We’ve made it easy for you to build your Genealogist SOPs. Add the example SOPs to our SOPs template and then customise them to suit your specific systems & processes.
Need help setting up your Genealogist SOPs library? Speak to our team about our SOP starter templates that are tailored to your specific industry.
Creating Standard Operating Procedures for your Genealogist work can be difficult and take time. That’s why we’ve created these example Genealogist SOPs so you can jumpstart your SOP creation process. We want to help you set up your Research systems and processes by taking these sample SOPs and building out your own SOPs template library. By having all your Research procedures in one place, your team will have the information they need at all times. Let’s look at some Genealogist SOP examples.
1. SOP: Client Intake and Assessment
Purpose: This SOP outlines the process of onboarding new clients and assessing their genealogical research needs. It includes gathering relevant information such as client’s goals, available documents, and any previous research conducted. The purpose is to ensure a clear understanding of the client’s requirements and expectations.
Scope: Genealogist, administrative staff
References: None
2. SOP: Research Planning and Execution
Purpose: This SOP details the steps involved in planning and executing genealogical research. It includes creating a research plan, identifying relevant sources, conducting thorough research, and documenting findings. The purpose is to ensure a systematic and efficient approach to research, maximizing the chances of accurate and comprehensive results.
Scope: Genealogist
References: None
3. SOP: Source Evaluation and Citation
Purpose: This SOP provides guidelines for evaluating the reliability and relevance of genealogical sources. It includes assessing the credibility of sources, cross-referencing information, and properly citing sources in research reports. The purpose is to maintain the integrity of research and provide transparent documentation for future reference.
Scope: Genealogist
References: None
4. SOP: Data Organization and Management
Purpose: This SOP outlines the procedures for organizing and managing genealogical data. It includes creating a standardized filing system, digitizing and storing documents, and maintaining accurate and up-to-date records. The purpose is to ensure easy access to information, prevent data loss, and facilitate efficient retrieval for future research.
Scope: Genealogist, administrative staff
References: None
5. SOP: Client Communication and Reporting
Purpose: This SOP establishes guidelines for effective communication with clients and delivering research reports. It includes regular progress updates, addressing client inquiries, and presenting research findings in a clear and concise manner. The purpose is to maintain a professional relationship with clients, manage expectations, and provide comprehensive and understandable reports.
Scope: Genealogist, administrative staff
References: None
6. SOP: Ethical Considerations and Confidentiality
Purpose: This SOP outlines the ethical considerations and confidentiality requirements in genealogical research. It includes guidelines for handling sensitive information, obtaining consent, and respecting privacy rights. The purpose is to ensure compliance with ethical standards, protect client confidentiality, and maintain professional integrity.
Scope: Genealogist, administrative staff
References: None
7. SOP: Continuing Education and Professional Development
Purpose: This SOP establishes procedures for ongoing education and professional development in the field of genealogy. It includes attending conferences, workshops, and webinars, as well as staying updated with industry trends and advancements. The purpose is to enhance knowledge and skills, stay current with best practices, and provide high-quality services to clients.
Scope: Genealogist
References: None
8. SOP: Quality Assurance and Peer Review
Purpose: This SOP outlines the process of quality assurance and peer review in genealogical research. It includes conducting regular reviews of research methodologies, findings, and reports by a qualified peer. The purpose is to ensure accuracy, identify potential errors or omissions, and maintain the highest standards of research integrity.
Scope: Genealogist, peer reviewer
References: Research Planning and Execution, Source Evaluation and Citation
9. SOP: Project Closure and Archiving
Purpose: This SOP details the procedures for closing genealogical research projects and archiving relevant documents and data. It includes finalizing research reports, providing clients with project summaries, and securely storing physical and digital records. The purpose is to maintain organized project closure, facilitate future reference, and ensure compliance with data protection regulations.
Scope: Genealogist, administrative staff
References: Data Organization and Management
Looking for SOP templates for your Genealogist work? We’ve got you covered. You can build out your company SOPs using the sample SOP information above (added to our template) or our team can put together a starter SOPs template based on your Genealogist work. Get in touch if you’ve got questions about the quickest way to build out your Research SOPs library.
