Stepping into the Role of Integrator: A Guide for Newcomers

Taking on the role of Integrator is both an exciting and challenging opportunity. Whether you're stepping into a well-established business or a rapidly growing one, your success as an Integrator hinges on your ability to align teams, drive accountability, and ensure that vision becomes execution.

If you’re new to both the company and the role, the transition can feel daunting. You’re tasked with bringing structure and clarity while learning the company’s culture, goals, and challenges. However, with the right approach, you can set yourself up for success while earning trust and respect from the leadership team and employees. Here’s how:

Understanding the EOS Framework

Before diving into your new role, ensure you have a solid understanding of EOS principles and tools. EOS is built around six key components:

1. Vision – Ensuring everyone in the organisation is aligned on where the company is going and how it will get there.

2. People – Having the right people in the right seats to drive success.

3. Data – Using objective metrics to guide decision-making.

4. Issues – Addressing and solving problems proactively.

5. Process – Establishing clear and repeatable systems.

6. Traction – Holding teams accountable and executing consistently.

Your role as an Integrator is to ensure these components function cohesively. You work closely with the Visionary to translate ideas into structured operations while maintaining harmony within the leadership team.

Building Relationships and Earning Trust

Since you’re new to the company, establishing trust should be one of your first priorities. Take the time to get to know the leadership team, department heads, and employees. Learn about their challenges, strengths, and expectations.

• Schedule one-to-one meetings with key leaders and department heads. Ask questions about what’s working, what’s not, and how they envision the future.

• Observe team dynamics during meetings and interactions to understand communication styles and existing workflows.

• Demonstrate consistency in your approach—EOS thrives on discipline and routine. Show that you will bring stability and structure without disrupting what already works.

Assessing the Current State of Operations

Before making changes or implementing new strategies, evaluate the company’s existing processes. Look for gaps in accountability, inefficiencies, and misalignments with EOS principles.

• Review the company’s Scorecard. What key metrics are already being tracked? Are they driving the right results?

• Analyse the meeting structure. EOS runs on structured meetings, Level 10 Meetings. Are they being used effectively?

• Understand problem areas. What recurring challenges is the business facing? Are people solving them effectively or getting stuck?

By gathering this information, you’ll have a better idea of where you need to focus your efforts first.

Defining Roles and Responsibilities

One of your primary responsibilities as an Integrator is ensuring clarity in roles and responsibilities. Often, businesses struggle with accountability because roles aren’t clearly defined.

• Work with the leadership team to refine the Accountability Chart. Ensure that each role is clearly outlined and that expectations are documented.

• Clarify your own role. As the Integrator, you are responsible for bringing alignment and execution. Be transparent about how you will support the Visionary and the leadership team.

Driving Discipline and Accountability

EOS is built on discipline—your role is to ensure the company stays accountable to its goals and processes.

• Use the Scorecard to track key metrics and make data-driven decisions.

• Hold leadership meetings (Level 10 Meetings) consistently and ensure they focus on solving real problems.

• Encourage open and honest discussions so that issues are surfaced and addressed rather than ignored.

As you build trust and reinforce accountability, the leadership team will start to rely on your ability to maintain traction and momentum.

Balancing Execution with Vision

It’s crucial for the Integrator to strike the right balance between big-picture ideas and daily execution.

• Challenge ideas when necessary. While Visionaries bring creative solutions, some may not align with the company’s priorities. Be willing to push back constructively.

• Translate vision into tangible steps. Ensure big goals are broken down into manageable milestones so teams can execute effectively.

• Facilitate communication between departments. Prevent silos by ensuring teams collaborate and remain aligned on company goals.

Continuously Improving and Adapting

As you settle into the role, focus on continuous improvement. Your role isn’t about maintaining the status quo—it’s about optimising operations and driving the company forward.

• Encourage feedback from employees to refine processes.

• Keep learning—join EOS groups, read books, join the Integrator Academy and stay up to date on best practices to strengthen your skills.

Final Thoughts

Taking on the role of Integrator is a rewarding challenge. With the right mindset, discipline, and understanding of EOS principles, you can bring structure and clarity to an organisation that thrives on execution.

By earning trust, driving accountability, and balancing vision with operational excellence, you’ll position yourself as a key driver of success in your new company. Welcome to the journey—your role as an Integrator is about to make a lasting impact.

If you would like to improve your integrator skills then join the Integrator Academy here