A fractional Integrator for accountancy firms on Traction
You hold the Visionary seat. Optivo puts Andy Jackson in the Integrator seat beside you, to run the weekly leadership meeting, the quarterly rocks, the scorecard and the issues list, for £5,000 plus VAT a month.
Visionary
- The direction of the firm
- The most important client relationships
- The culture
- The big problems
Integrator
- Chairs the weekly leadership meeting
- Owns the rocks, the scorecard and the issues list
- Makes the departments run as one firm
- Holds the team to the plan, the Visionary included
£5,000 + VAT a monthSix-month minimum, then rolling
The rhythm the Integrator keeps
The leadership meeting
Same day and time each week: the scorecard, the rocks, headlines and to-dos, then most of the time on identifying, discussing and solving the issues that matter. Chaired by Andy and rated by the team.
Rocks reset
Last quarter's rocks reviewed, the one-page plan refreshed, three to seven rocks set for the firm and one to three for each leader, and the issues list cleared.
Annual planning
The three-year picture and the one-year plan rebuilt, the accountability chart checked against the people in the seats, and the measurables for the year agreed.
Bar lengths show time in the room.
The weekly leadership meeting
Ninety minutes, same day and time each week: the scorecard, the rocks, headlines and to-dos, then most of the time on solving the issues that matter. With Andy in the chair, the founder takes part in the meeting as Visionary.
- Scorecard
- Rocks
- Headlines
- To-dos
- Issues: identify, discuss, solve
Run to the Level 10 format from Traction. Issues take most of the ninety minutes.
The weekly scorecard
Five to fifteen weekly measures with an owner and a target each, such as lock-up, work in progress, jobs on time and capacity.
The scorecard is read before the meeting, and any number off target goes onto the issues list.
Six components the seat holds together
One page the leadership team has read and agreed: core values, core focus, the ten-year target, the three-year picture, the one-year plan and this quarter's rocks.
An accountability chart with a seat for every function and a name in every seat, and an honest view of whether each person is right for theirs.
A weekly scorecard of five to fifteen measurables, each with an owner and a target.
One list in the open, worked in priority order every week, until each issue is solved, scheduled or dropped.
The handful of core processes documented and followed by everyone: taking on clients, job workflow, review, billing and collection, and offboarding.
Rocks set and done each quarter, and the weekly meeting held and rated. This is the component the Integrator is most directly measured on.
The first quarter in the seat
Same page
A session with the Visionary on what the firm is for, what is in the way and what the Integrator decides alone, with a checkup scored by every leader.
Vision and plan on a page
Core values, core focus, the ten-year target, the three-year picture, the one-year plan, this quarter's rocks and the issues list.
Seats and numbers
The accountability chart drawn with a name in every seat, and the first weekly scorecard built.
The weekly meeting
Andy chairs it every week, and at the end of the quarter runs the first rocks reset.
Questions about the Integrator seat
What does a fractional Integrator cost?
£5,000 plus VAT a month, with a six-month minimum.
Does the firm need to run on Traction already?
It suits a firm that runs on Traction or is adopting it. For a firm that runs another way, the Monthly COO is the closer fit.
What does the Visionary keep?
The direction of the firm, the most important client relationships, the culture and the big problems. The Integrator runs the rest.
Is Optivo an EOS Implementer?
Optivo is independent of EOS Worldwide and is not a certified EOS Implementer. EOS and Traction are trademarks of EOS Worldwide.
Who sits in the seat?
Andy Jackson, in person, for the whole retainer.
How long is the weekly meeting?
Ninety minutes, on the same day and at the same time every week, chaired by Andy and rated by the team.
The Visionary and Integrator seats are described in Gino Wickman and Mark C. Winters' Rocket Fuel, and the operating system they sit inside in Wickman's Traction. Optivo is independent of EOS Worldwide and is not a certified EOS Implementer. EOS and Traction are trademarks of EOS Worldwide.
