The Consultant Planner tool has long been a FamilySearch staple for consultants, helping them work with others to plan and do family history. The Family History Guide website has had a section in its Trainers menu, offering tips on how to integrate the Consultant Planner tool with The Family History Guide.

As you are likely aware, there is a new version of the tool on the FamilySearch site, now called Helper Resources. It offers a broader range of help with an updated flow of pages. The Family History Guide has updated its Train Consultants page with new guidelines for the Helper Resources. These two tools—FamilySearch Helper Resources and The Family History Guide—fit together nicely in their objectives and approaches.

Below is the new content in The Family History Guide for “How to Integrate The Family History Guide with the Helper Resources.” Be sure to check out the entire Training Consultants page in The Family History Guide for additional tips.

How to Integrate The Family History Guide with the Helper Resources

Note : The Family History Guide does not replace the Helper Resources, but it can help you significantly in the planning and tracking progress as you work with individuals and families.

To get started, go to the Personalized Family History Experience page. Tips for using The Family History Guide for each category on the page are listed below.

Discover Interests

See the Get Started and the 15 Minutes pages. These offer many suggestions for finding aspects of family history that will be interesting and meaningful to the person(s) you are helping.

Family History Activities

See the Activities pages for Families, Individuals, Youth, and the Kids Corner. Each of these pages also has activities designed for Latter-day Saints. You can find an index to all the activities here.

Finding Temple Opportunities

In the Faiths menu, open The Church of Jesus Christ page. Explore Goal 1 for temple icons and policies; Goal 2 for temple opportunities; Goal 3 for finding temple names with descendancy research; and Goal 4 for additional tools and resources.

Memories

See FamilySearch Project 2. There are 12 Goals to help with everything from gathering records to interviewing to recording and uploading memories.

Historical Records

See FamilySearch Project 1, Goal 8 (Add Sources) and Goal 9 (Record Hints). Also explore Project 4, Goal 4 (Searches) and Goal 5 (Research Tools). There are also many QUIKLinks on the various Country pages to help you find records quickly and easily.

Preparing Personalized Family History Experiences

Use the Online Tracker or Word Tracker to record and follow up with progress on selected Goals and Choices.

Delivering Personalized Family History Experiences

In the Trainers menu, review the Families, Individuals, and Beginners pages for tips and guidelines on working with others in a variety of family history settings.

Personalized Experiences in Group Settings

In the Trainers menu, review the Groups page for ideas on presenting family history concepts in classes and gatherings. Also explore the Course Catalog for suggestions on using The Family History Guide to teach or mentor others more easily.

Helps for Helpers

This links to the How to Use the Planner page on FamilySearch. You can review Goals and Choices in The Family History Guide that you and the learner can use together, such as lessons plans. Notes can be recorded and shared using the Online Tracker.