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Pre-planning tips for your NDIS planning meeting

9th September 2019

These are general tips, which will vary for each individual situation, so always check directly with the NDIS or your LAC, as processes change rapidly. The MS Society’s NDIS Pre-Planning Toolkit contains helpful information about the NDIS and a handy pre-planning checklist. Pick up your copy at our Hillcrest office or contact MS Assist to request a copy.

1. Keep a log or journal of your disability related needs over a week

Take the time to write down everything you do and the necessities you spend money on, which are vital for you to be able to live an ordinary life with your disability. These must be things you would not do or spend money on if you did not have a disability.

Give a copy of this to your NDIS planner or LAC at your planning meeting, as evidence of the everyday supports you need to live an ordinary life.

2. Hold on to copies of recent reports or assessments from allied health professionals

Take any reports or assessments from your GP, specialist or other health professionals, along to your planning meeting. This information can be used as further evidence to support your case.

But don’t worry if you don’t have any—you do not need to pay for extra reports before your planning meeting.

3. Nominees generally don’t need guardianship or administration orders

If an NDIS participant chooses someone to be their nominee, guardianship and administration orders usually are not necessary.

The NDIS recognises natural relationships between people with disability and their family members, carers and others—with rare exceptions.

4. Think about goals that expand your world

Perhaps you’d like to try a new sport, or join a club or group. You might even be thinking about getting a job, starting your own business, or moving out of home.

Come up with two goals for the next year, and one or two long-term goals to include in your plan. This will allow you and your planner to prepare for any future needs you may have that will require funding and resources.

5. Decide how you will manage your NDIS funding

There are three ways you can manage the money in your NDIS plan, and it is important you decide which will work best for you before your planning meeting as this will be included in your plan.

  • Agency Managed – less hassle but less choice
  • Self-Managed – more hassle but more choice
  • Plan Managed – less hassle and more choice.
  • Plan Management cannot be denied to any participant/nominee who asks for it. If you choose this management option, you will be provided additional funds to support this, on top of your regular plan funds.

    For more information about these NDIS funding management options see our helpful hints on page 7, or contact our NDIS team via MS Assist.

    6. Decide whether you want someone close to you to help manage your NDIS plan

    Will you need help managing your NDIS funding now and/or in the future? Is there someone close to you that can help you? Perhaps, a parent, sibling or unpaid carer who you trust?

    Make sure you ask this person if they are happy to be your nominee, before your planning meeting.

    7. Decide how you’d like to conduct your planning meeting

    Your planning meeting can be done over the phone, at the NDIS/LAC offices, out in the community, or in your own home.

    Let your planner know which option works best for you, and arrangements can be made to suit your needs.

    8. Join a peer support group, or online community

    We understand that sometimes it can be helpful to talk to others who are going through the same experiences as you.

    There are a lot of great Facebook groups you can join to find out more about the NDIS and communicate with others who are also going through the same changes and experiences. If you would prefer to meet with people face-to-face there are also many groups meeting across the state.

    The MS Society’s MS Peer Support program coordinates support groups all over SA and Darwin, as well as Facebook support groups for people with MS and their families/carers. For more information or to join our online support groups contact MS Assist.

    9. Be prepared to answer questions about your needs

    At the start of your planning meeting (or sometimes before, over the phone) your NDIS planner will ask you a bunch of questions designed to determine your levels of disability related needs.

    Make sure you are prepared to concentrate and answer these questions thoughtfully. These questions are a big part of what decides your funding levels.

    10. Write up two weekly calendars

    Prepare a calendar of your current activities and how your life looks now, followed by a calendar of how you would like your life to look if you had the funding you need.

    Give a copy of each to your planner.


    Source: Sam Paior, The Growing Space

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    Pre-planning tips for your NDIS planning meeting