What to Look for in a Plan Manager

2025 | NDIS Info & Tips, Plan Management

A participant engaged in a goal-setting discussion with their NDIS plan manager.
Selecting the right NDIS Plan Manager can make a big difference in how smoothly your NDIS funding is handled. A good Plan Manager helps you track your budget, pay providers, and stay compliant with NDIS rules.

What Does a Plan Manager Do?

A Plan Manager helps NDIS participants manage their funds by handling the financial and administrative side of their plan.

They ensure that:

✔ Invoices are processed correctly and on time
✔ Budgets are tracked to avoid overspending or underspending
✔ NDIS funding rules are followed to prevent issues

Plan Managers reduce the stress of handling NDIS finances while giving participants choice and control over their services.

5 Key Things to Look for in a Plan Manager

1. Expertise in NDIS Guidelines

A reliable Plan Manager should have a strong understanding of NDIS rules and funding categories. This ensures that your funding is used correctly and remains compliant.

What to Ask:

  • How do you help clients stay within their NDIS budget?
  • What steps do you take to prevent funding misuse?

2. Clear Communication & Transparency

You should always know how much funding you have left and how it’s being spent. A good Plan Manager provides detailed, easy-to-understand reports and keeps you updated.

What to Ask:

  • How often will I receive budget updates?
  • Do you offer an online portal for real-time tracking?

✔ With Skylight, participants receive clear monthly statements and real-time budget tracking.

3. Flexibility in Provider Choice

The best Plan Managers support your freedom to choose both registered and unregistered NDIS providers. This allows you to find services that best meet your needs.

What to Ask:

  • Can I use both registered and unregistered providers?
  • How do you help me find the right providers for my needs?

✔ Skylight gives participants access to a wide range of service providers.

4. Timely and Accurate Payments

A good Plan Manager ensures NDIS providers are paid on time, preventing service disruptions.

What to Ask:

  • How quickly do you process invoices?
  • How do you handle disputes over payments?

✔ Skylight processes invoices promptly and accurately, so your services continue without delays.

5. Personalised Support & Customer Service

NDIS plans are unique, so Plan Managers should offer tailored support that fits your needs.

What to Ask:

  • Will I have a dedicated Plan Manager to contact?
  • How do you assist clients with changes in their NDIS plan?

✔ Skylight takes a personalised approach, offering expert guidance to every participant.

Why Choose Skylight for NDIS Plan Management?

At Skylight, we provide:

✔ NDIS expertise to keep your funding compliant
✔ Clear and detailed budget tracking
✔ Fast invoice processing for hassle-free payments
✔ Flexibility in provider choice
✔ Dedicated support tailored to your goals

Ready to partner with a Plan Manager who puts your needs first? Contact Skylight today to learn more about how we can support your goals. Get started today

Related Posts…

NDIS Plan Management vs. Self-Management: Which is Right for You?
NDIS Plan Management vs. Self-Management: Which is Right for You?

Choosing how to manage your NDIS plan is a critical decision that impacts how you access and use your funding. Participants often weigh the pros and cons of Plan Management and Self-Management. In this article, we’ll explore the differences between the various options for your NDIS plan.

read more
5 Tips to Maximise Your NDIS Budget
5 Tips to Maximise Your NDIS Budget

Managing your NDIS budget wisely is key to reaching your goals and getting the support you need. By using the right strategies, you can make sure every dollar is used effectively. Here are five simple tips to help you get the most from your NDIS budget.

read more
How to Choose the Right NDIS Support Worker for You
How to Choose the Right NDIS Support Worker for You

Choosing the right NDIS Support Worker is crucial to ensuring that you receive the best possible care and assistance tailored to your needs. A good support worker will align with your personality, lifestyle, and goals, helping you achieve greater independence and wellbeing.

read more
Skylight Mental Health

Accessibility Toolbar