Resource Library (you'll need a password but it's free).
This form is a Google Docs file with minimal formatting. This should allow you to use it on most devices. You will need to save a copy before you can edit it.
Prepping forms and docs to be printedOne of the features of this form is a footer with the page number and total number of pages. This is important if you print the completed form (or share it with someone that will print it). Having both the page number and the total number of pages on genealogy documents helps ensure there aren't questions about whether all pages are present. This isn't usually a problem with electronic files, obviously.
I particularly wanted to mention this because the footer may have issues on some mobile devices. Just remember to have "page x of y" on your completed file if it will be printed. I use a lot of headers and footers on genealogy documents to make sure there isn't confusion if printed pages get separated. I've minimized them on this form for simplicity when sharing.
Additional featuresThe form is designed for someone that doesn't have a lot of experience planning their research. I've included a number of sections to help guide you. Copy and paste to duplicate more sources under the planning section and simply hit "enter" where you need more lines. That's why this form is a Google Doc rather than a fillable PDF.
Every goal and source will need a different amount of space which would be difficult with a PDF. Use as much space as you need.
I did not provide any prompts for citation parts. Depending on your experience level you will probably need different prompts. Feel free to adapt your copy by adding citation prompts or other sections you find helpful.
You can also delete unused parts once you finish. You should have moved all of your information from the "Plan" section to one of the other sections.