Am I Ready for My NDIS Planning Meeting? Here Is What You Need to Know. First and foremost, if your first NDIS planning meeting is coming up soon, then this question is completely normal. If you are currently preparing for this crucial NDIS planning meeting, then you might feel a mix of excitement and nerves. Because this NDIS planning meeting is the start of your journey, it is undoubtedly normal to feel overwhelmed. However, to ensure the best outcome, you must view your NDIS planning meeting as a vital opportunity. Essentially, the NDIS planning meeting is the moment you tell your story. Consequently, this NDIS planning meeting allows you to design the life you want.
At Permalink Support Services, we believe that preparation for every NDIS planning meeting is power. Therefore, the better you prepare for your NDIS planning meeting, the more likely you are to succeed. To help you get ready for your NDIS planning meeting, we have broken down the process below.
Setting Goals for Your NDIS Planning Meeting
To begin with, the NDIS planning meeting focuses heavily on goals. Specifically, during the NDIS planning meeting, you will discuss what you want to achieve.
In other words, the funding discussed in your NDIS planning meeting is provided in order to help you reach these goals. Therefore, prior to your NDIS planning meeting, take time to dream.
For further reading, check out our guide on NDIS Goal Setting in 2025: How to Achieve More Every Day.
Generally, for an effective NDIS planning meeting, goals are split into two categories:
- First, Short-term goals: What do you want to discuss in your NDIS planning meeting for the next 12 months? For example, a statement like “I want to learn to cook” is a great goal for an NDIS planning meeting.
- Second, Medium to long-term goals: What should your NDIS planning meeting cover for the next 2–5 years? For instance, saying “I want to move out” is a common topic for an NDIS planning meeting.
Permalink Tip: Above all, be specific during your NDIS planning meeting. Instead of vague ideas, make sure your NDIS planning meeting focuses on clear targets. Ultimately, a clear goal in your NDIS planning meeting makes it easier for the planner.
What to Bring to Your NDIS Planning Meeting
Moving on, bringing the right evidence to your NDIS planning meeting will undoubtedly make the process smoother. If you find paperwork stressful, we recommend reading The NDIS Document Organisation Hack You Actually Need Right Now before your NDIS planning meeting.
Here is a checklist for your NDIS planning meeting:
- Identification: Start with bringing proof of ID to the NDIS planning meeting, such as a driver’s license, as well as bank details.
- Medical Evidence: In addition, your NDIS planning meeting requires reports from GPs or therapists.
- A “Bad Day” Diary: Most importantly, bring a diary to the NDIS planning meeting. Although it is hard, the NDIS planning meeting needs to understand your worst days. Therefore, share this strictly during the NDIS planning meeting.
Key Questions
Finally, it is easy to forget questions during the actual NDIS planning meeting. For this reason, write these down before the NDIS planning meeting to ensure you get the right setup:
- “How can my plan be managed?”
During the NDIS planning meeting, ask about being Self-Managed or Plan-Managed. To understand this better, read our post on NDIS Plan Management: Unlocking Its Full Potential. Consequently, the NDIS planning meeting is the time to choose freedom.
- “Can I get funding for Support Coordination?”
If the system feels hard, then ask this in your NDIS planning meeting. Basically, a Support Coordinator can be requested during the NDIS planning meeting. For more help, see our article: Support Coordinator: How to find the Right One in 2025.
- “How does this funding help my goal?”
Whenever the planner speaks in the NDIS planning meeting, ask them to link the budget to your goals to make sure the NDIS planning meeting stays on track.
Why Choose Permalink Support Services?
Significantly, finding a provider is just as important as the NDIS planning meeting itself. Why should you choose us after your NDIS planning meeting?
Because we are more than just a service; we are a “valued partner.” In particular, we understand that the results of your NDIS planning meeting must translate into real-life support. Moreover, unlike other providers, we offer personalized care that respects the goals set in your NDIS planning meeting.
For example, if your NDIS planning meeting results in housing funding, we can guide you through Supported Independent Living: Unlock Your Best Life Through the NDIS. Ultimately, we bridge the gap between your NDIS planning meeting and your daily life.
A Final Note on Your NDIS Planning Meeting
To conclude, remember that this NDIS planning meeting is about you. Additionally, you are allowed to bring a support person to the NDIS planning meeting to take notes.
At Permalink Support Services, we are here to support you after your NDIS planning meeting. Good luck with your NDIS planning meeting! You’ve got this.
Furthermore, learn more about our services today!
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📅 Coming Next Week:
In our next blog, we’ll cut through the confusion and explain the key differences between your NDIS Core and Capacity Building budgets. Learn when to use Core for immediate daily needs and when to use Capacity Building for long-term skill development to fully maximise your plan.