5 key tips to make the most of your NDIS planning meeting

Too often we hear how daunting plan meetings can be, but with the proper preparation, they don't have to be. Coming prepared to an NDIS plan meeting will significantly increase the chances of receiving the funding you need and the outcomes you desire. It is particularly crucial to be able to communicate your needs and advocate your goals effectively. Below are five key tips from our experienced disability services team to increase your chances of a successful outcome.

Clearly define your goals.

Goals describe what you want to achieve from the NDIS, and other supports and services. These goals will essentially shape your entire NDIS plan, so it's vital to be clear about what's important to you. If you desire a specific support, it must be related to a goal. For instance, supports such as home care and cleaning services can tie in with the goal of becoming more independent.  

Other examples of goals can include:

  • Obtaining a job
  • Maintaining or improving your health.
  • Learning new skills 
  • Social and community engagement 

Understand what you're entitled to.

A lack of awareness or a poor understanding of supports/services often leads to unsatisfactory outcomes. Every person is different and requires different services/supports to achieve their goals. Taking some time to read up on your entitlements is an excellent place to start; however, it can quickly get confusing. Receiving assistance from those in the know, such as AlliedHealth, will give you that edge to receive all the help you deserve from the NDIS. 

Bring a friendly face.

You are more than welcome to bring a support person such as a family member, a close friend or an advocate during your meeting. This way, you'll have someone in your corner, pushing for your needs and goals and supporting your NDIS journey. AlliedHealth offers specialised guidance in preparing for your meetings and can advocate on your behalf, during and after your NDIA meeting to ensure you receive a plan that meets your goals and expectations.

Have your documents handy.


To achieve the best outcomes, the NDIS must be fully aware of the impact of your disability and your current personal circumstances. Documentation can support these matters, such as:

  • Letters from your doctor, specialist or health care professional.
  • Information from your school or workplace connected to your needs.
  • Assessments, i.e. home modification assessments and care needs assessments.  

Decide on how you want to manage your NDIS funding.

During your plan meeting, you'll have a choice of choosing either;

  • NDIS managed.
  • Plan managed.
  • Self-managed.
  • Or a combination.

Each option provides certain advantages regarding what providers you have access to and what you need to do to manage the admin work and finances. For a detailed overview of the options available, check out our blog here. 

AlliedHealth Cleaning services is a registered NDIS service provider. We can help you achieve your goals and facilitate your support services. To speak to our lovely and experienced staff give us a call on 1300 70 22 16 or inquire through our website.