Run an NDIS plan review the right way
You are a Support Coordinator in Disability Support Services.
What has happened
Aisha Rahimi is 27, receives daily living supports morning and evening, uses a hoist with two workers and has epilepsy. Her family speak Dari and her plan nominee has complained that the last plan review went ahead without an interpreter, so the family felt decisions were made without Aisha. Her plan review is due on 28 September. Aisha has told workers she wants to spend more time in the garden and would like to attend a women's swimming session at the local pool. Her NDIS plan includes community access hours that are not being used. Anjali Deshpande wants this review to be a model of how Willow does it.
Deliverables
- Review agenda and interpreter booking note
- Completed Individual Support Plan agreed by Aisha and her nominee
- Roster request for community access
- Complaint response and updated register entry
- Reflection on what made this review person-centred
Documents to use
Systems to use
Client Register
The master record of every person Willow supports, their program, coordinator, plan review date, risk flags and service status.
Progress Notes and Case Log
The contact record for every client: shift notes, phone contacts, case conferences and handovers, written objectively and signed off by the coordinator.
Feedback and Complaints Register
Every complaint, compliment and suggestion from clients, families, advocates and partners, with the owner, response due date and resolution status.
Roster and Shift Log
The seven-day roster of client visits and shifts, with check-in status, hours worked and shift notes for the rostering desk.
Units of competency
Current on training.gov.au for the Community Services as at 10 September 2026.
CHCDIS015Develop and provide person-centred service responsesCHCDIS017Facilitate community participation and social inclusionCHCDIS018Facilitate ongoing skills development using a person-centred approachCHCCCS038Facilitate the empowerment of people receiving supportCHCDIS020Work effectively in disability supportQualifications
CHC43121Certificate IV in Disability SupportWhat to look for
Evidence guide
Look for a plan written in Aisha's words with goals that link to her NDIS plan, evidence the interpreter was arranged before the meeting and that Aisha, not the nominee, led the decisions. Safety information must be complete enough for a new worker to act on. The complaint response must state what changed, not only apologise.