Understanding what to expect and how to prepare for your 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.
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.
Your everyday activities and current routines are discussed.
Your goals and what you want to achieve are outlined.
Challenges you face in daily life are clearly identified.
The types of support you may need are identified and explored.
Funding is allocated based on your needs and goals.
Think about your personal goals, priorities and what you want to achieve.
List the challenges you experience in everyday life and where support is needed.
Identify the types of support that may help improve your independence and wellbeing.
Prepare relevant medical reports or assessments to support your application.
After the planning meeting, the NDIA reviews the information discussed and creates a personalised NDIS plan based on your needs, goals and circumstances.
Your plan outlines your personal goals and what you want to achieve through NDIS support.
The plan identifies the supports and services needed to help you reach your goals.
Funding is allocated across different support categories based on your individual needs.
NDIS planning meetings help determine the supports and funding participants will receive through their NDIS plans.
The planning meeting helps determine the supports and funding included in a participant’s NDIS plan.
The meeting usually involves the participant and an NDIA planner or Local Area Coordinator. Family members or carers may also attend if needed.
Yes. Participants can bring family members, carers or support workers to help discuss their needs.
Participants may prepare by thinking about their goals, daily challenges and the supports they may need.
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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© 2026 My Guardian Terms & Conditions | Disclaimer
We acknowledge the traditional owners and custodians of country throughout Australia and acknowledge their continuing connection to land, waters and community. We pay our respects to the people, the cultures and the elders past, present and emerging.
© 2026 My Guardian Terms & Conditions | Disclaimer
We acknowledge the traditional owners and custodians of country throughout Australia and acknowledge
their continuing connection to land, waters and community. We pay our respects to the people, the cultures
and the elders past, present and emerging.
