12 Step Process for Researching Your Family History: Checklist

Here is a 12 step process, a checklist, you can follow for each ancestor you are researching in a methodical order. This will help ensure you have looked everywhere you can and properly documented your process as you go.

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TIMING
0:00 Intro
0:25 12 Steps for each target ancestor
0:58 Review what you’re starting with
1:32 Start research notes with what you have
2:12 Review Hints first
3:35 Review what’s missing
4:20 Search in three ways
5:14 Create a research plan
6:17 Research the plan
7:15 Update research notes as you go
7:40 Transcribe Documents
8:32 Research immediate family and F.A.N. club
10:01 Member Trees
11:12 DNA Cousin Matches
12:02 Thinking outside the box. Where else to look?

Best YouTubers for genealogy are Genealogy TV, The History Guy, Aimee Cross Genealogy Hints, Family History Fanatics, Geneavlogger, Legacy Tree Genealogy, , Ancestry, FamilySearch, Useful Charts, Dear Myrtle, Genealogy with Amy Johnson Crow, and 23andMe.
#Genealogy #GenealogyTV #FamilyHistory
Music Credits for Song on Word Tree Open
Licensed under Creative Commons: By Attribution 3.0 License

[suzannemcclendon]

Thanks for another great video and the handout. They are always helpful.

There aren't many channels that I would sit through a 20 minute advertisement for (just yours and a couple of others), but I am glad that I did. The car that it advertised is exactly what I need at this point in my life (Mitsubishi Outlander PHEV). Now, to magically have a loaded wallet. :)

I am having a hard time overcoming old habits of just researching and not keeping notes or having a research plan. Now, when I don't make the notes and I can't remember where I found this or get back to that, I can hear your voice saying, "keep research notes!" Like with other parts of my life, I have to just do it, even when old habits are very insistent. I will get there!

Thanks for all that you do for the genealogy community. Have a blessed weekend.

[dlorah]

This is so helpful for me. I am a "list person". I made an index card with the 12 steps and taped it on my desktop. I am easily distracted and this helps me stay focused!

[Mistydazzle]

Wonderful! Thank you, Connie! Ancestry Hints - when another has built their tree incorrectly, Ancestry offers the incorrect sources as hints. You have to be so careful, logical & questioning as to whether these suggested birth, census, marriage & death records are the correct ones, even before you look at the member trees. Sometimes, they take you down the wrong road, with a person that has the same name as your research focus.

[familyhistoryenthusiast]

You're one of the first genealogy coaches I've ran across. You are by far my favorite. I agree with others that you have been extremely helpful since they start of my journey. Your topics and approach to them are the most enjoyable to listen to.

[saraschneider]

This is so good. I am rebuilding my grandmother's branches from scratch for... well... reasons... and am planning on doing it with my other grandparents as well. Part of the reason was exactly this. 1. I had no check list and 2. I was getting really overwhelmed by the hints. Now instead of adding people 1st, dealing with hints 2nd, I built 1/4 my tree out as far as I could (I've done it before so I know a lot of who should be there), and now I'm going through each person's hints, leaving the tree hints last... well mostly. If there's something I don't know, like q spouse's maiden name, I cheat a little and see if anyone gave me a possible place to start.

[chieffamilygenealogyoffice]

I add the documents individually to my ancestor files.

After that I blog the document and then transcribe the document - I still keep binders with documents I also keep the really old bibles -especially originals.

I blog so I can “take” family history to present to others if requested.

I also show them how to get to my blogs.

I am a 4rd generation genealogist and am gently training a fourth generation!

He knows what I am doing and actually does go on the blogs and READS

[katesstoreshelforganizinga]

You've been amazing in my genealogy journey - started in 2020!

[familygeno]

Connie, thank you for all of your wonderful hints! Your new setting is so perfect! Love, P ❣️

[barblamoureux]

Great tips, thank you! I got confused with #9 Transcribe Documents Tip. I know it's just me but it flew over my head lol. I'll have to watch that tip on repeat more than a few times lol.

[GoldieMay]

Good thoughts -- both in your list and the idea of doing a list in the first place! The new background is a fun touch.

[lesliewhitson]

I’m starting over with what little research I have done and this will be so helpful. Thank you so much.

[wyattandwill]

Phenomenal video. There are a lot of sides that get difficult to research further back than 1850 but I’m sure the answers are out there — Onslow County is not a burned county like I’ve ran into a lot of another grandparent’s side, it was a lot smaller before Camp Lejeune, and most of my surnames there aren’t too common

[JessicaSennRAIN]

Thanks so much you explain and teach things very well where I can understand really easily I appreciate it

[nanabeccareading]

Thank you so much for your generosity in helping all of learn❤

[Chris-izrd]

I have been plodding thru bits of paper and notes and stuff just so I can keep where I am on a search or which branch I am searching. Too often I just write on any slip handy and have to stop doing that. Note books for each family branch is my goal. I have file boxes for family branches already, just got to get this paper bits thing under control.

[memorysmith]

Absolutely wonderful, thank you for all this help.

[skiser]

This has been super helpful! Thanks so much

[cherylmedlin]

Really helpful checklist! Thanks, Connie!

[kerinstinear]

Could you possibly do a snippet on how you are using those macros for the references please. 🙏

[stevelaursen]

Hello. My Grandmother and her siblings were left by the parents to be raised by other familys. I know all the parties involved byt how do I connect them in my tree. thanks