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NDIS Plan Review Preparation Guide

Document what's working, what you need, and your goals — and generate a summary to bring to your review meeting.

📋 Work through each section to build your NDIS Plan Review summary. This document helps you prepare for your meeting with your Support Coordinator or NDIA planner.

👤 Your Details

Your Name

NDIS Number

Current Plan End Date

Support Coordinator (if any)

Disability / Health Condition

Preferred Plan Length

✅ What's Working Well in Your Current Plan?

Supports that are working well and should continue

⚠️ What's Not Working or Needs to Change?

Supports or services that haven't worked or need to change

Supports you haven't been able to use (and why)

🎯 Your Goals for the Next Plan

Goal

Why This Matters to Me

🏥 Your Support Needs

Changes in your disability, health, or circumstances since your last plan

New supports you believe you need (and why)

Informal supports (family, friends, community)

💬 Anything Else for the Planner?

Any other information, concerns, or requests for the NDIA planner