How to prepare for your NDIS plan reassessment
A countdown to a calmer reassessment (formerly the plan review), backed by fresh evidence.
A plan reassessment is your chance to review how things have gone and rebuild your plan for the period ahead. It was once called a 'plan review', but the idea is the same: looking at what worked, what changed, and what you need next.
A little preparation goes a long way. Gathering the right information and updating your goals over several weeks means you walk into the conversation ready to explain what you need and why.
In this guide
- A plan reassessment reviews your current plan and builds your next one.
- The NDIA usually contacts you before your plan ends to arrange it.
- Start gathering provider reports and updated recommendations several weeks ahead.
- Note what worked, what changed, and update your goals to match your life now.
- You can request a reassessment if your circumstances change significantly.
What a reassessment is
A plan reassessment is when your NDIS plan is reviewed and rebuilt. It was formerly called a plan review, and you may still hear both terms used. The purpose is to take stock of how your current plan has worked and to set up a plan that fits where your life is now.
During a reassessment, you and the NDIA look at your goals, the supports you have been using, and whether they still meet your needs. Some supports may stay the same, some may change, and new ones may be added if your situation has moved on.
It helps to think of a reassessment as a fresh planning conversation rather than a test. It is a chance to reflect on progress, raise anything that is not working, and make sure your next plan reflects your current goals and circumstances.
When it happens
A reassessment usually happens before your current plan ends. The NDIA generally contacts you ahead of time to let you know a reassessment is coming and to arrange the conversation, so you are not left scrambling at the last minute.
The timing gives you a window to prepare. Once you know a reassessment is on the way, you can start pulling together the information that will help you explain your needs, rather than trying to recall everything on the day.
If you have not heard anything and your plan end date is approaching, it is worth checking your my NDIS portal or contacting the NDIA. Your support coordinator, if you have one, can also help you keep track of when your plan is due and what to expect.
Preparing over several weeks
The best preparation happens gradually. Starting several weeks ahead gives you time to collect reports, reflect on the year, and shape your thoughts, instead of doing it all in a rush.
Begin by asking your providers for progress reports and asking your allied health professionals for updated recommendations. These can take time to prepare, so requesting them early means they are ready when you need them.
Alongside the paperwork, take some time to reflect. Jot down what has worked well, what has not, and what has changed in your life since your last plan. These notes become the backbone of what you say during the reassessment, and they help you speak clearly about your needs.
What to bring
Bring anything that helps paint a clear, current picture of your situation. Provider progress reports show how your supports have been used and what they have achieved. Updated allied health recommendations explain what professionals now suggest for you.
It also helps to bring your updated goals. If your priorities have shifted, say so, and make sure your goals reflect the life you want now rather than the one you described last time. Fresh goals help justify the supports you are asking for.
Finally, prepare a short statement of what you now need and why it is reasonable and necessary. A few clear sentences that connect your goals to the supports that help can make your case far easier for the planner to follow and act on.
If your needs have changed
You do not always have to wait for a scheduled reassessment. If your circumstances change significantly, for example a change in your health, your living situation, or the support around you, you can request a reassessment of your plan.
When you make that request, it helps to explain clearly what has changed and how it affects your support needs. Supporting information, such as a letter or report from a treating professional, can strengthen your case and show why your current plan no longer fits.
If you are unsure whether your situation calls for a reassessment, talk to your support coordinator or contact the NDIA. For official guidance on how reassessments work, ndis.gov.au and the NDIS Our Guidelines are the best places to check.
Frequently asked questions
- What is a plan reassessment?
- A plan reassessment is when your NDIS plan is reviewed and rebuilt for the period ahead. It was formerly called a plan review. You and the NDIA look at your goals, the supports you have used, and whether they still meet your needs, then set up a plan that fits your current situation. Some supports may stay, change, or be added.
- When will my reassessment happen?
- A reassessment usually happens before your current plan ends. The NDIA generally contacts you ahead of time to arrange it, so you have a window to prepare. If your plan end date is approaching and you have not heard anything, check your my NDIS portal or contact the NDIA. A support coordinator can help you track when your plan is due.
- How far ahead should I start preparing?
- Give yourself several weeks. Provider progress reports and updated allied health recommendations can take time to prepare, so requesting them early means they are ready when you need them. Starting ahead also gives you time to reflect on what worked, what changed, and to update your goals, rather than trying to do everything in a rush on the day.
- What should I bring to my reassessment?
- Bring anything that shows a clear, current picture of your needs: provider progress reports, updated allied health recommendations, and your updated goals. It also helps to prepare a short statement of what you now need and why it is reasonable and necessary, connecting your goals to the supports that help you pursue them.
- Can I request a reassessment early?
- Yes. If your circumstances change significantly, such as a change in your health, living situation, or support around you, you can request a reassessment rather than waiting for the scheduled one. Explain clearly what has changed and how it affects your needs. Supporting information from a treating professional can strengthen your request.
- Do my goals need to change at a reassessment?
- Not necessarily, but it is worth reviewing them. If your priorities have shifted, update your goals so they reflect the life you want now rather than what you described last time. Fresh, accurate goals help justify the supports you are asking for, since every support in your plan links back to a goal.
- What if I disagree with my new plan?
- If you are not happy with a decision in your new plan, you can ask the NDIA about your review rights. There are formal processes for having a decision looked at again. Your support coordinator can help you understand your options, and ndis.gov.au and the NDIS Our Guidelines explain how to seek a review of a decision.
Explore more NDIS resources
- How the NDIS works: a plain-English overview
- Am I eligible for the NDIS?
- How to apply for the NDIS, step by step
- What evidence does the NDIS need for your application?
- What types of disability does the NDIS cover?
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Official NDIS sources
- National Disability Insurance Scheme — ndis.gov.au
- NDIS Our Guidelines (operational guidelines)
- NDIS Quality and Safeguards Commission
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