Approach Intake and Initial Assessment with Greater Confidence
This workshop is designed for individuals who want to improve their skills at managing compassionate intake, making jurisdictional determinations, and documenting the results of an initial assessment, including any dismissals, referrals, or appeals that may arise.
Attendees will participate in small group breakout sessions where they will work through a set of brief case studies that challenge them to apply the ATIXA practices. In addition, the workshop includes an interactive group discussion of the case studies, advanced techniques, and common mistakes to avoid.
Pre-tests, Post-test, and Verification (Coming in 2026)
ATIXA offers training participants an opportunity to complete a short pre-test and post-test to help gauge participant knowledge attainment. We strongly encourage you to take this pre-test on your own, closed book, and prior to reviewing the course materials.
The optional pre-test is available from the time the event lobby opens until the training’s start time. ATIXA staff are unable to manually reopen the pre-test after that time. If you are interested in completing the pre-test, we encourage you to be sure to do so prior to the training start time.
Post-tests are strongly encouraged and are available for the three months of your event lobby access. ATIXA staff are unable to manually reopen the post-test after that time. Post-tests can be taken open book until you pass and then result in a Verified Digital Badge. For those who choose to opt out of this demonstration of knowledge, you will receive non-verified digital badge for attendance. Post-tests are available through your event lobby for 90 days after the conclusion of your training.
Gain the skills to manage challenging situations such as reluctant complainants, the need for the Title IX Coordinator to sign a complaint, emergency removals, and feel confident managing dismissals, appeals, and referrals under the Title IX Regulations.
Key Takeaways
- Approach intake meetings with greater confidence/follow the ATIXA intake checklist
- Initially assess a report of sex-based harassment and determine first steps
- Evaluate whether a report falls within Title IX jurisdiction or a different institutional/district policy
- Determine whether a dismissal of a report is appropriate under the circumstances
- Properly document the initial assessment phase
Topics Covered include:
- Best Practices for Intake
- Assessing Jurisdiction
- Managing Dismissals
- Documentation and Recordkeeping
- Case Studies
Who Should Attend?
- Title IX Coordinators
- Deputy Title IX Coordinators
- Title IX or Civil Rights Investigators
- Legal Counsel
- Compliance and Risk Management Professionals (Title VI, Title VII, Title IX, ADA/Section 504, AA, EEO, Clery)
- Superintendents, Principals, & Assistant Principals
This workshop is tailored to be applicable for Higher Education Institutions, K-12 Schools and Districts, as well as Dual Enrollment programs.
Please note, Workshops do not offer certifications but they do receive digital badges. Attendees will earn 4 re-certifying credits toward any currently held Certifications. Please click here to view our Continuing Certification Credits (CCC) FAQs.
Upcoming Sessions
| Schedule | Member | Non-Member | |
|---|---|---|---|
|
Mar. 11, 2026 10:00am - 2:00pm ET |
$424 | $499 | |
|
Jun. 23, 2026 10:00am - 2:00pm ET |
$424 | $499 |
The pricing above is effective if purchased today. Take advantage of our Early Bird Pricing to secure your spot at a reduced rate until typically 10 weeks prior to the event. After the Early Bird pricing ends, our Regular Pricing takes effect, typically available up to 2 weeks before the event begins. Last Chance Pricing is your final opportunity to register, typically during the last 2 weeks before the event start date.
Register yourself or your team for two to four courses and receive a 15% discount; register for five or more and receive a 25% discount. Please create your order, click the 'Pay Later' option upon checkout, and reach out to events@atixa.org for the discounts to be applied.
Contact events@atixa.org to learn more about multi-registration discounts.