The following tools will help you prepare for your planning meeting.

They ask important questions about your strengths, supports, needs and hopes. Pick one or more of these to complete and take to your planning meeting.

Gifts of the Head, Heart and Body (WAiS)
Use this worksheet to help you identify your strengths.

Conversations with my Planner (WAiS)
Use this visual guide to explore your needs, interests, communication and other important things about you.

Thinking About A Good Life (My Choice Matters)
Use this workbook to explore your needs and dreams, the sort of life that interests you and the things you could do to get the life you want.

Walking Alongside Me - Making Your Plan (DDWA & Richmond Wellbeing)
Use this planning booklet to explore who you are, where you're from and where you're going.

My Dreamin' Circles (NSW Government)
Use this visual guide to explore your life and your future.

Who Is Important To Me (WAiS)
Use this one-page tool to write down who the important people in your life are.

Yarning With My Planner About a Good Life for Me (WAiS)
Use this one-page tool to spark conversations with your planner.

This Is Me (WAiS)
Use this one-page tool to explore your strengths, goals and dreams for the future.

Shannon's Story (WAiS)
Use this planning activity book to help prepare you for the NDIS

Reimagine My Life Workbook (Reimagine)
Use this workbook to explore who you are and what your life is like now, and how you would like to change it in the future.

What do I take to my NDIS planning meeting? (Summer Foundation)
This tool is a 5 page tick box checklist which guides you on how to prepare for your planning meeting.

If you are eligible for the NDIS, a staff member from the NDIA will contact you to make a time for a planning meeting. This person is known as a planner.

It is important to pre-plan for your planning meeting. This is so you can:

  • Identify what is important to you
  • Feel confident in the meeting that you have thought of everything
  • Have something to give the planner/refer to during the meeting to help you remember
  • Capture all the areas where you need support
  • Increase your chances of getting the plan you need

How to pre-plan:

  • Select a tool that you would like to complete.
  • Ask for help to get your answers. People you can ask are family, carers or support staff. They can help to write down, record, take pictures or draw your answers
  • Take these answers to your planning meeting
  • Invite those that you want to come along to your planning meeting

About your planning meeting

At the planning meeting, the planner will ask you about your life. They want to understand your goals and needs. This helps them to make a plan which matches your needs and goals.

You can read more about how to prepare and what to bring to your planning meeting here.

This is YOUR planning meeting. It is important to remember that you can invite other people to come along. These people can be there for support, or to help you to explain your needs and ask questions.

A good planning meeting will:                                   

  • Have people you have invited there with you, to help and support
  • These support people could be family, friends, your guardian, service provider staff

It is important to share as much as can you about yourself and your life with the NDIA planner. This will give you a better chance of getting the supports you need.

If you don't have family, friends or a service provider to come to the meeting, there are other people you can ask. These people are advocates. Their job is to listen to you, speak up and stand up for you.

If you need help, you can ask a family member, friend, carer or advocate. You can find an advocate in your area by clicking here.

Roles and responsibilities

Once you're finished here, learn more about how your support network can help you

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