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Business Skills: Creating a Genealogy Business
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NOTE: This course requires compulsory materials to be ordered. Please click on the Supplies tab for details.

Creating a genealogical business requires many steps. First, there is self-analysis to determine who you are, what you want, how to achieve balance in work and personal life, and what kind of business you wish to start. Next comes the business planning, market analysis, marketing planning and overall business structure to establish. Finally, considerations of things you need for the business from supplies, income, marketing opportunities, and a productivity tool chest will help round out your plans and get you off on the right footing. In Creating a Business, you will learn the skills you need to accomplish all these things and spend a lot of time thinking about the ins and outs of business.


Module 1
  • Note about Web Addresses
  • Websites
  • Required Reading
  • Becoming a Professional

    Introduction To Creating A Genealogy Business
  • Board for Certification of Genealogists Code of Ethics and Conduct
  • Self-Analysis: Are you Ready to Start a Business?
  • Why Do You Want This?

    What Type Of Business Structure Do You Want?
  • Sole Proprietorship
  • Limited Liability Company
  • Partnerships
  • S-Corporation

    Tax ID Numbers

    Financial Planning & Business Records
  • Budgeting
  • Bookkeeping

    Saving Money
    Building a Library
    Additional Resources

    Things to Consider
  • Networking
  • Volunteering
  • Balance

    Additional Resources

    Module 2
    Writing Your Business Plan
  • Required Reading

    What is a business plan and why do you need one?

    The Steps of Writing a Business Plan
  • Things to consider before you start

    The Pieces of a Business Plan
  • Executive Summary
  • Company Description
  • Market Analysis
  • Organizational Structure
  • Services
  • Marketing Plan
  • Financial Planning/Funding
  • Financial Projections
  • Appendix/Supporting Documents

    Updating the Business Plan

    Business Plan - Example #1
  • Executive Summary
  • Introduction
  • Description of Business
  • Industry
  • Company Basics
  • Services
  • Market Overview
  • Marketing Plan
  • Target Market
  • Brand Positioning
  • Promotion
  • SWOT Analysis
  • Management Plan
  • Operational Plan
  • Financial Plan
  • Strategic Growth Plan
  • Goal
  • Business Model
  • Reasons
  • Vision Statement
  • Mission Statement
  • Values
  • Objectives
  • Strategies
  • Recommendations
  • References

    Business Plan - Example #2
  • Executive Summary
  • Educational Background
  • Memberships and Associations
  • Business Description & Vision
  • Mission Statement
  • Company Vision
  • Goals and Objectives
  • About the owner
  • Definition of the Market
  • Description of Services
  • Organization and Management
  • Marketing and Sales Strategy
  • Financial Management
  • Appendices

    Additional Resources
  • Books
  • Websites

    Module 3
    Contracts and Fee Structure
  • Required Reading

    Things to consider when creating a contract

    Types of Contracts
  • Letters of Agreement
  • Research Contracts

    Example Contract - Letter of Agreement
    Research Contract - Example #1
    Research Contract - Example #2
    Research Contract - Example #3
    Research Contract - Example #4

    Module 4
  • Websites
  • Required Reading

    What should you market?

    Marketing Avenues
  • Online
  • Blogging
  • Facebook
  • Twitter
  • Pinterest
  • Other ideas
  • Offline
  • Join a Group
  • Word of Mouth
  • Writing
  • Lecturing
  • Volunteering
  • Schools
  • Local News Outlets
  • Paid Advertisement


    Writing a Marketing Plan
  • Mission Statement
  • Marketing Objectives
  • Marketing Strategies or Promotion
  • Identify Competition
  • Pricing of Services and Products

    Marketing Plan - Example #1
    Marketing Plan - Example #2
    Marketing Strategies to Keep in Mind
    Final Thoughts

    Additional Resources
  • Books
  • Websites

    Module 5
    Time Management
  • Required Reading

    Identifying Time Wasters
    Personal vs. Professional Time Management

    Tips for Time Management
  • Set some goals
  • Create a to-do list
  • Block your day
  • Eat the frog first
  • Break down the pieces
  • Clear your desk and your mind
  • No procrastination

    Additional Resources
  • Websites

    Module 6
    Tools For Productivity
  • Websites

    Being Productive in Daily Life

    Old School Tools for Productivity
  • Paper and Pencil
  • Paper Calendars and Planners
  • Index Cards
  • Bulletin Boards, Whiteboards, and Notebooks

    New School Tools for Productivity - Technology Items
  • Smart Phones
  • Digital Cameras
  • Hand-held scanner
  • Two monitors
  • Digital Recorder and Video Camera
  • Technological Bulletin Boards, Whiteboards, and Notebooks
  • Scrivener
  • Microsoft OneNote / Growly Notes
  • Online Storage
  • Google Drive
  • DropBox
  • Backup System
  • Client Timer
  • Social Media & Email

    Tools to Organize Client Information
  • Organizing Paper and Digital Files
  • Family Tree Programs - Computer Based
  • Family Tree Programs - Online
  • Spreadsheets or Databases

    Things to Consider


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