Plan Understanding Checklist

Ten simple checks. Tick what you already know. The rest shows you exactly where to find the answer. No wrong answers, no score, no judgement.

🔒 Your ticks save on this device only. Nothing is uploaded.

0 of 10 understood

I know when my plan started and when my reassessment is due

It's on the first pages of your plan. Your reassessment date matters most: preparation starts well before it.

I know which budget types my plan has

Core, Capacity Building, and sometimes Capital. The Plan Explainer reads yours out in plain words.

I know roughly how much is in each budget

Rough is fine. The Budget Helper helps you work out what your figures cover.

I know how my plan is managed

Self-managed, plan-managed, or agency-managed. It changes who pays invoices and which providers you can use. It's written in your plan.

I know who my main contact is

A Local Area Coordinator, support coordinator, or NDIA planner. If you're not sure, call the NDIA on 1800 800 110 and ask.

I know which of my supports are stated and which are flexible

Stated supports must be spent exactly as written. Flexible funding can move within its budget. Your plan document marks the difference.

I know how to check my spending

Through the my NDIS portal or app, or your plan manager's statements. Checking monthly avoids end-of-plan surprises.

I know what my plan says my goals are

They're near the front of your plan. If they don't sound like you, the Goal & Support Wish List helps you write ones that do.

I know what I can do if my plan isn't working

You can ask for a plan variation or reassessment, and you can seek a review of decisions. The free How the NDIS works guide covers the steps.

I know where my plan document is kept

Paper, PDF, portal, or all three. The Evidence Wallet gives it a private home on your device.

What changed recently?

NDIS rules and prices change through the year. Press the button to see the latest plain-language updates. This is the one part of this page that fetches from the internet, and it only happens when you press it.

See all news, in plain language →