Building Your First Leader Guide
You can follow these same steps to build your first
participant guide if that's all you need.
CREATE A NEW GUIDEBOOK FILE
Open Word and click on the LGPro tab to bring up the LeaderGuide Pro ribbon.
Click on New and use the Start a New Guidebook dialog box to set up your document. Written instructions and a brief video are included to help you.
Click OK and take your hand off your mouse once you have made all of your selections. Your screen may jump and flash. You will see a document being built.
When prompted, Save your file. LeaderGuide Pro defaults to your LGPro Local Library and the sub-folder appropriate for your file. You can save to any location, but using the LGPro library system will make it easy to find your file again.
After you Save, allow the file to finish setting up in Word. Wait until you see the question "Are you ready to add images to the document now?" If you say "No" you will simply be in your file, ready to work. If you say "Yes" you will move through a series of dialog boxes that will help you import PowerPoint slides, Keynote slides or picture images. When the import is complete you will be in your file, ready to work.
The Start a New Guidebook Dialog Box
Type over Program Name with the name of your training program. The Program Name is the course name. It appears on the front cover of the guidebook you are creating and repeats as a field in other reference places throughout the document. You can edit it on the cover page once your document is created.
Select the type of guidebook you are creating, either a Facilitator Guide or Participant Guide. For LeaderGuide Pro Plus this choice impacts the content parts that are included. And with LeaderGuide Pro Plus, no matter which type you create you can Extract a new guidebook of any type from an existing guidebook.
Best Practice: Build a Facilitator Guide first if you need both a Facilitator Guide and a Participant Guide, because typically the facilitator guide will contain all of your content. Then it is easy to Extract the relevant content into a Participant Guide.
Content Part. After selecting the guidebook type you have the option to create just a Content Part, which is either a module and lesson or just a lesson. With LeaderGuide Pro Plus Content Parts are easily integrated into full guidebooks using the Librarian function. To create a Content Part, click the Content Part checkbox. If this optional setting is left unmarked, a full guidebook will be created.
This is about how your Lesson pages will setup because Lesson pages are built with tables. Choose between a lesson page table row with two cell or three cells, which results in either a Two Column or Three Column page. Two Column and Three Column lesson pages cannot be mixed within the same guidebook.
All guidebook formatting is done using tables, so every page contains columns.
Column One is reserved exclusively for a LeaderGuide Pro Content Block icon that serves as a visual cue. The exceptions to this are "empty" blocks, which contain nothing in column one. Or, when you choose to import slides as thumbnails, in which case the slide images are placed in column one instead of the LeaderGuide Pro LCD Icon.
Column Two will contain the instructional content you add.
The optional Column Three can be used as needed. For example it can hold slide images, slide notes, notes for co-facilitators, other special notes to the instructor. Or in the case of a facilitator guide for a virtual classroom session Column Three might contain instructions for the Producer.
In facilitator guides Columns Two and Three are labeled. The default labels can be changed dynamically in the the Start a New Guidebook dialog box. They can also be customized as part of your Preference Settings by clicking on Parts > Logo, Copyright and More.
This refers to the table row width. In a portrait orientation the Regular row width is 6.3" and allows for a 1" page margin in the guidebook. The Wide selection produces a 7.3" wide row format and guidebook page margins are reduced to approximately 0.5". Both options allow ample room for binding.
Here is an example of a Three Column Wide Portrait facilitator guide lesson page.
Select the page orientation you want for your guidebook, either Portrait (vertical) or Landscape (horizontal).
For the Landscape orientation there two choices, either standard letter size paper or A4 size paper.
- If Landscape is selected the lesson table wow widths are set to 9.8"
- If Landscape A4 is selected the lesson table row widths are set to 10.5"
The A4 paper size does not apply to the Portrait orientation setting because Word automatically adjusts the usable length of the page based on your default paper size settings.
Tip: If your guidebooks will be viewed online then the Landscape A4 setup in a good choice because it fits a wide monitor nicely.
By default all LeaderGuide Pro Plus facilitator guides include a Training at a Glance. Click Express to create a facilitator guide without a Training At A Glance.
Best Practice: If you create a facilitator guide and then decide you do not need the Training at a Glance, do an Extract into a new facilitator guide, selecting Express as you set up the new guidebook. This is better than deleting the Training At A Glance in your existing facilitator guide because doing so will cause errors in the document that will create more work for you.
The choices in this category refer to the guidebook formatting collections that are available. "Default" is the standard collection supplied with LeaderGuide Pro. With LeaderGuide Pro Plus two additional collections are included, Elegant and Modern. LeaderGuide Pro Elements includes Default and Elegant. You can also create your own Custom collections.
To use a collection other than Default:
- Click the Custom button
- Click the little arrow next to Select from list to reveal your list of Collections
- Click on the Collection you want to use.
Best Practice: Create a facilitator guide using all 3 of the included Collections to determine which look and feel you prefer. Once decided, set your preferred collection as the default in your LeaderGuide Pro software on your computer.
Tip: When you are ready to create a custom collection, start from your preferred collection.
To set a collection other that the LeaderGuide Pro Default Collection as the software default for you when you use the Start a New Guidebook dialog box:
- Click on Parts on the LGPro ribbon
- Click on Copyright, Logo and More in the drop down menu
- Click on Browse below Preferred Collection
- Select your preferred collection
- Click OK
- Click OK again
- Click Close
Choose to setup your guidebook ready for printing either 1-sided or 2-sided. The choice effects how the Headers and Footers are setup and if the Page Margins are mirrored.
Even if you personally do not have a method to print on both sides of the paper, choose the 2-sided setup if your facilitator guides and participant guides will ultimately be printed on both sides of the paper. It is not easy to change the print setup from 1-sided to 2-sided after you have built your document. If you do need to make a change to this choice after you have created a guidebook the best method is to Extract into a new guidebook that is set to the Print option you require. (The Extract function is not available in LeaderGuide Pro Elements.)
COPYRIGHT and REVISION DATE
Copyright and Revision Date information appear in the footer area of the guidebook pages. Once set up, you will be able to edit these items as needed after you start working in your document.
Working in your New guidebook
In a facilitator guide the first place for you to add content is the Program in Perspective page, followed by the Program Preparation page. Type or paste in the requested content. Use the Paste Special button if you paste.
Do not type on or add content to the Training At A Glance page. To build the Training At A Glance, click the TAG button in the Controls group. Every time you add a new Module, click the TAG Button to add the Module information to the Training At A Glance page.
After the Training At Glance, the Modules and Lessons begin. This is the heart and soul of your guidebook and where you will do the majority of your work.
The Module Overview page is an important page. Do not delete it. Do not alter it. Simply add the requested information by typing or by using Paste Special.
The Paste Special function strips source formatting and allows the content to assume the LGPro style associated with the Paragraph Mark you are pasting into. This is important. Styles help drive the LGPro functionality, so please use the pre-set LGPro styles. When you create a custom collection you can modify the Style Guides to change the fonts. Until then, use the LGPro styles as provided.
After the Module page you will find the first Lesson page. Type over "New Lesson" with the name of your first lesson. Then place your cursor by the first black paragraph mark, above/before the red text and click on a Content Block button to add a block to the page.
Continue in this way to add content blocks. Type content in or use Paste Special. ALWAYS insert content blocks from the ribbon. NEVER copy and paste a content block icon over another icon.
To remove a block use Word's Delete Row function or highlight the entire row and Cut it.
To add a block in between existing blocks place your cursor in the block you want your new block to follow, because blocks insert immediately below wherever your cursor is sitting.
To add a new lesson
click the Lesson button.
To add a new module
click the Module button.
To move lesson content to the next page
click the Continue button. This button also reestablishes the Lesson name along the top of your lesson pages if the lesson table flow has been interrupted.
To add a Break
click the Break button (the coffee cup). You will be given options as to how the break is integrated into your guidebook.
To Archive, Reorder, Delete or Insert modules and lessons
click the Librarian button. You will be presented with a drop down menu that listed your options.
To update your Table of Contents and any listings already in your Training At A Glance, click the Update All Fields button.
Use Word's Save function to save your work before you close your file. If you save your file in the LGPro Local Library it will be easy to find when you want to open it again to continue working.
To open an existing file, open Word, bring up the LGPro ribbon and click on the Open button on the ribbon. This will take you to your LGPro Local library. Go into the appropriate sub-folder and then the next appropriate folder to open your file. For instance Facilitator Guides > 3 Column.
How to Learn more
When you are using LeaderGuide Pro:
- Most of the dialog boxes contain written instructions
- Many of the dialog boxes have a little blue TV icon; click it to bring up a brief video
- Use the other tutorials on this web site
- Watch our video tutorials on Vimeo
- Contact us to ask questions and get help for free
- Take advantage of our User Training services