Step 2. Prepare for Your NDIS Planning Meeting
This meeting shapes your NDIS plan, so being well-prepared gives you the best chance of a plan that truly reflects your life and goals.
Prepare for Your NDIS Planning Meeting
Once your NDIS access is approved, you'll be invited to a planning meeting, by phone or in person with a Local Area Coordinator or NDIA planner. This meeting shapes your NDIS plan, so being well-prepared gives you the best chance of a plan that truly reflects your life and goals.
Think about what matters to you
Your NDIS plan is built around your goals — the things you want to achieve, experience, and improve. Before your meeting, take some time to think about:
What your disability is and how it affects your day-to-day life
Your short-term goals for the next 12 months and your longer-term aspirations
The supports and services you currently use (paid and informal)
Informal support you receive from family, friends or your community
Supports you need but are currently unable to access
Areas of your life where you'd like to build independence or confidence
Goal- setting tip
The NDIS focuses on goals across several life areas: daily living, health and wellbeing, community participation, employment, relationships, learning, and independence. Try to frame your goals around what you want to achieve, not just the supports you need.
What to bring to your planning meeting
Reports and assessments from your treating professionals (GP, OT, psychologist, physiotherapist)
Evidence of how your disability affects your daily functional capacity
A written summary of your goals (even dot points are helpful)
A support person if you'd like one — a family member, carer, or advocate
A list of your current services and providers
Information about your living situation and any housing or safety needs