An NDIS plan review is your formal opportunity to make sure the funding you receive still reflects your goals, daily life and clinical needs. Whether your plan is approaching its end date or your circumstances have changed, careful preparation is the single biggest predictor of a successful review outcome.
Know your timeline
Most plans run for 12 or 24 months. You'll usually receive a letter or My NDIS portal notification 6–8 weeks before your review meeting. Don't wait for the letter — start gathering evidence at least three months out so you're never rushed.
Gather strong evidence
The NDIA makes decisions based on documented need, not on how compelling your meeting performance is. Strong evidence packages typically include:
- Updated reports from your GP, allied health professionals and any specialists you see
- A clear daily-life summary that explains what you can and can't do without support
- Quotes for any new assistive technology, home modifications or consumables you need
- A short cover letter from each support worker noting changes they've observed
"The participants who get the best review outcomes are the ones who turn up with a folder, not a story." — GNA Plan Review Coordinator
Review your goals
Your plan goals shape every funding decision the NDIA makes. Goals should be specific, achievable and tied to the supports you're asking for. "Build my independence" is vague; "Travel independently to TAFE three days a week using public transport" is reviewable.
Refresh, don't reuse
If your old goals are still relevant, keep them — but add new ones that reflect where you are now. Did you start work? Move out of home? Start managing your own medication? Each milestone is an opportunity to refine your supports.
Track what you actually use
Run a quick audit of your current plan with your plan manager or LAC. If a budget is constantly overspent, the review is the moment to argue for more. If a budget is underspent, be ready to explain why — was it provider availability, illness, or no longer needed?
Bring a support person
You're entitled to have a family member, advocate or support coordinator with you. They can take notes, prompt you on issues you forgot, and confirm details after the meeting. If your meeting is by phone or video, test the technology a day in advance.
How GNA Services can help
Our Support Coordinators have prepared hundreds of review packages and can attend your meeting with you. We help you collect the right evidence, frame your goals clearly, and follow up if the draft plan doesn't reflect what was agreed. Call 1300 133 633 to book a free review-prep session.
