Client Plan Tracker

Stay on top of every NDIS participant’s plan with this powerful, easy-to-use Client Plan Tracker, designed specifically for support coordinators and disability service providers.

This Excel-based tool helps you monitor important details like plan dates, funding breakdowns, service agreement status and progress reporting timelines —all in one centralised, professional format.

✅ Key Features:

• Track plan start and end dates, so you never miss a review or report deadline
• Record funding amounts across Core, Capacity Building, and Capital supports
• Monitor progress report due dates with built-in colour alerts for overdue and upcoming tasks
• Use handy dropdowns for key fields like Plan Type, Consent Status and Behaviour Plan
• Includes an editable Lists Sheet for dropdowns—make updates anytime, no technical skills needed
• Professional layout for internal coordination, NDIS audits, and team communication
• Easy to add or delete columns

🎯 Perfect for:

• Support Coordinators managing multiple participants
• Admin staff tracking plan compliance and funding
• Providers preparing for audits or plan reviews
• Teams wanting a ready-to-go, plug-and-play solution

📂 Want to streamline your admin while staying NDIS compliant?
This tracker will keep your team informed, your clients supported, and your workflow smooth.

Disclaimer: Users of these documents should consult with a qualified legal advisor to ensure that any information contained herein is applicable to their specific circumstances and is in compliance with relevant laws and regulations. The author and distributor of this document make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability, or availability with respect to the information contained within. Any reliance you place on such information is strictly at your own risk.