Preparing for the First NDIS Planning Meeting

An informative and empowering webinar that looks beyond NDIS access and answers, how the heck do you prepare for a first Planning Meeting?

  • Wednesday 06 December
  • Lisa Duffy
  • Tristram Peters

Why take this course?

Recently gained access to the NDIS? Great! But unfortunately, the process isn’t over yet. Preparing for your first NDIS Planning Meeting requires a whole bunch of time, organisation, evidence, and understanding of NDIS language and processes. 

This can be particularly confusing if it’s a first planning meeting – especially when the NDIA or LAC provider only provides generic information (‘read NDIS Booklet 2’ - anyone?) which doesn’t translate the NDIS in a meaningful or individualised way. 

Our solution? This 90 minute informative and interactive webinar will cover the main topic areas that require preparation, evidence, and consideration, when getting ready for a first Planning Meeting. Because when navigating the NDIS, knowledge is power. And the right knowledge will increase confidence and the ability to self-advocate, ultimately leading to better plan outcomes and a more empowered NDIS experience. And who wouldn’t want that?

What you’ll gain

In this 1 hour webinar, we’ll dive into the main topics to help prepare for a first NDIS planning meeting. There will also be the opportunity for ½ hour Q&A at the end. 

  • The difference between being assessed by an NDIA Planner and a Local Area Coordinator

  • How to write NDIS goal and ‘about me’ statements

  • Understanding NDIS funding criteria, and the supporting evidence you need

  • NDIS funds management options

  • How to weigh up the need for Support Coordination

  • The role of the Pricing Arrangements and Price Limits and service provider quotes

  • Supported decision making in planning

  • Practical considerations, such as participant check-ins, plan lengths, plan changes, and reviewing NDIS decisions

  • Participant rights, such as making a complaint, participant information, and the Participant Service Guarantee

Who’s it for?

  • Support Coordinators

  • Allied Health Professionals

  • NDIS participants and their informal supports

What’s included?

  • 90 min virtual webinar via Zoom including Q&A

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

  • Checklist to help prepare for a first NDIS planning meeting

Dates and time

Wednesday 6 December

  • NSW/VIC/ACT/TAS 10:30am - 12:00pm
  • QLD 9:30am - 11:00am
  • WA 7:30am - 9:00am
  • SA 10:00am - 11:30am
  • NT 9:00am - 10:30am


Lisa Duffy

After starting out as a Physiotherapist, Lisa found her passion in complex case management and working with people with a disability to navigate their options in the 10 years prior to the NDIS roll-out. Since the rollout in NSW, Lisa's specific interest areas are working with people to gain NDIS access for the first time and planning for NDIS reviews, with a particular passion for 'translating' the complexities of the NDIS, and working with people to build their skills, capacity and knowledge about the NDIS so that they can be informed, empowered, and objective self-advocates. It's a passion that doesn’t go unrecognised: we’re talking about the winner of the award for Most Outstanding Support Coordinator at the 2022 Australian Disability Services Awards!

Tristram Peters

Tristram is a writer, editor, and marketer with over a decade of experience working within the disability sector. He is also a NDIS participant, living with Spinal Muscular Atrophy Type 2. Unsurprisingly, his biggest pet peeve is bureaucracy and jargon, so you'll find him working hard to make the NDIS more easily understood. Most of the time, he's over at Clickability, helping NDIS participants connect with providers. If not, he's either running low-key amazing school programs or lecturing occupational therapy at universities. When he's not working, he's playing powerchair football. (Think go-karting mixed with futsal.) He loves it so much, he's even co-directing a documentary to get the sport in the Paralympics! To balance out his sportiness, he writes plays in his spare time.