What’s the difference between a VA, PM, OBM and DOO?

Lessons from a Digital Marketing Virtual Assistant who actually does the work:

It’s my mission to help my fellow moms, military spouses and women starting second careers to work from home in this digital economy. Through my podcast, blog, Facebook community and the Digital Media VA Crash Course, I teach women online marketing skills to get hired as well-rounded, unicorn assistant.

There’s usually two tracks for my students that this Virtual Assistant world opens up:

     1. The Administrative Virtual Assistant who becomes the business brain, who runs, organizes, manages projects and day-to-day business tasks.

     2. The Creative Virtual Assistant who becomes the visionary, who creates, designs and shares the creative content and messaging to build the brand.

Both roles are crucial to business owners and are completely different scopes of services.  Both roles require solid foundations of online marketing and digital business that I teach inside the VA Crash Course. 

Today I want to dive into the role of #1 VA, the former, who is on his/her way to be a project manager (PM), online business manager (OBM,) or director of operations (DOO).

The Admin VA who is Meant for More

I have never liked the term “Virtual Assistant.” For years my clients called me this term, and I had to google what it meant. (Being military and from the DC, I thought Veterans Affairs or Virginia. ?) To me it sounded low-level, and I have always been more than just an assistant.

But it’s the accepted industry lingo, so we’ll go with it.

It’s a starting place, especially when new to the digital world.

Not everyone will stay “just a virtual assistant.” 

If you have any kind of hunger, critical-thinking, problem-solving initiative, you will quickly outgrow the “Just a VA” role and become so much more and have a bigger impact in business AND make more $$$.

 

Watch the interview with behind-the-scenes business builder Ange Quinn

 I recently chatted with Ange Quinn inside my free Facebook group about her contractor work with online business owners.

Ange is an engineer by trade with corporate experience who found her niche online helping business owners. She started out as project manager and online business manager and has since narrowed her services to DOO work. This interview is GOLDEN INSIGHT for learning what trainings to take, what business owners really need help with, the services to offer, and how to set yourself up for success in your own business as a high-level business consultant.

What is a Virtual Assistant

The virtual assistant (VA) is an all-round role for someone who is an implementor, taskmaster and helper. This generic role could be hyper specific specialist to a well-rounded generalist. The common denominator is the VA is working remotely to support the business owner, whether an in person or online business.

Administrative Virtual Assistants help with basic tasks that help the business owner like: calendar support, inbox management, invoicing, following up with clients and community support, data entry, website updates, event support and even bookkeeping.

Digital Marketing Virtual Assistants, or what I call Digital Media VAs, help with online marketing tasks like social media, graphic design, email list building, video editing, email marketing, content marketing & blogging, affiliate marketing, search engine optimization & website updates, course creation, membership site building and launching. This is what I did for work for years and how I built my business. (Download my top ten most requested digital media tasks here.)

    What is Project Manager?

    If you find yourself managing an entire project for your clients, you are a project manager. Project management usually involves: a scope, a timeline and a budget. In the digital world you could be doing the work or managing the people who do the work … or a combination of both. The big picture is you’re completely overseeing a project, getting to completion, plus tracking and managing the deadlines with a very specific end result.

    In the online space this can be different types of projects that all have end games. You could be overseeing a website overhaul, building a brand voice guide or developing an entrepreneurial operating system with SOPs (standard operating procedures). Many virtual assistants will end up being a project manager as part of their progression within a business owner’s team.

    • Affiliate Program Manager
    • Launch Manager
    • Re-Brand
    • Website Launch/ReBrand
    • Course Creation

    A project manager an also be in charge of an ongoing project or aspect of the business with a specific scope and no end in sight. In my opinion, if you are doing this level of work for clients, you should call yourself a Director … but manager works too. Just know you are NOT “just a VA” at this level.

    • Podcast Manager
    • Social Media Manager
    • Content Manager
    • Website Manager
    • Marketing Manager
    • Creative Director

    Not everyone wants to do the social media, the tech or the digital marketing tasks. For the more, 

    What is an Online Business Manager?

    Getting promoted to an OBM is great next step for the virtual assistant who is already running many of the crucial day-to-day tasks deep inside an online business. You absolutely do NOT need to get certified to be an OBM, but there are options out there that will give you confidence in this realm but also cost a pretty penny… or 500,000 pennies. LOL.

    The OBM manages the team and reports to the CEO.

    The pitfall of an OBM is if you’ve been used to doing all the tasks, it’s hard to break that habit. Plus, if you’re a home-grown VA, many biz owners are used to YOU doing the work. You’ll have to step into and own your promotion to truly manage the teammates, tasks and projects.

    Think of yourself as Bill Lumbergh in Office Space. He follows up on the TPS reports, but he doesn’t actually create the TPS reports. He’s a mid-level manager.  

    What is a Director of Operations?

    A DOO is an executive-level role and leadership position inside an online business that is scaling.  You’ll also hear this role called Integrator or Chief of Operations or COO. The DOO works with business owners who are the visionary of their business and need help staying focused and executing their vision. Clients at this stage are overwhelmed with too many balls in the air. They come to Ange at this point saying, “I can’t manage my team, run my launch, manage my social media and pay attention to my finances.”

    To benefit from this high-level strategic expertise, clients should be making at least $350,000 in revenue in their business.

    Ange works with clients in an ongoing relationship or does strategy sessions helping biz owners set up their metrics. DOOs can even specialize in their area of expertise like HR, scaling, or strategy. Go back and watch the YouTube video and you will learn much more!

    What does a DOO need to know?

    • Systems & Processes
    • Project Management
    • Financials
    • Data & Analytics
    • How to run meetings
    • Onboard and offboard clients
    • How to keep people accountable

     

    Again, there is a DOO certification program, which Ange references, that will give you the training and confidence to step into this role.

     

    What is the Difference between an OBM and DOO?

    An OBM manages the day-to-day tasks and revenue-generating functions, while a DOO focuses on growth strategy and business development, making high-level financial decisions. 

    There can be a gray area where an OBM is functioning at an expert-level DOO. Both roles should NOT be doing the implementation of tasks. Virtual Assistants, Contractors, PMs are the ones who perform the tasks and actually do the work.

     

    If this is an area that’s right up your alley for work , then I encourage you to read the book Rocket Fuel by Gino Wickman to truly understand the role of an integrator vs the visionary, the biz owner. You can skip a 5k program and read a $11.99 book.

     

    How to get started in the Digital Economy

    If you’re new to the online world and want to work in the digital economy, you have to start somewhere. You can’t just jump in without online business and marketing knowledge or experience.

    I got lucky because I started my freelance digital business 10 years ago right when this world was exploding. With my implementation and tech skills, strategy knowledge, and background in public relations & marketing, I quickly booked out. I started teaching my friends to help me with the client load.

    Without any online marketing knowledge, these friends have been able to secure work in the online space as virtual assistants, project managers and OBMs.

    The gateway into working online is through my Digital Media VA Crash Course. It’s a 5-week online program that teaches everything you need to know to start working ASAP as an online marketing virtual assistant, plus gives you plenty of job opportunities.

    Once you begin working and getting the hands on experience, you can niche down your services toward one of the freelance paths I showed you in the graphic at the beginning of the blog.

    The key is: you gotta learn what biz owners need and expect.

    Get on the waitlist for the Digital Media VA Crash Course here. 

     

    Who makes a good OBM or DOO?

    Ange and I discussed the personality types that the best online business managers and director of operations. Many business owners are looking to hire a certain personality type. It’s about fit, pace, attention to detail, communication… and most importantly … balancing the personality of the business owner, who is quite often the creative “visionary.” Quite often they require their applicants to submit their personality test results. 

    The Kolbe A Index Test is the most popular among biz owners to signal out the best project manager types. It measures a person’s instinctive approach to creative problem solving and how he or she tackles challenges. The test breaks down the raw and natural way each person takes action in four ways: Fact Finder, Follow Thru, Quickstart and Implementor. 

    (Click here to read my previous blog about other 4 personality tests to know for your next discovery call. Because I want you to look smart!)

    Other key talents:

    • Organization
    • Follow-through
    • Leadership 

    I have a great podcast episode with Business Growth Strategist and Systems Expert Kristen Wescott from Kristen Westcott Media. Kristen helps business owners streamline their business systems, systematize their workflows and scale their business. If you are this administrative VA or project manager, you will benefit from this podcast.

    Subscribe: Apple Podcasts | Spotify | Libsyn | iHeartRadio  | Listen Notes

    How to Up-level your Virtual Assistant Services

    If you’re ready to get out of the VA role, you can totally progress up the ladder to a project manager, OBM and beyond. As you learn from podcasts, challenges, courses and workshops, bring your knowledge to the the next meeting with your client. Look for opportunities to offer suggestions and offer next level of services to your client. You will quickly demonstrate your strategy, earn respect and step into a consultant role that will bring you respect, new projects and higher paychecks. 

    • Tracking Metrics on spreadsheets or use Reporting Ninja
    • Tracking KPIs (key performance indicators)
    • Managing other teammates, contractors

    Take the Quiz: What Kind of Digital Service Business Is Best Suited for YOU?

    I created a quiz to help you decide which of the VA Tracks you should look into based on your strengths and personality. There are FOUR different results, one which is clearly best suited for the VA to OBM/DOO track. 

    Click here to take the 2-minute quiz. 

    Maybe it’s time you learn the Digital Marketing Skills to get hired?

    1. Like I said, social media management is only one area of digital media marketing that you can do as a VA. In fact, I have a list of 10 different virtual job tasks for you right here so you can see what working online from home is all about!

    2. Then sign up for the free Digital Media VA Training Series here. 

    This is a 15-video tutorial series that will walk you through behind-the-scenes tasks of a digital media VA, including Kajabi, Convertkit and graphic design, so you can go above and beyond social media

    Go check it out to get started in the online space, and I’ll let you in on exactly what clients need right now. They’re coming to me asking for help for these specific tasks, and if you get those skills, you’ll be ready to jump right in with clients of your own.

    3. Consider doubling down on your Facebook knowledge and adding Facebook community management skills. I have a 2-hour workshop that will teach you everything you need to know to get hired as a Community Manager and help digital course creators, business coaches, membership site owners and influencer manage, engage and grow their free and paid Facebook groups. Click here to learn more.

    This is a crucial role to many six-, seven-, and eight-figure teams that taps into your social media talents and gets you more billable hours with a single client. For many social media virtual assistants this is the next step!

    For Biz Owners: How to Hire Virtual Assistant who will Grow Up to be Your DOO or OBM

    As your business grows, you will need help. And finding a new team member can be intimidating. So don’t start from scratch. Instead, ask other business owners and friends who they are using as PMs, OBMs and DOOs. A good word of mouth referral is king. If someone is killing it online, and you’re noticing, ask them who they have hired. Chances are you’ll stumble into an underground network of implementors and managers.

    You can also submit a form here and I’ll share your job position with my students who have taken my Digital Media VA Crash Course… The course graduates will be a solid bet because they’ll be able to grow with your business as they already know so much more than just basic social media dos and don’ts. Some of my students are on the creative track, others have vast experiences in corporate and/or project management, running their own businesses or education that makes them suitable for OBM/DOO level. They can step into the role in your business and grow up with you. 

    The truth is many business owners are looking for a teammate who is more than just a VA who can cross the lines of implementor/strategist and help them do the work and have ideas. Their first hire is a “Unicorn”…. from there as the team grows and becomes successful, you can hire to your unicorn’s weakness and promote based on their strengths. 

    It’s all about team growth. 

    If you fill out this form, I’ll post your job opening to my unicorn workgroup.

     

    Further Related Reading for Digital Biz Owners

    5 Must-Have Tools in your Freelance Contractor Business

    Build your Digital + Social Media Portfolio to Land Better Clients

    Day Rates and One-Day Intensives with Sarah Masci

    How to Help Your Clients be More Productive

     

    Connect with Me!

    Did you know? I have a Facebook community for digital media VAs. Come join us! –> https://www.facebook.com/groups/digitalmediava

     

     

    Stay posted for my next insider tips! 

    -Emily, Digital Media Consultant (and Virtual Assistant …)

    Emily Reagan PR Virtual Assistant (VA) Training Crash Course

    I help smart women learn the in-demand digital marketing strategies and tech skills to get hired as a unicorn virtual assistant.

     

     

    >>Click here to Join the Free Facebook Community for Social Media VAs and Digital Marketing Assistants.  

    This is a free Facebook group for freelancers, service providers and contractors. Weekly interveiws with other freelancers, techie tricks and how-tos and free trainings. See you inside!

    Join my free 🦄VA Group

    Personality Quiz for Online Work

    Meet Emily

    Emily Reagan is a jill-of-all trades when it comes to digital marketing and techie skills. She’s worked as a behind-the-scenes digital media implementor and virtual assistant for a decade for online biz owner clients.

    She’s a mom of four, Air Force wife, and founder of the Digital Media VA Crash Course, where she teaches smart women the in-demand, highly-coveted digital marketing skills to get flexible, online work.

     

    Recent Articles