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Like the first time around, your plan review will involve a meeting, but what you should do to prepare for this meeting is going to look a little different.
Don’t worry though – we’ve got your back. On this page, you’ll find everything you need to prepare for your plan review. It’s a simple two-step process.
We’ve created a
free resource that you can download, fill in and take with you to your meeting.
It’s been designed to be both painless to fill out, and to help you get the best outcomes from your plan review meeting.
Download your plan review toolkit
You’ve probably got questions, so we’ve put together some of the main ones that we keep hearing, along with the answers.
You do if you want to ensure your NDIS goals, plan and funding are what you want. Whist there are less questions the second time around, preparation is still key.
There’s been a lot of anxiety around getting less funding the second time round. And honestly, the outcomes are different from person to person.
One thing we can say with certainty is that great preparation increases your chance of getting a plan that you are happy with.
The biggest difference is that there are less questions the second time around!
No doubt you’ll remember the many questions that were asked of you in your first NDIS planning meeting. Your plan review conversation won’t be quite like that. The NDIS Planner or Local Area Coordinator will still ask some questions, but not nearly as many as were asked in the first planning meeting.
If you’re aged 7 or older, your plan review conversation will be conducted by either an NDIS Planner or a Local Area Coordinator.
If you’re under 7, it will be with an Early Childhood Intervention Partner.
Yes. We’ve been seeing people come back with 24 month plans. By doing a 24 month plan, the NDIA is saying that they are anticipating that your needs and goals aren’t going to change over a two year period.
For some this will be the case, but for others, their support needs will change.
If you foresee your needs changing sometime in the next year, it is important you talk about this with your Planner.
If you do end up with a 24 month plan, and your needs change, you can apply for a review.
You do not have to meet with your providers, it is up to you. The benefit is that you can review how the last year has gone and discuss what different or additional supports you will need to reach your goals for the next year. This is really good preparation for your NDIS plan review meeting.
To ensure you are prepared for your NDIS plan review meeting, we’ll send you a report which covers:
You don’t need to, but we have been finding that outcomes for people who show their plan are often better. It can help to give us a better idea of how we can best support you to reach your goals within the NDIS funding you have. It ensures that we are on the right track.
A small number of people have been finding that there is a gap between when their first plan ends and their second plan begins.
If this the case for you, the NDIS will cover the costs as long as they are in line with what you were previously receiving in your plan.
Here is a list of the key things you should take to your NDIS Plan Review:
Support is available! Give us a call on
1800 112 112.
A pre-planning booklet to help you to think about the supports you want and need – now and in the future – before meeting with your NDIA planner.
A practical, comprehensive guide to the NDIS, to help people understand the various components of the NDIS and how to access them.
A handy guide of NDIS FAQs and a glossary so you can familiarise yourself with NDIS language before your planning meeting.