How to Prepare for Your First NDIS Planning Meeting

Your first planning meeting with the National Disability Insurance Scheme can feel like a big step—and it is. But with the right preparation, it can also be empowering.

Image Description: Two people sitting at a table with laptops, a plant is on the table as decoration and coffee cups

Why This Meeting Matters

This is where your goals, needs, and supports are discussed. The outcome directly shapes your NDIS plan.

Step 1: Think About Your Goals

Ask yourself:

  • What does independence look like for me?

  • Do I want to work, study, or socialise more?

  • What skills would I like to build?

Your goals don’t have to be perfect—they just need to reflect what matters to you.

Step 2: Document Your Daily Challenges

Be honest about your day-to-day life. Consider:

  • Personal care needs

  • Mobility challenges

  • Social or emotional support

Many people underestimate their needs—this can lead to underfunded plans.

Step 3: Gather Supporting Evidence

This might include:

  • Medical reports

  • Therapist assessments

  • Letters from support providers

The more evidence you have, the stronger your case.

Step 4: Consider Supports You May Need

Think broadly:

  • Support workers

  • Therapy services

  • Assistive technology

  • Transport support

Step 5: Bring Someone You Trust

You don’t have to do it alone. A family member, friend, or support coordinator can help you feel more confident.

Image Description: A black and white picture of two people sitting at a table with laptops talking.

Final Thoughts

Preparation is the key to a successful planning meeting. When you walk in knowing your goals and needs, you’re far more likely to walk out with a plan that truly supports you.

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Understanding the NDIS: A Simple Guide for Beginners