The NDIS Process

e in your plan. So it’s very important to make sure your needs are heard. Here’s how:

• Look at the NDIS website and read about what happens during a planning meeting.

• Bring the checklist you have filled out and any supporting documents to the meeting so you can refer them if you need to.

• Ask a friend or someone you trust to come along for support.

• Take notes so you can check things later.

• Express your needs and your goals in life clearly so that your Local Area Coordinator knows exactly what you want in your plan. If you’d like to include Plan Management (support with managing your NDIS funds) or Support Coordination (support with finding and connecting you with the right service providers) make sure you ask for it. Everyone can have Plan Management, but not everyone is eligible for Support Coordination.

• Ask questions! Don’t be afraid to speak up or ask questions if anything is unclear.

Step 3: Get to know your NDIS plan

Once you get your draft NDIS plan, it’s up to you to look through it carefully and check that it’s right.

• Check all the details and make sure they are correct and you are happy with how your funding is allocated

• Contact your Local Area Coordinator and ask for a review if there are any issues with your plan.

• Let your existing service providers know if you have asked for a review and when you receive your new plan

Step 4: Organise your NDIS finances

Over the course of your NDIS journey, you’ll need to ensure your service providers are being paid in time and keep track of the progress of your funding. If you’ve chosen to include Plan Management in your NDIS plan, it’s now time to get your Plan Manager on board to help you manage your NDIS finances.

• Select and contact a Plan Manager. Kera's Plan Management is an experienced and independent Plan Manager, so Contact Us if you’d like to know more about how it all works.

• Set up a service agreement with your Plan Manager. This is a legal agreement that describes how and when the support will be provided.

Step 5: Organise your supports

Finding the right providers is another very important part of the NDIS. Think about your options carefully and make sure your chosen providers are the right fit for your situation and needs.

• Select and contact a Support Coordinator if it is part of your plan.

• Choose your service provider(s). If you are already receiving supports, you can stay with the providers you have, or choose new ones. If you want to change providers, or you need a new service, spend some time researching to find the right provider in your area before you make a final decision.

• Set up service agreements with your Service Providers. These confirm when the support will be provided, the costs, and the fees you need to pay. Make sure you’re happy with them before signing!

Step 6: Track the progress of your plan

Now you’ve completed all the planning and organising it’s time to receive your supports and start enjoying the improvements they bring. You’ll need to keep a record of all the supports you receive and when they’re delivered, and - most importantly - keep track of your budget.

Now your planning is done, it’s time to receive your supports and start enjoying the improvements they bring. But don’t forget to:

• Keep a record of all the supports you receive and when you have received them

• It is very important you keep track of how your budget is being spent. Kera's Plan Management can help you keep an eye on your budget if you have plan management in your plan. Also, you can always check this yourself on the NDIS portal and mygov

• Please contact us if you have any questions about Plan Management.

Step 7: Your annual plan review

Each year, you’ll have the chance to meet with your Local Area Coordinator, review your plan, give feedback and make any changes you want. Here’s how to make the most of that meeting:

• Prepare in advance. Think about what you would like to talk about in your review meeting and make a list of anything you want to change, and why. It is a good idea to use and bring the checklist to the review meeting again.

• Be clear about your needs. It’s important to ask clearly for what you want. If you want Plan Management and/or Support Coordination remember to ask for it as it won’t be included in your new plan unless you do and make sure you explain why you need or still need it.

• Contact Kera's Plan Management if you have any questions and also look at the NDIS website.

Once you get your draft NDIS plan, it’s up to you to look through it carefully and check that it’s right.

• Check all the details and make sure they are correct and you are happy with how your funding is allocated

• Contact your Local Area Coordinator and ask for a review if there are any issues with your plan.

• Let your existing service providers know if you have asked for a review and when you receive your new plan

Over the course of your NDIS journey, you’ll need to ensure your service providers are being paid in time and keep track of the progress of your funding. If you’ve chosen to include Plan Management in your NDIS plan, it’s now time to get your Plan Manager on board to help you manage your NDIS finances.

• Select and contact a Plan Manager. Kera's Plan Management is an experienced and independent Plan Manager, so Contact Us if you’d like to know more about how it all works.

• Set up a service agreement with your Plan Manager. This is a legal agreement that describes how and when the support will be provided.

Finding the right providers is another very important part of the NDIS. Think about your options carefully and make sure your chosen providers are the right fit for your situation and needs.

• Select and contact a Support Coordinator if it is part of your plan.

• Choose your service provider(s). If you are already receiving supports, you can stay with the providers you have, or choose new ones. If you want to change providers, or you need a new service, spend some time researching to find the right provider in your area before you make a final decision.

• Set up service agreements with your Service Providers. These confirm when the support will be provided, the costs, and the fees you need to pay. Make sure you’re happy with them before signing!

Now you’ve completed all the planning and organising it’s time to receive your supports and start enjoying the improvements they bring. You’ll need to keep a record of all the supports you receive and when they’re delivered, and - most importantly - keep track of your budget.

Now your planning is done, it’s time to receive your supports and start enjoying the improvements they bring. But don’t forget to:

• Keep a record of all the supports you receive and when you have received them

• It is very important you keep track of how your budget is being spent. Kera's Plan Management can help you keep an eye on your budget if you have plan management in your plan. Also, you can always check this yourself on the NDIS portal and mygov

• Please contact us if you have any questions about Plan Management.

Each year, you’ll have the chance to meet with your Local Area Coordinator, review your plan, give feedback and make any changes you want. Here’s how to make the most of that meeting:

• Prepare in advance. Think about what you would like to talk about in your review meeting and make a list of anything you want to change, and why. It is a good idea to use and bring the checklist to the review meeting again.

• Be clear about your needs. It’s important to ask clearly for what you want. If you want Plan Management and/or Support Coordination remember to ask for it as it won’t be included in your new plan unless you do and make sure you explain why you need or still need it.

• Contact Kera's Plan Management if you have any questions and also look at the NDIS website.