Planning for your first NDIS meeting (Pre Planning) | MyCareSpace
NDIS pre planning

Planning for your first NDIS meeting (Pre Planning)

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Once you know that you are eligble for NDIS funding, you will need to have a planning meeting with a Local Area Coordiantor or Planner. Here are our top resources to help you prepare, as this is absolutely vital to ensure you get the the best possible NDIS Plan.

Overview of what happens

For an overview of the process and what will happen when you have your first planning meeting, we can refer you to the official NDIS Guide:

NDIS official Guide

Pre Planning Workbook is essential

A number of our MyCareSpace community members said that when they went into their first planning meeting their "minds just went blank!"

This is understandable but also avoidable with just a little preparation. Assume you will be stressed and perhaps nervous and emotional. All of these feelings don't help when you're trying to think clearly and answer important questions.

Our top tips for getting ready for your planning meeting (and getting the most out of it) is to take a friend or mentor with you and take your notes into the meeting with you.

So you asking " What notes?"  

Based on the experience of others, the suggestion is to complete the pre planning workbook (links below) in the weeks prior to your meeting. Although the LAC or planner does not want your notes they will be useful prompts for  you to answer their questions.

The pre planning workbook allows you to think about and answer key questions about your family supports, daily activities, transport and more. It also allows you to keep a record of your daily activities and routines which you will be asked about in the planning meeting.

Its important to record absolutely everything you do with in your routines with the person whose plan you are working on. For example, if as a carer you tie shoelaces, brush teeth or even put an opal card in a back pocket - write it down.

Based on the experience of others who have been through the process, the suggestion is to focus on the maximum assistance a person needs when things are bad. This is particularly important for people with a psycho-social condition, as  things normally go in cycles. if you focus on your best possible day, you're more than likely not going to get the funding you need when you  have a downturn.

Here are links to a couple of versions of the workbook:

NDIS Pre Planning Workbook

Pre Planning Workbook for a Child

Pre Planning Workbook for an Adult

Who will write my plan?

NDIS Planner or Local Area Coordinator or Early Childhood Access Partner

What happens if I don't get all the funding I need in my plan?

Don't worry too much. This is not your forever plan! You can request a plan review at any time or wait for your yearly assessment and review. The NDIS wants to make sure that your plan is working for you.

So to wrap it up these are the top tips provided by MyCareSpace community:

1. Start today

Your first NDIS planning meeting could be a pivotal moment in your life. It’s time to start thinking about how you want to live your life and what you need to achieve your goals.

2. Think big

The NDIS will transform disability services and it’s for life. It’s time to stop worrying about barriers you might have run into in the past and start thinking about the big picture. What do you want to achieve in your life and how do you want to live it? It might take some time to get used to the idea that the NDIS could actually change your world. It helps to talk through your goals, aspirations and dreams with people that know you well.

3. Write a list or keep a diary

It’s also important to think about your day-to-day reality. What are the barriers you encounter every day that make life harder than it could be? A good way to monitor this is to start documenting them now. You could write a diary,write them in your planning workbook, take photos or keep a list. This will provide concrete examples you can use in your first planning meeting to help you get the most out of your NDIS plan.

4. Be specific

There’s no doubt that the NDIS could be truly transformative – but it’s up to you to make sure you take advantage of it. Try to be as specific as you can about what you need and what you want, what your goals are and how you want to live. Write all of these down and take them along to your first meeting.

5. Get the paperwork done early

It’s a good idea to fill in your planning workbook (links above) well before you go in for your first meeting. It contains important questions about your life and your future and you don’t want to have to come up with an answer on the spot!

6. Get all your documents ready

Before your first meeting get all the documentation you have together so you can streamline the process with your planner. Try to collate all your medical, education and health documents to have it ready. Remember that the NDIS is not interested in any reports that are older than 2 years old.

7. Take someone with you

Take along to your meeting people who know you well. That might be family, friends, support workers or advocates. They’ll help you to make sure you aren’t forgetting anything important and can assist with explaining your situation to your planner.

8. Write down a list of questions that you have about your plan

Take this in with you and have the support person who comes with you take notes when they are answered.

Some questions for your planning meeting as suggested by Endeavour Foundation:

- How will my plan be sent to me?
- Do I need a computer or email address?
- If I need to send you information or ask a question after this meeting, how do I contact you?
- Will I be able to review the plan before it is finalised?
- How long after my planning meeting will I receive my plan?
- What happens if something is missing from my plan? Who do I call?
- Who will help me understand my plan? How do I send the money?
- What is a support coordinator and will I be funded for this?
- What is plan management?

9. Decide how you will manage your Funds

You need to realise you have a choice. The options are agency managed, plan managed (which is funded separately in your plan), self-managed or a combination. If you missed our webinar on self managing and plan managing then make sure to you watch it to understand all your options. You need to realise if you are agency managed, you will have much less control over which providers you use, the price you pay and how your funds flow in general.

Alternatively you can use a Plan Manager or decide to Self Manage. If you want to use a Plan Manager, you need to ask for this in your meeting. See the MyCareSpace webinar on the differences and benefits between Plan Management and Self Management.