Genealogy Project Management Worksheet

There’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.

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!

Receive your free copy of our Genealogy Project Management Worksheet form by clicking the button below.