Many individuals and families tell us they wish they had prepared better for their NDIS planning discussions. At CareAbout, we have created some examples of NDIS plans so you can better understand what your NDIS plan should look like, and what each section is meant to cover. It’s all a valuable way of learning part of your preparation.

What does a NDIS plan look like?

Every NDIS plan varies according to the individual but will be based on your own preferences and needs. Your NDIS plan will include your personal situation, goals, supports and funding.

From time to time the National Disability Insurance Agency (NDIA) changes the appearance of the NDIS plan, but the examples we provide here are consistent with the headings and sections that are used by the NDIA.

In addition to having a look at these example NDIS plans, you might want to look at some of the other NDIS plan resources we have developed based on your feedback. Link to CareAbout NDIS planning resources.

Examples of NDIS plan

Your NDIS plan

The first page of your plan includes your:

  • Name
  • NDIS number
  • Contact details for the NDIS
  • NDIS plan start date AND
  • NDIS plan review date
  • Part 1: About me

Part 1: About me

This section includes a summary about you, your daily life and the people who support you.

Part 2: My goals

This part of your plan lists the goals that you want to work towards during your NDIS plan.

Part 3: My supports

This section lists the supports that help you work towards your goals, including supports you will receive through the NDIS.

The informal supports you receive, such as support from your family and friends, are listed first followed by support from mainstream services and community groups which could include things like government services, school, health services.

The NDIS supports are called reasonable and necessary supports. The funding you receive through the NDIS for your supports are listed and have a table for each of the funded items.

Example 1 NDIS plan – John Citizen

  • Name: John Citizen
  • NDIS Number: 430 123 456
  • Plan starts: 1 July 2018
  • Plan will be reviewed by: 1 July 2019

NDIS will contact me about my plan review before this plan ends. If I have any questions or my circumstances change, I need to contact:

Planner: Mary Template – (03) 1111 2222

The contact details for my local NDIS office are:

Address: 1 Smith St, Suburb, VIC, 3333

Phone: (03) 4444 5555

Email: [email protected]

I will tell the NDIS when something important changes (or is going to change) like starting work or school, changing address or when my goals change.

Part 1: About me

This part of my Participant Statement is about John, his daily life, and the people in his life.

John lives with his parents, Mary and Steve, in the family home in Suburb, Victoria. John is dependent on his parents for most aspects of daily living. His parents work part time and assist with transport to Day Activities.

John regularly attends a Day Program that operates from Monday to Friday, 9am to 3pm and spends the weekend with family. John needs support to access the community and requires constant supervision for safety. John has a limited network beyond his family. John has some language, and limited interpersonal skills. John has had some issues with sensory processing and associated behaviours.

Part 2: My Goals

This part of my Participant Statement lists my goals and things I want to work towards during this plan.

My First Goal is: To contribute to my home life

During this plan I want: assistance with personal care three days a week. NDIS to fund skill building to increase independence in daily living skills. NDIS to fund respite to sustain informal supports.

My Second Goal is: To safely access a variety of daily activities

During this plan I want: NDIS to fund Day Program 3 days a week. I also need a behavioural assessment and management plan to assist others and myself with strategies to attend daily activities. I need funding for assessment and intervention re environmental issues.

My Third Goal is: To travel independently to community activities

During this plan I want: one on one assistance to access community activities once a month. I also want training to build knowledge and skills in mobility. I want funding for transport allowance for independence in travelling.

My Fourth Goal is: To extend life skills

During this plan I want: support worker for training to increase independence in daily living skills such as cooking and gardening.

My Fifth Goal is: Improve communication and social skills

During this plan I want: speech therapy assessment, ongoing intervention and aids to enable improved communication.

Part 3: My Supports

These are the supports that will help me to work toward my goals.

Family and friends (Informal supports)

Who will provide the support? Type of support

Father and Mother: Assistance with all activities of daily living, social interaction, accessing the community, decision making and managing finances.

Services and Community groups (Community and mainstream supports)

This is what the NDIS call ‘community and mainstream’ supports. These supports might include things like health or mental health services, schools or education services, community groups, sporting or hobby clubs or other government services.

Who will provide the support? Type of support

GP Monitoring health conditions

NDIS reasonable and necessary support budgets

I can choose how I spend the amount in each budget listed below by checking the NDIS price list and the matching supports on the NDIS website participant page www.ndis.gov.au/participants.

Where a support is listed in my plan as ‘stated’ I must purchase this support as it is described in the plan. I cannot swap ‘stated’ supports for any other supports listed in the price list.

Transport to access daily activities Budget: $3,850

Reference number: (4 digit number)

How will the supports be paid: NDIS will deposit funds in my nominated bank account each fortnight.

This support budget can only be used from: 1 July 2018 to 1 July 2019

Purpose of support: Transport allowance – currently attending Day Program.

Assistance with daily life. Budget: $63,550 

Reference number: (4 digit number)

How will the supports be paid: NDIS will pay directly for these supports or reimburse me.

This support budget can only be used from: 1 July 2018 to 1 July 2019

Purpose of support: Three hours a week assistance to access the community as attending Day Program, nine hours a week personal care, fourteen days a year in home respite, group program 30 hours a week, two hours a week home maintenance to consolidate informal supports.

Improved daily living skills Budget: $3,980

Reference number: (4 digit number)

How will the supports be paid: NDIS will pay directly for these supports or reimburse me.

This support budget can only be used from: 1 July 2018 to 1 July 2019

Purpose of support: 20 hours a year for occupational therapy and speech therapy assessment and intervention

Increased social and community participation Budget: $3,490

Reference number: (4 digit number)

How will the supports be paid: NDIS will pay directly for these supports or reimburse me.

This support budget can only be used from: 1 July 2018 to 1 July 2019

Purpose of support: 52 hours a year of capacity building to increase ability to access community.

Total NDIS Plan Amount – $74,870 

Example 2 NDIS plan – Sarah Doe (child under 7 years old)

Personal Details

The NDIA will be in contact with you about your plan review before this plan ends

  • Name: Miss Sarah Doe
  • Date of Birth: 01/01/2015
  • NDIS Number: 430111111
  • Plan Length (months): 12
  • Scheduled Review Date: 01/01/2019

Part 1: About Me

Living arrangements, relationship and support – Sarah lives at home with her mum and dad, and two sisters. She is currently cared for at home.

Daily Life – Sarah is a happy and outgoing little girl. She is very determined and resilient. Sarah enjoys going to the park and the swimming pool. She loves people and music.

Part 2: My Goals

My Plan’s Goal(s):-

Daily life: For Sarah’s gross motor skills to be developed. For Sarah to develop her overall hand strength, grasping skills and manipulation.

Daily life: For Sarah to develop her vocabulary and functional speech in order for her to be able to answer yes/no questions and respond to one to two-word commands.

Medium to Long Term Life Goal(s):

Daily life: For Sarah self-help skills to be developed including starting to be able to dress independently, drink independently from a cup.

Daily life: For Sarah to be able to follow one step instructions.

Daily life: For Sarah to continue receiving support from her family on daily basis.

Part 3: Informal, Community and Mainstream Supports

Support Type (Description; Current/New; Frequency; Related Goal; Support Category)

Informal: Sarah lives at home with her mum and dad who are her full-time carers. The wider family do not live locally, or are not able to provide safe, reliable care on a regular or ongoing basis. Current goal is for Sarah to continue receiving support from her family on daily basis.

Mainstream: Sarah has a regular GP and sees her Paediatrician twice a year. Sarah also visits hospital for a range of issues, on a quarterly basis. Current goals are Sarah used to attend child care but has had to reduce this because it was not successful. Sarah attends swimming pool every weekend and assisted by her parents.

Part 4: My Supports

Category (Item; Item Budget; Category Budget ($))

CB Daily Activity      $35,110.48

Consumables           $11,206.03

Approved Support Budget; Approved Funds

CB Daily Activity      $35,110.48

Core *                         $11,206.03

Totals                         $46,316.51

*Core consists of Consumables, Daily Activities, Social and Community and Civic Participation Categories only.

Total:       $46,316.51