STAGES Essentials for Psychotherapy & Coaching

Precision in Developmental Assessment & Intervention

with Terri O’Fallon PhD and Kim Barta MA

Course Starts January 31 — Registration Closes February 6

Exceptional precision in assessment and intervention

Faster results with clients

Support clients into higher stages of development

About the Course

STAGES Essentials is an 8-week video online course on the application of the STAGES model of human development to psychotherapy and coaching. The course is also very applicable to other professions that give professional guidance, including mentors, team leaders, facilitators, counselors, spiritual advisors, somatic and alternative healers, and others.

The course is taught by Terri O’Fallon PhD and Kim Barta MA. The STAGES model was developed by Terri based on almost 10 years of research (that is ongoing), and Kim has been pioneering applications of the model in psychotherapy for more than five years.

Free Video Q&A Session with Terri and Kim

Recorded January 9, 2019

Find out how this course can enhance your work with clients. You’ll also receive two free PDFs when you sign up: “Overview of the STAGES Model” and “Developmental Coaching”

About the STAGES Model

STAGES is a cutting edge human development model that can dramatically enhance your effectiveness by giving you a comprehensive and precise map of the stages of human consciousness development. A key feature is its exquisite precision in determining the developmental stage of the client in the therapeutic moment. STAGES provides a framework and a straightforward method for doing this assessment with remarkable accuracy.

The essence of this is what Terri and Kim call the Three Questions. These are three questions the practitioner seeks to understand during the client interaction, the answers to which yield a remarkably precise location of the client’s developmental level at that time.

The STAGES Essentials course will give you a solid grounding in the model and how to apply it in work with clients. The course is also a prerequisite for a certification in using STAGES in therapy and coaching, a mastery level program that will begin accepting applications in spring 2019.

About STAGES Certification for Psychotherapy & Coaching

STAGES Essentials is the foundational course and a prerequisite for certification. Certification means that you have achieved a level of mastery in applying STAGES in your therapy or coaching practice, and it allows you to publicize that you are certified. Certification is a rigorous process but it gives you a framework that can transform your work with clients. Following STAGES Essentials in the spring of 2019, there will be a one year course, STAGES Certification in Diagnostics & Intervention, followed by about six months of supervision with Kim Barta. Certification is granted following the successful completion of the course of study and supervision.

The STAGES Essentials course includes:

  • Eight two-hour pre-recorded video course sessions with Terri and Kim
  • Eight one-hour live video Q&A sessions with with Terri and Kim a few days after each teaching vide is released
  • High quality video and audio recordings of each session for viewing and downloading
  • A PDF transcript of each session, and at the end of the course a professional quality compilation of all transcripts in PDF format
  • A course textbook in PDF format written by Terri and Kim
  • A “course reader,” a collection of articles and papers in PDF format that will be assigned readings during the course
  • A private forum for students to share their experience of the course and its application; Terri and Kim regularly participate in the group
  • A private “course home page” that contains all course information, study and practice assignments, recordings, transcripts

Course Modules

Course Schedule

The course includes eight live one hour video Q&A sessions with Terri and Kim each week. All sessions will be held on Thursdays at:
9:30 Pacific | 12:30 Eastern | 18:30 CET
on the dates shown to the right. The teaching video for each session will be released earlier in the week.

  • January 31
  • February 7
  • February 21
  • February 28
  • March 7
  • March 14
  • March 21
  • March 28

Module 1: Introduction & Overview

  • Welcome and introductions
  • Course objectives
  • Overview of the modules
  • Getting started: The three repeating patterns

Module 2: The Concrete Tier

Individual STAGES Represented by the Concrete Quadrants

The first person perspective stages with states

  • Contours of the early concrete self and
  • Late first person self and states: birth of the subtle states
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 2: The Concrete Tier

Individual STAGES Represented by the Concrete Quadrants

The first person perspective stages with states

  • Contours of the early concrete self and
  • Late first person self and states: birth of the subtle states
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 3: The Concrete Tier

Collective STAGES Represented by the Concrete Quadrants

The second person perspective stages with states

  • Early second person: birth of the collective; maturing subtle states and social autopsies (talking “with”)
  • Late second person: concrete projection and introjections in collectives
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 4: The Subtle Tier

Individual STAGES Represented in the Subtle Quadrants

The third person perspective, stage and states

  • The contours of the early third person subtle self: marinating in the subtle
  • Late third person self and states: birth of awareness of the subtle states
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 5: The Subtle Tier

Collective STAGES Represented in the Subtle Quadrants

The fourth person perspective, stages with states

  • Early fourth person: birth of the subtle collective: context aware
  • Late fourth person: subtle projection and introjections in collectives
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 6: The MetAware Tier

STAGES Represented in the Empty and Very Subtle Quadrants

The fifth person perspective, states and stages

  • The contours of the early fifth person causal self: construct aware
  • Late fifth person self and states: birth of emptiness and fullness
  • Practical applications in psychotherapy, coaching and spiritual mentoring

The sixth person perspective, stages with states

  • Early sixth person: birth of the causal collective: wholes
  • Late sixth person: causal projection and introjections in collectives
  • Practical applications in psychotherapy, coaching and spiritual mentoring

Module 7: Case Studies

Although all sessions will address applications of the model, the final two sessions will focus on actual case studies presented by participants, both in the course as a whole and in small groups by profession (therapy and coaching). This will help anchor the model more firmly in your work with clients.

Module 8: Case Studies and Final Questions

We will continue with case studies then leave time for final questions about STAGES and its application in your practice.

What Is Possible for You in This Course

  • Quickly and efficiently get to the “developmental parameter” where the client is stuck—a significant source of their suffering
  • Understand your client’s capacities so you know which modalities to use with them and which not to use
  • Clarify the kinds of passions that are driving your client at their developmental level so you know what types of motivators will work and what types won’t work
  • Guide clients in developing the robustness they need now to move beyond conventional stages into later levels of consciousness development
  • Understand how development is dynamic and fluid—incorporating several levels of development, depending on the context
  • Understand much more clearly how your own developmental level comes into the therapeutic relationship and avoid “entanglement blind spots” with clients

Registration

Your registration includes:

  • Eight two-hour pre-recorded video course course sessions with Terri and Kim
  • Eight one-hour live video Q&A sessions with with Terri and Kim
  • High quality video and audio recordings of each session for viewing and downloading
  • A PDF transcript of each session, and at the end of the course a professional quality compilation of all transcripts in PDF format
  • A course textbook in PDF format written by Terri and Kim
  • A “course reader,” a collection of articles and papers in PDF format
  • A private forum for students to share their experience of the course and its application
  • A private “course home page” that contains all course information, study and practice assignments, recordings, transcripts

Registration Is Now Closed

Free Video Q&A Session with Terri and Kim

Recorded January 9, 2019

Receive two free PDFs when you sign up:
“Overview of the STAGES Model” and “Developmental Coaching”

In this one hour session, Terri and Kim answered many excellent questions about how the STAGES Essentials course can enhance your work with clients.

Praise from Therapists and Coaches

“Sometimes you learn something and it totally changes how you see the world. STAGES training has done this for me.”

Sometimes you learn something and it totally changes how you see the world. STAGES training has done this for me. It has given me a practical and evolving lens through which to sense and interact. I now find when I interact with others, professionally as a coach or in my personal life, STAGES has given me a framework through which to navigate beyond the noise to the depth of the person and to the way they and we are making meaning of this precious life we are navigating. The more I have learned, the more I have seen and been able to utilize the simplicity on the other side of its complexity and vice versa. Thanks Terri and Kim for all I am learning from you both – about me and all those I connect with.

Nikki Thompson, Coach

“This is transforming my work as a therapist and coach, leading to more impactful sessions and more reliable growth for my clients.”

For over a decade I have studied developmental psychology and attempted to apply it to my work as a coach and therapist. However, I always felt that something was missing – while I might be better able to identify where my client’s were coming from, I wasn’t able to help them to develop in the ways I felt should be possible with this developmental background. All of this changed as I started to learn STAGES. I began to understand WHY people see what they see and do what they do. And I began to know HOW to meet my clients where they are, strengthen what’s working, and create simple, powerful interventions that highlight and begin to transform areas of difficulty. I was able to see my client’s development in a new way that allowed me to participate seamlessly in their process. This is transforming my work as a therapist and coach, leading to more impactful sessions and more reliable growth for my clients. I am grateful to be learning to swim in the potent, bubbling stream of wisdom that is the STAGES model!

Samuel Bernier, Coach and Associate Marriage and Family Therapist

“I would venture that [STAGES] is the most accurate and useful model of consciousness that humanity has yet discovered.”

The STAGES model and teaching is the finest I have encountered. The model is simple and accessible yet endlessly revealing and insightful, granting every level of life its equal value, dignity, and importance. And Terri and Kim are simply themselves, human and humble and ordinary, without grandiose claims or undervaluing of their offerings. Engagement with the STAGES material can benefit nearly any area of interest in life and self. I would venture that it is the most accurate and useful model of consciousness that humanity has yet discovered. Kim and Terri are able and amiable custodians and teachers of this great gift and its many applications.

Thomas, Life and Awareness Coach

“What I really like about it is the love for every unique person shines through everything.”

Since over ten years I‘m using many different models and concepts based upon an integral-informed framework. That includes developmental approaches, psychotherapy, coaching, organizational development,…. When I got in touch with STAGES I found that here a lot of my thoughts were put together in a consistent and teachable form. What I really like about it is the love for every unique person shines through everything. And that is a big difference from many other qualitative models/ideas that often have the better/worse-attitude somehow built in.

Heiko Veit, Partner for integral organizational and personal development

“Using STAGES in my work with clients has generated immense trans-formations in a relatively short space of time.”

Terri’s STAGES Matrix of Human Development is nothing short of profound. Using STAGES in my work with clients has generated immense transformations in a relatively short space of time. It adds clarity, structure and depth to what is fast becoming an essential foundation in executive leadership development.

Terri’s and Kim’s teachings play a central role in advancing my coaching capacity and deepening my awareness of shadow and soul. Together, they bring enormous soul-wisdom and compassion to their teaching, graciously challenging our preconceptions while illuminating fresh perspectives and approaches for us to embody and apply. I feel very privileged to be continuously learning and growing, personally and professionally, as a result of the vast breadth and depth of their knowledge, their sage teaching, insightful feedback and treasured view of the world that holds us all spellbound!

Antoinette Braks, Founder of the SHIFT Coaching Community

“The STAGES model has fundamentally shifted how I approach my Organiz-ational Development practice as well as how I coach.”

[STAGES Essentials] gave me a deep grounding in the incredibly valuable STAGES model. The STAGES model has fundamentally shifted how I approach my Organizational Development practice as well as how I coach. The course itself is well-thought out and materials are clear. I also appreciate the opportunity to connect and work with others who are interested in this field. Terri and Kim are experts who present the material from their own unique perspectives providing a level of nuance and potential for the material that has made me excited to continue toward my coaching certification. I recommend this program for anyone interested in human development, and especially those who want to learn valuable tools with which to coach or do therapy.

David, OD consultant at ClarionRiver.com

“As teachers, Terri and Kim bring wisdom, humor, mastery of the content, and a depth of caring that makes the process of learning STAGES enjoyable and rewarding.”

STAGES is the most elegant and sophisticated model for understanding human development, consciousness, and behavior that I have ever come across. Through the STAGES for Coaches and Psychotherapists courses, I am learning to apply this model with precision to help clients to grow, develop, and heal in the ways that they most want and need. With each subsequent STAGES course, I discover new layers of depth to the theory and more about the potency of the work made possible by skillfully applying STAGES to coaching. As teachers, Terri and Kim bring wisdom, humor, mastery of the content, and a depth of caring that makes the process of learning STAGES enjoyable and rewarding. If you want to deepen the positive impacts that you have in your work with your clients, I highly recommend the STAGES for Coaches and Psychotherapists courses to you.

Brad Mewhort, Coach

Support

If you have questions or need support, please contact us at support@stagesinternational.com. We strive to respond to all inquiries within 24 hours, Monday to Friday.

Frequently Asked Questions

Psychotherapy and coaching have some distinct differences. How will you work with this during the course?
We’ve been teaching STAGES to therapists and coaches for four years and we’re always respectful of the differences between these professions. The teaching about the STAGES model is the same for both but each course session has a section on application so that’s where we will be making the distinctions.
I’m very interested in the STAGES model but I’m not a professional therapist or coach. Can I still take the course?

STAGES Essentials is for psychotherapists and coaches as well as other professionals who give guidance to others in a professional context, including mentors, team leaders, facilitators, counselors, spiritual advisors, somatic and alternative healers, and others. 

I have a scheduling conflict with a couple of the course session dates. Will the sessions be recorded?

All of the teaching videos are prerecorded and will be released once a week so you won’t miss any of those. The live Q&A sessions take place the Thursday following the release of the teaching video. All of these sessions will be recorded and by the next day you will have access to a full video recording plus an audio only recording that you can listen to in iTunes or other music players. You will be able to listen to these recordings online or download them.

Will the course sessions be transcribed?

Yes, you will receive a PDF transcription of each session about five days after the session. Also, after the final session we will provide a beautiful and professional compilation of all session transcripts as a single PDF.

Do I need to buy a textbook for the course?

Included in the course is a textbook in PDF format by Terri and Kim, plus a “course reader,” a compilation of articles in PDF format that will be assigned reading during the course. Both are included in the course registration fee.

Will CEUs be available?

12 CEU are approved in the state of Montana. Many states will accept cross credits with supporting documents. We will provide supporting documents for your state upon request.

Is any special hardware or software required to participate in the course?

No, all you need is a Mac or PC desktop or laptop computer with a recent operating system and an updated version of one of the popular browsers (Chrome, Firefox or Safari; Internet Explorer is not recommended). You can also access the course via iOS and Android phones and tablets. All live Q&A sessions will be hosted on the Zoom video conference platform, which can be accessed from any Mac or PC, as well as from iOS and Android mobile devices.

What is your refund policy?

We will honor all refund requests received prior to the first session of the course. No refunds can be made after that date. All refund requests must be made in writing to support@stagesinternational.com.

If I take the course can I tell clients I use STAGES in my practice?

You may tell clients that you use the STAGES model in your practice based on having taken this course but you can’t state or imply that you are certified. Practitioners may only state they are certified if they have successfully completed our certification program for therapists and coaches.

Is there a certification program for using STAGES in therapy and coaching?

STAGES Essentials will give you a solid grounding in the STAGES Model and enable you to use it with your clients to good effect, along with other protocols in your practice, with which it can be very synergistic. The course is also the main prerequisite to our certification program for therapists and coaches. Certification is a course of training and supervision that allows you to achieve a level of STAGES mastery, a deeper and more nuanced understanding of the model and its application, than a single course can provide. Certification isn’t necessary in order to use STAGES in your practice, but if you are intrigued by the possibilities that STAGES offers, certification will give you the level of mastery that can dramatically transform your work with clients. The next certification program will begin accepting applications shortly after the 2019 STAGES Essentials course ends.

About Terri & Kim

Terri O’Fallon, PhD is an Integral scholar who derives theory and research interests from a passionate practice of auspicious wondering, learning, and marinating in life. She is the daughter of a 95-year-old dancing mother, eldest of seven siblings, parent of two adult children, grandparent of two granddaughters, and has over fifty years of teaching from pre-kindergarten through post PhD. She has a PhD in Integral Studies and masters degrees in Spiritual Direction and Special Education. These embodied experiences have supported her primary theory and research and teaching theme: growing up is waking up throughout the lifespan.

Teaching has been a theme throughout her life. Beginning as a preschool and first grade teacher, she has taught every grade, including special education and the gifted. She has had the role of principal of schools and superintendent of schools, and taught in seven colleges and universities. Her interest in life span development naturally arose from this field.

Terri’s research experience spans 40 years including eleven research studies conducted in various colleges, public schools and private research venues. Her most passionate theory, research and teaching work of the past eight years, however, revolves around the STAGES model, which integrates the Integral model by Ken Wilber with the Ego development scale of Susanne Cook-Greuter. The STAGES model was a natural culmination of her life’s experience.

Ordinariness has been the trajectory of Terri’s life. Steeped in philosophy, research, teaching, and a myriad of spiritual practices, her path continues to bring her solidly home to the practical living, breathing appreciation of the simple things in life. We wake up every morning. We grow up, quite naturally. We live through joys and sorrows, and face our family, friends, and neighbors every day. We grow old and watch our life approach its end as we apprehend the birth of our grandchildren. With the gifts of so many experiences, the highs and lows of being, what seems to always remain is what we were advised to value from birth: listening, gratitude, compassion, love, forgiveness, and generosity—lifelong lessons that never seem to end.

Terri’s website is terriofallon.comClick here to view her resumé.

Kim Barta, MA is an internationally recognized licensed professional psychotherapist, coach, spiritual guide, and speaker. His work and insights spring from grounded experiential practice with self and others in his cross-cultural and life long-experiences.

Kim worked for gender rights in his small rural school in central Montana. In college, Kim co-founded Students in Union with Nature, which partnered college students with alternative energy advocates in the community to create a solar powered organic garden lifestyle for college students.

Kim graduated with a B.A. in Cultural Anthropology from the University of Montana in 1984. He pursued a masters in an interdisciplinary program that combined Psychology, Social Work, Counseling, and Sociology in a broad perspective for healing. He lived with a Native American Shaman and did his masters thesis in Shamanism and Modern Psychotherapy. He graduated with high marks in 1986.

After developing and implementing a successful construction training program for people suffering from severe mental illness: Bi-polar, Schizophrenia, and Axis ll Disorders, Kim pursued outdoor leadership, becoming an instructor with the International Outward Bound schools. Kim went on to develop a mental health treatment program for children and youth that was adopted by 3 hospitals in Montana. In 1992, Kim founded and continues to co-operate a mind/body healing arts clinic in Polson, Montana, nestled beneath the high mission mountains on the shore of Flathead Lake, in the Flathead Indian Reservation.

Ever seeking better ways of healing in the life of self and others, families and children, Kim has developed several successful new forms of therapy that deeply and rapidly lead to healing. These have proven themselves effective with a wide range of issues including depression, anxiety, PTSD, anger, addiction, chronic pain, physical illnesses, weight loss and personal growth. People utilize his psychology/coaching/spiritual guidance practice globally.

Currently, Kim has teamed up with Dr Terri O’Fallon to present workshops and trainings internationally in a new model of human development designed and researched by Dr. O’Fallon. Kim’s developmental learning theory fits lock and key with Dr. O’Fallon’s model and his extensive history in clinical human dynamics provides a grounded passion to the workshop experience.

Kim’s website is kimbartatherapy.com.