LeaderGuide Pro Participant Guide Walkthrough

 

A Page by Page Introduction

 

To save time and ensure consistency, a Participant Guide can be extracted from a Facilitator Guide.

 

This learner-facing tool has two purposes:

  • To support learner engagement during the training and
  • To support application of the learning on the job.

Participant Guide Structure

Section 1: Cover & Acknowledgements

  • Cover page

  • Acknowledgements page

Section 2: Preparation

  • Table of Contents 

 

Section 3: Delivery Instructions

  • Modules

    • Lessons

Section 4: Appendix (Optional)

  • Appendix Content

Cover Page - Modern - Participant Guide

Participant Guide Cover - Modern Collection

To Customize with your logo and graphics: Click Parts>LeaderGuide Pro Preferences on LGPro ribbon.

For different looking Cover pages, choose from the included Collections as you start a new Participant Guide.

When Extracting a Participant Guide from a Facilitator Guide, you can choose to use a different Collection for the Participant Guide.

2_Acknowledgements

Acknowledgements Page

To Customize with your copyright and revision date information click Parts>LeaderGuide Pro Preferences on LGPro ribbon.

Edit the other text on this page as needed. 

Do not delete the Section break you will see when working in the document. 

Table of Contents - Participant Guide

Table of Contents in a Participant Guide

This page builds automatically.

Do not type on this page.

To edit this page, change the Module and Lesson names on the Module and Lesson pages, and then click Update All Fields on the LGPro ribbon.

Note that you can only edit a Lesson name on the first page of the Lesson.

First Module in a Participant Guide

First Module Page

In a Participant Guide, this page introduces participants to the training they are to about to engage in. 

Also in a Participant Guide, a new Module is signified simply by the Module name at the top of the page. The first Lesson, with instructional content, occupies the rest of the page.

Learning Objectives page in PG Overview Module

Learning Objectives page in the Overview Module

This page lists what participants will be able to do upon completion of the training.

It can also hold space for participants to add notes about what they hope to accomplish.

First Instructional Module-Lesson page

First Instructional Module-Lesson page

This page is where your instructional content begins.

You will build this page by adding Content Blocks from the LGPro ribbon and then typing in your instructions.


About Working with What LeaderGuide Pro sets up for You 

Embrace the templates and automation to save time and ensure consistent results.

Select an option below:
Librarian-Menu

When editing content

  • Share a COPY of your LeaderGuide Pro files with non-LeaderGuide Pro users
    • Because it would be easy for them to inadvertently do things that will interfere with the LeaderGuide Pro automation, like:

      • Paste one type of icon over another to change a Content Block

      • Delete the non-printing red text

  • Consider using Librarian to Archive Modules & Lessons
    • Archiving creates stand-alone copies, which can make it easier to work in.

    • After the archived content is editted, use Librarian>Insert Archived Modules and Lessons to add them back into your full Facilitator Guide

    • And delete the old content using Librarian>Delete Modules and Lessons

Content Blocks and Text-Table and Module Lesson

When using LeaderGuide Pro you are also in Word

To you add content ...

  • ALWAYS add Content Blocks from the LGPro ribbon

  • Type your content in.

  • Use the LeaderGuide Pro Text/Table Formatting group on the LGPro ribbon to:

    • Change font styles

      • LGPro Title

      • LGPro Text

      • LGPro Bullet

      • LGPro Number

    • Apply bulleted and numbered lists

    • Paste in content copied from another document

    • Add tables, and more.

  • Click Module or Lesson on the LGPro ribbon when you need to add a new Module or Lesson

  • Save your LeaderGuide Pro files using Word's Save function

    • We recommend that you Save to your LGPro Local (personal) and LGPro Master (shared) Library folders

  • Print or PDF your guidebooks the same way you print or PDF Word documents

  • Avoid Word's Undo and Redo functions because with LeaderGuide Pro their are often multiple actions associated with the automated functions

Special - Full menu

For working with PowerPoint and Images

and more

Click Special to access time-saving automation to:
  • Add PowerPoint

  • Replace existing PowerPoint images when your slides change

  • Create PowerPoint from text that you write within your Facilitator Guide

  • Reset slide numbering after you add or delete slides

  • Add images into Picture Content Blocks

  • Replace images

  • Resize and border images

  • Control what the Graphic Cues page displays

  • Show or Hide content block icons & content

  • Sync content between companion Facilitator and Participant Guides after updating content in one file

  • Remove Knowledge Check Answers - helpful when extracting from a Facilitator Guide to a Participant Guide

  • Restore Headers and Footers

Select a Collection as you Start a new Participant Guide

Choose a Collection when you Start a New Participant Guide

Even if you Extract from a Facilitator Guide, you will have the opportunity to select a Collection.

 
The Collection includes all the Parts required to build your Participant Guide.
  • All of the included Collections contain the same Parts.

  • What differentiates the Collections are the style and formatting and graphic treatments that end up giving each Collection a distinctive look. For example:

    • Different fonts

    • Different icons

    • Different color schemes.

The best way to understand the Collections is to:

  • Create a new Participant Guide using each included Collection.

  • Use the Collection Name as the Course Name

  • After saving your new participant guides it will be easy to compare & identify the Collections you prefer, based on the:

      • Cover page

      • Icons

      • Fonts & styles

      • And more.

  • Once your find the Collection you prefer:

    • Set it as your "Preferred Collection" so that LeaderGuide Pro will default to using it any time you start a new guidebook

    • You can still also choose any of the other Collections

    • To set your "Preferred Collection" click Parts > LeaderGuide Pro Preferences.

Parts button Customize Options menu

Use the LeaderGuide Pro Customize Options 

Click Parts to reveal a dropdown menu of Customization wizards:
  • LeaderGuide Pro Preferences 

    • Add your logo & copyright and a lot more

    • Open this wizard to see everything it does - it is very easy to use

  • Location of the Library 

    • Use this to see the file path to the LeaderGuide Pro Local & Master Library folders

      • Each user has their own personal Local Library folder

    • Also use this to set a new shared location for the Master Library folder

      • One person can set the Master Library location and share that with other users

      • Everyone you share the Master Library location with can access it

  • LGPro Icons Reference 

    • Use this to see the icon sets for each Collection

  • Manage Collections 

    • Use this to create custom Collections

    • Contact us for assistance with this - we will help you get started

  • User Styles 

    • Use this to add custom styles that will be available no matter which Collection you are using

    • Contact us for assistance with this if you are not skilled at creating styles in Word

It is important to use the LeaderGuide Pro customization tools because:
  • This ensures that the changes you make will not interfere with LeaderGuide Pro functionality.

Manage Collections - Manage Parts menu

To create or modify a Custom Collection

Click Parts > Manage Collections:

This opens the Manage Parts wizard, which you you use to:

  • Create a new Collection

  • Modify an existing Collection

  • Remove a Collection

  • Import a Collection that has been shared with you

  • Export a Collection to share with your colleagues

  • Restore a Collection that has been modified

Use the included Parts Customization Wizards to create your own Collections.
  • Copy & modify any of the included Collections to add your own:

      • Cover page

      • Icons

      • Default text

      • Fonts & styles

      • And more.

Once created, Custom Collections can be:
  • Shared

  • Used as the basis for additional custom Collections.

CONTACT US for assistance in getting started with creating & modifying custom Collections.


About all the stuff associated with the smart templates

When working in a Facilitator Guide or Participant Guide: