Creating a research plan takes a bit of practice. There are differing opinions on just how much planning one should do for a given research question. I have seen long lists of sources one should consult when working on a project. Great, long lists that identify every source you may ever think of (even if it doesn’t apply to a particular ancestor or situation), like this one from the Puget Sound Genealogical Society. Others have taught that the plan should only be a few items, because what you find in those items may dictate where you look next. Some example research checklists, forms, and templates can be found here on Cyndi’s List.

I’ve discussed before that I think (at least in my experience) that are two phases of a genealogists “life.” The collection phase comes first; gathering as much as you can. In this phase you find all of the “low-hanging fruit” such as census records, vital records, newspaper articles, obituaries, and so on. The “easy” to find items for your ancestors. Then there is the phase that you face when the easy-to-find runs out. And not just runs out but when there are conflicts in the records you have found. The second phase I think of as the “brick wall” phase, or maybe just the “it is going to take more concentrated effort to figure out” phase.

I think the long checklist forms you can find are more appropriate for the collection phase. The more thoughtful, intentional, and detailed research plans are what is needed to get through the tougher problems. So, my point in saying all the above is this: What phase are you in? Choose the most appropriate system that works for you. I have two examples one for each “phase” that I will share both over the next few posts and discuss MY thoughts on the benefits of each.