Plan reviews aren’t just a paperwork exercise — they shape your funding for the next 12 months or more. If you can’t clearly explain what supports have helped, what hasn’t worked, and what needs to change, you risk losing the services you rely on.

This is where Level 2 Support Coordination can make a real difference. A good coordinator doesn’t just “prepare” you for a review — they equip you to speak up, show evidence, and get what you need. Here’s how.

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1. Clarify your goals — and link them to real outcomes

Your NDIS plan is built around your goals. If you can’t clearly connect your supports to those goals, it becomes harder to justify continued or increased funding.

A support coordinator can help you:

• Break big goals down into clear, measurable steps
  
  
• Write goals in NDIS-friendly language that aligns with funding categories
  
  
• Review how your current supports are helping (or not helping) progress these goals
  
  

For example, if your goal is “to increase independence in the community,” your coordinator might help you track how regular support worker hours have helped you catch public transport, attend group activities, or feel less anxious in public places. These details matter.

At United Foundation, we often support participants by creating simple outcomes-based plans that serve as  “goal trackers” — not complicated reports. We create clear examples of how progress has been made, backed by dates, milestones, and quotes.

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2. Use the right language in your documentation

The NDIS is a bureaucratic system — and while that’s frustrating, it also means the words you use matter. Phrases like “I enjoy my support worker” don’t explain much. But saying “My support worker helps me maintain routines, manage appointments, and reduce reliance on crisis services” shows direct impact.

A good Level 2 Support Coordinator will help you phrase things in a way that’s both true to your experience and recognised by planners. They’ll also encourage you to use active, outcome-focused language that aligns with plan criteria.

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3. Gather the right documentation — before the review

One of the most overlooked parts of plan reviews is documentation. It’s not just about showing need — it’s about showing what works. Coordinators can help you collect:

• Progress reports from therapists or support workers
  
  
• Support logs that demonstrate how your hours are being used
  
  
• Letters of support that explain why a service is essential
  
  
• Incident records or discharge summaries (where appropriate)
  
  

This kind of documentation gives weight to your requests — especially if you're asking for increased hours, a new support, or funding for something that was previously declined.

At United Foundation, we’ve helped participants gather support worker notes showing how their presence prevented hospital admissions. That became critical evidence in securing high intensity supports.

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4. Help you feel confident speaking up — or speak on your behalf if needed

Some participants want to speak directly during their review. Others find the process stressful and overwhelming. Either way, your coordinator should support your choice.

That might look like:

• Doing a mock review session with you beforehand
  
  
• Helping you write down key points or talking cues
  
  
• Being present in the meeting to back you up and clarify points
  
  

Self-advocacy doesn’t always mean doing it alone. It means being part of the process and having a say in what’s important to you.

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5. Track what hasn’t worked — not just what has

Many people feel nervous talking about what hasn’t worked in their plan. But it’s important. The NDIS doesn’t just want to see success — it wants to understand unmet needs and barriers.

A coordinator can help you document:

• Services you couldn’t access due to funding limits
  
  
• Hours that were insufficient to meet demand
  
  
• Gaps in provider availability or support coordination time
  
  
• Any negative impacts on your mental health, housing, or routine
  
  

For example, if therapy hours were used up within a few months and you couldn’t continue seeing your psychologist, that’s not a failure — it’s a funding issue. Your coordinator can help frame that clearly.

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6. Keep track of key review dates and requests

Sometimes reviews happen automatically. Other times you need to request one early if your situation changes. A support coordinator can help you:

• Know when your review is due
  
  
• Decide whether you need a light touch review or a full reassessment
  
  
• Submit a change of circumstances form if your needs have shifted
  
  
• Prepare a “participant statement” for your new plan
  
  

Too many people miss opportunities for adjustments simply because they don’t know the process. Coordinators bridge that gap.

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How United Foundation Supports Self-Advocacy in Reviews

At United Foundation, we believe plan reviews should never be rushed or last-minute. We start early, track progress over time, and involve participants in every step — whether that’s writing up clear documentation, requesting functional assessments, or helping them speak up with confidence.

We’ve worked with people in high-pressure review situations — including participants with psychosocial disabilities, housing issues, or recovering from trauma — to make sure their voice is heard and their needs are clearly documented.

It’s not about saying the “right” thing. It’s about telling the truth in a way the NDIS understands.

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Final Thought

A Level 2 Support Coordinator isn’t just someone who helps organise your supports. They should help you prepare, speak up, and get the best possible outcome during reviews — with evidence, clarity, and support.

If you’re unsure how to approach your next plan review, reach out to United Foundation. We’re here to help you be heard — and supported.

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