Why take this course?
With funding periods now embedded in new NDIS plans, building a budget that supports real implementation has become more complex, and more critical. Yet most budget tools haven’t kept pace, leaving many support coordinators and families to make it up as they go.
This hands-on workshop introduces a simple, purpose-built spreadsheet designed for the new plan structure. You’ll learn how to map supports across the full plan duration, manage variable support needs and use the budget as a conversation tool, not just a numbers exercise. It can be used with participants and is grounded in real-world use.
Whether you're supporting plan implementation, trying to avoid overservicing or just want funding conversations to be easier and clearer, this course gives you the structure to do it with confidence.
What you’ll gain
A downloadable budget spreadsheet tailored to funding periods
A walkthrough of how to map supports and make the most of the plan’s structure
Tips for working with fluctuating support needs and goal-linked spending
Guidance on using the tool to support conversations with participants and families
Increased confidence to support budgeting with clarity and structure
Who’s it for?
Support Coordinators, Plan Managers, Psychosocial Recovery Coaches, Self Managers, Plan Nominees and family members who are supporting plan implementation
What’s included?
2.5 hour Zoom session
Budget breakdown (excel spreadsheet)
Video explainer of how to use the budget breakdown (key functions to refer back to)
PDF Copy of the slide deck