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Preparing for Your NDIS Planning Meeting


Updated 04-01-2024

Preparing for Your NDIS Planning Meeting

Embarking on your National Disability Insurance Scheme (NDIS) journey involves essential preparation to ensure that your planning meeting is both effective and reflective of your needs. This process can shape your experience with the NDIS, directly impacting the support and services you receive. In this comprehensive guide, we delve into the critical elements of preparing for your NDIS planning meeting.

Understanding the NDIS Planning Process

Before attending your planning meeting, understand the purpose and structure of the NDIS. The scheme aims to provide Australians with disabilities the necessary supports to live an independent and fulfilling life. The planning meeting is a cornerstone of the NDIS, designed to capture your goals and the supports needed to achieve them.

Self-Assessment: Knowing Your Needs

Begin by conducting a thorough self-assessment. Reflect on your daily activities, challenges, and aspirations. Identify aspects of your current situation where additional support could enhance your independence and wellbeing. Consider your long-term objectives and how specific supports might aid in reaching those milestones.

Evaluating Current Supports

Analyse the support you currently receive, including informal help from family and friends and formal support from organisations or service providers. Assess the effectiveness of these supports and consider any adjustments that might improve your quality of life.

Documenting Your Goals and Aspirations

Having clear, well-defined goals is pivotal when entering your NDIS planning meeting. Break down your aspirations into achievable targets, categorising them as short-term, medium-term, and long-term goals. Ensure these objectives align with the NDIS outcome domains, which cover aspects like independence, community involvement, health and wellbeing, and employment opportunities.

Prioritising Your Objectives

Prioritising your objectives ensures your most pressing needs are addressed first. It’s vital to communicate these priorities with your planner or local area coordinator during the meeting.

Gathering Evidence and Documentation

To effectively advocate for your needs, prepare all relevant documentation in advance. This includes medical reports, assessments from therapists, and any other information that illustrates your situation and requirements. Having a clear evidence base helps the NDIS understand your circumstances and make informed decisions about your plan.

Letters from Health Professionals

Obtain up-to-date letters or reports from your health professionals, outlining your condition, the impact on your daily life, and their recommendations for support. This evidence strengthens your case for the services and equipment you require.

Preparing Questions and Discussion Points

Have a list of questions or points you wish to discuss during the meeting. These may pertain to the types of supports available, the plan management, how to utilise funding effectively, or how to reassess your plan should your needs change.

Understanding Plan Management Options

Become familiar with the various ways to manage your NDIS funding – self-management, plan management, or agency management. Each offers different levels of control and responsibility, so choose the option that best aligns with your preferences and capabilities.

Involving Key Stakeholders

Consider bringing a family member, friend, or advocate to your planning meeting for moral support and to assist in articulating your needs. Their insights can provide a more holistic view of your situation to the NDIS planner.

Mental and Emotional Preparation

The planning meeting can be an emotional experience as it involves discussing personal aspects of your life and disability. Mental preparation is as crucial as the practical elements. Equal parts of optimism and realism are key in approaching the conversation.

Planning Meeting Checklist

  • Self-assessment of your needs and daily challenges
  • A list of current supports and their effectiveness
  • Clearly defined and prioritised goals
  • Relevant documentation and reports from health professionals
  • Questions and topics for discussion
  • Understanding of plan management options
  • A support person to accompany you if needed
  • Mental preparation for the meeting


By meticulously preparing for your NDIS planning meeting, you can approach it with confidence, equipped with the information necessary to establish a plan that truly aligns with your individual needs. This preparation underscores your commitment to leveraging the NDIS effectively, serving as a firm foundation for your personal growth and enhanced participation in the community.

About the Author

Alex is an esteemed expert in assistive technology and disability support services, he holds a unique blend of professional expertise and personal dedication to enhancing the lives of individuals with disabilities. With over a decade of experience in research and development, Alex has been at the forefront of integrating cutting-edge assistive technologies into practical support solutions. Renowned for his empathetic approach and strong advocacy for disability rights, Alex’s work extends beyond academic research to hands-on involvement in community initiatives and policy advisory roles. A prolific writer, his articles are widely acclaimed for their insightful analysis, clear communication, and commitment to ethical considerations in technology use.

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