NDIS in 5 easy steps

  • 1Check your eligibility1

    Once you know that you are eligible for NDIS support, it’s a good idea to start preparing (see step 2).

    If you are already receiving services from Endeavour Foundation, we will get in touch with you to assist you in preparing for the NDIS roll out in your area.

  • 2Start thinking about your needs and goals2

    Before you meet with your NDIA planner, it’s a good idea to start thinking about your needs, goals and aspirations. The planning process covers all areas of your life, so it’s important to give yourself plenty of time to think this through. You can choose to have family, carers, friends or others to be part of your decision-making or to support you in the planning process, including the meeting with your planner.

    How we can support you through the planning process:

    • We have produced a pre-planning booklet, Mapping My World, to make it easy for you to think about the supports you want and need – now and in the future – before meeting with your NDIA planner. Please visit our resources page to download your copy.
    • Our NDIS helpline is here to help you with any questions you may have about the NDIS and the planning process – call us on 1800 112 112 or email us here.
    • We hold regular NDIS information forums for people with a disability, families and carers in upcoming rollout regions.
    • We are able to offer one-on-one pre-planning sessions to current customers to assist them in preparing for their first meeting with their NDIA planner.
    • We are able to support you during your NDIA planning meeting, if you wish. Decisions about your support plan and your NDIS funding package, however remain yours to make with your NDIA planner.
  • 2Meet with your planner and develop your plan2

    You will be contacted by an NDIA planner or Local Area Coordinator to arrange a meeting at a time that is convenient to you. During this meeting they will discuss your goals, work through the supports and services you currently receive and those you’d like to receive in future, in order to develop your individualised plan. Bring your completed pre-planning booklet (step 2) with you, along with any other relevant documentation from current providers, or medical professionals. The planner doesn’t necessarily need to see all of this, but it is useful to have it on hand in case you need to refer to it.

    Your plan will be based on your goals, circumstances and needs and can include things like your living arrangements, employment, transport, social activities and aspirations. Some people may require more than one meeting with their planner. In the past these have taken place face-to-face or over the phone but the NDIS has now said that most, if not all, planning meetings will now take place face-to-face (unless you prefer otherwise).

  • 4Put your plan into action4

    As part of the planning process, you get to decide what works best for you in putting your plan into action and managing funding and service providers that best suit your needs. Depending on how you choose to manage your funding (in step 3), you can either: manage the funding yourself, nominate someone (often a family member) to manage your funding for you, use a registered plan management provider or have the NDIA manage the funding for you.

    Endeavour Foundation is able to assist you in implementing your plan and connecting you to supports as part of support coordination that can be funded under your NDIS plan.

  • 5Yearly review of your plan5

    You will review your plan with your NDIS planner at agreed review dates, usually about every 12 months, to see what’s working and what’s not. If your circumstances change, you can request a review at any time.

Blogs and NDIS information you maybe interested in

Get ready for the NDIS with these pre-planning tools

A pre-planning booklet to help you to think about the supports you want and need – now and in the future – before meeting with your NDIA planner.



Discover guide to the NDIS

A practical, comprehensive guide to the NDIS, to help people understand the various components of the NDIS and how to access them.



NDIS FAQs and Glossary of Terms

A handy guide of NDIS FAQs and a glossary so you can familiarise yourself with NDIS language before your planning meeting.



NDIS tools and resources


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5 things people forget to take to their planning meeting


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Transport under the NDIS


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