Your plan
What is a plan implementation meeting, and what should you ask in it?
· Written by the Forward Planning Plus team · Last reviewed 22 October 2026
NDIS Registered Provider #4050161030 · Valid invoices processed in 1–2 business days* · Queensland-based team
Already know you want a plan manager for your new plan?
Who this is for: participants with a newly approved NDIS plan, their families and nominees, and support coordinators or recovery coaches who help run the meeting.
General information only. This isn't legal, financial or clinical advice.
What is a plan implementation meeting?
The NDIA describes it as a meeting for you and your my NDIS contact, and "our way of helping you get started with using your NDIS plan".
In the meeting, the NDIA says it will:
- talk you through using your plan
- talk you through what NDIS supports you can buy with your funding
- find providers that meet your needs and will help you work towards your goals
- show you how to use the my NDIS portals and my NDIS app
- answer your questions.
Do I have to have one?
No. It's optional. The NDIA says access to your approved plan and funding isn't affected whether you have the meeting or not.
It suggests the meeting is usually a good idea when you get your first plan, or when your new plan has changes from your last one. You can tell your NDIA planner you want one at your plan meeting.
When and how does it happen?
When?
What the NDIA says: It will make a time within 7 days of your plan being approved, if you want to meet
How long?
What the NDIA says: As long as you need. Usually about an hour
Where?
What the NDIA says: In person, virtually over Microsoft Teams, or over the phone
Who runs it?
What the NDIA says: Your my NDIS contact, or, depending on your situation, your support coordinator or psychosocial recovery coach
Can I bring someone?
What the NDIA says: Yes: a family member, friend, support coordinator, recovery coach or someone else you're comfortable with
Can I reschedule?
What the NDIA says: Yes. Tell your my NDIS contact if the time no longer works, including if your support person can't make it
The NDIA says you'll need evidence of identity and verification, and consent to share information with the people who come with you.
What should I ask in the meeting?
Read your plan first and note anything you're unsure about. Then take these questions.
The NDIA's suggested questions:
- What NDIS supports can I buy with my funding?
- How do I keep my budget on track?
- Where do I find providers, and how do I choose the right one for me?
- When do I need to use a registered provider?
- How do I use the my NDIS portal and app?
- How are my supports paid for? (for plan-managed or NDIA-managed funding)
Questions about how your plan is managed:
- Which of my budgets are plan-managed, self-managed or NDIA-managed? Your plan says which budgets are plan-managed. Plan-managed sections say "This funding is plan managed".
- Is there funding for a plan manager? If any budget is plan-managed, the NDIA includes plan manager funding in your capacity building supports budget. It's a stated support, so it can only pay for plan management.
- Which of my supports are stated? Funding in capacity building categories is stated, so you can't move it between categories.
- Can I change how my plan is managed later? You can ask. The NDIA says you don't have to wait for a new plan, and it will update your current plan if it agrees with your request.
Isn't this where I choose plan management?
your management options
Not usually. The NDIA says it discusses your management options at your plan meeting, before the plan is approved. The plan implementation meeting comes after.
If you didn't ask for plan management, or you've changed your mind, you can still ask. The NDIA says you can ask for a plan manager during your plan, and you don't have to wait until it creates a new plan with you.
Plan-managed participants can choose registered or unregistered providers, except for supports that must use a registered provider, such as SIL, SDA and some behaviour supports. Funding managed by the NDIA has to be used with registered providers. Our plan management page explains what a plan manager does day to day.
What happens after the meeting?
A short checklist for the first weeks:
- ☐ Record your plan manager as a "my provider" if you have one. The NDIA says all plan managers must be recorded as my providers to be paid. You can do it in the my NDIS portal, or by calling the NDIA on 1800 800 110.
- ☐ Tell your providers who your plan manager is, so they know where to send invoices.
- ☐ Make service agreements. The NDIA released a new service agreement template, checklist and guidance on 13 October 2026. You must have one with SDA providers, and they're encouraged for SIL providers. For other supports they're recommended, not required.
- ☐ Check your budgets regularly in the participant portals or my NDIS app. The NDIA says your plan manager should give you a report every month.
- ☐ Expect a check-in. The NDIA says that at the end of the implementation meeting it will arrange a check-in with you at least once a year.
For support coordinators
The NDIA lists support coordinators and recovery coaches as people who may run the plan implementation meeting, or come to it with the participant.
- Share this page with the participant before the meeting, so they can bring the questions above.
- For the full working list, use our NDIS plan implementation checklist for support coordinators.
- If the participant chooses Forward Planning Plus, we work alongside you, their support coordinator. See how plan managers and support coordinators work together.
Ready to set up plan management for your new plan?
How Forward Planning Plus can help
Forward Planning Plus is a registered NDIS plan manager (NDIA registration 4050161030) with a Queensland-based team. Plan management is at no cost to you.
- Valid, correctly submitted invoices processed within 1–2 business days.
- Our portal sends low-funding alerts.
- We call back within 24 hours on business days.
- Call 0405 589 006 or email admin@forwardplanningplus.com.au, Mon–Fri 9am–5pm AEST.
Related reading:
Frequently asked questions
What is an NDIS plan implementation meeting?
It's an optional meeting the NDIA offers once your plan is approved, to help you start using it. The NDIA says it will talk you through using your plan, what supports you can buy, finding providers, and using the participant portals and my NDIS app, and answer your questions.
Is the plan implementation meeting compulsory?
No. The NDIA says it's optional, and access to your approved plan and funding isn't affected whether you have one or not.
When is the plan implementation meeting held?
If you want one, the NDIA says it will make a time within 7 days of your plan being approved. It usually takes about an hour, in person, on Microsoft Teams or by phone.
Who runs the plan implementation meeting?
Your my NDIS contact, or, depending on your situation, your support coordinator or psychosocial recovery coach. You can bring a family member, friend or someone else you're comfortable with.
Do I choose plan management at the plan implementation meeting?
The NDIA says it discusses management options at your plan meeting, before your plan is approved. You can ask to change how your plan is managed during your plan, without waiting for a new plan.
What should I bring to a plan implementation meeting?
Your plan, a list of questions, and anyone you want with you. The NDIA says you'll need evidence of identity and verification, and consent to share information with the people who come with you.
All pages read 22 October 2026. ndis.gov.au shows a notice that it is "updating information on this website to reflect new NDIS legislation", so check the pages again before publishing.
Last reviewed: 22 October 2026
General information only. This isn't legal, financial or clinical advice. For decisions about your plan, talk to your my NDIS contact, NDIA planner or support coordinator. Always check the latest on ndis.gov.au.