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?

Our simple online tool will lead the way. Once completed, we will give you a personalised PDF guide with planning conversation tips tailored just for you. 

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. 
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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

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

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

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?

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.
Sign up
It only takes a few minutes

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

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