- Course Overview: LeaderGuide Pro Fundamentals
- Module 2: Understanding the Guidebooks
- Lesson 1: About the LeaderGuide Pro Guidebooks
About the LeaderGuide Pro Guidebooks
Structure, Purpose & Best Practices
LeaderGuide Pro creates TWO types of instructional guidebooks.
A Facilitator Guide to serve instructors:
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As a study guide and
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As an at-a-glance delivery roadmap with clear, concise and complete information and directions.
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The Facilitator Guide is the master resource containing everything required to deliver the training.
A Participant Guide to support learners:
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With key points, instructional exercises and capture space for notes.
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To enhance engagement and retention.
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And to serve as a post-training reference resource.
Consistent Instructional Framework
Both guidebooks follow the same instructional framework:
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Modules
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Made up of Lessons
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Built with Content Blocks.
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This framework:
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Chunks information into manageable pieces.
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Makes the training easier to follow and apply.
Standard Guidebook Structure
Facilitator Guide Structure
Every new Facilitator Guide sets up the same way.
Section 1
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Cover page
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Acknowledgements page
Section 2: Preparation
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Table of Contents
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Getting Started
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About This Guide
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Graphic Cues
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The Program in Perspective
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Program Preparation
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Training at a Glance
Section 3: Delivery
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Modules
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Lessons
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Optional Section 4: Appendix
- Appendix Content
Participant Guide Structure
Every new Participant Guide sets up the same way.
Section 1
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Cover page
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Acknowledgements page
Section 2: Overview
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Table of Contents
Section 3: Instruction
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Overview
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Purpose
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Learning Objectives
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Modules
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Lessons
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Optional Section 4: Appendix
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Appendix Content
Differences between Key Pages
Facilitator Guide - Participant Guide
What this means for YOU
You will be saving a lot of time and producing more professional training materials.
Select an option below:
- Always Do This
- When to Use Word
- Use LeaderGuide Pro to Do This
Use LeaderGuide Pro to:
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Start a new guidebook - use the New button
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Open an existing guidebook - use the Open button
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Add Modules and Lessons - use the Module and Lesson buttons
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Reorder, Delete or Archive Modules and Lessons - use Librarian
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Paste content copied from other sources - use the Paste Special button
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Add a Content Block - use the Content Block buttons
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Delete/remove a Content Block - use the Delete Table Row button
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Add bullets or numbered lists
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Use the Bullet>Promote>Demote buttons
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And the Number>Promote>Demote>Restart List buttons
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Import PowerPoint slides and notes
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Import images and chunks of content from other documents
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Resize slides and other images
When to use Word vs. LeaderGuide Pro
Use Word to:
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Access the LeaderGuide Pro ribbon and use the software
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Save the documents you create with LeaderGuide Pro
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Print or view the guidebooks in Print Preview mode
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Type in or delete text within a Content Block
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Copy and paste content copied from within a guidebook
AVOID using these Word functions
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Undo and Redo
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Undo and Redo only address the last action taken.
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And that is usually not enough to actually undo or redo something LeaderGuide Pro has just done for you.
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Because most of the time when you click a button on the LeaderGuide Pro ribbon you are kicking off a series steps (that happen so fast that you don't see them).
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Font, Paragraph and Styles
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To make these types of changes, use the LeaderGuide Pro Customization wizards to create a Custom Collection.
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By creating a Custom Collection you only have to make the changes ONCE and then simply use your custom Collection and this ensures that the LeaderGuide Pro functionality remains intact.
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For help with creating a custom Collection, please contact us.
Always Start from LeaderGuide Pro
When you need a new Facilitator Guide, click New on the LGPro ribbon.
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You don't need to open a copy of an old document.
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If you have existing content you want to use, LGPro provides a number of ways to make it easy to repurpose content:
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Use Librarian to Archive and Insert Archived Modules & Lessons
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Use Attach to apply a new Collection to an an existing guidebook
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Use Insert Images & text Objects to pull in content from other documents.
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Formats & Styles
Use the buttons in the Text/Table Formatting group to:
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Apply LGPro styles
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Insert bulleted and numbered lists
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Allow a Content Block to flow over multiple pages
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Merge or split Content Block cells
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Paste in content from other documents
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Add special tables
It is important to use the LeaderGuide Pro styles because:
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To do it's work, LeaderGuide Pro relies on coding embedding into many of the LGPro Styles.
Set Your Preferences
Click Parts > LeaderGuide Pro Preferences to:
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Make customizations that will apply to all new guidebooks you create, like
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Add your logo
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Set up your Copyright information
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Set how you want slides to be numbered
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And more
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Rather than falling back on Word habits:
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Use the page layouts in the facilitator and participant guides as provided
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Use the styles and formatting as provided
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Use the icons and graphic instructional cues as provided
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Follow the document structure and page layout conventions
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Always insert Content Blocks from the LeaderGuide Pro ribbon
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Work with Word's formatting marks turned on
Share Mindfully
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Always keep master copies of your LeaderGuide Pro documents.
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Only share copies of your LeaderGuide Pro documents with non-users.
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Make sure all document contributors and editors understand how to use LeaderGuide Pro.
Create Custom Collections
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Start by using LeaderGuide Pro as provided, to get to know and understand how the software helps you work more productively.
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Then ... Leverage the included customization functions to ensure your LeaderGuide Pro guidebooks meet your branding and corporate requirements.
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LeaderGuide Pro is highly customizable and using the LeaderGuide Pro Customization wizards ensures that your changes will not impact the software's functionality.
Habits to form to ensure SUCCESS with LeaderGuide Pro
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Save to your shared drives, but ALWAS keep a Master copy and your working drafts locally
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Because of the automation in LeaderGuide Pro, it is best work ON your computer (Your C drive probably) rather than in One Drive or other shared drive/cloud environments
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Word's Formatting Marks are non-printing characters that define tyles, spaces, tables and more
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LeaderGuide Pro uses non-printing text to communicate important messages to you as a developer
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Because Word's formatting marks are important when working in documents where professional formatting is important, LeaderGuide Pro turns these marks on when you are using the software.
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The buttons on the LGPro ribbon are the only way that you access and run the LGPro functionality.
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Everything LGPro provides is there for a reason and has a job to do to help you.
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If you don't like the looks or formatting of something, use the included Customizing tools to change the characteristics without impacting the functionality.
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Contact us for assistance with customizing.
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Every Content Block has unique coding that LeaderGuide Pro uses to run extracts, replacements, searches and more.
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If you copy & paste Content Blocks you run the risk of messing up the coding and thus, experiencing unexpected results when using using other LGPro functions.
When you click a button on the LGPro ribbon:
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You are kicking off a series of actions.
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These actions happen much faster than you could execute them manually.
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Yet, you do need to give LGPro a moment to do it's work.
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The non-printing red text contains important messages for you as a developer.
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LGPro Modules and Lessons have pre-set formats and layouts.
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These are designed to maintain professional formatting.
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And they provide an at-a-glance, easy-to-use layout.
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LeaderGuide Pro includes wizards to make it easy to customize the software.
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It is important to use these built in tools to ensure that any changes you make do not impact the software's functionality.
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Use the Customization Wizards to change:
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Fonts
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Styles
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Logos
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Colors
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Default text
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Cover pages
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Content Block column widths
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Guidebook type names
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Headers and footers, and more
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We recommend that you work locally when using LeaderGuide Pro, so you will be making copies of you files for shared drives anyway, but ...
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Because your LGPro files are also Word documents that you will likely share with others who may not be LeaderGuide Pro users ...
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Please keep copies of your working files in a safe place
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That way it will be easy to recover if a colleague accidently messes something up.
About all the stuff associated with the smart templates
When working in a Facilitator Guide or Participant Guide:
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Page Headers display the guidebook type and current Module name.
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The Program Name/Course Name on the Cover page is repeated in key spots within the documents.
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Module Names appear in the Table of Contents and in the Training at a Glance in a Facilitator Guide.
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Lesson Names appear indented under the Module names in the Table of Contents.
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A new Lesson always starts with a Lesson Time Block unless you change this in Preferences.
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Content Blocks are used to build Lesson pages.
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Content Blocks form a Lesson Table that flows automatically from one page to the next until a new Lesson or new Module is added.
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The last Lesson in a Module always ends with a Transition Block that displays the name of the next module.
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Even Page Footers show the page number and Program Name.
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Odd Page Footers show page number and copyright and revision date.
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Page breaks and Section breaks appear when Word's formatting marks are turned on to help you avoid deleting them.
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Non-printing red text appears at various points in the document to help you avoid deleting important code elements required by LeaderGuide Pro.
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Word's non-printing formatting marks are visible to help you maintain a professional appearance - including:
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Paragraph marks
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Dots that indicate spaces
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End of cell and end of row symbols
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Tabs
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Field brackets
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Page Breaks
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Section Breaks
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Non-printing text
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