Before you start
- Have the participant plan goals available.
- Confirm whether the goal should be active, in progress, achieved or paused.
- Use participant language where possible.
Step 1
Open the Goals tab
Open the participant profile and choose Goals. Review existing goals before creating a duplicate.
Step 2
Create the goal
Add the goal title, category, description, start date, due date and current status. Use wording that can be understood by the participant and your team.
Step 3
Add progress updates
Record progress ratings and notes after meaningful events, provider feedback or participant conversations. Keep updates factual and linked to outcomes.
Step 4
Connect evidence from notes and reports
Use case notes, communications and provider documents to support goal progress. Avoid relying on memory when preparing plan review evidence.
Step 5
Review goals before plan review
Before a plan review, check achieved, ongoing and changed goals. Create follow up tasks for missing evidence or provider reports.
What you should have now
Goal progress is visible, reportable and ready to support NDIS plan review preparation.