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Free NDIS Planning Meeting Preparation Evidence and Reports Checklist

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Preparing for your NDIS planning meeting can feel overwhelming — but the right tools make it easier. Our free NDIS Planning Meeting Preparation Checklist is designed to help NDIS participants, families, and support teams stay organised, confident, and ready.

This easy-to-use checklist helps you gather the key reports, assessments, and supporting documents you’ll need to make the strongest case for your next plan.



Inside this free checklist, you’ll find:


  • A comprehensive list of important reports and evidence, including therapy reports, medical summaries, support provider updates, and equipment quotes
  • Clear guidance on who to request each document from (e.g., therapists, doctors, schools)
  • Tick-boxes and spaces to track when you requested and received each report




Why download this checklist?

  • Stay organised ahead of your planning meeting
  • Make sure you have the evidence needed to support your goals
  • Avoid last-minute stress by tracking progress easily
  • Feel more confident and in control of your NDIS journey




Who is it for?
  • NDIS participants
  • Parents and carers of participants
  • Support Coordinators and Plan Nominees
  • Anyone preparing for an NDIS plan review meeting




Download your free copy today and get ready to plan your future with clarity and confidence.

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Free NDIS Planning Meeting Preparation Evidence and Reports Checklist