Quarterly Progress Review

Structured 3-monthly check-in on goals, supports and changes — catches drift early.

Practice Standards require regular review of support plans. Most providers leave it to the annual NDIS plan review — by which point a lot has drifted. A quarterly check-in catches drift early, keeps goals alive, and demonstrates to auditors that you're actively responsive to the participant.

Seven sections including goal tracking against measures, what's working / not working, and a tickbox list of formal changes to trigger if needed (Support Plan update, Risk Assessment update, etc.).

What's included

• 4-page quarterly review template (editable .docx)
• Goal tracking table (last quarter vs this quarter)
• What's working / what isn't sections
• Action items for next quarter
• Formal-change trigger tickboxes
• Sign-off

FAQs

Q. How often should this be done?
A. Quarterly — every 3 months. Plus at any major event (incident, plan change, change in circumstances).

Q. Format?
A. Editable Word (.docx).

Q. Affiliated with NDIS Commission?
A. No. Independent.

Q. Refund policy?
A. Non-refundable once accessed.

Format: Single .docx (4 pages)

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.