NDIS report template
A strong NDIS progress report turns day to day support coordination work into clear evidence. It should show what changed, what support was delivered, what risks remain, how funding was used and what the participant may need next.
Practical guide
An NDIS progress report is a structured summary of participant goals, supports, outcomes, barriers, budget context and recommendations. Support coordinators use it to help the NDIA, participants, nominees and providers understand whether the current plan is working.
Use the same structure each time so reports are easier to review and compare across plan periods.
Copy this structure into your report, then replace each prompt with evidence from case notes, provider updates, budget records and participant feedback.
| Section | What to include |
|---|---|
| Summary | One paragraph describing the report period, key progress and main risks. |
| Goals | Each NDIS goal, current status, evidence and remaining barriers. |
| Supports | Providers engaged, services tried, quality issues and gaps. |
| Budget | Funding used, remaining funds, burn rate and utilisation concerns. |
| Risks | Incidents, safeguarding concerns, housing, health or service continuity risks. |
| Recommendations | Requested support level, plan changes, evidence and rationale. |
CordoCare keeps case notes, goals, plans, budget lines, providers, incidents and documents on the participant record. That gives coordinators the source material needed to produce stronger progress reports without hunting through emails and spreadsheets.
Include participant goals, progress, supports delivered, provider issues, budget use, risks, participant feedback and clear recommendations for the next plan or reassessment.
Most reports should be concise but evidence based. A simple participant may need two to four pages, while complex situations may need more detail and supporting attachments.
Yes. Good case notes are one of the strongest sources for progress reports because they show dates, actions, outcomes, barriers and follow up over time.
CordoCare brings participant details, case notes, plans, budgets, documents, tasks, billing and reports into one support coordination workspace.