Navigating the intricacies of the National Disability Insurance Scheme (NDIS) can seem daunting, especially when it’s time for your plan review. A crucial phase in maintaining your support, the review meeting is your opportunity to assess your current plan’s success and articulate your future needs and goals – proper preparation can transform this encounter from overwhelming to empowering.

This comprehensive checklist will guide you, step-by-step, ensuring you’re poised to make the most of your plan review.

Understanding the NDIS Review Process

Before diving into the checklist, it’s vital to understand what the NDIS review is. This is a regular check-in, usually annual, to discuss how well your current plan is working and what might need to change. It’s your chance to share your experiences, progress, setbacks, and any shifts in your aspirations or circumstances.

Checklist for a Successful NDIS Review

Reflect on Your Current Plan

Assess the support you’ve received and its impact on your life.
Determine if your current plan reflects your needs: What works well, and what doesn’t?
Document specific examples of successful support and any gaps or unmet needs.

Set Your Goals

Identify the short-term and long-term goals you’re striving towards.
Be clear about how these objectives align with your skills, health, independence, community involvement, and overall wellbeing.
Prepare to articulate how specific supports and funding will help achieve these goals.

Gather Relevant Documentation

Compile reports from therapists, specialists, or other providers that show your progress and their recommendations for continued support.
Organise any relevant financial documentation, including quotes for proposed equipment, unpaid invoices, or funding allocation statements.

Review Your Daily Living Needs

Create a detailed breakdown of your regular activities and the support (if any) needed to accomplish them.
Be prepared to discuss how changes in your daily living needs can better be met moving forward.

Consult with a Trusted NDIS Provider

If uncertainties linger or you feel unprepared, consider reaching out to an NDIS provider in Melbourne that offers preparatory sessions. These professionals can provide invaluable guidance, helping you navigate through your plan intricacies and review process.

Prepare for Different Outcomes

While you advocate for specific supports or funding, the NDIS may not always endorse these requests. Think about your minimum acceptable support level and be prepared for compromise or to provide further justification.

List Your Questions

The review is not just a process you undergo, but an interactive discussion. List any questions or concerns you have about your plan, the NDIS process, or policy changes.

Consider Your Support Circle

Decide if you want a family member, friend, or advocate to be with you during your review for additional support.

Logistics and Additional Needs

Confirm the time, date, and whether the meeting is in person, over the phone, or through a video call.
If you have any communication preferences or require accommodations (like an interpreter), arrange these in advance.