The National Institute for Genealogical Studies

LEADERS IN ONLINE GENEALOGY EDUCATION

The National Institute for Genealogical Studies - LEADERS IN ONLINE GENEALOGY EDUCATION

Genealogy in a Package

Tis the season for packages! We all love to receive packages and we open them with enthusiasm. However, some package contents are better than others. Have you been thinking about your genealogy wish list? Have you already drafted some 2023 research goals? You made your genealogy wish list and dropped several hints, but what did you receive? Slippers and socks are fun (usually), but how much better if your packages were genealogy-related? The International Institute of Genealogical Studies can make sure you have the best package with just the right courses for your 2023 Genealogy Education Plan. Turn your Christmas cash into valuable, skill-building opportunities with our online genealogy courses. 

You can choose any of our 225+ courses individually, or register for one of our specific course Packages listed below, but did you know that you can also create your own unique package specifically geared to your 2023 education goals? Choose 4, 7, 8, 10 or 13 courses and make your customized package with the exact courses needed for your own distinctive research project. Check out the details for all of our course Packages.

Course Packages
Course Package – 4 Courses 
Course Package – 7 Courses 
Course Package – 8 Courses 
Course Package – 10 Courses 
Course Package – 13 Courses

Special Genealogy Course Packages

DNA Research Packages
Our DNA and Genetic Genealogy program includes courses relevant to your understanding of DNA testing and how it can be used in your genealogical research. 
DNA and Genetic Genealogy Certificate – 15 Courses 

Skill-Building Package
The four courses included in this package will expand your research skills. The Skill-Building Package includes these 4 courses:
Genealogy Ethical Guidelines & Standards  
Skill-Building: Breaking Down Brick Walls  
Skill-Building: Evidence Analysis and Evaluation Using Case Studies  
Skill-Building: Nuts & Bolts of Reporting Research  

Business Skills Package

This package of 18 courses includes all the courses needed to give you a good understanding of how to start and manage a genealogical business, and examples of niche business opportunities available to genealogists.
Business Skills Package 

Professional Learning Certificates
At the heart of the International Institute of Genealogical Studies online education is our Certificate in Genealogical Studies program. Each certificate includes the study of specific topics and record groups relevant to certification. For all certificates, students are required to complete 40 courses, which includes specific compulsory courses and a choice of electives. 

The Methodology Package is at the core of all of the certificates. 

The Librarianship Certificate requires 12 compulsory courses. There is an option to combine the Librarianship Certificate with a country-specific certificate as the elective portion.

The Professional Development Certificate program will benefit those who wish to pursue a career in genealogy, create a genealogy business, or to augment their income potential by adding niche areas to their business plan. Skill-building courses are of high importance in this certificate to ensure quality results as a professional researcher. 

Country-Themed Certificates
American Records Certificate
Australian Records Certificate
Canadian Records Certificate 
Eastern European Records Certificate
English Records Certificate
German Records Certificate
Irish Records Certificate
Italian Records Certificate  
Scottish Records Certificate

Packages for Specific Themes
If you are interested in just a few of the country-specific courses, but not a full certificate, you can choose a smaller Packages of courses for the country of your choice, or a package for the records for these countries.

Lastly, be sure to check the complete list of online courses offered by the International Institute of Genealogical Studies, as there are several courses not included in the descriptions above that are eligible for custom packages. We hope that you will find the perfect package for your Genealogy Wish List… to sharpen your research skills, complete your family history projects, and accomplish your 2023 Genealogy Research Goals.
~~~~~~~~~~~~~~~~~~~~~ 
The International Institute of Genealogical Studies offers quality online education with over 225+ courses to choose from. Some of our courses are topic/country-specific, or provide insight into research methodology, while others are skill-building courses to maximize your research time. The beginning of a new month means another rotation of courses will start. Most courses feature 6 modules over an 8-week period, easily adapted to most busy schedules. Many courses have been bundled into Packages to provide discount options. Take a look at our Course Calendar and see which courses will accomplish your genealogical education goals. Register today! 
—————————————————- 
Visit our website for a complete list of online courses offered by the International Institute of Genealogical Studies. Check out our Course Calendar. List of Packages available.  
Follow us on Social Media: 
BlogFacebookTwitter, PinterestYouTube
*Note: Please be aware our social media accounts are monitored regularly, but NOT 24/7. If you have any questions, please contact the office directly. 

Contact information:
1 (800) 580-0165 ext. 1
Email: admin@GenealogicalStudies.com 
Website: www.GenealogicalStudies.com
Blog: blog.GenealogicalStudies.com

LEADERS IN ONLINE GENEALOGY EDUCATION since 1997

Professional Development Combination Certificates

The National Institute for Genealogical Studies offers 225+ online courses which can be registered individually, but bundling your courses with our packages will give you a nice discount.

PROFESSIONAL DEVELOPMENT CERTIFICATE
This National Institute for Genealogical Studies program will benefit those who wish to pursue a career in genealogy, create a genealogy business, or to augment their income potential by adding niche areas to their business plan. Skill-building courses are of high importance in this certificate to ensure quality results as a professional researcher. 

Our Professional Development Certificate includes the following 32 compulsory courses, plus 8 elective courses of your choice:

Analysis and Skills Mentoring Program-Part 1 
Analysis and Skills Mentoring Program-Part 2 
Analysis and Skills Mentoring Program-Part 3  
Business Skills: Creating a Business
Business Skills: Business Administration
Business Skills: Establishing & Promoting Your Website
Business Skills: Marketing Your Services & Products

Business Skills: Career Development: Choosing a Niche – Part 1
Business Skills: Career Development: Choosing a Niche – Part 2

Creating Genealogy Programs for Adults & the Younger Generation 
Demystifying Culture & Folklore 
Forensic Genealogy  
Genealogy and Copyright Guidelines 
Genealogy Ethical Guidelines & Standards  
Genealogy Society Creation & Management 
Genetics & Medical Family History 
Lecturing Skills Including Preparation 
Methodology – Part 3: More Strategies 
Methodology – Part 4: Effective Searching and Recording 
Methodology – Part 5: How to Prove It 
Methodology – Part 6: Professional Preparation and Practice 
Organizing a One-Name Study  
Organizing a One-Place Study  
Palaeography: Reading & Understanding Historical Documents 
Personal Historian: Telling the Stories
Photography: Clues Pictures Hold, Editing, Digitizing and Various Projects 
Research: House & Farm Histories 
Skill-Building: Breaking Down Brick Walls  
Skill-Building: Evidence Analysis and Evaluation Using Case Studies  
Skill-Building: Nuts & Bolts of Reporting Research  
Skills: Transcribing, Abstracting & Extracting 
Writing for Genealogy: Articles, Blogs, Research Reports and so much more  

ADDITIONAL COMBINATION CERTIFICATES 
Did you know that the Professional Development Certificate can be combined with another certificate? By using the compulsory courses from other certificates, you can easily fulfill the elective requirements and it will result in the completion of two certificates at once.

American and Professional Development Certificate – 40 Courses 
Australian and Professional Development Certificate – 46 Courses 
Canadian and Professional Development Certificate – 51 Courses 
DNA and Professional Development Certificate – 41 Courses
Eastern European and Professional Development Certificate – 46 Courses 
English and Professional Development Certificate – 48 Courses 
German and Professional Development Certificate – 46 Courses 
Irish and Professional Development Certificate – 49 Courses 

Additional Course Packages
At any time, you can customize your own package of courses. This is especially helpful if you have already completed some of the Professional Development courses. Register for the balance of the courses needed to complete your desired certificate or complete additional certificates.

Course Package – 4 Courses 
Course Package – 7 Courses 
Course Package – 8 Courses 
Course Package – 10 Courses 
Course Package – 13 Courses

Take advantage of these Professional Development combination certificate options or customize your own package. Register today! 
—————————————————- 
Visit our website for a complete list of online courses offered by The National Institute for Genealogical Studies. Check our Course Calendar here. List of Packages available here.
Follow us on Social Media: BlogFacebookTwitter, Pinterest
*Note: Please be aware our social media accounts are monitored regularly, but NOT 24/7. If you have any questions, please contact the office directly. 

Contact information:
1 (800) 580-0165 ext. 1
Email: admin@GenealogicalStudies.com 
Website: www.GenealogicalStudies.com
Blog: blog.GenealogicalStudies.com

LEADERS IN ONLINE GENEALOGY EDUCATION since 1997 

Research A-Z ~ Business Skills

As we continue to highlight some of the 225+ genealogy and research courses offered at The National Institute for Genealogical Studies, with a wide variety of themes and topics to choose from, we will look at one of our most popular focuses: Business.

B is for BUSINESS 

This is a popular theme for our students. Many have been researching their family histories for several years, and they have a desire to make it their full-time occupation, or even a second career. We have the tools you need to put your business plan into action. You can start by reviewing the following package.

Business Skills Package

This package includes all courses needed to give students a good understanding of how to start and manage a genealogical business, and what niche business opportunities are available to genealogists. It starts with exploring the core business courses for setting up your business, and continues with the skills necessary to grow your business by offering various services to your clients.

More details can be found in this Blog Post: Business Skills Courses.

Want to go further? All of the courses in the Business Skills Package (18 courses) are included in our Professional Development Certificate Program (40 courses). Graduates will earn a Professional Learning Certificate for Genealogical Studies (PLCGS).

Research A-Z

Is your passion for genealogy motivating you to pursue a genealogical-related business? There are many opportunities to put your research experience to work. The possibilities are endless. Maybe turning what you love to do into a business will fulfill a lifetime dream. It is not an impossible dream! 

Need to discuss your options further? Call our office at 1-800-580-0165, and talk to someone who can help you to create your genealogical educational plan to accomplish your goals.
~~~~~~~~~~~~~~~~~~~~~ 
The National Institute for Genealogical Studies offers quality online education with over 225+ courses to choose from. Some of our courses are topic/country-specific, or provide insight into research methodology, while others are skill-building courses to maximize your research time. The first Monday of a new month means another rotation of courses will start. Most courses feature 6 modules over an 8-week period, easily adapted to most busy schedules. Many courses have been bundled into packages to provide discount options. Take a look at our course calendar and see which courses will accomplish your genealogical education goals. Register today! 
—————————————————- 
Visit our website for a complete list of online courses offered by The National Institute for Genealogical Studies. Check our Course Calendar here. List of Packages available here.
Follow us on Social Media: BlogFacebookTwitter, Pinterest
*Note: Please be aware our social media accounts are monitored regularly, but NOT 24/7. If you have any questions, please contact the office directly. 

Contact information:
1 (800) 580-0165
Email: admin@GenealogicalStudies.com 
Website: www.GenealogicalStudies.com
Blog: blog.GenealogicalStudies.com

LEADERS IN ONLINE GENEALOGY EDUCATION since 1997 

Our Recent Professional Development Graduate

Our Final post for Congratulations to Our Recent Graduates 
**Please see previous blog post with a Message from The National Institute for Genealogical Studies to all recent graduates. 

What an impressive achievement! It took a lot of hard work, patience, and determination to reach your goal. It is time to celebrate the success of all our recent graduate. We are so very proud of you. 

Introducing our Graduate of the Professional Development Certificate between June 2019 and October 2021.

PROFESSIONAL DEVELOPMENT CERTIFICATE
Lynn Reesor, PLCGS

Warmest congratulations to our graduate, Lynn… 

Louise St Denis and our team at The National Institute for Genealogical Studies 
~~~~~~~~~~~~~~~ 
Our Graduate has completed all requirements for our Professional Development Certificate, which includes the following compulsory Professional Development courses: 

Basic Level
Business Skills: Business Administration
Business Skills: Career Development: Choosing a Niche-Part 1
Business Skills: Career Development: Choosing a Niche-Part 2
Business Skills: Creating a Business
Business Skills: Establishing & Promoting Your Website
Business Skills: Marketing Your Services & Products
Skill-Building: Breaking Down Brick Walls  

Intermediate Level
Creating Genealogy Programs for Adults & the Younger Generation
Demystifying Culture & Folklore
Forensic Genealogy
Genealogy Society Creation & Management
Lecturing Skills Including Preparation 
Organising a One-Name Study
Organising a One-Place Study 
Personal Historian: Telling the Stories
Photography: Clues Pictures Hold, Editing, Digitizing and Various Projects
Research: House & Farm Histories 
Skill-Building: Evidence Analysis and Evaluation Using Case Studies  
Skill-Building: Nuts & Bolts of Reporting Research  
Writing for Genealogy: Articles, Blogs, Research Reports and so much more

Advanced Level
Genealogy Ethical Guidelines & Standards  

~~~~~~~~~~~~~~~ 
To recognize all of our graduates throughout the years, please go to our website at www.genealogicalstudies.com, click on the menu item INSTITUTE, and then GRADUATES. Be patient, the list is long and therefore takes time to display. 

For a full list of Certificates from The National Institute for Genealogical Studies, please visit our website.
—————————————————-
Visit our website for a complete list of online courses offered by The National Institute for Genealogical Studies. Check our Course Calendar here
Follow us on Social Media: BlogFacebookTwitter, Pinterest
*Note: Please be aware our social media accounts are monitored regularly, but NOT 24/7. If you have any questions, please contact the office directly. 

Contact information:
1 (800) 580-0165
Email: admin@GenealogicalStudies.com 
Website: www.GenealogicalStudies.com
Blog: blog.GenealogicalStudies.com

LEADERS IN ONLINE GENEALOGY EDUCATION since 1997

Business Skills Courses

Are you interested in developing Business Skills to take your genealogical research to the next level? The National Institute for Genealogical Studies offers a Business Skills Package that includes 18 courses to give students a good understanding of how to start and manage a genealogical business.

Business Skills Courses – The Foundation – 4 courses
Business Skills: Creating a Business
Business Skills: Business Administration
Business Skills: Establishing & Promoting Your Website
Business Skills: Marketing Your Services & Products

These four courses form the basic foundation to increase the skills needed for a successful business. The step-by-step process ensures you have covered all the requirements. From set up, to day-to-day management, to finding your online distinction, to letting the world know of your existence, your mandatory business practices will be covered.

Business Skills Courses – Finding Your Niche – 2 courses
Business Skills: Career Development: Choosing a Niche – Part 1
Business Skills: Career Development: Choosing a Niche – Part 2

An integral part of your Career Development involves Choosing a Niche. These two courses feature excellent suggestions for possible business opportunities available to genealogists. Course materials and assignments allow you to examine the requirements relating to a variety of research themes. After analyzing these results, you will easily see how you can draw from your own unique skill set to enhance your genealogical research strategies for your clients.

Business Skills Package – Researcher Essentials – 12 additional courses
Creating Genealogy Programs for Adults & the Younger Generation
Demystifying Culture & Folklore
Forensic Genealogy
Genealogy Society Creation & Management
Lecturing Skills Including Preparation 
Organising a One-Name Study
Organising a One-Place Study
Personal Historian: Telling the Stories
Photography: Clues Pictures Hold, Editing, Digitizing and Various Projects
Research: House & Farm Histories
Writing for Genealogy: Articles, Blogs, Research Reports and so much more 
Plus add one elective course of your choice.

The remaining twelve courses in the Business Skills Package each focuses on a specific aspect of research or expertise applicable to many genealogists. Some of these subjects will expand on topics that were suggested in the two Niche courses. Whether taken individually or as part of this package, these in-depth courses instruct students in the prerequisites required to enter each area of a particular field with a genealogical emphasis. Genealogists currently have countless career options beyond simply completing client research projects. Explore your options as you investigate to see which program will suit your needs as you develop your career as a genealogist.

Please Note: All of the Business Skills Package (18 courses) are included in our Professional Development Certificate (40 courses)

Check our Course Calendar for when these courses are scheduled to begin and register today!

Full List of Packages: https://bit.ly/2UGn8WP

Complete List of Courses: http://bit.ly/32n1JoX

Contact information:
1 (800) 580-0165
Email: admin@GenealogicalStudies.com
Website: www.GenealogicalStudies.com
Blog: blog.GenealogicalStudies.com

LEADERS IN ONLINE GENEALOGY EDUCATION

Clients

Client Management 

When you first started your genealogy business, you perhaps did a few projects for family members to get some experience and work out the details of your offerings and fees.  At some point, you began actively marketing to obtain new clients.  Depending on how long you have been in business, you probably now have had some experience with actual, paying clients.  

 

via Canva.com

Client Correspondence 

Although researching, writing, editing can be done alone, much of the work a genealogist does involves communicating with clients on an ongoing basis. These communications include but are not limited to: 

  • making appointments 
  • discussing projects 
  • conducting interviews 
  • negotiating a change in the project scope  
  • asking for fee payments 
  • soliciting feedback 

Every interaction with a client can affect the business relationship.  A positive interaction can enhance the relationship and might even help to smooth over a difficulty or repair a problem.  A negative interaction can do all sorts of damage.  

Technology has brought us many new ways of communication.  Email, texting, and social media have become the go-to forms of connecting and exchanging information.  However, there are not without their drawbacks. First of all, not everyone uses all forms of communication equally well. 

In a way, an invoice is also a form of client communication, by which I mean communication between you and the client.  You are communicating with the client about what work has been completed and what fee is owed.  Take advantage of the fact that there can also be room on the invoice for a comment, such as “Thank you for this opportunity to be of service” or “Enjoy your family tree!” 

To succeed in business, part of your ongoing administration should focus on client management and client relations. With our Business Skills: Business Administration”  course you’ll find the tools needed to effectively work with clients.   

Project Proposals

 Client Proposals  

Many genealogy researchers charge for their services on an hourly basis.  This is simple to administer and easy for the client to understand.  However, some clients are uncomfortable with an open-ended expense.  One way to deal with this is to tell the client an upfront estimate of the number of hours expected for a given project.  As an alternative, some genealogists simple quote their clients a flat fee, which is fine as long as the anticipated work fits with the project quoted in the fee schedule.  

via Canva.com

The proposal you present to the client does not have to state all the details of how you will accomplish the work.  Focus on what is important to the client – what they will get as an end product and what it will cost them.  If you do create proposals, review them periodically to see how effective they are.  Be honest with yourself.  

Review your past proposals to see what has worked best and identify what areas may need more work on your part.  One way to find out how accurate your time-based proposals are is to keep a log of the time you spend on each project.    

By taking our, Business Skills: Business Administration” course you will come away with the tools needed to create effective proposals for you, your clients, and your business as a whole.  

Marketing

Marketing Management  

Constantly be on the lookout for great marketing strategies, even if the businesses are not within the realm of genealogy.  Some of the major elements of marketing are: 

  • Promotion/Displays 
  • Public Relations 
  • Pricing 
  • Newsletters/Surveys 
  • Advertising  
  • Networking  
  • Social Media 

Hopefully, your business plan includes a marketing plan.  But that is just a start.  As time goes on, it is important to re-evaluate your marketing strategies as part of your overall strategic planning process.  Depending on what sort of major business strategy you are planning, you may have to revise your marketing efforts.  You may decide as part of your strategic plan for the next five years to focus on a different target market than you had before.  You may decide to narrow down your target market on owners of family business.

via Canva.com

Whenever you initiate a marketing strategy, set up a document that describes the ad, event, promotion-whatever it is- along with what it cost you.  Then add to your document any results that you experience from this effort. 

In the course, Business Skills: Business Administration you will discover ways of managing the process of turning a prospect into a client while evaluating the success of your marketing management.  

Marketing and Sales Management

Sales Management 

Marketing goes hand in hand with sales, as it provides a way to get the word out about your services and products, and a way to attract prospective clients. In a small business, however, the owner is often the only salesperson, marketing director, and grunt, along with everything else!  

via Canva.com

Many small businesses lack a sales strategy. Periodically, you should review your sales strategy. Here is a list of some sales activities: 

  • identify prospects 
  • prioritize leads   
  • make sales calls 
  • close sales   
  • determine the average dollar size per sale 

Sales management means keeping track of these activities and how well you have done. Just like a budget, you should be projecting these figures and comparing them to actual results, ideally on a monthly basis. If you are not meeting your targets, look for reasons. Maybe you are not getting enough face-to-face meetings with prospects and need to learn to follow through on more leads.  

The lifeblood of any business is sales and sales management which is why we offer our Business Skills: Business Administration course to help you evaluate your sales strategies.   

Financial Matters and Your Genealogy Business

Your Genealogy Business

Tracking money is not just mindless busywork. It has a purpose. Keeping track of money as it flows in and out of your business is a process that is key to providing you with the necessary information on how your business is doing which leads to better decision making. Managing your financial resources will involve the following aspects of money management:

  • accounting/bookkeeping/budgeting
  • profit/loss
  • cash flow
  • tax reporting
  • break-even analysis
  • credit and collections

For a small sole proprietorship, weekly bookkeeping and periodic budgeting can be a simple process, and many small business owners do very well using just a spreadsheet to keep their financial records.

via Canva.com

Accounting reports are useful for reporting and planning purposes. The basic financial reports useful to an owner of a small genealogy business include:

  • Balance Sheets– This is a very basic look at your business ownership at a particular point in time, usually at the end of each month.
  • Profit/Loss Statement– This covers a specific period of time, such as one month, one quarter, or one year.
  • Budget– This serves as a guide for your activities.

If you have ever had a month – in business or even in your personal life – when you did not know where you would get the money to pay the bills, you have an understanding of what cash flow is. In a service business such as genealogy research, cash does not always flow smoothly. Genealogy research projects can take extended periods of time, sometimes six months or more.

Project Management 

A significant portion of your income may come from projects that you complete for your clients. In order to be adequately paid for your work, it is necessary to keep whatever records are necessary to enable you to invoice your clients. Depending on how you charge your clients, you may need to keep track of your time and/or expenses, or simply charge per project as you deliver them. When you complete the work, something should trigger you to issue an invoice.

Financial administration involves many aspects of managing money as it comes in and goes out of your business. Through the Business Skills: Business Administration course you will gain a better understanding of the financial matters in your business.

%d bloggers like this: