How to Prepare for Your First NDIS Meeting
Your first NDIS meeting is an important step. Good preparation can help you explain your needs, goals, daily routines and support requirements clearly.
What Is the First NDIS Meeting?
The first NDIS meeting helps the NDIA understand your disability-related needs, current supports, goals, daily life and future support requirements.
This meeting may include questions about your home life, family support, health, community access, personal care, transport, learning, work, social activities and safety.
Advice Care supports participants and families across Melbourne with information, referrals and NDIS support planning after the plan is approved.
Know Your Goals
Think about what you want to achieve at home and in the community.
List Your Needs
Write down what support you need each day, week or month.
Bring Evidence
Reports, letters and support notes may help explain your needs.
What to Prepare Before the Meeting
Before your first NDIS meeting, it is helpful to write down your daily routines, challenges, goals and current supports. This makes it easier to explain your situation.
You can also ask a trusted person, family member, carer, advocate or support coordinator to help you prepare and attend the meeting if needed.
- Your current health and disability support needs
- Daily routines and personal care needs
- Transport and community access needs
- Current informal supports from family or carers
- Reports from doctors or therapists
- Your short-term and long-term goals
Prepare Early
Writing notes before the meeting can help you feel more confident and organised.
Information HubImportant Areas to Think About
Your NDIS meeting should give a clear picture of your life and the support you need.
Think About Your Goals
NDIS goals are important because supports should connect to what you want to achieve. Your goals do not need to sound complicated. They should explain what matters to you.
For example, you may want to become more independent at home, attend community activities, improve communication, learn daily living skills, access transport, or receive support with personal care.
It is useful to write your goals in simple words before the meeting. You can also explain what support you need to work towards those goals.
Documents That May Help
Medical Reports
Reports from doctors or specialists explaining diagnosis and needs.
Therapy Reports
Reports from OT, speech therapist, psychologist or other professionals.
School or Service Reports
Information from school, support services or community programs.
Support Notes
Notes showing what support is already provided and what help is needed.
Daily Routine Notes
Your own notes about routines, challenges, risks and support needs.
Carer Statement
Information from family or carers about informal support and challenges.
Questions to Ask in the Meeting
It is okay to ask questions during your NDIS meeting. You should understand what is being discussed and what the next steps are.
- What supports can be included in my plan?
- How do my goals connect with funding?
- Can I choose my providers?
- How does plan management work?
- What happens after the meeting?
- Who can help me understand my plan?
Need Support After Your Plan?
Once your plan is approved, Advice Care can discuss service options and referrals.
Make a ReferralNeed Help Understanding NDIS Supports?
Advice Care can discuss service options, support planning and referral pathways across Melbourne.
Contact Advice CareFrequently Asked Questions
What should I bring to my first NDIS meeting?
Bring reports, notes about daily needs, goals, current supports, medical information and any documents that explain your support needs.
Can someone come with me to the meeting?
Yes. You can ask a family member, carer, advocate or trusted person to support you.
Should I prepare my goals before the meeting?
Yes. Writing down your goals can help explain what supports may be needed.
Can Advice Care help after my NDIS plan is approved?
Yes. Advice Care can discuss NDIS services, support planning and referral options after your plan is approved.

