There are many steps on your NDIS journey, but the first – and one of the most important – is your planning meeting. This is your opportunity to get an NDIS plan you’re happy with and that has the funding you need to achieve your goals. This article explains how a planning meeting works and gives you some tips so you can go in feeling prepared and relaxed.  

A step-by-step guide to your planning meeting 

Whether you’re new to the NDIS or have requested a review of your plan, your planning meeting will follow a similar format. There are 4 main parts of the meeting, each giving the planner or Local Area Coordinator (LAC) a better understanding of your situation and support needs. Your NDIS plan will be based on your responses to each of these major topics…    

Step 1 – Your story  

Once you’ve been introduced to your planner, they’ll ask you some questions about your life. Your answers will be used to fill out the ‘About Me’ section of your NDIS plan, so try to give as much detail as possible to give the planner a sense of what your daily life is like. Some things you might like to talk about here include your living situation, if you have a job or not, your hobbies and interests, and how you get around. 

Step 2 – Your support needs  

The next step is to establish how much support you require in your day-to-day life. To do this, your planner will ask you how easily you’re able to perform certain tasks. You will be asked to rank your ability out of 5 for a range of activities that relate to things like mobility, health and well-being, relationships, and motor skills.  

Step 3 – Your goals  

Your goals are an important part of your NDIS plan, as all the supports you access will link back to them. Your planner will ask you about what you want to achieve with the assistance of the NDIS, in both the short and long term.  

Your short term goals should be able to be achieved within the next year – for example, wanting to build your confidence when using public transport. Your long term goals are more involved and might take many years to achieve – for example, learning to walk unaided.  

Step 4 – Impact Statement  

Finally, your planner will want to get an understand of how your disability effects the people around you – particularly your primary carer. This can be a difficult and emotional thing to talk about, but your impact statement helps to give your planner a real sense of the support you need.   

If you want plan management or support coordination included in your plan, this is the time to ask. There are no restrictions on who can receive funding for plan management, so if you ask for it during your planning meeting, you will receive it. Support coordination is a bit different, as you will need to meet certain criteria to have it included in your plan.