Understanding the Process

The NDIS planning process has several steps:

  • An NDIS representative contacts you to arrange a planning meeting.
  • You prepare for the planning meeting.
  • You have the planning meeting with your NDIS representative.
  • Your plan is approved and you get a copy of the plan.

1. An NDIS representative contacts you

When your access request is accepted, an NDIS representative will contact you.

Depending on how old you are and where you live, this person will be:

  • an NDIS early childhood partner
  • an NDIS local area coordinator (LAC)
  • an NDIA planner.

The ECEI Coordinator, LAC or NDIA planner will make a time to meet with you to discuss your NDIS plan. Depending on what works best for you, the meeting might be face to face, by video chat, or on the phone.

They will also tell you:

  • how long the meeting will last
  • what you need to bring to the meeting
  • what you can do to get ready for the planning meeting.

2. You prepare for the NDIS planning meeting

It’s a good idea to do some preparation before the planning meeting. You’ll get a planning booklet from the NDIS that will help you to prepare.

First, think about your likes, dislikes, and what your interests are. For example:

  • My name is Piper I am 20 years old. I love purple things. I like being outside, so long as I have someone nearby.
  • My child Joshua is 17 years old. He has a great sense of humour and is the family joker. He likes going to school but could probably work harder. He’s passionate about cricket. Steve Smith and Ellyse Perry are his favourite players.’

Second, think about your condition, disability/disabilities or developmental delay. For example:

  • I have cerebral palsy.
  • Lilly is autistic. She can’t speak, so she gets upset or frustrated when we don’t understand her.
  • Tray has cerebral palsy. He can walk sometimes although his movements can be quite jerky, especially when he’s tired. He has had several surgeries and needed a wheelchair afterwards.

Third, How does this impact your day-to-day life? For example:

  • I am mostly independent. I use a wheel chair to get around. I have a modified car.
  • I need a bit of help getting ready for work, meal preparation and house and garden maintenance.

Fourth, think about your current supports. These include:

  • mainstream health supports – for example, health, mental health.
  • mainstream education supports – for example, early childhood, primary and secondary schools, higher education and vocational, education and training.
  • community supports – for example, sports clubs, community groups or other organizations.
  • informal supports – for example, the support and help you get from family members, friends, housemates, neighbors and so on.

Fifth, think about the supports you, your family or carer might need. For example:

  • Assistance with Daily Life
  • Assistance with Social & Community participation
  • Increased Social & Community participation
  • Finding and Keeping job
  • Improved Relationships
  • Improved Living Arrangements
  • Improved Health and Wellbeing
  • Improved Learning
  • Improved Life Choices
  • Improved Daily Living
  • Transport
  • Consumables
  • Home Modifications
  • Assistive Technology
  • Do you need support for your caring role – for example, respite care?

You can write down all of this information, plus any questions you have, in your planning booklet. It’s a good idea to bring this booklet to the planning meeting.

It can also help to write a carer’s statement. This statement explains how your disability or developmental delay affects you or your family’s daily life. You can write about your other family members or your carer’s, own health, wellbeing, financial circumstances and so on.

Your goals are a key part of your NDIS plan. Goals are the things you want to achieve with NDIS support and other supports and services. At your NDIS planning meeting, you’ll discuss your goals, so it’s a good idea to start thinking about goals before the planning meeting.

3. You have the NDIS planning meeting

The NDIS planning meeting is between you and your child’s early childhood partner, LAC or NDIA planner.

You should bring:

  • the information you’ve prepared, including your NDIS planning booklet and carer statement
  • information or reports from your health professionals, therapists or service providers
  • proof of your identity – for example, a passport and driving license
  • your bank account details if you’re considering self-managing some or all of your NDIS funding
  • your myGov log-in and password
  • a support person if you’ve decided you want one, like a family member, friend or advocate
  • any questions you have about the process.

In your NDIS planning meeting, your ECEI Coordinator, LAC or NDIA planner will:

  • go through all of the information you’ve prepared
  • ask about your routines, the things you enjoys and the things your family does together
  • ask about your main concerns and the reasons you want support
  • discuss your goals
  • discuss supports and services that can help to achieve your NDIS goals, including mainstream and community services
  • talk with you about whether you want the plan to include funding for a support coordinator or specialist support coordinator
  • talk with you about options for managing your NDIS funding and help you choose the option that best suits you, your carer or family.

At the end of the planning meeting, your ECEI Coordinator, LAC or NDIA planner will explain what happens next.

During the planning meeting, you can ask for a copy of your plan in various accessible formats. These include Braille, electronic text (on CD), large print or audio (on CD). You can also have the plan translated into your preferred language.

4. Your NDIS plan is approved and you get the plan

After your planning meeting, the NDIA must approve your NDIS plan.

When your NDIS plan is approved, you’ll get a copy of the approved plan via the myplace portal within 24 hours and in the mail within 7 days.

If you disagree or are unhappy with the supports funded in your child’s NDIS plan, you can ask for a review.

After the planning meeting: what happens next?

Most NDIS plans go for 12-24 months before they have a scheduled review. The scheduled review of your child’s plan is a good chance for you to think about:

  • how well the plan is meeting your needs
  • whether your circumstances have changed in the last year.

For more information on this planning process watch this video.

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