How to use LeaderGuide Pro and Elements
The instructions and videos provided here cover both LeaderGuide Pro Plus and Elements. Scroll down and click on the buttons to go to the help you need.
In addition, you will find written instructions and videos built into your LeaderGuide Pro software.
- Read the instructions in the dialog boxes that come up as you click the LGPro ribbon buttons.
- Click on the little blue TV icons to bring up brief, focused videos about the specific function you are using.
- Access this web page and all of the embedded videos by clicking the Help button on the LGPro ribbon.
How to Access LeaderGuide Pro
Open Word and click on the LGPro tab to bring up the ribbon. LeaderGuide Pro is an add-in to Word.
Good to Know Before You Start
LeaderGuide Pro is loaded with features that can be used flexibly to meet your needs. You will save time by learning what your options are before you begin. And, avoid common user errors by learning a few basic ground rules.
The LGPro Local & Master Libraries
Two folders are added to the Documents area of your computer when LeaderGuide Pro is in installed. They help you organize and retrieve your LGPro files.
Making the Most of the 3-day Evaluation
While there are certain limitations imposed during the free evaluation period, you will be able to try all of the key features to determine if LeaderGuide Pro is right for you. These tips should help.
Successful Users Do These Things
Set your default user preferences and follow a few best practices to leverage the productivity gains LeaderGuide Pro provides.
Customizing your Software
Do your customizing once and always start from your branded templates. Create as many custom collections as you need.
Building a facilitator guide requires thinking through your flow and organizing your source files so they are easy to work with.
Building Your First Leader Guide
Here are the fundamentals. You can follow these same steps to build your first participant guide if that's all you need.
Document Parts: What they Are and How to Work with Them
Every LeaderGuide Pro facilitator guide and participant guide is built from document parts. They help structure your document and organize your content.
Styles: Recognizing and Working with Them
Recognizing and understanding how to work with the LGPro Styles is key to using LeaderGuide Pro successfully. While styles are handled automatically, there are a few things to understand.
LGPro Modules and Lessons
Adding and Working with Them
Modules and lessons are the heart and soul of any facilitator or participant guide. They provide the structure upon which your entire training program is built.
Archive, Insert, Reorder and
Delete Modules and Lessons
Librarian is a unique LeaderGuide Pro feature that allows you to archive (save) modules and lessons as stand-alone files, insert archived modules into your guidebooks, re-order modules and lessons to create new guidebooks, and delete modules and lessons. It is a game-changer for controlling and managing big chunks of content efficiently.
LGPro Content Blocks
Adding and Working with Them
Content blocks build the lesson pages in your facilitator guides and participant guides. They chunk and present content visually. They help you the developer establish and maintain a logical flow. And they help the instructor the same way musical notes help a musician.
LGPro Text/Table Formatting Tools
Because styles are so important to the way LeaderGuide Pro works it makes sense to learn how to use the LGPro Text and Table formatting tools.
LGPro Document Level Controls
Updating the Table of Contents, generating the Training at a Glance, navigating to specific locations in your files, importing and updating slides and images, exporting content, extracting new guidebooks from existing ones... All of these tasks are automated when using LeaderGuide Pro.
Unique automation functionality
LeaderGuide Pro Plus makes fast work of all the tedious but necessary tasks you otherwise need to do manually as you build facilitator and participant guides. Import, re-size, and replace PowerPoint, Keynote, and pictures. Extract participant guides from facilitator guides. Sync content between documents.
Working with Sides and Notes to Build a Facilitator Guide
LeaderGuide Pro transforms how you work with PowerPoint. Import slides, slide notes, even the text on the slides. Create PowerPoint sides from within your leader guide. Replace imported slides after changes are made to your PowerPoint file.
Pictures (image files)
Working with Them
LeaderGuide Pro works with pictures in way that is similar to slides, making it easy to bring in multiple images and replace images when they change.
Adjusting Imported Pictures and PowerPoint Images
The LeaderGuide Pro Special Resize (all or selective) Images function resizes multiple images, both PowerPoint and picture images, that are contained in LGPro blocks. The resize percentage is based on 100 percent of the fixed cell width.
Creating New Guidebooks from Existing
One of the amazing time-saving features of LeaderGuide Pro Plus is the ability to extract new guidebooks from existing LGPro files.
Extract Cases, Assessments and
Handouts or any Selected Content
It's easy to extract content from a LeaderGuide Pro file into a new Word document.
After you have extracted a participant guide from a facilitator guide you may make changes to content in one document that you want updated in the other. The Sync function handles that for you. You can also sync page number references between a participant guide and a facilitator guide.
To Build Stand-alone Modules and Lessons
Attach sets up LeaderGuide Pro Modules and Lessons outside of the full LGPro guidebook document structure for those times when you need to focus on just one topic. And it allows you to work in smaller files. Once built, Modules and Lessons are easily integrated into full LGPro facilitator guides and participant guides using LGPro Librarian. This approach to building content is great for development projects with multiple contributors.
To Convert Existing Content
Attach allows two types of conversions. Attach will change the LGPro Collection in use to transform an existing LGPro document. Attach also enables the LGPro ribbon buttons for use in an existing source document so that you can move the content into LGPro Modules and Lessons and Content Blocks.
The Librarian Registry
Create Records of your
Training Programs, Modules and
Lessons in Excel
This function feeds information about your facilitator and participant guides, and your archived modules and lessons, into an automated Excel workbook. From Excel you can export the data to other databases you may already be using.