Report Writing - How to Manage a Research Task

If you are going to advertise yourself as a professional researcher then your presentation to the client is the ‘window display’ of your business - a reflection on you.  If you are seeking to gain membership of AGRA then you will need to submit a client report to be assessed by the AGRA Board of Assessors. Similarly, one of the requirements of the Diploma in Genealogy is to conduct research and to produce a client report, describing the results of your research. This module will cover the key components that comprise a client report and offer tips on how to manage research tasks.

The module will cover the key components that comprise a client report and offer tips on how to manage a research task.   Subjects covered include:  

The format of a report

The key components

Sourcing the work

Use of illustrations/enclosures/transcripts

Production of a pedigree tree

Recommendations for further research

Client relationship

Accurately documenting a research task

Sticking to the client’s wishes – knowing when to stop