,

Planning Meeting Preparation Pack

A practical pack that helps participants and supporters prepare for a planning or review meeting: what has changed, what to bring, questions to ask and how the meeting should run.

Preview of the first page of Planning Meeting Preparation Pack
Download PDF (3 pages)

Free to download. Plus members also get an editable Word version. See 399 more with Plus

Log in to save this resource

Client 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.
Format
Checklists, Templates and planning tools
Details
A4 PDF, printable
Pages
3
Editable version
Word (.docx), for Plus members
Demographics
Adults
Age groups
Adults, Young adults
Access
Free
Resource code
PP-NDIS-002
Version
1.0

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

  1. Start preparation several weeks before the meeting where possible.
  2. Use the checklist to agree who will gather which information, and by when.
  3. Help the participant write their own questions and key points.
  4. Plan access and communication supports for the meeting itself.
  5. Use the after-meeting page to record outcomes and next steps together.

Instructions for clients or participants

  1. Tick off each item as you prepare.
  2. Write down what has changed and what you need.
  3. Write the questions you want to ask.
  4. 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.

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.

Members also use

Go further with Plus

Plus members get 399 more practical resources like these, each with practitioner notes, a research basis and an editable Word version, from $11.99 a month billed yearly ($143.88 a year).

See Plus membership
Plus membersTemplates and planning tools

For NDIS providers and support coordinators

Communication Access Plan for Meetings

A plan for making meetings accessible for participants with communication needs, covering preparation, communication methods, supports, the environment, pacing and checking understanding.

Communication access · Meeting preparation

Plus membersPractitioner and facilitator guides

For NDIS providers and support coordinators

Risk Enablement Conversation Guide

A guide for supporting participants to take reasonable risks that matter to them, exploring benefits, possible harms, ways to reduce harm and the participant's…

Choice and control · Dignity of risk

Plus membersChecklists

For NDIS providers and support coordinators

Worker Induction Checklist for My Home

A participant-led induction checklist for new support workers, covering getting to know me, my routines, my home, my preferences, safety information and how I…

Choice and control · Person-centred planning

Practitioner Plus membership

Spend less time searching and more time with people.

Start with a free account, then upgrade to Plus for the full premium library, favourites and new releases.