The planning process

Once you have been told that you are able to participate in the NDIS, you can start the planning and assessment process. This will help to determine the informal, community and mainstream services and any reasonable and necessary supports you need to achieve your goals.

The planning and assessment process is focused on you as the participant. It is the start of a lifelong relationship between you and the NDIS. It uses goal-based planning to consider your strengths. It also aims to maximise your choices and independence.

To start you on the planning process, the Getting Plan Ready form should be completed prior to your initial planning appointment. This is your Participant Statement and it will help you to identify your needs, goals and current supports. This information is then taken into account in your planning conversation.

Working out your existing supports, as well as your support needs, is an important part of the planning and assessment process. It ensures that any risks to your participation in the NDIS are addressed and that any additional kinds of support you need are identified.

You are able to have a support person with you during appointments, such as a family member, friend, carer or support worker. The needs, strengths and capacities of your carers are also considered as part of the planning and assessment process.

For more information on preparing your Participant Statement, see the Getting Plan Ready page.

Video diaries

NDIS plans and the planning process

Hear from a planner and participants as they walk you through the planning process and share their personal stories.

Transcript of NDIS Planning Process (DOC, 32KB)

Fact Sheets and Publications

Check the fact sheets about arrangements in each state and territory.

Find out more