Plan Management Intensive

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Buying 5 or more places? See our group booking discount

For 5-19 places: Get 20% off by using discount code GROUP20 at checkout
For 20 or more: contact

NB: 'Places' refers to the total number of registrations made and can be spread across any number of courses or learners.

Want to pay by invoice / bank transfer?

Subscriptions: Subscriptions for 1-4 people must be paid by credit card. For larger groups, contact for an invoice
Other training: For all other orders, you can select payment option "Bank transfer" at checkout and we will email you an invoice for your order.

Plan Management is absolutely booming as more and more participants make the most of the spending flexibility offered by Plan Management. The latest quarterly report details funds committed to Plan Management at a massive $279 million.

This one-day intensive will show you how to take your plan management service to the next level. We explore real life examples, focusing on both the technical and person centred aspects of the Plan Management role, including:

  ➤  Successfully navigating plan management responsibilities and role boundaries 
  ➤  Enabling people to unlock their plan's potential 
  ➤  Pricing approach, including the new expectations on set-up fees 
  ➤  Managing payment integrity and payment assurance 
  ➤  Determining which invoices to process 
  ➤  Handling fraud & risk management 
  ➤  Ensuring you meet your quality and safeguarding obligations

As the NDIS keeps rolling out the purple tape and leaving things opaque, we will give you the information you need in this highly interactive course.

Meet our expert facilitators

Suzy Berry

Suzy Berry

April 8

May 7

Team member

Sally Coddington

Dates & times

This is an online workshop delivered via Zoom.

Click on the workshop dates to view the running times in your local timezone. 


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