NDIS Planning Meeting Perth: 9 Essential Steps

Bright Lilly Healthcare has walked dozens of families in Subiaco and greater Perth through their very first ndis planning meeting perth. If the thought of facing an NDIA planner feels daunting, relax—follow the nine practical steps below and you will arrive confident, organised and ready to secure the supports you need.

1. Understand the Purpose of an NDIS Planning Meeting Perth

Your planning meeting sets every budget line in your plan for the next 12 months. The NDIA representative will confirm eligibility details, discuss daily-living challenges, review evidence and agree on funding that matches your goals.

2. Clarify Personal Goals – Use NDIS Goals Examples

Well-written goals drive funding decisions. Aim for 3 to 5 statements that are Specific, Measurable, Achievable, Relevant and Time-bound (SMART).

NDIS goals examples

Learn to prepare lunch independently by December
Increase community participation by joining a weekly art class
Improve mobility enough to walk 200 m unaided within six months
Secure part-time employment in retail by the end of the plan year

Write your goals in plain English and print two copies.

3. Gather Evidence – What to Take to NDIS Meeting

Bring items that prove how your disability affects daily life:

Latest OT, physio or speech reports
Medical specialist letters
Daily-living diaries or caregiver notes
Quotes for assistive technology or therapies
Photo ID for every attendee

Put all documents into a clearly labelled folder so you can find each piece fast.

4. Decide Who Will Attend

Invite people who understand your needs and can prompt you:

Parent, partner or friend
Support Coordinator
Key worker or therapist

Confirm availability early—spots at short notice can be hard to fill.

5. Practise Common Questions

Role-play answers to:

What does a good day look like?
Where do you need the most help?
Which goal matters most right now?

Confidence shows planners you know your own priorities.

6. Create a Cheat Sheet for Budget Requests

Write bullet points for each support category—Core, Capacity Building, Capital—and note preferred providers plus approximate hours or dollars. A cheat sheet keeps the meeting on track.

7. Arrive Early and Stay Calm

Reach the venue ten minutes ahead of time, carry water and a notepad, and remember you can pause to think before answering. The planner expects it.

8. Take Notes or Record (With Permission)

Capture action items, review dates and any follow-up evidence requests. A voice-recording app (with consent) prevents misunderstandings later.

9. Plan Your Next Steps

Once the draft plan arrives, review each budget line within 90 days. If something looks incorrect, request a plan variation immediately.

Next Steps & Ongoing Support

After the meeting, schedule check-ins every quarter to track goal progress. Keep receipts, update diaries and celebrate milestones, each success story becomes powerful evidence at your next review. Bright Lilly Healthcare offers mentoring, group workshops and respite options so you never walk the journey alone.

Reach Out

Call 08 9526 8547 for guidance with ndis planning meeting perth. Connect with Bright Lilly Healthcare on Medium, Facebook and LinkedIn to be the first to hear about our latest news, services, and inspiring stories. Join the journey!