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NDIS plan reassessment checklist

Work through this before your plan reassessment or support needs assessment. Tick things off as you go, then print it and take it with you.

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1. Gather your documents

Assessors and planners decide on what you can show, so bring the evidence.

Your current NDIS plan (and the letter telling you about the reassessment)Recent reports from therapists — OT, physio, speech, psychology — ideally from the last 12 monthsLetters or reports from your GP or specialists about your disability and its impactProgress notes or summaries from providers and your support coordinatorAny equipment or home modification quotes you're waiting onA note of what you've spent in each budget and anything left over or overspent, with reasons

2. Describe your daily life

Be honest and specific. Don't play down your needs.

Write down a typical day — what you do yourself and what someone helps withWrite down a hard day — what changes and what extra help you needList tasks you can't do safely, or that leave you exhausted for days afterwardsNote how often you need help (e.g. 'help showering every morning, 45 minutes')List supports that have worked well and what they've made possibleList supports that haven't worked, and why

3. Get input from the people around you

Carers often see needs that participants get used to and stop mentioning.

Ask your carer or family member to write down what they do for you each week and how long it takesNote anything your carer can't keep doing, or that affects their health or workAsk your support coordinator or therapists what they think should changeDecide who you'd like with you at the meeting (family, carer, advocate) and let them know the date

4. Set goals for your next plan

Goals help show why each support is needed.

Pick 2–4 goals that matter to you, in your own wordsFor each goal, note the supports that would help you get thereNote any goals you've achieved or progressed — and what made that possible

5. On the day and afterwards

You're allowed to ask questions and take your time.

Bring a list of questions (e.g. 'How will this assessment be used to set my budget?')Ask for anything you don't understand to be explained in plain EnglishAsk how you'll be able to check and correct what's recordedWhen you get your new plan, check it carefully against what you asked forIf you disagree with a decision, ask about a review — there are time limits, so check ndis.gov.au or call 1800 800 110 straight away

Want help writing it all up?

Wevlo's plan review tool walks you through 18 questions and turns your answers into a clear written summary you can take to your assessor or planner. Free for 30 days — no card, no NDIS number.

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Read the full reassessment guide · Ask Wevlo a question free

General information only, not advice. Wevlo is not an NDIS-registered provider and is not part of the NDIA. Check ndis.gov.au or call the NDIA on 1800 800 110 about your own plan. Printed from wevlo.com.au.