Meet the Author
I'm Jennifer, and I'm an Occasional Genealogist... sort of. For over ten years I've been a professional genealogist. I started researching my own family nearly 30 years ago. Like many of you, I started as an Occasional Genealogist. I had to squeeze research in while in school and while working full-time. Then I got my first genealogy job and for awhile, it was genealogy all the time. Now I have two kids. I do other people's genealogy constantly but my own? Coming up with ways to do great genealogy, despite all the interruptions, is now mandatory.
Let's bust your brick wall!
Do you keep going off-track while researching your brick wall? Do you need to find more sources to continue your research? The Brick Wall Solution Roadmap can help.

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Forms for Genealogy Planning

Hey, you clicked my Pin!

This is not a blog post. It gives you access to the free genealogy planning forms as well as links to related posts.

Below this list you'll find links to the following types of planning forms:

  • Genealogy Project Budget Planning Form
  • Goal Planning Worksheet
  • Research Planning Template

Genealogy Project Budget Planning Form

Check out a variety of budget-related posts using this link.

Printable Goal Planning Worksheet

Learn about using the goal planning worksheet in this post.

My Favorite Research Planning Template

This is the post I recommend starting with to learn about genealogy research planning. It does not match the template but is another way to get started research planning.

You can find more posts about research planning using this link.