The Essential Checklist Before Your Next NDIS Plan Review

An NDIS Plan Review is your golden opportunity to adjust your funding limits, scale up supports that worked well, or pivot toward new life goals. However, walking into a review without structured evidence can result in your funding being under-allocated.

To help you prepare, our Specialist Support Coordination team has compiled this essential step-by-step checklist to complete before your scheduled evaluation meeting:

1. Gather Progress Reports from All Providers
   Reach out to your speech pathologists, occupational therapists, and core support agencies at least 4 weeks before your review. Request official progress reports that explicitly state how their services have helped you achieve your current goals.
2. Document Your Unmet Goals
   If you didn’t manage to achieve a goal from your previous plan due to a lack of funding or a shortage of support staff, write it down! The NDIS needs to know where the gaps were so they can adjust your next budget parameters appropriately.
3. Highlight Changes in Circumstance
   Has your living situation changed? Are you looking to transition into independent living? Has your physical health condition shifted? Any major life transitions require a clear paper trail backed up by medical or occupational assessments.
4. Calculate Your Funding Spend Rates
   Look closely at your plan management dashboard. If you have under-spent your budget, prepare a logical explanation (e.g., “We had a 3-month waitlist to access a therapist”). This prevents reviewers from assuming you simply don’t need that funding level anymore.

How a Support Coordinator Can Help
If this list feels overwhelming, you don’t have to do it alone. Nexa Ability’s Support Coordinators specialize in auditing your current plan usage, compiling comprehensive review binders, and even attending the review meeting with you to advocate for your care rights.