This guide has a new home. My Plan HQ now walks you through getting ready, step by step, and shows your progress as you go. This page stays here for reference.
Getting ready for a plan reassessment
A reassessment goes better with preparation. Here are five steps, in order, using the tools on this site. Start weeks early if you can. Starting late is still better than not starting.
1 Know where your plan stands
Open the Budget Helper and work through your budgets and spending.
Underspent budgets get questioned. If you underspent because support wasn't available, or you were too unwell to organise it, write that down. It's important context, not a failure.
2 Gather your records
Open the Evidence Organiser. Mark what you have and what needs updating.
Recent reports carry more weight. If your OT or GP report is old and your needs have changed, ask for an updated one now. Waiting times are real.
3 Show your pattern
If your capacity fluctuates, complete My Fluctuation Patterns and print the summary.
If you've kept the Support Diary or the Flags Tracker, print those records too. Dated notes beat memory.
If someone cares for you, ask them to fill in the Carer Impact Log. What carers do, and what they can keep doing, matters in planning.
4 Write your thinking down
Open the Plan Reassessment Prep worksheet. What's working. What's not. What's changed. What you want next.
Use the Functional Language Builder to turn your hardest-to-say points into clear sentences.
5 Prepare for the conversation
Decide who's coming with you. You can bring a support person or advocate, no permission needed.
Borrow words from the Script Library for anything that feels hard to say.
Send your printed summaries ahead if you can, so you're not relying on memory on the day. Module 3 of the rights course covers your rights in the meeting itself.
The one-sentence version
Know your numbers, update your reports, print your patterns, write your asks, and bring backup.