Your NDIS plan review is your chance to make sure your next plan reflects your goals and needs. A bit of preparation goes a long way. Here's a simple guide to getting ready.
This is general information only, not NDIS advice. Your plan manager or support coordinator can guide your specific situation.
1. Look back at your goals
Start by revisiting the goals in your current plan. What's gone well? What's changed? Being clear on your progress and what you'd like to work towards next helps shape a plan that fits your life.
2. Think about what's working — and what isn't
Notice which supports have genuinely helped and which haven't. If a certain kind of support — like in-home help or community access — has made a real difference, that's worth raising. So is anything you've found you need more (or less) of.
3. Gather a few simple records
You don't need a mountain of paperwork. A few notes on how your supports have helped, any invoices, and examples of your progress make the conversation easier and back up what you're asking for.
4. Consider what's changed in your life
Have your circumstances shifted — your living situation, health, routines or goals? Plan reviews are the moment to reflect those changes so your funding matches your current reality.
5. Bring your support network
You don't have to do it alone. A family member, your plan manager, support coordinator, or a support worker who knows your routine can help you articulate what's working and what you need.
6. Focus on outcomes, not just hours
Rather than only asking for "more hours," it helps to connect supports to outcomes — how a support helps you live more independently, stay connected, or build capacity. That story is what a good plan is built on.
Key takeaways
- Revisit your goals and note what's changed since your last plan.
- Identify which supports have genuinely helped — and what you need more or less of.
- Keep a few simple records to back up your requests.
- Frame requests around outcomes and independence, not just hours.
Frequently Asked Questions
How do I prepare for an NDIS plan review?
Revisit your goals, note what's working and what's changed, gather a few simple records, bring someone from your support network, and frame your needs around outcomes and independence rather than just hours.
What should I bring to my NDIS plan review?
A few notes on how your supports have helped, any relevant invoices, examples of your progress, and an updated picture of your goals and any changes in your circumstances.
Can my support worker help with my plan review?
A support worker who knows your routine can help you describe what's working and what you need, though your plan manager or support coordinator typically guides the review itself.
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