NDIS Plan Review Process Guide sample page preview

NDIS Plan Review Process Guide

$24.99
Instant download. One-time purchase. Fully editable Word (DOCX).

A plain-English guide that helps participants, families and staff prepare for an NDIS plan reassessment, formerly called a plan review. Give it to participants ahead of a scheduled reassessment or when their circumstances change.

What is inside:

  • What a plan reassessment is, and how the 2024 law changes renamed the plan review
  • Scheduled and unscheduled (change of circumstances) reassessments, and how to request one
  • A preparation checklist starting 8 weeks before the review
  • What the provider will supply: a progress report covering supports delivered, goal progress, changed needs and recommendations
  • What participants can raise and bring to the meeting, including a support person, advocate or interpreter
  • Comparison of NDIA-managed, plan-managed and self-managed funding
  • After the review: the new plan decision, internal review and the Administrative Review Tribunal
  • Useful contacts and relevant legislation
  • Reviewed against the current NDIS Rules, Practice Standards and Commission guidance
  • Editable DOCX with a placeholder legend, so you enter your details once
  • Instant download

These templates are general information, not legal advice. No template can guarantee registration or audit outcomes.

Buying more than one template? This one is also in

On its own this template is $24.99. Each pack below includes it, plus the rest of the set.

Digital product. Because these are instant downloads, we do not offer refunds for change of mind once your files have been accessed. This does not affect your rights under the Australian Consumer Law. Bought the wrong pack? Contact us within 30 days and we will credit what you paid towards the right one. If you have a technical issue accessing your files, contact us and we will sort it out. See our refund policy.
Your responsibility. These are editable templates provided as a starting point, not legal, compliance or professional advice. You are responsible for reviewing each template, adapting it to your service, and making sure the information is current, accurate and appropriate for your circumstances and your state or territory before you rely on it. Moreton Regional Support Services is not liable for any loss, penalty or outcome arising from your use of these templates, and no template can guarantee NDIS registration, audit or compliance outcomes.