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How to Make the Perfect Genealogy Research Plan – An Interview with Lisa Alzo

By Family Tree Editors

In this episode, Lisa Alzo offers practical tips for creating your own genealogy research plan. Plus, learn how to better organize that research (including any documents and other valuable resources).


Tree Talk (2:20)

Family Tree Magazine New Media editor Rachel Christian joins Lisa to share the latest genealogy new. Some highlights for January include:

Media and Pop Culture

Major Updates to Important Genealogy Resources

National Archives has launched a newly redesigned version of their online card catalog.

Record Releases

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The Genealogy Insider email newsletter includes a digest of articles, including one or two free articles in each newsletter. Daily and weekly options. 


Feature: Creating a Genealogy Research Plan (5:16)

A research plan helps you record the who, what, when, where and why of your family history quest. To help you map out your research plan, Author Lisa Alzo shares her 5-steps for how to create a genealogy research plan.

Resources Mentioned in This Interview:

Don’t know how to begin your genealogy research, or hit a brick wall? Get on track and inspired with this sample family history research plan.

Family History Home: Organize Genealogy Research (13:58)

Many of us have been accumulating data and documents for years (even decades) and that means we have a lot of stuff to keep track of. It’s easy to fall behind in keeping it all organized. Gena Philibert-Ortega, instructor of the Organize Your Genealogy Research course at Family Tree University, shares organizational strategies that can get your 2023 off to a great start!

Read Organize in a Day article in the Jan/Feb issue of Family Tree Magazine.

Resources Mentioned in This Interview:

Family Tree University – Get Started in Genealogy


Editor’s Desk (27:36)

Magazine editor Andrew Koch offer a glimpse into the January / February 2023 issue of Family Tree Magazine.  


Listen to Lisa Louise Cooke’s Genealogy Gems podcast available at her website, and all major podcasting services, or download the Genealogy Gems Podcast app.

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