Frustrated by genealogy roadblocks? Fumbling for what to do next? Let’s change that.

The Occasional Genealogist Planner + Digital Dashboard was made for moments like this.

It helps you skip the decision fatigue and get straight to productive research—no matter how little time you have.

It’s a practical, flexible system to keep all your ideas and projects organized—so when you do find a few free minutes, you’re ready to dive in.

Whether you’ve got just a moment or a whole afternoon, you’ll know exactly where to start.

What’s a Digital Dashboard?

Think of it like your genealogy command center—everything you need, in one place.

The Digital Dashboard is a simple Google Sheet designed to give you a clear view of your current research projects, to-do lists, sources to check out, and more.

It helps you stay focused, skip the chaos, and quickly jump into a task that fits the time you have.

Instead of flipping through notes or opening a dozen files, you’ll open your dashboard and see exactly where to begin.

What's included with the Planner + Dashboard?

The PDF Planner file: textual information and printable forms.

The Digital Dashboard(Google Sheets): lists and links to everything else you need.

Between the Planner and Dashboard you have templates and how-to information to help you keep your genealogy tasks organized.

✅ What You Can Do with Your Digital Dashboard

🔗 Link directly to the projects you're most excited about (no more hunting through folders or files)

📋 Keep track of tasks you've already identified (so you always have something ready to work on)

📚 Track sources you need to look into (and stop re-researching the same things)

✍️ Jot down ideas and organize them as you go (great for those moments when inspiration strikes)

⚙️ Customize it to fit your style (and yes, there are videos to show you how)

Get our book!