How the planning process works

Understanding your current supports

To get ready for your planning meeting, think about your current supports and who provides them, and what supports and services you may need to achieve your goals. 

Preparing for your planning meeting

We recommend completing Booklet 2 - Planning. You can choose to do it on your own or get someone to help, then bring it with you to your planning meeting.

You must also bring along any relevant reports or assessments. It helps us understand the types of supports you need.

Depending on your situation and support needs, there are different people to help you along the way. Find out who can help you start your plan.

Attending a planning meeting to create your plan

Attending a planning meeting, either in person, or over the phone, is the best way for us to gather all your information so together, we can develop the best plan for you.

During your planning meeting, make sure you discuss the goals/activities/tasks you want to achieve with your ECEI Coordinator, LAC or NDIA planner.

Goals/activities/tasks are a really important part of your NDIS plan and we will ask you what you would like to achieve. It could be a goal to use public transport independently; a goal to help build your life skills so you can become more independent, or a goal to help find, keep or change jobs (External website).

If you have any short-term goals or any unmet needs in your current life and you would them addressed, let us know. If your goals/activities/tasks are medium to long-term, we can break them down into short-term goals and help you take ‘smaller steps’ towards achieving those bigger goals. For more information, visit our Learn more about planning to achieve your goals page.

Receiving your approved NDIS plan

Your ECEI Coordinator, LAC or NDIA planner will talk to you about how long it will take to get your approved NDIS plan and the steps you need to take next.

The NDIA must approve your NDIS plan initially, then once it is approved, your ECEI Coordinator, LAC or NDIA planner will give it to you in person or mail a paper copy out to your preferred address.

Remember, during your planning conversation, you can ask for a copy of your plan in a variety of accessible formats. These include Braille, electronic text (on CD), large print or audio (on CD), or you can have it translated into your preferred language. For more information, visit our Find out more about receiving your approved NDIS plan page.

You can also view your plan on the myplace portal.

Using your plan

When you have an approved NDIS plan, you need to understand the different budgets and who can help you start using your plan, and how your plan is managed.

It is now up to you to choose what supports and services you feel you need to achieve your goals, who provides them and when and where they are delivered. For more information, visit our Learn more about using your plan page.

Reviewing your plan

We will contact you six weeks before your plan ends to discuss a review. If you haven't heard from us, call 1800 800 110 or find and contact an office in your area (External website).

Depending on your preference, you can do your plan review in person or over the phone. You are also welcome to bring along a family member, a carer or another person to support you.

Your plan review is an opportunity to reflect on your last 12 months and what you have achieved. Find out about the plan review process.

This page current as of
22 March 2019