ndis toolkit
Plan Reassessment
Our top tips and resources to guide you on how to prepare for your upcoming plan reassessment or requesting a plan review
What is a plan reassessment?
Your NDIS planner will contact your for a ‘participant check in’ a few weeks before your current plan end date, and to book in your plan reassessment meeting. You will discuss what worked well and didn’t work well in your current plan. Some participants may not require a full plan reassessment, however if your circumstances have changed or you would like a full plan reassessment, you can discuss this with your planner.
Who runs the meeting?
One of the following people will be there to run and manage your meeting:
An Early Childhood Early Intervention Coordinator (ECEI Coordinators) – someone who supports children (under 9 yrs) and their families.
A Local Area Coordinator (LAC) – someone who helps people with disability find and use services and supports.
An NDIA Planner – someone who makes AND approves new plans
Where is the meeting held?
It is up to YOU whether you would like the meeting to be on the phone, zoom or in-person. You can chat to your NDIA representative about this when the meeting is arranged. You can also have the option to invite supports along such as a family member, friend or Support Coordinator
How long is the meeting?
Usually the meeting runs for 1-2 hours, there is a lot to discuss so it is a good idea to write your questions before hand and have someone attend the meeting with you, if available.
What if I can’t attend the meeting?
If you are not in a position or unavailable to complete your planning conversation over the phone or in-person, contact your ECEI, LAC or Planner and the NDIS will make alternative planning arrangements.
What happens in my plan reassessment?
This is your opportunity to review your plan funding, circumstances and discuss if changes in supports are required. During the meeting you will be asked questions about:
- What worked well in your plan?
- What didn’t work as well?
- Is there any change in your circumstances?
- Have you made progress towards your goals?
- What goals did you achieve?
- What questions do you have about how your plan is managed?
- Would you like to change how you manage your funding?
- What are your new goals for your next plan?
How do I prepare for my plan reassessment?
Start preparing for your plan reassessment a few weeks before to make sure you have everything you need. These may include reports/assessments, and what questions you can prepare:
What reports do I require?
Your NDIS representative may need you to provide assessments or reports from your providers for this meeting. It is helpful if these reports outline:
– What supports were provided and how often
– How these supports helped you work towards your goals
– Recommendations for future supports &. services
What questions can I prepare?
Some things to consider, and questions to prepare ahead of time include:
– Any changes to your circumstances in the next 3 years (school, work, university, moving out of home,
– What social & community supports you are connected with
– Any new goals or outcomes you would like to work towards
– If you would like to change how your plan is managed? Not sure, click here for more info on plan management
– Who can help you work towards your goals
Click below to download our FREE Resources for our ‘How to prepare for your NDIS Plan Reassessment’
What if I don’t need a reasssessment?
If you don’t require any changes to your current plan funding, and you don’t expect any change to your current circumstances in the next 12 months – you can simply request an automatic plan extension.
If your plan reaches it’s end date, and you did not request a plan reassessment or your are still awaiting a response, than your current plan will be automatically extended for up to 12 months (unless your current plan is more than a 12-month plan, in which case your plan will be extended for the same timeframe.)
How do I request a plan reassessment?
Your NDIS planner or representative will contact you a few weeks before your plan end date to schedule your plan reassessment.
If you need to request a plan reassessment earlier, you can do so by simply contacting your NDIS representative or calling the NDIA on 1800 800 110
Other Steps
Using your funds
- How do I read my plan?
- Understanding my NDIS Plan
- I have my plan, what next?
- Finding Supports
- Setting up Service Agreements
- Preparing for a plan review
