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Preplanning

Preplanning is a conversation with the participant to gather detailed information regarding their situation, current and potential mainstream, informal and community supports, and the impact their disability has on their life. The planning conversation explores the participant’s goals, aspirations, current life circumstances, supports, strengths and abilities to maximise achievement of goals. The planning conversation tool takes into account:

  • The person’s support needs, strengths, abilities and preferences for services to meet their goals.

  • Information about the participant’s current situation and needs under each of the support domains.

  • Focus on goals to enhance greater participation and independence in daily life

  • Give attention to vulnerabilities, safeguards and supports required to sustain informal care

  • Consider informal and mainstream supports in relation to the different domains

  • What supports may assist the participant to achieve outcomes and reach their goals.

Aspects of Preplanning...

Functional Assessment
Family Outcomes Questionnaire
Participant Statement
Risk Assessment
Outcomes Questionnaires
Guided Planning Questionnaire
Participant Outcomes Questionnaire
Planning Conversation Tool

Functional Capacity Assessments

The functional capacity assessment helps understand the participant’s support needs. The functional capacity assessment is screening tools to determine the severity of a participant’s disability and the impact it has on one’s life.

Participant Statement

The participant statement contains important information that is printed on the participant’s plan. It provides information about the participants:

  • Living Arrangements

  • Social arrangements

  • Relationships (i.e. important people like friends and family)

  • Informal, community & mainstream supports

  • Community or recreational activities

  • Daily Life (i.e. a typical day, what is done and when)

  • Plan goals

  • Medium to long-term goals

Outcomes Questionnaire

The Outcome Questionnaire enables the agency to measure participant outcomes over time and better understand links between outcomes and key factors such as supports received, participant characteristics and other factors. The outcome questionnaire assists:

  • Determine how participants are progressing different areas of their lives

  • Participants to identify improvements and areas requiring further investment &

  • Benchmarking against key outcomes across the 8 life areas or outcome domains

  • Track the progress of the NDIS to help it improve

  • Gauge the impact that the scheme is having on participants, their family and/or primary carer

  • See how outcomes and experience change over time

Participant Outcomes Questionnaire

The Participant Outcomes Questionnaire collects important information on how participants are progressing in different areas of their lives. This provides the agency with a picture of:

  • How and where the scheme is making a difference

  • How participants are progressing and

  • Whether any adjustments need to be made.

Family Outcomes Questionnaire

The Family Questionnaire assists the agency to understand the experience and outcomes of families and caregivers involved in a participant’s life. This helps the agency gauge the impact that the scheme is having on the family and/or primary carer.

Risk Assessment

The risk assessment enables a participant to identify risks and safeguards associated with the participant and support network. The risk assessment determines the participant and/or their representatives:

  • Risks

  • Plan management preferences

  • Compensation factors   

  • Plan duration

  • Nominee requirements

  • Safeguards

  • Participant Vulnerability

  • Decision Making Capacity 

Guided Planning Questionnaire

The guided planning questions are a series of questions that assist with the development of the participant’s plan. The questions explore a participant’s support needs across multiple life domains. The responses are a key component for the development of a participant’s plan. It determines how participants manage their everyday activities, and attempt to understand a participant’s abilities, needs and current supports to help develop a plan to suit their individual needs. The questionnaire explores:

  • Self-care

  • Current support

  • Community participant

  • Assistive Technology & Equipment (Current & Future Needs)

  • Mobility (home and community)

  • Consumables (i.e. continence, PEG feeding)

  • Independence

  • Level of need to support for plan implementation

  • SLES

  • Capacity Building, Employment & Education

  • Behaviours of Concern

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. This includes

  • Core Support Needs: support needs for home, community, education, transport and supported independent living

  • Capacity building support needs for therapy, assessment and training

  • Assistive Technology

  • Vehicle Modifications

  • Home Modifications

  • Home: capacity support needs to improve liviing arrangements

  • Participation: capacity support needs to gain skills to improve social, community and recreation participation

  • Work: capacity building support to find or keep a job including assistive disability employment such as SLES, DES, supported employment and job access

  • Relationships: capacity building supports to improve relationships such as behaviour support plan and specialist behavioural management support

  • Health & Wellbeing: Capacity building supports to improve diet, exercise, health and wellbeing

  • Lifelong Learning: capacity building supports to help improve learning including school and transition from school

  • Choice and control: capacity building support to help improve life choices such as support coordination and plan management

Planning Conversation Tool
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