Goal-Setting Conversation

Turns abstract NDIS plan goals into measurable, supportable actions — with baseline data, supported decision-making, and quarterly review schedule built in.

Use this at the start of every participant relationship and at every plan review. It takes the abstract goals in someone's NDIS plan and turns them into specific, measurable things you and they can actually work on.

Includes the bits that often get missed — how the participant wants to be supported, who supports their decisions, baseline data so you can demonstrate progress, and specific preferences (worker gender, time of day, cultural background, communication style, things to never do).

Supported decision-making section maps to the Independence & Informed Choice Practice Standards outcome. Dignity-of-risk prompt included. Quarterly review scheduling built in.

What's included

• 6-section goal-setting template (editable .docx)
• Participant preferences capture (worker, time, culture, communication)
• Supported decision-making section
• Dignity of risk prompt
• Goals capture with baseline data (up to 4 goals)
• Quarterly + annual review scheduling
• Practice Standards reference (Support Planning, Person-Centred)

FAQs

Q. Different from a support plan?
A. Yes. Goal-setting is the conversation that produces the goals. The Support Plan operationalises them day-to-day.

Q. How long does it take?
A. 45–60 minutes. Don't rush it.

Q. Editable?
A. Yes, Word .docx.

Q. Affiliated with NDIS Commission?
A. No. Independent.

Q. Refund policy?
A. Non-refundable once accessed.

Format: Single .docx (10 pages)

Template by Northform Health. Not legal, regulatory or clinical advice. Not affiliated with the NDIS Quality and Safeguards Commission. Single-user licence. Digital downloads are non-refundable once accessed.