The steps

  1. Schedule a pre-review meeting 60 days before the plan ends
  2. Compile outcomes data showing progress against goals
  3. Update the participant's care plan to reflect current needs
  4. Identify any unmet needs requiring funding increase
  5. Help the participant prepare for the NDIA conversation
  6. Attend the plan review with consent if invited
  7. Update service agreement based on new plan

Common mistakes to avoid

  • Not flagging the upcoming review with the participant
  • No outcomes data to support funding requests
  • Treating plan review as the participant's problem alone