Pre-assessment planning

A Pre-assessment plan is written to prepare a person and their family for a Needs Assessment or review.

It includes all the information that needs to be discussed during the assessment to ensure that good supports are put in place. It also helps people to understand the Needs Assessment process.

It can be particularly useful to do a Pre-assessment plan if you find it hard to talk about what you need to live well; if there are big changes happening in your life; or if you want to switch to Individualised Funding.

A Pre-assessment plan is not the same as the assessment by your Needs Assessment and Service Coordination organisation (NASC). It is intended to help you prepare. Your Needs Assessment should be a partnership between you and the NASC in your region. The NASC’s role is to look at everything you need, including funded and non-funded services and supports available in your community.

How does Pre-assessment planning work?

ImagineBetter will first set up a planning meeting with you. You can pick the date, time and location. Often people feel more comfortable planning at home.

You can invite your family, friends and other people to your meeting. Make sure you ask them well in advance.

An ImagineBetter facilitator will talk with you and others at the meeting, then write up a plan.

The Pre-assessment process

A Pre-assessment plan will include information about what you need to live well and have the life you want. This might include:

  • what life is like for you now
  • your personal goals
  • what support you need to do household tasks
  • what support you need to look after yourself.

You can expect to come away with:

  • a clear plan for what you will talk to your assessor about in order to get the best support for the life you want
  • a good understanding of NASC processes and your options
  • the ability to identify the needs that are most important to you
  • ideas of what supports might work best for you
  • a clear set of questions you would like to ask your assessor
  • the information and confidence needed to take charge of your Needs Assessment process.


Pre-assessment planning costs $125 per hour plus GST, up to a maximum of $500 plus GST.

Travel is an additional cost. This can be negotiated when setting up your planning meeting.

Getting started

Contact us to learn more about Pre-assessment planning.

Phone: 0800 787 587


More information about Needs Assessment and Service Coordination

Disability Support Services funding from the Ministry of Health is accessed through your local Needs Assessment and Service Coordination organisation (NASC).

NASCs work with disabled people to identify their needs and goals. They then make decisions on how a person’s needs and goals can be met.

The NASC process

Accessing Needs Assessment and Service Coordination is usually a three-step process:

1. Application/referral and eligibility:

You will first need to apply for a Needs Assessment with your local NASC or ask your doctor or specialist to refer you. Your NASC will then check that you meet the Ministry of Health’s eligibility criteria for a Needs Assessment.

To be eligible for Needs Assessment and Service Coordination, you must:

  1. be between 0 and 65 years of age
  2. have a disability that lasts longer than six months
  3. need support in some parts of your life because of your disability.

Your disability could be:

  • physical
  • sensory: vision, hearing and Autism Spectrum
  • intellectual.
2. Needs Assessment:

If you are eligible, your NASC will organise an assessment meeting with you, your whānau and others you choose.

3. Service Coordination:

Supports will be organised to best meet your needs and goals. Depending on where you live, there may be support packages that can offer you the choice to employ your own staff and control your personal budget. These include Individualised Funding and Enhanced Individualised Funding.

Learn more about the NASC process

Read about NASC on the Ministry of Health website.

Visit your local NASC’s website and contact them for information pamphlets.

Speak to other families who have experience working with your local NASC.

Contact us. We can offer advice and information and point you in the direction of others who can assist.

Read about Individualised Funding.

Read about Enhanced Individualised Funding.