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Preparing for your NDIS Plan Review

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With a number of our community heading into their first plan review, we have put together some information on the process and the preparation required!

Plan review for NDIS participants

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 or another person in the review of your plan. The review of your first NDIS plan will generally take place 12 months after you start your plan. For future plans, you may be offered a plan that lasts up to 24 months, if your needs are less likely to change.

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 support through Early Childhood Early Intervention (ECEI), 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.

Before your child turns seven years old, your ECEI Coordinator will also consider what your child might need in the future. If they have not previously had an NDIS plan, the ECEI Coordinator will consider whether they might be eligible to become an NDIS participant to get an NDIS plan.

Other information you need for your plan review meeting

Preparation is key.

Get help if needed
If you received funding in your first plan for a Support Coordinator, they will be able to help you prepare for your second plan. 

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 supports and services you might need in the future. 

Make sure you request these reports well ahead of time!

Check the Price Guide (a tip from a participant)
Look at the NDIS price guide when writing up pre planning notes prior to a planning meeting so you are aware of the actual prices now charged for Care. Check the rates for 1:1, complex, STA prices and public holidays. If you think that you might like to go to a concert or event on a public holiday, ask for at least 2 x 4 hours for a public holiday.

Have some idea of the separate extra charges relevant to the participant's care needs - and remember to specify hours for Saturday, Sunday & Public Holidays if needed. 

Use these questions to help you prepare for your plan review meeting. Write down answers to them beforehand:

  1. Will I need NDIS support in the future?
  2. Would I like to change how some or all of my plan funding is managed?
  3. Who can help me achieve my goals?
  4. Which goals do I need to continue to work on and which goals do I need to change?
  5. What worked well in my plan? Did I achieve my goals or make progress towards achieving them?
  6. What didn't work well in plan?
  7. What are my new goals for my new plan?
  8. Do I have any questions?

If you have already had a plan review and would like to share any tips, please comment below.


NDIS Source: NDIS Booklet 3