Turn your RootsTech inspiration into a clear, focused research plan.
This practical workbook is designed to help genealogists organize their conference notes, identify their most promising research opportunities, and map out next steps with confidence. Instead of feeling overwhelmed by ideas, you’ll leave with a structured plan you can actually follow.
Use it during the webinar or on your own to move from inspiration to real research progress.
RootsTech is full of inspiration. New tools, new records, new ideas.
But once the conference ends, many genealogists are left with the same challenge:
pages of notes, dozens of screenshots, and no clear plan for what to do next.
The RootsTech Action Plan Workbook is designed to bridge that gap.
This step-by-step workbook helps you turn conference inspiration into a practical, focused genealogy research plan you can actually use.
Inside, you’ll find structured worksheets to help you:
• review and organize your RootsTech notes
• identify your most promising research opportunities
• prioritize what matters most
• avoid information overload
• build a clear, focused research plan
• map out your next steps with confidence
Whether you use it during the live webinar or on your own afterward, this workbook will guide you through a simple, effective process for turning ideas into action.
This is not just a collection of worksheets.
It’s a practical system for helping you move your genealogy research forward.
If you attended RootsTech and are wondering what to do next, this workbook will help you take the next step.
Includes:
16 pages of structured worksheets and planning tools (PDF download)