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Preparing for your planning meeting

Prior preparation prevents poor performance, and that even goes for preparing for your planning meeting with the NDIS, and we are here to help.

Before the meeting:

Complete booklet 2 – Planning. If you don’t have a print-out, you can download the resource on the NDIS website. Make sure you know when your appointment is, and who it will be with. Find a quiet place to take the call where you can focus, as most planning meetings are happening over the phone at the moment.


Make sure you have your phone with you, it is charged and you are in a space with good reception.

Have any reports or assessments with you. If possible, send them to your ECEI partner, LAC or NDIA Planner before the call.

If you want a friend, family member or someone to help you with the meeting, make sure they are available and make sure that only one person talks at a time.

During the meeting: You can, at any time, ask the person doing your planning meeting to stop, repeat, or explain things.

The meeting facilitator will guide you through the planning process, but take notes and ask any questions you have along the way.

Make sure you know what the next steps are before ending the call. After the meeting:

Make sure you have someone to debrief with, you can reach out to us for assistance whenever you need!




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