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Preparing for your initial NDIS planning meeting – tips and strategies for success

Nov.03.2023 By Natalie Woodbridge

Understanding the NDIA planning process is important for helping you prepare for your initial  National Disability Insurance Scheme (NDIS) planning meeting. This comprehensive guide will equip you with essential tips, strategies, and insights on what to expect to help you navigate the process with confidence and create an NDIS plan to help you achieve your goals.

What is an initial NDIS planning meeting?

Your initial NDIS planning meeting is an important step in the NDIS process.

It’s an opportunity for you, as a NDIS participant, to discuss your goals, needs, and preferences with an NDIS representative, such as a Local Area Coordinator (LAC), Early Childhood partner or a National Disability Insurance Agency (NDIA) planner.

The aim of the meeting is to develop a personalised NDIS plan, outlining the funding for the supports and services you’ll receive to help you achieve your goals.

What to expect during your NDIA planning meeting

During your NDIA planning conversation, you can expect to cover various aspects of your life, including:

  1. Personal information: Your NDIS representative will ask for your personal details, such as your name, address, and contact information.
  2. Current situation: You’ll discuss your current living arrangements, supports, family members, and daily activities.
  3. Goals: You will talk about your short-term and long-term goals with an NDIS representative, and how the NDIS can help you achieve them.
  4. Supports: Explore the types of supports and services that may help you reach your goals, including funded, informal, and community supports including a Support Coordinator to help you implement your plan if you need one
  5. Plan management: Discuss how you’d like to manage your NDIS funding, whether through a plan manager like MyIntegra, self-managed, or the NDIA managing it on your behalf.


Tips and strategies for a successful NDIS planning meeting

To make sure your initial NDIS planning meeting is a success, consider the following tips and strategies:

  1. Be prepared: Gather relevant documents and information, such as personal details, bank account details, and evidence of your disability such as reports from your doctors and therapists. Remember to complete your NDIS planning booklet (Booklet 2) before your NDIS meeting, which you can download here.
  2. Identify your current supports: List the informal supports you receive from family members, friends, and community organisations, as well as any formal supports from service providers.
  3. Clarify your goals: Think about the short-term and long-term goals you’d like to achieve, such as improving daily activities, increasing your independence, or participating in the community.
  4. Bring a support person: Having a family member, friend, or support person at the meeting can help you feel more at ease and ensure your needs are effectively communicated.
  5. Ask questions: If you’re unsure about anything during the meeting, don’t hesitate to ask your NDIA representative for clarification.


Support available to help you with your initial NDIS planning meeting

There are various support options available to help you prepare for and navigate your initial NDIS plan meeting, including:

  1. Local Area Coordinators (LACs): LACs can help you understand and access the NDIS, guiding you through the planning process and providing ongoing support.
  2. NDIA planners: A NDIA planner can work with you to develop your NDIS plan, ensuring it reflects your goals and support needs.
  3. Early Childhood Partner (ECEIs): An Early Childhood partner has experience working with children with developmental delay or disability and will help you understand the supports and services available to best meet the needs of your child.
  4. NDIS resources: The NDIS website and planning booklets provide valuable information and tools to help you prepare for your planning meeting.


By utilising these supports and remembering our top tips and strategies, you can feel confident and well-prepared for your NDIS planning meeting, setting you on the path to receive appropriate support and achieve your goals.

Once you have an approved NDIS plan you’ll need to understand the different budgets and start choosing supports and services to help you achieve your goals. For help understanding your NDIS plan and managing your NDIS funds get in touch with MyIntegra today. We can take care of the paperwork, make sure your invoices are paid on time and give you advice and guidance to ensure your NDIS plan works best for you. Our Support Coordination service can also help you select providers that will assist you to meet your NDIS plan goals.

Future links: Preparing for a plan reassessment meeting and Using your NDIS Plan

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