Getting plan ready

Getting NDIS Plan Ready

A participant's first plan may include a transition of their current supports only. This will provide a continuity of access to supports for the participant, whilst they are provided the time to consider other goals they may wish to include in their plan, in readiness for when their review is scheduled. 

As the parent or carer of a person with disability, it is likely you have developed a good understanding of the impact their disability has on their day-to-day activities. This means you are well placed to support them through the pre-planning process and to capture additional goals the person may have.

For consideration to bring along to the meeting:

  • Reports, functional assessments and information on the person’s disability
  • Good day bad scenarios, to ensure all necessary support is captured
  • Completed Carers Checklist or completed Mental Health Carer checklist
  • Documented strengths, interests, challenges in daily activities
  • Documented short term and long term goals.
  • Completed Participant NDIS Planning workbook
  • Carers Statement (Please click here for examples)
  • Evidence of age and residency to verify the participant's access request
  • Bank account details - solely to be used for NDIS participant funds

It is important to keep copies of all documentary evidence provided to the NDIA and their partners, including the NDIS Planning Workbook, carer checklist, and diary of activities. It is also advisable to keep a record of any communication held between yourself and the NDIA or their partners. Be sure to document the date, time and name of the person, this will help you to recall all relevant information if required to do so at a later date.

Support Coordination

NDIS Support Coordination definition:

Assistance to strengthen participants abilities to coordinate and implement supports and participate more fully in the community. It can include initial assistance with linking participants with the right providers to meet their needs, assistance to source providers, coordinating a range of supports both funded and mainstream and building on informal supports, resolving points of crisis, parenting training and developing participant resilience in their own network and community.’

Supports Coordination hours can be included in a person's initial plan where requested, to help you and the person you care for to find and locate appropriate supports and services.

If you feel unsure about how to connect to supports and services in your community, or what the next steps are when you receive the NDIS plan, you may wish to consider including Support Coordination hours in the plan. Your planner will advise whether this is likely to be included, based on the information you provide during your planning meeting.

Pre-Planning Workbook examples

Please follow the links below for access to some pre-planning tools and resources. Carers Australia have put together these resources with the assistance of Parents and Carers, who have already been through the process of supporting the person they care for prepare for their planning meeting. 

Jeremy's NDIS Workbook example

Olivia's NDIS workbook example

Sally's NDIS workbook example


The NDIS Journey

Pre Planning