A plan review can feel like a lot — but it doesn't need to be. At its core, it's simply a chance to check whether your current supports are working, and to adjust funding if your needs have changed.
What actually happens
You'll usually meet with your Local Area Coordinator or NDIA planner, either in person or by phone. They'll ask how your current supports are going, and whether your goals have shifted since your last plan.
How to prepare
Bring examples of how your current supports are helping — specific, concrete moments work better than general statements. If a provider has written progress notes, bring those too.
If funding doesn't match your needs
You can request an internal review of the decision. Your support coordinator can help you put this together with the right evidence.
If you'd like help preparing for an upcoming review, our support coordination team is glad to talk it through.
Continue reading
