What Happens at Your First NDIS Planning Meeting?
If you’ve been approved as a participant of the National Disability Insurance Scheme (NDIS), the next big step is your first planning meeting. This meeting is where you and your planner or Local Area Coordinator (LAC) work together to build a plan tailored to your goals, needs, and lifestyle.
Whether you’re feeling excited or overwhelmed, this blog will walk you through:
- What the NDIS planning meeting involves
- What to bring and how to prepare
- Common questions you’re likely to be asked
- Tips to make your meeting successful
What Is the NDIS Planning Meeting?
The NDIS planning meeting is your first official step into the scheme. It’s where your NDIS plan is created; the personalised document that determines your funding, the types of support you can access, and your key goals.
Who Will You Meet?
- A Local Area Coordinator (LAC) or an NDIA Planner
- You can also bring a support person, carer, or family member
- If you’re working with a support coordinator, they may join too
What to Bring to the Meeting
| Item | Why It’s Important |
|---|---|
| Photo ID | Required to verify your identity |
| Recent medical reports | Helps assess your condition and level of need |
| List of current supports | To show what help you’re receiving (formal or informal) |
| Daily routine summary | Gives insight into your everyday challenges and support needs |
| Goals for the future | Helps shape your plan to match your ambitions |
| Assistive technology/devices info | If you’re using or need any equipment |
| Contact details of providers | In case you’re already receiving services or have preferences |
What Will Be Discussed?
During the meeting, your planner will ask about different areas of your life to help build a comprehensive understanding of your needs. Once your plan is approved, you can begin using the NDIS services we offer based on your individual goals and funding.
Common Discussion Areas:
- Your day-to-day life: routines, challenges, mobility, personal care
- Supports you currently use: family, friends, therapists, carers
- Goals: What do you want to achieve in the short and long term?
- Living situation: Where you live, with whom, and any housing needs
- Community participation: Do you want to study, work, volunteer, or join a group?
- Transport needs: Any help you need getting around
- Health and Wellbeing: Physical or mental health supports required
Sample NDIS Goals You Can Mention
Having clear, personalised goals helps ensure the plan works for you.
| Short-Term Goals | Long-Term Goals |
|---|---|
| Attend physiotherapy twice a week | Learn a new skill or course |
| Participate in a local community group | Live more independently |
| Get support with cooking meals | Gain employment with support |
| Improve communication skills | Build social connections and confidence |
What Happens After the Meeting?
- Your plan is drafted based on the discussion and submitted to the NDIA.
- The plan will be reviewed and approved — this may take a few days or weeks.
- You’ll receive a copy of your approved NDIS plan, either digitally or by post.
- From there, you can begin using your supports and connecting with service providers. If you’re in regional WA, don’t miss our guide on the benefits of choosing a Local NDIS Provider in the Pilbara
Tips to Make the Meeting Successful
- Write down your goals ahead of time
- Be honest about your challenges and support needs
- Bring examples (photos, routines, documents)
- Ask questions — there’s no such thing as a silly question
- Have a support person with you for comfort or clarification
- Take notes during the meeting
Final Words
Your first NDIS planning meeting is a powerful opportunity to shape the support you receive, so take your time to prepare. The more open and detailed you are during the conversation, the more likely your plan will reflect your real needs and aspirations.
Remember: This plan is your plan. It’s about helping you live the life you want, on your terms. If you ever feel unsure or overwhelmed, speak to our friendly team. We’re here to guide you every step of the way. Reach out our team at (+61) 487-468-829 | Book your free budgeting consult
Once your plan is approved, the next step is finding the right provider. Learn more in our guide: Your Trusted Registered NDIS Provider in South Hedland
Follow STARR Care: Registered NDIS Provider on Facebook and Instagram for updates, community stories, and helpful tips.
3 Comments
Expert Registered NDIS Provider in South Hedland | Top 7 Disability Supports
September 6, 2025[…] 👉 “For more details, see our blog on How to Prepare for an NDIS Planning Meeting.” […]
8 Proven Steps on How to Choose the Right Registered NDIS Provider | STARR Care
September 15, 2025[…] you’re preparing for your first NDIS plan, our guide on Your First NDIS Planning Meeting: What to Expect and How explains how provider choice fits into the […]
7 Essential NDIS Plan Budget Tips: How to Stretch Your Core Supports in 2025
December 6, 2025[…] 👉 Want to go deeper? See our guide on what to expect at your first NDIS planning meeting […]