels change over time, just as their disability changes over time.

Things to discuss in your plan review

What worked well in your plan? What goals did you achieve?

For example, I got support to do things around the house like washing and help with having a shower.

I completed my work readiness training and now I am ready to look for a job.

What didn’t work as well?

For example, I feel need more support to help me find a job. Finding a job is a long-term goal in my plan. My provider keeps changing the staff member who supports me.

What questions do you have about how your plan is managed? Would you like to change how you manage your funding?

For example, I think I could manage part of my plan, but not all of it. I would like to discuss this at my next plan review.

What are your new goals for your next plan?

For example, I want to become independent and eventually get back to work.

Your notes and questions

For example, my son would like to start playing sports but I am not sure what is going to be appropriate for him and his disability. What are the options in the area?

How do I share my plan with providers?

Is there any assistive technology that is aging or no longer suitable, and needs replacement?

What happens next?

  • Use your plan and funding to progress towards your goals.
  • Your LAC or ECEI Coordinator will keep in touch with you regularly to make sure your plan is working for you.
  • You will be contacted when it is time to review your plan again.


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