NDIS plan review is your opportunity to ensure your funding aligns with your current needs and goals. In 2025, the NDIS has streamlined the review process, making it easier for participants to request changes or continue with their current plan. This guide will walk you through how to prepare effectively for a successful plan review.
What is an NDIS Plan Review?
An NDIS plan review allows you to:
- Assess if your current supports are meeting your needs.
- Request changes based on new goals or circumstances.
- Ensure funding is allocated appropriately for the next plan period.
Types of NDIS Plan Reviews
- Scheduled Plan Review: Occurs near the end of your current plan, usually every 12 or 24 months.
- Change of Circumstances Review: If your situation changes, you can request an early review.
- Internal Review: If you disagree with a decision made about your plan.
Steps to Prepare for Your NDIS Plan Review
- Reflect on Your Current Plan
- What support has worked well for you?
- Are there any gaps or unmet needs?
- Gather Supporting Documents
- Recent assessments, therapy reports, and progress notes.
- Quotes from service providers for new or ongoing support.
- Identify New Goals
- Think about what you want to achieve in the next plan period.
- These could include education, employment, health, or social goals.
- Track Your Spending
- Review your funding usage through the NDIS Participant Portal.
- Highlight any underspending or overspending to discuss during the review.
- Prepare Questions for the Review Meeting
- Can funding be reallocated if my needs have changed?
- What support is available for new goals I want to pursue?
During the Review Meeting
- Be clear about what is working and what isn’t.
- Share your supporting documents and discuss your goals.
- Ask about plan management options (self, plan-managed, or NDIA-managed).
After the Review
- You’ll receive a new plan or continue with your current one.
- If you’re unhappy with the outcome, you can request an internal review.
How Permalink Support Services Can Help
At Permalink Support Services, we assist participants in preparing for NDIS plan reviews by:
- Helping you identify goals and gather supporting documents.
- Reviewing your funding usage and highlighting key discussion points.
- Offering guidance on navigating the review process confidently.
Need support with your NDIS plan review? Contact Permalink Support Services today for expert guidance and personalised assistance!
Furthermore, learn more about our services today!
You can also Follow us on social media for updates, success stories, and more!
Stay tuned for next week’s blog on understanding NDIS funding categories in 2025!
