How to prepare for your NDIS planning meeting

Posted on 12 February 2020 by Yooralla

Being prepared for your NDIS planning meeting is very important to making the most of the NDIS. The NDIS planner will ask the five questions below to learn about your needs and goals.

1. The planner will ask you about your life

This means you need to describe your life in terms of your family, friends and what you like to do. It helps if you think about what activities you do every day, every week or every now and then. Yooralla’s free guide to prepare for the NDIS can help you think about your life and your needs, and to collect information your planner will need to know.

2. The planner will ask what support you currently receive and what other support you need

The planner will ask you about the supports you need to live the life you choose, how you manage everyday activities, and any part of your life where you require more support.

It is also important for you to tell them about factors that may affect the support you receive from your family, for example if a family member who cares for you occasionally needs to go to hospital.

3. The planner will ask you about what’s important to you and what are your goals

During your planning conversation, the planner will talk to you about the goals you want to achieve across many aspects of your life. Goals describe what you want to achieve. 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.

Once you are clear about what support you receive and what works for you, this will help you think about your goals.

4. They will ask you how you want to manage the funds in your plan.

At your planning meeting you will be asked how you would like your plan to be managed. This means how you want your service providers and supports to be paid.

The NDIA will work with you to decide how you manage your plan. Your plan can be managed by:

  • yourself (known as self-managing) – where you manage your NDIS funds and pay the service providers and keep your own records
  • a financial intermediary – where they pay service providers for you, this is known as plan management
  • the NDIS – here the NDIS directly pays providers on your behalf, and manages the money in your plan, or
  • a combination of the above options.

Whatever option you choose, the National Disability Insurance Agency (NDIA) can support you to make arrangements and set up the processes.

5. If you are funded for Support Coordination in your plan, the planner will ask you which service provider you want to use for your Support Coordination

Depending on your situation, you may be funded for Support Coordination in your NDIS plan. This means you will have a service provider (such as Yooralla) support you to organise all the supports in your NDIS plan. The planner will ask you in the planning meeting which service provider you would like to do this.

Find out more about Yooralla’s support coordination services.


Need more advice or help?

Download our free NDIS guide: To make the most of the NDIS, download Yooralla’s free guide.

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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