Simple Steps To Prepare For Your NDIS Plan Review

Preparing for your NDIS plan review should be something you’re looking forward to. With the right steps, you can feel ready, supported, and clear on what matters most. 

Why Plan Reviews Matter

Your NDIS plan review shapes the supports and services you can access in the year ahead. Reports from your clinicians show the link between your daily life and the therapy that supports it. 



Coordinators often rely on strong documentation to secure the right funding.

Step One: Start Early

The NDIS usually asks for review reports about six weeks before a plan ends, so it’s safer to start two months ahead.

This timing allows enough space to gather assessments, check drafts, and make updates. Families have shared that leaving it too late creates stress, while early preparation gives peace of mind.

Why Early Preparation Matters



Think of it like school uniforms. If you wait until the day before, the right sizes are gone. Preparing early gives you choice and calm.

Step Two: Keep Your Goals Clear

You are at the centre of the planning process. Write down your priorities in your own words. These don’t need to sound formal. They only need to reflect what matters to you and your family.

Everyday Goals Make Reviews Stronger



Reports are strongest when they reflect daily life. Sharing what mornings, routines, or challenges really look like helps therapists write reports the NDIS can act on clearly.

Step Three: Gather The Right Information

Referrals sometimes arrive with very little detail, like “21-year-old male in Chernside Park”. To avoid delays, collect basic details such as age, location, and support needs early. 

Your admin team or therapist can then build on this to create a full picture for your review.

The Benefit Of Being Prepared

When you have notes, letters, and reports in one place, your review feels smoother. Families in the transcripts said that small actions like this made a big difference.

Step Four: Know Your Rights

The Handbook explains that you have the right to dignity, respect, and informed choice. You can bring an advocate to your meetings, request clear communication, and have your culture and values respected.

Staying Involved In The Process

You also have responsibilities, like providing information for your plan and giving notice if you can’t attend sessions. Knowing both rights and responsibilities helps you approach the review with confidence.

Step Five: Stay Connected With Your Team

Families often share how much they appreciate quick replies. When referrals arrive, the team responds the same day. That simple step helps parents feel listened to and supported from the start.

Why Communication Matters

Checking drafts, asking questions, and sharing updates ensures your report truly reflects your needs. This open communication builds trust and makes the review process smoother.

Step Six: Involve Family And Advocates

The Participant Handbook shows that you can choose to have a family member or advocate present. They can take notes, explain needs, and add their perspective. 

Families often find this extra support helps them feel stronger in the meeting.

Choosing The Right Support

Pick someone you trust. Brief them on your goals so they can support you clearly during the review.

Step Seven: Use Flexible Options

Telehealth means reports can be prepared without long waits. For busy families or those in regional areas, this flexibility makes it easier to meet review timelines. 

Making Telehealth Work For You

Ask your clinician which parts of your assessment can be done online. This can save travel time and keep your review on track.

Step Eight: Focus On Progress

Plan reviews are not just about challenges. They are also about achievements. Families have said that seeing progress recorded in reports gave them hope. 

Small steps, like improved independence or confidence, are just as important as the challenges.

Why Progress Matters

Sharing these wins shows the NDIS how support has made a difference. It strengthens your case for continued or new funding.

Step Nine: Keep Your Records Safe

You can access your personal records at any time. Requests are confirmed within 48 hours and information is usually provided within seven days. 

Keeping your own copies alongside these records makes it easier to prepare for your review.

Staying Organised

A simple folder with reports, letters, and notes can help you feel calm and ready. Families often find this one habit makes the process easier.

Step Ten: Be Ready To Adjust

Life changes, and your plan can change too. Agreements can be re-negotiated if your needs shift. Sharing these updates before the review ensures your support match your current situation.

Flexibility Is Part Of The Process

Your plan is meant to work for you. Adjustments keep it relevant and practical for daily life.