​If your plan is approved, you will receive a call or letter to set up a meeting to talk about your goals for care and support, with an NDIA representative (Local Area Coordinator or Planner). This is known as a planning meeting.

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Arranging the planning meeting

The planning meeting may take place while you are still in hospital. If you have left hospital, you can set up a time and place that’s convenient for you. If you receive a call from an NDIA representative, you may like to ask if that particular conversation is the planning meeting. If you are offered to participate in a planning meeting to take place over the phone, you have the right to ask for a face to face planning meeting.

You may also choose who you would like in the planning meeting with you. You are able to request friends, family, carers and health professionals attend with you. Health professionals might include your occupational therapist, physiotherapist, social worker or rehabilitation specialist. It is also possible to request an interpreter attend if you need one.

Preparing for my planning meeting

At the planning meeting, you will have the opportunity to talk about your daily life and what supports you require. It’s important to gather a lot of information before the NDIS planning meeting so you end up with a plan to meet your needs.

It is important to ask your treating team as many questions as you need, in order to understand as much as you can about your specific needs because:
  • every brain injury and every spinal cord injury is different
  • every journey is different
  • a brain injury or spinal cord injury can affect many aspects of life.

See Pre-planning for spinal cord injury.

Information required to prepare:

  • reports from your treating team about your function and support needs
  • existing individual/family service plans
  • assistive technology assessments and quotes (if applicable and available)
  • home modification assessments and quotes (if applicable and available)
  • your Participant Statement – about you, your goals and your supports

See 10 things to do before you go to the meeting.

What happens at the meeting?

The NDIA representative will gather all the information they need to make an assessment of your needs for the next 6-12 months. They will then take this information to an NDIA planner, who is responsible for creating the NDIS Plan.

A planning meeting could include:

  • an NDIS representative starting the conversation and asking a few questions. These questions will focus on your personal details, community and mainstream supports that you receive, your safety at home and in the community, your goals and starting your plan.
  • talking about how the NDIS funds supports. The supports will relate to your day to day living as well as your goals to live an ordinary life.
  • how you want to manage your NDIS funding.

You can ask the NDIA planner:

  • to repeat what was discussed
  • how long before you hear back from the NDIS regarding your plan and funding
  • for the NDIA representative’s contact details so you can send them any extra information to support your plan.

From our experience, the planning meeting may take between two and three hours. Please note that for some participants and carers, this may be a difficult time. If you would like to discuss any aspects of the planning meeting with someone, you can ask to speak with a member of your treating team, or any other services listed on Support for carers.

Page Updated: Wednesday 8 May 2019
Contact page owner: Government Relations