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online workshop

Plan Management: 2 Day Intensive

A detailed, interactive and straight-talking workshop for people just starting out as a Plan Manager.

Registration

Flexible rescheduling

Change up to 4 hours before.

Why take this course?

A successful plan manager knows how to balance the numbers stuff with the people stuff. That is, they seamlessly combine financial skills with disability support — a challenging yet rewarding mix.

Our Plan Management 2 Day Intensive will set you up for this unique balance. We’ll show you how to understand and apply confusing NDIS pricing rules so you can support people to exercise more choice and control and get the most out of their plan.

What you'll gain

Across 2 days, you’ll get an understanding of…

  • The giant maze of Plan Management, including your roles and responsibilities and what best practice looks like 

  • How to support people to use their NDIS funding creatively and flexibly and ultimately, reach their goals

  • The must know parts of the job, including payment integrity challenges, payment assurance requirements, and fraud and risk management

  • How to apply the most complex (and confusing!) rules of NDIS pricing and payments 

  • Which invoices you should and shouldn’t process

  • How to recognise fraud and manage risk

Who's it for?

  • People who are completely new to the world of Plan Management

  • People who are interested in starting out as a Plan Manager

What's included?

  • 2 day virtual workshop via Zoom (5 hours each day)

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

  • Certificate of completion

Sessions

Your timezone

$550.00

$550.00

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FAQ

Facilitators

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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.

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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.