Plan Review Timeline Planner

A timeline planner for the months leading up to a plan reassessment, mapping tasks such as gathering reports, reviewing goals and preparing the participant's statement.

Preview of the first page of Plan Review Timeline Planner
Join Plus to download

Plus includes the PDF and an editable Word version.

Log in to save this resource

Also relevant for
Social workers
Client group
Support coordinators and participants preparing for plan reassessment.
Practice setting
Support coordination.
Format
Templates and planning tools
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Practitioners
Age groups
Practitioners and teams
Access
Plus members
Resource code
PP-NDIS-030
Version
1.0

About this resource

Preparing early makes reassessment less stressful. This timeline maps tasks from about three months before the reassessment date, such as reviewing goals with the participant, requesting reports, gathering family input and preparing the participant's statement.

Purpose

To spread preparation over time so nothing is rushed.

Who it is for

Primary profession: NDIS providers and support coordinators. Also relevant for social workers.

Client or participant group: Support coordinators and participants preparing for plan reassessment.

Practice setting: Support coordination.

Suggested uses

  • Plan reassessment preparation
  • Caseload planning
  • Training new support coordinators
  • Participant meetings

Instructions for practitioners

  1. Check the plan reassessment date early.
  2. Start with the participant's goals and views.
  3. Request reports with clear timeframes.
  4. Check current NDIS processes.

Accessibility considerations

Offer an Easy Read version for participants.

Scope and limitations

A planning tool. It is not an official NDIS document.

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. Person-centred planning shows positive but limited evidence of improving community participation and everyday choice for people with intellectual disability.

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.

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.