NDIS Goals and Plan Review Worksheet: Free Word Download
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NDIS goals and plan review worksheet
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Download the ndis goals and plan review worksheet (Word DOCX). No email or account is needed.
Use this worksheet to prepare what you want to say at a planning conversation, check-in or reassessment. It is your working document, not an application or an assurance of funding.
What is in the download
My goals and everyday life
About me. What matters to me. What I want to work towards. What is working. What is difficult. My choices.
Review and evidence organiser
What changed and when. Impact on daily life. Evidence I already have. Evidence to request. Questions for my NDIS contact. Actions and sharing.
How to use it
- Save a working copy and replace the bracketed prompts. Remove sections that do not apply.
- Involve the person in the discussion and use their preferred communication format.
- Verify dates, contacts and source records. Clearly attribute information supplied by someone else.
- Record who completed the document and when. Make later corrections traceable.
- Share only necessary information with the appropriate recipient and retain the record securely.
Before you rely on it
You can discuss your goals in the format that works for you. Do not invent a goal to match a service or exaggerate needs. Keep professional opinions attributed to their author. Use the NDIA process for a plan change or review; completing this worksheet does not lodge a request.
Sources and related resources
Find more free care templates. These documents support the work of providers, coordinators and participants; Carevo is a connection platform.
Your next step
Compare care providers
If you need services to put your goals into action, describe the support you want and compare provider responses. This does not submit a plan review to the NDIA.
Free to send a request. Provider availability, suitability and prices need confirmation before you agree to services.
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Andre is the co-founder and CEO of Carevo. He holds a Bachelor of Commerce, majoring in Marketing, and a Bachelor of Arts from UNSW Sydney, where his majors were International Relations, Politics, Information Systems, and Media and Communications, graduating in 2014, and went through the UNSW 10x Founders accelerator in 2023.
