A thoughtful tool for tracking outreach, preserving connections, and nurturing collaboration.
This fillable log is designed to help manage correspondence with clarity and care. Whether you're reaching out to relatives, archives, or research partners, this resource keeps every interaction organised, documented, and easy to follow up.
Inside, you’ll find:
Contact & Outreach Table to record names, organisations, methods, and outcomes
Follow-Up Strategy section to prioritise next steps and delegate tasks
Communication Templates for email, phone, and letter outreach
Organisation Tips to streamline digital and printed logs
Review & Update Schedule to keep your correspondence fresh and effective
This log supports respectful engagement and builds a reliable record of your genealogical conversations. It’s a gentle companion for those who value connection, clarity, and continuity in their research journey.
Step-by-Step Instructions
Download the Form
Click the download link provided.
Save the file to a location you can easily find (e.g., Desktop or Downloads folder).
Open the Form
Double-click the file to open it.
This fillable form is in Word format.
Fill in the Fields
Click into any highlighted or blank field to begin typing.
Use the Tab key to move between fields quickly.
Save Your Responses
Once complete, go to File > Save As and rename your file if needed.
This ensures your responses are saved and easy to locate later.
Optional: Print
You can print a copy for your records.
A thoughtful tool for tracking outreach, preserving connections, and nurturing collaboration.
This fillable log is designed to help manage correspondence with clarity and care. Whether you're reaching out to relatives, archives, or research partners, this resource keeps every interaction organised, documented, and easy to follow up.
Inside, you’ll find:
Contact & Outreach Table to record names, organisations, methods, and outcomes
Follow-Up Strategy section to prioritise next steps and delegate tasks
Communication Templates for email, phone, and letter outreach
Organisation Tips to streamline digital and printed logs
Review & Update Schedule to keep your correspondence fresh and effective
This log supports respectful engagement and builds a reliable record of your genealogical conversations. It’s a gentle companion for those who value connection, clarity, and continuity in their research journey.
Step-by-Step Instructions
Download the Form
Click the download link provided.
Save the file to a location you can easily find (e.g., Desktop or Downloads folder).
Open the Form
Double-click the file to open it.
This fillable form is in Word format.
Fill in the Fields
Click into any highlighted or blank field to begin typing.
Use the Tab key to move between fields quickly.
Save Your Responses
Once complete, go to File > Save As and rename your file if needed.
This ensures your responses are saved and easy to locate later.
Optional: Print
You can print a copy for your records.
