Plan Management: 2 Day Intensive

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

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

Dates and time

April 18 & May 2

  • (SOLD OUT)
  • NSW/VIC/QLD/ACT/TAS 10:00am - 3:00pm
  • WA 8:00am - 1:00pm
  • SA/NT 9:30am - 2:30pm

May 9 & May 23

  • NSW/VIC/QLD/ACT/TAS 10:00am - 3:00pm
  • WA 8:00am - 1:00pm
  • SA/NT 9:30am - 2:30pm


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.

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 for people with a disability. Sally is a dynamic trainer and presenter, a Certified Practicing Marketer and lecturer in Marketing at the University of Newcastle. She is a Director of the Centre for Universal Design and a past member of the NSW Disability Council. Sally was also the CEO of a disability service provider during the Hunter NDIS trial. And, she finished her Masters at Harvard (did we mention she’s dynamic?). 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.

Mike Coddington

Mike Coddington is our go-to person when we need an expert sounding board for the question: will this business work in the NDIS? Mike has held lots of very senior strategic roles including international start-ups and has the business and tech qualifications to make him someone you want around when you are thinking about your next move. Mike left the commercial world to live and work on both sides of the disability services equation - supporting a daughter with disability and leading successful NDIS service providers. Mike walks the talk, and it's talk you want to hear.


I’m not totally new to Plan Management (I’ve been working for 6 months or more). Can I still take this course?