Genealogy Research Plan

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A research plan helps you record the who, what, when, where, and why of your family history quest. Think of it as a road map, or in modern terms, a GPS that provides a navigational system to your past. But you shouldn’t even think about going on your ancestral journey without a solid plan.

Step 1. What is your genealogy research objective? Write down as specifically as possible what you want to accomplish. Write down as specifically as possible what you want to accomplish.

Step 2. List any known facts about your ancestors. I am assuming you have completed a pedigree chart or family group sheet for your ancestors. From this information, you should examine any genealogical records you have gathered and write down what they tell you. Include names, including spelling variations, dates of birth, death, and marriage, dates of migrations, and places where life events took place.

Step 3. Form a hypothesis. Based on your research, you should have some dates of birth, death, and marriage. With this information, you should be able to make an educated guess at the answers to your questions.

Step 4. Identify your sources. You should become familiar with the types of records that are most likely to either prove or disprove your hypothesis. Be sure you include both primary and secondary sources. Your primary source is more likely to be accurate as it was created at the time of the event.

Step 5. Determine how you will access and utilize the resources you have found. Are they available on ancestry.com, a paid website? Are they available on a free research site such as familysearch.org? Will you need to visit your local genealogy library (I hope this is at the top of your list).

Researching your family information may seem overwhelming at first, but don't let creating a research plan intimidate you! With a bit of practice, it will become easier and easier for you.

Remember, the ultimate goal is to make ancestral breakthroughs and knock down the brick walls that stand between you and your ancestors.

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