Plan Review Report Template
- Built on the NDIA progress report template
- Copy or print
- Nothing stored or sent
Participant and plan
Provider details
How you engage with the participant
Participant goals
How far the participant pursues their goals is up to them. Rate progress the way they see it.
Celebrations
Achievements, milestones or progress the participant would like to share. No achievement is too small.
Community and mainstream supports
Funded supports
Budget and spent to date are optional and not part of the NDIA template. They show how fast funding is being used.
Recommended supports
Justify each recommendation: the proposed outcome, and any risks or impact on other supports.
Referrals, assessments and reports
Attach or upload any new ones when you submit the report.
Participant safety
Risks or concerns this period. This is not a replacement for incident reporting. If there is an immediate risk, contact emergency services.
Attachments and sign-off
Sections complete
Plan reassessment and evaluation report
Add budgets and spend in section 7 to see how fast funding is being used against time through the plan.
- Participant and plan
- Provider details
- How you engage
- Participant goals
- Celebrations
- Community and mainstream
- Funded supports
- Recommendations
- Referrals and reports
- Participant safety
- Discussed with participant
Built in your browser. Nothing you type is stored or sent anywhere.
Your report
Support coordination
Plan reassessment and evaluation report
Participant
| Name | — |
| NDIS number | — |
| Plan start | — |
| Plan end | — |
Provider
| Provider | — |
| Completed by | — |
| Phone | — |
| — |
How we engage with the participant
| Agreed frequency of contact | — |
| Nominated contact | — |
| Primary contact | — |
| Secondary contact | — |
| Other key contact | — |
Participant goals
None recorded.
Celebrations: achievements or progress
—
Community and mainstream supports
None recorded.
Funded supports
| Budget | Meeting needs | Used | Comments |
|---|---|---|---|
| Core | — | — | — |
| Capacity building | — | — | — |
| Capital | — | — | — |
Recommended supports and justification
None recorded.
Referrals, assessments and reports
None recorded.
Participant safety
None recorded.
Attachments
None recorded.
Not yet discussed with the participant. Completed by ________________.
What a plan reassessment report is for
Before a participant’s plan is reassessed, the NDIA asks their support coordinator for a plan reassessment and evaluation report. It tells the NDIA how the plan has gone, which supports worked, where funding went, and what the participant needs next. A clear report with evidence attached gives the delegate what they need to decide on reasonable and necessary supports.
Make each section count
- Goals in the participant’s words. Rate progress the way they see it, using the NDIA’s five-point scale.
- Budget use against time. Spending 80% of a budget at the halfway point, or 20%, both need explaining. Section 7 shows the gap.
- Justify every recommendation. Say why it is needed, what outcome it should achieve, and any risks or effect on other supports, with reports attached.
- Be specific about barriers. Name the barrier and what you did about it, not just that there was one.
The NDIA asks that you complete reports with the participant and make sure they know what you are telling the Agency. For day to day records, use the billable case note template. In Rostery, goals, notes and budget use are already on the participant’s file, so the report starts filled in.
What this tool follows
- NDIS: What are support coordinator reporting requirements: the three report types, what progress reports should include, how to submit
- NDIA: Support coordination – progress report template (DOCX): the sections, rating scales and referral status options this template follows
- NDIA: Support coordination – implementation report template (DOCX): for the initial report 8 weeks into a plan
- NDIS: What is a plan reassessment: how and when a plan is reassessed
General information only, not financial, legal or claiming advice. Always check a claim against the current official documents.
Questions people ask
What reports does a support coordinator have to provide?
The NDIA lists three: an initial plan implementation report, completed 8 weeks after the plan begins or after you accept the request for service; a mid-term implementation report, completed on a regular basis; and a plan reassessment and evaluation report, completed before the participant’s next plan reassessment. The timing for each participant is set out in the request for service.
Is this the NDIA’s official template?
No, but it follows it. The sections, rating scales and status options come from the NDIA’s “Support coordination – progress report” template. We added the recommendations section from the NDIA’s list of what progress reports should include, and optional budget and spend fields to show how fast funding is being used. You can download the official Word template from the NDIA’s reporting requirements page.
What should a support coordination report include?
The NDIA says progress reports should generally include a summary of supports provided, how they helped the participant work towards their goals, links to mainstream and community supports, barriers and the strategies used, any risks to the participant or others, evidence relevant to deciding reasonable and necessary supports, and justification for any recommended additional supports, including the proposed outcomes and any risks or impacts on other supports.
How do I submit the report?
Support coordinators submit reports as attachments in the my NDIS provider portal. The NDIA asks you to submit them yourself rather than asking the participant to send them.
Will reporting slow progress lead to cuts in the participant’s plan?
The NDIA’s template says how far the participant pursues their goals is up to them, and that it won’t use a report of less progress than hoped to reduce or remove supports when the plan is reviewed, unless the participant’s disability support needs have changed.
Is the safety section an incident report?
No. The NDIA template says the safety section is not a replacement for incident reporting. Registered providers must still meet their obligations to raise concerns, and if there is an immediate risk you should contact emergency services.
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