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How to use or fill out the AU Template: NDIS Pre-Planning online

The AU Template: NDIS Pre-Planning is an essential document for individuals preparing for their first National Disability Insurance Scheme (NDIS) plan or review. This comprehensive guide will walk you through the process of filling out the template online to ensure a thorough and effective planning session.

Follow the steps to fill out the NDIS Pre-Planning Template effectively.

  1. Press the ‘Get Form’ button to obtain the AU Template: NDIS Pre-Planning and open it in your preferred online document editor.
  2. Complete the NDIS participant information section, providing details such as your name, NDIA number, date of planning meeting, date of birth, address, phone number, and email address. If applicable, include details of your preferred contact person and method.
  3. Fill out the background and participant statement section. Provide a concise summary of the participant's health and disability background, including current functional capacity and daily participation.
  4. Document participant goals. Clearly outline the goals you wish to achieve through supports, ensuring they are broad enough to allow flexibility in your NDIS plan.
  5. Identify informal and mainstream supports by listing any assistance from family, friends, or community services. Include descriptions and contact details for these supports.
  6. Complete the NDIS support plan, detailing core supports, capital supports, and capacity building supports. For each category, select relevant support items from the drop-down menus provided, and document clinical justifications and payment methods.
  7. Review the daily support and care plan. Break down the daily routine by specifying times, assistance required, who provides support, and for how long.
  8. Once you have filled out all sections of the document, ensure to save your changes. You can choose to download, print, or share the completed form for your records.

Begin filling out the AU Template: NDIS Pre-Planning online today to prepare for your planning meeting.

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Planning meeting checklist prior to your meeting Write down any questions you'd like to ask. Decide who you would like to come to your planning meeting with you. Gather any other information or reports you think would be helpful for the NDIS to understand the impact of your disability and your personal circumstances.

Core supports budget Consumables (e.g. purchasing everyday use items such as continence aids) Daily Activities (e.g. assistance with self-care activities during the day or evening) Assistance with Social and Community Participation (e.g. supports to enable you to engage in social or recreational activities)

Your plan will include the following information: Information about you. This section includes basic information about your disability, your day-to-day activities, where you live, who you live with, or who cares for you. Family and friends. ... Services and community groups. ... Your goals. ... Funded supports.

Check in on your plan regularly If your plan is set up for a year, check in on it at the six-month mark or at the year mark if it's a two-year plan. My Plan Manager can help you with budget management to keep you on track with your spending while making sure you're getting as much value as possible from your plan.

Goals can be short-term or long-term, and you should try to have a mix of both in your NDIS plan. Rather than making your goals too specific or focused on supports, instead think about what you'd like to achieve more broadly. This will allow you to use your funding to access a wider range of supports.

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