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How to prepare for your NDIS planning meeting

Before you can access your NDIS funding, you’ll need to create an NDIS support plan and work with a Local Area Coordinator (LAC) to put your plan into action. Your NDIS planning meeting is one of the most crucial steps in your NDIS pathway, so we’ve put together a few tips to help you make the most of it.

Any NDIS participant will be familiar with the process of creating and implementing a support plan. For many, this process could be stressful, confronting, exciting and empowering. During the meeting, you should expect the Local Area Coordinator to ask you about your support goals, the services you currently receive and how you’d like to manage your funds.

One of Mable’s Community Engagement Managers, Jodie, has assisted many NDIS participants in her local area to receive the funding they require. After many years’ experience working with the NDIS, Jodie has seen many clients attend their NDIS planning meeting and has provided a few useful tips:

What is a planning meeting and why do I need to have one?

A planning meeting is how your Local Area Coordinator gathers information for the National Disability Insurance Agency (NDIA) Planner to create your unique NDIS plan. Once your plan is approved by the NDIA Planner, you’ll meet with your Local Area Coordinator again to begin implementing the support you require.

What happens in the planning meeting?

You can expect a lot of questions and should be prepared to discuss your support goals and aspirations, your current support services, which providers you have worked with and much more. The Coordinator has to ask you questions according to the NDIA’s Support Needs Assessment Tool, so you might hear some questions that don’t directly apply to your situation. Most planning meetings take an hour or two. If you’d like to find more about starting your NDIS plan and organising a planning meeting, visit the NDIS’s site.

What does a Local Area Coordinator do?

Your Local Area Coordinator will link you to the NDIS, information and support options in your local community and will work within your community to ensure you have adequate access and inclusion facilities. They can also assist with advice about reviews if your plan is not correct or something is missing.

What should I bring into my planning meeting?

Everyone prepares for meetings differently, but it might be helpful to create a document that outlines the following topics so you’re ready to discuss them:

  • Details about your disability and how it affects daily processes and activities
  • The support you need and want from your NDIS plan
  • Details about current supports, including providers you’ve connected with and whether you’d like to connect with new service providers
  • An explanation of your long-term and short-term support goals
  • Hard copy evidence of your current supports and evidence that supports the nature of your requests

Can I bring people into my meeting?

It’s a great idea to take someone you know and trust with you. The meeting can be quite long and in-depth so an extra person can help you remember all your details and discussion points. If you require someone to contribute evidence of your specific support needs, you can bring them along too.

Lastly, be confident and share your experiences of your disability and previous support with your Coordinator! Your NDIS planning meeting is a stepping stone that makes up your unique NDIS pathway.

Your NDIS plan is just as important as the support services you choose. Mable offers flexible, affordable support that can work with your NDIS plan whether it is self-managed, plan-managed or agency-managed. Discover how to get started with Mable.

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