Organize Your Family History

Stay focused and happy while exploring your roots

My dream genealogy staycation

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I’ve been very busy helping clients get organized recently and just have not taken the time to do genealogy research. I’ve been out all day most days and when I come home it’s all I can do to wrangle my email and get ready for the next day before collapsing with a glass of wine. (Well, it’s not quite that dramatic, but you get the idea.)

I find myself fantasizing about taking an entire week off to spend on doing genealogy research. In this dream stay-cation, I’d probably do the following:

That sounds like more than a week’s worth of activities, actually. But the truth is that the chances I would actually take a week away from clients and running my organizing business is pretty remote.

But you know what? I don’t need a week off to dig into this stuff. Heck, I don’t need an afternoon off. If I can capture an hour here or there, I’ll make progress.  And if I managed to put in 30 minutes most days, I’d make huge progress. It’s just like I tell my clients about decluttering: 15 or 30 minutes a day can make all the difference in the world. In fact, I got out my calculator and figured it out. If you declutter (or do family history research) for 3o minutes a day, five days a week, for a year , it comes to 130 hours. That’s more than three work weeks!

I still love the idea of focusing my efforts for an entire week. But for now, I’ll try to wedge about a half hour a day in and see what progress I can make!

Where was I?

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I can use this form to plan my next family history research session

For me, the biggest impediment to starting a research session is not knowing exactly what to work on. Today, I was reading an article on what to do with the last few minutes of the workday and was struck by a suggestion from Julie Morgenstern, a hugely successful professional organizer. She suggests spending a couple of minutes to identify the most important thing you’ll do in the first hour of work the next day.

I do something like this for my work life (I plan the top four priorities for tomorrow), but it occurred to me this could be really useful for my family history research. If, at the end of each research session, I identified a few things to work on in the next session, the question of what to work on would disappear. I’ve flirted with this before, but what struck me today was that I could create a form (I love forms!) that I would fill out at the end of each session and keep it handy for the beginning of the next session.

I have a similar form for my work day (here’s a link to it on Pinterest), so I adapted it for my family history research. It’s pictured on this post. At the top I have the top four research items to work on. At the bottom, I have a checklist of things to make sure I do as I close up the session.

I think this form will go a long way toward getting me past that barrier to getting started. And making it easier to get started will help me carve out little bits of time to do my research.

 

 

My genealogy time-management plan

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Ticking clockWhen it comes to my family history research, time management is a big challenge for me. I want to hunker in and start researching my family. But I also want to learn more techniques for doing the research. And I want to stay on top of the resources that are available out there. And I want to read other genealogy blogs, because they’re so interesting.

But there are only so many hours in a day.

Getting overwhelmed has always been a challenge for me in my research. I think it has to do with the abundance of possibilities this avocation offers. There’s so much to learn about my family and so many ways to go about learning it.

I do well with structure and I know that, for me, structure helps me deal with that overwhelmed feeling I get in the face of too many choices. (This is a theme in my life.)

So in thinking about how I might structure my genealogy research time to avoid overwhelm and actually get stuff done, this is what I’m thinking:

  • I’d like to allot a certain number of hours a week to doing family history research.
  • I’d like to divide those house among a variety of pursuits, assigning a percentage to each.

So how do I go about deciding how many hours and what percentages? It’s pretty much a crap shoot. I know from experience there’s no point in worrying about getting it right at the outset. I need to just pick a starting point and adjust as experience dictates. So here’s the goal I’m going to set for myself, for the remainder of March and the month of April (keeping in mind I’m away for a week in April where no family history work will be done).

  • I’m going to strive to work 10 hours a week on family-history-research-related activities.

I’ll try to divide those ten hours this way:

  • 50 percent on actual research about my family (5 hours)
  • 20 percent going through downloaded learning resources (2 hours)
  • 20 percent reading genealogy blogs (2 hours)
  • 10 percent organizing my family history research (1 hour)

My research is pretty well organized and I don’t have a big backlog, so an hour a week should do it. I could see needing to spend more than an hour a week organizing.

This is just a starting point. I could be way off on my percentages. I think I’ll keep a time sheet of some sort so I can see how I’m actually using family history research time and how the percentages actually shake out.

I’ll report back how it works out and whether this structure has helped.

How about you? How do you balance the research with the learning and the organizing?

Photo by R.L. Hyde via Flickr

 

Making time for family history research

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I love doing family history research. I really do. I’m also trying to figure out ways to integrate it into my organizing business, so technically it’s work. So why haven’t I done it in more than a week?

I can make excuses for why I haven’t made time to do any research. A week ago I returned from a week-long trip and I jumped right back in to full client load. My desk is a mess. (Embarrassing, but true.) But here’s the thing: since I’ve been home I’ve managed to catch up on most of the TV shows I recorded in my absence. I finished reading a book. I watched a couple of college basketball games.

It really does come down to priorities. (Priority management is a more accurate phrase than time management.)

As I contemplated the fact that I frequently close up shop and leave my desk for the day before I do any research, I realized a few things:

  • The messy desk really does get in the way. (Note to self: Clear it off every night like you used to!)
  • The time I thought I’d try to do it every day, 5 pm, isn’t conducive. Now that it’s winter, it’s dark at that time. I like a lot of light when I’m squinting at old handwriting.
  • If I’m running late trying to get the rest of my work done, I continue working past 5 pm and research is sacrificed.
  • I need to make it very, very easy to start doing the research. One way I might do that is to outline for myself at the end of each research session what I want to research at the start of the next one. Then it’ll be as simple as grabbing a file from the cart stored in a closet a few feet away, rather than rolling out the whole cart. And it gives me immediate focus.
  • I need to examine my priorities for my time and see where this research fits in. Is it more important than keeping up with social media or whittling my inbox down to zero? If so, I should do it before I do those daily tasks.
  • It’s important to recognize that I don’t need hours at a time to do research. As little as 30 minutes can glean some great results.

The process of writing this blog post has given me new resolve. I have a lighter day tomorrow and I’m going to make sure I do some research, earlier in the day. And I’ll make a note at the end of the session about how I want to start the next session.

I think I’ll take a few minutes to clear off my desk right now.

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