The NDIS, your burning questions – Review and Planning meetings

Amicus Amicus News, blog

NDIS review or planning meetings are a way of developing a plan that suits you or for making changes to your plan if it’s not working for you. This month, we’re discussing what happens at your NDIS  meeting.

Where and when will the meeting take place:

Most people with an NDIS plan have a meeting with a local Area Coordinator or LAC. This will be somewhere that suits you both, that might be at their local office or in your home. Unless it suits you, don’t accept a meeting over the phone.

Some people have a meeting with an NDIS planner. This might be at the NDIS offices or it could be at your home if you live a long way away from the NDIS office.

Most people have a meeting once a year. Some people might have a meeting more often if their plan needs changing. Some people can have a meeting every two years if things are going well and they are happy with their supports.

The meeting will go for at least an hour and probably longer.

Who needs to be at the meeting:

The most important person at the meeting is the person with a disability who has the NDIS plan. They need to be involved and to try to understand as much as possible about the NDIS process. They might want to be at the meeting for a part of the time if it’s too hard to be there for the whole time. It is important for the LAC or planner to meet them and understand them and what they want.

Other people who could be there: 

  • Family members and people who care and understand the person with a disability are important to have at the meeting. They can help to answer questions and suggest improvements in the person’s life. 
  • If they have a support coordinator or an advocate, the person with a disability can invite them to be there. They are there to support, not direct the meeting.

What to bring to the meeting:

  • Notes to use at the meeting
  • The current plan
  • Reports from service providers- especially from therapists and allied health service providers
  • Any notes you want the planner to take away with them- this might be a carer’s statement, or a summary of the past year, or your new goals.

What to expect at your plan review meeting:

The idea of the meeting is to talk about what is happening for the person with a disability. As well as the NDIS supports you can talk about other things that have happened, like holidays, illness, family events, work and hobbies.

 NDIS things to discuss include:

  • What worked well in your plan?
  • What goals did you achieve?
  • What didn’t work as well?
  • Is there any change in your circumstances?
  • What questions do you have about how your plan is managed?
  • Would you like to change how you manage your funding?
  • What are your new goals for your next plan?

If you have thought about these questions in advance the meeting will be easier. 


You will be asked about goals for the next plan. These help to decide how your NDIS funding is organised in your new plan. Again if you have an idea of these before the meeting it will help.


The LAC or planner will ask some questions that might seem like they don’t relate to your situation. They have to get answers to questions that help to decide what kind of funding you get.


You will talk about what funding will help you next year and how it might be organised.

What happens after the meeting:

The planner will write up the meeting and decide on your next plan.

The LAC will write up the meeting and send the information to the planner to decide on the funding for the next plan.

This might take a very short time or could take longer. Eventually you will get a new plan (usually in the mail) which means the plan is ready to be used. The beginning date of the new plan should be before the old plan ends so that you don’t run out of funding.

What to do next:

Read the new plan very carefully: if it is incorrect, doesn’t make sense, or you don’t agree with it get in touch with you LAC or support coordinator or advocate straight away.

Decide what service you want to use in your new plan and get in touch with them.

They will need your NDIS number, your new plan dates, your goals and, and how your plan is managed.

Good Luck!!!

For more information, visit this page on the NDIS website.