Self management is a great option for participants who truly need full control and are confident managing the administrative side of their funding.
If you are hiring your own staff and managing your own support workers, self management may work well for you. However, for many participants, self managing can become overwhelming, stressful and time consuming.
If you have tried self management and feel unsure about invoices, line items or budgeting, it may be time to consider switching to NDIS plan management.
Why Change Your NDIS Plan from Self Managed to Plan Managed?
When you move from self managed to plan managed, you keep your flexibility but remove much of the financial and administrative burden.
Plan management can provide you with:
- Support understanding the NDIS and correct line items
- Guidance to ensure you are getting the most out of your funding
- Help accessing the services you need
- Tracking and budgeting tools
- More time to focus on your goals and daily life
You still have choice and control over your providers, and can use both registered and non registered providers, but without needing to process claims or manage payments yourself.
Is It Hard to Change Plan Managers or Move from Self Management?
Changing from self managed to plan managed is an easy and hassle free process. The NDIS gives participants the right to request plan management at any stage of their plan. Adding plan management does not reduce your funding and does not remove any of your existing supports.
How Do I Change My NDIS Plan from Self Managed to Plan Managed?
In 3 simple steps you can change your NDIS plan to plan management. Any NDIS participant can ask to have plan management added to their NDIS plan. This can be done:
- At your initial NDIS plan meeting (before you receive your plan)
- At your NDIS plan review or reassessment meeting
- During your plan
At Your Initial Plan Meeting
During your initial NDIS planning meeting you can simply request that your NDIS plan includes plan management funding. This will not impact any of the other funding in your plan.
You can also submit the Request for plan management letter to your NDIS planner or LAC before, during or after this meeting.
You will need to endorse a plan manager and let the NDIS know who you would like your plan manager to be in order for them to provide plan management supports.
Do you want Plan Hero plan managers to be your NDIS plan manager?
Download this letter to use for your meeting
Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting
At Your NDIS Plan Review or Reassessment
During your plan review or reassessment you can discuss with your LAC or NDIA planner that you want your new plan to be plan managed. This will not impact any of the other funding in your plan.
You can also submit the Request for plan management letter to your NDIS planner or LAC before, or during this meeting.
You will need to endorse a plan manager and let the NDIS know who you would like your plan manager to be in order for them to provide plan management supports.
Do you want Plan Hero plan managers to be your NDIS plan manager?
Download this letter to use for your meeting
Not sure who you want as your plan manager yet?
Download our letter here and use this for your meeting
During Your NDIS Plan
To request a change to plan management during your plan, you simply need to get in touch with the NDIS and put in a request or light touch review:
- Call the NDIS on 1800 800 110 or contact your LAC (listed on your plan)
- Let them know you would like to switch to plan management and request a light touch plan review
- If approved, this change can usually take 3 to 4 weeks
I Don’t Know How My Plan Is Managed
Not to stress, if you are unsure how your plan is managed, check out our resource How is my NDIS plan managed?
How Many NDIS Participants Are Plan Managed in Australia?
National NDIS data confirms that plan management is a leading choice for participants across Australia.
In Q1 FY25/26, the NDIS reported 751,446 active participants nationwide. Of those, 519,017 participants are plan managed.
That equates to 69% of all participants choosing plan management.
These figures demonstrate strong confidence in plan management as a funding option. Participants are actively choosing the balance of flexibility and financial oversight that plan management provides.
Across Australia, plan management continues to play a central role in how participants manage and maximise their NDIS funding.
Why Choose a Plan Manager Like Plan Hero?
Plan Hero doesn’t just pay the bills, we know the NDIS.
If you want a plan manager that has your back, gets to know you, and becomes a part of your team, then our team is for you. Our first response is never no, we work with you to understand how you can get the most out of your funding.
There is no cost to you (the NDIS funds the cost of plan management in a specific section of your plan), so get in touch with our friendly team today to find out how we can support you.
How Do I Join Plan Hero?
Call our team on 1300 599 770 or click here to complete our registration form yourself.
Once you’ve completed our registration we will reach out to you within 24 to 48 hours to let you know what the next steps are, but keep an eye on your emails.
Want to know more? To find out more about us click here.
Find out more about Plan Management
What is NDIS plan management?
How to change NDIS plan managers
Understanding the NDIA guide to plan management
