Creating a Genealogy Research Calendar: Step by Step Instructions

Genealogy research can be an exciting and rewarding journey, connecting us to our past and helping us discover our roots. However, it’s easy to get lost in the vast sea of records, documents, and online resources available. To stay organized and focused in your genealogy research, a research calendar can be your guiding light. In this guide, we’ll share step-by-step instructions on how to create a genealogy research calendar that will help you structure your research efforts and stay on track.

Why a Genealogy Research Calendar?

Genealogy research can often feel like solving a complex puzzle with missing pieces. A research calendar is your tool to systematically approach your ancestral search, ensuring that no important details are overlooked. Here’s why you should consider creating one:

1. Organization: A research calendar will help you organize your tasks, documents, and findings in a logical manner. This organization can save you valuable time and prevent duplication of effort.
2. Focus: With a clear plan in place, you can concentrate on specific ancestors, geographical areas, or time periods, which makes your research more efficient and productive.
3. Tracking Progress: Your calendar allows you to track your research progress and know exactly where you left off, preventing frustration and wasted effort.
4. Collaboration: If you’re working with others on your family tree, a research calendar helps you communicate and coordinate your efforts effectively.

Let’s get started on creating your genealogy research calendar:

Step 1: Define Your Research Goals

Begin by setting clear objectives for your research. Ask yourself:

• Whose ancestors are you trying to trace?
• What specific information are you looking for?
• What geographic area or time period will you focus on?
• Are there any particular brick walls or challenges you want to overcome?

Defining your goals will provide direction for your research calendar.

Step 2: Choose a Calendar Format

You have several options for creating your research calendar:

• Physical Calendar: You can use a paper calendar, a wall calendar, or a planner. These are tactile and can be personalized to suit your style. Desk calendars work great for this as they are larger and provide more room for vital information. 
• Digital Calendar: Online tools like Google Calendar or genealogy software with a built-in calendar feature make it easy to set up, edit, and share your research calendar with others. With Google Calendar, you can also set up more than one calendar and color code them. This is helpful when you are searching for more than one family line.

Choose the format that best suits your preferences and needs.

Step 3: Set Research Dates

Once you’ve chosen your calendar format, populate it with key research dates. These can include deadlines for records requests, planned visits to archives or cemeteries, and any genealogy conferences or events you want to attend.

Step 4: Create a To-Do List

For each research date, create a corresponding to-do list. What tasks do you need to accomplish on that day? These can include searching specific databases, ordering records, or reaching out to relatives for information.

Step 5: Allocate Time Wisely

Genealogy research can be time-consuming, so it’s essential to allocate your time wisely. Set realistic time limits for your research sessions to prevent burnout. Avoid information overload by keeping your sessions focused and productive.

Step 6: Record Your Findings

As you make progress in your research, document your findings on your calendar. You can add notes, links, or references to the relevant documents. This will help you maintain a clear record of what you’ve discovered and where you found it.

Step 7: Review and Adjust

Regularly review your research calendar to ensure you’re on track with your goals. Adjust your schedule and tasks as needed. Be flexible and open to changes as new information becomes available or as you encounter unexpected challenges.

Conclusion

Creating a genealogy research calendar is a valuable tool for anyone pursuing their family history. It keeps your research organized, focused, and on track, making your journey more efficient and enjoyable. With clear objectives, a well-structured plan, and a commitment to staying organized, you’ll be well on your way to uncovering your family’s past. So, grab your calendar and start your genealogy adventure today!