Be Prepared

Being prepared for your NDIS Planning Meeting

Once you are part of the NDIS you will be referred to as a ‘participant’.

One of the first things that will happen is that you will be contacted by the NDIS who will arrange to have a planning meeting with you.
At this planning meeting, they will work with you to develop your individualised ‘plan’ which will contain funding that will help you to live an ordinary life and to achieve your individual goals, such as learning a new skill, increasing independence, enrolling in education, or getting a job.

You will be in control of your budget – and you will decide who provides their support, how, where and when.

The NDIS will provide funding to access services needed directly because of a person’s disability. Those supports won’t include things we would reasonably expect a family member or carer to provide or services that are the responsibility of another part of government. NDIS funded services need to also demonstrate they are good value for money in meeting the participant’s goals.

Things you will need to have available for your planning meeting

You need to have at least ONE of the following documents available at your first planning meeting:

• Birth Certificate
• Current Passport
• Drivers Licence
• 18+Card
• Adoption Papers
• Centrelink CRN (Customer Reference Number)

You will also need to provide evidence (report) of your disability and demonstrate how this impacts your life. This can be in the form of:
• Doctors Report
• Specialists Report
• Allied Health eg OT, Psychologist, Nurse or Centrelink CRN

It is recommended that the above list is no more than 6-12 months old
And don’t forget to let us know when the NDIS has been in touch to organise this meeting.

Remember to start using your diary for 2-4 weeks

A really handy way to start thinking about what you might need for your planning meeting is to use the journal we have provided you with, for between two to four weeks.

Simply write down your daily activities during this time – even on days when you don’t feel like doing it – as everything will help when it comes time to think about what support you might need in the future to assist with achieving your goals or help more on days that are hard for you. The NDIS will assess you on what is REASONABLE and NECESSARY which is why it is so important to write everything down for at least a few weeks.



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