Plan your family history

Three circles arranged diagonally with arrows showing progression from the top-left black circle to the middle circle and then to the bottom-right circle, a simple flow diagram.

Research planning is guaranteed to improve the quality of your family history

Planning your family history research helps you prioritise your efforts, avoid duplication, and identify the tasks still ahead, so you’re set up for research success.

With good planning, you are more likely to find the information you need and identify the correct people to include in your family history.

Planning is not a single task you complete once. Integrate it into your research process to improve the quality of your research.

Colorful circular infographic (lifecycle) with colored wedges labeled Goals, Review, Research, Scoping, Tasks around a central white circle.

Follow the family history research process cycle

Planning is a process. In this process, you place your research questions within a hierarchy of goals: aims, objectives, research questions and hypotheses. This provides the context and meaning for your questions.

Then you scope out what you already know, before identifying what you need to do next in the tasks step.

The final step, after conducting new research, is review. And then the cycle starts again.

Articles about research planning for family history

Get started with these articles. They contain links to related articles.

What you need to know when starting family history

For more articles about research planning, click on the Planning Family History link

on the right side of the screen when on a blog post page or use the search bar to search for a specific topic.

Tools for planning your family history research

Excel and Notion are great tools for research planning.

Click on the links to find out how to use them.