Switching to NDIS plan management: A path to empowerment

A person feeling empowered making the switch to NDIS Plan Management.

The journey with the National Disability Insurance Scheme (NDIS) is filled with choices and decisions that impact the lives of participants. Among these choices is how to manage your NDIS plan. Switching from agency or self-management to plan management can seem daunting at first, but it’s a step towards greater flexibility and control over your supports and services. This blog post will guide you through the reasons for making the switch, the benefits, and how to make the transition as smooth as possible.

Understanding your management options

The NDIS offers three ways to manage your funding: self-management, agency (NDIA) management, and plan management. Each option has its unique benefits and limitations. Self-management offers the most control but requires a significant investment of time and effort. Agency management relieves you of the administrative burden but offers the least control over providers. Plan management sits comfortably in the middle, providing both flexibility and ease.

Why switch to plan management?

Plan management offers the best of both worlds. You get the flexibility to choose any service provider, whether they are NDIS registered or not, and you don’t have to worry about the paperwork. Here’s why making the switch can be beneficial:

  • Freedom of Choice: With plan management, you can access a broader range of service providers, giving you the freedom to choose who best meets your needs.
  • Expertise on Your Side: Plan managers are knowledgeable about NDIS policies and can help you navigate the system, making sure you get the most out of your plan.
  • Save Time and Reduce Stress: The administrative tasks, such as processing invoices and tracking budgets, are handled by your plan manager, allowing you to focus on your goals.

How to make the switch

  1. Understand Your Needs: Before making the switch, consider why plan management might be a better fit for you. Do you need more flexibility? Are you looking for support with the financial aspects of your plan? Understanding your needs will help you make an informed decision.
  2. Research Plan Managers: Look for a plan manager that aligns with your needs. Consider their reputation, the services they offer, and their communication style.
  3. Contact the NDIA: Inform the NDIA of your decision to switch to plan management. This can be done through a phone call or a planned review meeting.
  4. Amend Your Plan: Your plan will need to be updated to include plan management. This doesn’t affect your overall budget, just how it’s managed.
  5. Choose Your Plan Manager: Once your plan is updated, you can officially engage a plan manager. They will work with you to understand your plan and how best to utilise your funds.


Can I switch back to self-management or agency management if plan management isn’t right for me?
Yes, you can switch your management option by requesting a change through the NDIA.

Does switching to plan management cost extra?
No, the costs associated with plan management are covered by the NDIS, so it does not reduce the funds available for your supports.

How long does the transition take?
The time frame can vary depending on your circumstances and the NDIA’s processing times. It’s best to discuss this with your plan manager for a more accurate estimate.

My Care Planner can help

Switching to plan management in the NDIS is a move towards greater control and ease in managing your supports. With the right plan manager by your side, you can navigate the NDIS with more confidence, making sure your plan works for you in the best way possible. Remember, this choice is about finding the balance that works for your individual needs and lifestyle, empowering you to focus on achieving your goals.

Our experienced NDIS plan managers are here to help you understand your NDIS budget and make the most of your NDIS funding. Call us on 1800 954 480, email us at info@mycareplanner.com.au or sign up online today!

A person feeling empowered making the switch to NDIS Plan Management.

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