NDIS Plan Review Tips

NDIS Plan Review Tips

ThumbsUp top tips for preparing for your NDIS Plan Review.

Our ThumbsUp Support Coordinators have created their top tips for what you should be thinking about in preparing for your Plan review, especially when there are significant changes required or major gaps in NDIS funding.

Our ThumbsUp Support Coordinators have created their top tips for what you should be thinking about in preparing for your Plan review, especially when there are significant changes required or major gaps in NDIS funding.

NDIS Plan Review Top Tips

01

Keep your records

Keep records over the whole year of any problems, issues and outcomes, good and bad. You can create a diary and record any issues and remember to report the successes.

02

Contact the planner (NDIA/LAC)

at minimum 8 weeks from the end of the Plan if
you have a lot of changes or the situation is complex; otherwise content them 6 weeks prior – if they have a support coordinator they would be working with them and would not need to contact the NDIA/LAC.

03

Supports that worked well

Make a list to give to the NDIA planner of what support has ‘worked well’ and why.

04

Supports that didn't work well

Make a list to give to the NDIA planner of the supports and strategies that ‘didn’t work well’ and why, plus add what could be done to improve things.

05

how to manage funds

Decide on how you want to manage the funds for each of the type of support on your lists, for example Plan Managed or NDIA managed etc.

06

develop your evidence

Develop your evidence before your NDIS Plan review, like your records or a diary, letters and assessments.

07

Do your Research

Do your research – get quotes for things you need, find out recommended type
and number of hours for assessments.

08

review your goals

Review your Participant Statement (goals and profile) and make updates and/or change things to suit your situation and needs now.

09

Have your Information Ready

Have all this information ready for the NDIA planner – hard copy for meeting and/ or upload it onto the Portal, this usually speeds up the approval of your plan.

10

What support will assist you

Decide on what support will assist you at your planning meeting (if any), like a Support Coordinator, Advocate, therapist or friend. They can assist you to make your case and/or feel more confident to express your needs and discuss your choices.

Make sure you discuss with your supporter what role you want them to take.

Our team is here to support you each step of the way through your NDIS journey.

If you have any questions, don’t hesitate to contact us!

NDIS Plan Review Participant Check-in Calls

The NDIA is extending plans to ensure continuity of support and will be in touch with you to check-in and confirm if an update or review is needed.  This is called a Participant Check-In.   During this call, you will have the opportunity to discuss how your current plan is going and if there are any changes to your circumstances that may require a plan review.  

Download your ThumbsUp Plan Review Preparation List

Our Support Coordinators have created an NDIS Plan Review preparation list to you can print or edit online. 

NDIS-Plan-Reivew

NDIS Plan Review Top Tips

NDIS Plan Review Top Tips

01

Keep your records

Keep records over the whole year of any problems, issues and outcomes, good and bad. You can create a diary and record any issues and remember to report the successes.

02

Contact the planner (NDIA/LAC)

at minimum 8 weeks from the end of the Plan if
you have a lot of changes or the situation is complex; otherwise content them 6 weeks prior – if they have a support coordinator they would be working with them and would not need to contact the NDIA/LAC.

03

Supports that worked well

Make a list to give to the NDIA planner of what support has ‘worked well’ and why.

04

Supports that didn't work well

Make a list to give to the NDIA planner of the supports and strategies that ‘didn’t work well’ and why, plus add what could be done to improve things.

05

how to manage funds

Decide on how you want to manage the funds for each of the type of support on your lists, for example Plan Managed or NDIA managed etc.

06

develop your evidence

Develop your evidence before your NDIS Plan review, like your records or a diary, letters and assessments.

07

Do your Research

Do your research – get quotes for things you need, find out recommended type
and number of hours for assessments.

08

review your goals

Review your Participant Statement (goals and profile) and make updates and/or change things to suit your situation and needs now.

09

Have your Information Ready

Have all this information ready for the NDIA planner – hard copy for meeting and/ or upload it onto the Portal, this usually speeds up the approval of your plan.

10

What support will assist you

Decide on what support will assist you at your planning meeting (if any), like a Support Coordinator, Advocate, therapist or friend. They can assist you to make your case and/or feel more confident to express your needs and discuss your choices.

Make sure you discuss with your supporter what role you want them to take.

Our team is here to support you each step of the way through your NDIS journey.

If you have any questions, don’t hesitate to contact us!

NDIS Plan Review Participant Check-in Calls

The NDIA is extending plans to ensure continuity of support and will be in touch with you to check-in and confirm if an update or review is needed.  This is called a Participant Check-In.   During this call, you will have the opportunity to discuss how your current plan is going and if there are any changes to your circumstances that may require a plan review.  

Download your ThumbsUp Plan Review Preparation List

NDIS-Plan-Reivew

Our Support Coordinators have created an NDIS Plan Review preparation list to you can print or edit online. 

Are you ready to get started?

ThumbsUp Support Coordination will help you to better understand your NDIS plan, get the most from your funding and have strong links with proven local NDIS providers. 

ThumbsUp provides face to face Support Coordination on the Sunshine Coast, Noosa, Gympie, Moreton Bay and Wide-Bay regions.