Tag Archives: visual coach

The P Words of Your Professional Practice: Process & Positioning

It’s a busy and fun May. My Magic Marker Masterminders are coming for a retreat (as you read this, we’ll be smack in the middle of Day 1). And the week after that I travel to co-host a 2-day retreat for our THEO Accelerator. Both of these programs, in one way or the other, support participants in defining and aligning with their “IT” … most often some sort of helping or process professional venture (be it as a coach, therapist, counselor, consultant, facilitator, trainer, visual scribe, empathy/intuitive or other process oriented role). And, given my visual predilections, some are keen to integrate visual tools into how they work too.

In supporting these folks to be more fully who they authentically are, I find myself in our group and private sessions emphasizing two powerful P words over and over again: process and position.

Basic Definitions:
Process is what are they actually DOING with their clients … as in what is the flow, organization or structure of their work with their ideal clients (be they groups or individuals). And position is the highest altitude or BEING that they occupy or assume given the processes they are qualified to lead.

You May Have Several Process Competencies:
Some practitioners may have several processes that they are competent at (i.e. I am skilled in visual recording / scribing processes (taking visual summary notes), facilitation processes (most often strategic planning, team building and conflict resolution/mediation) and am a pioneer in visual coaching processes (our SHIFT-IT System® with its 17 visual maps is an example of a custom or signature process).

Careful Not to Sell Yourself Short:
It becomes important to position oneself around the highest value process that one is equipped to lead, to not market yourself too low down the value chain (even if scarcity thinking might influence you otherwise).

In the example I gave of myself, it wouldn’t behoove me to position myself as a visual recorder or scribe (even though I did this work for years and am skilled at it) as this would take away from my higher worth as a consultant, coach, facilitator and educator/mentor. Yes, I may occasionally take on work that is lower in scope than I am capable of, but it would be a mistake to strongly position myself in the marketplace at those more junior levels.

I recommend to my clients that they position themselves at the top of what they are capable of and cascade their offerings down from there (with the more junior stuff listed at the bottom or not at all).

Often people (especially women) position themselves too low down the value chain. My job as their business coach is to get them to value themselves and what they do properly. So they aren’t inadvertently shooting themselves in their own foot.

Put In Your Miles (you can’t skip steps):

Let me say that I strongly believe that one needs to put in the time to be decent, good and competent at your craft (read Malcolm Gladwell’s Outliers).

Often this means mileage, mileage, mileage — putting in the miles (and hours) to get good at the processes you deliver. Then you can ethically position yourself in the marketplace as you go.

I am a BIG fan of doing what you need to, to develop your chops (especially pro bono or lower fee work when you are starting out or adding a new skill to your repertoire). Then adapting your positioning accordingly. The more you do the better you get … and you can legitimately position yourself as an answer to your particular client base’s problems.

To Use Other’s Processes or to Create Your Own:
An issue that often comes up on the developmental path of a Process Professional is what processes to focus on and how to add them to your toolkit. Whether to use someone’s else processes or to go through the developmental curve of creating your own — or both (use others and your own).

Given I’m someone who certifies other professionals to use our own signature process, where it’s a fit, I fall on the side of using other’s processes where you are ethically empowered to. Many professionals and organizations empower others to use their intellectual property through various means. This can be an effective way to quickly and efficiently add a process to your toolkit. To make your segue to being an effective Process Professional a quicker one. And, you can always create your own processes with clear distinctions down the line when you have some more experience under your belt and move into territories where pre-created processes don’t exist yet.

There are many processes on the market that cater to Process Professionals, with various parameters and boundaries attached to them. These, particularly for newer or beginning practitioners, are a great way to get quick understanding and entry into a niche or access to handy tool(s). Here are a few of my favorite examples:

Our SHIFT-IT Visual Coaching System via Visual Coach Certification
The Grove’s Strategic Visioning Process
Global Business Network’s Scenario Planning
Carol Pearson’s Archetypes Methodology
Myers Briggs Typologies
The DISC Assessment

Being Ethical:
I’m preaching to the choir here, as folks who receive my eZine are most likely super ethical people … however an FYI that it is not cool to rip off other people’s processes. Yes, we get influenced by what we read, what we come into contact with and what we experience … that is natural. However, I belief that its not right to copy, mimic or downright borrow (steal) other people’s processes. They went to a lot of hard work, sweat, tears and probably investment to get their processes to where they are. It’s crappy to take without proper compensation and agreed upon attribution. Plus, you shoot yourself in that foot via the funky energy that such actions generate — the Law of Attraction has a way of creating an even score in very fitting ways so be forewarned on the boomerang effect!

Evolve As You Go:
Being a Process Professional is a wonderful adventure … one that can hold you in good stead for a lifetime career. It’s wonderful to have a profession that allows one to follow their interests and to change and adapt one’s work as their personage changes too. And to get better and better with seasoning and age. Wishing you all the best in the evolution of your adventures as an effective Process Professional!

P.S. Are you establishing a new Process Practice? Are you a seasoned Process Professional in the midst of revamping your practice to make it authentic to who you are now? If so, check out our upcoming Outer Work Course: Biz Basics for Process Professionals. 10 Weeks Online, Starts Wednesday, May 22nd!

©2013 Christina L. Merkley

WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other process professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and
www.visualcoaches.com


7 TIPS TO BUILD YOUR 50-300K BIZ


MP3 File

 

I’ve run my own biz for over 12 years now. When I started, I was excited but scared as heck. Along the way I have learned A LOT about not only how to survive but how to thrive doing what I love.

For years I’ve taught and mentored others in how to do the same through private coaching and our various courses, particularly the longer term masterminds.

I want to share briefly with you what I’ve coined my “Outer Work Model” … the seven stages for building an operation in the 50-300K range.

Stage 1: INSPIRATION
It all begins with Inspiration … the idea, hunch or urge that niggles at you … the thing that wants to manifest through YOU. If you are new to self-employment or entrepreneurship, it’s the craft, practice or business that you want to launch (even if you are apprehensive, nervous or downright scared … and don’t know yet how to do it).

If you are already in business, it’s the thing that now wants to be birthed … the evolutionary whisper, rumble or shout that urges you to change, transition, or revamp; even though, or sometimes because, you inhabit a nice comfort level … but part of you doesn’t want to stop there because it knows there is more for you to evolve to and it wants you to GO FOR IT!

Stage 2: IDENITY & BRAND
Embedded in Inspiration is rich data about your emergent Identity and Brand – who you are as a practitioner and leader and what your ‘IT’ is. This stage can take some time, so it’s important to be patient and let the creative process do its work. After wrestling (and doing good exercises of assistance) you extract what your business identity truly is (at this point in time) You realize how authenticity, congruency and ‘being who you really are’ serves not only your soul but powerfully attracts your Ideal Client too!



Stage 3: STRUCTURAL BASICS
With a clear identify and brand (or at least clearer … cause you must get used to acting before total perfection sets in) your focus now turns to the Structural Basics that create a secure foundation for your business. The legal, banking, bookkeeping and accounting “Must Haves” … that create a strong girding for the services and/or products that you offer your Ideal Clients.

Decide on a beginning biz structure (sole prop, LLC, Inc.), where to bank, find appropriately skilled bookkeeping & accounting professionals to assist you … all the basics that you’ll need to conduct biz from. Through this process you will develop the sense of your biz being a separate entity from yourself (because it is!).

Stage 4: OFFERINGS

From your identity and brand work you know who you truly are and the clients you serve. Next, you need to get very, very clear about what your offerings to them are (the service or products that you provide as solutions to their needs or problems).

Again, you must exert patience as you likely will not be able to instantly do everything that you want to … building a proper sales funnels takes time. Start with the obvious, low-hanging fruit. What are the one of two services and/or products that you can immediately focus on? Then strategically continue to add to those over time. New offerings emerge from your client base, as knowing your market impacts what you offer them next because you intimately know what they need and want.

Stage 5: SOCIO-TECH SYSTEMS

Yes, you have built Structural Basics into your Business but you also must consider the role of Socio-Tech Systems too — the people (virtual contractors or in-person employees) and technology that help you effectively serve your clients (web tools: sites, blogs, stats, security, software, hardware, payment options, automation aids, etc). Where you play (or want to) on the 50-300 scale determines the extent of the people and tech systems you need.

Like offerings, start simple and build from there. You don’t have to do it all this Red Hot Minute … chill and take an evolutionary approach to your system building. The size of my own operation and team has snuck up on me over time … gently growing alongside my offerings (and very connected to my own personal development as a practitioner and leader … change happens first on the inner then manifests on the outer).

Stage 6: MARKETING & SALES

For some these are dreaded words … and I was a bit leery of them too when I began. But FYI, Marketing & Sales is a necessary part of any business and from personal experience I can assure you it can also be fun and enjoyable (even for those who are naturally shy).

It’s a matter of starting exactly where you are and with those in your immediate network and branching out from there. Plus, in this incredible day and age there are wonderful tools that no other generation in history has had good fortune to have at their fingertips (the internet and social media!). Old school ways still work, however if you have web or tech phobias you must deal with them or at least partner with people who are comfortable in these realms – otherwise you will miss out on incredible ways to link your offerings up with the folks who truly need them.

Stage 7: ADAPT OR CLOSE?

Business is an organic, alive process. You may operate for years but one day reach a crossroads … decide whether to keep going and make adaptations (cycle thru model again with a refined inspiration) or to close shop.

Alternatively, it may be time to bring a ‘conscious death’ to your biz if your inspiration has run dry. Far from taboo, the discussion of the death of your biz could lead to the birth of a new one, or blossom other areas of life instead.

THE SECRET SAUCE:
POSITIVE MINDSET AND RESILIENCE

The seven Outer Work stages I have just outlined are essential and practical … however there is a secret sauce that runs underneath all of the others. And that is the cultivation and nurturance of a Positive Mindset and the stance of Resilience.

Its normal when you are first starting out (or revamping) to be nervous, apprehensive and do a bit of avoidance or procrastination on your biz building.

However, you can’t allow that to fester and keep you from implementing your steps. You must learn the art of emotional mastery … how to accept your emotions yet also how to effectively move yourself up the emotional scale so you don’t take yourself out before you have even begun. Such a shame if you allow your fears, resistance and discomfort to keep you from getting your “IT” out there … as our world needs as many aligned, productive and successful Process Professionals as it can get!

Go For It:
From my own experience I can tell you that nothing beats the sweet feeling of having faced your dragons and done it anyways! There have been many times when things felt scary, confusing and overwhelming, but having this model and consistently implementing it have got me to where I now am (and to the phase my company is now going through … moving from primarily an online biz to brick & mortar (creating an office hub here in Victoria with in-person employees in addition to our wonderful online team). For those that this article speaks to, I say ‘go for it and keep on going’. Hopefully I’ve given you some ideas and some inspiration in these paragraphs to feed you on your path.

New Upcoming Course: FYI, for more in-depth mentorship with me on how to build your 50-300K practice, with the support of other
like-minded people across the globe also doing the same, check out our new Biz Basics for Process Professionals course. Fully online (so you can take it from the comfort of your own home no matter your geography).


Events Calendar

SHIFT-IT SCHOOL: UPCOMING COURSES

BIZ BASICS FOR PROCESS PROFESSIONALS
For Consultants, Facilitators, Coaches, Content Experts, Scribes, Artists, etc.
10 Webinars, Wednesdays, May 22 –July 24, 2013, noon-1:30 PDT

Developing one’s craft is only part of the puzzle in having a successful solopreneur practice or small business — to understand and successfully implement solid business strategies are another. Previously my ‘Outer Work’ model to create and maintain (or revamp) a venture in the 50-300K range has only been available to students in our longer-term masterminds. Now this practical and much needed info is offered, for the first time ever, in a condensed online format. Topics include: inspiration, identity & brand, structures & banking, offerings and proper sales funnel creation, sales & marketing (including social media), pricing and effective collection policies, tech and administrative support (team building), bookkeeping & accounting, and partnering and joint ventures. And, the positive mindset and resilience that underscores it all.

New Class!!!
More Info and Registration


FUNDAMENTALS OF INTERACTIVE-VISUALS (in person version)
May 30 – June 1, 2013, Victoria, British Columbia, Canada

Over 87% of your facilitation, coaching, training and consulting clients are visual thinkers – learn powerful visual skills to boost the effectiveness of how you work with them. This professional skills training thoroughly covers custom chart work, visual scribing, visual facilitation and visual coaching (the four main applications of working visually with groups and individuals) so you can add these powerful tools to your own consulting, facilitation, coaching and training offerings. In-person version only offered once a year, so act fast to claim your spot. 

Just 4 Spots Left!
More Info and Online Registration

* Note: Pre-requisite for Visual Coach Certification and Magic Marker Mastermind.


PRIVATE BIZ COACHING AND VIZ SKILL APPRENTICESHIPS
2013: In person in Victoria, BC, Canada and/or Via Video Conference

Keen to integrate the visual way of working into your consulting, , facilitation, training or content rich business? On the fast track to becoming a Visual Facilitator, Coach or Scribe? Christina Merkley has limited availability in 2013 for private business coaching and visual skills apprenticeships customized for your unique needs. Get the power of a highly skilled and supportive visual pioneer working one-to-one on your success!

* Exploratory Chat with Christina to discuss your goals and determine which package best for you. Email admin@shift-it-coach.com to book.

Private Biz Coaching         Private Skills Training


Give … Yet Know Your Worth

Given the supportive and personal nature of the work we do here at SHIFT-IT Coach, Inc., its not unusual for clients to send us updates about how they are, what they are doing, and indicate how the outer and/or inner work they did with us has continued to impact them … often with expressions of appreciations.

These kinds of emails make us all feel REALLY good and underline the reason we are in biz in the first place … to make a difference in the lives of our clients and those they impact.

Recently we had two unusual emails … unusual given the length of time since we had last had contact (2 years in one case and 7 in the other) and unusual in that neither of these people were technically clients (didn’t actually purchase anything from us). Both had referred to complimentary Exploratory Calls they had with me that carried a lot of impact … words that had echoed for years and guidance they implemented that changed the trajectory of their work and life.

Both were very gratifying emails to receive and reflect on. On reflecting, I thought I would share a few of my thoughts about giving, the Law of Reciprocity … plus also the importance of owning and standing in the power of your value and worth.

Thoughts on Giving:
As part of the marketing arm of our business, we actively gather client testimonials (as nothing highlights the worth of our services or products better than a satisfied client sharing their positive experience). A word that surfaces repeatedly in these testimonials is ‘generous’ … that our programs, and me as an individual, give a lot. With the risk of blowing our own horn, I think this is a fair assessment … we DO give a lot. Always have and hopefully always will. And I actively coach my clients to do the same.

Why, do we give a lot? I think a lot of it has to do with being pleasers … wanting to make people happy (that is the nature of being in a helping profession). And genuinely wanting people to be satisfied in their experiences with us. While there can be a shadow side to pleasing (co-dependence comes to mind) I have also found that giving is extremely good for business (and life). Happy clients communicate their happiness to others. Giving comes back to you!

The Law of Reciprocity:
Early on in my career (and again when I moved – both geographically and subject wise) I did my fair share of pro-bono and lower fee work. Even now we occasionally donate our services or do something unexpected if it feels like a congruent fit for us. And we have always given lots of useful content in articles and on the blog and even Exploratory Calls for those who want to talk about our services (like the two folks who sent us those emails years later).

I recommend this approach to clients who are also Process Professionals as I believe that what you give comes back to you (perhaps not via the same person or group that you gave it to … but it comes back to you somehow and somewhere … as that is the Law of Reciprocity – the universe has a way of keeping the scales balanced).

Know Your Worth and Respect It:
There are a few important things to remember when giving … where the line is for an appropriate boundary and the importance of really knowing your worth.

Obviously at SHIFT-IT Coach, Inc. we are in business, and we can’t give ALL of our information and time away for nothing. So we exchange plenty more in the context of a fairly priced program. This is not selfish, it’s just a mature business boundary that keeps us in business being able to afford our staff, invest in needed infrastructure, keep developing new offerings, etc.

The other thing that helping professionals (myself included) need to watch (in business and in life) is being taken advantage of by people who are self centered or self-serving and/or downright greedy. Some folks will take, and take, and take, if you are willing to give, and give, and give … and have no qualms about it.

The onus is on us not to allow our giving nature to be harmful to ourselves. To establish a healthy functioning boundary and enforce it if need be, rather than expect the other side to change their scruples or morals. It’s important to know our worth and value … and stand nicely but firmly in it. Nobody can take advantage of you if you deeply know your own worth and value and create and enforce appropriate boundaries when needed. Good to be a ‘helping’ person but no need to be silly about it at the expense of yourself!

©2013 Christina L. Merkley


WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: SHIFT-IT Coach, Inc. is a boutique training and coaching company specializing in visual process work for groups and individuals. Founded by Christina Merkley, pioneering Visual Facilitator and Coach, we work deeply with individuals, partners and conscious businesses to define and manifest what you really want. We also train Process Professionals from across the globe in our innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com.


The Joys and Challenges of Group Dynamics


Back in the day when I studied Organizational Development, we learned a model of development for teams called The Tuckman Model. And its something I’ve come back to again and again in the decades since in my facilitation and coaching work … it’s a model that has really stood the test of time, not only in my practice but for process consultants across the globe.

In a nutshell, it’s a model that explains and normalizes the natural stages that a coach-and-client, group, team, organization, community or other entity goes through in terms of getting to high performance. There is a polite, forming stage, a challenging storming stage, a stabilizing norming stage (where things pop into a higher level of order) and the juicy performing stage where advancement leaps occur … where the rewards of the early stages are reaped.

I am of the firm belief that this model also works for individuals and for communities. So I’m choosing to share it here in the e-Zine for the benefit of my private coaching clients and those I work with in our SHIFT-IT Online Group and our THRIVE programs (this article is modified from a THRIVE forum post of last week).

Forming:
When any group or team is formed (including a coach-and-client partnership and online coaching groups), members can expect to go through some predictable and normal stages in acclimatizing to each other and their shared tasks. This first stage is a polite, beginning phase where the parties meet and get acquainted and get a sense of the articulated (or unarticulated) ground rules of how they will operate. Formalities are preserved and in short, everyone is on good behavior, keeping apprehensions, reservations or concerns (if there are any) to her or himself.

For new coaching clients or participants in coaching groups … this first stage is where they may not be sure about how things will go with the coach or the coaching group or what the experience will be. They are willing to jump in and go for it but its an unknown stage — where clients take a leap of faith and hope for the best. During this stage its normal to be confused about how things fully work, how to use various technologies or communication routes, to be more shy or quiet than usual, and to be unsure or not totally confident about the other players involved. Its all brand new and untested.

Storming:
After the forming stage its natural to morph into the storming phase. And while uncomfortable (especially with all this amped up energy we are being bathed in during this latter part of 2012) this stage is also perfectly normal and to be expected from a process point of view.

This is where we find ourselves agitated, triggered or activated about things going on in the coaching alliance or coaching group. The niceties of the first stage have fallen away and individualistic feelings are now felt and expressed (either passively or directly). Members are still primarily functioning as separate individuals … the unity or synergy of later stages has yet to appear. In fact, the individuals involved must successfully navigate the important storming phase in order to graduate to greater coherence. This storming phase can be quick (a matter of minutes) or long (days, weeks, months or years — if the members have to stay in the group for employment or other reasons … resulting in toxic environments that process professionals are often brought into to help resolve if possible).

There is such an opportunity inherent in the storming stage if members can communicate their feelings and work through them — that leads to greater understanding and empathy and operating at a higher level … move into ‘we’ rather than just a set of separate ‘I’s.

Norming:
Once (if) partners and groups make it through the storming stage then stability starts to happen in the more peaceful Norming stage. Things start to make sense, ahhas, breakthroughs and paradigm shifts occur. The feelings that are up for each individual come into visibility and the sharper edges get polished down through communication and aligned actions. With less activation and more general optimism and team spirit the tone of interactions take on a pleasant and enjoyable feel – of one for all and all for one. Norms and successful systems and ways of operating are established and members work successfully together.

High Performance:
With continued focus on our higher intentions and continuing to ‘work out the bugs’ as they emerge, we reach the holy grail … High Performance … or in THEO lingo “Emotional Mastery”. When we stick with the coach, group, team, organization or community long enough to work it out naturally on our own (or through the aid of a skilled process worker) the norming stage gets institutionalized and then the Flow or Synchronicity that author Mihaly Csikszentmihalyi speaks of kicks in.

High Performance is a joy to be in. Its that powerful alliance between a coach and client that is so beneficial and enjoyable for both … or in the case of a coaching group, team or organization a thrill for all involved. Its those communities or companies that stand the test of time … where members stay for long stretches of time not because they have to but because they want to. Or, if they do leave (adjourn, because its time and things have come to a natural conclusion) its done with a happy heart and with good feelings … with fond memories being created and cherished. A touchstone or measurement for future alliances.

Adjourning:
Most partnerships, coaching groups, teams, groups, organizations and communities come to a natural end at some point (either through changes in conditions or changes in the needs of individuals). As such, there is a wonderful opportunity to close things out in a conscious and honoring way. To be thankful and appreciative of the experience and to wish all members well on their next steps and diverging paths.

It always a sadly sweet experience for me to bid farewell to a high performing client or group. SHIFT-IT and Interactive-Visuals work is powerful stuff (as is the collaborative work that I do with The THEO Group) and its an honor to be a stepping stone on people’s paths and do good work together. A good coach or teacher knows that endings are part of the deal — successful process professionals want to empower their clients as quickly as possible not breed dependency. Client will move onto new experiences (either with you or with somewhere else) and Tuckman’s cycle plays out again, to whatever level it needs to, in the new container. ;

Not So Neat and Orderly:
A final thing to emphasize before I conclude is that these stages don’t happen in a neat and orderly fashion … the map is not the territory. And there is no guarantee that High Performance will indeed be reached (however the good news is, with consistently applied emotional mastery and aligned actions, the odds get highly stacked in our favour!).

Where the first graphic is handy for explaining the overall model and its stages. The graphic below shows how the stages actually happen in a much more organic and haphazard way.

Our process with coaches, groups, teams, organizations and communities will most likely not process in a neat orderly fashion. In fact, Tuckman’s model actually shows us that it is naïve to think otherwise. At times, we may feel like we have moved backwards or are going in the wrong direction. Our stages will jump all over the place and there is the real risk of being taken out by storming or reaching a plateau with norming and going no further. That is just the nature of development work — and what makes it so DARN exciting too!

I wish you all the best on your journey of unfoldment in whatever alliances you are a part of and thank you for letting me share my ponderings (and making the link between coaching and spirituality work with a well worn process model from the consulting world). I hope it will give you support in understanding your own unique journey with the people and groups you are in connection with.

P.S. If you are interested in learning more about deep process work for your own development, our THRIVE course is adjourning however from that foundational platform an advanced experience called The THEO Accelerator is forming … for those seeking longer term support for their manifestations in 2013 and beyond. Participation in THRIVE is a pre-requisite however a Home Study Kit is available. Read more to see if this leading edge program is a match for you!


©2012 Christina L. Merkley

WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com


Yes Virginia, There Is a Santa Claus … You!


MP3 File


I’m in the midst of fulfilling our fall programs here at SHIFT-IT Coach, Inc.  Have completed SHIFT-IT Online Group, and am in the middle of Thrive in the Time of Awakening & The Fundamentals of Interactive-Visuals … plus am navigating interesting curriculum and biz expansions for 2013 and beyond.

There is a bit of a theme happening these last weeks that comes to the fore when I sit down to write this ezine. It’s a theme about manifestation and what it takes to create a fulfilling life. And it’s a theme about the balance of magic, wonder and awe with the pragmatics of good old-fashioned hard work, discipline and follow-through.

With Fundamentals of Interactive-Visuals I’m guiding process professionals through the ins and outs of learning and implementing visual skills into their own practices.  With THRIVE, we’re doing deep inner work (called Soul Integration) to identify and heal fragmented aspects of ourselves that are interfering with our ability to live full Soul-Centered lives.

Procrastination and Other Resistance:

Certified Visual Coach® Alison Crow developing her viz skills.

Banner for THRIVE Class


In both classes the intent is to empower people to take responsibility for their own development. We give them the skills but it’s really up to them to use them and go through the process of integrating them into their own experience. Like learning any new skillset its takes commitment, persistence and lots of application to reap the rewards — to go from being ‘consciously incompetent’ at something to being ‘unconsciously competent’ … on the route to mastery.

The Resistance Wall
At around the half way mark of both programs what I call ‘The Resistance Wall’ starts to predictable show up. The early glamour wears off for some folks, when they realize that visual work and spirituality work … well, they are ‘work’. That a magic wand doesn’t magically anoint them with new skills or a new state in life just by signing up … they have to commit to their development process to reap the rewards. If they do, they get awesome results. If they don’t … they won’t.

Doing and Being:
The development process is not only an outward one of taking action, but also an inner one of softening resistance, frustration and negative self-talk. The learner follows instruction and completes recommended exercises and processes but also has to concurrently manage their emotional landscape. Learning how to ‘allow’ their process as it is … to not demand instant results but make their natural unfoldment ok, good and perfect. The ‘being’ is just as important as the ‘doing’ … in fact without more relaxed being the doing can often get stopped in its tracks. This is where folks start falling of the radar screen … getting busy in other things, deciding they don’t want it after all, or my personal favorite … blaming the teaching or container and other forms of acting out.


You Are Your Own Santa Claus:
I love magic and wonder … and I love creativity, flow and synchronicity.

And I also love things being ‘easy’. And am a big believer that when there is passion there is easiness or at least pleasure and enjoyment.

All the fabulous right brain stuff!

You are probably aware of the famous “Yes Virginia, There is a Santa Claus” New York Sun editorial. It’s a lovely sentiment that continues to stand the test of time. However, I would put a twist on it: Yes Virginia, There is a Santa Claus … and it’s an energy that resides in you! Magic is not some outside force that grants good stuff to some people and not to others. It’s the natural effect of lining up your internal energy in such a matter that you become a Vibrational Match to the things that you say

Alignment is An Inside Job:
A good teacher, coach or mentor can certainly help you in reframing your thoughts into more productive patterns. But they can’t be there with you 24/7. Eventually you need to take more and more of that job on yourself. And, it’s not really about thoughts at the deeper level anyway. It’s about the feelings that those thoughts activate in your physical and emotional bodies.

Soothing Thoughts for your Development Path
So, if you are an Interactive-Visuals or THRIVE student, or anyone who is in the process of becoming your Next Self, here are some soothing statements to reassure the negative beast within … and hopefully bring some stabilization and calm to your development path:

  • Any new skillset takes investment in time and resources to develop, that is normal and ok.
  • Nobody is perfect to begin with (in fact what is perfection anyway … its more about ‘good enough is good enough for now’).
  • Anyone who is good at something went through an awkward growth stage at some point in their development, so why should I be an exception?
  • I’m good at lots of things, its just going to be a process to over time get good at this too.
  • Most people aren’t savants … they don’t magically wake up being exceptional at something – like Malcolm Gladwell writes about in Outliers,
    the research shows that it takes 10,000 hours to reach mastery.
  • Thankfully I don’t have to reach mastery in order for my new skill to be of good use.
  • Comparison is only useful to a certain level, if its not making me feel good to look at other people’s output, then I can stop doing that and focus on, accept and love my own unique journey.
  • There are learning curves for everything. Training wheels are normal to start with. Eventually I’ll move through my mimic stage to develop my own signature style. For now the mimic stage is fine granted I give credit where credit is due and respect intellectual property boundaries.
  • My teacher’s responsibility is to provide a useful and well organized curriculum, its my responsibility to implement it.
  • I’m doing great. I’m proud of myself. This is a journey that I can relax into. I don’t have to have it all figured out and implemented this red-hot minute!
  • I trust my process. I trust life. Life is good. I’m fortunate to live in this time and space and have the access that I do.
  • I’m really appreciative of this experience I have drawn to myself. Its fascinating, I’m learning a lot. I’ll figure out how to apply it all as I go along.
  • For now, I can enjoy my process. It’s uniquely mine. Nobody else in the multiverse is me. I’m contributing to the whole by just being authentically me.

©2012 Christina L. Merkley

WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com


YOUR SEEMING PROCRASTINATION MAY ACTUALLY BE RIGHT TIMING

As someone who works in a lot of strategic planning venues … with both groups and individuals, I know a thing or two about drawing out desired destinations and creating plans to get there. And about the common bumps one can encounter along the way.

Procrastination and Other Resistance:
One can draw out an excellent Desired Vision and logical Action Plan … but if action isn’t taken the whole exercise can seem to be null and void. And in some cases it is. Why action hasn’t been taken is the fascinating part. In most cases action hasn’t happened because the person or system has allowed some sort of resistance to block change.

Resistance can be related to many things. Often its roots lie deep in a person’s (or system’s) beliefs about themselves and what they say they want. The beliefs create a funky energy of doubt, fear, lethargy and unpleasantness and unless they are brought into the light of day and SHIFTed then procrastination and other sabotage results. The status quo (even if it’s detrimental or sadly out of date) seems better than doing the mature work to identify and express negativity in order to properly process it. So people and systems opt to tread water and stay in the same place rather than take on the growth challenge.

Another Option:
In other cases (and even sometimes in the cases above) something else can be happening at the subtle levels. Their change process is still happening, but its hibernating in a cocoon stage … waiting for other conditions or circumstances to line up so faster momentum can eventually kick in. This process is called “Right Timing” or “The Law of Not Skipping Steps”. Everything has an inherent order to it and needed steps and maturation can’t be skipped.

Examples of Right Timing:
Many of you are familiar with the Law of Attraction work of Esther Hicks and her late husband Jerry known as Abraham-Hicks. I’ve listened extensively to their workshop recordings and attended many live events. One story that the Abraham-Hicks material uses to demonstrate the power of Right Timing is the story of Esther and the booking of airline tickets.

The story goes that Jerry was giving Esther a hard time about calling the airline to book tickets for their extensive travel schedule. And Esther knew she ‘should’ be calling but she just couldn’t make herself do it. Then, one evening, quite late, she got the inspiration to pick up the phone and dial. When she did, she got a delightful booking agent who had the magic touch … flights that had currently been unavailable now had seats that would coordinate with their other flights. In a matter of minutes she booked their whole fall travel schedule and had an enjoyable time doing it. An example of following the call of inspiration and “Right Timing”.

My Example with SHIFT-IT:
I have an example of Right Timing that I often share with my coaching clients when they are frustrated with the naming of their business and/or creation of their own signature systems. In the early days of creating Visual Coaching, I struggled with what to name my business and felt lots of pressure to create a unified system for my work. For a year I felt an enormous amount of pressure and was quite hard on myself that it wasn’t all coming together in the way I felt it ‘should’ (there is that ‘s’ word again).

Then, one rainy winter afternoon, a few months after returning back home to British Columbia; I had an inspiration … “SHIFT-IT” popped into my mind.

I grabbed a piece a paper and wrote it down. Then started playing with the letters to come up with little taglines for each letter (as SHIFT-IT is an acronym that sums up my seven stage visual coaching process).

Bing! Bang! Boom! In a matter of 10 minutes the name of the overall process (which became my business name) and the names of the seven stages downloaded. And, in that heightened state of creativity, I strolled over to the local coffee shop and in a gloriously fun afternoon cranked out 17 visual maps – most, with a few changes, are what you still see in my SHIFT-IT Visual Coaching Process®.

My biz name, system and tools were revealed to me when I was truly ready. After I had cleaned up some things in my personal life, after I had made another big move and relocation, after I got myself settled with a proper home and set-up, after I had a local coffee shop where I could sit and write, and after my life had been calmed down enough that I could actually HEAR that quiet voice inside of me that had the genius. Go slow to go fast!

So Chill Out:
Soooooo, if you are one of those impatient people who think it needs to all happen this Red Hot Minute … my advise to you is to CHILL OUT and respect the wisdom and timing of your creative process. You can’t skip steps!

If you need to get your Visioning/Action Plan sketched out, or, if you have lots of funky feeling resistance to your Vision, then do your resistance work to bring your negativity up into the light of day in order to SHIFT-IT (see previous issues for tons of tips and suggestions, SHIFT-IT Online Group, Thrive and Private Coaching with me and my Certified Visual Coaches).

However, after you have done that, and things still appear not to be moving … give a good look at WHAT IS actually happening in your life. Chances are changes ARE happening right under your nose … you just aren’t giving them their proper respect. Things that need to fall into place BEFORE your genius can be revealed to you ARE happening, you just aren’t noticing or appreciating them in your haste to have it all done right now dammit! Relax, your Higher Self is unfolding things in a pace and order that is brilliant. You just need to relax and trust. Trust that it is all unfolding perfectly. Your conditions are coming step-by-step into place so you can properly receive your genius and fulfill it effectively. How great is that?!!!

Recommended Resource: Elizabeth Gilbert (the author of Eat, Pray, Love) has a wonderful Tedtalk: Your Elusive Creative Genius, check out if you haven’t seen yet. We often use this talk in my Fundamentals of Interactive-Visual trainings to practice visual recording given its themes for those on a creative path.


©2012 Christina L. Merkley

WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com


Trust Your Rapid Acceleration


The Siren Call of Paper, Markers, Color!

Do you feel a vague or constant sense of pressure? Is there anxiety but not necessarily a sense about what (or about everything)? Do you have part of the picture but not the full puzzle figured out yet … but feel frustratingly compelled to do so? If so, you have the signs of being in the midst of a creative acceleration. Your life is SHIFTing … you just haven’t reached a fuller awareness yet as to what.

Many of the people who find their way to SHIFT-IT Coach, Inc. exhibit those symptoms. Often its instinct that is driving you … something in the visuals, color, energy, emotion, tone and feel of who I am and what I (or one of my students) do, resonates with you. That’s because you too are a cultural creative … and we are talking your language … a language that you need to speak more.

The Leap:
So, you take the leap. You register for some sample, program or product that I offer (some of you suspiciously wary about the kooky lady on the internet … while others more confident in your selection, due to knowing someone who’s had a good experience). And then you dive into your outer and inner work (if you don’t put it off for months or years or self sabotage somehow in the first few sessions … unfortunately that happens for some).


Exposure and Exploration:
Once you have taken the leap, you enter into a new phase of exposure and exploration. I have two tracks at SHIFT-IT Coach … one is an outer world track and the other is an inner world track — and they intertwine (because both outer skills and inner alignment is needed to succeed with anything). For when you take a holistic approach (using both your left and right brain) your development accelerates

Image Source: www.cartoonaday.com (from Facebook)

Outer Work Track: (left brain):
Our Outer Work track is skill based — I teach you solid, practical, useful interactive-visuals and business development skills to enhance your existing work and/or to create a new livelihood.  If you are new to the visual way of working you begin with Fundamentals of Interactive-Visuals, then work your way into Magic Marker Mastermind and/or Visual Coach Certification.

You are attracted to the visual way of working because it’s highly effective and puts your process work on high octane fuel (plus the visual way of working is FUN — for your clients (87% of which are visual thinkers) AND for you!). Helping you become an effective visual practitioner serves my life mission of provoking societal change (every visual practitioner I mentor, who does good work, helps change the world). And I serve your life purpose by helping you find, develop and express your innate talents in an accelerated fashion. It’s a win/win … for you, me and our world.

Inner Work Track:
The Inner Work track is about your internal clarity, feelings and commitments. Some of you who find your way to us are clear the SHIFTs that you want to make in your professional and/or personal life. But some need assistance in that department. Or, you want to learn how to be of assistance to others who are in that sacred confusion zone.

My SHIFT-IT System® is the place you start — 17 visual maps that work you into clarity and alignment (you can do it on your own through a Home Study Kit, join me in a facilitated SHIFT-IT Online Group or work privately with me or one of my Certified Visual Coaches®).

Through SHIFT-IT you define your Next Self, address your resistance, organize your steps and COMMIT to the process of actualizing yourself. Your Next Self may or may not involve interactive-visuals (as people who use SHIFT-IT as a clarity tool come from all walks of life, ages, industries, professions and niches).

One of the modules of The SHIFT-IT System is called “Trouble at the Border”. It is a module designed to identify and work through your resistance … the negativity, blocks and fears that you may have about what you want. My advanced work at SHIFT-IT Coach, Inc. is deep congruency work — helping you SHIFT your internal belief system and energy so you are a match to what you want.


Thrive in the Time of Awakening and The THEO Accelerator (info coming soon), plus Private Coaching is where this deep congruency work is done – breaking through your blocks so you manifest what you want.

Integration and Life Launch:
After completing your Outer and/or Inner Work with SHIFT-IT Coach, Inc. you enter into an integration phase … where you take what we have taught you and integrate it into your own unique circumstances. Many are embedded in organizations throughout the world, doing internal change agent work. Others are independent professionals and small business owners getting your own ‘it’ into the world. Often there is a mirroring or duplication phase where you mimic what you have learnt from us … but as you keep with it in integrity … your own authentic and original style and offerings emerge. Our courses accelerate your learning and development … however it’s you and your Higher Self who emit your own special flavour, expression and tone out in the world. All of us doing our part we form an international community of process professionals who mid-wife change in its many levels.


©2012 Christina L. Merkley

WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE?
You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com


[SHIFT-IT School] Two Diverse Online Courses Launching Now

The fall season has begun here at SHIFT-IT Coach, Inc. with two more online courses about to launch … both with distinctive flavors.

One a spiritually-oriented experience that helps you do deep integrative work to actualize your authentic self.

The other a skills training for Process Professionals to add the power of working visually with groups and/or individuals to your own toolkit.

1. THRIVE IN THE TIME OF AWAKENING
12 Online Webinars: Tuesdays, Oct. 2 – Dec. 18, 2012, 5-7pm PST

Two upcoming courses!

Thrive in the Time of Awakening is a spiritually-oriented experience co-lead with my friends and collaborators Sheila and Marcus Gillette and THEO (a non-physical intelligence that Sheila, a skilled trance medium, has channeled for the last 40 years). In this special 12-week community, you learn and implement THEO’s “Soul Integration Process®” (with the aid of custom visual tools) to resolve blocks, resistance and negativity to stand proudly in your Authentic Self. For people willing to responsibly work with triggers, activations and conflicts in order to attract more peace, harmony and happiness in life (and the world at large).

Here’s a quick overview of the agenda

Class 1: Welcome & Orientation
Class 2: Meditation and Body Care
Class 3: Soul Integration Process
Class 4: Soul Integration for Relationship
Class 5: Soul Integration for Health
Class 6: Soul Integration for Money
Class 7: Mid-Way Calibrations
Class 8: Connectivity to Guides
Class 9: Expression of Authentic Self
Class 10: Vision and Action Plans
Class 11: Vision and Action Plans
Class 12: Launch and Acceleration

Starts Tuesday, October 2nd
For More Information and Online Details:
http://www.asktheo.com/thrive2012


2. FUNDAMENTALS OF INTERACTIVE-VISUALS
18 Online Webinars: Monday & Wednesday, Oct. 15 – Dec. 18, 2012, noon-1pm PST

FUNDAMENTALS OF INTERACTIVE-VISUALSFundamentals of Interactive-Visuals is geared for process professionals who wish to add the power of working visually to their own client work and content (consultants, trainers, authors/speakers, facilitators, coaches, therapists, educators, scribes/graphic recorders, etc). With an emphasis on PROCESS (not wowie but irrelevant flourish) we cover the full spectrum of visual applications (custom chart work, recording, visual facilitation and visual coaching) and how you can quickly integrate the visual medium into your own toolkit.

Attraction to image, color and creativity but no artistic training or ability required. Anyone can learn to use visuals to assist their process or content work!

BASIC OVERVIEW:

*** Learn the historical story of the interactive-visuals field and what the four main applications are (so you can decide which suits you and your practice best);

*** Hear what the needed and best supplies are and where to source them;

*** Receive icon libraries, visual resources and step-by-step directions on how to integrate visuals into your own practice (no matter where on the visual spectrum you fall … no, you DO NOT need to be an artist to use Interactive-Visuals techniques);

*** Get precise, gentle, connect-the-dots instruction on how to ‘draw’ … I sneak it up on you so get beyond any ‘art phobia’, fear or comparison problems you might have about your creative abilities (this work is really about PROCESS not art);

*** See varied examples and hear detailed explanations of real client work (culled from two decades of working nationally, internationally and digitally with corporate, not-for-profit, governmental and individual populations);

Visual Supplies

Visual Recording

*** Practice your new skills and receive detailed feedback (the online experience enables us to create a real learning lab over 9 weeks … post your work and witness the work and feedback others receive too – very valuable!);

*** Receive supportive coaching on which steps to take to build or enhance your visual recording, visual facilitation and/or visual coaching career (I’ve successfully mentored hundreds of people from around the world and YOU CAN do this work too … just put one foot (or hand!) in front of the other!

*** Connect with individuals from diverse backgrounds and locations also interested in this visual niche — your global visual tribe! (private online forum where you virtually meet one another, upload your work, share tips, resources, etc).

FOR FULL DETAILS AND ONLINE REGISTRATION:
http://www.visualcoaches.com/training/fundamentals/

VISUAL COACH CERTIFICATION PRE-REQUISITE:

This program is a pre-requisite for
Visual Coach Certification®
(if you are interested in being accepted into the 2013 cohort and do not want to travel to Victoria, BC, Canada it is your ONLY way this year to secure the pre-requisite without travel).

I look forward to assisting you with your visual and personal expansion!
Christina Merkley, The SHIFT-IT Coach and Interactive-Visuals Mentor
Christina Merkley
The SHIFT-IT Coach
and Interactive-Visuals Mentor

P.S. Already have basic instruction in visual facilitation? Ready for immediate/advanced mentoring? FYI, 6-month Magic Marker Mastermind now accepting applications.

P.P.S.
For a full overview of 2012-13 courses, see: http://www.shift-it-coach.com/courses/.


Create Your Signature Style

As the SHIFT-IT Coach, I help fascinating individuals get their ‘it’ into the world. Your ‘it’ may have a visual component or your creativity may be expressed in other ways. Whatever expression your creativity takes, our work together is a process of helping you discover your innate signature style. Your own unique way of being the kind of professional you are and representing that to the marketplace … whether you are internal in an organization or participating externally as a solopreneur or business owner.


Pursue What Attracts You:
The first step in creating your signature style is to be courageous and follow the beat of your own drummer and pursue what attracts you. What attracts you may be very different from the environments you come from. Put aside what other people think and have the confidence to trust your own intuition and where it is leading you. You don’t have to have it all logically figured out to begin with (I didn’t), just follow your hunches and have faith that the logic will reveal itself later.

When my journey began in 1994 I followed the impulse to go to the San Francisco Bay Area and apply for a leading edge university (some would say flakey-edge!).  While in school I stumbled onto the visual way of working and did an internship with The Grove Consultants (pioneering Group Graphics firm founded by David Sibbet).  I built my thesis around visual ways of working and despite lots of skepticism, criticism and jests I doggedly pursued my visual interest.

Now, with the roots of those early choices bearing such ripe fruit (the visual way of working is much more mainstream) I’m having the last laugh at those who chuckled at my supposed folly back them. Other people, even if they care a great deal about you, can’t know what your soul’s path is. But your Inner Self does and is guiding you every step of the way … if you will only listen and put one foot in front of the other and follow your clues. Later those clues will weave together in a way that makes logical and even financial sense.

Mimic Phase:
In creating your own signature style you will likely go through a mimic stage. Whatever your interest is, you will begin to seek out people who know about it and are further along the path than you. This stage will likely include a lot of reading, research, study and experimentation. In the early stages of developing your ‘it’ it will look a lot like others ‘its’. It’s important to be ethical in your choices about how you model yourself after others. Give credit where credit is due and cite your influences. And be mindful of where intellectual property and other boundaries are. And in this world of global communication, transgressions are usually noticed which can impact your fledging reputation in detrimental ways. Nobody likes a plagiarizer.

“Mileage, Mileage, Mileage:
The true road to your own signature style is mileage, mileage, mileage. As Malcolm Gladwell highlights in his Outliers book, the magic number for true expertise, whatever your avocation, is 10,000 hours.

I remember as a 20-something the hubris I had to think I could just jump in and become an Organizational Development professional overnight. As a 40-something my humility is legions deeper. It has taken many, many, many hours to develop my particular ‘it’ and many, many, many more will be needed for the next phase of things.

“In fact, researchers have settled on what they believe is the magic number for true expertise: ten thousand hours.”

Malcolm Gladwell
Outliers: The Story of Success

Expertise and wisdom comes with the passing of time and with the weathering of many different experiences. Seasoning is king. If you stick with it and put in the mileage, your own unique signature style will slowly but authentically emerge. One can’t skip steps. However one can learn to enjoy the journey along the way with its natural evolution.

©2012 Christina L. Merkley


WANT TO USE THIS ARTICLE IN YOUR E-ZINE OR WEB SITE? You can, as long as you include this blurb and a functional link to my site:

Author’s Bio: Christina Merkley, “The SHIFT-IT Coach” and creator of the SHIFT-IT System®, is a Visioning and Strategic Planning Expert specializing in Visual Thinking and Law of Attraction techniques. Based in charming Victoria, British Columbia, Canada, she works deeply with individuals, partners and conscious businesses to define and manifest what they truly want. And, trains other helping professionals in her innovative ways of working. For more information visit: www.shift-it-coach.com and www.visualcoaches.com


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