Jan 15, 2019

How to Stay on the Same Page With Your Integrator

The Visionary/ Integrator relationship is a classic example of “opposites attract”, Yin meets Yang. When you get the relationship right, great things can happen, but that’s much easier said than done. Here are some best practices in getting, and staying, on the same page with your Integrator.

When it comes down to it, there are 4 simple steps to make this work:
  1. The Foundation
  2. Trust
  3. Clarity Breaks™
  4. Same Page Meetings™

1. The Foundation

The foundation of the Visionary/ Integrator relationship is a common language. The EOS® Creed tells us that “you cannot build a great organization on multiple operating systems - you must choose one.” Whether you run your business on the Entrepreneurial Operating System® or not, this is also true in your Visionary/ Integrator relationship. To get that foundation in place there are countless options, we’ll share the top two based on the experience of an EOS® Integrator.

Option #1:

If you have the time and desire to do it right, your first and best option is to hire an EOS Implementer™ to facilitate your journey through the EOS Process™. A trained Implementer will walk you through the 90-Minute Meeting, Focus Day™, Vision Building™ and at least a couple of Quarterly Pulsing™ meetings to ensure your foundation is rock-solid.

Option #2:

You need to get on the same page now, so the self-implemented EOS journey will have to do. In order to properly do so, the Visionary and Integrator should read Traction or Get a Grip (they have similar content, Traction is written as a how-to where Get a Grip is written as a novel) then go through the tools together. Your Level 10 Meeting Pulse™, scorecard, Rocks, Accountability Chart, and V/TO™ will be part of your shared language; put in the time to do these together as a Visionary/ Integrator pair.

2. Build Trust

All Visionary and Integrator pairs do not click on all cylinders at the start; also needed is open & honest communication and a high degree of trust. Put in the work required to do so, get to know each other, share your DiSC or Kolbe profiles, do some trust-building exercises. In other words, get personal!

3. Clarity Breaks™:

According to Kurt Godel’s Law: “You cannot be in a system, while at the same time understanding the system you’re in.” For this reason, many highly effective leaders take Clarity Breaks™. These regularly scheduled appointments on your calendar are meant for you to spend time independently to work on your business. Although different for every person, the key is to get out of the office and have some quiet time for uninterrupted thinking. This will help clear your head, see the big picture, stay focused and build confidence. Take notes during this, keep track of your thoughts, and prepare for your same-page meeting.

4. Same Page Meetings™:

Finally, each Visionary should establish a regular same-page meeting with her/ his Integrator. Here are a few things to keep in mind for your same-page meeting:

  1. Schedule it as a regular meeting, the length and recurrence should be based on the unique needs of your relationship. Normally a good starting point is monthly for 2-4 hours, but for the remote Integrator try starting out daily for 15 minutes. There’s really no magic in determining the length or frequency of the meeting, consider personalities, business size, stage, aggressiveness, etc. Ultimately, the most important thing is to fully get through any and all issues. In other words, it’s okay to end early, but it’s not healthy to stop in the middle of an issue.
  2. Your agenda should look something like this:
    1. Checking in: Share everything that’s on your mind, issues, ideas, ah-ha moments, realizations - this should be personal and professional. For example, ask: How are you doing? What’s your state of mind? As the name implies, the sole purpose of this meeting is to get you on the same page and you cannot do that if you don’t share what’s on your mind. This agenda item should be a “green light session” which means that you can say anything without criticism.
    2. Build the issues list: The check-in probably flushed out some issues, or maybe you’ve got others, just make sure you get them all out and written down. Saying them out loud isn’t enough, writing them down builds accountability.
    3. Solve the issues: Don’t just talk about them, solve them and solve them for the long term greater good. That means you may have to dig in a little bit to get to the core of the issue, be okay with conflict but be neutral. Don’t worry about pointing fingers or blame, just focus on getting a solution in place. Also, consider that some issues may be able to be delegated and/or compartmentalized for a more appropriate time to solve them. Again, don’t stop or get interrupted in the middle of an issue.

One Last Tip

If you want this unique Visionary/ Integrator relationship to work, you have to want it. You’re each in your role because of your unique ability. Visionaries and integrators should have a healthy respect for that and each other, but it doesn’t mean you have to be best friends. Even across different geographies, Visionaries and remote Integrators can achieve great results.

Next Steps:
  1. Not too sure what to look for in an Integrator? Check out these 3 common types of Visionaries to better assess your strengths.
  2. Ensure you are attracting the right Integrator candidates by having a well-written job description for the role
  3. Conduct an effective Integrator interview with these 10 questions.

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