• Online workshop
  • Support Coordination

Plan Reviews & Reporting: Support Coordination Workshop Series

This workshop series comes in 3 installments that make up the complete toolkit you need to effectively tackle reporting & reviews.

Workshops

Workshop 1: The Support Coordinator’s Essential Guide to Plan Review

After supporting people through hundreds of plan reviews, Annika has got the process down to a fine art. That is, if your idea of beauty is a colour coded checklist with step-by-step instructions.

This workshop equips you with the skills and resources you need to demystify plan reviews and get great outcomes.

We will cover:

  • Support Coordination responsibilities before, during and after the plan review meeting

  • How to approach different NDIS plan review types

  • Effective strategies for requesting supports

  • Setting expectations and common pitfalls

  • Gathering evidence and reviewing goals

As part of the workshop, you will receive a Learner Handbook with a load of extra resources to add to your toolkit.

This workshop is suitable for:

  • Support Coordinators who are new to the discipline

  • Support Coordinators who want to enhance their skillset and outcomes

  • Participants, nominees or parents who would like to understand how to prepare for reviews.

Workshop 2: Effective & Efficient CoS Reporting

If the Support Coordinator’s dream is to quickly write clear, persuasive and useful reports - this workshop is about making that dream a reality.

We will cover:

  1. Must-have reports: implementation reports, progress reports and plan review reports

  2. Nice-to-have reports: action plans, budget breakdowns and mid-plan check ins

For each report we will look at:

  • What should be included

  • How to develop your own templates

  • How to use the report as a capacity building tool instead of just “another report”

  • How to optimise your reporting workflows so you can get back to doing the fun stuff

This workshop uses a step-by-step guide and practical working groups to enable you to develop templates suitable for your own practice.

This workshop is suitable for:

  • Support Coordinators who are new to the discipline

  • Support Coordinators who want to enhance their skillset and outcomes

Workshop 3: Advanced Plan Review

Ready to take your plan review skills to the next level? You’ve come to the right place. This workshop will prepare you to go head to head with complex reviews. We cover the process from holistic goal setting and developing a high-level progress reports to effectively negotiating during meetings.

We will cover:

  • Requesting and summarising funding needs

  • Developing goals that will lead to funding outcomes

  • Working with stakeholders to get useful reports and supporting evidence

  • Big ticket items: justifying complex supports and assistive technology

  • Reasonable and Necessary debate: may the best player (you!) win

This workshop is structured around a case study filled with complex situations to be explored through activities, hands-on learning and healthy debates.

This workshop is suitable for:

Support Coordinators who are new to the discipline

  • Support Coordinators who want to enhance their skillset and outcomes

  • Confident participants, nominees or parents who would like to understand how to prepare and complete complex review scenarios.

Come for one or come for all!

We reckon its best to do all the workshops in the series, but you can pick and choose if you are on top of the current detail in any area.

Series Discount: Registering for all 3 workshops in this series? Use code COS3 at checkout for 20% off!

Presenters

Annika Thorup

Annika is a perfect match for DSC with her joy for making the NDIS world simple and accessible. Arriving from Denmark just in time to see NDIS kick-off down here, she puts her human rights and philosophy background to use not just as a DSC Expert Trainer, but also as a Support Coordinator at Ablelink, specialising in housing and complex supports. When she’s not busy building capacity, Annika rolls up her sleeves in the garage where she’s building her own campervan!

Stephen Webster

Stephen is a support coordination and mental health subject matter specialist and DSC Expert Trainer. He is an experienced NDIS program manager and managed organisational NDIS transitions for services at two separate organisations. Passionate about supporting people with psychosocial disability to get better outcomes he is currently undertaking a new challenge of establishing his own NDIS business. Stephen is a proud dog-parent to a rescue greyhound named Russell. Oh and by the way, the drums and keyboard that feature in his Zoom background aren’t just for show, he loves to make music.

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 in supporting people to gain NDIS access for the first time and planning for NDIS reviews, with a particular focus on working with people to build their skills, capacity and knowledge about the NDIS so that they can be informed, empowered, and objective self-advocates. Lisa is so passionate about working with families in the NDIS space that she has total self-awareness about the fact that she says 'passionate' too much! When she is not running on trails or teaching her daughters the ways of the world, she can be heard talking to people about how much she loves her job.

People say

Graeme

Senior Support Coordinator

All of the content was so useful!

FAQ