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Sample NDIS plans

The Summer Foundation has developed sample NDIS plans to share with people aged under 65 years living in, or at risk of entering, residential aged care (RAC) and their families, supporters, guardians or nominees.

This guide includes five sample plans for people in differing circumstances with examples of how the NDIS can support participants to exercise choice and control to lead an ordinary life:

Sample NDIS Plans

Sample NDIS Plan A: Working towards leaving RAC to live in the community with appropriate supports from the NDIS

Sample NDIS Plan B: Supporting a younger person to move out of RAC into specialist disability accommodation (SDA)

Sample NDIS Plan Plan C (Year 1): Supporting a younger person with disability and complex support needs to live in SDA in the community

Sample NDIS Plan D (Year 2): This plan shows the following year of supports for a younger person with disability and complex support needs to get an idea of what supports and funding a person might need living in SDA in the community

Sample NDIS Plan E: Living a more fulfilled life in RAC

It can be overwhelming to think about all the services and supports someone may need in a day, week, month or in 12 month’s time. It can also be difficult to understand how much NDIS funding you need to achieve your goals.

These sample plans are to give you a place to start. We have also included a pre-planning tool to help you to develop your own plan and a planning template so you can keep a record of your planning meeting.

Download a PDF version of the Sample NDIS Plans below:

Reasonable and Necessary: Making Sense of the NDIS is a podcast series by the Summer Foundation, hosted by our very own Dr George Taleporos.

Each podcast episode aims to simplify the NDIS for participants, their families and anyone supporting NDIS participants to work their way through the system.

Read More

Reasonable and Necessary: Making Sense of the NDIS is a podcast series by the Summer Foundation, hosted by our very own Dr George Taleporos.

Each podcast episode aims to simplify the NDIS for participants, their families and anyone supporting NDIS participants to work their way through the system.

Read More

Resources for connecting people to the NDIS and finding a suitable place to live

The Summer Foundation has worked closely with hospital discharge staff, people with disability and families to understand the issues around accessing comprehensive disability support.

This toolkit provides targeted information for hospital discharge staff, and staff in acute and rehabilitation hospital settings, relating to the discharge of people aged under 65 years who have acquired a disability.

The toolkit includes the following features:

  • Resources for team members working with younger people with disability and complex support needs
  • Resources to pass on to people with disability and their families, to inform decision making, improve discharge outcomes and facilitate greater access to the community
  • Resources in a range of formats, including checklists, fact sheets, templates, hints and tips, video stories and quick links
  • Separate sections that reflect the different stages of a resident’s connection to the NDIS and beyond

Disability Sector and NDIS Overview

For patients

For patients

Click on the links to download the fact sheets

Resource What is the NDIS and is it for me? Download
Resource Key NDIS roles and how they can support you Download
Resource What are advocates and how can they help me? ⬇Download
Resource Guardians and administrators: What can they do and who decides if I need one? ⬇Download
Resource Moving in to residential aged care? Here’s how the NDIS can support you ⬇Download
Resource How do I choose someone to support me to make NDIS decisions? ⬇Download
Resource Superannuation: How do I know if I can access it early? ⬇Download
Resource What is a Power of Attorney and how can they support me? ⬇Download
Resource Insurance ⬇Download
For staff

For staff

Click on the links to download the fact sheets

Resource Getting the language right: A guide to writing for the NDIS ⬇Download
Resource NDIS at a glance: Useful links and resources ⬇Download

You can view all videos by clicking on the playlist menu (1/8) in the top right hand corner of this video.

NDIS Access

For patients

How to fill out the NDIS Access Request Form

Case study: Financial considerations for people with acquired disability

Financial considerations of moving in to residential aged care

How to get the best out of NDIS – Access stage

For staff

NDIS access: Useful links and resources 

The NDIS: A new landscape for people who acquire a disability

Hospital discharge – Making sense of a new world

Hospital discharge – Looking to the future 

Goal Setting and Planning

For patients

What can I get in an NDIS plan?

What do I take to my NDIS planning meeting?

Support coordinators: Who are they and how can they support me?

For staff

Hospital discharge – Where will I live 

Hospital discharge – NDIS Planning

Individual people need individual responses

Holding out hope

Chris’ experiences with the health system

Achieving goals – from hospital to home

I’m a person before a disability – Karen’s story

An NDIS journey 

NDIS Plan Implementation

For patients

Plan management 

For staff

NDIS implementation: Useful links and resources

NDIS planning: Useful links and resources 

Hospital discharge – Implementing the plan

Matthew’s story

Life after discharge – from hospital to home 

Making the most of this toolkit:

  • The NDIS is currently evolving, and so is the broader disability services landscape. As such, the information in this toolkit is likely to change. For the latest resources, check back on this website, or sign up to our mailing list to make sure you receive the most up-to-date information as soon as it’s available.
  • The term ‘participant’ is used by the NDIS to refer to an individual who is currently registered to access the NDIS. In the residential aged care setting, these individuals are commonly described as ‘residents’. Where the resources in this toolkit refer to a ‘participant’, they refer to a resident of your facility who is already registered with the NDIS, or is likely to be eligible to access the NDIS.
  • The ‘hints and tips’ provided in the resources are based on our own experiences of working with people with disability who have high and complex support needs. There is no effective one-size-fits-all approach to supporting people with disability. All advice should be considered in context of the individual, their goals, and their financial and social circumstances.

For people with disabilities who have complex health and support needs, the experience of being in hospital and the transition out of hospital can be particularly challenging. The risks for the person and their family are high. Getting the support they need, when they need it, requires know-how and collaboration from everyone around them. In particular, they need two large systems – the health system and the NDIS – to be working effectively together.

Health Practitioners are crucial in this, and they need resources that are specific to working with this group of patients.

With funding from the Victorian Department of Health and Human Services, the Summer Foundation has developed tailored resources for health practitioners. These resources cover the entire hospital journey for people with disabilities, from admission to discharge back into the community:

The cover of this guide

Getting the Language Right

How to write effective support documentation for people with disabilities and complex health and support needs seeking access to the NDIS.

booklet cover

NDIS and Health: Working together

A guide for health practitioners and NDIS staff supporting people in their journey from hospital admission, to discharge and safe and supported transition back into community life.

Getting ready for NDIS planning

A toolkit for people with disabilities whose health status calls for specific recognition and tailored support, and who need this to be visible and documented in their NDIS Plans. This toolkit assists them to identify, explore and be ready to include their specific health issues and health risks in their NDIS Plans.

The toolkit is made up of distinct parts. You can download each part below:

About this toolkit

1. Disability and health supports and how the NDIS defines them

2. My details and preferences

3. What would a great life be for me?

4. About my health – being prepared for NDIS planning

5. If circumstances change

6. About my health – being prepared for hospital admission

7. Sources (and further information)

In response to feedback from the SDA panel, the Summer Foundation has developed 2 new resources to help support coordinators and allied health professionals prepare an NDIS participant housing statement.

The Participant Housing Statement Template (with accompanying guide) seeks to ensure that the NDIA provides people with funding that reflects their preferred housing option.

People under 65 in residential aged care (RAC), or at risk of admission to RAC, with complex disability support needs, whose disability prevents them from living in a mainstream housing option, may only need to submit a participant housing statement between 2 and 5 pages long.

The participant housing statement with supporting documentation should be submitted to the NDIA. Supporting documentation includes allied health assessments, carer statements, RAC care plans, incident and police reports. We have developed a Participant Housing Statement Template to assist.

Who this guide is for

This guide is for people in residential aged care (RAC), or at risk of admission to RAC, and others at risk of permanent admission to RAC. For all other NDIS participants testing their eligibility for SDA, we recommend submitting a housing plan. See our How to Write a Housing Plan Guide and Template.


Allied health professional reports must address:
– Section 34, R&N, of the NDIS Act 2013
– SDA Rules 2020, Eligibility, andmeets SDA needs requirement (Rules 11- 18)

Providing extensive evidence to the NDIA supports people’s choice and control and guards against the NDIA funding them to live in a group home.

The decision to supplement allied health reports with a housing plan or a participant housing statement rests with the participant. Consider the circumstances and preferred housing outcome when deciding.