https://www.lds.org/topics/family-history/my-calling/helping-others?lang=eng&old=true ) provides a sound description of the six principles you are invited to use in preparing your lesson, which are:
1. Prepare
Spiritually
2. Discover
Their Goals
3. Get Access
to Their Family Tree
4. Prepare and
Deliver a Personalized Lesson
5. Point Them
to the Temple
6. Find Others
to Teach
The Consultant Planner page at familysearch.org/ask/planner
provides two methods for adding individuals to your list of people that you are helping.
When you pull up the Consultant Planner page for an individual
you will see their 6-generation fan chart and be able to explore strategies for helping them.
The brief YouTube video (see link below) will show some aspects of our training class.