By Matt Heinz, President of Heinz Marketing

“How I Work” is one of my favorite recurring features in Inc Magazine as well as via Lifehacker’s This Is How I Work Series.  So, we started our own.

Check back here every Thursday when we feature a new B2B sales, marketing or business leader here answering what have become the standard “How I Work” questions.  You can catch up on everyone we’ve featured thus far in the “How I Work” series here.

This week I’m excited to feature Meg Goetsch, vice president of revenue operations at JW Player.  Meg’s diverse career has included roles at VICE Media, MongoDB as well as the publicity director for the Brown University student and community radio.  And how many people do you know who are Marketo Certified Experts and also have an MBA in Sustainability from Yale?

Clearly Meg gets stuff done.  Here in her own words is how she does it.

Location: New York City

Number of unread emails right now? 0

First app checked in the morning? I used to do a quick scroll of my email to see if there was anything pressing I just had to get too before getting out of bed, but then I realized that was not setting me up for success for the rest of the day so now I limit myself to turning off my alarm and checking the weather.

First thing you do when you come into work? I check my schedule for the day and set my daily to do list. I always have a running to list, but to keep myself focused I set 3 to 4 goals to accomplish every day depending on my schedule. If I have a meeting heavy day, then I limit those items, so I can stay focused in meetings and have time to follow up afterwards.

What is your email management strategy? I run a team that supports multiple business units, so a lot of my email are requests coming into those different groups and I can handle with foldering or archiving those messages. I try to keep any emails in my inbox to action items for myself or items I need to make sure get addressed in a timely manner. I know there are some who believe that say keeping your inbox to a to do list is not the best strategy, but it has been the most effective strategy for me to stay organized and respond to people in a timely manner. Also I recently read a great article on why it is so important to make sure to respond to your email.

Most essential app when traveling? When traveling for work Gmail and Slack apps are the most essential and whatever travel service I am using for the trip.

How do you keep yourself calm and/or focused? I find it is critical to section out your day based on what you want to accomplish. If you have a string of meetings you need to be able to dedicate yourself to them and not try to multi-task. If you need to focus in on a project, then build that time into your schedule, put on headphones or work from home to be able to get through it.

What’s your perspective or approach to work/life balance? I’ve heard people talk about a work/life equilibrium versus balance which rings truer to me. There are times when you absolutely have to work much harder and longer hours than other times. Be honest with yourself about when those times are and make the space for them. I also think it’s critical that you get enough time to enjoy whatever makes you personally happy in life – for me it is cooking with my partner, spending time with the people I care about or going out for a run  – if I find I cannot make time for those joys then I re-evaluate and figure out how I can get back to a better place.

Are there any work rituals critical to your success? Keeping my priorities clear is critical to my success. Keeping those daily focus goals and then reviewing at the beginning and the end of every week  what I wanted to accomplish and what I did accomplished and from that I set priories for the next week.

What apps/software/tools can’t you live without? Honestly, my iPhone and Apple watch keep me on top of everything.

What’s your workspace like? Organized and recently very sparse which I am enjoying.

What’s your best time-saving shortcut or lifehack? Email management, quarterly planning and for managing my team using Jira and two-week sprint planning.

What are you currently reading? I am always in the middle of a couple of books at any one time. Right now, it’s – Becoming by Michelle Obama, The Group by Mary McCarthy and The Job by Ruppel Shell, Ellen.

Last thing you do before leaving work? Review the list of what I wanted to accomplish in the day.  If I haven’t finished something, figure out if I have to get it done in the evening or if it can wait ’till tomorrow

What’s the best advice you’ve ever received? “Don’t have a cow!” – I had a co-worker tell me this once and I have never forgotten it, especially since she gave me a cowbell for my desk to remind me. She was giving me the advice to make sure that I slowed down and properly diagnosed a problem before making a bold assumption that something was really broken or going in the wrong direction. I always try to remember this whenever I am up against a really hard problem or struggling to get a system or process to work.


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