Training Consultants

Help your Temple and Family History Consultants learn to assist others and answer questions.

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LDS Consultant Planner     Indexing for Consultants


Overview

You can help family history consultants achieve skills and competencies needed to assist family history center visitors with essential tasks. This training is usually divided into multiple sessions, according to your needs.

Be sure that each consultant is skilled and comfortable with navigating Family Tree before they begin helping others with family history. Project 1: Family Tree is ideal for that training.

Setup

Delivery

After a Course

After Series Completion ...

Success

With successful training, your consultants should:




The Consultant Planner and The Family History Guide


The Consultant Planner is a tool on LDS.org designed to help Temple and Family History Consultants set goals with individuals on family history and temple work. Consultants should be familiar and comfortable with navigating Family Tree (Project 1 in The Family History Guide) before using the Consultant Planner.

Note: The Family History Guide is an ideal way to help consultants prepare to use the Consultant Planner and its training template. This section describes how to do that.

The Family History Guide also helps with the Find, Take, Teach process that the Consultant Planner relies on.

To access the Consultant Planner,

  1. Sign in to FamilySearch.
  2. Click Get Help (upper right corner) and choose Help Others.
  3. Read the overview instructions at the top of the Consultant Planner page.
  4. Click Helping Others Love Family History.

Step 1: Prepare Spiritually

  1. Read and follow the instructions on the Prepare Spiritually page.
  2. In the appointment setting, work with the individual or family to choose a place that will best meet the needs of the learners. In most cases this will be the home of the family or individual, but it might also be a local church building, or family history center, or your home.
  3. If you are meeting with a family with younger children, consider sharing the Children's Page from The Family History Guide ahead of time with the parents, so the children can be involved in their own way in family history during the meeting.

Step 2: Discover Their Goals

  1. Watch the video, and then read and follow the instructions on the Discover Their Goals page.
  2. Once you discover the high-level goal(s) of the family or individual, make notes of which Projects, Goals, and Choices in The Family History Guide can support their goals. For example, Project 3: Descendants and the LDS page help with finding a name for the temple; Project 1: Family Tree and Project 4: Discover help with learning about ancestors; and Project 5: Indexing gets them started with indexing.

Step 3: Get Access to Their Family Tree

  1. Read and follow the instructions on the Get Access to Their Family Tree page.

Step 4: Prepare and Deliver a Personalized Lesson

  1. Watch the video, and then read and follow the instructions on the Prepare and Deliver a Personalized Lesson page.
  2. At the bottom of the screen, click Download the Template.
  3. Read the template instructions.
  4. In the "Family's goal" field, type the family or individual's goal, as selected in Step 2 above.
  5. In the "What to do in Family Tree" field, type the Goals and Choices from The Family History Guide that support the overall goal that was chosen. For a quick overview of Goals and Choices, see the Course Catalog.
  6. Save your changes to the template, and email it to the learners to prepare ahead of time, or print it to use in the lesson, or both.
  7. In the meeting with the learners, briefly introduce the website for The Family History Guide so the learners can find and use it after the lesson. Consider sharing the Tracker (Online or Word) to monitor ongoing progress with their goals.

If you cannot meet personally with a learner, consider using the Tracker for monitoring progress remotely. Also, you can share this Finding Form for Descendancy View that has instructions for working with learners on finding temple names.

Step 5: Point Them to the Temple

  1. Watch the video and read the instructions on the Prepare and Deliver a Personalized Lesson page.
  2. Help the learner prepare names for the temple by following the steps in Goals 5 and 6 in the LDS page of The Family History Guide.

Step 6: Find Others to Teach

  1. Watch the video, and then read and follow the instructions on the Find Others to Teach page.
  2. Share The Family History Guide with others, and put them in touch with consultants who can help them accomplish their goals.

Other Resources



Indexing for Consultants

Project 5: Indexing in The Family History Guide now offers a step-by-step learning approach for web indexing.

Here are a few FamilySearch resources to help Temple and Family History Consultants provide training on indexing.