Do I need a VA, Project Manager or Operations Manager…or all three? — Part 1

08/08/2018 24 min
Do I need a VA, Project Manager or Operations Manager…or all three? — Part 1

Listen "Do I need a VA, Project Manager or Operations Manager…or all three? — Part 1"

Episode Synopsis

Do I need a VA, Project Manager or Operations Manager…or all three? — Part 1
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In this episode, Barbara and Matt take a closer look at what really defines the role of a Virtual Assistant, Project Manager and Operations Manager and when you may need all three roles in your business.
During this episode, we explore all three roles and the importance of business owners taking the time to delineate each role to ensure the lines are not blurred in order to avoid any problems arising.
Some of the areas covered include:

Understanding the skill sets required for each role and ensuring you have the best person for the job
Determining whether your VA can confidently carry out the tasks you require or if you need to bring in a Project Manager and/or Operations Manager to fill the skill gap
Planning for the future and ensuring you bring the right people onboard at the right time, and not when it’s too late
The importance of seeing each member of your team as investment, rather than an expense

Let us know what your key takeout has been from this episode and join the continuing conversation over in the Virtual Success Facebook Group.
This episode is the first part of a 3-episode series. You can listen to the next parts:

Part 2: Right People, Right Seats, Right Time
Part 3: The Stepping Stone to Hiring an Operations Director with Sarah Noked, OBM

In this episode:
00:45 – Do I need a Virtual Assistant, Project Manager or Operations Manager?

02:49 – What is a Virtual Assistant (VA)?

04:38 – Common VA tasks

04:56 – VAs managing social media content

05:38 – VAs and content management

06:18 – General VA tasks

08:07 – The role of a Project Manager

10:33 – When should I bring in a Project Manager?

12:34 – Confusing the role of a Project Manager with a VA

13:46 – The role of an Operations Manager

17:39 – Part-time or full-time roles?

19:25 – Investment vs expense

20:20 – In our next couple of shows…

21:05 – In summary…

22:45 – Wrapping things up
Resources mentioned in this show:
The Stop Doing List

Barbara: Hey, everyone, and welcome back to another episode of The Virtual Success Show, where I’m joined today by my co-host, Matt Malouf. How’s it going, Matt?

Matt: Very good, Barb. How are you going?

Barbara: I’m great. Excited to be getting back into these shows and producing some more epic content for our listeners.

Matt: 100%. 100%.
Do I need a Virtual Assistant, Project Manager or Operations Manager?
Barbara: So guys, look, today, Matt and I wanted to delve into a topic that we’ve been… we’ve sort of been hashing out this topic for a long time, because we think there’s a lot of value in defining parts of roles that you need in your business. Today, what we’re going to be talking about is, do you need a Virtual Assistant, a Project Manager or an Operations Manager, and when is it time to have all three? It’s really important that we define each of these roles, because what we’re finding is sometimes, clients, there’s blurred lines between each of these roles, which is okay initially, but it can lead to problems when we’re not clear about what the roles are and how to progress to the next one. So Matt, I’m sure you see this in your coaching businesses all the time as well.

Matt: I do. I’m really excited about this topic, Barb, because so many of the clients I work with need help and like the idea of a Virtual Assistant but they get very confused very quickly, I think, with being able to clearly delineate roles, so I think this is going to be really, really helpful for our listeners today.

Barbara: Yeah, and we often talk about expectations management. I know we did a full show on this. What I find is where people sometimes get disappointed is when they get a Virtual Assistant, but they don’t realise that possibly what they were looking for or what they need might be more of a Project Manager or, dare I say, an Operations Manager, which is a whole other thing.

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