Course 1: Build a Facilitator Guide
Module 1: Basic Setup

Lesson 1: Start a Facilitator Guide

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Click the NEW button on the LeaderGuide Pro ribbon to start a new Facilitator Guide.

  • This will open the START A NEW GUIDEBOOK dialog box.

Start a New Guidebook - Annotated

Use the START A NEW GUIDEBOOK dialog box to set up your base guidebook

  • Name: Add the name of your course as you want it to appear on your cover page

    • This can be edited once you are in your new document

  • ID: Add an optional Course ID

    • This can be used to help you search for your document in Windows File Explorer

  • Type: Select the type of guidebook you are creating

    • We recommend that you start by building a Facilitator Guide

    • Then, when you are ready, you can use the LeaderGuide Pro Extract function to extract a Participant Guide from your Facilitator Guide

    • This allows you to sync content & page number references between the two companion guidebooks

  • Columns: We recommend using 3-column for Facilitator Guides and 2-column for Participant Guides.

  • Collection: Select the Collection to use, to set the look & feel of your new Facilitator Guide.

    • Click on Custom to see the list of included Collections.

    • We suggest starting a new guidebook using each Collection, so that you can choose the one(s) you prefer. If you do this, use the Collection Name as the Course Name.

    • Exclude TAG - only click this if you do not want a Training at a Glance included in your new facilitator guide

  • Print: We recommend leaving this setting as 2-Sided.

    • This way, if you physically print your Facilitator Guide, it will be set up properly - like a book.

  • Preferences: You only need to click on Preferences if you want to access the LeaderGuide Pro Preferences form, where you adjust global settings that impact your documents.

    • The Preferences can be accessed at any time by clicking the Parts button on the LeaderGuide Pro ribbon.

  • Logo: You can click on the LeaderGuide Pro logo at any time for more information about using the Start a New Guidebook dialog box.

  • Video camera: Click to access a video about using the Start a New Guidebook dialog box.

  • OK: Click OK to start the build of your new Facilitator Guide. You will be prompted to Save your new file.

Guidebook Design Template - NEW

When prompted, SAVE your new Guidebook

  1. File Name: The file name will appear as your course name, appended with the phrase “Leader Guide”

    • Edit the File Name as needed

  2. Save: Click Save

After you SAVE, you will see the Guidebook Design Template dialog box.

  • This new feature of LeaderGuide Pro allows you to quickly and easily drop in your course outline.

  • Proceed to the next lesson to learn how to work with this feature