Grab an Hour of Momentum Every Month

Reaching Hands by Cyron

Want to know how to use social media to market your business? Ever wished you knew how to handle client communications? Ever needed some advice on getting more speaking engagements? Wished you could create a good query to send to publishers?

Wouldn’t it be nice to have your own private group of genealogy professionals, each with a different skill set, to bounce ideas off of?

Guide Your Business in the Right        Direction

If you want to stop waiting for clients and opportunities to find you, this is your chance to take a hold of your genealogy business and guide it in the direction you want to go.

Join a TGP Mastermind Group for a monthly dose of motivation, brainstorming and expertise which will energize you and give you the momentum to push your business forward.

The two groups are lead by Marian Pierre-Louis, the host of the Genealogy Professional podcast. Each group facilitates a maximum of 10 genealogy professionals, each with their own expertise and area of focus.

We will gather each month online to discuss timely situations and to prepare for tackling the challenges that come with running a small independent business.

The groups were first opened to the attendees for the Business and Marketing Goal Setting Workshops held in December and January.  Registration is being up to the larger TGP community.

There is a Friday group and a Saturday group.  Each group is limited to 10 participants. Groups will start the first week of March 2015.

Registration and further information:

Friday TGP Mastermind Group

Saturday TGP Mastermind Group

 

 

Photo by: Cyron

Discipline and the Genealogy Professional

TypingHands-RainerStropekjpg

Discipline is critical for all professionals, genealogy or other. Achieving discipline can be a real struggle. While I talk about discipline a lot I still consider myself to be a work in progress. Some things are very easy to do while with others I find I really need to push, even force, myself to get moving.

Here’s a case in point. Recently I was invited to write an article for the Association of Professional Genealogists Quarterly (APGQ). I accepted the opportunity and was excited about my topic.

Unfortunately, I have a bit of a quirky side when it comes to writing. I prefer to “feel” what I am writing while I am writing it. I guess that makes me a “passion writer.” Sometimes when writing for publications (rather than for myself in my blogs) I get excited about the idea of writing but then when I sit down to do it my passion seems to be gone.

Not surprisingly, that happened this time as well. I loved my topic and I pushed myself to write but it seemed so forced. I was frustrated.

When it comes to writing for publications, deadlines loom and there is nothing that will make them go away. These days there is nothing more that I would rather be doing than transcribing my great great grandfather’s diary. That can’t be considered regular work by any means. I had to push it out of my mind and save it for non-working hours. I gave myself one last shot at discipline.

After getting the family out of the house, I sat down with a blank sheet of paper. For a 2,500 word article I predicted that ten subheads would be reasonable. I sketched out two main sections and then added a total of ten sub-topics between the two.

Surprising myself, I also wrote out the final paragraph.

Next, I headed to my computer with paper in hand. I refused to open any programs except for MS Word (yes, avoidance of the internet is critical). I even left my cell phone on another floor so that I wouldn’t be tempted to look at it.

First I re-read what I had already written, making some minor edits. Then I wrote to the key points on the paper positioned directly in front of me. Thankfully, some of the key points had already been completed. You may consider it cheating by including parts that I had already finished but I consider that a motivational saving grace. Small victories matter!

I sat there until it was completely done. I think I did give myself a quick tea and water break but otherwise I held fast to the task at hand.

This was a victory for discipline. I admit I am not always so successful. Sometimes it takes two attempts or more to get a task done.

How do you feel about your own professional discipline? Can you stay on task or do certain subjects distract you away from what needs to get done? Do you have any tricks to keep you focused and productive on a daily basis? I would love to hear your thoughts on this topic that effects every genealogy professional.

 

 

Photo by: Rainer Stropek

Revenue and the many hats of a genealogy professional

hats by Beverley Goodwin/creative commons

Recently I wrote about how to project your revenue for 2015. The example I used was a bit simplistic. It only included one source of revenue – client research. In reality most genealogy professional wear many hats. We are client researchers, speakers, writers, editors, authors, bloggers and much more.

How do we project our revenue when we have multiple income streams? Let’s walk through it. Let’s say you made $18,000 from genealogy income in 2014. Here’s how it might have broken down:

2014 revenue: $18,000
Client Research $14,400
Speaking $   1,800
Writing $   1,260
Affiliate income $     540

This is a good break down but to help us make it useful for 2015 we need the percentages. That way we can use the percentages to determine projected income in each category for 2015.

For instance, if we divide $14,400 by $18,000 (yes, use your calculator!) we get a result of 0.8 which is the equivalent of 80%. That means 80% of all revenue earned in 2014 came from client research.

If we divide all the other numbers also by $18,000 we learn that speaking was 10% of the total income, writing was 7%  and affiliate income was 3%.

Our chart now looks like this:

2014 revenue: $18,000 Percentage of total income
Client Research $14,400 80%
Speaking $   1,800 10%
Writing $   1,260 7%
Affiliate income $     540 3%

Let’s say in 2015 you’d like to make $22,000. Keep your percentages the same. Here’s your new chart:

2015 revenue: $22,000
Client Research 80%
Speaking 10%
Writing 7%
Affiliate income 3%

To find your new target revenue take $22,000 and times it by the percentage (.80, .10, .07 and .03). So in the case of client research $22,000 times .80 will equal $17,600. That’s a $3,200 increase from 2014. Work your way through the chart to determine your projected revenue for the other revenue streams. The chart will look like this in the end:

2015 revenue: $22,000
Client Research $17,600 80%
Speaking $   2,200 10%
Writing $   1,540 7%
Affiliate income $     660 3%

This is great because you now have a concrete dollar figure to work toward. These are your revenue goals for 2015. But it’s not as simple as that, is it? In order to achieve the new revenue target for 2015 we’ll have to have a plan to help you achieve this goal. We’ll work on that in the next blog post!

 

Photo: by Beverley Goodwin/creative commons

TGP 36 – Harold Henderson on Writing

Featured Guest

Harold Henderson, CG

Harold Henderson,CG(sm) has been a professional writer since 1979, a professional genealogist since 2009, and a board-certified genealogist since June 2012. He lives and works in northwest Indiana and at midwestroots.net, with a focus on northern Indiana, southwestern Michigan, and northeastern Illinois (plus feeder states including Ohio, Harold Henderson on the Genealogy Professional podcastPennsylvania, and New York).

He serves as a board member of the Association of Professional Genealogists where he chairs the APG Quarterly advisory committee. He moderates the on-line Transitional Genealogists Forum.

He is the author of Finding Ancestors in Fort Wayne and In Court In LaPorte, an every-name index to the earliest (1830s) court records of La Porte County, Indiana. He has published articles in American Ancestors Journal (annual supplement to the New England Historical and Genealogical Register), the National Genealogical Society Quarterly, the New York Genealogical and Biographical Record, the APG Quarterly, Archives.com’s late lamented expert series, and state publications in Indiana, Illinois, Wisconsin, Ohio, and Pennsylvania. He blogs at http://midwesternmicrohistory.blogspot.com. At any given time he would probably rather be reading a grantor index.

Contact Links

Harold Henderson on Twitter – @Midwest Roots

Harold Henderson on Google+

Midwestern Microhistory: A Genealogy Blog

Midwest Roots website

Other Links

Midwestern Microhistory: A Genealogy Blog article: “What I would have liked to know as a newbie

One Action Genealogists Can Take Right Now

Join APG, do the Pro-Gen Study Group, and do a gut check to see how much you love doing genealogy for other people

Recommended Book

Reconstruction: America’s Unfinished Revolution, 1863-1877 by Eric Foner

American Colonies: The Settling of North America, Vol. 1 by Alan Taylor

The Birth of the Republic, 1763-89, Fourth Edition by Edmund Morgan

Applied Genealogy by Eugene Aubrey Stratton

North Carolina Research: Genealogy and Local History by Helen Leary

Mastering Genealogical Proof by Dr. Thomas W. Jones

Productivity Tool

“The important application is the application of  the seat of the pants to the seat of the chair”

Advice

When you write, either write in the creative mode and just do it and get it on paper and then write in the editorial mode where you are thinking about grammar and sentence structure. Do them both but do them separately. Don’t give yourself writer’s block.

Action Item

We need to get better as genealogists at giving and receiving feedback. This will make us better genealogists because it will teach us to correct our mistakes and to strive to do better work.

ACTION:

Pair off with another genealogist – whether it is someone from Facebook, your local genealogical society or local library. Write up some up your genealogy according to the BCG Genealogical Standards Manual. Share your genealogy with the other person. Review what your partner has given you and then provide feedback. First, let your partner know what they have done right and then give them suggestions for how they can improve. Just going through this exercise will make you a better genealogist because you will be more comfortable sharing your work with another person. Good luck!

Direct link to this post: http://www.thegenealogyprofessional.com/harold-henderson

Last chance to sign up this January Workshop! Two dates available.

Click the images for more details.

iSetting Business & Marketing Goals 2015 Workshop Setting Business & Marketing Goals 2015 Workshop
Friday, January 23, 2015 Saturday, January 23, 2015

 

 

Harold Henderson on the Genealogy Professional podcast / http://www.thegenealogyprofessional.com/harold-henderson/

 

 

Will You Make Enough Money in 2015?

dollars and cents

Genealogy professionals can be a little squeamish about money. We would prefer to think about research and clients. But we need to think about money if we are going to accomplish our goals. So you want to go to that national conference in the spring? You won’t be able to do it unless you have the funds to pay for all the expenses.

Let’s take a moment to think about what we are going to earn this year. You know what you earned last year. What would you like to earn in 2015?

If you have a set hourly rate then take that annual figure and divide it by your hourly rate. So if you’d like to earn $20,000 and your hourly rate is $35 then the number of project hours you need to work to achieve that in 2015 is 572 hours. That seems like a scary number doesn’t it?!!

Let’s make it more manageable. Take that 572 hours and divide by 12 months.  Rounded up that comes out to 48 hours per month.  That seems a lot more manageable, doesn’t it?

Let’s break it down even further. Take the same 572 hours and divide by 50 for the number of weeks  you will work (We’ll give you two weeks vacation. You’ll need to adjust the number if you’re taking more time off). That comes out to 12 hours per week. Is this a realistic number to strive for? This is realistic even for part-time genealogy professionals.  Keep in mind that everything you do is not covered by your billable hourly rate. There are still many tasks that you do that are not billable such as marketing, accounting, networking, business development and educational development.

Try this activity for your own business. Project the annual revenue that you would like to earn. Try to make it a bit more than you earned last year so that you can push yourself. Then calculate it out as shown above. When you get the billable hours you need to work, ask yourself if it is reasonable and manageable for you. If not, adjust up or down as needed.

TGP 35 – Pat Richley-Erickson aka Dear Myrtle

Featured Guest

Pat Richley-Erickson aka Dear Myrtle

DearMYRTLE is the nom de plume of Pat Richley-Erickson, author of the award-winning DearMYRTLE Genealogy Blog, consistently among the top 5 family history blogs Dear Myrtle on the Genealogy Professional podcastinternationally, where her focus is on beginning genealogy topics.

A speaker at regional and national conferences including several livestreamed videocasts at RootsTech2011, 2012 and 2013, Ol’ Myrt and her team presented two G+ Hangout on Air workshops at RootsTech 2014 where she will again serve as an Official RootsTech Blogger.

DearMYRTLE is a co-founder of the Genea-Quilters group on Facebook, and founder of www.GeneaWebinars.com, a centralized calendar and blog for all known genealogy webinar hosts and virtual presenters. Have fun watching Myrt LIVE on “Mondays with Myrt” on DearMYRTLE’s YouTube Channel and Google+ Community.

Online since 1985 in membership development with Q-Link’s Your Family Tree and later on the leadership team of AOL’s Golden Gate Genealogy Forum, Pat is a retired post-secondary computer instructor.  She and her husband live in Salt Lake City, Utah, just a stone’s throw from the Family History Library.

Contact LinksDear Myrtle on the Genealogy Professional podcast

Dear Myrtle Group on Facebook

Dear Myrtle on Twitter – @DearMyrtle

Dear Myrtle on Google+

Dear Myrtle Google+ Community

Dear Myrtle YouTube Channel

Dear Myrtle Website

Other Links

 GeneaWebinars

One Action Genealogists Can Take Right Now

Take up hang gliding. In other words, do something completely different, not involving genealogy and use the other side of your brain.

Recommended Book

Seth Godin’s blog

Facebook: Technology for Genealogy group

Anything Elizabeth Shown Mills:  www.EvidenceExplained.com

Mastering Genealogical Proof by Dr. Thomas W. Jones

Productivity Tool

Cozi – a calendar sharing app

Advice

Be yourself. Don’t try to be anyone else. Figure out what is comfortable for you. That is your niche.

Action Item

Dear Myrtle is all about exploring technology and trying new things that will help us learn to do better genealogy and to find tools to help us do it easier. With that in mind let’s make it our goal to try something different this week.

ACTION:

For those of you who have never tried Google+ before your task is to head over to Google+ and to set up an account.  If you already have a gmail account then this will happen with the click of a button. If you don’t have a gmail account then you will need to get one to have a Google+ account (you don’t actually have to use it for email).

Once you are on Google+ then put Dear Myrtle and myself in a “circle” (ie follow us).  Search for your genealogy colleagues and friends and add them to a circle as well. Next, head over to the Dear Myrtle Community and see what that is all about.  Top it off by participating in a Hangout on Air such as Monday’s with Myrt. Google+ is a tremendous resource for genealogy professionals. You’re missing out if you’re not taking advantage of it. At least take the time to see what it’s all about.

Direct link to this post: http://www.thegenealogyprofessional.com/dear-myrtle

Don’t Miss this January Workshop! Two dates available.

Click the images for more details.

iSetting Business & Marketing Goals 2015 Workshop Setting Business & Marketing Goals 2015 Workshop
Friday, January 23, 2015 Saturday, January 23, 2015

Dear Myrtle on the Genealogy Professional podcast

 

 

TGP 34 – Ursula Krause of Rootseekers

Featured Guest

Ursula Krause

Raised in the tradition of story telling, a custom which has been cultivated in her family for centuries, Ursula Krause began to become interested in the history of her ancestors as a child.

Ursula Krause on the Genealogy Professional podcast
photo by Matthew White

Influenced by the emigration of her great-great-great-grandfather and her own long stays in the USA and Sweden, she has intensely studied and investigated the subject of emigration. As a result, she put the story of her family to paper, as seen from a socio-historical and psychological perspective.

Little by little she began to research and document the stories of other emigrant families. They are stories that give descendants and family members a picture of the country where their roots lie.

Ursula is based in Berlin, Germany and is the owner of Rootseekers, a business that recreates ancestral stories for people of German descent.

Contact Links

Facebook – Rootseekers

Twitter – Ursula Krause @Rootseekers

Rootseekers Website

Other Links

Article featuring Ursula Krause in RecordClick: “Genealogy Storytelling and Story Writing – Once Upon a Time in Germany. . .

Article on Historical Maps

Article: An Underestimated Village Chronicle

The Upside Down Book website

One Action Genealogists Can Take Right Now

You will know when the time is right to start your business. It will come to you.

Recommended Book

German-English Genealogical Dictionary by Ernest Thode

Productivity Tool

Excel Spreadsheets

Advice

Focus on tracking statistics of where your customers come from.”

Action Item

It’s the New Year! We need to stop and take a moment think about our goals for 2015 and come up with a plan to achieve them.

ACTION:

This week’s action item is simple. Write down your goals for 2015.  Don’t leave them in your head! Write them down and post them on the wall near your computer or where ever you spend most of your time. Look at your goals each day, figure out how you are going to achieve them, and work toward them a little bit every day.

Direct link to this post: http://www.thegenealogyprofessional.com/ursula-krause

Two Workshops Coming up in January!

Click the images for more details.

iSetting Business & Marketing Goals 2015 Workshop Setting Business & Marketing Goals 2015 Workshop
Friday, January 23, 2015 Saturday, January 23, 2015

 

Ursula Krause on the Genealogy Professional podcast

Workshop Registration Now Open

  Workshop Registration is now Open!!

Friday Registration

Saturday Registration

Want to push your business to the next level in 2015? Start the year right by attending this Goal Setting workshop.

The 3 hour online workshop will take a look at how you did in 2014, what you would like to change for 2015 and then help you achieve it by setting goals and putting systems into place to help you achieve those goals.

The purpose of the workshop will be to:

  • help you define what your goals should be and set specific and realistic goals
  • determine ways to help you quantify the success of your goals
  • create several marketing campaign plans to help you implement your goals
  • devise strategies to keep you focused and on target
  • break you of habits or practices that are hurting your business

We will specifically discuss tools that will help you achieve your goals such as social media, newsletters, websites, networking etc. You will leave with plans and strategies that will work with your specific business.

Goals can be financial, a set number of projects, clients, published articles, speaking engagements or something else related to your business. They should be quantifiable. The workshop will be interactive and will use real examples from the participants. While brainstorming and sharing will be encouraged we will not ask you to share anything that makes you uncomfortable or ask you to share financial information.

The specific date and time of the workshop will be determined by the location (time zone) and schedule of the registrants. It could be a weekday morning, weekday evening or Saturday morning. The targeted time frame is the week of December 8-13, 2014.

Please Note: There will be considerable prep work for this workshop. You can anticipate 2-3 hours of activities you will have to complete before attending the workshop. This will allow us to maximize our time together to your greatest benefit.

Business and Marketing Goal Setting 2015 WorkshopDETAILS

Participants limited to 15 per workshop.

Price $39

Dates:

Friday, 12 December 2014 – 11am- 2pm Eastern Standard Time (New York) / 8am-11am Pacific Standard Time
or
Saturday, 13 December 2014 – 11am- 2pm Eastern Standard Time (New York) / 8am-11am Pacific Standard Time

Format: GoToWebinar or Hangout on Air (HOA)

 

Workshop: Setting Business and Marketing Goals for 2015

TGP-Workshop--ProductImage300Want to push your business to the next level in 2015? Start the year right by attending this Goal Setting workshop.

The 3 hour online workshop will take a look at how you did in 2014, what you would like to change for 2015 and then help you achieve it by setting goals and putting systems into place to help you achieve those goals.

 

The purpose of the workshop will be to:

  • help you define what your goals should be and set specific and realistic goals
  • determine ways to help you quantify the success of your goals
  • create several marketing campaign plans to help you implement your goals
  • devise strategies to keep you focused and on target
  • break you of habits or practices that are hurting your business

We will specifically discuss tools that will help you achieve your goals such as social media, newsletters, websites, networking etc. You will leave with plans and strategies that will work with your specific business.

Goals can be financial, a set number of projects, clients, published articles, speaking engagements or something else related to your business. They should be quantifiable. The workshop will be interactive and will use real examples from the participants. While brainstorming and sharing will be encouraged we will not ask you to share anything that makes you uncomfortable or ask you to share financial information.

The specific date and time of the workshop will be determined by the location (time zone) and schedule of the registrants. It could be a weekday morning, weekday evening or Saturday morning. The targeted time frame is the week of December 8-13, 2014.

Please note: There will be considerable prep work for this workshop. You can anticipate 2-3 hours of activities you will have to complete before attending the workshop. This will allow us to maximize our time together to your greatest benefit.

DETAILS

Participants limited to 15 per workshop.

Price $39

Dates:

Friday, 12 December 2014 – 11am- 2pm Eastern Standard Time (New York) / 8am-11am Pacific Standard Time
or
Saturday, 13 December 2014 – 11am- 2pm Eastern Standard Time (New York) / 8am-11am Pacific Standard Time

Format: GoToWebinar or Hangout on Air (HOA)

Pre-registration is currently taking place those who expressed interest early. Registration will be open to the public Saturday, 6 December 2014 at 7pm EST.

TGP 33 – Cyndi Ingle of Cyndi’s List

Featured Guest

Cyndi Ingle

Cyndi is the creator, owner and “webmaster” of the award-winning web site Cyndi’s List of Genealogy Sites on the Internet, www.CyndisList.com, a categorized index to more than 330,000 online resources. In its first three years, Cyndi’s List was three times voted the best genealogy site on the World Wide Web. It helps millions of visitors worldwide each month and has been featured in the media and diverse publications, including ABC News, NBC Cyndi Ingle on The Genealogy Professional PodcastNews, USA Today, Time, Newsweek, Parade Magazine, Wired, Family Tree Magazine, Family Chronicle, and Internet Genealogy magazines. Cyndi has been interviewed for many television and radio broadcasts including ABC News, NBC News, the BBC, and National Public Radio. She has also participated in the Ancestors II television series on PBS.

Cyndi, a genealogist for more than 34 years, is a past-member of the board of directors for the National Genealogical Society. Cyndi is an internationally known guest lecturer for various genealogical society meetings and seminars (http://www.CyndisList.com/speaking-calendar/). She has lectured for the Salt Lake Institute of Genealogy, GENTECH, Brigham Young University, the Federation of Genealogical Societies, the National Genealogical Society, the Washington Library Association, the Florida Library Association, the American Library Association and numerous local genealogical societies in the United States, Canada and the United Kingdom. Cyndi has authored numerous articles and three books.

Before her life on the Internet, Cyndi worked as an international banker specializing in foreign exchange and computer networks. Cyndi, her son, Evan, and three Boston Terriers live in Edgewood, Washington.

Contact Links

Facebook – Cyndi’s List

Twitter – https://twitter.com/CyndisList @CyndisList

Google+ – Cyndi’s List

Cyndi’s List

One Action Genealogists Can Take Right Now

Sign up for conferences and seminars. Take care of education always.

Recommended Book

 Professional Genealogy edited by Elizabeth Shown Mills

Mastering Genealogical Proof by Dr. Thomas W. Jones

Productivity Tool

Evernote – Organizational Software

Advice

Know your audience, understand who it is you are trying to reach,  and focus on your content and I think if you do that rather than focusing on the business and marketing end of it I think you’ll be a lot more successful.

Action Item

Take Cyndi’s lead and cut down on the number of emails received in your inbox by answering the most often repeated questions on your website.

ACTION:

Think about the common questions that you are asked that are often repeated. These can relate to your contracts, billing, project focus, expertise or anything related to your business. Make a FAQ (Frequently Asked Questions) section on your website and watch those repeated questions disappear from your inbox!

Webinar Available

Targeting and Finding New Genealogy Clients webinar with Marian Pierre-LouisThe webinar “Targeting and Finding New Genealogy Clients” is now available for download. More information about that is available here.

Direct Link to this post:

http://www.TheGenealogyProfessional.com/cyndi-ingle