Make your goals visible

2015gengoalsscreenshotToday is the last day of the first quarter of 2015, so I thought I’d take a look at the progress I’d made on my goals for the quarter. Since I try to research one family line per quarter, the end of the quarter is significant. Tomorrow, it’ll be time for me to turn my attention from my Adams ancestors (my father’s father’s family) and start researching my Brown ancestors (my mother’s father’s family), according to the schedule I set.

At the end of December, I put together a nifty table with eight different potential accomplishments for each line. My goal was to check off four per quarter. It was a pretty great idea, if I say so myself. But it fell by the wayside for a simple reason: I completely forgot about it.

I just discovered the goal table on my hard drive a week or so ago. While I did not focus on those goals in the first quarter, I did manage to put Xs in a few squares.

So, as I look to the second quarter, I have printed out the table and put it on my bulletin board where I put other things that inspire me. (Like my written goals for this blog.)

Writing goals is an important first step. But I dare say that remembering them is just as important!

When do you do your genealogy research?

Setting aside time for genealogy researchI love doing genealogy research. I just have a hard time finding the time to do it. When I was at RootsTech two weeks ago, I was immersed in genealogy talk for three days and it was divine. Trouble is, I went from there to visit family members with health issues and was immediately immersed in that. I’m back home now, but have been booked solid with organizing clients. So I have yet to do any research, despite my getting all jazzed up in Salt Lake City.

I realize that the time to do genealogy research is not going to just present itself. I need to set aside time in my busy schedule to do it. I think I’ll set a goal of doing research at least once a week. That feels realistic. Given my work schedule of late, working on family history on a weekend is probably going to be easiest.

I’ve learned through my blogging that if I want to get something done, I should do it first thing in the morning. So I think that for the next month or so I’m going to try hard to do family history research (for as long a period of time as I’m able) first thing on Saturday mornings. If I’m seeing a client on Saturday (which is fairly often the case), I’ll shift to Sunday. It’s rare that I have both Saturday and Sunday clients.

Maybe you can help me. When do you do your genealogy research? Do you schedule it or does it just happen when you feel like it? I’d love to learn from your experience!

My 2015 genealogy goals

In my last blog post I wrote that I don’t usually create genealogy goals and that this year would be different. I’m starting to really question my memory, because a search on my blog revealed the genealogy goals I set for 2013 and 2014. So I guess I what I really mean is that I need to set genealogy goals and keep them top of mind.

A year ago I created a quarterly research scheme for 2014 that actually worked quite well for me. (I described and evaluated it in this post.) I decided that I would divide the year into quarters and focus on one line of my family (that is, the ancestors of one grandparent) per quarter. At that time I outlined all the things that I would endeavor to do in that quarter. The list was lengthy and I think I knew at the time I was writing it that I’d never get it all done.

I’ve learned that when I create unrealistic goals I tend to ignore them. So I decided that for 2015 I need to structure my genealogy goals in such a way that I set myself up for success.

I created a list not dissimilar to last year’s, but instead of expecting myself to do everything on the list, I am striving to do four of the eight things on the list for each family line.  I’m sticking with the quarterly plan, but I’ll be jumping for joy if I accomplish four of the things per quarter. And I imagine the four things I do accomplish will vary by the family line.

Most of the items on my list are things within my control, which I think is important because so much of genealogy research feels outside my control. For example, one of the goals is to spend an average of two hours a week researching. The goal isn’t to solve a particular mystery or achieve a milestone, which I may or may not be able to do, but rather to put in the effort. (I did include one milestone among the goals, because it will feel so good to achieve it.)

The menu of eight items vary in level of effort, so if I have a quarter where I’m not able to spend as much time as I’d like researching, I can probably still get a few Xs. (For example, I’m sure I can find photos on my hard drive and add them to Reunion or add ten pins to my genealogy map.)

So here’s the little table I made in Pages on my Mac.

2015gengoalsscreenshot

I’m sure there’s plenty of room for improvement here, but I’m feeling good that these goals are achievable and something that I can keep top of mind. I’m going to print out the table and pin it to my bulletin board so I know I won’t forget them this year!

Organizing little by little

calendarsnippetHere’s one thing I know: Getting or keeping your family history research organized doesn’t happen without a little effort. (Of course, that’s true of organizing most aspects of our lives!) There never seems to be enough time to do genealogy research, let alone time to organize it.

But if you snatch little pockets of time to catch up on your organizing, you can make great strides. For example, 15 minutes spent on filing unfiled genealogy documents (either electronic or paper) is time well spent. It allows you to familiarize yourself with your documents and the holes you have in your research. It makes you feel more in control. You can get rid of any duplicates you come across. And, of course, it helps you find what you need when you’re looking for something, because documents are where they’re supposed to be.

One thing that can help is keeping an organizing task list so you can jump right into it when you carve out some time for it. My new genealogy to-do list helps me know what to work on when I have some time for research. But I think it’s a good idea to spend some time at least once a week organizing the research. Toward that end, I think that in addition to having a genealogy to-do list for each branch of my family, I’ll make one for organizing tasks. That’ll make it easier for me to just do something. (I’ll be posting a Genealogy To-Do List printable very soon so you can use my form, if you’d like.)

So here’s my challenge for you today: Think about how often you want to do family history research. And then think about when you might work on organizing your research. In this last month of the year, maybe you can carve out a little time for organizing. Doing it little by little, you’ll make progress. If you wait for a free weekend when you feel like organizing, you may never get it done.

Like many people, I have a very busy December coming up. But I’ve found that I get more done when I’m really busy. So for this December, I’m going to commit to spending at least a half hour a week organizing my genealogy research. I know it doesn’t sound like much, but it adds up two hours over the course of the month (actually, two and a half, since December started on a Monday this year). And one can get a lot done in two focused hours. To set myself up for success, I’ve scheduled five half-hour sessions on my calendar.

I’ll try to keep track of what I accomplish in that time and at the end of the month, I’ll post my progress here. I hope to be pleasantly surprised by all I can get done in those little, focused pockets of time.