Research Methodology » 1. Research Plans » Forms, Templates & Examples

Adventures in Genealogy Education - Research Plan Template

Airtable Research Log by Carolyn Guntur

This is the research log Carolyn uses in her work as a professional genealogist. It is also used in an e-course she teaches.

Airtable Research Logs - Family Locket

Nicole Dyer has designed several Airtable Workspaces for Genealogy. They are summarized in the blog post at the link, which contains links to the templates. They are useful for research logs, cluster genealogy and DNA matches.

American Ancestors - Research Plan Template

Cyndi's Preferred Research Plan Outline

Use this research plan template to determine what steps you need to take when researching a specific person, a person's life event, or any other research objective. Copyright © 2014-2015 Cyndi Ingle. All Rights Reserved. Permission is granted for personal research use. Commercial use is prohibited.

Cyndi's Simple Research Plan Template

Use this research plan template to determine what steps you need to take when researching a specific person, a person's life event, or any other research objective. Copyright © 2014-2015 Cyndi Ingle. All Rights Reserved. Permission is granted for personal research use. Commercial use is prohibited.

Genea - Your Genealogy Research Tool

GENEA for iOS, iPadOS and macOS. If you need help with your genealogy research, Genea is the app for you. Genea allows you to keep your notes and research logs organised and separated from your own family tree. When you find a family connection, you can easily export the note to import the information in your family tree.

Genealogy Research Log in AirTable

Genealogy Research Log Template by Relatively Curious.

My Family History Files - Research Plan for Johannes Zittel

A terrific walk-through of performing a research plan, along with a Blank Research Plan template.

Research plans: the 'show-me' stuff of genealogy

YouTube.com - Using OneNote for Research Plans

A video by Caroline Pointer