Preparing for Your Plan Reassessment

Make your reassessment easier with clear evidence, updated goals, and a simple plan for what you want to change.

Quick Checklist

Updated goals and what you achieved since the last plan
Therapy and support reports (progress, recommendations, hours needed)
Roster/schedule showing how supports are used (incl. travel & cancellations)
Budget summary (what’s underspent/overspent and why)
Quotes for new items/services (if requesting changes)
Risk or change in circumstances statements (if applicable)

Show Outcomes

Give specific examples (school, work, community, daily living). Brief dot points beat long prose. Link each example to a goal and the supports that helped.

Evidence Bundle

Collect recent reports (OT, physio, psychology, behaviour support), attendance/usage logs, and relevant quotes. Put them in one PDF if possible.

Requesting Changes

Explain what’s changing (needs, risks, life stage) and why current budgets no longer fit.
Attach professional recommendations and quotes for new or adjusted supports.
Be clear about frequency and duration (e.g., “OT weekly for 12 months”).

Tips for the Meeting

Bring a brief agenda (goals, what worked, what didn’t, changes requested).
Ask how outcomes will be measured and confirm next steps and timeframes.
Take notes or ask your coordinator/plan manager to attend.

FAQs

Submit what you have, explain what’s pending, and ask your practitioners to send reports directly when complete.

Yes, if your circumstances change significantly. Provide evidence and contact the Agency or your planner.

Last updated: 29 October 2025