What is an NDIS Planning Meeting?
The top 7 things to know about your planning meeting:
- What is a planning meeting?
- Who runs the planning meeting?
- Where is the meeting held?
- How long is the meeting?
- What if I can’t attend the meeting?
- What questions will be asked at the meeting?
- How do I prepare for my meeting?
What is a planning meeting?
A planning meeting is a conversation held between the participant (and/or their representative/nominee), and an NDIA representative (Local Area Coordination or Planner) about their current supports, goals and needs.
Here is what you need to know about arranging the meeting:
Who runs the meeting?
One of the following people will be there to run and manage your meeting:
- An Early Childhood Early Intervention Coordinator (ECEI Coordinators) – someone who supports children with disability and their families.
- A Local Area Coordinator (LAC) – someone who helps people with disability find and use services and supports.
- An NDIA Planner – someone who makes AND approves new plans
It’s a great idea to bring someone with you to the meeting such as a family member, friend, carer, advocate - you want to make sure you are comfortable and have the right people there to support you.
Where is the meeting held?
Over the phone or in-person - the ECEI, LAC or Planner will advise this when the appointment is made. If you prefer to have a face to face or phone meeting and the planner is organising something that doesn’t suit you - speak up! Let me know what is best for you.
Record and save the details of your meeting and person you will be meeting with - including the LAC/Planner/ECEI’s name, email and phone number if you need to get in contact.
How long is the meeting?
The planning meeting will take between 1 and 2 hours.
What if I can’t attend the meeting?
If you are not in a position or unavailable to complete your planning conversation over the phone or in-person, contact your ECEI, LAC or Planner and the NDIS will make alternative planning arrangements.
What questions will be asked?
During your NDIS planning meeting you will be asked questions about your:
- Personal details: Name, age, address, primary disability, living arrangements, hobbies. This forms the About YOU section of your plan
- Formal & Informal supports: Activities and help you get from family, friends, your community, carers etc.
- Day-to-day activities: How you manage your everyday activities and what is needed to complete your day-to-day activities including supports, services, technology, equipment, accommodation, products etc.
- Level of independence & safety: Activities or tasks which you need help to do independently and/or safely. This can include anything you do a daily, weekly, monthly, yearly or ad hoc basis.
- NDIS Plan management: Will your plan be plan-managed, self-managed, or agency managed. Plan Management is highly recommended as an option to ease the stress around your plan funding. This is where Plan Hero comes in! You have flexibility to use registered and unregistered providers, we arrange all your bill payments, tracking and bookkeeping hassles.
- Goals: What goals you wish to achieve in the next 0-12 months
- Support needed: How the NDIS can support you to overcome the impact of your disability and achieve these goals - such as the services, supports, equipment, technology etc.
Tip: WRITE DOWN the questions you want to ask! The planning meeting can be overwhelming, and you might forget what you want to ask, so have it handy and written down.
What do I need to bring to my Plan meeting?
- Someone to support you
- Any questions you want to ask
- Your NDIS participant booklet
- Any letters from the NDIA
- Your reports/assessments
- Your bank account details (if you are considering self-managing all or a portion of your NDIS funding)
- Your myGov login and password details (if you need help with this, talk to your ECEI Coordinator, LAC or NDIA planner).
The planning process is going to change towards the end of this year according to the NDIS - the MyCareSpace team have put together a resource to explain the main changes - NDIS Planning meetings - How they will change in 2021?