Guides and resources

    NDIS guides and resources

    Plain-English guides on plan management, budgets, invoices, plan reviews and switching plan managers. Written by our team and referenced to current NDIA guidance.

    Read the plan management guideOr check an invoice against NDIS requirements

    Decision guides and checklists

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    Showing 12 guides

    Maximising

    NDIS Budget Overspend & Underspend — What It Means and How to Fix It

    Learn how to prevent NDIS overspend or underspend. Discover practical tips to stay on track and see how Forward Planning Plus keeps participants financially confident.

    18 min read
    Process

    Are You Eligible for the NDIS?

    Check your NDIS eligibility, learn the step-by-step application process and avoid common mistakes – plain-English guide by Forward Planning Plus.

    8 min read
    Understanding

    Which NDIS Funding Model Is Right for You?

    Learn which NDIS funding model suits participants, nominees, and support coordinators best. Compare plan-managed, self-managed and agency-managed options in this clear guide.

    10 min read
    Understanding

    How to Read & Use Your NDIS Plan Effectively

    Learn how to understand your NDIS plan, track budgets and get value from your funding. Plain-English guide for participants, nominees and Support Coordinators.

    9 min read
    Understanding

    Understanding Your NDIS Budget — Core, Capacity & Capital Explained

    Clear, plain-English guide to NDIS budgets — Core, Capacity & Capital. Learn what each budget covers and how to manage funds effectively with plan management support.

    10 min read
    Understanding

    NDIS Goals & Progress Tracking — How to Set, Measure & Achieve Them

    Learn how to set, measure and achieve your NDIS goals. Plain-English guide for participants, nominees and Support Coordinators. Includes free goal tracker workbook.

    10 min read
    Understanding

    NDIS Plan Reviews & Change of Circumstances — When and How to Request One

    Learn when and how to request an NDIS plan review or Change of Circumstances. Free checklist included.

    9 min read
    Understanding

    NDIS Invoices, Payments & Reimbursements Explained

    Learn how NDIS payments work, what invoices need, and how to claim reimbursements quickly.

    14 min read
    Understanding

    What Does a Plan Manager Actually Do?

    Discover what NDIS plan managers do and why it's completely free for participants. Learn how plan management simplifies budgets, payments, and provider choices.

    12 min read
    Understanding

    NDIS Plan Management Myths & Misconceptions — Busted!

    Think plan management is complicated or expensive? Discover the truth behind common NDIS myths and learn how Forward Planning Plus makes plan management simple and free.

    14 min read
    Process

    Preparing for Your First NDIS Plan Meeting

    Learn what to expect at your first NDIS plan meeting. Discover what to bring, how to set goals, and how plan management helps from day one.

    15 min read
    Switching

    How to Switch NDIS Plan Managers

    Step-by-step guide to switching your NDIS plan manager. No NDIA approval needed — your supports continue uninterrupted.

    5 min read

    Ready to talk about your plan?

    You do not need NDIA approval to choose or change your plan manager. If you decide to switch, we handle the notification and hand-over.

    Get started with registrationTalk to our team