If you’re a participant of the National Disability Insurance Scheme (NDIS), your plan review is one of the most important opportunities to ensure you’re receiving the right support for your needs and goals.
A well-prepared review can mean the difference between maintaining your current supports and unlocking new funding that better reflects your situation.
In this guide, we’ll walk you through exactly how to prepare for your NDIS plan review—step by step.
Why Your NDIS Plan Review Matters
Your NDIS plan is not static—it should evolve as your needs, goals, and circumstances change.
A plan review allows you to:
- Adjust your funding if your needs have increased
- Add new supports or services
- Remove supports that are no longer relevant
- Set new goals for your future
Step 1: Understand Your Current Plan
Start by reviewing your existing plan carefully.
Ask yourself:
- What supports am I currently using?
- What funding categories do I have?
- Am I fully using my budget?
Take note of anything that isn’t working or feels insufficient.
Step 2: Assess What’s Working (and What’s Not)
Be honest about your current supports.
✔ What’s working well?
✘ What’s not meeting your needs?
For example:
- Are your therapy sessions helping you progress?
- Is your support worker reliable and suitable?
- Are you running out of funding too quickly?
This step is critical because it forms the foundation of your case during the review.
Step 3: Gather Evidence and Documentation
Strong evidence is key to a successful plan review.
Collect:
- Recent reports from therapists (OT, physio, psychologist)
- Support worker progress notes
- Medical reports
- Invoices and service usage summaries
Make sure your documentation clearly shows:
- Your current needs
- Progress made
- Why continued or increased support is necessary
Step 4: Review and Update Your Goals
Your NDIS goals drive your funding—so make them count.
Good goals are:
- Clear and specific
- Relevant to your daily life
- Linked to supports you need
Example:
Instead of:
“Improve independence”
Try:
“Develop skills to independently prepare meals 3 times per week”
Step 5: Track Your Daily Challenges
Keep a short diary or notes leading up to your review.
Document:
- Difficulties in daily activities
- Times when support was not enough
- Any new challenges
This real-life evidence strengthens your case significantly.
Step 6: Speak With Your Providers
Your providers play a big role in your review.
Talk to:
- Support coordinators
- Therapists
- Support workers
Ask them to:
- Provide updated reports
- Highlight progress and ongoing needs
- Recommend additional supports if required
Step 7: Prepare for the Review Meeting
Before your meeting:
- Write down key points you want to discuss
- List any funding increases or changes you need
- Be ready to explain your daily challenges
During the meeting:
- Be clear and honest
- Focus on how supports help you achieve your goals
- Don’t downplay your needs
Step 8: Know Your Rights
You have the right to:
- Request a reassessment if your circumstances change
- Ask for support to prepare for your review
- Appeal decisions if you’re not satisfied
Understanding your rights ensures you can advocate for yourself confidently.
Step 9: Consider Getting Professional Support
Preparing for a plan review can feel overwhelming—but you don’t have to do it alone.
Working with an experienced provider (like a support coordinator or NDIS service provider) can help you:
- Prepare documentation
- Identify funding opportunities
- Advocate during your review
Final Thoughts
Your NDIS plan review is your opportunity to shape the support you receive for the future.
The more prepared you are, the better your chances of securing a plan that truly meets your needs and helps you achieve your goals.
Need Help With Your NDIS Plan Review?
At Get My Care, we specialise in helping participants prepare for successful NDIS plan reviews—from gathering evidence to ensuring you’re fully supported.
👉 Contact us today to make your next review stress-free and successful.