Plan Management Options Reflection

A neutral reflection tool to help participants think through self-management, plan management and agency management, considering choice of providers, paperwork, control and support.

Preview of the first page of Plan Management Options Reflection
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Also relevant for
Social workers
Client group
Participants and families deciding how to manage NDIS funding.
Practice setting
Pre-planning, plan reviews and support coordination.
Format
Printable worksheets
Details
A4 PDF, printable
Pages
2
Editable version
Word (.docx), for Plus members
Demographics
Adults
Age groups
Adults, Young adults
Access
Plus members
Resource code
PP-NDIS-033
Version
1.0

About this resource

How funding is managed affects choice and paperwork. This tool describes the main options neutrally and helps participants reflect on what matters to them, such as choice of providers, control, time for paperwork and support, so they can make an informed choice.

Purpose

To help participants make an informed choice about funding management.

Who it is for

Primary profession: NDIS providers and support coordinators. Also relevant for social workers.

Client or participant group: Participants and families deciding how to manage NDIS funding.

Practice setting: Pre-planning, plan reviews and support coordination.

Suggested uses

  • Pre-planning conversations
  • Plan reviews
  • Capacity building
  • Explaining options

Instructions for practitioners

  1. Present options neutrally.
  2. Check current NDIS guidance, as rules change.
  3. Focus on what matters to the participant.
  4. Respect the participant's choice.

Instructions for clients or participants

  1. Read about each option.
  2. Tick what matters to you.
  3. Talk it through.

Accessibility considerations

Offer an Easy Read version and verbal explanation.

Scope and limitations

General information. It is not an official NDIS document. Check current NDIS guidance.

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. Human rights frameworks and research on the dignity of risk support people's right to make their own choices, including choices that involve some risk.

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.

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