Plan Management

NDIS Planning Meeting Tips:
What to Know Before You Go

Meeting in the park

Are you planning to attend an NDIS meeting? There are five simple NDIS planning meeting tips that can help you prepare and build your confidence before you go.

You are not alone – over four million Australians have a disability. The NDIS provides support and a healthier quality of life to Australians with a significant and permanent disability, their loved ones and carers.

But for some, NDIS meetings can be a challenging experience. The more prepared you are for the meeting, the easier it will be to communicate your needs and advocate for yourself.

An NDIS plan is an important document that lists your needs, goals and support required. The personal nature of the plan means that you can change it as your life moves forward.

  1. Fill Out Your Paperwork

There are three practical booklets available to help you learn more about the NDIS, plan for the initial meeting and implement your plan.

The booklets are accessible for all disability needs and give you the confidence to attend your meeting with ease.

Understanding the NDIS

The first booklet provides easy-to-read information about the NDIS, whether it is the right program for you, and how to access it.


The second booklet outlines the support services available to access, how to create an NDIS plan that achieves your goals, and how to get a plan approved.

Using the Plan

The final booklet covers how to understand your plan, learning how to use your plan, choosing and managing support needs and other services, and reviewing your progress.

If you find you need help gathering this information together or feel like you might miss something you can engage in some Pre-Planning services that can help you work through this.

  1. Gather Other Information

Now that you have an understanding of the NDIS and the services available to you, please take the time to gather some other materials for your first meeting with the NDIA Planner.

It’s important that you provide the NDIA – the body who administers the NDIS program – with all the required paperwork. This helps the NDIS team to understand your disability and how it affects you personally.

Please bring the following to your meeting:

  • Bank account details to link your accounts for payment
  • MyGov log in and password details
  • Any letters from the NDIA
  • Supporting evidence of what you are needing and asking for in your plan like doctors and specialists reports.

In your first meeting with the planner, you may be asked about your daily routine, work and personal needs. Take notes of how you travel to and from work, any activities or hobbies you have. Try and answer what challenges you are facing and any gaps where you need assistance, support or equipment to empower you to reach your goals and complete activities more independently.

You may also be asked about how you would like to manage your funding. There are three options available, including: agency managed; self-managed, or plan managed. Have a think about the best approach for you. If you are unsure, Plan Managed is a great choice to make for your first plan.

Remember that having more information is better than not having enough. So, bring along any letters or reports from your doctor, psychologist, osteotherapist, school or workplace.

Photos are also helpful for the NDIS team to gain a clear indication of your living circumstances. For example, if you use a wheelchair but cannot navigate it around your kitchen bench, then bring some photos of your kitchen along to your meeting.

You can request to have your meeting in your own home so the planner can see how you live and how you might be able to get help for any challenges within the home.

Again if you would like guidance and support with gathering your reports and information prior to your first meeting with your planner, you can engage in a Pre-Planning service to get you there with the confidence that you ask for exactly what you need.

  1. Write Down Any Questions

Once you have filled out your booklets and gathered other important information, it’s normal to have some questions about the program. Questions may range from how to formalise your plan or choosing the right support and services to suit your needs.

No matter what your questions are, write them down and bring them along to your NDIS planning meeting and have them answered by your LAC or Planner at the meeting.

  1. Bring a Support Person

The next NDIS planning meeting tip is to select a support person to attend the meeting with you. Bringing a support person to the meeting can be a huge help.

Family, friends, a service provider or an advocate can attend the meeting with you and support you through the process. Choose someone who knows you and your situation well and can help you with your goals and needs.

You can also choose to attend the meeting on your own if you would like to.

  1. Attend the Meeting

It’s now time to attend your meeting. Remember to take the following information with you:

  • Your participant booklets
  • Other documentation like letters from the NDIA, bank account details and myGov log in details
  • Any questions that you may have about the NDIS.

Once you have ticked these items off, attend the meeting with your support person. However, due to ongoing COVID-19 restrictions, we recommend checking if your local NDIS office location is operating at the moment.

If you would like some individual assistance or have any questions before your meeting, Care Support Network offers NDIS pre-planning services.

We are a registered NDIS service provider that can help you achieve the best scenario from your NDIS planning meeting, and can help with any other questions that you may have.

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