NDIS Guide to Plan Management

To help you understand plan management, we have released the NDIS Guide to Plan Management, with an easy read translation:

This guide will help you to understand:

  • Shield Tick SVG Icon What to expect from plan management

  • Shield Tick SVG Icon The roles, responsibilities and activities of plan management providers

  • Shield Tick SVG Icon The broader system plan management providers operate under.

Why use a plan manager?

A plan manager can help you:

  • Increase your financial and plan management skills

  • Learn how to self-manage your plan

  • Pay providers

  • Increase your choice of providers

  • Get NDIS plan budget reports and greater budget oversight.

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How can I have plan management?

  • Shield Tick SVG Icon At your planning meeting you can tell NDIS staff that you would like a plan manager to support you.

  • Shield Tick SVG Icon The NDIS will include funding in your plan to pay for your plan manager. This is separate from your other services and supports in your budget.

  • Shield Tick SVG Icon If you are mid-plan and want to change, contact us to discuss how you can include plan management in your plan.

How do I find and connect with a plan manager?

You can find and connect with a plan manager through:

  • Your Local Area Coordinator, early childhood partner or support coordinator

  • The Provider Finder tool on the NDIS myplace participant portal

  • Your friends and family

  • Other online resources and websites.

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After I have connected with a plan manager, what do I do?

Once you have connected with a plan manager, you should create a service agreement.


A service agreement outlines:

  • Shield Tick SVG Icon The services to be provided

  • Shield Tick SVG Icon How these services will be provided

  • Shield Tick SVG Icon How long they will be your plan manager

How do I change plan managers?

  • You can choose your plan manager. You can also change your plan manager during your plan.

  • If you wish to change, you will need to tell your plan manager. They will provide you with information about your plan and help you to change.

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Complaints and feedback

  • Shield Tick SVG Icon If you have a complaint with the service of your plan manager, start by having a discussion with your plan manager. They may be able to resolve the issue.

  • Shield Tick SVG Icon If you are not happy with that outcome or you do not want to discuss the matter with your plan manager, you may lodge a complaint with the NDIS Commission .

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