Free NDIS Planning Conversation Tool
Get prepared for your first NDIS planning meeting in just a few minutes.

How will this tool help you?
Our tool will prepare you for questions that might pop up during your first NDIS planning conversation and help you:

Feel more confident
Feel confident and clear about the goals you want to achieve

Know what you can ask for
Understand which services and supports you can ask for to help you reach your goals

Put forward your case
Put forward your case for services and supports by making sure you have all the key points ready to go

Feel prepared for the meeting
Be in the best position to receive the funding you need
How does it work?
The free Plan Reassessment tool will give you the confidence to you need to make sure this critical meeting is a success. Plus, when you use the tool, you’ll also get a personalised PDF guide with plan reassessment tips tailored just for you. Here’s all you need to do:
Answer questions about your goals and life stage
Tell us a bit about yourself and what supports you might need
Choose how you want to manage your plan
Receive your planning conversation document
What is an NDIS planning conversation?
If you’ve just found out you’re eligible for NDIS funding, it's time to prepare for your planning conversation. A planning conversation is a meeting with an NDIS representative where you discuss the supports, services and products you need, which will be used to decide the funding you'll receive in your new NDIS plan. It was previously and is sometimes known as a planning meeting.


Why do I need to prepare for the planning conversation?
If you’re prepared for your first NDIS planning meeting, you’ll have a better chance of getting the funding you need. Preparing for this conversation will also help you be more confident and know exactly which documents to organise, who to bring and what to say.
Try our other Free NDIS tools

Plan Explainer Tool
If you already have an NDIS plan and want to know how you can get the most out of it, this free tool is for you.

Plan Reassessment Tool
If you've got a plan reassessment (also known as plan review) coming up, this free tool can help you get the most out of your NDIS funding and make sure your plan will meet your needs.

More resources
On our Resources page, you can find a variety of helpful materials such as written guides, articles and videos that help you better understand the NDIS.
Need help managing your plan?
How to sign up with Provider Choice
Our friendly team of Plan Managers and easy-to-use tools will help you get the most out of your plan and put you in control of your NDIS journey.
We’ll be in touch
To answer any of your questions and help you get started (within 24 hours)
Be plan managed
You're good to go!
Frequently Asked Questions
What happens in an NDIS planning meeting?
How long does an NDIS planning meeting take?
What should a participant bring to their planning meeting when creating an NDIS Plan?
How do I prepare for the NDIS planning meeting?
Who assists NDIS participants to develop their NDIS plan?
How are NDIS plans created?
What do you say in an NDIS planning meeting?
Who should attend an NDIS planning meeting?
How long after my planning meeting will I receive my plan?
What happens if you don’t get the funding you need?
What happens if you miss your planning meeting?
Want to learn more?
Contact us