About this resource
Plan decisions rely on good information. This checklist helps gather therapy and progress reports, the participant's own statement, family and carer input, information about what is working and not working, and quotes where needed, with a timeline.
Purpose
To make sure the right information is ready in time for plan decisions.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for occupational therapists, speech pathologists, social workers.
Client or participant group: Support coordinators, participants and families preparing for plan reassessment.
Practice setting: Support coordination and plan reviews.
Suggested uses
- Preparing for plan reassessment
- Requests for changes
- Assistive technology and home modification requests
- Tracking report requests
Instructions for practitioners
- Start early; reports take time.
- Make sure the participant's own voice is included.
- Ask report writers to address goals and functional impact.
- Check current NDIS guidance on evidence requirements.
Accessibility considerations
Offer an Easy Read version for participants.
Scope and limitations
A preparation checklist. It is not an official NDIS document and does not guarantee funding outcomes.
Research basis
This resource is designed to align with the NDIS Practice Standards and Code of Conduct; using it does not by itself demonstrate compliance. Clear, plain-language information and checking understanding (teach-back) improve understanding, safety and quality of care.
- Australian Commission on Safety and Quality in Health Care. (2014). Health literacy: Taking action to improve safety and quality. ACSQHC. https://www.safetyandquality.gov.au/publications-and-resources/resource-library/health-literacy-taking-action-improve-safety-and-quality
- Australian Government. Style Manual: Plain language and word choice. https://www.stylemanual.gov.au/writing-and-designing-content/clear-language-and-writing-style/plain-language-and-word-choice
- NDIS Quality and Safeguards Commission. NDIS Code of Conduct. https://www.ndiscommission.gov.au/rules-and-standards/ndis-code-conduct
- NDIS Quality and Safeguards Commission. NDIS Practice Standards and Quality Indicators. https://www.ndiscommission.gov.au/rules-and-standards/ndis-practice-standards
- Talevski, J., Wong Shee, A., Rasmussen, B., Kemp, G., & Beauchamp, A. (2020). Teach-back: A systematic review of implementation and impacts. PLOS ONE, 15(4), e0231350. https://doi.org/10.1371/journal.pone.0231350
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
