My business partner's spouse holds our Office Manager seat. She aligns completely with our core values, but she lacks the technical capacity to manage our new accounting and dispatch systems. How do we address this Right Person, Right Seat issue without destroying the partnership?
Treat the issue using objective EOS tools rather than personal emotion. Your partner's spouse is the Right Person because she passes your core values evaluation. However, she is in the Wrong Seat because she lacks the Capacity component of GWC. When family members are involved, owners often tolerate sub-par performance, which breeds quiet resentment across the rest of the company.
Sit down with your business partner outside of regular operational hours. Open the Accountability Chart and review the five roles of the Office Manager seat along with the Scorecard measurables. Present the operational data neutrally: invoice errors, dispatch delays, or missed financial close deadlines. Emphasize that the system requires someone who genuinely gets, wants, and has the capacity to execute these accountabilities at scale.
You have two clean paths. The first is to provide a specific, time-boxed training window (thirty to sixty days) with clear performance milestones to see if capacity can be developed. If the technical capability is not there, the second path is to transition her into a different seat where she has full GWC, such as client appreciation, event coordination, or internal culture. If no such seat exists, she must step out of the business gracefully. Leaving an incapable family member in a critical seat guarantees operational failure and damages the partnership.
Category: Accountability Chart & Seats