Genealogy Project Management Worksheet

By Staff

Organize Your Genealogy

Genealogy Sheet SampleThere’s more to getting your genealogy organized than creating tidy stacks of paper, or setting things into neatly labeled files and folders. The biggest advantage and primary reason to organize your genealogy research is because it makes you a better, more efficient genealogist, and the best way to accomplish that – set yourself some project management goals.

What are your genealogy research goals and how do you achieve them? Trying to research everything in your family tree at once gets overwhelming really quickly, and it’s all too easy to slide down the family history rabbit hole, jumping from one relative to the next to the next, and never truly finding anything – or not keeping adequate track of what you’ve found. So establishing your main goals becomes the first step, and it may well be the best organization tip you’ll get when it comes to digging up your family history.

The second step: breaking them down into tasks and sub-tasks. As you think through what these steps will take, you’ll begin to get a clearer picture of how you can accomplish your goals, one task at a time. The results will become apparent quickly. You’ll find that once you have clear-cut goals, you’ll be able to focus on your research priorities and cut down distractions, becoming a better, more efficient family historian.

If you’ve not yet read the excerpt in our July/August 2016 issue of Family Tree Magazine, you can get more genealogy organization tips from Drew Smith, author of Organize Your Genealogy: Strategies and Solutions for Every Researcher.

Write it Down!

We’ve made this process easy with this free Genealogy Project Management Worksheet, which helps you break down your goals into sub-goals and To-Do lists. This pdf can be filled in online or printed out and filled out by hand. And, it’s compatible with all kinds of devices!

To get the form, just enter your email address in the box below, and you’ll be taken to the page where you can download the form. It’s that easy!

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