Once you’ve gone through the workbook, the next step is to meet with an NDIS planner. In some states they will be called a local area co-coordinator. They will get in touch to work out with you the best way to meet, where to meet, and who you would like to be at the meeting. It’s a good idea to bring a friend, family member, carer or support worker along with you to any NDIS meeting.

There is no standard time or schedule for the planning process. You may need only one meeting or more, depending on your situation. Remember, the NDIS is about giving you choice and control.


The first meeting will lay the foundations for your plan – you can take stock of your current situation, what your goals are, and how you may reach them. The planner will work with you to fully develop your plan including supports, funding and timelines.

You then decide what works best for you in managing your plan. You can you manage it yourself, get assistance from another person or use the NDIS Agency (NDIA). Whatever gives you more choice and greater flexibility and ease. It’s about meeting your unique needs. So you decide how you want to put your plan into action.

Self management

One way to control your plan is known as self-management. Once your plan has been agreed you take full charge of some or all of the arrangements that have been included as your reasonable and necessary supports.

Some people with disability in Australia already self-manage their support plans. They like the flexibility, choice and control that comes with being directly responsible for being directly in charge of their own lives. The NDIA will help and advise you if you decide to self-manage. There are also peers support groups and non-government organisations that can support and advise you.

It’s important to recognise that self-management is not everyone’s ‘cup of tea’. Although there is relatively little ‘Red Tape’ to worry about you will have responsibilities to administer your plan and its support arrangements. It need not be too onerous but there is work to do and self-management will take up some of your time.

Give self-management some thought. Speak with other people with disability who have tried self-management or ask an NDIS planner to tell you more about it.

Reviewing your plan

Your NDIS plan is not a one-off event. You set your own review timetable so if your circumstances change, you can adjust your plan. Remember – the NDIS is about a lifelong commitment to meeting your needs now and in the future.


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Caroline and Siobhan Daley
It was a very respectful process that took into account that Siobhan was old enough to be able to make decisions herself but at the same time needed a bit of guidance and a bit of influence occasionally from me I guess.

And went from there, so that was our first meeting and that just went through the access checker talking through the big idea of goals and objectives and those sorts of things, which Siobhan had some ideas to start off with and then the next meeting sort of tied those down a little bit more.

And then the third meeting I had with just with the planner that was the real nitty gritty, how many hours do you need to help make this sort of work.

When it came to planning I had three very clear goals, boccia, hanging with friends and being without my mum. These were all building blocks for my plan.

Having goals helped us build the best plan to suit what I wanted.

Anita-Rose Deeley and Lily Field
Make sure you help your planner understand your situation because everybody’s different.

If you go in thinking that there going to know what you’re going through, they’re not.

So you need to explain what you would like the outcome to be and what you are going through so they can help support you and help you access everything.

Jane Paardekooper and Molly van Beek
I actually found Molly’s planner to be very, very helpful in the initial stages of coming onto NDIS because when you’re at home with a child with a disability you are very much just in the day to day and you get very used to your situation although sometimes, can be, it is challenging.

And she was able to remind us of things outside the square, which of course could be very beneficial and sometimes your eyes are closed to seeing those things.

Leigh Creighton
I talked about becoming fit and healthy. I talked about being Mr Independent. I talk about travelling to places I have never been before.

I talked about not just being independent at home but being independent in the public and doing things you don’t normally do.

Which for me, I want to do what I am doing right now and keep having more dreams and more goals.

Janelle Carey and Willow Neely
I thought it was very easy. She asked a few questions what I wanted for Willow and we thought she needed things like that.

And of course as you know it was mainly about the speech, getting ready for school, wanted her to be ready, caught up and as best as she could be for school and we had that all in mind.

Stephen Hallinan
The main thing is to know what you want and negotiate that with them.

You won’t necessarily get what you want, you’ve got to be prepared to negotiate and I think if we all go into it with good will.

My experience is that so far, that yeah we’ll find a way.

Related FAQs

When is it coming to us? When can we apply for NDIS support? Down the track, how often can I change the plan as our situation changes? How long will it take to start my individual support plan? How specific can I be when I sit down with a planner? Is one meeting all I get? Is there any limit to the funding available for my plan? Will the funding be flexible? Can I change the plan if our situation changes?