Free NDIS Planning Conversation Tool
Get prepared for your first NDIS planning meeting in just a few minutes.
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How does it work?
What is an NDIS planning conversation?
Why do I need to prepare for the planning conversation?
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Frequently Asked Questions
An NDIS representative will either call or meet with you to discuss your goals and support needs. They will complete a questionnaire that covers all aspects of your life. They will then send this information to the NDIA, who will build your new NDIS plan.
Generally 1-2 hours.
Any functional assessments, therapy reports or supportive documents and quotes for them to consider when building your plan. It's a good idea to write down your goals, as well as an overview of a regular week and any supports you need. This will help you to feel confident and to not forget anything important.
Have a think about the goals you would like to work towards during your next plan period, and any new supports or services you will need to achieve these. Ask your allied health professionals to complete any necessary assessments, documenting any changes to your support needs or recommendations they may have. If there are any assistive technology purchases you wish to make, you will need to have an allied health report and a quote to support this.
Before the planning meeting, participants can get support from allied health professionals, support coordinators, nominees and families to create goals and complete supportive documentation.
During the planning meeting, the Early Childhood Partner, Local Area Coordinator or NDIA Planner will help you by gathering all the necessary information.
After the planning meeting, the information gathered will be sent to the NDIA. They will then need to approve the plan before you can receive funding.
You will be asked a lot of questions about your life, including questions about your family and friendships, school and education, employment, day-to-day life, goals and support needs.
You can choose to go independently or with a support person. This could be a family member, your support coordinator, a support worker, a service provider or an allied health therapist.
It can take up to 90 days, depending on your age and whether this is your first plan. You can ask your early childhood partner, LAC or NDIA planner when it will be ready.
You can ask for an internal review. This means someone will review the decisions made when your plan was initially approved. An internal review will need to be requested in the first 3 months of your plan.
You will need to contact the NDIS to arrange a new appointment.