Preparing for an NDIS Planning Discussion

An NDIS planning discussion (sometimes called a planning meeting) is a conversation between you and an NDIA representative (or Local Area Coordinator) about your goals, your current situation and the supports you need. The outcome of this discussion shapes your NDIS plan, so being prepared can make a real difference.

This guide offers practical tips to help you prepare. It is general information only and does not guarantee specific outcomes.

Before the Discussion

Think About Your Goals

Your NDIS plan is built around your goals. Goals are the things you want to achieve, such as becoming more independent, participating in the community, finding work, improving your health and wellbeing, or learning new skills.

Think about what is important to you. Write down your goals, both short-term and long-term. Be as specific as possible. For example, instead of "I want to be more social", you might say "I want to join a local community group and attend once a week."

Document Your Current Situation

• What supports are you currently receiving?
• What is working well?
• What is not working or needs to change?
• What are your daily challenges?
• What assistance do you need with everyday activities?

Gather Supporting Information

Reports and assessments from health professionals can support your request for specific supports. This might include:

• Reports from your GP, specialist or therapist
• Functional assessments
• Current service agreements
• Any existing care plans

You are not required to bring reports, but they can help the planner understand your needs.

Think About Who Supports You

Consider who you would like to attend the planning discussion with you. This might be a family member, carer, friend, support coordinator or advocate. Having someone with you can help you feel more confident and make sure you don't forget anything.

During the Discussion

• Be honest about your needs. Don't downplay the challenges you face.
• Give specific examples. Instead of saying "I need help at home", explain what tasks you need help with and how often.
• Talk about your whole life, not just one area. This includes home, community, work, relationships, health and learning.
• Ask questions if you don't understand something.
• Take notes during the discussion.
• Ask for a copy of your plan once it is approved.

After the Discussion

• Review your plan carefully when you receive it.
• Check that it includes the supports you discussed.
• If you disagree with decisions in your plan, you have the right to request a review.
• Consider whether you need a support coordinator to help you implement your plan.

Plan Reviews

NDIS plans are typically reviewed every 12 months. You can also request a review earlier if your circumstances change significantly. The same preparation tips apply to plan reviews.

Official Sources

For the most current information about NDIS planning, visit the official NDIS website at ndis.gov.au. You can also contact the NDIS on 1800 800 110.