Tag Archives: bcg portfolio

2014 In Review

2014 was a whirlwind, drawn by author

At the start of 2014 I posted my goals for the year. They were pretty simple:

1. Get my BCG portfolio turned in (My deadline is December 15, 2014!)
2. Write at least 3 major articles (These are aside from those that may appear in my home society’s quarterly.)
3. Gain 1 new client per month
4. Speak/teach at least 12 times this year

I only fully accomplished one of those goals: the first one, turn in my portfolio. And in hindsight, I think that’s ok. The portfolio process is huge. I am not sure that anyone can quite describe how big it truly is. It is like when we got pregnant with our first child. People said “Oh your life will never be the same.” Or “you will never really have time to yourself for the next 18 years.” (Really helpful, by the way.) We quickly found out that they were right, but I truly think there’s no way to know just how right they were BEFORE we had babies. There are just no words to describe the enormity of it. I feel that same way about the portfolio, well almost. People told me it would be a challenge, but I didn’t understand really, just how much of a challenge, until I did it. Just like babies.

As for the other goals. Here is what I actually did:

  • I did not write any articles for major publications, but I did write a new guide: Legacy QuickGuide™ “Obituaries in Genealogy: A Research Tool,” June 2014. I also wrote a new course for the National Institute for Genealogical Studies which is slated for release in 2015.
  • I gained 2 new clients, for small projects, which is ok because of goal number one.
  • I gave 7 lectures in 2014. I had at least 5 more scheduled but since we ended up moving to Texas in September, I had to cancel those.

I also moved my entire household (well the movers did most of it), husband, children, pets, belongings, and so on, from Colorado to Texas. And just to give you a little context, I had only been to Texas a total of 2 times before we decided to move! That alone has “challenge” written all over it. Just getting to the grocery store was a “challenge” for the first few weeks. Not to mention finding new doctors, dentists, boy and girl scout troops, school, favorite coffee shops (still haven’t found it), favorite breakfast spot (still working on that one too), and of course a new genealogical society to call home.

Even though on “paper” it looks like I didn’t do much this year, believe me, it has been a whirlwind!


image from wikimedia commons
image from wikimedia commons

So, I went “on the clock” (for BCG certification) in December 2012. In the meantime a lot of “life” has happened but a lot of “life” is going to happen when you take a step like this. I’m the type of person who needs a deadline, so I went on the clock. Once I sat down and tried to locate a family/problem for my case study, I got concerned. One look at my office, my binders, my computer files, told me that I was horribly unorganized and I needed to do a lot of catching up, fixing, data entry (I have a thumb drive with scans from Salt Lake City from 2009 that I haven’t worked with yet!) and organizing, before I could even make an educated guess on the case study.

Well, in the last week, I went through a very large pile of notes with “to-do” items on them, some dating back to 2003. They said things like “find tombstone for …” or “locate obit for …” or one sticky note “I am not convinced that ––– is really –––’s father.” (Names being left out in case this REALLY is my case study.) That one sticky note sent me on a swirl of reviewing documents, notes, computer files, quick look-ups on Ancestry and FamilySearch. I MAY just have found my case study. I have a few pieces of indirect evidence but nothing conclusive that says who the parents of my subject are.

This project is so counter-intuitive for the genealogist. If you’ve never reviewed the Case Study requirements for the BCG portfolio, it basically requires that you use the genealogical proof standard to solve a problem of conflicting evidence or by using of indirect evidence. I know that I have many of these in my family research, but finding a good one can be challenging. And then, what happens when you start to work hard on it and then find that piece of direct evidence? … ah … back to square one.

I did get through my pile of to-dos and either figured out that they had been done (recycled), or if they were easy to do (just did it), or they went into my Evernote to-do list (then recycled). Now, on to some research! So pray for my project, that I find no direct evidence on this man’s parentage and instead am able to locate a lot of really good indirect evidence!