By Lynsey Peterson, Senior Catalyst Integrator®
In small-medium sized companies, full-time Integrators often sit in more than one seat on the Accountability Chart. They may be the heads of another department, such as Operations. Full-time Integrators are often required for large, more complex organizations (multiple verticals, locations, etc), or those scaling rapidly.
Sometimes the pathway to the need for a full-time Integrator is the goal from the start and sometimes it emerges organically as the company grows. Either way, my role as a fractional Integrator has never been to create dependency, it's to meet businesses where they are, build the tools and competencies they need, and continue meeting their evolving needs even when that means stepping back from my role as their Integrator to make way for the right next fit.
Let’s look at some experiences I have had as the fractional Integrator for companies running on EOS and what I see as their journey and progression.
Meeting Them Where They Were At
The circumstances varied, but the patterns were consistent. While some had just separated from a previous Integrator, others had someone in the seat who didn't Get, Want, or have the Capacity to do it (GWC), and some had never had an Integrator at all. But all of the Visionaries were pulled too deep into the weeds and stretched impossibly thin, creating bottlenecks throughout the organization. Leadership Teams either didn't exist or needed significant strengthening in their Leading, Managing and Holding People Accountable (LMA) capabilities. These were businesses with incredible potential and talented people who needed someone to model what the Integrator role actually looks like.
Modeling The Seat
My role wasn't just integrating EOS tools into the day-to-day, it was showing the organization what happens when an Integrator functions the way the role is designed. The Visionary learned their seat by experiencing what it's like to work with an Integrator, to delegate, and to stay in their zone of genius. The Leadership Team learned to report to someone other than the Visionary, strengthened their LMA skills, and gained clarity about which roles they truly GWC'd. Foundational tools became part of the everyday work, but more importantly, the capacity to use those tools independently took root.
The Inflection Point
Timelines working together varied from six months to nearly two years, but the same readiness signals began to appear. We had our foundational tools working, clarity around the business plan, and a confident Leadership Team with improved LMA capabilities. But even with the momentum we created, we still had additional daily support needs and multiple Leadership Team functions to fill. At this point, I worked with the Visionary to identify what type of full-time Integrator the organization needed and find the person who fit that shape.
The Transition
I helped write job descriptions, evaluate internal and external candidates, and analyzed assessments. Once we found the right person, I provided customized onboarding for EOS®, supported creating a healthy Visionary-Integrator dynamic, and steadily handed off my accountabilities. What made transitions smooth was carefully transferring my LMA responsibilities to the new Integrator while showing the Leadership Team through my own actions how to ensure the greater good when transitioning responsibilities. Some engagements concluded quickly with the organization fully equipped to sustain their growth while others continued with ongoing mentoring to continually develop the full-time Integrator in their complex role.
Building Sustainable Success
The companies I've worked with built organizational capacity that isn't dependent on me. They didn't just find their right-fit full-time Integrator, they strengthened their Leadership Teams, equipped their Visionaries to sit confidently in their seats, and built competencies into their systems and people. Whether planned from day one or emerging organically, the destination is the same: a business equipped to achieve its vision with the right people in the right seats and an Integrator who can support the day-to-day work of running a great company.
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“Catalyst has been an incredibly helpful partner in helping me incorporate proven concepts and practical tools designed to help clarify and simplify my business. Before working with our Catalyst Integrator, Lynsey, I felt like I was constantly dancing backwards in high heels, trying to do it all, and struggling to break through a ceiling to get to the next level.
Lynsey helped me clarify my ultimate business vision and core values, make sure the right people were in the right seats, implement an accountability chart for our organization, identify and solve short- and long-term issues, and implement processes for strategic operations and growth. Her innate ability to understand our challenges, offer solutions, and communicate in an effective way has been tremendously impactful.
Lynsey helped me identify and hire an in-house Integrator and has stayed on to support her with Leadership, Management, and Accountability. I love that Catalyst supports Lynsey on her own professional development journey, too. Lynsey always returns from Catalyst events and EOS conferences with fresh ideas and solutions. Additionally, Catalyst owner Jamie Munoz is a true Visionary, and I’ve loved interacting with her over the years. Catalyst is the real deal and if you’re looking to save time, get better, and grow your organization. You will be in great hands with their team!”
-Valerie Leonard, Visionary, EverThrive Financial Group