Professional Training

Overview

The Change & Transition Strategist Training Program encompasses

the wisdom, tools, and protocols that Phillip Moffitt has developed over the past 35 years of doing Change & Transition Strategy with

individuals, groups, and organizations.

 

The primary goal of the training is to equip you with a deep understanding of the nature of change and how to respond to the challenges that people encounter around making change. As a Change & Transition Strategist, you support others in developing a wise relationship with change and empower them to have more clarity, choice, and well-being.

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 continuity.

Learn to Lead
Workshops & Classes

You learn to lead Change & Transition Strategy 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.

Personal
Development

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 — working with individuals one-on-one and offering group programs. 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 and Class Series but also encompasses keynote talks and daylong presentations. The workshops and class series are comprised of talks 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 35 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 current training program here.

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Retreats, Homework, Mentoring

The professional training program consists of five 5-day retreats (3 in-person in California and 2 online). The program begins by focusing on how to do this work with individual clients and you begin to work with practice clients after the first retreat. Later retreats focus on teaching groups. In each retreat, there are modules that deepen your skill and wisdom in relating to your own life and will support you in facing any personal issues that you need to address. Another major component of the training program 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 a required part of the program. There is also an individual mentoring program in which each trainee is matched with a Certified Change & Transition Strategist.

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.

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Prerequisites

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.

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“

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 program will start in September of 2023. We will open the application process in early September 2022.

Phillip Moffitt is the lead teacher of all the 2023 – 2025 training retreats. Jennifer Ward, who is Phillip’s longtime colleague at Life Balance Institute and a Certified Strategist since 2018, is co-teacher. They will be joined by a few assistant teachers (all Certified Strategists) who will teach selected training modules.

We plan to admit a maximum of 24 participants to the training. This small size allows for plenty of personalized attention from the faculty and for the group to form close bonds with each other.

There are 2 online retreats and 3 in-person retreats that take place in California.

The schedule for the next training is:

  • September 10 – 15, 2023 (in-person)
  • January 23 – 27, 2024 (online)
  • May 14 – 18, 2024 (in-person)
  • September 17 – 21, 2024 (online)
  • January 28 – February 1, 2025 (in-person)

For in-person retreats, plan to arrive on the day prior to the start of the retreat.

The tuition for the training program is on a sliding scale of $13,000 to $16,500.00. Any amount paid above the base tuition of $13,000 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 Life Balance/Change & Transition Strategy consulting. You do practice sessions with your colleagues during the training retreat.

You will have homework to prepare in advance of each training retreat that consists of reading assignments and writing reflection exercises. In between each retreat, there is one small group video conference meeting for which you will need to do homework. Immediately following the first retreat, your assignment is to find and start working with practice clients. You will continue to work with clients throughout the training program. After the fourth training retreat, you begin to teach small groups.