one-page genealogy research plan

Introducing The 1-Page Genealogy Plan

We may love our family history research, but it can be daunting at times too – and that’s why we need a genealogy plan. What if there was a genealogy research plan template that’s easy to use, display, share and update? Enter the 1-Page Genealogy Plan… The 1-page plan is exactly what it sounds like. It’s a one-page genealogy research template that outlines the genealogy goal you want to achieve this year, as well as the quarterly and monthly projects you need to ‘tick-off’ in order to reach it.

Why Create A 1-Page Plan?

A 1-page plan is gloriously simple and you can easily use it as a roadmap for your genealogy research. There are several benefits to creating and using a 1-Page Genealogy Plan, and here are some of my favourites… Understandability: The plan is easy to understand, so you can quickly get a clear picture of your genealogy goals and how to achieve them. The quarterly and monthly projects provide a roadmap to your annual goal, making it easy to see what you need to focus on and when. Visibility: Being one page, the plan virtually cries out to be displayed so that you can keep it top-of-mind. Whether you put it on your wall, on your desk or make it your screensaver, it’s always in plain sight and will help you stay on track. Shareability: Sharing is caring they say, and the one-page plan is here to help with that too! It’s easy to share with family members or fellow genealogy enthusiasts, providing great accountability and collaboration opportunities. Flexibility: With the one-pager’s content completely stripped back, it’s very easy to make any changes or updates to the document, giving you the freedom to pivot when needed. Overall, the 1-page plan is a pleasure to use because it’s clear and concise, helps you keep focused, tracks your progress and helps you stay motivated. Whether your want to break down a brick wall or work on a family tree journal, monthly plans have a huge range of benefits for you and your family history.

Genealogy Research Plan Example

 

2023 Genealogy Research Planner

Which can be downloaded here

 

What Does A 1-Page Genealogy Plan Look Like?

You can see it for yourself in the 2023 Genealogy Research Planner! The 1-page plan looks exactly as it sounds – a single page document that highlights your annual goal, along with your quarterly and monthly projects. The plan only contains the essential information you need to reach your annual goal – nothing more, nothing less. This simplicity keeps your focus on the task at hand and ensures that you’re not bogged-down in unnecessary details.

The three key pieces of goal-reaching gold:

Bold Goal: The goal you want to achieve in the year and the reason why you want to achieve it. Quarterly Quests: A singular project you’ll undertake each quarter to work towards your annual goal. Monthly Milestones: The mini-projects you’ll prioritise each month to support your quarterly quests. The 1-page plan is a ready reckoner for your genealogy goals. It showcases your priorities at a glance and helps you stay focused and motivated. By using the plan, you’ll be able to track your progress and see how far you’ve come, making it a valuable tool for your family history .

How To Use The 1-Page Genealogy Plan

To make the most of the 1-page plan, there are just a few steps you need to follow: 1. Download your free copy of the Genealogy Research Planner from www.genealogyspace.com.  

2023 Genealogy Research Planner

Which can be downloaded here

  2. Work through the planner step-by-step, following its lead. The planner is designed to be used this way and ease you into the process. 3. Once you’ve reached Step 4 in the Genealogy Research Planner, you’re ready to fill in the 1-page plan with your annual goal, your quarterly quests and your monthly milestones. 4. Display the 1-page plan somewhere you’ll see it regularly (ideally daily), like on the wall near your computer. And The Best News… Help is at hand if you need it. I’ve produced a series of videos that walk you through the Genealogy Research Planner (and the 1-page plan).  These videos can be found in my private Facebook group: ‘Organise Your Genealogy‘. So, if you’re looking for a simple and effective way to keep your research on track, try the 1-Page Genealogy Plan today!

Related Genealogy Planner Articles

This article is the first in a series to accompany the 2023 Genealogy Research Planner which can be used as your genealogy research plan template and can be downloaded from here. #1: How To Set An Annual Goal For Your Genealogy Plan #2: Plan Your Genealogy Quarter-By-Quarter To Achieve Your Goals #3: Monthly Plans For Genealogy: 5 Simple Steps #5: Boost Your Genealogy Workflow With This Simple Productivity Template #6: The Benefits Of Using A Genealogy Progress Tracker To download the the Genealogy Planner Workbook: Access Here
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