A step-by-step path from initial response to a complete, independent investigation.
Give your team a clear, compliant path from the first report through a complete investigation when a case falls outside Title IX. This bundle pairs our four-page Immediate Response Guide with a step-by-step Non-Title IX Investigation Plan, so leaders can act quickly, document correctly, and move cases forward without confusion.
You get two fillable PDF plans and checklists that we built using our experience leading more than 2,500 K-12 misconduct investigations involving a wide array of allegations. These PDFs can be used again and again, building consistency across your investigations and investigators.
What it does:
Fillable PDF document that can be used in any and all investigation
Defines scope, assigns roles, and sequences tasks, from the start of an investigation to its completion
Supports compliance and communication with notifications to local authorities, parents, and others
Sets timelines and milestones, with space for supervisor feedback and updates to the parties
Monitors progress to completion for a defensible record
Result: consistency, accountability, and a clean file from intake to case closing.
Versions:
Standard: ready to use across districts (this version).
Customized: tailored to your systems and structure, including file-naming rules, case-management workflows, and supervisory review protocols. See here to learn more.
A step-by-step path from initial response to a complete, independent investigation.
Give your team a clear, compliant path from the first report through a complete investigation when a case falls outside Title IX. This bundle pairs our four-page Immediate Response Guide with a step-by-step Non-Title IX Investigation Plan, so leaders can act quickly, document correctly, and move cases forward without confusion.
You get two fillable PDF plans and checklists that we built using our experience leading more than 2,500 K-12 misconduct investigations involving a wide array of allegations. These PDFs can be used again and again, building consistency across your investigations and investigators.
What it does:
Fillable PDF document that can be used in any and all investigation
Defines scope, assigns roles, and sequences tasks, from the start of an investigation to its completion
Supports compliance and communication with notifications to local authorities, parents, and others
Sets timelines and milestones, with space for supervisor feedback and updates to the parties
Monitors progress to completion for a defensible record
Result: consistency, accountability, and a clean file from intake to case closing.
Versions:
Standard: ready to use across districts (this version).
Customized: tailored to your systems and structure, including file-naming rules, case-management workflows, and supervisory review protocols. See here to learn more.
