Most small business owners don’t have a project management problem. They have a capacity problem. The plans exist, the goals are clear, and the team is capable — but somewhere between the vision and the execution, things get murky. Deadlines slip. Tasks fall through the cracks. Everyone’s busy, but the important stuff keeps getting pushed.
I’m a Project Management Professional (PMP)® and virtual assistant with over 20 years of experience helping small businesses and nonprofits build the operational infrastructure they need to actually execute. Not just to manage the chaos, but to reduce it.
What a PMP® Credential Actually Means for You
The Project Management Professional (PMP)® is the most recognized project management certification in the world, awarded by the Project Management Institute. Less than 2% of project management professionals hold this credential and likely because before even sitting for an exam, a candidate needs 7,500 hours of hands-on experience.
In practical terms, it means I don’t just help you manage tasks — I help you build the framework that keeps your business moving forward. I know how to define scope, build realistic timelines, identify risks before they become problems, and create accountability structures that actually stick. Whether you’re running a small team, coordinating a complex initiative, or trying to bring some order to a business that’s been running on instinct, I bring a disciplined, proven approach to how the work gets done.
Operations & Project Management Services
Here’s what I can take off your plate:
Project Planning & Management
From kickoff to close, I build and manage project plans that keep your team aligned, your deadlines met, and your stakeholders informed. I work in Asana, ClickUp, Trello, Monday.com, and Notion — or I’ll set up whichever tool makes the most sense for the way your team actually works.
- Timeline and milestone tracking
- Task assignment and progress monitoring
- Vendor and client coordination
- Cross-team communication and status reporting
- Project risk identification and mitigation
Process Improvement & SOPs
If your business runs on tribal knowledge — things that only work because the right person remembers how to do them — you’re one resignation or vacation away from a real problem. I document your processes, identify the bottlenecks, and build SOPs that let your team operate consistently whether you’re in the room or not.
- Workflow audits and gap analysis
- Standard Operating Procedure (SOP) creation and documentation
- Process redesign and optimization
- Onboarding documentation for new team members
- Knowledge management systems
Automation Setup
Repetitive manual tasks are the silent productivity killers in most small businesses. I use Zapier and Make.com to build automations that handle the routine stuff — so your team can focus on higher-value work. From automated follow-up sequences to data sync between your tools, I map out what should be automated and then build it.
- Zapier and Make.com workflow design and setup
- Integration mapping across your existing tools
- Automated reporting and notification systems
- CRM automation and data cleanup
- Email and calendar workflow automation
CRM Setup & Management
A CRM is only as useful as the data inside it and the habits around it. I set up, clean up, and manage CRM systems so your client relationships and pipeline don’t live in someone’s inbox or memory.
- CRM platform setup and configuration
- Data migration, cleanup, and deduplication
- Pipeline and workflow design
- Ongoing CRM maintenance and reporting
Travel & Logistics Coordination
Executive travel planning, team offsite logistics, and event coordination handled from start to finish — so you show up ready, not scrambling.
- Domestic and international travel booking and itinerary management
- Team offsite and meeting logistics
- Vendor research and coordination
Who This Is For
My operations and project management support is built for:
- Small business owners who are the de facto project manager, operations lead, and executive all at once — and need someone to take the operational load off their plate
- Nonprofit organizations managing grant-funded programs, multiple initiatives, and a lean team that needs structured coordination without a full-time operations hire
- Growing teams that have outgrown informal systems and need documented processes and real project infrastructure before they scale further
- Founders and executives who need a trusted partner who can take a project and run with it — not someone who needs hand-holding at every step
What Working Together Actually Looks Like
When you bring me on for operations and project management support, here’s how it works:
We start with a discovery call to understand where you are, what’s not working, and what you need to get to where you want to be. No assumptions, no cookie-cutter approach.
I assess and plan. Depending on your needs, I’ll audit your current workflows, map out your tools and integrations, and build a plan for what we’re tackling first.
I do the work — and I communicate clearly. You won’t have to chase me for updates. I surface the right information at the right time so you’re always informed without being overwhelmed.
We build something that lasts. My goal isn’t to create dependency — it’s to build systems and documentation that serve your business long-term, whether I’m working with you for three months or three years.
When you hire Niki, you work with her — not a rotating team of contractors. It makes a real difference. She set up our Asana system form scratch and client intake is now totally automated. So many hours saved!
– John L., Owner, Accounts Unlimited
Let’s Talk About What’s Getting in Your Way
If your business has been running on good intentions and a lot of workarounds, it might be time to build something more solid. Let’s chat!