Registered NDIS Provider · Provider No. 4050173180 Resources for participants, families & coordinators Greater Melbourne & regional VIC

NDIS Evidence & Reports Checklist

A simple checklist of what to gather before a plan review, reassessment, or change of circumstances.

  • Keep it practical: “what happens day-to-day”
  • Show frequency, safety risks and impact on function
  • Label documents clearly by date

Tip: If you’re unsure what’s “enough”, start with a short summary + 2–3 strong pieces of evidence.

Simple, real-life examples

Evidence is strongest when it explains impact on daily life and safety.

Clear organisation

We recommend sorting by category and labeling by date.

Coordinator-friendly

Helpful for participants, families, LACs and Support Coordinators.

Start with practical examples

Strong evidence is often simple: what is difficult, how often it happens, what risks exist, and what changes when support is in place.

Write a 1-page “daily life” summary

List the main areas impacted: personal care, meals, sleep, emotional regulation, mobility, community access, communication, school/work and safety.

Include frequency + support time

Example: “Needs prompting for showering daily (30–45 mins)”, “Unsafe road awareness (every outing)”.

Link evidence to goals

Evidence is easier to understand when it supports a goal (e.g. safety, independence, community participation).

Checklist: common evidence types

Use what’s relevant — you don’t need everything on this list.

  • Allied health reports: OT, Speech Pathology, Psychology, Physiotherapy (as relevant)
  • GP or specialist letters: especially if health needs have changed
  • Support summaries: what supports are delivered, why needed, what outcomes are seen
  • Behaviour support information: triggers, safety issues, proactive strategies (if applicable)
  • School / education input: learning support, attendance, adjustments (for children/young people)
  • Daily routine notes: personal care, meals, sleep, mobility, community access
  • Incident notes (if applicable): falls, absconding, aggression, self-injury, property damage
  • Assistive technology / equipment quotes: with a therapist recommendation (if requesting AT)
  • Housing evidence (if applicable): accessibility needs, safety risks, OT housing assessment

Evidence tips (simple but effective)

Small improvements here can make your evidence much clearer.

Use everyday language

Write how you’d explain it to someone new. Clear beats complicated.

Explain impact on function

What can’t be done without support? What risks happen?

Keep it organised

Create folders like “Reports”, “Letters”, “Routines”, “Incidents” and label by date.

Preparing for a review? See our NDIS Plan Review Guide.

Ask for help preparing Back to Resources

Want support organising evidence?

We can help you sort what you have, identify gaps, and prepare a clear summary.