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Resources and checklists

Helpful resources, guides and checklists so you can make the most of your NDIS plan.

Getting your plan

Be prepared: Your NDIS planning meeting checklist

A checklist to help you communicate your needs

ILC/plan management request letter

A letter you can give to your local area coordinator or NDIA planner asking them to include plan management in your NDIS plan.

How to get plan management in your NDIS plan

How to get plan management included in your plan.

What is an NDIS goal?

What are NDIS plan goals for and how do I write them?

How to set NDIS goals

Tips on how to set NDIS goals and examples of goals.

Using your plan

How to find and choose providers

NDIS provider directories to help you find the right providers for you.

Guide to NDIS support categories

Breakdown of NDIS support categories.

NDIS dictionary

Breakdown of NDIS jargon and technical terms.

Sharing electronic access to your NDIS plan

At My Plan Manager, it's our mission to provide you with market-leading support to manage your NDIS plan and process your invoices.

That’s why we ask you to provide us with electronic access to your NDIS plan – which you can do safely and securely through myGov.

A PDF copy of your NDIS plan doesn’t allow us to see changes or updates as they happen, but with electronic access to your plan, we can better support you.

Click here for a simple-to-follow guide to providing us with the access we need to better support you.

About NDIS plans

What is NDIS plan management?

What to expect with NDIS plan management.

Who's who in the NDIS?

What are the roles of NDIA planners, local area coordinators, support coordinators and plan managers, and what do they do?

My Plan Manager documents

My Plan Manager Service Agreement

A full service agreement between you and My Plan Manager when you sign up with us.

My Plan Manager Plain English Service Agreement

A plain English version of the agreement between you and My Plan Manager when you sign up with us.

My Plan Manager Easy Read Service Agreement

An Easy Read version of the agreement between you and My Plan Manager when you sign up with us.

My Plan Manager Client Feedback & Complaints Statement

How to give feedback to My Plan Manager, and how we promise to follow up on your suggestions or complaints.

My Plan Manager Privacy and Dignity Policies & Procedures

How to give feedback to My Plan Manager, and how we promise to follow up on your suggestions or complaints.

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