STAGES Essentials for Psychotherapy & Coaching

Precision in Developmental Assessment & Intervention

with Terri O’Fallon PhD and Kim Barta MA

Registration for the Course Is Now Closed

Exceptional precision in assessment and intervention

Rapid results with clients

Support clients into higher stages of development

One of the biggest challenges for coaches and psychotherapists is finding the most effective and efficient way to address your client’s issues. Being effective but inefficient can add months or years to getting to the solution. Being efficient but ineffective leads to teaching clients skills that don’t take hold, with the client often reverting to old ways of being. The key to an approach that is both effective and efficient is an accurate understanding of the client’s developmental level so we can efficiently target the right skill and effectively develop it in our client in a way that it will last.

About the Course

STAGES Essentials for Psychotherapy & Coaching is an 8-week online course for professional psychotherapists and coaches (life and business), and other professionals who give guidance to people in a professional context (mentors, facilitators, counselors, spiritual guides, healers, etc.). The course is intended to give you a solid grounding in the STAGES model and its application in therapy and coaching.

Essentials Course Dates

  • October 18
  • October 25
  • November 1
  • November 8
  • November 15
  • November 29
    (skips a week)
  • December 6
  • December 13

STAGES Advanced Application & Certification

STAGES Essentials is the foundational course in a series of courses leading up to a certification. Following STAGES Essentials in the fall of 2017, there will be consecutive courses in STAGES diagnostics and STAGES intervention in 2018, followed by the certification program in 2019 for STAGES for Coaching or STAGES for Psychotherapy. If you’re interested in getting certified to use STAGES in your practice, the STAGES Essentials course is a pre-requisite. Please sign up for our email list to be informed when the advanced and certification programs are offered.

The STAGES Essentials course includes:

  • Eight two-hour course session in live video with Terri and Kim. Each session will consist of 60-75 minutes of teaching and presentations plus interactive exercises and Q&A 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 51 page 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 Facebook group 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

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 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 for the Course Is Now Closed


Your registration includes:

  • Eight two-hour course session in live video with Terri and Kim
  • Interactive exercises and open Q&A in each session
  • 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 51 page textbook in PDF format written by Terri and Kim
  • A course reader collection of articles in PDF format
  • A private Facebook group for students
  • A private “course home page” that contains all course information, study and practice assignments, recordings, transcripts.

Praise from Therapists and Coaches

Attending Terri’s and Kim’s courses has profoundly and positively influenced how I work as a life and conflict counselor. The developmental view on a client’s acting, feeling, thinking and needs as well as the developmental view on shadow crashes has enlarged my possibilities thoroughly. At the same time it has also changed how I see myself and has opened me important steps of personal growth.

Life and Conflict Counselor

(Maintal, Germany)

The STAGES model is elegantly simple while encompassing the vast complexities of human development. The application course deepens one’s awareness of the STAGES model through practice, so the mind slows down and listening shifts to a sensing in the body.

Each [module] takes you deeply into the dark and messy side of human development, your own and others. It’s been a god-send working with clients and actually using the material of where they are to help them help design practices they will actually do in real life. This kind of emphasis and support enables sustainable change for a person.


When Ken Wilber’s work first exploded into my life, I soon started to ask myself how i ever managed without Integral Theory. The STAGES model flings a refinement into Wilber’s work that just adds so much sparkle that i ask myself the same thing. Quite quickly I grasped that STAGES was going to represent another enormous milestone in my ability to understand and manage myself—and get along with others professionally and personally.

Christine Doan

By instilling a STAGES developmental perspective, I noticed a shift into a more compassionate coaching presence and dialogue with clients which created a deeper connection. I met new therapists and coaches from across the globe and that made the experience more thought provoking and fun as we dialogued in small groups and as a whole about the all too common situations our clients bring us. The rich content and ongoing support from Terri and Kim provided for a learning environment that was relevant for all levels of coaches and it exceeded my expectations.

Vicki Lundin-Taylor

A simplified map of adult development and identity. A how to evolve, reduce suffering and thrive.

Katie Ledger

A STAGES course with Terri O’Fallon and Kim Barta, a progressive dive in and taste of the often hidden world of Human Development, theory and practice. My experience was a mix of a traveler’s anxiety and excitement visiting a very foreign country. I could neither talk the talk nor walk the walk. And this being true even though I was terribly knowledgeable about Integral theory. So gently, week after week, my every cell was dipped in the crystal waters of their elegant and lively offerings. Heart Mind and Soul (Shadow included) were drenched in a strong and attractive luminosity, but not too strong, inviting me to see, to taste, to feel, to love, to find the all too real STAGES, appearing one by one, all together interrelated, dancing part of the evolutionary dance. To say that a grateful smile lights up my face through such a profound and loving dance states only the obvious. Thank you Terri and Kim so very much for inviting me and us to a new look at the human Kosmos, and finaly to participate greatly in the looking.

Pierre Bonneau


If you have questions or need support, please contact us at We strive to respond to all inquiries within 24 hours during regular business hours Monday to Friday Pacific Time.

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 primarily for psychotherapists and coaches, and 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. Non-professionals are welcome to take the course with the understanding that its main emphasis is on learning to apply the model within a professional relationship of giving counseling, coaching or some other form of guidance to a client. If you’re looking for something about personal applications of STAGES, please check our Events page for upcoming events that are more suitable for individuals.
I have a scheduling conflict with a couple of the course session dates. Will the sessions be recorded?
Yes. About 24 hours after each course session 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 it. 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 51 page 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). All course 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.
Are there any registration discounts available?
Everyone is eligible for a $150 early bird discount that ends October 10.
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
Will I be able to get individual support for applying the course in my professional practice?
Our intention is for the course to give you a rich experience of STAGES essentials and their application in your practice. Every course session will provide at least 30 minutes of open Q&A where you can ask questions of Terri and Kim and small group discussions with other professionals about how to apply the model in practice. The course will also have a vibrant private Facebook group where you can interact with other students to share your experience of applying what you’re learning. Terri and Kim participate in the Facebook group on a regular basis. Support beyond that is outside the scope of the course but may be available on an individual basis from Terri or Kim for a separate fee. Details will be provided during the course.

About Terri & Kim

TerryO000Terri 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, but her most passionate theory, research and teaching work of the past eight years 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 do from birth: listening, gratitude, compassion, love, forgiveness, and generosity—lifelong lessons that never seem to end.

Terri’s website is Terri is also a partner in Pacific Integral. Click here to view her résumé.

kim-home-1Kim 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 the 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 creating 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 nation.

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 and 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 Stages model and his extensive history in clinical human dynamics provides a grounded passion to the workshop experience.

Kim’s website is