Professional Training


The Change & Transition Strategist Training Program encompasses the wisdom, tools, and protocols that Phillip Moffitt has developed over the past 30 years of doing Change & Transition Strategic consulting with individuals and groups. The foundation of Change & Transition Strategy work is to guide people through a deep inquiry about a central question in their lives such as “How do I skillfully make a career change?” or “How do I adapt to a difficult life situation?” or “How do I go about achieving an important goal?”

Professional & Personal Gains

Learn to Work
with Individual Clients

You learn to help clients find clarity about their life questions, sort out real possibilities, identify their values, and come up with a strategic action plan. This process empowers them to see the choices that they have and ultimately leads to well-being. This well-being is characterized by a sense of authenticity, wholeness, coherence and connectedness.

You learn to lead Changes & Transitions Workshops and other group programs such as class series and daylong presentations. Our time-tested curriculum and assessments create the framework for a meaningful and transformative group experience around understanding the nature of change in general and enable you to offer tools and perspectives that participants can use to more skillfully deal with change in their lives.


In the process of becoming a Change & Transition Strategist, the curriculum of the training will affect you personally and you will go through your own personal development and transformation. One of the foundational principles of learning this modality is that you must understand each teaching in your own life in order to understand how to share it in a meaningful way with your clients and students.

Add to Your
Professional Skills

Whether you plan to pursue doing Change & Transition Strategy work as your primary profession or as a supplement to your current career, the training will build your professional skills. A few of the many benefits include:

  • Listening techniques for discovering key information
  • Using various personality typing models so that you can interact with others more skillfully
  • Protocols for conducting deep inquiry in order to reveal crucial details
  • Applying mindfulness practices to enhance your responsiveness and intuition
  • Understanding the role of pressure in stress and burnout

My interest in participating in the Change & Transition Strategist Training was driven by a desire to help executives manage the many transitions that occur in the life of one’s career. I was looking for tools and wisdom to supplement my own experience as an executive and executive coach. I was not disappointed. I learned new techniques that have proven extremely helpful in enabling my clients, team, family, and myself to better navigate changes and transitions of all kinds.

– John Watts, Jr., CEO, Paradigm Outcomes

Training Overview

Working as a Change & Transition Strategist has two components — offering group workshops and working with individuals one-on-one. The professional training delves deeply into both of these areas. In addition to gaining the skills and developing the wisdom one needs for this work, participants in the training report that they themselves go through a personal transformation.

The group work is primarily leading Changes & Transitions Workshops but also encompasses keynote talks, daylong presentations, and multi-day retreats. The Changes & Transitions workshops are comprised of a series of lectures and discussions, diagnostic self-assessments, and group processes that allow an individual to do a strategic assessment of their life and to envision possible changes and how to go about making these changes.

Individual consultation sessions use protocols and diagnostic tools that Phillip Moffitt has developed over the past 30 years of working with people facing major decisions and life changes. The one-on-one consulting sessions are an hour to two hours in length and occur on a bi-weekly, monthly, or quarterly basis. Although we utilize protocols, these sessions are crafted individually for each client based on the particular challenge that they bring to the first session.

You can find a detailed curriculum overview of the training program here.

Applications for the 2020 – 2021 Change & Transition Strategist Training Program are now being accepted. You can find the online application here.

When, Where, How Long

The professional training program consists of five 5-day retreats that take place in Northern California. The curriculum of each retreat will be split between learning how to work with clients individually in the Change & Transition Strategy modality and learning how to lead Changes & Transitions Workshops. There will also be training sessions that focus on developing your skill and wisdom in relation to your own life and will support you in facing any issues in your life that you need to address. Another major component of the curriculum is how to establish your professional practice of this new field of work.

In addition to the five training retreats, there are homework assignments and live, online teaching sessions in between the retreats. Of particular note, there are small group mentoring meetings in which Phillip Moffitt works with each trainee in regard to how they are working with clients and also in regard to their own identified personal work that needs attention. Participating in these mentoring sessions is not an option but a required part of the program.

This is a training program for those who wish to become professionally competent as a Change & Transition Strategist. The purpose of this training is for this work to become part of your career path. It may be used in conjunction with other work you are already doing such as psychotherapy, business consultation, or dharma teaching. Or, it may be your stand-alone professional work.


The one specific prerequisite for taking the Change & Transition Strategy Training is to attend a Changes & Transitions Workshop as a participant. The reason for this is for you to experience directly the benefits of this work and also to see if you resonate with the principles of this approach. It is also an opportunity for us to observe your interpersonal skills as a participant in group process.

Additionally, you may be asked to do a few consulting sessions with either Phillip Moffitt or one of our other Strategists.

After 30 years of practicing as a psychotherapist, I realized this work was no longer a good fit. I was inspired to take the Change & Transition Strategist Training after attending one of the workshops and doing individual sessions with Phillip Moffitt. Beyond the deep satisfaction I now feel in doing Change & Transition Strategy work, what I had not anticipated were the many ways in which this training and its expansive exploration into the nature of change would change me.

– Alison Teal, Certified Change & Transition Strategist and Licensed Psychotherapist

Frequently Asked Questions about the Professional Training

The next training begins in May of 2020. We will open the application process in May of 2019.

The retreats take place in Northern California. Some are at residential retreat centers and some are at a hotel in Marin County.

The tentative schedule for the next training is:

  • May 13 – 17, 2020
  • September 16 – 20, 2020
  • January 15 – 19, 2021
  • May 12 – 16, 2021
  • September 15 – 19, 2021

The tuition is on a sliding scale of $12,500.00 to $15,500.00 for the five training retreats. Any amount paid above the base tuition of $12,500 is considered a tax-deductible donation to our non-profit organization and goes directly to fund programs.

The typical cost of a five day retreat at a residential retreat center is about $1,200 based on double occupancy.

We offer a quarterly tuition installment plan.

You begin to work with clients immediately after the first training retreat. During the first retreat, you learn the foundational principles and techniques of Change & Transition Strategy consulting. You do practice sessions with your colleagues during the training retreat.

In between each retreat, there is one small group video conference meeting for which you will need to do homework. The homework is a short reading selection and a writing assignment. Additionally, you find and work with clients. After the third training retreat, you begin to teach small groups. At some point during the 17-month training, you assist at a Changes & Transitions Workshop.