Monitoring & Reviewing the Plan

This guide provides information about how NDIS participant plans are monitored and reviewed. Refer to the Overview for important contextual information about these guidelines and the NDIS. These guidelines are dynamic and will be regularly updated to reflect a changing NDIS model and procedures as the Scheme is implemented.

Important information and action for OOHC and Child Protection casework staff in this guideline includes when and how to request a review of a plan for children or young people in statutory OOHC and Child Protection and how to prepare for a plan review.

A participant’s NDIS plan is based on the goals and objectives identified, and the supports needed to assist participants’ progress towards them. A review of a participant’s plan can be triggered in three different ways:

  • as a normal part of the planning cycle
  • a participant requests a review
  • the NDIA initiates a review.

For more detailed information about the NDIS plan review process, see Reviewing my plan.

Each plan has an agreed review date. This means that participants will have the opportunity to review their plan on a regular basis. This allows participants and their NDIS representative to discuss what is and isn’t working, to amend goals and objectives and adjust supports that respond to participant life changes over time.

The planning cycle lasts between six and twenty four months, depending on individual circumstances. The NDIS representative will advise participants on the length of their planning cycle.

Once a participant has a first plan, it is generally in place for 12 months. If needs change a participant may ask for it to be reviewed. For children or young people in Parental Responsibility to the Minister, casework staff as the child’s representative, may ask for a plan review.

Participants can change their participant statement of goals and aspirations. If the NDIA is given a new participant statement, they will give the participant a copy of their new plan which reflects the new participant statement and their existing statement of participant supports. Participants (or their representative) can also request a review of their plan if they are seeking a change in their reasonable and necessary supports.

Requests for a review of a plan will generally not be approved within six months of the plan being approved (or within three months where the plan is for a shorter period) unless it can be demonstrated that the participant’s circumstances have changed, or there is new information which is likely to affect the NDIA’s assessment of the participant’s need for funded supports.

The NDIA will notify participants about their decision to review a plan within 14 days of receiving a request for a review from a participant.

An NDIS representative can request a review of a plan at any time. This is separate from the review that is conducted at the end of the planning cycle.

The NDIA can decide to review a plan for a number of reasons:

  • a change in circumstances which might mean a participant needs different supports
  • feedback from internal monitoring activities – for example, funds have not been spent that were allocated for certain supports
  • a change in relation to participant supports and whether they continue to be reasonable and necessary.

A change in circumstances for children and young people in statutory OOHC and child protection may necessitate a review of their NDIS plan. The onus is on the participant (or their representative) to notify the NDIA if an event or change in circumstance happens or is likely to happen that affects their plan. For children and young people in Parental Responsibility to the Minister, FACS and NGO casework staff, as the child’s representative, are responsible for notifying the NDIA about changes to circumstances.

Examples of changed circumstances that may require requesting a plan review include a change of placement type, such as moving from foster care to residential care or moving placement to a new geographical location or entry to OOHC.

For children or young people with an NDIS plan who have entered care, casework staff should ensure that, as the ‘child’s representative’, their name replaces the child or young person’s parents’ names on the NDIA portal and that parents’ electronic access has been removed. Also in the event that there is a change of caseworker responsible for a child or young person, casework staff should ensure that the NDIA is notified of the new caseworker’s details.

For more detailed information about what constitutes a change of circumstances, see Change of circumstances.

Preparation for plan review will be similar to preparing for the planning meeting. Refer to NDIS Plan Preparation and Plan Process for further information. If Child Protection or OOHC casework staff form a professional view about additional supports that would benefit the child or young person, they can provide this advice to the NDIS representative directly (if the child or young person is in Parental Responsibility to the Minister) or to the parent/carer to share during the plan review (if the child or young person is in Child Protection).


If you have a question about the NDIS and Early Intervention, Child Protection and OOHC email

If you encounter a situation with the NDIS that differs from these guidelines and needs clarification, speak to your manager to determine whether the matter needs to be raised with the NDIA locally or go through the FACS NDIS issues escalation pathway for resolution.