Running a Successful Plan Management Business

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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 booming as many more participants take advantage of the spending flexibility it offers. The NDIA's latest data scopes the Plan Management market at 220,480 people (51% of all NDIS Participants) and a massive $279 million, annual spend. This is a huge opportunity.

This one-day workshop will suit both large and small providers as well as those considering entering this market. We will explore how to build and grow a financially viable Plan Management business, including:
  ○  Current and forecast service demand
  ○  Essential design elements for a high-quality service
  ○  An examination of best practice
  ○  Plan Management systems and processes
  ○  Key considerations for ensuring service viability
  ○  Building and retaining a first-class Plan Management team
  ○  Identifying important partnerships and the essentials of stakeholder management
  ○  Growing your Plan Management business including client acquisition and opportunities for diversification

Meet our expert facilitators

Suzy Berry

Suzy Berry

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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