What to bring to your NDIS planning meeting


Taking the time to prepare for your planning meeting will go a long way to securing the best National Disability Insurance Scheme (NDIS) supports for you or your loved one. This checklist will help you prepare for your NDIS planning meeting so you can get the most out of your plan.

Key points

  • There are a number of things recommended for you to bring to your planning meeting
  • You need to bring information to support your long term and short term goals
  • If you have any questions then make sure you bring them with you as this is a chance to ask them

NDIS planning meeting checklist

One of the most important things you can bring to your NDIS planning meeting is someone to support you. You can bring anyone you’d like – this might be a parent, guardian, support person from a current service provider or a disability advocate.

You don’t have to bring a support person, but it can be helpful to have someone you know at the meeting who can provide emotional support or fill in any gaps in information.

Collect and write down the following information:

  • Personal details

  • Current informal supports from family and friends

  • Current formal supports, activities (regular and occasional) and how you get to and from them

  • Current living arrangements

  • Your short and long-term goals

  • How you would like to manage your funding – do it yourself, use a plan manager or have the National Disability Insurance Agency (NDIA) do it?

Gather your supporting documents. Make sure you keep copies of these documents. These documents may include:

  • Information, specialist reports and therapy assessments of your disability

  • Details of what ‘good’ days and ‘bad’ days mean to you, to highlight your daily challenges so you can receive necessary supports

  • Carers statement – a detailed list of your caring responsibilities such as personal care, domestic tasks, social participation, eating or drinking, as well as where further support is needed and the impact of your caring role, such as financial, employment, physical and mental health implications

  • Quotes from service providers to support any aids or equipment you’re requesting in your plan. These aren’t necessary but could give your planner an idea about the level of funding you need

  • Evidence of age and residency such as a copy of your passport or birth certificate

  • Bank account details to be used for your NDIS funds

  • This planning workbook by the NDIA will help you get ready for your planning meeting and lay out your information in one place

Prepare a list of questions to ask during your meeting, such as:

  • When can I expect to receive my NDIS plan?

  • How can I get in contact with you after our meeting if I remember something else?

  • Who will help me understand my plan and answer any further questions I have?

  • Who can help me organise my supports and put my plan into action?

  • Can you repeat my answers back to me?

  • Am I able to review my plan before it is finalised?

As you begin to receive support through your plan, think about how these supports are working for you and what else you may need to achieve your long-term goals before your plan review in 12 months’ time.

How do you prepare for your planning meeting? Tell us in the comment section below.

Related content:
What happens during your planning meeting
Your first plan
What supports can I get under the NDIS?