How do I prepare for the planning meeting of the person I care for?

To make the most of the NDIS plan of the person you care for, you need to be prepared for the planning meeting, which is the discussion with a planner to help determine what goes in the NDIS plan

It is important to capture the supports the person you care for receives now and where they and you need additional support.

What are the goals of the person you care for?

During your planning meeting, the planner will talk about the person’s goals. The planner asks this because a NDIS plan is based on goals, and supports will only be funded if they will help a person meet these goals. So it is important to consider the goals for the person you support. 

Yooralla has an activity planner in our free guide to prepare for the NDIS, designed for people with disability and their carers, that you can use to work out what should be considered in the NDIS plan.

Who will develop an NDIS plan for the person I care for?

A NDIS representative will develop the NDIS plan. This might be a NDIS planner or a Local Area Coordinator (LAC). A LAC is from a NDIS partner organisation. All of these roles can be referred to as a planner. 

When preparing for the planning meeting, be aware that the planner will not know the person you care for, or their circumstances, so be prepared to explain the current situation for you and the person you support.

Yooralla’s free guide to prepare for the NDIS can help to prepare for the planning meeting.

When should I start preparing for the planning meeting of the person I care for?

People should begin to prepare before the NDIS comes to their area, and you may be asked to assist with this preparation. It is important that you and the person you care for are prepared for their planning session, because you are the expert about their disability and the support that they need.

If you are helping the person you care for to prepare for their NDIS planning meeting, you should help them to think about:

  • what support they have and what activities they do now
  • whether these are meeting their needs and support the things they want to achieve
  • what is important to them, and
  • how these things will be reflected in their plan.

Yooralla’s free guide to prepare for the NDIS can help you and the person you care for to prepare for the discussion with their planner.

What will happen at the NDIS Planning Meeting?

The planner allocated to the person you care for will organise a time to meet to talk about their NDIS plan. This may be face-to-face, at a NDIS or LAC office, or over the phone.

As a carer, you can attend this meeting to support the person you care for in their discussion.

The planner will want to know about the person’s life so they can develop a NDIS plan that meets their needs and helps them to achieve their goals. This means they want to know about their family, friends and what they like to do.

More information on the NDIS planning process and how to prepare is available in Yooralla’s free guide to prepare for the NDIS.

What will the planner ask at the planning meeting?

The planner will ask about the person’s life, needs and goals

The planner will want to know about the life of the person you care for, so they can develop a NDIS plan that meets their needs.

The planner will ask about their current supports and everyday activities, and any part of their life where they require more support. They will also discuss goals. As a carer you can support this conversation by providing the planner with information about their current supports, unmet needs and the support you need as well.

The planner will ask how the funds in the NDIS plan will be managed

This means how will the service providers and supports to be paid. You and the person you care for can choose from:

  • self-managing: where you manage the person’s NDIS funds and pay the service providers and keep your own records
  • a financial intermediary – where they pay service providers for the person, this is also known as plan management
  • the NDIS – here the NDIS directly pays providers(also known as Agency managed) or
  • a combination of the above options.

The planner might ask you to choose a Support Coordinator. If the planner determines Support Coordination is required to implement their NDIS plan, they will ask in the planning meeting which service provider they want to do this. Find out more about Yooralla’s Support Coordination service.

What should be taken to the planning meeting?

It is important to take documentation about the life, current supports and goals about the person you care for, to support the discussion with the planner.

It’s a good idea to take any documentation relevant to the person’s disability from doctors, therapists, educational institutions or from their current service providers.

Yooralla has produced a checklist of information that people with disability and their carers can take to their planning meeting, and an activity planner to help  people to write down all the things they want included in their NDIS plan. Download Yooralla’s free guide to prepare for the NDIS.

Free NDIS pre-planning discussions

Yooralla is holding a series of free NDIS pre-planning discussions in Melbourne’s East, to help people with disability and their carers to prepare for their NDIS planning meeting.

Contact

For NDIS enquiries or to purchase services using NDIS funding, please contact us:

Phone: 1800 966 725
Email: intake@yooralla.com.au

To find out more about  the NDIS, please contact our Community Engagement team:

Phone: 03 9666 4500
Email:
ndis.infohub@yooralla.com.au

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