Quick answer: To prepare for your first NDIS planning meeting, think about the support you need in daily life, write down your goals, gather any reports you already have, decide who you would like to bring, and consider how you want to manage your plan. The meeting may be in person, by Microsoft Teams or by phone.
A planning meeting is your chance to explain what matters to you. A little preparation helps you feel confident and helps the National Disability Insurance Agency (NDIA) understand your situation.
What is an NDIS planning meeting?
An NDIS planning meeting is a conversation between you and the NDIA. You talk about your daily life, your goals and the supports you may need. The NDIA then uses this information to decide what to include in your plan.
How do you prepare? Six steps
1. Think about your day-to-day needs
Start with an ordinary day. What do you find hard, and what do you need help with? Think about personal care, cooking, getting around and time with friends and family. The NDIS notes that thinking about your needs beforehand is a great way to speak up for yourself.
2. Write down your goals
Goals can be big or small. You might want to build independence at home, learn to catch public transport or join a community group. Write down what you would like to achieve, and why it matters to you.
3. Gather your information
Collect any reports you already have, such as letters from your doctor or assessments from therapists, if available. The NDIA works with you to identify what to bring, and sharing information early may speed up approval. If you are unsure what is needed, ask before the meeting.
4. Decide who will come with you
Some people find it helpful to bring someone who knows them well. This could be a family member, a friend, a support coordinator or a recovery coach. They can help you remember things and give you support on the day.
5. Think about how you want to manage your plan
You can manage your plan yourself, use a plan manager, have the NDIA manage it, or use a mix of these. You do not need to decide everything in advance, but thinking about it helps.
6. Practise what you want to say
Say your goals out loud to a friend or family member, and keep a short list of key points with you.
What can you expect on the day?
Meetings may take place in person, by Microsoft Teams or by phone. For phone and online meetings, the NDIS suggests finding a quiet place where you will not be disturbed for up to an hour. Write down the time, date and place so you do not miss it.
Your planner will ask about your life, your health and your goals. It is fine to ask for a question to be repeated.
What happens after the meeting?
The NDIA may ask for more information, and then it will send your approved plan. The NDIA aims to approve plans within 56 days, though this is a target and not a guarantee. Once your plan is approved, you can begin choosing providers and putting your supports in place.
Is NDIS planning changing?
The NDIA is introducing a new approach to planning, called new framework planning, in phases. The NDIS says that for many participants, nothing will change for some time. Because timing can shift, please check the NDIS website for the latest information before your meeting.
Preparing in Newcastle and the Hunter
Local knowledge can make your preparation more practical. Think about how you travel to appointments, which local activities and community groups interest you, and whether telehealth might suit you. Telehealth can be a useful option for people in Newcastle, Upper Hunter and the Central Coast who find travel difficult.
Frequently asked questions
How long is an NDIS planning meeting? The NDIS suggests setting aside up to an hour for phone or online meetings. Length can vary, so ask your planner when you book.
Can I bring someone with me? Yes. You can bring a family member, a friend, a support coordinator or a recovery coach.
Do I need reports before my first meeting? The NDIA works with you to identify what to bring. If you already have reports from your doctor or therapists, it helps to have them ready.
How long until I receive my plan? The NDIA aims to approve plans within 56 days.
How Sublime Care can help
Sublime Care is a registered NDIS and aged care services provider. If you would like to talk about your goals, or learn what supports might suit you, our friendly team is here to help. Reach out today, and we will start the conversation together.
Email: ndis.referral@sublimecare.com.au Phone: 02 4915 9627