What is an NDIS plan reassessment?

A plan reassessment, formerly called a plan review, is when the NDIA looks at your plan to check whether your supports still meet your needs and goals. It is an opportunity to update funding as your circumstances change. Preparing evidence and provider reports beforehand helps the reassessment reflect your current situation accurately.

When should I start preparing for my reassessment?

Start around eight weeks before your reassessment. Use that time to list your goals, note what has changed, and ask providers for reports and quotes. Gather evidence at four to six weeks, then bundle documents and questions one to two weeks out. Early preparation avoids a last-minute rush.

What evidence should I gather for a plan reassessment?

Collect recent reports from your treating professionals, any new assessments, and provider quotes for supports you need. Notes on your progress toward goals and any changes in your daily life also help. Function-focused evidence that shows your current needs gives the NDIA a clear basis for decisions about your funding.

How is a reassessment different from a plan review?

They are essentially the same process under a newer name. What used to be called a plan review is now referred to as a plan reassessment. The purpose is unchanged: to check your plan still fits your needs and goals, and to update your supports and funding where appropriate.

What should I do on the day of my reassessment?

Bring your bundled documents, goals and questions. Speak clearly about what supports are working, what is not, and what has changed. Share your provider reports and quotes. Take notes during the conversation so you remember what was agreed, and ask when you can expect your updated plan.

Preparing for a plan reassessment (review)

A plan reassessment (formerly “plan review”) is your chance to adjust funding as your life changes. Preparing over a few weeks — rather than the night before — makes for a stronger, calmer meeting.

8 weeks before

List your goals and what has changed since your last plan
Note what worked, what didn’t, and what you now need
Ask your current providers for progress reports and updated quotes
Book any allied-health assessments you might need

4–6 weeks before

Gather progress notes and any new reports
Get updated OT or allied-health recommendations if your needs changed
Draft a short statement of what changed and why more or different support is reasonable and necessary

1–2 weeks before

Bundle your goals, reports, quotes and questions in one place
Confirm the meeting time, format and who will attend
Write down the outcomes you want from the meeting
Arrange a support person or advocate if you’d like one

On the day

Bring your bundle and your current plan
Explain what changed, using your evidence
Ask how each request maps to your budgets
Note next steps and who to contact

Good to know

Our plan-reassessment supporting letter template gives you a head start on your statement.
Evidence dated within the last 6–12 months carries the most weight.

Why this checklist

A plan reassessment, once known as a plan review, is your chance to make sure your NDIS supports still fit your life. This week-by-week countdown helps you prepare calmly rather than rushing at the last minute, so your next plan reflects how things have changed.

Circumstances shift over time. Your goals may have moved on, your needs may have grown, or some supports may no longer be right. Preparing early means you can gather evidence and provider input while there is still time to do it properly.

How to use it

Around eight weeks out, list your goals and note what has changed since your last plan, then ask your providers for reports or quotes. At four to six weeks, gather your evidence, including any new assessments or letters from treating professionals.

One to two weeks before, bundle your documents together and write down the questions and requests you want to raise. On the day, bring everything with you, speak clearly about what is working and what is not, and take notes so you remember what was discussed. If a support person can join you, they can help you stay on track and recall the details afterwards.

Benefits of preparing it beforehand

Preparing ahead means you arrive with clear evidence of your progress and your current needs, which helps the NDIA make well-informed decisions about your funding. Provider reports and quotes carry real weight when they are ready on time.

A structured countdown also removes stress. Instead of a last-minute scramble, you move through each stage steadily, and you are far more likely to secure a plan that genuinely supports your goals for the year ahead.

Spreading the work over several weeks also gives your providers enough notice to prepare quality reports and quotes, which can make a meaningful difference to the outcome of your reassessment.

Preparing for a plan reassessment (review) — FAQs

What is an NDIS plan reassessment?: A plan reassessment, formerly called a plan review, is when the NDIA looks at your plan to check whether your supports still meet your needs and goals. It is an opportunity to update funding as your circumstances change. Preparing evidence and provider reports beforehand helps the reassessment reflect your current situation accurately.
When should I start preparing for my reassessment?: Start around eight weeks before your reassessment. Use that time to list your goals, note what has changed, and ask providers for reports and quotes. Gather evidence at four to six weeks, then bundle documents and questions one to two weeks out. Early preparation avoids a last-minute rush.
What evidence should I gather for a plan reassessment?: Collect recent reports from your treating professionals, any new assessments, and provider quotes for supports you need. Notes on your progress toward goals and any changes in your daily life also help. Function-focused evidence that shows your current needs gives the NDIA a clear basis for decisions about your funding.
How is a reassessment different from a plan review?: They are essentially the same process under a newer name. What used to be called a plan review is now referred to as a plan reassessment. The purpose is unchanged: to check your plan still fits your needs and goals, and to update your supports and funding where appropriate.
What should I do on the day of my reassessment?: Bring your bundled documents, goals and questions. Speak clearly about what supports are working, what is not, and what has changed. Share your provider reports and quotes. Take notes during the conversation so you remember what was agreed, and ask when you can expect your updated plan.

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Official NDIS sources

Novida is an independent directory, not the NDIA. We explain each form in plain English and link you to the official copy — always download and submit the current version from the official website, as forms are updated from time to time.