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


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
  • You can call us on 1300 139 277


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 under the NDIS?
Talk to us today on 1300 139 277

Get in touch

Contact us today and find out how we can support you. Complete the form below or call 1300 139 277.