My NDIS Plan Review: How Do I Prepare for It?

Your NDIS plan identifies your disability needs, the goals you want to achieve, and the support services you will be needing to achieve your goals. It is normally reviewed after a year but can be more frequent depending on your circumstances. If you’ve just received your approved NDIS plan and disagree with the funding decision or your circumstances have changed needing necessary funding adjustments, you can request an earlier review of your plan.

What Is an NDIS Plan Review?

An NDIS plan review is the process in which the National Disability Insurance Agency (NDIA) takes a look at the current NDIS support services you are receiving and assesses whether or not these are really meeting your needs and working toward your goals.

It is a chance for you to check your progress in achieving your goals, provide necessary feedback, and make any adjustments to your plan to help you reach your goals.

When Will an NDIS Plan Review Happen?

Your NDIS plan review can either be scheduled or unscheduled.

A scheduled plan review usually occurs at the end of a cycle of your plan which is 12 months after the commencement of your plan.

On the other hand, an unscheduled plan review is when a participant has requested a review of their plan due to the following reasons:

  • Your circumstances have changed and your plan no longer addresses your needs
  • You wish to change who manages the funding of your NDIS plan;
  • You do not agree with a decision regarding your funding which “internal review”
  • You’re not satisfied with the outcome of an internal review or “Administrative Appeals Tribunal (AAT) review”

Who Conducts the Plan Review?

The first step in a scheduled plan review process is a “participant check-in” wherein the NDIA will contact you to check-in prior to your plan end date. If they haven’t contacted you six weeks prior to the end of your plan, you should contact them via 1800 800 110.


  • For children up to the age of six, plan reviews will be conducted by your Early Childhood Early Intervention Partner. 
  • For children and people aged between 7 and 65 years of age, your plan review will be conducted by a Local Area Coordinator (LAC) or an NDIS planner.
My NDIS Plan Review How Do I Prepare for It second | Australia Disability Services

How Do I Prepare for My Plan Review?

Your plan review meeting may be face-to-face, over the phone, or via a video call, whichever best suits your situation. Just like your NDIS planning meeting, you can ask someone you trust to attend the review with you such as a family member, friend, or your support coordinator

In preparation for your plan review meeting, take time to reflect on the following:

  • Do you feel you’re not receiving enough support services to reach your goals?
  • Do you feel you do not have enough funding for your disability services?
  • What plan goals have I achieved?
  • What plan goals were not achieved?
  • What support services worked well in helping me reach my goals? What hasn’t?
  • Am I happy with how my funds are being currently managed?
  • What new goals would I like to pursue in my next NDIS plan?
  • Are there any changes in my circumstances or major life changes that need to be addressed?

The NDIS will be relying on evidence to decide on the adjustments to your NDIS plan. Thus, make sure that you prepare enough proof to support your requests. Reports from health professionals, service providers, or support coordinator may be very helpful.

Depending on what your circumstances are, your scheduled plan review may result in either:

  • a new NDIS plan with the same support services
  • a new NDIS plan with some minor changes to your current support services
  • a fully new plan

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