Introduction

What to Expect at Your NDIS Plan Reassessment

Every NDIS plan has a shelf life—and before it ends, the NDIA will invite you to a plan reassessment (formerly called a plan review).

Whether it’s your first or fifth review, reassessments can feel overwhelming. But with the right preparation and insight, they’re also a powerful opportunity to shape your supports and advocate for what you really need.

In this guide, we’ll cover:

• What a plan reassessment is
• What happens before, during, and after
• How to prepare strong evidence
• What Assist Providers can do to help

🔁 What Is an NDIS Plan Reassessment?

A plan reassessment is a formal process where the NDIA:

• Reviews your current supports
• Looks at how you've used your funding
• Considers changes in your needs or goals
• Decides on funding for the next 12–36 months

There are two types:

1. Scheduled reassessment – typically 12 months after your plan starts
2. Participant-requested reassessment – if your situation changes (Section 48, NDIS Act)

📆 When Do Reassessments Happen?

You’ll usually be contacted:

• 2–3 months before your plan ends
• To schedule a plan reassessment meeting (can be by phone, video or in person)

Your current plan remains active during the reassessment period, and your funding rolls over until the new plan is approved.

🧭 What to Expect During the Reassessment Process

✅ Before the Meeting

You'll be asked to:

• Reflect on how you've used your plan
• Update your goals
• Share what worked and what didn’t
• Gather supporting reports or assessments

Pro Tip: Ask your support coordinator or providers for progress reports that clearly outline outcomes and any ongoing needs.

✅ During the Meeting

The NDIA planner or LAC will:

• Discuss your current goals
• Ask if your needs have changed
• Review your capacity building outcomes
• Explore any changes in informal or mainstream supports
• Talk about how you're managing your plan (self, plan, or NDIA-managed)

This is your time to speak up about gaps, challenges, or any new support needs.

✅ After the Meeting

Your reassessment results in:

• A new plan with updated funding
• Or sometimes, an automatic plan rollover if no changes were needed

You’ll receive a copy of your new plan (check it carefully!).

🧾 What Documents Should I Prepare?

Here’s what to gather before your reassessment:

• Allied health reports (OT, psych, speech, etc.)
• Quotes for requested supports (e.g., therapies, assistive tech)
• A current functional assessment (if relevant)
• Letters from informal supports or schools/employers
• Budget usage breakdown (what’s working and what’s not)

Assist Providers offers NDIS reassessment checklists and templates for progress reports—designed to match NDIA expectations.

📄 Case Example: Tahlia, 9, Autism + SPD

At her last reassessment, Tahlia’s mum came prepared with:

• OT report showing improvements but ongoing sensory challenges
• A letter from her teacher about her need for social skills support
• Updated goals focused on transitioning to mainstream school

Result: Tahlia received increased therapy hours and support worker funding after school.

🚫 Common Reassessment Mistakes

• Not preparing evidence in advance
• Using vague or generalised language (e.g. “needs help with life skills”)
• Not linking supports back to goals
• Forgetting to discuss upcoming life transitions (e.g., school, work, moving)

🧰 How Assist Providers Can Help

✅ Reassessment evidence checklists

✅ Templates for goal setting and progress reports

✅ Coaching for families and participants before reassessment meetings

✅ Support coordination during the entire process

We work alongside providers and participants to make sure every reassessment is clear, comprehensive, and confident.

🏁 Final Thoughts

Your NDIS reassessment is more than just a formality—it’s your chance to make sure your plan fits your life.

With the right documents, clear goals, and support from experienced professionals, you can walk into your meeting ready to advocate for what you need.

Don’t just go through the process. Own it.

Let Assist Providers help you get it right.