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Research Planning for Genealogists

A mini-course designed to help you build an actionable research plan for your next genealogy project.

Let's face it—we all want to spend what little time we having working on our genealogy in an efficient and effective manner. A research plan will help you determine what you need to do to address a specific research goal and will keep you on track during your research sessions.

Maybe you're here because...

  • You're curious, but aren't completely convinced that a research plan is worth the time and effort. Well, my friend, you'd be surprised at how much time you can save yourself by not researching the same records over and over. Bonus: You'll even save $$ by not ordering the same records more than once. I'm totally guilty of both of these situations on more than one occasion, that is, until I started building research plans for each research project.
  • You understand the value of a genealogy research plan, but something is holding you back from actually using a research plan.
  • You're not sure how to build or utilize a research plan.
  • You're looking for an easier, more streamlined, way to build a research plan.

Whatever the case, this mini-course will cover a high-level process to go from no plan to actionable plan in just a few hours! With your plan in place, you'll feel more confident going into a research session, and you'll find yourself saving time and energy while implementing your plan.

There are three core lessons that will take you step by step through my planning process. These lessons are action-based so you will have an activity at the end of each one so that you can practice what you learn on your own genealogy project. By the end of the third lesson, you'll have an actionable research plan that you can start to implement and make progress!

Even better, you can run through the process again and again for all your genealogy projects.

You'll also get a "Next Steps" lesson that will provide helpful tips to help you take your plan and start researching (I'll also show you how I use my research plan as a research log!).

⭐ And, as a bonus, you'll get my "Ultimate" Source List that you can use to spark ideas for additional research avenues.

Lifetime access for just $27!

Note: If you've participated in the Research Planning Magic Challenge or are an alum or current student of Genealogy Problem-Solving Academy, please see the FAQs to see if this course is the right fit for you.

I'm convinced! Sign me up!!

What people are saying...

I found the marriage date I was looking for, and bonus—I learned the person's middle name! The bite-sized lessons with actions helped me stay on track.    —Tracie W.

This has been a great exercise to help me slow down and think things through before I start researching.     —Sara M.

What a great experience this was, Julie! I have really benefited from this time. It has helped me focus and plan to make progress!     —Sharon L.

 A very helpful course that highlights the importance of research planning rather than just diving in.     —Michael G.

I want what they're having! I'm ready to sign up!

Your guide on this journey...

I'm Julie Cahill Tarr, an accredited genealogist known for strategic planning and problem solving. For many years I’ve helped clients solve family history mysteries, simply by reviewing previous research and building a research plan that either I or the client implement. It's my pleasure to share with you my process so that you can effectively and efficiently research your own family history mysteries.


For $27...let's do it!