Planning Conversation Tool
The planning conversation tool is a record of information related to the participant’s current circumstances, needs and supports to guide the development of the plan. This is the essential information for reasonable and necessary funding decisions.

Aspects of The Planning Conversation Tool..
Core Support Needs
Participation
Therapy, Assessments & Training
Work
Assistive Technology
Relationships
Home Modifications
Relationships
Vehicle Modifications
Health & Wellbeing
Home
Lifelong Learning
Home

Core Support Needs
Support needs for home, community, education, work, transport and supported independent living.
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Informal Supports
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Continence Products
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PEG Feeding Products
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Daily Adaptive Equipment
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Interpreting and Translating Services
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Personal Care
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Domestic Assistance
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Household & Household Tasks
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House & Yard Maintenance
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Short-Term Accommodation
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Day Program
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Group Activities
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Community Access
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Support Workers (1:1 Support)
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Supported Holidays
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Social Groups
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Transport

Therapy, Assessment & Training
Capacity building support needs for therapy, assessment and training
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Therapies
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Assistive Technology, Home Modification & Vehicle Modification Assessments
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Fine & Gross Motor Skills
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Social Skills
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Communication Skills
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Emotional Regulation & Meltdowns
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Mobility
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Sensory Regulation
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Executive Function Capacity
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Individual Skill Development
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Orientation & Mobility Training
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Travel Training

Assistive Technology
Support needs for assistive technology and related assessment and training.
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How will the item(s) assist the participant to overcome barriers to living a normal life?
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Barrier: communication, stability when walking, reduce pain, reduce risk of falling, enable greater participation in activities with peers
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Assessments: general assistive technology, prosthetics & orthotics, nutrition and dysphagia & guide dog
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Quotes: date, business name:, practitioners name, profession, items recommended, price of quote

Home Modifications
Support needs for vehicle modifications and related assessments:
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Areas needing modification and why these modifications support the participant to have (i.e. greater access to areas of the home, greater access to areas in the yard or to be more independent
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Quote: date, business name, practitioners name, profession, items recommended, price of quote

Vehicle Modifications
Support needs for vehicle modifications and related assessments:
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Areas needing modification
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Quote: date:, business name, practitioners Name, profession, items recommended, price of quote, information of the vehicle, age of vehicle, kilometres, new vehicle required

Home
Capacity building support needs to improve living arrangements such as support to find, maintain or locate accommodation or to sustain informal care).
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Current Living Arrangements
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Assistance to maintain tenancy
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Skills to be able to move out of the family home
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Risk of homeless or breakdown of informal supports

Participation
Capacity building support to improve social, community and recreational participation
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Barriers to accessing the community
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Current Supports
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What supports exist to do so now
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Increased Participation
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How would other supports increase participation
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Communication strategies
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Supports to be able to do activities such as shopping
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Behavioural support to join local groups
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Mobility and Orientation Training
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Travel Training

Work
Capacity building support to find and keep a job including assistive disability employment
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Do they currently have a job
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Do they have current mainstream supports such as Disability Employment Supports? (DES)
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Are they 16 and wanting to get a part-time job?
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Are you recommending School Leavers Employment Support (SLES)?
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Disability Employment Support (DES)
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Supported Emplyoemnt
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Are their needs better addressed by Job Access funding?
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Do they require a disability employment assessment? (NDIS or Centreline?)

Relationships
Capacity building supports to help improve relationships
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Behavioural Support Plan
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Specialist Behavioural Management Support
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Are there specific issues with family relationships that need to be addressed to increase informal supports?

Health & Wellbeing
Capacity building support to improve health and wellbeing? (i.e. diet or exercise)
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Dietician: date, business name, practitioners name, profession, progress reports, brief summary.
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Exercise Physiologist: date, business name, practitioners name, profession, progress Reports, brief summary
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Lifelong Learning
Capacity building support needs for capacity building to help improve learning including transition from school
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School (Mainstream, Support Unit, Special School, Home Schooling, Teachers Aid)
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What support is provided? (e.g. SSO support, reinforcement of teacher’s instructions, social support at lunch etc.)
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In-Kind Transport
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TAFE & University: have they accessed the available supports on campus?

Choice & Control
Capacity building support to help improve life choices such as support coordination and plan management
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Plan management: agency managed, plan managed, self-,managed. Are they happy with NDIS registered or do they require non-registered providers. Proportion wanting to be self-managed
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Support Coordination: Explain the need for support coordination. Consider how much support is reasonable and necessary
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Streaming Changes
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Risk Assessment
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