Planning Tips for Your NDIS Plan
A good plan reflects your goals and the support you need on your hardest days. This guide explains the “worst day” approach, how to set SMART goals, and what to bring to your planning conversation.
The “Worst Day” Approach
When you describe your support needs, think about what you need on your most difficult days, not just on a good day. Plans are designed to cover you when things are tough—so you have enough support when your disability or health is at its most challenging.
Explain to your planner or LAC what a bad day looks like: what you cannot do, what gets missed, and what would help. That way your plan can include enough funding for those times.
Setting SMART Goals
Goals in your plan work best when they are SMART: Specific, Measurable, Achievable, Relevant and Time-bound. Good goals help the NDIA understand what you want to achieve and how supports will help.
What SMART means
- Specific — clear and concrete (e.g. “prepare my own meals three nights a week”)
- Measurable — you can say when it’s done (e.g. “by the end of my plan”)
- Achievable — realistic with the right supports
- Relevant — matters to you and your life
- Time-bound — has a timeframe (e.g. “in the next 12 months”)
What to Bring to Your Planning Meeting
- Your current plan (if you have one) and any questions about it
- Reports or letters from doctors and allied health about your disability and needs
- A short list of your main goals and what support you need to work towards them
- Notes on a “worst day” — what you can’t do and what would help
- Details of supports you use now and what’s working or not working
- A support person or advocate if you want someone with you
Steps to Follow Before Your Review
- Write down 2–3 main goals in SMART form
- Gather up-to-date reports from your GP and therapists
- Think about your worst days and list the support you need then
- Book your planning meeting at a time and way (phone or video) that suits you
- Prepare any questions so you can ask them during the meeting
Frequently Asked Questions
How far in advance should I prepare for a plan review?
Start gathering reports and thinking about your goals at least a few weeks before your plan is due for review. Some reports can take time to arrange, so the earlier you start, the less stress you’ll have.
Can I change my goals after my plan is approved?
Your goals are part of your plan, but you can discuss changing them at your next plan review. If your situation changes significantly, you can also ask for an unscheduled review and explain why.
What if I don’t know what supports I need?
That’s okay. Your planner or LAC can help you explore options. Support coordination in your plan can also help you find and connect with services. FWBS can have a chat with you about what might help—get in touch anytime.
Need personalised help?
The FWBS team can help you prepare for your planning conversation and connect you with supports. Get in touch for a friendly chat.
Contact FWBS