Step-by-step guide

The NDIS has opened up a new and exciting world of possibilities. To get the most out of the opportunity, just follow this step-by-step guide.


step 1
Step 1

Lay the groundwork

  • Check your eligibility at
  • Read up on the topic and start preparing early
  • Kick off pre-planning with us so you know exactly what you want to get out of the NDIS
  • Call us on 1300 778 081


step 2
Step 2

Start the conversation with the NDIS

  • When the NDIS calls you for the first time, speak up if something’s not clear
  • Always ask to meet your NDIS planner face-to-face
  • Note down appointment details and contact names


step 3
Step 3

Get the most out of your NDIS meeting

  • Communicate your goals and needs clearly at your first meeting
  • Bring all your supporting documents. Write down questions in advance
  • Take someone to support you and write notes


step 4
Step 4

Double-check your plan

  • When you receive your NDIS plan, read through it carefully
  • Tell the NDIS if something is incorrect or missing
  • Tell us and other service providers that you’ve received your plan


step 5
Step 5

Find a trusted provider

  • If you need multiple services, ask a provider you trust to be your Support Co-ordinator
  • Research your options and providers thoroughly before you commit


step 6
Step 6

Finalise your service delivery team

  • Set up Service Agreements with your providers
  • Be clear about what you want to achieve and how you’d like your services to be delivered
  • Double check your Service Agreements before you sign


step 7
Step 7

Track your progress

  • Once your plan is in action, track your supports in a diary or digital calendar
  • Tell the NDIS if you’re unhappy with anything or if your circumstances change


step 8
Step 8

Reflect and adjust

  • At your annual review, consider whether your current goals have been met
  • Note down new goals for the future
  • Make a list of any changes to your needs and personal circumstances
man sitting at a desk smiling
Want to know more about how we can support you through your NDIS journey?
Talk to us today on 1300 778 081