A carer's checklist for the first plan meeting

Home / Resources / A carer's checklist

A Accessable Care TeamPublished 8 July 2026 · 4 min read

Whether you're supporting a partner, child, parent, or sibling through their first NDIS planning meeting, going in prepared makes a real difference to the outcome. Here's what's worth having ready.

Before the meeting

Write down a typical week — what support currently happens, what's missing, and where things are genuinely hard. Concrete examples ("can't shower without help three mornings a week") carry more weight than general descriptions.

Documents worth bringing

Any letters from doctors, allied health professionals, or specialists describing diagnosis and functional impact. Previous NDIS correspondence, if this isn't the first plan. A list of current supports and providers, if any are already in place.

Questions to ask

What happens if funding runs low before the plan year ends? How do we request a change if something isn't working? Who do we contact for day-to-day questions once the plan starts?

After the meeting

Ask for a copy of what's been discussed and when to expect the written plan. It's normal to follow up if it hasn't arrived within the usual timeframe.

Preparing for a plan meeting?

We're happy to help you get ready — free, no obligation.