NDIS Plan Management and Budgeting

Managing an NDIS plan requires an understanding of how funding is structured and how it should be managed in line with NDIS rules and participant goals. It involves monitoring budgets, checking that claims are accurate and compliant, and keeping participants informed about what is happening with their plan. Plan managers support this process by paying invoices, tracking spending and helping participants understand their funding so that it is used correctly.

This Training Module provides an overview of how to manage NDIS plan funding in a plan-managed arrangement. It explains funding management options, how budgets are structured and monitored, how to review invoices and claims, and how to communicate clearly with participants to support safe and compliant use of their plan.