Important to Know Before You Start
LeaderGuide Pro is meant to free you to work more productively. Work task automation is build into every button.
Take the time to learn what the buttons do. This will change the way you get your work done, for the better.
Because there are lots of ways to begin building a facilitator guide, LGPro offers more than one way to begin.
No matter how you choose to begin, be sure to always use the buttons on the LGPro ribbon first. If LGPro does not offer a button to accomplish your task, then use the Word function.
This is important because of the styles LeaderGuide Pro depends on to execute many of its automated functions. For example:
- LeaderGuide Pro will import PowerPoint slides and notes for you, and then allow you to easily replace them when changes are made in the source PowerPoint file - as long as you used the LGPro Special Add Images function to bring your slides into the document in the first place.
We recommend that you try building a practice facilitator guide before jumping into an important new project. Feel free to be in touch with us with your questions. We are happy to help you get started.
Use the LGPro Ribbon First as you Work
- Click New to start a new facilitator guide
- Click Open to navigate to and open an existing facilitator guide
- Click Attach to attach the LGPro functionality to the open document on your screen
- Click Module or Lesson to add a new module or lesson page
- Use the Text/Table buttons to apply the styles of the LGPro Collection in use
- Use the Content Block buttons to add icons to your lesson pages
Almost every button you click on the LGPro ribbon kicks off a series of actions to complete the requested task, so give LGPro a moment to complete the task before moving on to the next.
Learn all about the LeaderGuide Pro ribbon by watching the Ribbon videos.
When you create a new leader guide or participant guide you will be prompted to Save the file and you must do so.
LGPro Library Local
When LeaderGuide Pro was installed, a folder named LGPro Library Local was added to the Documents area of your computer. Within that folder are a series of sub-folders. This is an organizing system you can use to save and then easily find your LGPro files. You do not have to use this system, but this is the location LeaderGuide Pro defaults to when you are first prompted to save.
It is also the location LeaderGuide Pro defaults to when you use the Open button on the LGPro ribbon to open a LeaderGuide Pro file.
Learn more about the LGPro Libraries.
LeaderGuide Pro turns on Word's Paragraph Marks and other non-printing characters. If you are not used to working in Word documents with the Paragraph Marks on then you may be surprised by the extra "stuff" you will see on the pages of your LGPro documents. The Paragraph Marks and the other extra characters you are seeing are all non-printing, which means they do not appear on a printed page, or in a PDF, or in Print Preview mode, or if your turn the Paragraph Marks off using the Paragraph Mark toggle switch button on Word's Home tab ribbon.
LeaderGuide Pro turns the Paragraph Marks on because they are important when working in documents where formatting is important. They carry the styles that are in use in your document, and in several places you will see non-printing red text that is there to communicate an important point to you. We strongly advise you to work with the Paragraph Marks on when using LeaderGuide Pro.
Here is an example of non-printing characters on the Acknowledgements page of an LGPro facilitator guide, and the Show/Hide Paragraph Mark button on Word's Home tab ribbon.
LeaderGuide Pro maintains consistency by automatically applying the appropriate styles, and by providing Text Formatting buttons on the LGPro ribbon that will apply the documents' correct styles for you. Not only do styles impact the professional appearance and reader-friendliness of your document, they also help LeaderGuide Pro keep your document's Table of Contents, Training at a Glance, page headings, and headers and footers up to date. The LGP Styles also play an important role in archiving Modules and Lessons, extracting content, changing a document's look and feel by Attaching a new Collection, and syncing content between companion documents.
Always work with the LGPro styles. Do not introduce styles from other documents.
Use the LGPro Text/Table Formatting buttons to manage the styles in your documents. Change styles by using the Text/Table Formatting buttons and the Styles drop down menu. Paste text from other documents by using the LGPro Paste Special button to strip out source formatting and apply the appropriate LGPro format instead. The Paste Special button is highlighted in the illustration to show you where it is on the ribbon. When using LeaderGuide Pro hover your cursor over the ribbon buttons to see their names.
To check the style associated with any text or image you are working with
- Place your cursor in the text or by the image or by an empty paragraph mark.
- Look in the Styles Box on the LGPro ribbon to see the style that is active in that spot.
Page Breaks and Section Breaks
As long as the Paragraph marks are turned on, you will see the page breaks and sections breaks in a new facilitator guide or participant guide that have been placed there by LeaderGuide Pro. The page breaks and sections breaks are there for specific purposes related to document formatting, updating and header and footer set-up. Please do not delete the page breaks and sections breaks that have been placed in your document by LeaderGuide Pro.
In any new LeaderGuide Pro document there are 3 sections. The modules and lessons are contained in section 3. It is important to keep section 3 as the start of the modules and lessons. If you need to add section breaks after that you can.
LeaderGuide Pro documents are designed to flow naturally without the need for manually inserting page breaks or section breaks. Page breaks are added in accordance with LGPro standards each time you add a new module or lesson. Please do not delete them.
As you work on a lesson page, content will naturally flow over to the next page as needed, and the Lesson Name will repeat at the top of the next page as content flows. The Lesson pages will only hold so much content.
If you are adding content into a Content Block and it moves to the next page, that is because there is too much content for the current page. To allow the content to start on the current page and flow within the Block over to the next page, use the Flow button in the Text/Table Formatting group on the LGPro ribbon.
Conversely, if you want to move a content Block to the next page before the page is ready to flow naturally, use the Continue button to move the Block to the next page. In this case, LGPro adds a page break and carries over the Lesson Name as "Lesson Name, continued".
We recommend that you simply let your lessons flow as you are working. Then, once you are ready to do the final clean up, go through and adjust the flow if needed.
Every new LeaderGuide Pro document contains certain text strings that are set to repeat in various places in your file, and to automatically update if you make a change to the first instance of any given string. The repeating fields are tied to specific LGPro Styles assigned to the text strings. If you delete the first instance of one of these text strings, or if you change the styles, you will see error messages in the repeating fields in the places in your documents where these text strings were meant to repeat. Here is a list of the text strings, where they reside in LGPro documents, and their styles:
- Originates on the Cover Page
- Repeats on the Acknowledgements page, the About This Guide page, the Program in Perspective page, and in the even page footers
- Style: LGP Program Name
- Originates on the Acknowledgements page
- Repeats in the odd page footers
- Style: LGP Copyright
- Originates on the Acknowledgements page
- Repeats in the odd page footers
- Style: LGP Revision Date
- Originates on each new Module page
- Repeats in the headers of all pages in the Module
- Style: LGP Module Name
- Originates on on each new Lesson page
- Repeats along the top of each page in the Lesson
- Style: LGP Lesson Name
Automatically Updating Pages and Fields
The Table of Contents and the Training At A Glance are updated and maintained for you by LeaderGuide Pro.
Every time you click the Update All Fields button all of the repeating fields, any slide block numbers, any content in your Training At A Glance, and your Table of Contents will update.
When you click the TAG button it will populate the Training at a Glance page with the name of each module in your training program, along with the module time and a brief overview of the module's flow.
To change the information you see in the Table of Contents or in the Training at a Glance, go the source of the content, which will be either a Module page or the first page of a Lesson, and make the change there. When you click the Update All Fields button the changes will be reflected in your Table of Contents and Training at a Glance. When you click the TAG button your Training at a Glance page will update with any new modules you have added.
Do not type on the Table of Contents or the Training at a Glance pages because your typing will be overwritten by whatever is on the source pages every time you click the Update All Fields button.
The Red Text
At the end of the Training At A Glance you will see non-printing red text. Do not delete, edit, copy, paste or work in the red text. If you don't see the red text... turn your paragraph marks back on.
You will also red text at the end of the first new Lesson in a new guidebook. This should always be the very last thing in your guidebook, which means you should always add content before/ahead of this red text.
You will also see non-printing red text as you add:
- True/False, Fill-in-the-Blank, Multiple Choice and Two-Column Match Assessment Blocks
- Cases Study or Handout Content Blocks
- "Empty" Blocks
- Important Note Blocks
- Tables added using the LGPro Table button
The red text is non-printing and it does not take up space in the printed or PDF version of the page, so please do not delete the red text. To see what your document looks like without the red text go to Print Preview or turn Word's Paragraph Marks off for a moment.
Content Blocks are what you use to build your lesson pages. They are inserted by clicking on the Content Block icon buttons on the LGPro ribbon. A content block is a table row with either two cells or three cells. The first cell is always reserved for an LGP Icon. While the content blocks can be copied and pasted if needed, do not copy and paste the LGP icons over each other. If you decide you want to associate a different icon with content in a particular block, insert a new content block with the icon you prefer and copy and paste your content into it. Then, remove the block you no longer need. Because content blocks are table rows, you must either cut the entire row or use Word's Delete Row function to remove them.
The LeaderGuide Pro Content Blocks that you use to build your Lessons all start with an icon, except for the Empty Block (so named because it does not contain an icon). Icons are visual cues for your trainers and participants. Icons also help you the developer chunk and manage content. Icons drive extracts from one guidebook to another, and they are necessary when syncing content between companion books.
Icons occupy the first cell of the Content Block they build. Always insert icons by clicking on the Content Block icon button on the LGPro ribbon. Do not copy and paste icons over one another, and do not paste additional icons into the first column of a Block under the original icon. Each icon has a specific LGPro Style, which is used by LeaderGuide Pro when updating, replacing, extracting and syncing content.
Cursor placement is important when using LeaderGuide Pro. When you are adding a Content Block, it will insert immediately below wherever your cursor is sitting. When adding a Module or Lesson, it will insert at the spot where your cursor is sitting. When Inserting an Archived Module or Lesson using Librarian, it will insert immediately below wherever your cursor is sitting.
LeaderGuide Pro documents always set up the same way, with the same consistent, logical document structure. The Cover page, Acknowledgements page, Table of Contents and Introductory Materials are formatted placeholders that are designed to minimize labor on your part.
If you are using LeaderGuide Pro Plus all of these document parts are customizable and controlled by the Collection you chose to use. You set them up the way you want them once, in your collection, and then choose your collection as the starting point for new documents.
Modules and Lessons
The Modules and Lessons are where you will work primarily. Modules are topics and Lessons are sub-topics. Every LeaderGuide Pro document always includes the first new Module and new Lesson to get you started. Type over "New Module" with your module name, and do the same with "New Lesson". Click Update All Fields to see your changes reflected in the Table of Contents.
Every guidebook should have at least three modules: an introduction, the main topic, and a summary. Every module must have at least one lesson and probably should have three: an introduction, the main topic, and a summary.