4 tips to help you prepare for an NDIS plan review meeting

4 tips to help you prepare for an NDIS plan review meeting
Posted on Tue 20 Nov 2018

Written by Susan Williams

The first year of having an NDIS plan can be a steep learning curve for participants and their family. It can feel like you are just starting to get across the new Scheme and it is time to start thinking about the review process to move into a new annual plan. Having recently transitioned from an initial NDIS plan to a second NDIS plan for my son, here are four tips to help you prepare for your plan review meeting.


1. Keep track of your plan end date

Knowing the start and end date of your plan is important so that you can begin preparing for your review meeting with plenty of time. You will usually be contacted four weeks before the end of your plan to set up a plan review meeting. If you haven’t been contacted and there is less than two weeks until the end of your plan, the NDIS advises to contact your Early Childhood Early Intervention (ECEI) partner (for those aged 0-6 years), Local Area Coordination (LAC) Services (for those aged 7-65 years), Support Coordinator or call 1800 800 110 to discuss your situation. If you know there is a circumstance in your life which could delay the review process (surgery, new baby in the family, travel etc.) consider requesting to start the review process sooner.


2. Allow time and funding to request progress reports from service providers

Speak with your ECEI partner, LAC or Support Coordinator about which service and therapy progress reports are needed for your plan review meeting. Then speak to service providers and therapists with plenty of time before the plan review meeting about providing the reports. Reports should demonstrate the outcomes achieved as a result of the support provided.

If your provider is not familiar with providing these reports you can point them to the NDIS Provider Toolkit Section 7 which has a list of what to include in the reports.

In addition to allowing plenty of time, remember to leave funding in your budget to cover the cost of the provider preparing the report.


3. Review your goals

In preparation for your plan review meeting you should review the goals in your current plan and think about whether these goals have changed and need to be updated in the next plan.

Remember that goals are things you want to achieve with support from the NDIS and other supports and services. Your goals might include becoming more independent, becoming more active in your community, or improving relationships and making friends. You should try to make your goals as specific as possible. Reviewing Booklet 2 – Planning, which has a section on goals, may help you to prepare your goals.


4. Consider if you want to change the way your plan is managed

There are three ways to manage your NDIS funding: self-managed, plan-managed and NDIA-managed (NDIA stands for National Disability Insurance Agency and this option is often referred to as Agency-managed). You can also use a combination of options. For example, you might choose to self-manage one part of your plan to start with and have the rest managed by the NDIA.

Your plan review is an opportunity to consider whether you want to change the way your plan is managed. Many participants choose to be agency managed for their first plan and then move to self-managed for subsequent plans. Consider whether this may be a good option for you. Booklet 2 – Planning has a good summary of what each of the plan management options involve.

The NDIS website has a range of helpful information about Plan Reviews including a Factsheet and Frequently Asked Questions documents.

The new NDIS price guide for the period 1 July 2020 through to, and including, 30 June 2021 has just been released.

You are invited to participate in an online survey about the impact of the COVID-19 pandemic on your child with a neurodevelopmental disability or rare genetic disorder.