Plan reviews
A simple checklist before your NDIS plan review
Written September 2026 · 4 min read
Every plan has an end date, and before then the NDIA checks in to decide whether to keep the plan going or make a new one. The more organised your records are, the easier this is, and the more likely the next plan matches real life.
Four to eight weeks out
- Find the dates. When does the plan end, and has the NDIA been in touch about a check-in?
- Ask for progress reports. Therapists and support workers often need a few weeks' notice.
- Look back over the year. Letters, summaries, invoices, and notes you've kept.
Write down what's changed
- What's got harder, or easier?
- What support is working, and what isn't?
- What support is missing, and what happens without it?
- Any new diagnoses, hospital stays, or changes at home, school, or work?
If things have changed significantly before the plan is due to end, you don't have to wait. You can tell the NDIA about a change in circumstances, which can lead to a plan change sooner.
After the check-in
If a new plan is made and you disagree with a decision in it, you can ask for a review, generally within 3 months of the decision.
Sources
NDIS rules and processes change. If anything here doesn't match what the NDIS says now, go with the NDIS, and
let us know so we can fix it.
Not sure where you are in all this?
PaperCalm asks a few simple questions, then shows you the next step, explains your letters in plain language, and keeps everything in one place.
Start your free 7-day trial
Plan review coming up? Get my free checklist.
PaperCalm is an independent tool. It isn't affiliated with the NDIS or the NDIA, and this isn't legal, medical, or financial advice.