Always Use the LeaderGuide Pro Ribbon

 

Blurred tabs_LeaderGuide Pro ribbon

 

The ribbon is your key to success when building facilitator & participant guides.

 

The LGPro Ribbon is your User Interface.

Even though LeaderGuide Pro uses Word as its platform

You must use the LGPro ribbon when building facilitator & participant guides.

Good to Know

Hover

Hover Cursor Screen Tip

 

 

Hover your cursor over a button to see a Screen Tip with:

  • The button's name

  • What it does for you. 

Not seeing your Screen Tips?

  • Click the File tab on Word's ribbon

  • Click Options > General

  • Under User interface options,

    • In the ScreenTip style box:

    • Select the option to "Show feature descriptions in ScreenTips" 

    • Click OK 

Cursor

 

Cursor Placement

 

 

Important:

 

Pay attention to where your cursor is BEFORE clicking a ribbon button.

  • The action you request will take place where your cursor is sitting

  • If you are inserting something, you want it to be added into the correct place. 

Time

Time to process

 

 

Allow time for the action you request to be completed

 

With LeaderGuide Pro you will do with one click what would otherwise require you to complete a series of manual actions.

  • Clicking a button kicks off a series of actions that run quickly in the background

  • So you need to let the process complete

  • LeaderGuide Pro automates the building of your documents to save you time and ensure consistency

Always use the ribbon buttons to ...

LeaderGuide Pro Ribbon in Office 365 Word

 
Select an option below:
Start Group LeaderGuide Pro Ribbon

The Start Group

  • Start

    • New Facilitator Guides

    • New Participant Guides

    • New Content Parts (stand-alone Modules & Lessons)

  • Open

    • Existing Facilitator Guides

    • Existing Participant Guides

  • Attach

    • Enable LeaderGuide Pro in a Word document

    • Change the Collection in use in an existing Facilitator Guide or Participant Guide

New - Start wizard

The New Button & the Start Wizard

  • Click New in the Start group to open the Start a New Guidebook wizard

  • Always start new Facilitator & Participant Guides this way

    • No more making a copy of an old document that's set up the way you need it

  • Also use this wizard to start stand-alone Modules and Lessons (Content Parts)

    • Then use Librarian when you are ready to integrate these Modules and Lessons into a full Facilitator or Participant Guide

  • This is also where you select the Collection that will be in use

    • The Collection determines the look of the Cover page, the Content Block Icons, the fonts and more

  • And, if you are building a Facilitator Guide for a short course and do not need the Training at a Glance, this is where you make the choice to exclude it

Open button-File Explorer

The Open Button & Your LGPro Local Library Folder

 

  • Click Open to be taken to your LGPro Local Library folder in Windows Explorer

    • This is the location LeaderGuide Pro defaults to when you use Word's Save function to save your work

    • If you have saved your work to a different location, simply navigate to it like you would for any other Word document

  • Opening your LeaderGuide Pro documents with the Open button ensures that the LeaderGuide Pro functionality is enabled

Attach button-Attach wizard

The Attach Button & the Attach Wizard

  • Click Attach to open the Attach wizard

  • Use this wizard to:

    • Enable the LeaderGuide Pro functionality in a Word document that is open on your screen

    • Change the Collection in use in a LeaderGuide Pro document that is open on your screen

Module-Lesson Control Group

The Module/Lesson Control Group

Use the buttons in this group to:

  • Insert a new Module into your Facilitator Guide or Participant Guide.

  • Insert a new Lesson into your Facilitator Guide or Participant Guide.

  • Continue a Lesson on the next page.

  • Insert a Break into a Module.

  • Access Librarian 

Insert New Module

Insert a New Module

  • Click the Module button to insert a new Module into your Facilitator Guide or Participant Guide.

  • Inserting a Module also automatically inserts:

    • a Section break at the end of the previous Lesson

    • a Page break at the end of the new Module page

    • a new Lesson.

  • Cursor placement is important when using this button.

    • Place your cursor at the logical spot where you want your new Module to sit.

    • This is usually at the end of a Lesson.

Insert New Lesson

Insert a New Lesson

  • Click the Lesson button to insert a new Lesson into your Facilitator Guide or Participant Guide.

  • Inserting a Lesson also automatically inserts:

    • a Page break at the end of the previous Lesson

    • a Lesson Time Block at the top of the new Lesson page.

  • Cursor placement is important when using this button.

    • Place your cursor at the logical spot where you want your new Lesson to sit.

    • This is usually at the end of a previous Lesson.

  • If you want to break up a long lesson:

    • Place your cursor in the Content block you want to use start the new Lesson.

Continue a Lesson

Continue a Lesson

  • Click the Continue button to insert a Page break on a Lesson page and move the rest of the Lesson content over to the next page.

  • Continuing a Lesson also automatically inserts:

    • a "Lesson. con't." heading at the top of the subsequent Lesson pages.

  • Cursor placement is important when using this button.

    • Place your cursor in the Content Block you want to move to the next page.

  • Be judicious about using this button:

    • It's best to wait to use this button until after all of your content is in place.

    • Otherwise, because of the way the Lesson pages automatically flow as you add content, you could end up having to go back and delete page breaks that have shifted in ways that don't make sense.

Insert a Break

Insert a Break

  • Click the Break button to insert a Break in the training delivery.

  • A break can be inserted at three different levels:

    • Module level break that will appear in the Table of Contents & the Training at a Glance.

    • Lesson level break that will appear in the Table of Contents.

    • Content Block level break that will appear in the Table of Contents, indented below the Lesson it is in.

  • The visibility of the Break is usually tied to the length of time the break requires.

    • A one hour Lunch Break should be a Module level break

    • A 15 minute Coffee Break should be a Lesson level break

    • A 5 minute bio break should be a Content Block level break.

Access Librarian

Access Librarian

Click the Librarian button to open a drop-down menu that lists the Librarian functions, including:

  • Archive Modules & Lessons to save them as stand-alone documents that are easy to work in  and easy to repurpose.

  • Insert Archive Modules & Lessons to integrate them back into a full Facilitator Guide or Participant Guide.

  • Reorder Modules & Lessons to easily shift content around within an open document on your screen.

  • Delete Modules & Lessons to easily remove content and maintain the structural integrity of the document.

  • Add an Appendix to the end of a Facilitator Guide or Participant Guide.

Text-Table Formatting Group

The Text/Table Formatting Group

  • LeaderGuide Pro automatically applies formatting for you.

  • Use the buttons in this group to modify the formatting.

  • Hover your cursor over a button to see a screen tip telling you what it does for you.

  • Do NOT use Word to perform the tasks these buttons do for you.

 

Line 1 Text-Table Formatting Group

The first line of buttons in the Text/Table Formatting Group

Select text or a paragraph mark and use these buttons to:

  1. Apply LGP Title - a bold headline font

  2. Apply LGP Text - a regular body font

  3. Apply Bullets - 9 levels available

  4. Demote text, bullets & numbers

  5. Promote text, bullets & numbers

  6. Clear a style

  7. Paste in content without it's source formatting - it will assume the formatting of the spot you are pasting into

  8. Insert a variety of formatted tables and nested tables
Line 2 Text-Table Formatting group

The second line of Text/Table Formatting Buttons

Select text or a paragraph mark and use these buttons to:

  1. Apply Numbers - 9 levels available

  2. Demote numbers - 9 levels available

  3. Promote numbers - 9 levels available

  4. Restart numbering at 1

  5. Insert a single line for the Instructor or participant to write on

  6. Insert a Correct Answer text field

  7. Break the table on a Lesson page

  8. Flow a Content Block (table row) across pages

Line 3 Text-Table Formatting group

The third line of Text/Table Formatting Buttons

Select text or a paragraph mark and use these buttons to:

  1. Identify the style your cursor is sitting in

  2. Open Word's Styles pane

  3. Apply custom styles

  4. Merge or Split table cells

  5. Delete Content Blocks (table rows)

Always use the Ribbon buttons to ...

Let the automation do the work for you. 
Select an option below:
Insert Group on LeaderGuide Pro ribbon

The Insert Group

Use these functions to insert pictures & text & small graphic cues.

Cursor placement is important when using these buttons.

Place your cursor at the spot in a Content Block on your Lesson page where you would like to add:

  • Lines for notes to be added by the Instructor or learner

  • Pictures and text objects

  • Instructional graphic cues

Insert Group on LeaderGuide Pro ribbon

The Insert Group includes:

Line 1

Capture Lines: Place your cursor in a content block to add two lines that can be used to write notes on.

Navigation Task Pane: Click to open the Navigation task pane.

Line 2

Insert Pictures and Text Objects into Content Blocks: Place your cursor in a content block to insert images, tables, charts and text from other Word documents.

Line 3

ICues: Place your cursor in a content block to add Instructional Cues to help direct the Facilitator's actions.

Content Blocks group

The Content Blocks Group

Use the Content Blocks to build your Lesson pages. 

Add Content Blocks from the ribbon. 

  • Click on ILT or VILT to open the menu of Content Block options.

  • Click on the Block you want and it will insert on your Lesson page, immediately below where your cursor is sitting.

  • Type in your Block content.

Please do not:

  • Copy & paste Content Block icons over one another

  • Change the LGPro Content Block Style Names

Content Blocks group

The Content Block types include:

  • Instructor-led (ILT)

  • Virtual Instructor-led (VILT)

  • Bundles

  • Assessments

  • Case Studies

  • Handouts

  • Capture Notes

  • Empty

All of the Content Block types are available for you to use as you build your Facilitator Guide. 

ILT Blocks -short list

Instructor-led (ILT) Content Blocks

There are 27 blocks in this group.

Every Content Block:

  • Sets up as either a three- or two-column table row.

  • Begins with an icon. 

  • Is ready for you to add:

    • a Headline/Facilitator Call to Action

    • and body text or an image
wider VILT Content Blocks menu

Virtual ILT Content Blocks

There are 16 blocks in this group.

Every Content Block:

  • Sets up as either a three- or two-column table row.

  • Begins with an icon. 

  • Is ready for you to add:

    • a Headline/Facilitator Call to Action

    • and body text or an image

 

wider Content Block Bundles menu

Content Block Bundles

There are 6 Content Block Bundle placeholders in this group.

You can create your own bundles, based on Content Block sequences you use regularly.

  • For instance: Say This - Do - Ask

  • Once set up, simply click the bundle number you need and your Content Blocks will insert. 

  • They will be ready for you to add:

    • a Headline/Facilitator Call to Action

    • and body text or an image

 

wider the rest of the content blocks

The Rest of the Content Block Options

There are 7 more Content Block options in this group.

Simply hover your cursor over any of these buttons to see what they do for you. They include:

  • Line 1

    • Empty Block - Inserts a Content Block without an icon in column 1.

    • Evaluation Blocks - Inserts an instructions Block and formatted question blocks. 

    • Capture Notes - Inserts either a Capture Notes Block or a Capture Notes page.

  • Line 2

    • Move Content Block Up - Moves a Content Block up one position one a Lesson page.

    • Case Study - Inserts a Case Study Instructions and Case Study Content Block.

  • Line 3

    • Move Content Block Down - Moves a Content Block down one position one a Lesson page.

    • Handouts - Inserts a Handout Block.

A long Controls group

The Controls Group

These buttons handle big important stuff for you.

They automate tasks that would otherwise require multiple steps and advanced knowledge.

And they save you a lot of time and a few headaches as they manage these things for you:

  • Training at a Glance 

  • Update All Fields

  • AutoCorrect 

  • Go To

  • Extract

  • Special

More Long Control col 1

The Controls Group Column 1

  • Training at a Glance - Regenerate the Training at a Glance to update it with new Modules after you add them.

  • Update All Fields - Update all of the text fields in your document as you make changes in the source locations. For example:

      • Update the Table of Contents after adding a new Module or Lesson

      • Update the Course Name on the Acknowledgements page, in the Getting Started section and in the footers after editing it on your cover page

      • Update slide numbers after deleting or adding slides.

  • AutoCorrect - Create text shortcuts that expand to your frequently used word and phrases as you type them in. For example:

      • =ssl expands to "Say something like"

      • =pts expands to "participants"

      • =lada expands to "Lead a discussion about"

LONG controls col 2

The Controls Group Column 2

  • Go To: 

    • Navigate to the Table of Contents, Training at a Glance, Next Module, Next Lesson, every Content Block type.

  • Extract:

    • A Participant Guide from a Facilitator Guide, or vice versa.

    • Case Studies, Handouts, Assessments, Timed Agendas & Audit Trail Data

  • Special: Work with PowerPoint / Work with Picture Images & More

    • Import Slides, Notes & Slide Text and Replace Imported Slides

    • Create Slides from Text in your Facilitator Guide

    • Import images into Picture Content Blocks and Replace imported pictures

    • Resize & Border Slides & Pictures

    • Control which Content Blocks display on the Graphic Cues page

    • Hide/Show Icons and Content Blocks

    • Sync Content Blocks between Facilitator & Participant Guides

Select an option below:
Customize Group on LeaderGuide Pro ribbon

The Customize Group

Use these functions to set your branding and style preferences.

Click to open a menu of customizing and conversion options:

  • Set your LeaderGuide Pro Preferences & Control the location of your LeaderGuide Pro Library folders

  • View the LeaderGuide Pro Icons Reference Sheet

  • Manage Collections

  • Add Custom Styles

  • Convert existing Content Blocks to different Content Block types

  • Convert existing content to LeaderGuide Pro

  • Create a Participant Guide from an Articulate Handout

Customize Group Customize Options

The Customize Group

Customization Options

LeaderGuide Pro Preferences

  • Set your preferences for general functions, slide numbering, column headings, branding & more

Location of the library 

  • See the current location of your LeaderGuide Pro Libraries and adjust if needed

LGPro Icons Reference

  • Open a spreadsheet that shows all of the LGPro Content Block icons for each Collection

Manage Collections 

  • Create, Modify, Remove, Import, Export & Restore Collections

User Styles

  • Add custom styles

Customize Group Conversion Options

The Customize Group

Conversion

Convert Content Block Types

  • Use this function to change all of the Contents Blocks of one type to a different Content Block type

  • For example, to change all of your Say Blocks to Key Points Blocks

Convert to LGPro Format

  • Use this function to get a jump start on converting a regular Word document Facilitator or Participant Guide into a LeaderGuide Pro document.

Create a Participant Guide from Articulate Handout Doc

  • Use this function to get a jump start on converting a handout extracted from Articulate into a LeaderGuide Pro Participant Guide.

The Help Group on the LeaderGuide Pro ribbon

The Help Group

Access online tutorials and videos.

  • Click to access links to written and video help.

Help Group drop-down menu of options

The Help Group

  • Use this drop-down menu to learn how to use the features and functionality of LeaderGuide Pro.

The Product Group on the LeaderGuide Pro ribbon

The Product Group

This is where you Activate & Deactivate your software and more.

Click to open the menu of options:

  • Find you software version

  • Check for updates

  • Activate/Deactivate your software license

  • Purchase a license key

The Product Group drop-down menu of options

The Product Group

Software Version

  • Find out which version of LeaderGuide Pro you are running

  • Check for version updates

Activation & Deactivation

  • Activate LeaderGuide Pro with a license key

  • Deactivate your LeaderGuide Pro license key

  • Purchase a license key to run the software