How to prepare for your NDIS plan review

Plan review

The national NDIS rollout has been happening for over a year now, and that means some NDIS participants are going through the first review of their plan. 

If this is you, read on for some handy tips to help you prepare.

The biggest difference?

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. Your Planner will still ask you some questions, but not anywhere near as many as you were asked in your first planning meeting.

Our best advice

Just like the first time, preparation is key.

The best advice we can give is to sit down and write out your answers to the following questions:

1) What’s worked in the past year?

Your Planner will want to know what went well. If you can clearly tell them what went well and how the funding was useful, you will improve your chances of retaining that funding in your second plan. 

2) What hasn’t worked in the past year?

Was there something in your plan that didn’t quite work out?
Did you need more funding for something?
Did you have funding that didn’t go to use?
Your Planner will want to know about this to help them allocate funds. It’s really important that you can justify your answers. The more prepared you are with the responses to these questions, the better your chances. 

3) How are you going with your goals?

As someone who’s been through the process at least once, you’ll know that the NDIS is all about goals, but goals are always changing!
What you wanted a year ago is not necessarily the same as what you want now. It’s completely normal to have changing goals and priorities, it’s just important that you explain these changes to your Planner. 


Map My World



Common questions

I keep hearing that people usually get less in their second plan – is this true?

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.

That said, it can depend on the experience of the Planners as well.

Who will conduct my plan review?

If you’re aged 7 – 65, 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 Early Intervention Partner.

Could my second plan be for 24 months?

Yes. We’ve been seeing people come back with 24 month plans and that has us a little concerned. 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 (see below).

What if my circumstances change and I need to review my plan early?

If your personal circumstances change significantly and this affects the supports you need from the NDIS, you can request a plan review at any time by completing the change of circumstances form.

This is different to being unhappy with the supports you receive in your budget. If you’re unhappy with a decision, you’ll need to get a review of decisions. We've put together a blog on what to do if you are unhappy with your NDIS plan. 

Can I use a Support Coordinator to help me prepare?

Absolutely. If you received funding in your first plan for a Support Coordinator, they will be able to help you prepare for your second plan.

What if my first plan ends before my second plan starts? Can I get funding for that time?

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.

Help?! I’m still confused!

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