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Woman at desk completing NDIS planning meeting checklist
Your NDIS planning meeting checklist
6 September 2021

Being prepared for your NDIS planning meeting will help you to get the best outcomes and funding for the support that you need to meet your goals.

This checklist will help you to communicate important information on the day of your planning meeting as well as help you to plan in advance and structure your meeting and the information that you need to provide to get the most out of your NDIS plan.

  1. Personal Information
    • Your NDIA Planner will ask your name, address, age and for details about your disability
    • They will ask about the support that you receive from your family, friends, the health system (such as your GP or the hospital) and your school or workplace
  2. Everyday life
    • You’ll be asked to provide a summary of how you manage your everyday life. For example, do you need assistance at home with tasks such as cooking or moving from one place to another? Or do you need special equipment to help you to do everyday tasks?
    • You may want to list the areas in which you need extra help.
  3. Your goals
    • You will need to tell your NDIA planner what your goals are for the next 12 months and in the long-term. Think about what you want to achieve and how you want to live your live and this will help you to decide on your goals. You should prepare your goals ahead of your planning meeting.
  4. Managing your plan
    • How would you like your plan to be managed? You can choose from self-managed where you manage your plan independently (or with support from your nominated support person). You can choose for the NDIA to manage your plan on your behalf. Or you can choose to have an NDIS Plan Manager manage your plan for you.
  5. Support person
    • Decide whether you would like a support person to be with you at your planning meeting. This might be a family member, friend, advocate or your NDIS Support Coordinator.
  6. What to take
    • There are important documents that you’ll need to take along to your planning meeting. These will depend on your individual circumstances but may include:
      1. Reports and assessments from your GP, therapists, hospital team, workplace, or school.
      2. Photographs to show your accessibility needs.
  • A notepad and paper or device so that you or your support person can take notes.


We’re here to help

At InFocus, our team of Brisbane based Support Coordinators are here to help you get the most out of the NDIS journey and we can help you to be prepared for your planning meeting. Learn more about our experienced Support Coordinators:

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