Solutions for Managing Intake, Jurisdiction, and Dismissal in the Title IX Grievance Process Workshop

In this interactive half-day workshop, participants will spend 90 minutes learning best practices with respect to (1) managing intake more effectively; (2) using an initial assessment to inform jurisdictional determinations; and (3) how to document the results of an initial assessment, including the dismissal decisions, referrals, and appeals that can result. The next 75 minutes will be spent in small group breakout sessions, where attendees will work through a set of short case studies that challenge participants to apply the practices discussed in the first part of the workshop. The workshop will wrap up with 75 minutes of interactive group discussion of the case studies, advanced techniques, and pitfalls to avoid. Specifically, the workshop will address the following topics:

  • Intake
    • Intake of notice v. intake of complaint
    • Best practices for intake (in person, online, etc.)
    • How to manage advisor logistics around intake meetings
    • Routing the complaint to the right resolution process
    • How should manage intake?
    • What should be included in intake meetings?
    • Strategies for addressing the reluctant complainant
    • Third-party notice and when the TIXC should sign a complaint
    • Process options, roadmaps, and flowcharts
  • Assessing Jurisdiction
    • What is control and how does assessment of it really work?
    • Understanding how to apply the rules on “participating or attempting to participate” (P/ATP)
    • What does the revised OPEN Center guidance on P/ATP mean for taking or not taking Title IX jurisdiction?
    • How do the downstream, in-program effects of off-campus conduct impact on jurisdiction?
  • Managing Dismissals
    • Mandated dismissal requirements
  • How do we assess whether conduct would violate §106.30 definitions, if proven
    • Discretionary dismissal requirements
  • What does it mean and how is it supposed to work?
    • Appeals of dismissals – management and best practices
    • How can we avoid having to dismiss if possible?
    • Best practices to massage the complex timing of the dismissal and NOIA

After completing this workshop, participants will…

  • Apply best practices for intake of complaints/notice
  • Accurately determine jurisdiction for response to complaints
  • Understand how to more effectively use and navigate the dismissal standards under the 2020 Title IX regulations
  • Identify and manage more the complex nuances of the initial assessment of a complaint
  • Distinguish between mandatory and discretionary dismissals and when each may apply to a complaint

Who Should Attend?

  • Title IX Coordinators
  • Title IX Deputy Coordinators
  • Intake/Case Coordinators
  • Title IX or Civil Rights Investigators
  • Appeals Decision-makers
  • Legal Counsel
  • Compliance and Risk Management Professionals (Title VI, Title VII, Title IX, ADA/Section 504, AA, EEO, Clery)
  • Superintendents, Principals, & Assistant Principals

Please note, Workshops do not offer certifications or digital badges. Attendees will earn re-certifying credits toward any currently held Certifications. Please click here to view our Continuing Certification Credits (CCC) FAQs.


Live, Interactive Online Training

  • $349 Member
  • $399 Non-Member

Hide Details & Schedule


  • August 17: 11:00am - 3:00pm ET Register


Effective July 1st, ATIXA training & event pricing will increase by approximately 5%. Please register early and often and note this will go into effect July 1st.

*You must attend all dates in your session to receive credit for attendance.

Group discounts are provided on a sliding scale based on group size and applicable on registrations for the same training or event. Please contact for questions.

Individualized discounts are as follows:
1st grouped individual - full price of registration
2-4 grouped individuals - 15% discount on registrations
5+ grouped individuals - 25% discount on registrations

If you are interested in registering a large group, exploring Super Membership, or consulting options, please contact for personalized assistance.