online workshop

Compliance Fundamentals for Plan Managers

There’s a bit going on for Plan Managers right now. This practical 2-hour workshop will save the day, helping you navigate compliance obligations, streamline daily operations, and reach best practice.


Flexible rescheduling

Change up to 4 hours before.

Why take this course?

Plan Management is the talk of the NDIS right now. We’ve got the double whammy: More people are actively choosing to plan manage their NDIS funds, while the NDIA is putting more pressure on Plan Managers to stay compliant. 

Some of the pressure from the NDIA is reasonable and clear (asking Plan Managers to work within the Guide to Plan Management). Some of the pressure is inconsistent and ambiguous. Especially when they’re pushing the boundaries of what Plan Managers are expected to do. So as a Plan Manager, what compliance obligations do you actually have? What’s most important? And how can you move beyond compliance to best practice? 

This practical 2 hour workshop answers these burning questions, and more. We’ll simplify your compliance obligations, offer ways to embrace efficiency, equip you for the day-to-day challenges as a Plan Manager (ahem, there’s a lot), and show you how to go about things in a way that works toward best practice. Because, we all want that. 

What you’ll gain

Across 2 practical hours, we’ll dive into*:

Plan spend pressure, processes and limits

  • Understanding new plan flexibility rules under PACE

  • Implementing the “Can I Buy It?” questions in Plan Management practice

  • Unpacking the recent NDIA letters to intermediaries and what they mean for Plan Managers and payment processing

  • Effectively setting Approval Limits, one person at a time

  • How to address risk to your Plan Management business

NDIS Commission requirements

  • NDIS Code of Conduct, including the additions from December 2023 around Fair Pricing

  • Complaints Management Process

  • Worker Screening Check requirements, including unpacking of ‘more than incidental contact’

Safeguarding participants

  • Reportable incidents, including fraud reporting

  • Types of conflict of interest and practical ways to manage it

  • The role of record keeping, types of records, and features of quality records

  • Privacy and consent obligations, including the NDIA’s Supported Decision Making Policy

Client education

  • Opportunities for educating clients

  • Understanding and communicating budgets and flexibility

  • Working safely with non-registered providers

  • Making budget-related information available in formats that people can understand and use to stay within budget

  • Being open and transparent with Conflict of Interest

*You might have seen some of this content in our 2 Day Plan Management Intensive. While there is some overlap, this workshop will dive deeper into common compliance topics. 

Who’s it for?

  • Potential Plan Managers who are close to establishing their business so they can build in these practices from the ground up

  • Current Plan Managers who want to check their compliance, while also picking up practice tips & improvements

  • Managers and Quality Managers at organisations delivering Plan Management, especially those who have to balance compliance requirements with other service requirements 

What’s included?

  • 2 hour virtual workshop via Zoom

  • Downloadable copy of the slides for you to look back on 

  • Certificate of completion


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Sally Coddington

Sally is our resident NDIS wonderwoman (also fondly known as our 'pocket rocket'). Don't be disarmed by her humour, she packs a punch with her huge NDIS knowledge, intellect and energy. Sally has diverse experience across financial services, human services, B2B, B2C, for profit and for purpose industries around the world. Sally is especially passionate marketing products, services, spaces and experiences that include people with a disability. Sally is a dynamic trainer and presenter, a Certified Practicing Marketer and advocate for the rights of people with a disability.

Sally has been a prominent figure in the disability sector for nearly 15 years. She currently serves as the Director of Hunter Circles and has held key roles as a board member at The Centre for Universal Design, Business Hunter, and Community Disability Alliance Hunter (CDAH), as well as serving on the NSW Disability Council. Sally, who finished her MBA at Harvard, recently returned to university to pursue a Master’s in Disability and Inclusion (did we mention she’s dynamic?). Her dream is to do a PhD and she's putting it out there to hold her self accountable.

One of Sally's three daughters, Nicky, who passed away in 2018, was an NDIS participant for four years. Sally translates her personal and professional experience into a deep understanding of the challenges and opportunities for business.


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.