Unlock the full potential of your inaugural NDIS planning meeting and achieving optimal outcomes requires proactive preparation!
Unlock the full potential of your inaugural NDIS planning meeting and achieving optimal outcomes requires proactive preparation!

Your National Disability Insurance Scheme (NDIS) planning meeting is a crucial step in securing the support you need to enhance your quality of life. Proper preparation ensures that you can effectively communicate your needs and goals to the NDIS representative.


This blog post offers a comprehensive guide to help you prepare for your NDIS planning meeting, covering essential steps, frequently asked questions, and relevant information with Step-by-Step Guide: How to Prepare for Your NDIS Planning Meeting!

Understand the Process & Know Your Goals

Understand what you want to achieve through the NDIS. Identify your short-term and long-term goals, whether they’re related to living arrangements, education, employment, or social participation. Familiarize yourself with the NDIS process, the purpose of the planning meeting, and the role of the NDIS representative.

List Current Supports & Gather Information

List down the supports and services you’re currently receiving, including healthcare providers, therapies, and assistive devices. Identify your goals, aspirations, and challenges.

Identify Challenges and Needs such as :

Gather Important Documents & Information

Gather relevant documents and any existing NDIS-related paperwork. Collect medical reports, assessments, and any other relevant documents that outline your disability and support needs.

Consider following points such as :

Prepare Questions

Write down any questions you have about the NDIS process, services, and funding.
Decide whether you want to self-manage, use a plan manager, or let the NDIA (National Disability Insurance Agency) manage your plan funding – ask questions, Create a list of key points you want to discuss during the meeting.

Some Frequently Asked Questions (FAQs) are listed here :

When should I start preparing for the planning meeting?

Start gathering information and thinking about your goals well before the meeting. The more prepared you are, the better the outcomes.

Can I bring someone with me to the meeting?

Absolutely. You can bring a family member, friend, or advocate who understands your needs and can provide support.

What if my situation changes after the planning meeting?

You can request a plan review if your circumstances change. It’s essential to keep your plan updated to match your evolving needs.

How long does the planning meeting take?

The duration can vary, but typically it lasts around one to two hours, but they can be longer if needed.

What if I don’t agree with the plan offered?

You have the right to discuss and negotiate the plan. If you’re still not satisfied, you can request a review. You can request changes during your plan’s review period or if your circumstances change significantly.

How will I receive my plan?

You’ll receive your plan either through the mail or online, depending on your preference.

Relevant Information to Provide / Quick Checklist


Since you know, what types of supports are funded by the NDIS, whats next?

A well-prepared NDIS planning meeting ensures that you can effectively convey your needs, aspirations, and goals. By following this comprehensive guide, you’ll be equipped to discuss your support requirements, secure the right services, and pave the way for a more fulfilling and empowered future through the NDIS.

Remember, your voice matters, and proper preparation is key to making the most out of your NDIS planning meeting. The NDIS is not just about support; it’s about enabling people with disabilities to thrive. If you want to learn more header over to NDIS Blog.

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