5 tips for getting the most from NDIS planning meetings over the phone

The NDIA is doing most planning and plan reviews over the phone or email to reduce face-to-face interactions.

Here are some tips for getting the most out of your NDIS phone planning meeting and getting a plan that’s right for you.

1. Be prepared

We know we talk a lot about being prepared, but this really is the key to getting the supports you need. The more prepared you are the better!

Part of your preparation will be gathering reports and assessments about your condition. This helps your planner understand as much about you as possible.

Also, if you’re having a plan review meeting, you’ll need to provide any important information and evidence about changes to your support needs and goals since your last plan.

Since you won’t be meeting in person, it’s a good idea to email these to your ECEI Coordinator, LAC or NDIA planner before your meeting. If you’ve used Scope’s NDIS Planning Tool, send them the personalised guide you received from Scope as well.

You’ll also need to let them know if you want your plan to be in place for 12 or up to 24 months, so have a think about this before the call too.

Start preparing with Scope’s Planning Tool.

2. Set yourself up

  • Once you know when your NDIS phone planning meeting will be, block it out in your diary. Allow at least an hour, but it could take longer depending on your situation.
  • Write down who you are going to talk to.
  • Find a quiet spot with good phone reception where you won’t be interrupted, if possible.
  • Turn off or silence any electronic devices you don’t need, and make sure you have charged your phone.
  • Avoid using your phone on speakerphone mode if you can. It can make it harder to hear people clearly.

3. Get help

Having someone there to support you in your planning meeting can be helpful, whether it’s in person or over the phone.

If you decide to have a friend, family member, or someone else in the meeting, check they are available and make sure they know when the meeting is.

If the person helping you can’t be with you in person, tell your planner their name and phone number. Your planner will dial them in separately for you when you have the meeting.

4. Speak up

It can be harder to understand people over the phone, so don’t be afraid to ask your planner to repeat themselves. Feel free to ask them to explain something or stop and give you time to catch up while you take notes.

Use your personalised guide from Scope’s NDIS Planning Tool to write down what you want to say before a phone call. Prepare your own checklist and tick-off everything on your list before you end the meeting.

5. Write that down

Whether you, or the person supporting you, use an electronic device or good old-fashioned pen and paper, it’s good to take notes throughout the meeting.

You can refer to these later and they’ll be useful if you need to follow up with your ECEI Coordinator or planner about something.

Before you finish up the call, make sure you’re clear on the next steps for everyone and when you should expect to receive your plan.

Scope is here to help

As a recognised NDIS provider, Scope is here to help you get the most from the NDIS. We can work with you to tailor a plan that meets your current needs and helps you work towards your future goals.

Ready to get started? Contact us today.