online workshop

Plan Management Software: Making the Right Choice for Your Service

Technology creates efficiency – but only if (and it’s a big IF) it’s chosen correctly. This 2 hour practical workshop will show you how to evaluate and compare Plan Management Software for your services to find the right one for you.


Flexible rescheduling

Change up to 4 hours before.

Why take this course?

Efficiency is the name of the game for Plan Managers – especially at a time where rates have stayed stagnant and Plan Managers are paid the same monthly amount regardless of the time they spend processing invoices. 

So, you’re likely here because you KNOW Plan Management technology can boost efficiency and free up time for more high-value participant-facing activities. But you also know that not all Plan Management Software is created equal – so how do you know what you should be looking for? How do you choose between all the options out there?

This 2 hour workshop is a great place to start. We’ll unpack the benefits of Plan Management tech, the software selection process, and how to go with the option that aligns with YOUR business and needs. 

What you’ll gain

Over 2 practical hours, we’ll dive into:

  • The benefits of Plan Management technology – why is it a smart investment?

  • The software selection process – how to research, short-list, demo, decide and implement the right software

  • How to find opportunities to increase efficiency with technology

  • A technology checklist to compare and contrast alternatives

  • How to outline YOUR technology priorities for your specific service

  • Technology pricing and how to make the right choice

  • Connect and learn from other Plan Managers about their experience in what works best

Who’s it for?

  • Plan Managers looking to increase efficiency through technology

What’s included?

  • 2 hour virtual workshop via Zoom

  • A downloadable copy of the slides for you to look back on

  • A customisable take-home checklist to compare and contrast technology alternatives


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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.