How to Prepare for Your NDIS Plan Review Meeting

Updated: Aug 5

Your plan review shapes the funding that supports your daily life. Good preparation puts you in control and helps the meeting run smoothly.

What is a Planning Meeting?

A plan review meeting is a conversation with an NDIA planner or Local Area Coordinator to check that your current supports still match your goals and circumstances.
Reviews usually happen every 12–24 months or earlier if you ask for one.
Minor changes can be handled through a “plan variation,” while bigger changes trigger a full reassessment.

Ask yourself: What has changed in my life since my last plan?

Collect progress reports, quotes and assessments 6–8 weeks before the review.
List supports that worked well and why you want to keep them.
Note any gaps—services, therapy hours or equipment you still need.
Review each goal in your current plan. Decide whether to keep, revise or add new goals.
Check how much funding you have used. Underspending or overspending can guide the planner on what to adjust.
Decide how you want to manage funds next time—self-managed, plan-managed or NDIA-managed.
Invite a support coordinator, therapist or friend if they help you speak up.

Think: If I had extra support tomorrow, what goal would I reach first?

More reviews now happen by phone. Follow these tips:

Planners generally move through four topics:

Your story – living situation, work, study, hobbies.
Support needs – how easily you complete daily tasks.
Goals – short-term (within 12 months) and long-term ambitions.
Impact statement – how your disability affects you and the people who support you.

You can:

Question to ponder: Which goal needs the biggest funding boost, and why?

The NDIA must decide whether to create a new plan within 14 days of agreeing to review, and approve the plan within 28 days.
When your plan arrives, read every budget line.
If something is missing or incorrect, you can seek an internal review straight away.
Share the new plan with service providers so they can adjust supports quickly.
Save a digital copy; you will refer to it during future reviews.

Services Australia pays a fortnightly Mobility Allowance if you cannot use public transport and travel for work, study or job-seeking.
You must be 16 or older, meet residence rules and need substantial help to travel.
NDIS participants normally receive transport funding instead, but discussing travel needs ensures the right budget is included.

CAPS helps cover the cost of continence products for people aged 5+ with permanent and severe incontinence.
You cannot receive CAPS if your NDIS plan already funds continence consumables.
Tell the planner if continence products are a regular expense so the correct funding pathway is chosen.