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NDIS Plan Review Preparation Guide
- Parability Team
- Dec 15, 2025
- 9 min read
Your Complete Checklist for a Successful Review
Your Independence, Our Forte
Parability Support Services
TIMELINE OVERVIEW
3 MONTHS BEFORE REVIEW
[ ] Note your plan end date in calendar
[ ] Begin gathering evidence and reports
[ ] Schedule appointments with health professionals
[ ] Request reports from therapists and support workers
[ ] Start documenting your current support usage
6-8 WEEKS BEFORE REVIEW
[ ] Confirm all reports have been requested
[ ] Review your current plan goals and progress
[ ] Draft new goals for next plan period
[ ] Collect receipts and evidence of activities
[ ] Document any changes in circumstances
1 MONTH BEFORE REVIEW
[ ] Chase up any outstanding reports
[ ] Complete your preparation document
[ ] Organize all evidence into one folder
[ ] Book advocacy support if needed
[ ] Confirm review meeting date and time
1 WEEK BEFORE REVIEW
[ ] Review all your notes
[ ] Practice explaining your support needs
[ ] Prepare questions you want to ask
[ ] Make copies of all documents
[ ] Confirm your support person can attend
DAY BEFORE REVIEW
[ ] Get good sleep
[ ] Prepare what you'll wear (comfortable)
[ ] Pack all documents in a folder
[ ] Charge your phone
[ ] Review your key talking points
DAY OF REVIEW
[ ] Eat a good meal beforehand
[ ] Arrive 10 minutes early
[ ] Bring water and tissues
[ ] Have your notes and documents ready
[ ] Take deep breaths - you've got this!
CURRENT PLAN REVIEW
Your Current Plan Details
Plan start date: _____ / _____ / _____
Plan end date: _____ / _____ / _____
NDIS number: ___________________________________
Plan management type:
[ ] Self-managed
[ ] Plan-managed
[ ] NDIA-managed
[ ] Mixed
Current Funding Breakdown
Support Category | Amount Allocated | Amount Used | Remaining | % Used |
Core - Daily Activities | $ | $ | $ | % |
Core - Consumables | $ | $ | $ | % |
Core - Social & Community | $ | $ | $ | % |
Core - Transport | $ | $ | $ | % |
Capacity Building - Support Coordination | $ | $ | $ | % |
Capacity Building - Improved Living | $ | $ | $ | % |
Capacity Building - Increased Social | $ | $ | $ | % |
Capacity Building - Finding & Keeping Work | $ | $ | $ | % |
Capacity Building - Improved Relationships | $ | $ | $ | % |
Capacity Building - Health & Wellbeing | $ | $ | $ | % |
Capacity Building - Lifelong Learning | $ | $ | $ | % |
Capital - Assistive Technology | $ | $ | $ | % |
Capital - Home Modifications | $ | $ | $ | % |
Total plan value: $___________
Total used: $___________
Total remaining: $___________
GOAL REVIEW & PROGRESS
Current Plan Goals
For each goal, rate your progress:
Achieved ✅
Significant Progress 📈
Some Progress 📊
No Progress ❌
No Longer Relevant 🚫
GOAL 1
Goal: ___________________________________
Progress: ⬜ Achieved ⬜ Significant ⬜ Some ⬜ No Progress ⬜ Not Relevant
Evidence of progress:
Supports that helped:
Barriers encountered:
Should this goal continue? ⬜ Yes ⬜ No ⬜ Modified
If modified, new version:
GOAL 2
Goal: ___________________________________
Progress: ⬜ Achieved ⬜ Significant ⬜ Some ⬜ No Progress ⬜ Not Relevant
Evidence of progress:
Supports that helped:
Barriers encountered:
Should this goal continue? ⬜ Yes ⬜ No ⬜ Modified
If modified, new version:
GOAL 3
Goal: ___________________________________
Progress: ⬜ Achieved ⬜ Significant ⬜ Some ⬜ No Progress ⬜ Not Relevant
Evidence of progress:
Supports that helped:
Barriers encountered:
Should this goal continue? ⬜ Yes ⬜ No ⬜ Modified
If modified, new version:
(Add additional pages for more goals)
NEW GOALS FOR NEXT PLAN
Goal Setting Framework
Use the SMART framework:
Specific - Clear and detailed
Measurable - Can track progress
Achievable - Realistic given supports
Relevant - Relates to your life priorities
Time-bound - Can be achieved in plan period
NEW GOAL 1
Goal statement:
Category: ⬜ Daily Living ⬜ Social ⬜ Work/Education ⬜ Health ⬜ Independence
Why is this goal important to you?
What supports will you need to achieve this goal?
How will you measure progress?
Estimated timeframe: ___________________________________
Estimated cost/hours needed: ___________________________________
NEW GOAL 2
Goal statement:
Category: ⬜ Daily Living ⬜ Social ⬜ Work/Education ⬜ Health ⬜ Independence
Why is this goal important to you?
What supports will you need to achieve this goal?
How will you measure progress?
Estimated timeframe: ___________________________________
Estimated cost/hours needed: ___________________________________
NEW GOAL 3
Goal statement:
Category: ⬜ Daily Living ⬜ Social ⬜ Work/Education ⬜ Health ⬜ Independence
Why is this goal important to you?
What supports will you need to achieve this goal?
How will you measure progress?
Estimated timeframe: ___________________________________
Estimated cost/hours needed: ___________________________________
(Add additional pages for more goals)
EVIDENCE CHECKLIST
Medical & Health Professional Reports
[ ] GP report/letter (dated within 3 months)
[ ] Specialist reports (e.g., psychiatrist, neurologist)
[ ] Psychology reports
[ ] Therapy reports (OT, physio, speech pathology)
[ ] Hospital discharge summaries (if relevant)
[ ] Mental health care plan
[ ] Disability diagnosis documentation
[ ] Other: ___________________________________
Note: All reports should clearly state:
Your diagnosis/diagnoses
How your disability affects daily functioning
What supports you need
Recommendations for ongoing support
Allied Health Evidence
[ ] Occupational therapy functional capacity assessment
[ ] Physiotherapy progress notes
[ ] Speech pathology assessment
[ ] Dietitian reports
[ ] Exercise physiology assessment
[ ] Other: ___________________________________
Support Worker Documentation
[ ] Support worker statement about your needs
[ ] Incident reports (if relevant)
[ ] Progress notes from support workers
[ ] Communication from support provider
[ ] Other: ___________________________________
Evidence of Activities & Participation
[ ] Photos from community activities
[ ] Programs from events attended
[ ] Receipts from activities
[ ] Certificate of participation/completion
[ ] Other: ___________________________________
Quotes & Assessments (if requesting equipment/modifications)
[ ] Assistive technology quotes (from 2-3 suppliers)
[ ] AT assessment report
[ ] Home modification quotes
[ ] OT home assessment report
[ ] Other: ___________________________________
Other Supporting Documents
[ ] Current plan document
[ ] Plan usage statement from NDIS/plan manager
[ ] Centrelink letters (if relevant to circumstances)
[ ] School reports (for children)
[ ] Employment documents (if relevant)
[ ] Other: ___________________________________
DETAILED SUPPORT NEEDS ASSESSMENT
Daily Living Support
I need support with: (check all that apply)
Personal Care:
[ ] Showering/bathing - How often? ___________
[ ] Dressing - How often? ___________
[ ] Toileting - How often? ___________
[ ] Grooming - How often? ___________
[ ] Medication management - How often? ___________
Household Tasks:
[ ] Meal preparation - How often? ___________
[ ] Cleaning - How often? ___________
[ ] Laundry - How often? ___________
[ ] Shopping - How often? ___________
[ ] Garden maintenance - How often? ___________
Current weekly hours of support: ___________
Hours needed in next plan: ___________
Why this amount is reasonable and necessary:
Community Participation
Activities I want to participate in:
Frequency: ___________
Support needed: ___________
Hours per month: ___________
Frequency: ___________
Support needed: ___________
Hours per month: ___________
Frequency: ___________
Support needed: ___________
Hours per month: ___________
Current monthly hours: ___________
Requested monthly hours: ___________
How this aligns with my goals:
Transport Needs
[ ] Support worker transport in their vehicle
[ ] Support worker drive my vehicle
[ ] Accompany me on public transport
[ ] Taxi vouchers/rideshare
[ ] Specialized transport
Average trips per week: ___________
Average distance per trip: ___________
Monthly transport budget needed: $___________
Therapy & Capacity Building
Current therapies:
Therapy Type | Provider | Frequency | Progress |
Requested therapies for next plan:
Therapy Type | Reason Needed | Frequency | Est. Cost |
Support Coordination
[ ] Need support coordination (specify level: ⬜ Standard ⬜ Specialist)
[ ] Currently have support coordination - should continue
[ ] Don't need support coordination
Why support coordination is needed:
Assistive Technology & Equipment
Current equipment:
New equipment needed:
Item | Purpose | Quote Amount | Urgency |
$ | ⬜ High ⬜ Medium ⬜ Low | ||
$ | ⬜ High ⬜ Medium ⬜ Low | ||
$ | ⬜ High ⬜ Medium ⬜ Low |
Assessment reports attached: ⬜ Yes ⬜ Pending ⬜ Not yet arranged
Home Modifications
Current modifications: ___________________________________
Requested modifications:
Modification | Reason | Quote Amount | Urgency |
$ | ⬜ High ⬜ Medium ⬜ Low | ||
$ | ⬜ High ⬜ Medium ⬜ Low |
OT assessment completed: ⬜ Yes ⬜ Pending ⬜ Not yet arranged
CHANGES IN CIRCUMSTANCES
Has anything changed since your last plan?
Health/Medical:
[ ] Health has declined
[ ] New diagnosis
[ ] Hospitalization
[ ] Change in medication
[ ] Change in mental health
[ ] Other: ___________________________________
Details:
Living Situation:
[ ] Moved house
[ ] Change in household members
[ ] Change in informal supports
[ ] Other: ___________________________________
Details:
Work/Education:
[ ] Started work/education
[ ] Stopped work/education
[ ] Change in hours
[ ] Other: ___________________________________
Details:
Other Significant Changes:
KEY MESSAGES FOR YOUR REVIEW
Your Elevator Pitch (30 seconds)
Practice saying this out loud:
"I'm [name] and my disability is [diagnosis]. The main ways this affects me daily are [2-3 key impacts]. With the right supports, I want to [main goal]. My current supports have helped me [key achievement], but I still need [ongoing support] to continue progressing."
Your version:
Top 3 Things You MUST Communicate
Questions to Ask Your Planner
Concerns to Address
SUPPORT TEAM INFORMATION
Your Support Network
Support Coordinator: Name: ___________________________________ Phone: ___________________________________ Email: ___________________________________ Will they attend review? ⬜ Yes ⬜ No
Primary Support Worker: Name: ___________________________________ Phone: ___________________________________ Providing statement? ⬜ Yes ⬜ No
GP: Name: ___________________________________ Phone: ___________________________________ Report provided? ⬜ Yes ⬜ No ⬜ Pending
Key Specialists: Name: ___________________________________ Specialty: ___________________________________ Report provided? ⬜ Yes ⬜ No ⬜ Pending
Name: ___________________________________ Specialty: ___________________________________ Report provided? ⬜ Yes ⬜ No ⬜ Pending
Family/Carer Support: Name: ___________________________________ Relationship: ___________________________________ Will they attend review? ⬜ Yes ⬜ No
Advocate (if using): Name: ___________________________________ Organization: ___________________________________ Phone: ___________________________________
IMPORTANT CONTACTS
NDIS Contact Centre: Phone: 1800 800 110 Email: enquiries@ndis.gov.au
My Local Area Coordinator (LAC): Name: ___________________________________ Phone: ___________________________________ Email: ___________________________________
NDIS Quality and Safeguards Commission: Phone: 1800 035 544 Website: www.ndiscommission.gov.au
Adelaide Advocacy Services:
JFA Purple Orange Phone: (08) 8373 8333
Disability Advocacy and Complaints Service SA Phone: 1300 302 012
Carers SA Phone: 1800 242 636
Administrative Appeals Tribunal (for appeals) Phone: 1800 228 333
Parability Support Services: Phone: ___________________________________ Email: info@parabilitysupport.com.au
FINAL PRE-REVIEW CHECKLIST
One Week Before
[ ] All reports collected and organized
[ ] Preparation document complete
[ ] Support person confirmed
[ ] Review date/time/location confirmed
[ ] Transport arranged
[ ] Questions prepared
[ ] Key messages practiced
Day Before
[ ] Review all notes one more time
[ ] Prepare clothes (comfortable, professional)
[ ] Charge phone and any devices
[ ] Pack documents in folder
[ ] Set alarm (with backup)
[ ] Prepare snacks and water
[ ] Get good sleep
Day Of
[ ] Eat breakfast/meal
[ ] Take any needed medications
[ ] Bring all documents
[ ] Bring water and tissues
[ ] Arrive 10 minutes early
[ ] Have support person contact details
[ ] Bring phone (silenced)
[ ] Bring pen and notebook
During Meeting
[ ] Take your time answering questions
[ ] Ask for clarification if needed
[ ] Use specific examples
[ ] Refer to your notes
[ ] Stay focused on goals and needs
[ ] Be honest but not apologetic
[ ] Take notes on what planner says
After Meeting
[ ] Note when plan is expected
[ ] Get planner's contact details
[ ] Thank your support person
[ ] Celebrate - you did it!
[ ] Follow up if no plan in 4 weeks
POST-REVIEW TRACKING
When New Plan Arrives
Plan received date: _____ / _____ / _____
Plan start date: _____ / _____ / _____
Plan end date: _____ / _____ / _____
Total funding: $___________
Initial Review of New Plan
[ ] All requested supports included?
[ ] Funding amounts adequate?
[ ] Goals correctly reflected?
[ ] Service booking information clear?
[ ] Happy with plan overall?
If Unhappy with Plan
[ ] Contact planner for clarification (within 1 week)
[ ] Request internal review (within 3 months if needed)
[ ] Contact support coordinator for advice
[ ] Consider AAT appeal (within 3 months of internal review)
[ ] Contact advocacy service for support
Set Reminder for Next Review
Next review preparation start date: _____ / _____ / _____
(Set calendar reminder for 9 months into your plan)
TOP TIPS FROM PARABILITY
✅ Prepare early - 3 months is ideal
✅ Be specific - Use examples and numbers
✅ Link everything to goals - Every support must connect to a goal
✅ Get professional reports - Medical evidence is crucial
✅ Bring a support person - Extra ears and moral support
✅ Be honest - About both capabilities and needs
✅ Stay calm - Take deep breaths, it's okay to take your time
✅ Follow up - Don't assume everything is fine
✅ Know your rights - You can appeal if needed
✅ Ask for help - Parability is here to support you
ADDITIONAL NOTES
Use this space for anything else important to your review:
Created by Parability Support Services Supporting Adelaide's NDIS community with quality, person-centered care
This guide is for informational purposes only and does not constitute legal or medical advice. Always consult with your support team and NDIS planner about your specific circumstances.
Need help preparing for your review? Contact Parability Support Services: Website: www.parabilitysupport.com.au
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