What to Expect During an NDIS Planning Meeting

If you’re preparing for an NDIS planning meeting, you might be wondering what to expect and how to make the most of this important step. The planning meeting is a chance for you to discuss your goals, needs, and the supports that will help you live your best life. Here’s a detailed guide to help you navigate the process.

What Is an NDIS Planning Meeting?

An NDIS planning meeting is a conversation between you and an NDIA planner or Local Area Coordinator (LAC). The goal is to create a personalised plan that outlines the supports and funding you need based on your circumstances.

The meeting can take place in person, over the phone, or online. You can bring someone with you, such as a family member, friend, or advocate, for additional support.

What Will Be Covered in the Meeting?

During the meeting, several key areas will be discussed:

• Your Goals and Aspirations: You’ll talk about what you want to achieve in different aspects of your life, such as education, employment, social participation, or daily living.

• Your Current Supports: This includes both paid and unpaid supports that help you with daily activities, work, or community involvement. You’ll also discuss any changes you’d like to make to these supports.

• The Impact of Your Disability: You’ll explain how your disability affects your day-to-day life. This helps the planner understand your unique needs.

• Budget and Plan Management: The planner will discuss how your funding will be allocated and managed. You can choose to self-manage your funds or let the NDIA or a plan manager handle them.

How to Prepare for Your NDIS Planning Meeting

Preparation is key to ensuring a productive meeting. Here’s how you can get ready:

1. Gather Important Documents

• Evidence of your disability and its impact on your life.

• Reports from healthcare professionals or service providers.

• A list of any equipment or modifications you need (e.g., mobility aids or home adjustments).

2. Write Down Your Goals

Think about what you want to achieve in the next 12 months and beyond. Be specific—whether it’s gaining more independence, learning new skills, or improving your health.

3. Review Your Current Supports

Make a list of all the supports you currently use. Note what’s working well and what could be improved.

4. Prepare Questions

Write down any questions you have about the NDIS process, funding options, or available services. This ensures nothing is overlooked during the meeting.

5. Decide Who Will Attend

Choose whether to bring a family member, friend, or advocate who can help represent your interests during the discussion.

Tips for a Successful Meeting

• Be Honest: Share as much detail as possible about your challenges and needs. This helps the planner create a plan tailored to you.

• Speak Up About Missed Information: If something was left out during earlier stages of the process (like the Access Request Meeting), mention it now.

• Take Notes: Write down key points discussed during the meeting for future reference.

• Ask for Clarification: If anything is unclear—such as terminology or funding categories—don’t hesitate to ask questions.

What Happens After the Meeting?

Once the meeting is complete:

• The NDIA planner will finalise your plan based on the information provided.

• You’ll receive a copy of your approved plan outlining your goals, supports, and budget.

• If needed, you can request changes or clarify details before implementation begins.

Your NDIS planning meeting is an opportunity to shape a plan that works for you. By preparing thoroughly and actively participating in the discussion, you can ensure that your needs are fully understood and supported.

What are your top priorities for this meeting? Taking time now to reflect on this question will help guide your conversation with confidence.