The day the National Disability Insurance Agency (NDIA) decides you’re eligible for the National Disability Insurance Scheme (NDIS), you become an NDIS participant. You will receive a letter to let you know that you’re eligible, whether you met the disability requirements/early intervention requirements, and the next steps.
If you’re an adult or a carer supporting an adult who’s been approved as eligible for the NDIS, the next step is to have an NDIS plan arranged. The NDIA will contact you within 21 days of you receiving the letter to organise your first NDIS planning meeting.
This includes information about you and your goals, what supports you need, and funding that the NDIS will give you to pay for these supports and services. Your plan will be reviewed, and once NDIS plan approval is given by the NDIA, you can start working towards the goals agreed upon in your NDIS plan.
How do I make an NDIS plan?
To make your NDIS plan, you’ll be contacted by the person who is your Local Area Coordinator (LAC) or a NDIA Planner. This person will arrange a date and time that suits you for a planning meeting, and whether you want to meet in person or talk on the phone.
What should be included in my NDIS plan?
The following information needs to be included in your NDIS plan, and will be discussed at your planning meeting:
- Your name
- Your date of birth
- Your NDIS participant number (you can find this in your access letter)
- Your disability – what your disability is and how this affects your daily life
- Where you live
- Who you live with
- Your day-to-day life – what activities you do, if you have a job, if you use any aids
- Your community – family, friends, support workers, people you work with
- Your current supports – your doctor, school/uni, transport you use and how often
- What you enjoy about life right now
- What you want to change
- If you want to try something new
- Your short-term goals – e.g. learning how to use public transport by yourself
- Your long-term goals – e.g. moving out of home or getting a job
- Managing your NDIS funding – self-managed, plan-managed, NDIA-managed/Agency-managed.
There’s a helpful and easy to read NDIS planning meeting booklet you can use, to record these details you will need for your planning meeting. The NDIS ‘Planning’ booklet has pages you can write on or type in your answers to the dot points above.
What happens in a planning meeting?
In a planning meeting, you will discuss and decide on goals with your LAC or NDIA Planner about what you want to continue doing, and may want to do in the future. This person will also help you choose the best way to manage your NDIS funds for your needs and circumstances. At the end of your planning meeting you will be told what the next steps are, and the NDIS plan approval timeframe.
How do I prepare for my planning meeting?
To get ready for your planning meeting, it’s helpful to know what to bring and what your LAC or NDIA Planner will talk about. This person will want to get to know you and your goals, and the support you need to reach these goals. You will also need to bring proof of your identity, like a driver’s licence or passport, as well as your myGov details. The information from this planning meeting will then be used to make your NDIS plan.
You will also discuss what style of plan management you prefer. To know more, explore this article about the different ways you can manage your NDIS plan.
Find out more about how to prepare for your first meeting with the NDIS.
How do I know if my NDIS plan has been approved?
After your planning meeting, your NDIS plan will be submitted, and the NDIA will decide whether or not to give you the NDIS plan approval. If your NDIS plan is approved, you will receive your NDIS approval letter in person or in the mail or through myplace, a secure website portal you can use to see and manage your NDIS plan.
What if I’m not happy with my NDIS plan?
If you’re not happy with your NDIS plan, or don’t agree with the goals approved in your NDIS plan, you can contact your LAC or NDIA Planner. This person will explain how to ask for a review, and help you find an advocate if you want one. You will need to ask for a review within three months of receiving your plan. If you don’t agree with the NDIA’s review, you can ask the Administrative Appeals Tribunal (AAT) to review the decision.
How do I manage my NDIS plan?
There are three different ways to manage your NDIS plan:
You can choose to self-manage your plan by selecting and paying service providers directly with your NDIS funding.
You can choose to have a Plan Manager who pays the service providers that you select and use, and helps you to keep track of your NDIS funding.
You can choose to have the NDIA (Agency) manage your plan. The NDIA will work directly with your chosen NDIS registered provider to seek out disability support for you, as well as maintaining all your NDIS funds.
Find out more details about what is plan management and how can it work with your NDIS plan?
When you get your NDIS plan approval, and you’re involved in managing your NDIS plan, you aren’t limited to receiving support only through NDIS-registered providers. You can book Independent Support Workers through Mable by using your NDIS funding.
If you’re ready to get more from your plan, consider using your NDIS funding to connect with supports and see how easy it can be to build a support team tailored for you.