An Introduction to STAGES for Therapists & Coaches

Precision in Developmental Assessment & Intervention

With Terri O’Fallon PhD & Kim Barta MA

Wednesday, August 24
5:30 – 7pm Pacific / 8:30 – 10pm Eastern

What Is the STAGES Model?

STAGES is a unique human development model created by Terri O’Fallon PhD that has emerged from the research lineage of Jane Loevinger, Suzanne Cook-Greuter and others over the last generation. Influenced by Ken Wilber’s four-quadrant Integral approach, STAGES describes 12 stages of human development in three “tiers,” and their early and late sub-stages, that are solidly grounded in research. The model also predicts a later Unified tier with four additional stages that are not yet substantiated statistically. However, because STAGES identifies repeating patterns through three tiers that do have some statistical substantiation, it points to the predictability of these patterns repeating yet a fourth time in this new tier.

The resulting spectrum of development in STAGES covers, for the first time, the earliest stages of childhood development to the heights of known human development. If you register for the Intro Session we’ll send you a free PDF, Overview of the STAGES Model, that explains the model in more detail.

How STAGES Can Enhance Your Therapy or Coaching Practice

A key feature of STAGES for therapists and coaches is its exquisite precision in determining the developmental stage of the client in the therapeutic moment. Development is never a straight line so practitioners must carefully track a client’s forward progress, regressions, and other movements so that they can apply approaches that are in tune with the client’s actual situation. It’s a challenging task for any practitioner and there can be consequences for the client’s well being if the assessment is inaccurate.

STAGES provides a framework and a straightforward method for doing this assessment with remarkable accuracy. The essence of this is what we 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.

Learn More in the Free Intro Session

Intrigued by the possibilities of her findings, Terri began hosting STAGES workshops about three years ago, along with her brother, Kim Barta, who had been using elements of the model in his psychotherapy practice. Several of these workshops were devoted to psychotherapy and coaching.

Inspired by the enthusiastic reception to these workshops, Terri and Kim are bringing the STAGES model to a wider audience of therapists and coaches in their new online course, STAGES Essentials for Psychotherapy & Coaching, which begins September 28.

You can get a free introduction to the STAGES model, and the new course, by participating in Terri and Kim’s Intro Session:

An Intro to STAGES for Therapists & Coaches

Precision in Developmental Assessment & Intervention

With Terri O’Fallon, PhD & Kim Barta, MA

Wednesday, August 24
5:30 – 7pm Pacific / 8:30 – 10pm Eastern

In addition to the Three Questions, in the Intro Session you also will learn…

  • The overall structure of the model and the repeating stage patterns
  • Three distinctive and repeating parameters for each level of development that drive psychosocial development
  • How to apply the model to yourself in a therapeutic or coaching context so that you can see more clearly how your own level affects the client interaction
  • How STAGES supports both therapy and coaching without blurring the important distinctions between them

We invite you to participate and find out how the STAGES model can help enhance your therapy or coaching practice.

Registration for the Intro Session is Free

We’ll also send you a free PDF, Overview of the STAGES Model.

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After you register you’ll receive a confirmation email and a link to the Intro Session event page that has all the information you need to participate. From the event page you’ll also be able to download the free PDF, Overview of the STAGES Model, that we send you for signing up.

The Intro Session will be hosted on the Zoom video platform, which is easy to use. It is accessible from any Windows or Mac computer or laptop or from IOS and Android mobile devices. (Additional details will be available after you register.)

Can’t Attend Live?

No problem! Sign up above and we’ll give you access to a recording of the Intro Session the next day.

Tell a Colleague or Friend

Do you have colleagues or friends who would be interested in this Intro Session? If so, please send them to this page to sign up for free.


If you have questions or need assistance, please contact us at

Registration is free and you’ll receive a free PDF, “Overview of the STAGES Model”.

JUST ADDED: We’re also giving you a PDF of Terri’s new paper, “Developmental Coaching”.

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“Terri O’Fallon is one of the very most important integrally informed researchers now working. I highly recommend checking her out at your earliest opportunity!”

Ken Wilber

The Integral Vision

Praise for STAGES

“I have been working with the STAGES model as taught by Terri, and practicing the application of its insights to life through my work with Kim for many years now. The results of these efforts have been profound both with regards to my own internal evolution, and also to my capacity to serve others with wisdom, compassion, and skillful means.”

“STAGES carries all the markers of a profound breakthrough in our understanding of the human condition that will be studied for all time. Once you see it, it becomes the indispensable lens that brings into focus a nuanced understanding of the human condition…”

“I have been working with the STAGES model for many years and find the assessments and underlying theory to be invaluable in working with leaders to better understand themselves and improve their effectiveness.”

“My weekend of Integral STAGES with Terri O’Fallon and Kim Barta was like brain fireworks!”

“I’ve studied integral theory for about 15 years and have read most of Ken Wilber’s work, and confess at times to struggling to ground the theory in everyday life. Terri’s STAGES model now makes that easier and even obvious. In my life, it’s been the model that brings together theory and experience in all contexts of my busy western life. The way Terri and Kim present the work is both engaging, entertaining and so very rich in practical value.”

Praise for Terri & Kim

“A true Dynamic Duo, Kim and Terri bring wonderfully complementary styles of presentation and proficiency. From Terri’s gentle and certain introductions to the research and resulting model, to Kim’s animated and deeply passionate explication of the application, a generous field of learning is cultivated.”

“Terri stands on the shoulders of giants such as Ken Wilber and Suzanne Cook-Greuter, and in doing so, reaches into new heights of practical wisdom grounded in academic discipline. I especially enjoy that this tiny, softly spoken primary school teacher has become such a giant amongst the great minds of our time.”

“Kim is a rare being in the combination of theory and practice. With every point of theory, he recounts an example from his experience as a therapist that brings the meaning home. His descriptions of the patterns of development and their expressions in human behaviour, trauma and therapy are lucid, practical and readily adapted to the mundane and extreme issues of everyday life. He is a pleasure and an inspiration to learn from.”

“I have seen Terri present and evolve her model over several years, often in awe of her blend of academic depth, humility and wit, enthusiasm and world-changing vision, and a little amazed at the sheer longevity of her commitment to the work of understanding how humans evolve and the terrain of our potentials.”

About Terri and 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 principle 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