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, all in one printable page.
- Add the meeting details - date, type, format, who's coming, and your current plan dates.
- Tick off the documents you need to bring.
- Work through each section - tap a suggestion chip, or type/say your own.
- Everything saves automatically as you go.
- Print it to take to your meeting, or share it with your support coordinator beforehand.
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.
Want more personalised support? Dundaloo's Allied Health team - occupational therapy, speech pathology, and psychology/counselling - can help build on what this tool covers. Learn more about our Allied Health services.
Meeting details
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