How I Do It: A Professional Organizer's Genealogy Workflow

Simplify Your Genealogy Workflow & Get More Done in Less Time

An Inside Look at a Professional Organizer’s Genealogy Process

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Does this
sound familiar?

I'm reinventing the wheel

I feel like I’m reinventing the wheel every time I process new information.”

I'm paralyzed by perfectionism

I can't even get started organizing because I don't know the right way to do it."

I'm wasting time

I waste too much time looking for information.”

I need a routine

I need a routine that lets me process information simply so I can spend more time on the fun part - being a detective!”

If this sounds familiar, you’re probably looking to streamline your research process. I live and breathe organization through my professional organizing business so creating an efficient system comes naturally to me. With my latest Orderly Roots Guide, How I Do It, you will see directly into my genealogy workflow, including screenshots of my ‘good enough source citations,’ an easy-to-use folder structure, and my step-by-step approach to handling a single document.

With this How I Do It guide, you'll see:

How you can create a great workflow for how you handle a single document from start to finish. You’ll see my technique, beginning with defining a research question and ending with logging the information.
A system you can make your own that is simple enough to maintain!
Ways you can save time and eliminate frustration so you can enjoy your genealogy research more.
Backlogs Happen! Learn how to handle a backlog when it sneaks up on you.
An overview of Reunion software, including screen shots of how I use it in my research.
What your smooth and organized research session can look like.
How you can maintain a daily research habit that keeps information fresh, focused, and moving forward.

How I Do It is for you if:

You love genealogy research and want an insider’s look at a professional organizer’s step-by-step process.
You use a digital format for your research and would like to simplify your workflow.
You currently use a paper system but are planning to transition to digital and need to see how all the pieces work together.
You use a paper system but perform most of your research on the computer and you’d like more clarity and routine in your approach.

This guide has information for new and seasoned genealogists. Purchase the How I Do It downloadable pdf individually below or download all four of my Orderly Roots Guides for a discounted price with The Orderly Roots Bundle.

An important note: My genealogy work is done using a Mac, and the Reunion software I use is only available for Macs. All screen shots and examples will be from that perspective. However, the general approach and guidelines can be applied to any system or format.

How I Do It: A Professional Organizer's Genealogy Workflow. 37 pages. $19.99.