When is a good time to start planning?

You will receive a letter to tell you about the access decision. If you are advised that you have met eligibility for the scheme this is a good time to start planning for your meeting.

You will also be contacted by a LAC or a representative of the NDIS to make an appointment to start the planning process.

How do I prepare for my planning meeting?

To get ready for your meeting, think about your current supports and who provides them, and what supports and services you may need to achieve your goals.

It is recommended that you prepare a planning meeting checklist prior to your meeting:

What should I bring to my planning meeting?

  • Your completed participant booklet – planning booklet 2 of 3 (available from NDIS website)
  • Your bank account details (if you are considering self-managing all or a portion of your NDIS funding)
  • Your MyGov login and password details (if you need help with this, talk to your lac or NDIA planner).

You can also bring along a family member, friend, advocate or anyone else to your meeting. If you want help to arrange an advocate to attend with you, contact your LAC or NDIA planner.

Once you’ve completed all of the above, you’re ready for your planning meeting.

Where can I get help with preparing for my planning meeting?

Local Area Coordinators are here to help you and listen to your needs in a respectful manner and in a location of your choice.  This can include over the phone or face to face in one of our offices, within the home or in a community location.

The Local Area Coordinator will ask you a range of questions and document all of the information which will assist in creating your plan. This information is then submitted to the NDIA to make the decision regarding the funding that will make up your NDIS plan.

Examples of things you will be asked about in your first NDIS planning conversation:

  • Your personal details
  • Your community and mainstream supports
  • How you manage everyday activities
  • Your safety, including equipment, accommodation or help to take care of yourself or your home
  • The goals you want to achieve
  • Ways to manage your plan
  • The support you need to use your NDIS plan.

It is important to think about the answers to these questions before your planning meeting.

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