Family History Project Planning + Why You Need It For Your Stories – The Global Tofay

Family History Project Planning + Why You Need It For Your Stories - The Global Tofay Global Today

Look, I know you’re not new to the idea of writing your ancestors stories, but sometimes, when you get so enthralled by the research phase, you can lose sight of the fact that you need a process to craft stories or books. That process starts with family history project planning.

The next thing you know, you’re too overwhelmed by what’s involved, so you decide to skip that step and jump straight to creating.

Don’t worry; that’s what I’m here for and why I’m writing this article.

  • Firstly, I will explain project planning.
  • Secondly, I’ll share why you care about it.
  • Thirdly, we’ll look at project planning in the context of your family history.
  • Finally, I’ll share 3 tips to help you on your project planning journey.

What is Family History Project Planning?

Project planning is the systematic process of defining, organising, and outlining the tasks, resources, timelines, and milestones required to achieve a specific goal or objective. So, in the context of writing your family history, project planning involves breaking down the process of documenting how you’ll preserve your ancestry into manageable steps.

  • Firstly, outline the scope of your project
  • Secondly, creating a roadmap to guide you from information to the finished product.

It’s about setting clear objectives, establishing priorities, and allocating resources effectively to ensure the successful completion of your family history project.

At its most basic, family history project planning is the roadmap to follow to craft your ancestral mementos. It outlines:

  • what you’re creating
  • where to start
  • what to include
  • how to do it. 

It’s like a GPS for your journey, ensuring you stay on track and easily reach your destination.

At a slightly higher level, project planning involves understanding all the moving parts in your family history memento project. It’s creating a roadmap from where you are to the result you want to achieve. You’ll be mapping out a detailed list of project tasks and actions to guide you step-by-step towards your goal.

For those subject matter experts among you, this structured approach ensures thorough preparation and organisation, setting the stage for a successful family history project.

If you’re only at the first level of understanding, rest assured you will quickly understand and grasp the effectiveness of this structured project planning process as you delve deeper into it.

Would you like to learn more from me? Check out the Planning Family History Projects Guide in the Template Store and start creating your project plan.

Why Should You Care About Family History Project Planning?

I’m not here to force anyone to spend time project planning before starting work on their family history mementos. I’m all about trying things for yourself. However, I want to share three reasons you won’t want to skip this step for your next project. 

Project Planning is important because:

  1. It provides a structured path forward with a custom roadmap clearly outlining the steps needed to achieve your family history goals.
  2. It helps you allocate time and resources effectively, ensuring you focus on tasks that contribute directly to your family history project.
  3. The detailed breakdown of the project into manageable steps helps prevent feeling overwhelmed and allows you to progress steadily.

Don’t think project planning is only for businesses or large organisations. The truth is that project planning is a valuable tool for anyone undertaking a significant endeavour, such as preserving your family history. It provides a structured approach to organising your efforts. It also ensures that you make the most of your resources, regardless of the scale or nature of the project.

Project Planning in Context 

Knowing the impact of creating a project plan —or not making one— is as important as understanding what it is and why it’s essential. 

Imagine you’re a passionate family historian eager to share your family’s rich history by writing a book. Over the years, you’ve collected a wealth of research, including old photographs, letters, and oral histories from relatives. Now, you’re ready to turn this treasure trove of information into compelling stories and a tangible memento that preserves your family’s legacy for future generations.

Without Family History Project Planning

You dive straight into writing, fueled by enthusiasm and determination. However, without a clear plan in place, you struggle to find time for writing amidst your busy schedule. You constantly switch between tasks, bouncing from writing to editing to formatting, without making much progress. Without a roadmap to guide you, you feel overwhelmed by the sheer volume of work ahead and uncertain about how to prioritise your efforts. As a result, you waste valuable time and energy, resulting in slow progress in completing your project.

With Family History Project Planning

You’re equipped with a clear course of action for your family history project to turn your knowledge into a tangible memento. This roadmap ensures that you have a solid understanding of the steps involved, allowing you to approach the project with confidence and purpose.

Don’t waste time wondering what to do next. Instead, create a plan to help you allocate your time effectively and prioritise tasks based on importance. Breaking down the project into manageable steps during the planning phase eliminates the guesswork and uncertainty, allowing you to progress steadily towards your goal.

You easily navigate the project, seamlessly moving from one phase to the next without stress or overwhelm. This structured approach saves you time and ensures that your efforts are focused and productive. Therefore, ultimately leading to you preserving your family’s unique legacy for this and future generations.

Your project plan is a valuable tool for streamlining the workflow and maximising efficiency. One that enables you to make the most of your time and resources throughout the project.

I didn’t have a plan when I set out to produce a memento focused on Mum’s life. I didn’t think I needed one to create a family history book. Something I was wrong about — very wrong. I seriously underestimated everything from the volume of tasks to how long completing each one would take. This lack of planning meant the book almost didn’t happen. 

Since that almost-disaster was averted, I create a plan for every project I undertake. No matter whether it’s for:

  • a new template
  • a course
  • website updates
  • family stories.

I follow the same process for any goal with a starting point and an end. 

3 Tips for Family History Project Planning

Raise your hand if you think you can’t create plans for your family history project. Be honest! 

You aren’t alone; I’ve been there. So, here are my top three tips to get you on your way:

Tip #1: Start by establishing clear mini projects — for example scanning photos or writing stories. Then break down those tasks into manageable steps so you can set realistic deadlines.

Tip #2: Remember to be flexible when planning your next family history project. It’s important to remain adaptable and open to adjusting your plan based on new information or changing circumstances.

Tip #3: Check out the Planning Family History Projects Guide in the Template Store. In this ebook, I explain everything you need to know about:

  • planning your family history project
  • setting goals
  • organising your materials
  • overcoming inevitable roadblocks.
Family History Project Planning + Why You Need It For Your Stories - The Global Tofay Global Today

Key Takeaways

Let’s wrap this up, shall we? The key takeaways to remember from this post are:

  • Project planning is essential for crafting compelling family history mementos. It provides a structured path forward and a clear roadmap for achieving goals.
  • It helps you allocate time and resources effectively, ensuring you focus on tasks that contribute directly to your project. This process also prevents you from being overwhelmed because it encourages you to split the project into manageable steps.
  • Project planning is not exclusive to businesses. It’s a valuable tool for anyone undertaking a significant endeavour, such as preserving family history. 
  • If you fail to plan, you may struggle and risk slow progress or potentially abandoning your project. Some side effects of lack of planning include:
    • not making time to work on the project
    • switching randomly between tasks
    • feeling feel overwhelmed by the volume of work.
  • When you invest time to plan your project, you confidently approach the tasks at hand. Side effects of planning include:
    • allocating time effectively
    • progressing steadily towards your goal
    • ultimately preserving your family’s unique legacy for future generations.

At The Creative Family Historian, I make it my mission to help family history enthusiasts transform what they know, believe and have discovered about their ancestry into tangible mementos to preserve their legacy for future generations. 

If you’ve enjoyed this article, check out the Planning Family History Projects Guide in the Template Store. It is a step-by-step guide with 5 easy-to-complete exercises in the BONUS workbook to help you get planning faster. 

Image promoting the guide and planner to take you step-by-step through the process for family history project planning.


#Family #History #Project #Planning #Stories

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