Last checked: 13 July 2026.
An NDIS plan reassessment checklist can help you organise information about your current plan, goals, support needs and any changes in your life. It cannot guarantee a particular decision. The information that matters will depend on why your plan may need to change and your individual circumstances.
This article provides general information only. Ask your NDIS contact what information or evidence the NDIA needs for your situation.
What a plan reassessment is
A plan reassessment is the process the NDIA uses when it may need to replace a participant’s plan with a new one. The current NDIS plan reassessment guidance says this may happen when a participant’s situation has changed and their plan no longer meets their needs, or when the plan’s reassessment date is approaching and different NDIS supports may be needed.
Not every change requires a full reassessment. The NDIA may make a smaller change through a plan variation. The NDIS guide to changing a plan explains the difference and says the NDIA considers the reason for the requested change, the information provided and how the request fits with the plan as a whole.
There is no universal ranking of plan evidence
There is no single document or phrase that guarantees a better decision. Relevant information can come from the participant, their family or other informal supports, treating healthcare professionals, therapists and support workers. The useful mix depends on the decision the NDIA needs to make.
According to the NDIS guidance, new information is especially relevant where a participant’s situation or disability support needs have changed. A report should stay within the writer’s role and expertise. For example, a support worker can describe support delivered and observations from sessions, but should not present a clinical diagnosis or assessment as their own.
Your NDIS plan reassessment checklist
Write down why the plan may need to change. Is the reassessment date approaching and might different NDIS supports be needed? Has the participant’s situation changed? Does the current plan no longer match their disability support needs? Be clear about the issue without assuming the outcome.
Ask what information the NDIA needs. The official preparation guide says an NDIS contact can explain the kinds of information and evidence needed. This can help avoid gathering reports that are not relevant to the reason for the reassessment.
Review the current plan and goals. Note what supports were used, what worked, what did not work as expected and what goals are still being pursued. If goals have changed, explain what changed and why. Remember that changing a goal does not automatically add funding or supports.
Describe everyday support needs accurately. Include relevant examples of what the participant does independently and what requires physical assistance, supervision, prompting, planning or other support. Add enough context to explain frequency, safety, consistency and the effect on daily life.
Gather reports that relate to the question being decided. Depending on the circumstances, this may include assessments or reports from treating healthcare professionals, therapists or support workers. A new clinical report is not automatically required for every reassessment. Ask the NDIA what is needed before arranging new assessments.
Include progress, barriers and risks where relevant. A balanced record can show the supports delivered, progress towards goals, barriers encountered and risks observed. Progress does not automatically mean support is no longer required, and limited progress does not automatically mean funding will increase.
Explain changed needs or circumstances. Record what changed, when it changed, how long it is expected to last and why the current plan may no longer fit. New information is particularly important when the request is based on a change in situation or disability support needs.
Check accuracy and consent. Make sure names, dates, services and observations are correct. Distinguish what a provider observed from what the participant or another person reported. The participant should know what information is being shared and why.
Keep a copy and use an official submission route. The NDIS preparation guide explains the current ways to provide information, including the NDIS service hub or through an NDIS contact or local office.
A practical format for everyday support notes
Notes do not need complicated language. A factual entry can record:
the date and setting
the participant’s relevant goal or activity
the support actually provided
the amount or type of prompting, supervision or assistance
what was observed during the session
any barrier, risk or change that arose
the participant’s own comments, clearly identified as their comments
Write notes at or close to the time of the support. Avoid guessing about events you did not observe. A record should describe what happened, not use exaggerated language to try to produce a particular funding result.
What provider reports can cover
The NDIS provider report-writing guide describes progress reports as records of supports delivered, outcomes, progress towards goals, challenges and relevant risks. Different provider types have different reporting responsibilities and professional scopes.
An allied health plan reassessment report can include assessments and clinical recommendations within that professional’s expertise. A support-worker note or progress summary can describe direct support and observed outcomes, but it does not become a clinical report. Neither type of record guarantees that a support will be funded. The NDIA considers the available information against the NDIS funding rules and the participant’s circumstances.
Common assumptions to avoid
“More pages must be better.” Volume does not make information relevant or accurate.
“One provider’s evidence always ranks above another’s.” The relevant source depends on the issue being considered and the writer’s role.
“Using the right words will secure funding.” No template or phrase guarantees a plan outcome.
“A new goal automatically means more funding.” Goals are one part of the NDIA’s decision.
“Progress proves support can stop.” Progress and ongoing support needs should both be described accurately.
Consent and sharing information
The participant controls who they share plan information with. The NDIS consent guidance explains that participants can choose what providers may access and can change or withdraw consent.
Before a provider sends a report or support notes to the NDIA or another person, the provider should confirm the participant’s consent and explain what will be shared. The participant should be able to read the report or notes and raise factual corrections.
HORIZONS Support Network’s limited role
HORIZONS Support Network is a non-registered support-worker provider for self-managed and plan-managed participants only. We do not support NDIA-managed participants. We provide practical support-worker services in Brisbane where they fit a participant’s current approved plan and service agreement, including daily personal activities, independent living skills, social and community participation and Short Term Respite.
With the participant’s consent, we can keep factual, contemporaneous notes about support we delivered, the goals worked on and what was observed during a session. We cannot manufacture, exaggerate or backdate evidence, or make clinical findings outside our role. We cannot decide what the NDIA will fund. We cannot guarantee funding or other outcomes.
We do not provide Supported Independent Living (SIL), clinical services, Support Coordination, plan management, advocacy or legal advice. We can discuss whether our support-worker services fit a participant’s current plan, but we cannot prepare or run a participant’s reassessment for them.
