We are preparing for an eventual exit, and I need to add an Integrator to run daily operations so I can focus on big-picture strategy. How do we define the roles of this new seat so they do not overlap with my current responsibilities?

Question

Tyler Smith · Accepted Answer

To successfully add an Integrator, you must first define a clear line of demarcation between the Visionary seat and the Integrator seat. Overlapping responsibilities create confusion and operational paralysis.

The Visionary seat is responsible for big ideas, culture, key relationships, and research and development. The Integrator seat is responsible for executing the business plan, running day-to-day operations, and holding the leadership team accountable.

Start by listing all the daily operational tasks you currently perform. These tasks must be transferred to the Integrator seat on the Accountability Chart. You must commit to completely letting go of these responsibilities.

When drafting the Integrator seat, include roles such as:
- Harmoniously integrating the major operating functions of the business
- Driving execution of the company V/TO® and strategic plan
- Managing the leadership team to achieve quarterly Rocks and scorecard metrics
- Ensuring process compliance and operational efficiency

As you transition, you must redirect all operational queries from your team to the new Integrator. If a team member comes to you with a daily operational problem, your only response should be to ask if they have spoken with the Integrator.

By strictly enforcing these boundaries, you build a self-sustaining business structure. This is exactly what sophisticated buyers look for during due diligence, as it proves the business can operate successfully without the founder.