What if there was a way to pick a productive and helpful genealogy task no matter if you have a little free time or a lot?
That’s exactly why I created The Occasional Genealogist Planner. I got tired of finally having a little bit of free time for genealogy. Then wasting it hunting for the project I wanted to work on... because I usually didn't know which project until I spent most of my time reviewing all my options.
Even if I knew what project, I usually didn't have time to do the great research I wanted to do. I knew I'd be interrupted. I'd have to repeat that research again to complete my thoughts.
Surely there was something easy, like a to-do list, so I could quickly pick the project and task that interested me and fit my available time.
The Occasional Genealogist Planner + Digital Dashboard is my easy solution to keep all your ideas organized so you can get to work on something helpful and interesting, no matter if you've got minutes or hours.
Finally get it together and do the great genealogy you want to do!
The Occasional Genealogist Planner Dashboard is a place to find all the bits and pieces you'd put in a planner, like to-do lists. It comes preloaded with a variety of templates and lists to help you do great genealogy.
Most importantly, you can customize your Dashboard to include what you need the most. There are even links to videos to show you how to duplicate and link the content you need.
Your Digital Dashboard is the first place you stop when you have some time for genealogy. From it you'll be able to quickly go to whatever activity fits your time and current interest.
I realized there were always plenty of options for “what to do” no matter how short my genealogy time. The problem was keeping ideas, especially those not related to a research plan, organized and easily available.
That’s how The Occasional Genealogist Planner was born.
The first edition came out in 2017 as a printable PDF planner. Since then most of us have become comfortable using technology so it was time to add a digital option, but not just a “digital planner.”
The Digital Dashboard is now the centerpiece of the Planner. It gives you a one-stop shop when you’re ready to do genealogy. Instead of having to find the page in a Planner, you’ll start in the Dashboard and click the link to go where you want. The Dashboard even includes instructions so you can expand the Dashboard with more tabs and links to fit your needs.
The Occasional Genealogist Planner + Digital Dashboard is designed to be the place you start when you’re ready to do some genealogy. Yes, it’ll probably take you more than one click. If you’re like me, what you’ve been doing up to now is the digital equivalent of thumbing through your work. You try to remember what you want to do by (hopefully) coming across what you need.
Go to the Dashboard, decide if you want to look at a list of projects or a list of to-dos. Then get working!
This isn't a question we can answer for you. The main value of the Planner + Dashboard is its ability to digitally organize via the Dashboard. If you don't use the Dashboard, you are getting a printable planner, suggestions for genealogy tasks, plus printable templates.
Many printable planners or collections of templates sell for similar prices.
It is up to you to decide if the cost is worth the features you will use.
3. Once you know where you’ll save your files, save them and then get started (the video provides help on deciding what you’ll want to do first!)
That’s all you have to do to get started.
Once you start, you’ll find more help to guide you from the Planner and Dashboard, as you need it.
When you have time for genealogy, you know where to start. You'll have choices for what to do instead of doing the same thing and getting the same (lack of) results.
If you keep starting with the Dashboard, updating and customizing it for you, it'll keep getting better.
Could you bust that brick wall? Many genealogists need to get organized and learn a few things, not just keep researching. But keeping up with everything can be the challenge. Your Dashboard gives you a place you know to look. Once you know what to do, not just what research to try, what could you accomplish?
Inspiration + organization can equal success for whatever genealogy goal you have.