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Get ready for your scheduled plan review

Leonie Hogarth's picture
Fri, 2017-11-10 13:51 -- Leonie Hogarth
Some people will now have been accessing the NDIS for some time, and may be coming up to their scheduled plan review.  This article is focused on the scheduled plan reviews, that is, just prior to the expiry of your current plan.  There is further information about unscheduled plan reviews, either initiated by the NDIA or yourself, on the NDIA website. 
Almost a year into your first plan, no doubt you have thoughts on what has worked well, what needs changing, new things you would like to explore or even changes in the way your plan and funding is managed.     
Essentially, the plan review process is an opportunity to check that the supports are working well for you and helping you to progress and achieve your goals.  
The process will include reviewing areas of your life that have changed, or are likely to change, including: 
  • your living arrangement; 
  • people in your life you support you; 
  • who you spend your day – e.g. work, volunteering, social or recreational groups; 
  • as well as – how you progressed with your goals and whether there were any things that got in the way of achieving these. 
Plan reviews can be scheduled up to 2 years depending on your circumstances and goals.  The NDIA have advised that they will work with participants to identify the most appropriate review timeframe based on their circumstances. 
The plan review process will be conducted by an NDIA representative, a Local Area Coordinator (community partners contracted by the NDIA) for people aged 7yrs-65yrs, or an Early Childhood Early Intervention partner for children aged up to six years.  Depending on what changes are identified through the plan process, either the plan can be approved immediately, or it will require additional approval within the NDIA.  Once approved, the plan will be updated on the myplace portal and you will receive written correspondence.
A few tips to prepare for your review process:
  • Keep track of when your plan review is due.  If you are not contacted within 2 weeks prior to the end of your plan, you should contact your NDIS representative
  • Unspent funding in your plan does not roll over.  So, prior to the end of your plan, phone the NDIA to seek permission to increase the flexibility of how you use your funding – this is mostly applicable to the capacity building supports;
  • If you are not satisfied with the planning review decision, you can request a review of the decision made by the NDIA. 
For more information about preparing for your scheduled plan review – visit the NDIA website at or contact Epilepsy Queensland on 1300 852 853 (outside Brisbane) or 07 3435 5000.