You finally sit down to do some genealogy... and freeze.
What should you work on?
Where did you leave off?
You spend more time deciding than researching—and life interrupts. Again!
If that sounds familiar, 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.
This is why I created The Occasional Genealogist Planner + Digital Dashboard.
I was tired of finally carving out a few precious minutes for genealogy… only to waste them trying to figure out what to do.
I’d scroll through old notes (or worse, hunt through digital files), try to remember which project I meant to pick up—and by the time I found it, my time was up.
$49 $27
(save 45%!)
$49 $35
(save $14!)
I needed something simple.
A way to quickly choose a task that matched the time I had and the kind of genealogy I felt like doing.
That’s where the Planner + Digital Dashboard comes in.
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 You Can Do with Your Digital Dashboard
🔗 Link directly to 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)
What’s Included?
When you get your Planner + Digital Dashboard, here’s what’s inside:
📝 The PDF Planner – Printable forms and helpful guidance to map out your research, track progress, and keep things clear.
📊 The Digital Dashboard (Google Sheets) – Your interactive hub with linked templates, to-do lists, and quick access to everything you need.
Together, they give you structure, flexibility, and all the tools you need to keep your genealogy work organized—whether you prefer paper, digital, or a mix of both.
How will this help?
As an Occasional Genealogist, research isn’t always the best use of your limited time. Sometimes, you need to focus on tasks—the behind-the-scenes work that keeps your research moving forward.
These might include:
📌 Filing notes so you don’t lose important details
📖 Learning how to access a record you need
🧾 Gathering all the census records for one ancestor
🗂️ Organizing sources for a future research plan
Tasks are perfect for short sessions and often lead to better, more efficient research when you do have time for a deep dive.
The Planner provides ideas for tasks and the Dashboard helps you keep track of them so you’re always moving forward—even in small, interrupted chunks of time.
It’s not just about research. It’s about being ready to do research—without starting from scratch every time.
Imagine What You Could Accomplish…
One month from now, you’re not starting over every time you sit down to research.
You know where your projects are. You have a list of tasks ready to go.
You’re making real progress—bit by bit—and it feels good.
A year from now?
Maybe you’ve chipped away at that brick wall.
Maybe you’ve finally started writing that family history—or planning the reunion.
Maybe genealogy feels exciting again, not just overwhelming.
It all starts with a system that works with your life, not against it.
Time for genealogy is hard to come by—and when it finally appears, the last thing you want to do is waste it figuring out what to do next.
The Planner + Digital Dashboard helps you stay organized and ready, so your research time is more productive, less frustrating, and even a little more fun.
Whether you’re fitting in a quick task or settling in for a focused session, you’ll have what you need to get started and keep going.
