5 things to take to your NDIS planning meeting

Posted on 12 February 2020 by Yooralla

To make the most of your NDIS planning meeting, you need to be prepared.

There are things you can take to your meeting to help you with your discussion with the planner; and to help the planner to be fully informed about your situation, your goals and your needs.

1. Someone to support you

You can have a support person, or people, with you to support you in your planning meeting. You should think about who you might want to be there well before you have to attend. You can have family, friends, your current service provider, or an advocate join you; or you can go on your own.

2. A summary of your activities and supports

Yooralla’s free guide to prepare for the National Disability Insurance Scheme (NDIS) includes activity planners to help you think about your current activities and what support you need to do them.

When filling out the tables think about all of things you do now – not just at a day program, school or work, but things you do in the morning, or at the end of your day, in the evenings and on weekends. You might want to make notes about things you would like to change, do more of, or stop doing.

There are tables for the things you do regularly – these are things that have a routine or schedule. This could be going to school or work, or perhaps going to the gym or swimming, if you do these at the same time every week. There is another table that you can use to make some notes about things you do sometimes.

Don’t forget to think about how you get to places, what support you need before, during or after an activity, or any specific things you might need support for, such as meals or personal care.

3. Your goals

Goals describe what you want to achieve. Another way to think about it is what’s important to you. Once you are clear about what support you receive and what works for you, this will help you think about your goals. During your NDIS planning meeting, the planner will talk to you about the goals you want to achieve across many aspects of your life. The planner asks this because a NDIS plan is based on goals, and supports will only be funded if they will help you meet these goals.

If you need a specific support it needs to be related to a goal. For example, if visiting a disability peer support group every month is important to you, this can be related to your goal of “social and community engagement and inclusion”.

4. Any other documentation relating to your life, your supports, your health or your disability.

Documentation you can take includes: Client Support Plan (CSP) / Person Centred Plan, Lifestyle Plan, Health Support Plan, Behaviour Support Plan, Therapy Assessment, letters from your doctor or therapist to talk about your needs, information from your school or workplace about your needs, day program rosters and activity schedules, recreation program information, information about your family, information from a current service provider, and information from other places you go.

5. A list of questions

If there is anything you want to know about the NDIS, what will or won’t be funded or the planning process, this is your opportunity to ask.  You can also ask for the planner to read back their understanding of your goals and support needs. It is important that you feel listened to in your planning, and one of the best ways to check is to ask questions.


Need more advice or help?

Download our free NDIS guides: To make the most of the NDIS, you can download Yooralla’s free guide for adults or carers with disability or free guide for parents of children with disability to help prepare for the NDIS.  

Book a free one-on-one NDIS discussion: To discuss your individual circumstances and better understand the NDIS, book in for a free one-on-one NDIS discussion with our friendly team.

Contact us: For more information or support, email ndis.infohub@yooralla.com.au or contact us today.


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