If you’re an NDIS participant or supporting someone who is, preparing for an upcoming NDIS plan review is one of the most important things you can do to make sure your supports continue to meet your goals. The review process is your chance to reflect on what’s working, identify any challenges, and plan for the future.
In this guide, we’ll walk you through what to expect, how to prepare effectively, and key tips to make the most of your NDIS planning meeting — so you feel confident and ready.
🔑 Key Summary
NDIS plan reviews are regular check-ins to ensure your support plan meets your current and future needs.
Reviews usually happen annually but can be scheduled earlier if needed.
You should come prepared with notes, reports, and feedback about how your current plan is working.
Think about what’s changed in your life, and what new goals you want to set.
Be honest, clear, and specific during your planning meeting.
After the review, your plan may be adjusted or renewed based on your needs.
Why NDIS Plan Reviews Matter
An NDIS plan review ensures that the support and services you receive are still right for you. Your goals might change, your needs might shift, or you might need new types of support. This review gives you an opportunity to:
Discuss what’s working well and what’s not.
Update your goals.
Request changes or additional supports.
Ensure your funding aligns with your current situation.
It’s not just a check-in — it’s your chance to shape your future plan.
What to Expect in Your NDIS Plan Review
During the review, a planner or Local Area Coordinator (LAC) will meet with you (and your support person if you have one) to discuss:
How your current supports are working.
Any changes in your daily life or health.
Progress towards your current goals.
New goals you want to work towards.
Any concerns or challenges with your current plan.
The meeting can be in person, over the phone or via video call, depending on your preference.
When Do NDIS Reviews Happen?
Most participants have a plan review every 12 months, but the timing can vary. You might have a:
Scheduled review, based on the date your plan is due to end.
Unscheduled (early) review, if your situation changes and you need adjustments sooner.
Light touch review, if only small changes are needed and you don’t require a full meeting.
It’s a good idea to start preparing at least 6–8 weeks before your review date.
How to Prepare for Your NDIS Planning Meeting
Being prepared helps you get the most out of your review. Here’s how to get ready:
Reflect on your current plan
What supports have helped? What hasn’t worked as expected?Review your goals
Have you achieved them? Are your goals still relevant? Do you want to set new ones?Gather documents
Include reports from therapists, doctors, support workers or service providers. These help show how your supports are working.Think about changes
Have your needs changed due to health, living situation, work or study?Make a list of supports you need
Include informal support from family or friends, as well as formal services.
What to Bring to Your Review
A copy of your current NDIS plan
Any relevant assessments or reports
A list of your current service providers
Notes about your goals and daily routines
Questions or concerns you’d like to raise
Having everything ready helps your planner understand your needs and makes the meeting smoother.
Tips to Make the Most of Your Plan Review
Be honest and open — Your NDIS plan should reflect your real life, not just what’s written on paper.
Use specific examples — Explain what’s working and where you’re struggling.
Ask questions — If something’s unclear, don’t be afraid to ask.
Bring a support person — A family member, friend or support coordinator can help speak on your behalf.
Talk about future needs — Think ahead about how your needs might change in the next year.
Common Mistakes to Avoid During the Review Process
- ❌ Leaving preparation to the last minute
❌ Not bringing updated reports or evidence
❌ Forgetting to mention key changes in your life
❌ Assuming the planner already knows your situation
❌ Not discussing future goals or needs
Being proactive helps you avoid these common slip-ups.
What Happens After Your Plan Review?
Once the review is complete, your planner will finalise your new plan. This might involve:
Making minor adjustments (e.g. changing funding levels)
Approving a new plan with updated goals and supports
Referring you for further assessment if needed
You’ll receive a copy of your new plan and can review it through the myplace portal. If you’re not happy with your new plan, you can request a plan reassessment.
❓ Frequently Asked Questions
How often do NDIS plans get reviewed?
Most plans are reviewed annually, but timing can vary depending on your situation.
Can I request an early review?
Yes, if your circumstances change significantly, you can request an unscheduled plan review.
Who attends the NDIS planning meeting?
You can attend alone or bring a support person like a family member, advocate or support coordinator.
What if I forget to include something in the meeting?
You can contact your planner afterwards or request a reassessment if needed.
Will my funding be reduced during a review?
Not necessarily. The review is about aligning your supports with your current needs — your funding may increase, decrease or stay the same.
✅ Conclusion
A successful NDIS plan review starts with solid preparation. By knowing what to expect, gathering the right documents, and reflecting on your progress and goals, you’ll feel more confident going into your planning meeting. Most importantly, it ensures your plan continues to support you in living the life you want.
