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My Support Buddy

Preparation

NDIS Meeting Preparation

Get ready for a planning or plan review meeting - meeting and plan details, documents to bring, what's working, what isn't, changes since your last plan, how your disability affects daily life, support needs, future goals, and questions for your planner. Print a tidy summary to hand to your planner.

  1. Step 1: Add your name and the meeting details - date, type, format, who's coming, and your current plan dates.
  2. Step 2: Write down the 3 most important things you want the planner to hear.
  3. Step 3: Tick off the documents you need to bring.
  4. Step 4: Work through the other sections - tap a suggestion chip, or type or say your own.
  5. Step 5: Everything saves on this device as you go.
  6. Step 6: Tap 'See my summary' to check it, then print it to take to your meeting or give to your support coordinator.

This tool is designed to help with everyday communication and support - it isn't medical or clinical advice and doesn't replace guidance from a qualified professional. Read the full disclaimer.

Printing gives you a tidy summary of what you've filled in, not this form.

Meeting details

The most important things for me

Pick up to 3 things you most want the planner to hear. These go at the top of your printed summary.

Documents to bring

Tick off what you've gathered before the meeting

What's working well

Supports and funding that are making a real difference

What isn't working

Anything that's falling short or getting in the way

Changes since my last plan

Anything different in your life the planner should know about

How this affects my daily life

Concrete examples of your support needs - this is what funding decisions are based on

My support needs

What you want to ask for in this plan

My future goals

What you want to work towards next

Questions for my planner

Anything you want to make sure gets answered at the meeting

Tips for the meeting
  • You can bring someone with you, like a family member, friend, advocate or support worker.
  • You can ask for an interpreter, or for information in Easy Read.
  • You can ask the planner to slow down, explain something again, or take a break.
  • Give real examples of your day. Saying what happens when you don't get support helps the planner understand.
  • Ask someone to take notes for you, or write notes on the bottom of your printed summary.
  • Before you leave, ask what happens next and how you will get a copy of your plan.
  • If you don't agree with a decision about your plan, you can ask the NDIA to review it. You need to ask within 3 months of getting the decision. See Know Your Rights for who can help.