The Consultant Planner
The features of the Consultant Planner are so fun that I highly recommend that everyone accesses for themselves then they can use it to help others. To find it go to the drop down arrow on the upper right of your Family Tree page where it says "Get Help". Select "Consultant Planner". The Web link is below (you will be required to sign in):
Consultant Planner
This is what you will see:
You will want to Invite yourself first by clicking on the blue "Invite Person" button and following the steps. (You can now use your stake directory to complete the steps.) You will have to accept the invite by going to your email. If it doesn't show up look in your junk/spam folder.
Now enjoy the wonderful features it provides for your tree. This is mine:
My Favorite Features:
1. The ability to evaluate someone's tree before you meet with them.
2. That the living people have been kept private so the Consultant can't see them.
3. Being able to see Recent Activity-reminds me to get busy in certain areas
4. That you can create a Lesson Plan.
5. In the Lesson Plan the first item is "Prepare Spiritually"
Recommendations:
1. Before you send an invite, talk to the individual or send an email explaining what you are doing and ask them to watch for the email. Follow up after sending the email to see if they received it. (I have had a hard time getting people to accept the invite so far.)
2. Pray before you evaluate a tree and when you make a lesson plan.
3. Pray when you have competed a lesson plan to make sure you are on the right track.
4. Ask the person you are going to meet with to pray for you as you prepare and for them to pray for themselves before you meet.
5. Start out your time together with prayer.
6. Plan a follow up session.
7. Show the people you meet with the features in the Consultant Planner and help them invite themselves. This could be your first session.
8. The recommended session time is one hour. To complete Find Take Teach 2 with a novice it will take an average of two hours. Plan accordingly.
9. Before you meet with an individual, run all the names you "pre"found for them through a "Find" search to see if they are already in the tree. (I learned this the hard way. After working with my novice husband for 2.5 hours, the individual I had run through a duplicate search, had duplicates. They didn't show up until after we added his wife and several children. The birth year was only 4 years off but FamilySearch couldn't find them. My husband just said, "You mean all of this was for nothing?" It was discouraging after all that work, but he was able to do the next one by himself so he did learn the process. I definitely don't want this to happen when I am working with a ward member!)
Links to WONDERFUL Kathryn Grant Webinars:
The "Teach" Part of Find-Take-Teach: Teaching Others Effectively - Kathryn Grant
The FamilySearch Consultant Planner For: Find, Take, Teach, and Beyond - Kathryn Grant
Note: She was mistaken that you can see information on living individuals through the Consultant Planner
James Tanner Blog on Family History Reports
Consultant Planner
This is what you will see:
You will want to Invite yourself first by clicking on the blue "Invite Person" button and following the steps. (You can now use your stake directory to complete the steps.) You will have to accept the invite by going to your email. If it doesn't show up look in your junk/spam folder.
Now enjoy the wonderful features it provides for your tree. This is mine:
My Favorite Features:
1. The ability to evaluate someone's tree before you meet with them.
2. That the living people have been kept private so the Consultant can't see them.
3. Being able to see Recent Activity-reminds me to get busy in certain areas
4. That you can create a Lesson Plan.
5. In the Lesson Plan the first item is "Prepare Spiritually"
Recommendations:
1. Before you send an invite, talk to the individual or send an email explaining what you are doing and ask them to watch for the email. Follow up after sending the email to see if they received it. (I have had a hard time getting people to accept the invite so far.)
2. Pray before you evaluate a tree and when you make a lesson plan.
3. Pray when you have competed a lesson plan to make sure you are on the right track.
4. Ask the person you are going to meet with to pray for you as you prepare and for them to pray for themselves before you meet.
5. Start out your time together with prayer.
6. Plan a follow up session.
7. Show the people you meet with the features in the Consultant Planner and help them invite themselves. This could be your first session.
8. The recommended session time is one hour. To complete Find Take Teach 2 with a novice it will take an average of two hours. Plan accordingly.
9. Before you meet with an individual, run all the names you "pre"found for them through a "Find" search to see if they are already in the tree. (I learned this the hard way. After working with my novice husband for 2.5 hours, the individual I had run through a duplicate search, had duplicates. They didn't show up until after we added his wife and several children. The birth year was only 4 years off but FamilySearch couldn't find them. My husband just said, "You mean all of this was for nothing?" It was discouraging after all that work, but he was able to do the next one by himself so he did learn the process. I definitely don't want this to happen when I am working with a ward member!)
Links to WONDERFUL Kathryn Grant Webinars:
The "Teach" Part of Find-Take-Teach: Teaching Others Effectively - Kathryn Grant
The FamilySearch Consultant Planner For: Find, Take, Teach, and Beyond - Kathryn Grant
Note: She was mistaken that you can see information on living individuals through the Consultant Planner
James Tanner Blog on Family History Reports
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