Plan
A plan is the document the NDIA creates with a participant that sets out their supports, budgets, and how funding can be managed.
A plan is the core document of the scheme. It records a participant’s goals, the supports built around those goals, and the budgets those supports sit under.
A plan also states how its funding can be managed, whether that is self-managed, plan-managed, agency-managed, or a combination across different budgets. This choice affects who a participant can buy supports from and how invoices get paid.
Plans are not permanent documents. They run for a set period and are reviewed through a plan reassessment, where goals, supports, and budgets can change to reflect a participant’s current circumstances.
Related terms
Related tools
Plan Benchmark
Plan Spend Tracker
Track spending against each budget through your plan year.
Plan Utilisation Checker
Your plan spend beside the official average for your cohort.
Related articles
Plans & Budgets guide
NDIS Plan Management: Self, Plan, and Agency Managed
The three ways an NDIS plan can be managed - self-managed, plan-managed, and agency-managed - and how each changes provider choice and paperwork.
Self-Managed vs Plan-Managed NDIS: Which Suits You?
The real differences between self-managing and plan-managing an NDIS plan - control, paperwork, provider choice, and how to switch.
Sources
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