Your NDIS plan review is your opportunity to adjust your funding, add new supports, and make sure your plan reflects your current goals. Having a clear NDIS plan review checklist before you walk into that meeting can make the difference between a plan that works for you and one that falls short. This guide gives you a practical, step-by-step checklist so you’re fully prepared.

At Destiny Community Services, we support NDIS participants across Adelaide, Riverland, Tasmania, and NSW. Our team can help you prepare for your review and provide progress reports to support your case.

When Does Your NDIS Plan Review Happen?

Most NDIS plans are reviewed every 12 months, though some may be shorter or longer depending on your circumstances. You’ll receive a letter or notification from the NDIA approximately 90 days before your plan end date.

You can also request an early plan review (called a “plan reassessment”) if your situation has changed significantly. This includes changes to your living arrangements, health, support needs, or goals.

Your NDIS Plan Review Checklist

Use this checklist to make sure you have everything ready before your review meeting.

1. Review Your Current Plan

• Read through your current plan and note which goals were achieved
• Identify any funding categories that ran out too early
• Note any funding that went unused and why
• List any supports you needed but couldn’t access under your current plan

2. Update Your Goals

• Write down 3 to 5 goals you want to work towards in the next plan period
• Be specific: instead of “improve independence,” try “learn to cook three meals independently”
• Think about short-term goals (next 12 months) and longer-term aspirations
• Consider goals across all life areas: daily living, social participation, employment, health, and housing

3. Gather Evidence and Reports

• Provider progress reports: Ask each of your service providers for a written summary of what you’ve achieved and what you still need
• Medical reports: Any recent assessments, diagnoses, or specialist letters
• Allied health reports: OT, speech pathology, psychology, or physiotherapy assessments
• Support coordinator report: If you have a support coordinator, ask them to prepare a summary
• Letters of support: From family members, carers, teachers, or employers who can speak to your needs

4. Document What’s Working and What Isn’t

• Which services have made the biggest difference?
• Are there any services that didn’t work well? Why?
• Has your health or disability changed since your last plan?
• Have your living arrangements changed?
• Are you receiving enough hours of support each week?

5. Prepare Your Funding Requests

• List any new supports you’d like included (e.g., community nursing, transport assistance, or group programs)
• If a budget category ran out, explain why and request an increase with supporting evidence
• Check the current NDIS Pricing Arrangements so your requests are realistic
• Consider whether you want to change your plan management type

6. Prepare for the Meeting

• Bring a support person (family member, advocate, or support coordinator)
• Write down your key points so you don’t forget anything under pressure
• Bring all documents listed above in a folder (physical or digital)
• Note down questions you want to ask the NDIA planner

Common Mistakes That Lead to Reduced Funding

Participants sometimes see their funding reduced at review. Here are the most common reasons and how to avoid them:

• Not using your full plan: If large amounts of funding go unused, the NDIA may assume you don’t need as much. If you didn’t use funding because you couldn’t find the right provider, explain this clearly.
• No evidence of progress or need: Without provider reports and medical evidence, the NDIA relies on their own assessment. Always bring written documentation.
• Vague goals: Generic goals like “be more independent” are hard to fund. Specific, measurable goals tied to particular supports get better outcomes.
• Not mentioning changed circumstances: If your needs have increased, say so explicitly and provide evidence. The NDIA can’t fund what they don’t know about.

How Destiny Community Services Can Help

As your NDIS provider, we can support your plan review in several ways:

• Progress reports: We provide detailed written reports on your achievements and ongoing support needs
• Support coordination: Our support coordinators can attend your review meeting with you and help you articulate your needs
• Service recommendations: Based on our experience working with you, we can recommend which supports to request for your next plan

We support participants across Adelaide, Riverland, Tasmania, and NSW with services including supported independent living, community nursing, personal care, transport assistance, and more.

Plan Review Coming Up? We Can Help

Don’t go into your NDIS plan review unprepared. Our team can provide progress summaries, attend your review meeting, and help you get the funding you need for the supports that matter most.

Contact us or call (08) 7093 3823 to talk about your upcoming plan review.