NDIS Plan Review Report
Template current as of July 2026. Provided by Lion Med Supplies as general information, not advice. Use it to prepare for a plan reassessment by pulling together goals, progress, and what is needed next.
A plan review (reassessment) looks at how the current plan went and what supports are needed going forward. This report gathers that in one place before the meeting.
Details
Participant name	 	
NDIS number	 	
Current plan dates	 	
Prepared by	 	
Date	 	
Goals and progress
Goal	Progress this plan	Still working towards it?	

What worked well
Supports that helped, and why:
________________________________________________
What did not work, or what changed
Supports that did not suit, and any change in the participant's situation or needs:
________________________________________________
Supports needed going forward
What the participant would like in the next plan, tied to their goals:
________________________________________________
Evidence attached
Reports, assessments, and letters that back up the requests (for example a functional capacity assessment or therapy report):
________________________________________________
Sign-off
Participant / representative	 	Date	 	
Prepared by	 	Date	 	

The NDIA decides what a plan includes. This report helps you prepare; it does not set the outcome. See ndis.gov.au for how plan reassessments work.