Preparing for Your NDIS Plan Review
A practical checklist to help you reflect on progress, refine your goals and advocate for the supports that matter most.
Reflect on your current plan
- What goals have I achieved?
- What progress have I made?
- Which supports have worked well?
- Which supports have not worked well?
- What challenges am I still experiencing?
Review your goals
- Are my current goals still relevant?
- Have my circumstances changed?
- What new goals do I have?
- What would I like to achieve over the next 12 months?
Gather supporting evidence
- Allied health and functional assessments
- Support Coordinator or Recovery Coach reports
- Psychology and Occupational Therapy reports
- Progress notes and letters from providers
Identify gaps in your supports
- What supports do I need that I do not have?
- Are waiting lists affecting my access?
- Have my support needs increased?
- Are there risks if supports are reduced?
Plan review checklist
- Reviewed current goals
- Identified achievements
- Listed ongoing challenges
- Gathered supporting reports
- Updated future goals
- Identified support gaps
- Considered risks and barriers
- Prepared questions for the review
- Discussed needs with providers
- Organised relevant documentation

