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Tips and Considerations for Choosing a Plan Manager


Updated 05-01-2024

Tips and Considerations for Choosing a Plan Manager

Navigating the complexities of a plan manager selection can be a pivotal decision for individuals who require assistance in managing their funding plans. A plan manager takes on the responsibility of facilitating your funding, ensuring that your services are paid for efficiently and in line with your plan. When it comes to selecting the right plan manager, an array of factors should be taken into consideration to ensure that your needs are met with professionalism and expertise.

Understanding Plan Management

Before delving into the selection process, it's crucial to comprehend the role of a plan manager. Plan management is a financial service, provided to help you manage your funding plan, be it for health, education, or any personal funding package, such as the National Disability Insurance Scheme (NDIS) in Australia. A plan manager is there to take on the administrative burden, allowing you to focus on achieving your goals without getting entangled in paperwork and payment processes.

Evaluating Your Needs and Preferences

Personal Requirements

Each individual's or family's situation is unique, and so are their requirements from a plan manager. Some may value comprehensive reporting and transparency, whereas others might prioritise a plan manager known for their responsiveness and ability to navigate complex funding rules. Assessing your personal needs should be your starting point.

The Importance of Compatibility

Establishing a compatible partnership with your plan manager is key. You need to ensure that their approach to managing your plan aligns with your expectations. This includes everything from communication style to decision-making processes.

Research and Referrals

Seeking Recommendations

Reach out to your networks, including friends, professionals, and community groups, to gather recommendations for plan managers. Personal testimonials offer valuable insights into the effectiveness and reliability of a plan manager's services.

Online Research

Utilising the internet for research cannot be overemphasised. Explore online reviews, ratings, and forums discussing plan management to compile a list of prospective managers. Websites and social media can also provide a glimpse into their reputation and client satisfaction levels.

Expertise and Experience

Specialisation Matters

Verify that the plan manager has expertise in the type of plan you are managing. For instance, if you are an NDIS participant, the plan manager should have a deep understanding of NDIS rules and processes.

Track Record

The track record of a plan manager can be a testament to their experience and success in managing plans effectively. Inquire about their history in the industry and ask for case studies or examples of previous work.

Financial Acumen

Budget Management

A proficient plan manager must demonstrate excellent financial skills, ensuring that your funds are managed accurately and that you're getting the most out of your plan. They should be adept at budget management, keeping track of expenditures and remaining funds.


Financial transparency is non-negotiable. Your plan manager should provide clear and regular financial statements that detail all transactions, allowing you to monitor the management of your funds closely.

Compliance and Accreditation

Professional Standards

Check that the plan manager complies with all relevant professional standards and regulations. In Australia, for example, NDIS plan managers must be registered and comply with the NDIS Commission requirements.

Keeping Up to Date

Ensure your plan manager is current with legislative changes and industry best practices that could affect your plan. They should continually educate themselves and adapt to new systems and laws.

Quality of Service

Communication is Key

Effective communication can make a significant difference in managing your plan. Opt for plan managers who are approachable, and who communicate clearly and consistently.

Service Accessibility

Your plan manager should be readily accessible, offering responsive support when you need it. Determine their availability and how they manage enquiries and emergencies.

Making the Decision

Contract and Policies

Review the terms of service, contract, and policies carefully before signing up with a plan manager. Understand the fee structure, services included, and processes for raising concerns or switching managers if needed.

Trial Periods

Some plan managers may offer trial periods. This can be an excellent opportunity to gauge their service in practice and decide if it's the right fit for you.

Choosing the right plan manager is a critical decision that can affect how well you can utilise your plan to meet your goals. Take the time to consider these tips and considerations, research potential candidates meticulously, and make an informed decision. With the right plan manager, you can streamline the financial aspects of your plan and dedicate more energy towards achieving your outcomes.

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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