Make sure you and your family are prepared

Getting ready for your planning meeting with NDIA can be daunting. We can help you and your family prepare. 

View our video to help you prepare or follow the steps below.

Learn the basics of NDIS

We can help you learn more about NDIS and how it may change your current situation. Visit our NDIS pages to find out more around what it is, when it is rolling out and whether you or your family will be eligible.

We have developed a handy checklist to help you get started. You can download a copy of the checklist here.

Gather yours or your child’s most recent reports and assessments

  • Evidence of yours or your child’s disability or developmental delay (eg. letter from your doctor)
  • Assessments
  • Reports
  • Disability Support Register Application (if applicable)

Consider who you or your child currently get support from, how they help and what may be the challenges to this kind of support.

  • People - Family, Friends, Carers    
  • Groups - Childcare,Kinder, School, Exercise, Volunteer
  • Services - Doctor, Medical, Hospital, Specialists, Council, Respite, Therapists, Day programs 

How do you manage everyday activities?

Consider current abilities, equipment or people who may help you or your child to complete these activities.

  • Daily living activities - Mealtimes, Getting dressed, Bathing Toileting
  • Home - Cleaning, Shopping, Cooking, Managing money (if applicable), Making appointments (if applicable)
  • Health & Wellbeing
  • Medical- Medication management, Mental health, Therapy
  • Social & community participation - Making friends, Hanging/going out with friends, Activities and groups
  • Relationships - How you/your child understand others, How others understand you/your child, Making decisions
  • Childcare/Schooling/Study/Work 

Choice & control

Is there anything else you would like to participate in?
Is there anything else that would increase choice and control in yours or your child’s life?


What are yours or your child’s goals over the next 12 months? Think about the everyday activities above and what you would like to achieve with these. This will help your planner to get a good idea about how the NDIS can best support yours or your child’s needs.

Get organised

You probably already have lots of documents and plans - these may be helpful for you when you meet with NDIA to make a plan. Try to include all those documents you may have used in the past: 

  • Behaviour Support Plans
  • Client Support Plans
  • Person Centred Plans
  • Health Support Plans
  • Assessments and letters from doctors and other health professionals
  • Information from your school, university or workplace
  • Day program rosters or activity schedules
  • Other information from family members or your current service providers

Talk to our team about how we can help you. Phone 1300 946 337 or enquire online.

Need an interpreter?

If you require an interpreter, we can arrange for one to be provided.

Attend our NDIS info session

NDIS Information Sessions - Planning & Beyond....

Join our NDIS information session for the most up to date news on NDIS, preparation for your plan, the low down on the planning process and what happens next.

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Support Coordination

Helping people with disability, mental health issues, age or illness and injury to build resilience and independence.