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Preparing for Your NDIS Review: A Guide to Success

If you’re a participant of the National Disability Insurance Scheme (NDIS), you're no stranger to the fact that the NDIS review process can be an intimidating experience. However, it's an important step to ensure that you continue to receive the supports you need to live your life as independently as possible. To help ease your worries and prepare you for a successful NDIS review, we've put together this guide on how to document your progress, identify new goals, and advocate for necessary changes or additional supports. Let’s dive in!

Understanding the NDIS Review Process

The National Disability Insurance Scheme (NDIS) review process is a regular part of your journey as a participant. It allows you to check if your current plan still meets your needs and whether there is anything that needs to be changed or updated. As such, it is crucial to understand the review process and be prepared for it. Here is a breakdown of what to expect:

Timing: Your plan review will typically occur every 12 months, although in some cases it may be more or less frequent.

Process: The review process usually starts with a phone call or letter from the National Disability Insurance Agency (NDIA) or your Local Area Coordinator (LAC) inviting you to schedule a review meeting.

During this meeting, you will discuss your current plan and any changes that have occurred since your last review. You may also talk about new goals, objectives, or activities that you want to include in your plan. Your planner or LAC will then use this information to update your plan and budget accordingly.

Outcomes: After the meeting, you will receive a copy of your updated plan and budget. If you have requested any changes or additional supports, you will also be informed of the outcome of your request.

Documenting Progress

One of the most important steps in preparing for your NDIS review is documenting your progress since your last plan. This includes noting any improvements or setbacks you’ve experienced, as well as any new goals or challenges that have arisen.

To do this, it can be helpful to keep a journal or record of your activities and accomplishments, as well as any obstacles you’ve encountered. You may also want to gather feedback from your support workers or healthcare providers, who can offer insights into your progress and areas for improvement.

It’s important to be specific in your documentation, including details about any new skills you’ve learned, therapies you’ve tried, or supports that have worked well for you. This will help your planner or Local Area Coordinator understand your needs and goals, and ensure that your new plan reflects your progress and priorities.

Remember to focus on both short-term and long-term goals, as well as any ongoing needs or challenges. This will help ensure that your new plan is comprehensive and tailored to your unique circumstances.

By documenting your progress in advance of your NDIS review, you’ll be better equipped to advocate for yourself and make the most of your plan. So, take the time to reflect on your journey so far, and be sure to bring your notes and records to your meeting with your planner or Local Area Coordinator.

Identifying New Goals

When preparing for your NDIS plan review, it's essential to identify new goals you'd like to achieve. Reflect on what has worked well and what could be improved in your current plan, and consider any new goals or aspirations you have. These goals should align with the NDIS goal categories: health and well-being, living arrangements, social and community participation, education and employment, and daily living.

Here are some tips to help you identify new goals for your NDIS plan review:

  1. Think about your future aspirations and how the NDIS can support you in achieving them.
  2. Identify any challenges you have faced in the past and how the NDIS can help you overcome them.
  3. Consider your support network, including family, friends, and service providers, and how they can support you in achieving your goals.
  4. Use the SMART goal-setting framework to ensure your goals are Specific, Measurable, Achievable, Relevant, and Time-bound.

It's important to be clear about what you want to achieve in your NDIS plan review and to communicate your goals clearly with your planner or Local Area Coordinator. Remember, your NDIS plan should support you in achieving your goals and living the life you want.

Advocating for Necessary Changes or Additional Supports

As a participant in the National Disability Insurance Scheme (NDIS), it's important to know that your NDIS plan is not set in stone. As your needs and circumstances change, so too can your plan. If you feel that your plan no longer adequately supports your goals and needs, you have the right to request changes or additional supports.

Advocating for these changes can seem intimidating, but there are a few key steps you can take to make the process smoother. First and foremost, be clear about your reasons for requesting changes or additional supports. If you have experienced a change in your circumstances, make sure to document it thoroughly. For example, if you have had a hospitalization or an increase in symptoms, make a note of when it happened and how it has affected your ability to achieve your goals.

Next, identify the changes or additional supports that you need. This may involve researching available options and consulting with healthcare providers or support workers. When identifying these needs, it's important to consider the types of supports that will best enable you to achieve your goals. For example, you might require additional hours of support work, modifications to your home, or specialist equipment.

Once you have a clear understanding of your needs, you can begin advocating for them. This may involve requesting a plan review, contacting your Local Area Coordinator or support coordinator, or reaching out to advocacy groups for assistance. Make sure to provide clear and concise information about your needs and why you believe that changes or additional supports are necessary.

It's also important to gather evidence to support your requests. This could include reports from healthcare providers, records of progress towards goals, or evidence of the costs associated with your requested supports. Providing this evidence can help to strengthen your case and ensure that decision-makers understand the full scope of your needs.

Finally, consider working with a support coordinator or advocate to assist you with the process. These professionals can help you to navigate the NDIS system and ensure that your requests are heard. They can also provide valuable advice on how to effectively advocate for your needs and work with you to develop a plan for achieving your goals.

Advocating for necessary changes or additional supports can be challenging, but it is an important part of the NDIS process. By being clear about your needs, gathering evidence, and working with advocates or support coordinators, you can ensure that your plan reflects your current goals and needs.

Gathering Evidence to Support Requests

Once you've identified areas where you require additional supports or changes to your current NDIS plan, the next step is to gather evidence to support your requests. The evidence can be anything from medical reports to testimonials from support workers or family members.

Make a list of the evidence you need and where you can obtain it. Be sure to request copies of any medical reports or assessments that you don't have already. Additionally, ask support workers and family members for written testimonials that outline how your disability affects your day-to-day life and why you need additional supports.

When gathering evidence, it's important to ensure that it is relevant to your requests. For example, if you're seeking increased funding for therapy sessions, make sure you have reports or progress notes from your therapist to support your request. This will help your planner or Local Area Coordinator understand why the requested supports are necessary.

It's also essential to keep all of your evidence organized and easily accessible. This will make it easier for you to present your case and for your planner or Local Area Coordinator to understand your requests.

Remember that the NDIS is designed to support you in achieving your goals and living a more fulfilling life. By gathering relevant evidence, you're giving yourself the best chance of securing the supports you need to achieve those goals.

Preparing for the Meeting with Your Planner or Local Area Coordinator

After you have completed the previous steps, the next important phase is the actual review meeting with your planner or Local Area Coordinator (LAC). This is where you will discuss your progress and goals, and review your existing plan to ensure that it continues to meet your needs. Here are some tips on how to prepare for this meeting:

  1. Schedule your meeting in advance: Make sure to schedule your meeting with your planner or LAC well in advance. This gives you enough time to gather the necessary evidence and information and prepare for the meeting.
  2. Review your existing plan: Before the meeting, review your existing plan to ensure that you are familiar with it. Make note of any issues or concerns you have with the current plan and be prepared to discuss these during the meeting.
  3. Gather evidence and supporting documentation: Collect any evidence that supports your request for changes or additional supports. This may include reports from doctors or other healthcare providers, progress reports from service providers, or any other relevant documents.
  4. Be clear about your goals: Be clear and specific about your goals for the next period. Explain how you plan to achieve these goals and how you expect the NDIS to support you.
  5. Bring a support person: You can bring a support person to the meeting with you, such as a family member or friend, or your support coordinator or advocate. This can provide you with extra support and ensure that your voice is heard.
  6. Be prepared to negotiate: The meeting may involve some negotiation between you and your planner or LAC. Be prepared to compromise if necessary but also be firm in your requests and explain why they are important to you.

Preparing for your NDIS review may seem overwhelming, but it’s important to remember that you have the right to advocate for the support that you need. By following these tips, you can prepare for your review meeting and work towards achieving your goals and improving your NDIS journey.


Preparing for your NDIS review may seem like a daunting task, but it is an essential part of the NDIS journey. Taking the time to document your progress, identify new goals, and gather evidence to support your requests can make a significant difference in the outcome of your review. Remember that you are not alone in this process, and there are many supports available to you, including working with a support coordinator or advocate. Be sure to use the resources and tools available to you and take an active role in advocating for your needs. By doing so, you will be better prepared for your review and increase your chances of achieving the supports you need to live your best life.