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Tips for preparing for your next NDIS plan review

Student woman sitting at desk near window in her apartment.

Although a plan review can be a nervous experience, it is a valuable opportunity to check in to ensure that your plan is still in line with your goals, and that you are getting the support that you need. In this article, we outline some important things to prepare and consider beforehand to ensure that the review is as beneficial as possible.

What is an NDIS plan review?

An NDIS plan review is an opportunity to make adjustments to your plan and support goals for the following year. A plan review is carried out between you and an NDIA planner, Local Area Coordinator (LAC) or an Early Childhood Early Intervention (ECEI) partner. During the meeting, you will discuss multiple aspects of your NDIS plan. If you’re aged between 7 and 65 years, you will most likely complete your plan review with a LAC or NDIA planner. If your child is receiving NDIS funding, you will meet with an ECEI partner.

When will I have a plan review?

Your first plan review will usually happen within 12 months after your plan has started. It is a good idea to be proactive with this – if it’s getting towards the end of the 12 months and you still haven’t heard anything about a plan review, it’s a good idea to give the NDIA a call and start the process. Alternatively, if you don’t think your support requirements are going to be changing for a while, you can organise with the NDIS to have a longer time period for your next plan review – up to 3 years.

Think about what did and didn’t work with your current plan

Before your plan review, you should spend some time thinking about what aspects of your plan didn’t work well, and what aspects did work well. For example, you might not have adequate companionship or social support to search and apply for a job. Or, you might have achieved a goal you set, such as completing studies or attending hydrotherapy sessions. Having these positive and negative aspects written down can help you and those in your meeting to map out better solutions for you.

Have a health summary from professionals

Many things can happen over 12 months. Before you choose a date for your plan review, you may wish to check in with your trusted therapist or health professional to receive a summary of your current wellbeing and health. With these documents, you can review your progress over the year and use them to track any personal achievements. Also, it’s a good idea to bring along any timesheets and shift notes logged on the Mable platform as supporting material, to show the support you’ve received in the last year. 

During an NDIS plan review, your health summary may not be requested by the LAC, ECEI or NDIA planner, however, your health summary is a key document that can help you personally plan for new goals.

Think about your goals

In any NDIS plan, there are goals that can help you to increase your independence and experience control on a daily basis. Whatever these goals might be, write a detailed description of each and share this with your planner.

Assessing your goals is an integral part of your NDIS plan review as it allows your planner to better allocate funds for the following year. If there are goals you didn’t achieve, you should prepare responses to justify your outcomes.

If you didn’t feel your previous goals were achievable or realistic, you can work new goals into your next NDIS plan. Many people with an NDIS plan change their goals from year to year, and an NDIS plan review is a perfect opportunity to act on those changes. Depending on your goals, you can use a support worker on Mable who can support you to reach them!

Know which management option suits you (and request it in writing)

A plan review meeting is also an opportunity for you to review management options for your NDIS plan. With an NDIS plan, you can choose to have your plan agency managed, plan managed or self-managed. Each plan management option has its own benefits and unique functions.

For example, an agency managed plan means you can connect with an NDIS registered provider who could help you to find support options, while a self-managed plan can allow you to receive your NDIS funding and pay for support directly from your own bank account. If you’re thinking about changing your management option, you can discuss this with your planner at your next plan review meeting. 

A self-managed or plan managed NDIS plan can also allow you to better utilise platforms like Mable, which enables people to directly connect with independent support workers and form long-lasting support relationships. To learn how all NDIS management types can work with Mable, click here.

Your NDIS management type is extremely important in allowing you a support system that can help devise a lifestyle that suits you. 

Want to learn more about self-managing an NDIS plan? Read the complete Self Management Guide.

You can download the NDIS ‘Using your NDIS plan’ booklet here to learn more about preparing for your plan review here.

Ready to achieve more with your NDIS plan? With Mable, you can directly connect to support options in your local area and start receiving support sooner. Learn more about Mable.

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