Support Coordination Check-Ins: What to Prepare Each Month

Monthly check-in purpose: outcomes, barriers, and next actions

A monthly support coordination check-in helps you confirm what’s working, what’s not, and what needs to change in the next month. Start by looking at your goals from your NDIS plan and list the outcomes you’re aiming for right now. Then note what has actually improved (for example, more reliable service bookings, better communication, or progress toward your daily living goals). If something didn’t happen, don’t just record it—write what you expected to happen and what the gap is.

Next, identify the barriers that got in the way. Common issues include provider availability, unclear prices, communication problems, delays with reports, or supports not matching your goals. Also consider plan management factors: if you’re using MyMoney NDIS (www.planmanager.net.au), check whether invoices, budgets, or service categories are being handled correctly and whether your service requests are aligned with what you can fund. If you’re stuck, it’s okay to ask “is the provider the right fit, or is the process the issue?” You can use My Care Finders to compare potential providers and options so you can make informed choices.

Key takeaway: A good check-in doesn’t just describe problems—it turns them into clear next actions with owners and dates.

Finish with next actions. Choose a small number of practical steps for the next month, such as confirming bookings, requesting updated service plans, asking a provider to address gaps, or preparing documents for plan reviews. Add who will do what (you, your coordinator, a provider, or your plan manager) and by when. Keep the actions realistic—if you need support to make changes, bring that to your check-in so your support coordinator can help coordinate solutions.

• Outcomes: What improved this month, linked to your NDIS goals.
• Barriers: What stopped progress (availability, fit, funding process, communication).
• Next actions: Specific steps, with dates and responsibilities.
• Provider comparison: Use My Care Finders if you need to test new options or re-match supports.