online workshop

Advanced Plan Management Practice: Compliance, Strategy and Staying Viable

Plan Managers are under more pressure than ever. This 5 hour workshop gives you the tools to stay compliant, act strategically and financially thrive in a system that keeps shifting beneath your feet.

Registration

Flexible rescheduling

Change up to 4 hours before.

Why take this course?

Plan Management is heading into its toughest financial year yet, with significantly reduced revenue and growing compliance expectations. 

This advanced workshop is designed to help experienced PMs respond strategically. You’ll explore how to strengthen your compliance position, redesign service models to stay viable, and reduce operational costs without compromising on quality. We’ll also look at revenue diversification, picking the right technology & systems, future-proofing your team and where Plan Management may be heading next.

Whether you’re looking to streamline, improve, or pivot, this session gives you practical tools and strategic insight to navigate what’s here and what’s coming - and how to respond.


What you’ll gain

  • Clarity on changes in the 2025–26 PAPL for Plan Manager billing, and what PMs need to know about other changes

  • How to navigate new and expanding compliance obligations introduced by the new NDIS Act, including greater accountability and responsibility in enforcing rule changes

  • Guidance on the NDIA’s strengthened conflict of interest rules, and how Plan Managers should respond

  • Strategies to reduce operational and compliance costs

  • Opportunities to diversify revenue and avoid over reliance on monthly fees

  • Frameworks to select and implement the right technology for your PM service to increase efficiency, reduce administrative burdens, and strengthen quality and compliance

  • Anticipate what’s next for Plan Managers including changes to registration, audit updates, and regulatory frameworks - and how to best prepare now 


Who’s it for?

  • Plan Managers


What’s included?

  • 5-hour virtual workshop via Zoom

  • PDF copy of slide deck

  • Tech checklist

  • Conflict of interest action plan template

Sessions

Your timezone

$460.00

$460.00

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FAQ

Facilitators

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Rob Woolley

Our very own Woolly Mammoth, pulls up last in the alphabetical rankings but always gets a place on the DSC podium for combining curiosity with smarts. He knows so much about the NDIS it is scary. Rob lives a personal commitment to sharing his knowledge with an endgame of people with disability in control. Combining lived experience of the early childhood intervention pathway with professional experience of the realities of provider life - he has consistently shown the inability to hold down a real job. His roles in the disability sector have covered direct support work, project management, business development, consulting, ILC-funded advocacy roles and owner-operator of a registered and then unregistered provider (but the thing he is best at is being a very present dad). If you want a consultant or trainer in your corner you will be looking high and low to do better than our Rob.

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Sally Coddington

Sally, our NDIS wonderwoman and 'pocket rocket,' combines humour with a wealth of NDIS knowledge, intellect, and energy. With extensive experience in financial and human services across B2B and B2C sectors, she’s a dynamic trainer, Certified Practicing Marketer, Harvard Alumni and passionate advocate for disability rights.

For over 15 years, she has been a key figure in the disability sector, currently as a Director of Hunter Circles. Sally has served on boards like The Centre for Universal Design, Business Hunter, and Community Disability Alliance Hunter (CDAH), and contributed to the NSW Disability Council. 

Sally's personal experience deepens her professional insights; her daughter Nicky, an NDIS participant for four years, passed away in 2018. This unique blend of experience shapes her understanding of the challenges and opportunities in the NDIS business landscape.