Plan management is when a provider supports you to manage funding in your NDIS plan. These providers are known as plan managers. 

Plan management is different from having the NDIA manage funding in your NDIS plan, or you choosing to self-manage your plan. More information on ways to manage your funding.

NDIS Guide to Plan Management

To help you understand plan management, we have released the NDIS Guide to Plan Management, with an Easy Read translation:

This guide will help you to understand: 

  • what to expect from plan management
  • the roles, responsibilities and activities of plan management providers
  • the broader system plan management providers operate under.

Why use a plan manager?

A plan manager can help you: 

  • increase your financial and plan management skills
  • learn how to self-manage your plan 
  • pay providers
  • increase your choice of providers
  • get NDIS plan budget reports and greater budget oversight. 

How can I have plan management?

At your planning meeting you can tell NDIS staff that you would like a plan manager to support you. 

The NDIS will include funding in your plan to pay for your plan manager. This is separate from your other services and supports in your budget. 

If you are mid-plan and want to change, contact us on 1800 800 110 to discuss how you can include plan management in your plan. 

How do I find and connect with a plan manager?

You can find and connect with a plan manager through: 

  • your Local Area Coordinator, early childhood partner or support coordinator 
  • the Provider Finder tool on the NDIS myplace participant portal
  • your friends and family
  • other online resources and websites. 

After I have connected with a plan manager, what do I do? 

Once you have connected with a plan manager, you should create a service agreement

A service agreement outlines: 

  • the services to be provided 
  • how these services will be provided
  • how long they will be your plan manager. 

How do I change plan managers?

You can choose your plan manager. You can also change your plan manager during your plan. 

If you wish to change, you will need to tell your plan manager. They will provide you with information about your plan and help you to change.

Complaints and feedback

If you have a complaint with the service of your plan manager, start by having a discussion with your plan manager. They may be able to resolve the issue. 

If you are not happy with that outcome or you do not want to discuss the matter with your plan manager, you may lodge a complaint with the NDIS Commission

Frequently asked questions

This page current as of
4 August 2021
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