About this resource
Meetings about supports can feel rushed. This pack breaks preparation into manageable parts: what has changed since the last plan, what has helped, what evidence or information to gather, the questions the participant wants answered, and the access and communication supports they need on the day.
Purpose
To help participants arrive at meetings prepared, confident and able to explain what they need in their own words.
Who it is for
Primary profession: NDIS providers and support coordinators. Also relevant for disability support workers, community services and case workers.
Client or participant group: NDIS participants, families and supporters preparing for a planning, check-in or review meeting.
Practice setting: Support coordination sessions in the weeks before a planning or review meeting.
Suggested uses
- Preparing a participant for a planning or review meeting
- Gathering information from the person and their supporters
- Supporting participants to speak for themselves
- Debriefing after the meeting
Instructions for practitioners
- Start preparation several weeks before the meeting where possible.
- Use the checklist to agree who will gather which information, and by when.
- Help the participant write their own questions and key points.
- Plan access and communication supports for the meeting itself.
- Use the after-meeting page to record outcomes and next steps together.
Instructions for clients or participants
- Tick off each item as you prepare.
- Write down what has changed and what you need.
- Write the questions you want to ask.
- Tell us how you would like the meeting to run.
Accessibility considerations
Short sections with tick boxes. Can be completed over several sessions. Consider Easy Read versions of meeting documents, an interpreter or a support person, and breaks during the meeting.
Scope and limitations
A preparation aid. It is not an official NDIS or NDIA form, does not guarantee any outcome and does not replace advice from an advocate or legal service where that is needed.
Research basis
Person-centred planning shows positive but limited evidence of improving community participation and everyday choice for people with intellectual disability. 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.
- Ibrahim, J. E., & Davis, M. (2013). Impediments to applying the ‘dignity of risk’ principle in residential aged care services. Australasian Journal on Ageing, 32(3), 188–193. https://doi.org/10.1111/ajag.12014
- Ratti, V., Hassiotis, A., Crabtree, J., Deb, S., Gallagher, P., & Unwin, G. (2016). The effectiveness of person-centred planning for people with intellectual disabilities: A systematic review. Research in Developmental Disabilities, 57, 63–84. https://doi.org/10.1016/j.ridd.2016.06.015
- United Nations. (2006). Convention on the Rights of Persons with Disabilities. https://www.ohchr.org/en/instruments-mechanisms/instruments/convention-rights-persons-disabilities
What is included
A 3-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.




