The NDIS guide to plan management explains what plan managers do and what you need to do if you choose plan management.
Plan management is when a provider supports you to manage funding in your NDIS plan. These providers are known as plan managers.
Plan management is different from having the NDIA manage funding in your NDIS plan, or you choosing to self-manage your plan. More information on
ways to manage your funding.
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.
How can I have plan management?
At your planning meeting you can tell NDIS staff that you would like a plan manager to support you.
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.
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 my place participant portal.
• Your friends and family.
• Other online resources and websites.
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:
• The services to be provided.
• How these services will be provided.
• 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.