Plan Review Checklist (30 Days Out)

Published at 26-08-2025 14:34:04

Documents, Data and Talking Points to Maximise Next-Year’s Funding

Your NDIS plan review is one of the most important conversations you’ll have each year. It’s your chance to make sure your funding matches your needs, goals, and life circumstances. But walking into the meeting unprepared can mean missing out on the supports that you genuinely need. 

The good news? With 30 days’ notice, you have time to gather the right documents, track your progress, and prepare talking points that put you in the strongest position possible. 

Here’s your step-by-step checklist: 

Review Your Current Plan

Start by reading through your existing plan. Ask yourself: 

• Have my needs changed since my last plan was approved?
• Am I underspending (leaving money unclaimed)?
• Am I overspending (running out of funds too early)?
• Have I met or progressed towards the goals I originally set? 

Highlight any sections where you’ve noticed gaps or where the funding hasn’t quite worked. 

Collect Key Documents and Evidence

Your plan review should be supported by strong, clear evidence. Begin requesting or gathering: 

• Allied health reports (OT, physio, speech, psychology)
• Support worker progress notes or feedback
• Invoices and budget statements from your Plan Managers
• Quotes for any equipment, assistive technology, or home modifications you’ll need.
• Medical letters or updated diagnoses from doctors and specialists
• School or workplace reports if relevant

Tip: Ask providers to include clear recommendations for supports and the number of hours needed for the next plan year. 

Clarify Your Talking Points

Think ahead about what you want to say in the meeting. Some useful prompts: 

• “My goals for the next year are…” (try to tie each request back to a specific goal)
• “Here’s what worked well in my current plan”
• “Here are the challenges I faced – for example, not enough hours for therapy or support workers”
• “Here’s the evidence from my providers showing what I need moving forward”

Being direct, organised, and evidence-based makes it easier for the planner or LAC (Local Area Coordinator) to understand your needs. 

Plan for Changes in Life Circumstances

If anything has shifted in your life, make sure this is documented:

• Moving house or starting new accommodation
• Beginning or leaving school, university or work
• Changes in family or caregiving arrangements
• New medical or mental health conditions

These factors are important to ensuring your funding reflects your real-world situation. 

Confirm Support for the Meeting

Decide who will attend with you: 

• A Support Coordinator or Support Worker
• A trusted family member or carer
• Any key allied health professional who can dial in or provide a written statement

Create Your ‘One Page Summary’

Finally, pull everything together into a simple on-page summary that includes: 

• Your top goals for the next plan year
• A short list of what worked vs what didn’t in your current plan
• Evidence highlights (reports, letters, budget use)
• The supports you are requesting

Handing this to your planner or LAC ensures nothing important is missed in discussion. 

Final Thoughts

Preparing early is the key to a successful NDIS plan review. By getting your documents in order, reviewing your funding use, and preparing clear talking points, you’ll walk into your meeting confident and ready to secure the right supports for the year ahead.