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Your NDIS Planning Meeting

Your planner will organise a time to discuss your plan. This may be face-to-face, at a NDIS Early Childhood Partner or LAC office, or over the phone. Whatever is most convenient for you. The planner will want to know about your life so they can develop a plan that meets your needs, this means you need to describe your life in terms of your family, friends and what you like to do. It is also important to know about factors that may affect the support you receive from your family, for example if a family member who cares for you occasionally needs to go to hospital.

The planner will ask you about the support you need to live the life you choose, how you manage everyday activities, and any part of your life where you require more support. They will also discuss goals with you.

Who can attend my planning meeting?

You can have a support person, or people, with you to support you in your planning meeting. You should think about who you might want to be there well before you have to attend. You can have family, friends, your current service provider or an advocate join you.

What do I bring to the planning meeting?

It is important to bring documentation to your planning meeting. The checklist below might help you think about the things that can support your planning meeting.

○ Your goals

○ List of current supports

○ A guide to prepare for the NDIS workbook

○ Client Support Plan/Person Centred Plan

○ Lifestyle Plan

○ Health Support Plan

○ Behaviour Support Plan

○ Therapy Assessment

○ Letter(s) from your doctor or therapist that talk about your needs

○ Information from school, university or your workplace about your needs

○ Day program rosters or activities schedules

○ Recreation program information

○ Information from a current service provider

○ Information from other places you go

How do I manage the funds in my plan?

At your planning meeting you will be asked how you would like your plan to be managed. This means how you want your service providers and support to be paid. The NDIS will work with you to decide how to manage your plan. Your plan can be managed by:

• You (known as self-managing) – Where you manage your NDIS funds and pay the service providers and keep your own records.

• A financial intermediary – Where a nominated bookkeeper or accountant pay service providers for you, this is known as plan management the nominated intermediary manages the money in your plan.

• Agency Managed – Here the NDIS directly pays providers on your behalf, and manages the money in your plan.

• A combination of the above options.

Will I receive Support Coordination?

Depending on your situation, you may be funded for Support Coordination in your NIDS plan. This means you will have a service provider support you to organise all the supports in your NDIS plan. The planner will ask you in the planning meeting which service provider you would like to do this.

How is my NDIS plan developed and approved?

Following your planning meeting, your planner will develop your plan. They will work out what funds will be allocated to your plan to meet your needs and achieve your goals. Your planner will send the plan to the NDIS who will approve the supports that meet the ‘reasonable and necessary’ criteria as stated above.