Genealogy Research Project Management Template

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Manage multiple genealogy research projects with ease using this template designed for genealogists in the film production industry. This template helps you organize and prioritize tasks, ensuring that urgent and important projects are handled efficiently.

By leveraging Priority Matrix, you can streamline your workflow, balance short-term and long-term assignments, and make the best use of your time and resources. Stay on top of your research projects and meet deadlines with confidence.

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Genealogy Research Project Management for Priority Matrix

Genealogy Research Project Management in Priority Matrix

Organize and prioritize genealogy research projects efficiently using Priority Matrix.

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Proposed Tasks

Urgent and Important

  • Task 8: Prepare for client meeting due in 3 days
    ☐ Review client's project ☐ Prepare presentation
  • Project 1: Research assignment due in 1 week
    ☐ Collect initial data ☐ Analyze data ☐ Prepare report

Important, Not Urgent

  • Task 5: Update genealogical database due in 2 weeks
    ☐ Collect new data ☐ Update database
  • Task 6: Professional development: Online course due in 6 weeks
    ☐ Register for course ☐ Complete course modules
  • Project 2: Long term research assignment due in 3 months
    ☐ Define research objectives ☐ Collect data ☐ Analyze data ☐ Prepare report

Urgent, Not Important

  • Task 7: Administrative tasks due in 1 day
    ☐ Respond to emails ☐ Update task list
  • Task 3: Follow up with client for additional information due in 2 days
    ☐ Prepare list of required information ☐ Communicate with client
  • Task 4: Attend genealogy conference due in 1 month
    ☐ Register for conference ☐ Prepare for conference

Not Urgent, Not Important

  • Task 10: Networking: Connect with other genealogists due in 2 weeks
    ☐ Identify potential contacts ☐ Reach out to contacts
  • Task 9: Update research tools and software due in 1 month
    ☐ Research new tools ☐ Install updates