Preparing for your planning meeting

Preparing for your planning meeting

If you’re new to the National Disability Insurance Scheme (NDIS), your first plan is your entry point and the start of your relationship with the Scheme. 

Once you have been accepted into the NDIS but before you can begin receiving any services under the Scheme, you and/or your nominee will be contacted by a NDIA representative to have a planning conversation.

Your planning meeting will take place with an NDIA representative, such as a Local Area Coordinator (LAC) or an NDIA Planner. You may choose to meet at the planner’s office location or they can come to your house. In some cases, for example of you live in a rural or remote area, the planning meeting may take place over the phone.

Every NDIS plan is individualised and there’s no one-size-fits all. To make sure you get the best plan possible that suits your needs and goals, it’s important to take the time to think about your life in the following areas:

Current supports

What formal supports are you currently receiving? Do you receive therapeutic, behaviour or work supports? If so, how often? If you need special equipment to go about our daily life, such as a wheelchair or communication devices, how often do you use it and will it need updating in the next year? Have you had any modifications made around your home, like ramps or rails and do they suit your needs?

Informal supports

What informal connections do you have and who is important in your life at the moment? What informal supports do you currently receive from your parents, family and friends? For example, is there anyone from your family helping you with day-to0day tasks, taking you shopping or driving you to appointments?

Current activities

What regular activities do you attend during the week and what activities do you do occasionally? These could include community group activities, sports practice, art classes or volunteering. It’s important to list these no matter how big or small, or if you do them once a year or once a week. Also take note of how you get to and from these activities.  

Living arrangements

Where do you live and who do you live with? Are you happy with your current living arrangements or would you like to explore other options or is your situation likely to change in the near future. For instance you may be living with elderly parents who are your primary carers. Will they need extra assistance themselves or move into aged care which means they can no longer care for you?

Short-term and long-term goals

The NDIS aims to help you increase your independence and achieve what you want in life. Think about things you would like to achieve in the short-term and maybe a few years from now. Are the supports you are currently receiving helping you achieve these goals? Are there things that are stopping you from achieving them?

Writing down this information in a planning workbook, available through the NDIS website or created by one of your service providers, will help you be as prepared as possible for your meeting.

Don't know what to bring to your planning meeting? Click here.

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