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Ndis preparing-your-plan-reviewPreparing for your plan reviewNDIS

Ndis preparing-your-plan-reviewPreparing for your plan reviewNDIS 2026

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The document is a template for NDIS pre-planning aimed at individuals under 65 years preparing for their first NDIS plan or plan review. It outlines the process of creating a personalized pre-plan that details necessary supports for participants, particularly those transitioning from hospital to community living. The template includes sections for participant information, background statements, goals, and various support categories such as core supports, capital supports, and capacity building supports. It emphasizes the importance of justifying requested supports based on NDIS criteria and provides guidance on how to complete the pre-planning process effectively.

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Click ‘Get Form’ to open it in the editor.
Begin by filling out the NDIS Participant Information section. Enter your name, NDIA number, date of planning meeting, date of birth, address, and contact details.
In the Background & Participant Statement section, provide a brief summary of your health and disability background. Include current functional capacity and daily task participation.
Document your Participant Goals broadly to allow flexibility in implementation. Clearly state each goal you wish to achieve.
For each Support Category (Core Supports, Capital Supports, Capacity Building), select relevant support items from the drop-down menus and provide justifications as needed.
Review all entries for accuracy and completeness before saving or sharing your document.

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We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

How to prepare for NDIS plan review?

In the lead up to your plan reassessment think about: What worked well in your plan. What didnt work well. Have you made progress towards your goals. Which goals you want to continue to pursue and which goals you want to change. Who can help you pursue your goals. Will you need NDIS support in the future.

How long does an NDIS plan review take?

The most time it will take for the NDIA to approve your plan is 56 days. The NDIA will also make a time to have a meeting with you to start your plan (if you want to) within 7 days.

What is a NDIS plan review?

Generally, each participant works with the NDIA to reassess their plan every 12 months. A plan reassessment is an opportunity for participants to look at their progress and set new goals to increase their skills and independence.

Why is my NDIS plan taking so long?

We may take longer to approve your plan if we need you to give us more information or get an assessment. For children younger than 9, we aim to approve your plan within 90 days after you become a participant. If youre 9 or older, we aim to approve your first plan within 56 days after you become a participant.

How to prepare for an NDIS audit?

Five Steps to Prepare for a NDIS Audit Conduct a Compliance Health Check. Start by reviewing your current policies, training materials, and compliance documentation. Train and Empower Staff. Engage with Participants. Maintain Comprehensive Records. Conduct Internal Audits.

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What are the five phases of the NDIS pathway?

The participant pathway is the way each person: first learns about the NDIS finds out if the NDIS is right for them confirms access (or learns how they can become a participant) builds a plan to support the achievement of their goals uses their plan to improve their lives.

How to prepare for a NDIS plan meeting?

Planning meeting checklist prior to your meeting Write down any questions youd like to ask. Decide who you would like to come to your planning meeting with you. Gather any other information or reports you think would be helpful for the NDIS to understand the impact of your disability and your personal circumstances.