As genealogists, staying current in our field is not just beneficial—it’s essential. Whether it’s honing our research skills, diving into new methodologies, or mastering emerging technologies, continuing education ensures we remain confident, competent, and competitive in a rapidly evolving discipline. Remember too that the genealogy field is constantly evolving. New records become available, research methodologies advance, and DNA testing opens new avenues for discovery. Without a concrete plan, it's easy to take a scattered approach to learning or miss opportunities for growth in key areas.

If you are a member of the Association of Professional Genealogists (APG), education planning is especially critical. APG requires members to report at least 12 hours of continuing education each year, so having a clear plan can make tracking and reporting effortless. Even for non-members, intentional education planning can provide structure, purpose, and accountability, helping you achieve your professional and personal learning goals.

What Does Education Planning Entail?

Education planning is about identifying the skills and knowledge you want to develop in the coming year and creating a structured approach to achieve those goals. A good education plan should:

1. Identify Priorities: What do YOU need to learn to advance your research, business, or technical skills?
2. Map Resources: Which courses, webinars, books, or conferences align with your goals? What is your budget?
3. Track Progress: Documenting what you’ve learned ensures you stay on track.
4. Evaluate Outcomes: Regularly reviewing your progress allows you to pivot if your needs or interests change.

Introducing the 2025 Education Planner

To make education planning simple, Family History Academy is offering a free downloadable Education Planner. This practical tool allows you to map out your learning objectives, track progress, and reflect on outcomes, all in one place.

Designed for all family historians, the planner is perfect for planning and tracking your continuing education more effectively.

How the Planner Can Help You

• Stay Organised: Have all your goals and activities at your fingertips.
• Save Time: Streamline your planning and reporting processes.
• Set Clear Goals: Break down your annual objectives into actionable steps.
• Adapt Easily: Modify your plan as new opportunities arise throughout the year.

The planner is not complicated and is designed to be printed. You can also create your own planner using a spreadsheet or similar.  Additional headings could include a list of the skills areas on which you would like to focus for the year, progress notes, the educational format (e.g., webinar, workshop, institute), the educational provider and so on. The idea is to create a planner which works for you.

Flexible and Personalised Education Planning

Remember that education planning is flexible. As new opportunities arise or research needs change, adjust your plan accordingly. The key is maintaining a balanced approach that addresses both your current needs and long-term professional goals.