Free 30 day checklist
New NDIS plan? Start strong.
Just got your new plan? This 4 page checklist walks you through your first 30 days, so every support gets up and running and nothing slips through.
- What to check in your first 3 days
- A week by week setup plan you can tick off
- A service agreement checklist for before you sign
Why it matters
of funding was actually used by participants not in supported living
is all you get to ask for an internal review if your new plan isn't right
to get every support booked, so your funding doesn't sit unused
Source: NDIS Quarterly Report to disability ministers, Q4 2025-26.
What's inside
4 pages. 30 days.
Check these first
Plan dates, funding, goals and anything missing, plus your review deadline.
Your 30 day checklist
What to do in days 1 to 3, week 1, week 2 and weeks 3 to 4, plus a day 30 check.
Your plan at a glance
Fill in your dates, budgets, safe weekly spend and providers in one place.
Before you sign
A service agreement checklist and the key dates for your calendar.
Reassessment coming up instead? Grab the free Plan Review Quick Guide.
Free checklist + free setup chat
Get your checklist. Get a hand too.
Download it straight away. Then tick "Yes, I'd like a free setup chat" and one of our coordinators will call to help get your new plan working.
Providers booked
We find and book providers in the Shire, including those tricky therapy waitlists.
Agreements checked
We read every service agreement with you before you sign.
Budget on track
We set your safe weekly spend so your funding lasts the whole plan.
If support coordination is in your plan, there's nothing out of pocket. Not sure if it is? We'll check for you.
New plan?
Start strong.
The first 30 days with a new NDIS plan set the tone for the whole year. Use this checklist to get every support up and running, and to spot problems while there's still time to fix them.
Check these four things first
1. Your plan dates
Note your start date, end date and reassessment date. Put them in your calendar today.
2. Your funding
How much is in each budget, and is it NDIA managed, plan managed or self managed?
3. Your goals
Are they in your words, and do they match what you asked for at your check in?
4. Anything missing
Is a support you need missing? Are any supports stated, meaning they must be used exactly as written?
Something not right?
You have 3 months from getting your plan to ask for an internal review. Don't wait and hope it works out. Call us and we'll help you put the request together.
Many new plans release funding in periods (often every 3 months). Check how yours works in the myNDIS portal so you don't run short before the next release.
Your checklist
30 days to a plan that works.
Read and check
- Read your whole plan, twice
- Log in to the myNDIS portal or app
- Save a copy of your plan somewhere safe
- Write down anything that looks wrong
- Put your reassessment date in your calendar
Get organised
- Book your plan implementation meeting
- Call your plan manager if you have one
- Tell your providers you have a new plan
- Check your funding periods and release dates
- List the questions you still have
Lock in providers
- Ask each provider for a service agreement
- Check prices are within NDIS price limits
- Check cancellation and notice terms
- Join therapy waitlists now, not later
- Share your plan goals with each provider
Set up for the year
- Work out your safe weekly spend
- Set up a folder for invoices and reports
- Ask therapists to link sessions to your goals
- Book a budget check in every 3 months
- Ask for an internal review if you need one
Your day 30 check
- Every support has started or is booked
- Service agreements are signed
- Spending is on track for this period
- You know who to call when you need help
Our top tip
Therapy waitlists in the Shire can run for months. Join them in your first two weeks, even if you're not ready to start, so your funding doesn't sit unused.
Rather have us in your corner?
We prepare evidence, set strong goals and sit in on check ins. If support coordination is in your plan, it costs you nothing out of pocket.