NDIS Planning Meeting Prep Checklist
A plain-English NDIS planning meeting checklist: what to bring, goals to prepare, evidence, questions to ask, and steps to take after the meeting.
What this checklist is for
The prep checklist (copy and use)
Worked example: a well-prepared goal
Common mistakes and edge cases
What the reforms mean for your meeting
If you need help or support
Frequently asked questions
How long does an NDIS planning meeting usually take?
It varies by person and situation, and there is no fixed length set in stone. Meetings often run around an hour, but complex situations can take longer. Ask the NDIA or your Local Area Coordinator when you book so you can plan your day and your energy.
Can I bring someone with me to the meeting?
Yes. You can bring a support person, a family member, a friend, an advocate, or your support coordinator. You can also ask for the meeting to be held in a format that suits you, such as phone or video, and in your preferred language.
What if I forget to mention something important?
Write down what you remember and contact your planner or Local Area Coordinator as soon as possible. When your plan arrives, check it carefully. If something is missing or wrong, you can raise it and, if needed, ask about your review options.
Do I need medical reports to get supports approved?
Current, relevant evidence from your treating professionals helps the planner understand how your disability affects your daily life. It is not a guarantee of any outcome, but clear, up-to-date reports make your needs easier to understand and act on.
Will the NDIS reforms change what I can ask for?
Some changes have commenced and some are still proposed, and dates have shifted before. Critical daily-living and personal-care supports are not part of the participation reset. Ask your planner what applies to you now and what is still proposed, and confirm current dates with the NDIA.