Are you running your business on EOS^® (Entrepreneurial Operating System) but not yet getting the level of Traction^® you had expected? Until your Visionary and Integrator™ start prioritizing their relationship, you won’t. Here’s one simple thing they can do to help your Leadership Team and your organization gain Traction^®.

In my years as an EOS Implementer™, having helped more than 50 businesses Implement EOS^® and gain Traction^®, one of the top attributes I see in the most successful organizations I work with is a strong and healthy relationship between the Visionary and the Integrator™.

When the relationship is strong, the leadership team benefits and is able to cut through all the noise and solve their issues at the root quickly and efficiently. Their B.S. meter is well-tuned when the Visionary and the Integrator™ have a strong and healthy relationship.

When the relationship is weak, however, there is typically a lack of accountability, a damaging tolerance of people issues, and a lack of focus on building and implementing clearly defined and consistently followed processes to systemize the business.

Which of those best describes your organization?

If your Visionary/Integrator relationship is less than ideal, please make a renewed focus this quarter on the following key to a stronger and healthier relationship:

Hold a Regular, Calendared Same Page Meeting™ to Increase Traction^®.

The Same Page Meeting™ is a special meeting designed to help the Visionary and Integrator™ in a company running on EOS^® smoke out and resolve issues that weaken their relationship. Visionaries often feel that their ideas are not fully understood or being implemented. They often feel frustrated by slow progress, missed numbers or goals being off track and important things simply not getting done.

On the other hand, Integrators often feel like their Visionaries are too deep in the weeds – getting in their way as they attempt to run the day-to-day of the business, sending mixed signals to the troops as to whom they are directly accountable. At times Integrators feel unclear of the direction the Visionary wants to go, which leads to fits of starting and stopping and changing directions.

While the Visionary and Integrator™ may interact with each other on a near daily basis, if they are not taking time monthly, bi-weekly or even weekly to get out of the weeds, focus on their relationship, and look at things from the outside in, they will never effectively break this cycle.

Here is how I teach the Same Page Meeting™.

The most common cadence in the early years of the EOS^® journey I have found to work well is bi-weekly for 2 hours. Ideally, you have to play around with the cadence until you find what works best for you. But as with your Level 10 Meeting™, what you must do is pick a day and time and block it on your calendar consistently.

Same Page Meeting™ Agenda:

1. Check In (Deeper check in than in the L-10 – this is a very important relationship and an important step): Ask each other questions like, “How are things going with you professionally? With family? Friendships? Personally, with time to focus on yourself? How balanced are you feeling?”

2. Build an Issues List on a whiteboard or flip chart:

a. Integrator asks Visionary: “Where do you feel frustrated/disconnected? Where do you feel like your vision is not being executed? Where do you feel that people don’t ‘get it’? What else has been keeping you up at night?” Use any other questions you can think of to pull out the issues.

b. Visionary asks Integrator: “Where do you feel unclear on my expectations? Where do you feel stuck? Where do you have people issues? Are you 100% certain we have clear expectations of each other? Are we communicating well? Do you feel like I am undermining your authority in any way?” Use any other questions you can think of to pull out the issues.

3. Build an Issues List from the responses to the above questions. Ask additional questions, if necessary, to get the issues out of your heads. Try to stay “on” the business and “on” the relationship more than “in” the business.

4. Prioritize and IDS™ the Issues until the list is clear.

5. Conclude: Recap any To-Do’s, close the loop with cascading messages and rate the meeting (1-10). You should both leave feeling clear and aligned. If not, talk about why and solve for that. If either of you feel the meeting was not a 9 or 10, ask what a 10 would have looked like and modify future meetings to increase value, always striving for a 10.

Being diligent and consistent with the Same Page Meeting™ will build trust, clarity and harmony at the helm of the organization and that alignment will naturally filter its way through the rest of the organization. In a family, if the parents are not on the same page and both pulling their weight, then the children suffer. Your business is no different. Increase Traction^® by getting on, and staying on, the same page.

Next Steps

• Download a free chapter of Michael’s bestselling book RISE: The Reincarnation of an Entrepreneur
• Schedule a discovery call to learn about how the team at Next Level Growth can help you CLARIFY, SIMPLIFY and ACHIEVE your VISION

Visit the Process Optimizer™ website to learn more about the fastest and most efficient way to get your core processes documented, optimized and followed by everyone in your organization.

Written by Michael Erath, Certified Scaling Up Coach, Pinnacle Business Guide &
Former Record Holding Certified EOS implementer®

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Entrepreneurial Operating System® and EOS® are registered trademarks of EOS Worldwide, LLC. Next Level Growth is not affiliated with EOS Worldwide, LLC.