NDIS Planning Meeting Guide
Understanding what to expect and how to prepare for your NDIS planning meeting.
Understanding the NDIS Planning Meeting
Once an individual is approved for the National Disability Insurance Scheme, the next step is to participate in an NDIS planning meeting. This meeting plays an important role in determining the supports and funding that will be included in the participant’s NDIS plan.
During the planning meeting, participants discuss their goals, daily challenges and the types of support that may help improve independence and wellbeing. The information shared during this meeting helps the National Disability Insurance Agency develop a personalised plan tailored to the participant’s needs.
Preparing for the planning meeting can help ensure the supports included in the plan reflect the participant’s goals and circumstances.
What Happens During the Planning Meeting
An NDIS planning meeting is conducted with an NDIA planner or Local Area Coordinator to understand your needs, goals and daily challenges. The information discussed helps determine the supports and funding included in your NDIS plan.
Daily routines
Your everyday activities and current routines are discussed.
Personal goals
Your goals and what you want to achieve are outlined.
Everyday challenges
Challenges you face in daily life are clearly identified.
Support needs
The types of support you may need are identified and explored.
Services & outcomes
Funding is allocated based on your needs and goals.
Preparing for your NDIS Planning Meeting
Define your goals
Think about your personal goals, priorities and what you want to achieve.
Identify daily challenges
List the challenges you experience in everyday life and where support is needed.
Consider support needs
Identify the types of support that may help improve your independence and wellbeing.
Gather supporting documents
Prepare relevant medical reports or assessments to support your application.
How NDIS Plans are Developed
After the planning meeting, the NDIA reviews the information discussed and creates a personalised NDIS plan based on your needs, goals and circumstances.
Your goals
Your plan outlines your personal goals and what you want to achieve through NDIS support.
Required supports
The plan identifies the supports and services needed to help you reach your goals.
Funding allocation
Funding is allocated across different support categories based on your individual needs.
Key Points About NDIS Planning Meetings
NDIS planning meetings help determine the supports and funding participants will receive through their NDIS plans.
- Planning meetings occur after an individual is approved for the NDIS
- Participants discuss goals, daily challenges and support needs
- The NDIA uses this information to develop a personalised NDIS plan
- Planning meetings help determine the funding included in the plan
- Preparation can help ensure the plan reflects individual needs and goals
FAQs about NDIS Planning Meetings
What is the purpose of the NDIS planning meeting?
The planning meeting helps determine the supports and funding included in a participant’s NDIS plan.
Who attends the planning meeting?
The meeting usually involves the participant and an NDIA planner or Local Area Coordinator. Family members or carers may also attend if needed.
Can participants bring someone to the meeting?
Yes. Participants can bring family members, carers or support workers to help discuss their needs.
What should participants prepare before the meeting?
Participants may prepare by thinking about their goals, daily challenges and the supports they may need.
Next steps
After the planning meeting, the NDIA develops the participant’s NDIS plan. Once the plan is approved, participants can begin accessing disability support services funded through the scheme.
Understanding what happens after plan approval can help participants prepare for the next stage of their NDIS journey.
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