Prepare a record of progress throughout the plan
A report is easier to prepare when the evidence already connects goals, activity and outcomes. Record meaningful changes as they happen. Include the participant’s view, barriers and work that did not produce the expected result, as well as achievements.
Before the plan conversation
- Confirm the current plan, dates and purpose of the meeting.
- Ask what the participant wants to discuss and how they want to take part.
- Review progress against their goals using dated examples.
- Collect relevant provider evidence with appropriate permission.
- Identify changes in circumstances and gaps in the available information.
- Agree who will prepare, review and share each document.
Keep the participant’s preferences separate from an assumption about what the NDIA will decide. Where professional recommendations are needed, use the appropriate practitioner evidence.
Write a report someone can navigate
Use a short overview, then a clear account of goals, services, outcomes, barriers and proposed next steps. Add references to supporting material. A stack of notes without an explanation leaves the reader to work out why the evidence matters.
Check the process and track the next action
Plan-review language is often used loosely. Confirm the current process through the NDIA guide to changing a plan. Keep the submission reference and follow-up task together, and record the actual result when it arrives.
Use the report structure or ask to see the participant evidence workflow in CordoCare.