Support Coordination Checklists: Your Monthly Must-Dos

Section 1: The 10-minute monthly check (what to review)

Set aside a short 10 minutes once a month to do a quick check of your Support Coordination goals, services, and supports. This isn’t about starting over—it’s about keeping your plan on track, spotting issues early, and making sure the supports you’re using still match what you need right now.

Start by reviewing your current supports and whether they’re being delivered as agreed. Ask: Are sessions happening on the right days/times? Are goals being worked on in line with your plan? If anything has changed (your health, work schedule, transport needs, or your support preferences), note it now so you can raise it with your coordinator early.

Next, check your funding and plan management details. If you manage your plan with MyMoney NDIS (www.planmanager.net.au), confirm invoices have been submitted correctly and that your spending matches what you expect for the month. Also check whether you’re using the right support category (so you don’t miss opportunities for the right funding). If you’re unsure, use your support coordinator’s checklist and keep a simple note of questions for the next review.

Key takeaway: A 10-minute monthly check helps you catch problems early—before small issues turn into bigger delays or gaps in support.

Finally, look at your provider match. Are they still the best fit for you? If you’re considering switching or adding services, compare options using My Care Finders to help you check availability, experience, and fit. If anything doesn’t feel right, write down what you want to change (for example, communication style, skills, location, or consistency) so your next coordination step is clear and practical.

10-minute checklist (what to review)

• Delivery: Are supports happening as agreed (days, times, frequency)?
• Outcomes: Are supports helping you move toward your plan goals?
• Changes: Any updates to your needs, preferences, or schedule?
• Budgets & invoices: Is spending tracking as expected this month?
• Plan management: If using MyMoney NDIS, are invoices and claims progressing correctly?
• Provider fit: Is your provider still a good match? Compare with My Care Finders if needed.