About this resource
The first weeks of a new plan matter. This checklist guides support coordinators through understanding the plan with the participant, checking how funding is managed, exploring and connecting providers, service agreements, bookings and an early check-in to see how things are going.
Purpose
To help support coordinators implement new plans promptly and in a participant-led way.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for social workers.
Client or participant group: Support coordinators working with participants who have a new plan.
Practice setting: Support coordination and plan implementation.
Suggested uses
- New plan implementation
- Training new support coordinators
- Supervision and file review
- Tracking actions
Instructions for practitioners
- Read the plan with the participant in their preferred format.
- Let the participant lead choices about providers.
- Check current NDIS guidance for funding rules.
- Record actions and follow up promptly.
Accessibility considerations
Offer Easy Read summaries and interpreters.
Scope and limitations
A practice checklist. It is not an official NDIS document and does not set out compliance requirements.
Research basis
This resource is designed to align with the NDIS Practice Standards and Code of Conduct; using it does not by itself demonstrate compliance. Case management practice standards describe assessment, planning, coordination, review and planned exits with the person at the centre.
- Case Management Society of Australia and New Zealand. (2013). National standards of practice for case management (3rd ed.). https://www.cmsa.org.au/
- NDIS Quality and Safeguards Commission. NDIS Code of Conduct. https://www.ndiscommission.gov.au/rules-and-standards/ndis-code-conduct
- NDIS Quality and Safeguards Commission. NDIS Practice Standards and Quality Indicators. https://www.ndiscommission.gov.au/rules-and-standards/ndis-practice-standards
What is included
A 2-page printable A4 PDF, including a practitioner notes page with the research basis (version 1.0).
Originality
Original Practitioner Plus content: wording, activity structure, layout and icons were created for this resource. No third-party worksheets, illustrations or text were reproduced.
