Starting your NDIS journey can feel overwhelming, especially when it comes to preparing for your first planning meeting. This is a key moment where you can shape the future of your supports, so being ready makes a big difference. At APTOS, we understand how important it is to feel informed and confident. Here’s a practical guide to help you prepare, including what to bring, what to ask, and how to make the most of your meeting.
What Is an NDIS Planning Meeting?
An NDIS planning meeting is where you meet with a Local Area Coordinator (LAC) or NDIA planner to discuss your goals, needs, and the types of support that may be funded in your plan. This meeting is crucial because the information you provide will shape the funding and services you receive.
You can have this meeting in person, over the phone, or via video call. You can also bring a support person with you, such as a family member, carer, or support coordinator.
Why Preparation Matters
Being prepared can help ensure your NDIS plan accurately reflects your needs and goals. It allows you to:
- Clearly communicate your daily challenges
- Highlight your support needs and preferences
- Explain your goals for the future
- Advocate for specific services or therapies
At APTOS, our support coordination team helps participants prepare thoroughly for these meetings to maximise their outcomes.
Key Documents to Bring
Gathering the right documents is an essential step. Here’s what to have on hand:
Personal Information
- Your NDIS Access Decision letter (if available)
- A copy of any existing support plans (e.g. aged care, disability, or mental health plans)
- Identification (such as a driver’s licence or Medicare card)
Health and Disability Documentation
- Reports from allied health professionals (occupational therapists, speech pathologists, psychologists)
- Medical or specialist reports that outline your condition and its impact on daily life
- Functional assessments or behaviour support plans
Daily Life and Support Details
- A list of current informal and formal supports (e.g. family help, paid carers, therapies)
- Information on assistive technology or equipment you use
- Notes about challenges with mobility, communication, self-care, or accessing the community
Goal Planning Materials
- A written list of short-term and long-term goals
- Examples of activities or life changes you want to work towards (e.g. learning new skills, accessing work or study, building social connections)
Questions to Ask During the Meeting
Asking the right questions can help you understand your options and get the most out of your NDIS plan. Consider asking:
- How will my plan be managed (NDIA-managed, plan-managed, or self-managed)?
- What supports am I eligible for?
- How do I use my funding?
- What happens if my needs change during the plan period?
- Can I review or change my plan if I need to?
- What do I do if I don’t agree with my plan?
- What community or mainstream supports are available?
These questions can help clarify how the NDIS works and what you can expect from your funding.
Tips for Setting Effective Goals
Your goals are the foundation of your NDIS plan. Here are some tips for writing goals that reflect your needs:
- Be specific: Instead of saying “I want to be more independent,” say “I want to cook meals with minimal support.”
- Think short and long term: Include goals you want to achieve within 12 months and over the next few years.
- Link goals to support needs: For example, if your goal is community access, you might need transport funding or support workers.
- Focus on what matters to you: Whether it’s education, employment, social activities, or personal care, your goals should reflect your values.
If you’re unsure where to start, APTOS support coordinators can help you develop realistic, achievable goals that align with your everyday life.
What Happens After the Meeting?
Once your planning meeting is complete, your LAC or planner will use the information provided to develop your NDIS plan. This typically takes a few weeks. When your plan is ready, you’ll receive a copy and can begin using your funded supports.
If you receive a draft or have questions about your final plan, you can request a review or clarification. APTOS can also help interpret your plan and connect you with the right providers.
How APTOS Can Support You
At APTOS, we take a compassionate, goal-oriented approach to NDIS support coordination. We work with you before, during, and after your planning meeting to ensure your needs and aspirations are heard and translated into effective support.
Here’s how we can help:
- Preparing documentation and assessments
- Writing clear, person-centred goals
- Attending meetings with you if desired
- Explaining your plan and funding
- Coordinating services that meet your needs
Final Thoughts
Your first NDIS planning meeting is a big step—but you don’t have to take it alone. With the right preparation and support, you can walk in feeling confident and walk out with a plan that supports your journey.
Need help preparing for your NDIS planning meeting? APTOS is here to guide you every step of the way. Reach out today.
