A Guide To Help You Prepare For Your First Plan Review Meeting

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What Is A Plan Review Meeting?

As a new NDIS participant, you might have heard about plan review meetings that NDIS conducts every year for the participants. The National Disability Insurance Scheme (NDIS) plans a review meeting for its participants to check their progress and make changes to their plans.

New participants usually get their plans reviewed after 6 months of their registration, and old participants can have their plan review meetings after 1-3 years, depending on the level of support they are receiving. It is still advised to have a plan review meeting after every 12 months because these meetings are conducted to identify any changes in the participant’s current situation. Participants can request to change their goals and the support they are receiving at the moment, but they will have to justify their request by giving a valid reason for the change.

Your NDIS service provider can help you prepare for your first plan review meeting. In case you don’t have a service provider, we have also made this guide to help you prepare for your first plan review meeting:

Keep Track Of Your Plan’s Ending

The first thing you need to do is keep track of your NDIS plan’s end date. You need to have plenty of time to prepare for this meeting. So having the start and end date of your plan will allow you to be thorough with your preparation. You must not wait until the last minute to prepare for this meeting. Try gathering documents as soon as you can so you don’t have to rush anything at the end.

Request Reports From Healthcare Professionals

You will have to show your progress at the plan review meeting so NDIS can see how much you’ve improved and what things didn’t work for you. In order to do that, you will need reports from your healthcare professionals stating your progress and details of your treatments.

Make sure you receive reports from all of your healthcare professionals and ask them to write them in the “right” language. Some healthcare professionals use their own jargon, which might be difficult for NDIS to understand. So using the right words is important to make your case stronger.

Review Your Goals

At your first NDIS plan meeting, you must have set some goals for yourself so NDIS can fund your support accordingly. Reviewing your goals will allow you to see how far you’ve come in terms of achieving your goals. You might also want to change your goal. You can add new goals to your plan in review meetings, or you can remove the previous goals and replace them with new goals that will also change the support you’re receiving from NDIS.

Consider The Changes

There might be some things in your plan that you are not entirely happy with. Suppose a plan manager manages your NDIS plan at the moment, but you think you are able to manage it on your own now. You can request to change the way your fund is managed from plan management to self-management. You can also choose NDIA-managed; it will give NDIA the power to pay your service providers on your behalf.


Your NDIS plan review meeting is an opportunity for you to consider whether you want something changed in your plan or not. It is not necessary to make changes to your plan. If you are happy with your current goals and support, you can keep it this way. However, if you want to make changes to your NDIS plan, these review meetings give you a chance to make those changes.

Complete Connect is the best choice for you if you’re looking for a dependable NDIS service provider. They are registered service providers, and their professional support workers serve their clients to the best of their abilities.

Contact now, and let them help you with your first plan review meeting.