NDIS second year plan checklist

Planning for your second National Disability Insurance Scheme (NDIS) plan can seem daunting. But it’s important that you go to your review armed with all the information required.

This checklist will help to ensure that you are well prepared for your Service Review.  

Service Review document

Make sure that your service provider(s) have complete a Service Review document.

This document typically outlines your goal for the previous 12 months and documents the progress that has been made along with factors that may have limited progress towards a goal, for example, hospitalisation or changes in circumstances.

Assessment or progress report

Gather any assessment or progress reports that may have been written in the last 12 months to show evidence of what is needed for the next 12 months.

Goals and the supports you need to achieve them

Think carefully about what you would like to achieve during the next 12 months and the supports required to achieve the goal or goals.

It is useful to consult the NDIS 2017/2018 price guide and look through the 15 different support categories. This will help you to decide the different supports you require from the various categories to help you achieve each goal.

Remember to include equipment needs

This includes any new equipment that is required and any equipment that requires maintenance and adjustments. For example, clients who are under the age of 18 may need their equipment adjusted for growth.

Take into account big changes

During the coming 12 months, will you be dealing with major life changes? These could include starting or finishing school, moving from primary to secondary school, transitioning into work or undergoing surgery. Big changes can affect your needs so think about setting goals and considering supports around these.