The NDIS Participant Goal Review Form Template is a professionally structured review and record-keeping template designed to help providers document participant progress, quality considerations, barriers, risks, agreed actions and review outcomes in a clearer, more participant-centred way.
This template was developed for Australian disability service use and is best suited to NDIS providers, support coordinators, team leaders, practice managers, disability support services, sole traders and growing provider teams who want a practical review document that supports good administrative processes and stronger documentation habits.
The template is designed to support collaborative review conversations with the participant and to help services record whether supports remain responsive to the participant’s needs, preferences, goals and changing circumstances.
What is included in the template
This product includes a 10-page Participant Goal Review Form covering:
- Review details
- Participation, communication and choice
- Goal progress and achievement
- Evidence and outcomes observed
- Barriers and strategies tried
- Agreed next steps
- Action owner and due date
- Risk and safeguarding review
- Recommendations and agreed action plan
- Support plan and service agreement update prompts
- References, reform-status notes and document control reminders
Key features
- Participant-centred review layout
- Clear sections for recording goals, outcomes and next steps
- Space to capture participant voice and involvement
- Risk and safeguarding review prompts
- Action planning and follow-up fields
- Useful prompts for support plan and service agreement updates
- References and review notes aligned to official source checking at the time of review
- Clean, professional format suitable for digital or printed use
Available formats
This product is available in:
- Canva
- Word
This allows you to choose the format that best suits your workflow:
- edit in Canva,
- customise in Word,
- or use the PDF for quick viewing, printing or digital reference.
Important note
This template is a compliance-aligned administrative resource only.
It is not legal advice and is not a guarantee of registration, audit success or regulatory compliance. Providers must review and customise the template to suit their own registration status, supports delivered, participant circumstances, service model and any relevant Commonwealth, State or Territory requirements.
