How to Use LeaderGuide Pro™ – It's Easy!

How to Use LeaderGuide Pro™ –
It's Easy!
Step by Step Instructions for
creating Training Materials with
LeaderGuide Pro™ 7 PLUS v7.6
in Word 2007
How to Use LeaderGuide Pro™ – It's Easy!
Acknowledgements
LeaderGuide Pro™ is a product of Great Circle Learning. Originally
developed for our internal use, it has evolved into the powerful tool
you have today thanks in part to input from amazing users like you. A
special thank you goes to Holly Mills, who singlehandedly delivers
“above and beyond” customer support. And most especially, thanks to
the incredible talent of Richard V. Michaels, President & CEO of Great
Circle Learning and the developer genius who has been the driving
force of LeaderGuide Pro™ from day one.
Trademarks & Copyright Acknowledgements

LeaderGuide Pro™ is a trademark of Great Circle Learning, Inc.
This instruction manual was created with
a product of Great Circle Learning, Inc.
www.leaderguidepro.com
1857 San Marco Road, Unit C-201, Marco Island, FL 34145 USA
Tel: 239-389-2000 // Fax: 239-389-0569
Email: [email protected] and [email protected]
Websites:
http://www.gclearning.com
http://www.leaderguidepro.com
http://www.george4ppt.com
http://www.trainingcontent.com
Instruction Manual
Table of Contents
Table of Contents
INTRODUCTORY MATERIAL
Getting Started
vii
Learn Your Way
vii
How to Use this Instruction Manual
viii
Navigating in this Manual
Additional Ways to Get Instruction & Help
ix
xi
24/7 Web Options
xi
Web-based User Training
xii
On-site User Training
xiii
Service and Maintenance Agreements
xiv
Training At A Glance
xv
MODULES
Activating and Deactivating your LeaderGuide Pro™ Software
1
About Activating and Deactivating LGPro
2
Activating LeaderGuide Pro™
4
Deactivating LeaderGuide Pro™
A Few Things Every User Should Understand
12
16
Accessing your LeaderGuide Pro™ software
17
Macros – LGPro Macros are Safe
18
How to Set Your Macros in Word 2007
20
Accessing the LeaderGuide Pro™ Utilities
21
When Working in LGPro You are in Word
23
LeaderGuide Pro™ Terminology
24
The LGPro Ribbon and Buttons
25
LGP Blocks
26
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page i
Table of Contents
Instruction Manual
The LeaderGuide Pro Library Folder
27
Leader Guide Document Structure
29
Places to Add Content in a Leader Guide
30
Cover Page
31
Acknowledgements Page
32
Table of Contents
33
Program in Perspective Page
34
Program Preparation Page
35
Training At A Glance Page
36
New Module Overview Page
37
New Lesson Page
38
Paragraph Marks and Non-printing Characters
39
Section Breaks
40
Red Text
41
Use LGPro Functionality First
42
Word Commands You will Use
43
LGPro Styles
44
Copying & Pasting
45
Do You Know Where Your Cursor Is?
46
How to Use ParticipantGuide Pro™
47
Scenarios
48
Create a Leader Guide from Scratch
49
Create a Leader Guide from a PowerPoint File
52
Create a Leader Guide from Multiple Slide Files
54
Update a Leader Guide Created with Multiple PowerPoint Files
57
Create a Leader Guide from Archived Content
60
Create a Leader Guide from Non-LGPro Content
62
Create a Leader Guide from a Participant Guide
64
Update Slides in a Leader Guide
66
Numbering – The Best Way to Apply Numbers to Items and Lists
68
Page ii
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Table of Contents
Inserting Multiple Pages of Text into an LGP Block
69
I Need More than One Customized LGPro Template
70
Functionality – How to Use the LGPro Ribbon Buttons
73
Opening LeaderGuide Pro™
74
Blank Page Button – Create a new LGPro document
75
Folder Button – Open an Existing Leader Guide
79
Update Template Styles Button
80
New Module Button
81
New Lesson Button
86
Continue Lesson Button
90
New Break Button – Coffee Cup
93
Librarian Button
98
Librarian Registry File
100
Librarian Local Library and Master Library
101
Librarian/Archive Modules or Lessons
102
Librarian/Insert Archived Modules or Lessons
107
Librarian/Delete Modules or Lessons
111
Librarian/Reorder Modules or Lessons
114
Librarian/Add a New Master Record for a Course to the Librarian Registry
117
Librarian/Update an Existing Course Master Record
121
Librarian/Remove an Existing Course Master Record
124
Librarian/Associate this Document's Source File with an Existing Master Record 127
LGP Text Formatting Buttons – Title, Text, Bullet 1, Bullet 2
131
Text Formatting Example –Speaker Notes Block
133
Paste Special – Clear Source Formatting and Apply LGPro Text Formatting
135
Break Table Button – How to Get a Paragraph Mark to Appear in between LGP Blocks
137
How to Get a Paragraph Mark to Appear Before a Page Break
138
Insert Table Button
139
Controls Group
144
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page iii
Table of Contents
Instruction Manual
TAG Button – Training At A Glance
145
Update All Fields Button
148
Instructional Term Shortcuts Button – Auto Text for Trainers
149
List of Instructional Term Shortcuts
151
Go To Button – Navigation Method
153
Special Button – Importing and Exporting Functions
154
Special/Import Finished Slides
155
Special/Import Finished Slides – Replace
158
Special/Import Finished Slides – Replace: More about Using this Function
159
Special/Import Finished Slides – Add: About the Options You Have When You Add
Slides
161
Special/Import Finished Slides – Add
164
Special/Import Finished Slides – Add/Slides and Notes
165
Special/Import Finished Slides – Add/Advanced Import
167
Special/Extract Text for Slides
171
Special/Extract Participant Guide Text
175
Special/Export Assessments, Cases and Handouts
179
Special/Mark Selective Blocks for Extract
182
Special/Set Bracketed Areas for Extract
183
Special/Attach LGPro Template
184
LGP Blocks and Other Automated Entry Elements – About
186
LGP Blocks – Adding Them and Working with Them
188
Projected Image Block – a.k.a. Slides Block
189
Projected Image Block – Creating Slides in your Leader Guide
190
Projected Image Block –Using it as a Placeholder
193
Transition Blocks
195
Assessment Blocks
197
Case Study Blocks
202
Handout Blocks
204
Empty Block
206
Capture Notes Functions
207
Page iv
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Table of Contents
Capture Lines
210
Speaker Notes Block
212
Custom Blocks
213
Text Entry Elements
215
LGPro Utilities – Customizing Tools
217
How to Access the Utilities
218
Colors and Logo Utility
219
Convert to V7 Utility
223
LGP Blocks Utility
224
LGPro Styles Utility
227
PGPro Blocks Utility
229
PGPro Styles Utility
230
Setup Master Library Utility
231
Update Library Registry Utility
233
Customize your Librarian Registry Record Form Meta tags
235
Restoring the LGPro Template Defaults
236
Editing your LGPro Template Customizations
237
Reapplying your LGPro Template Customizations
238
Sharing your Template Customization Worksheets with Colleagues
239
Organization & Macrostructure: Working in the Sections of a Leader Guide
242
The Cover Page
243
The Table of Contents
245
Introductory Material
247
Modules
249
Lessons
252
Working in a Leader Guide after Importing a PowerPoint File
253
george!
george!
Troubleshooting
258
259
260
The LGPro Ribbon Buttons Don't Work
261
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page v
Table of Contents
Instruction Manual
Adding a Graphic or More Text on my Cover Page
262
The Word Undo or Redo button didn’t work
264
Track Changes is Not Working Right
265
Training At A Glance Isn't Updating Properly
266
Pasted in Content is Not All Showing in a Block
268
How to Check for LGPro Styles
269
I Accidentally Pasted in Formats from Source Documents
270
Page vi
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Getting Started
Getting Started
Learn Your Way
This Instruction Manual is designed to meet your needs
You do not need to read this manual cover to cover
Suggested Reading
We do suggest that you read through the section titled “A Few Things
Every User Should Understand”. Yes, it looks like a lot of pages, but
there’s plenty of white space, it’s easy to read and you will gain
fundamental knowledge that will make using LeaderGuide Pro™ easier
You will find three types of focused help in this manual

Typical Work Scenarios

Detailed instruction sets on using each LGPro function

Troubleshooting guidance
Let your mouse do the walking

The page numbers in the Table of Contents link to the actual pages
– Place your cursor before a page number, press the Control
(Ctrl) key on your keyboard and click your mouse and you will
be taken to the page you selected
Links to more…
On many pages you will find links to more information. Click the link to
follow it to another page in this document. We suggest that you note
the page you are currently on before following the link, so that it’s
easy to go back to.
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page vii
Getting Started
Instruction Manual
How to Use this Instruction Manual
Use the Table of Contents to locate and navigate to the information
you need
This Instruction Manual contains a number of different sections,
including

Activating and Deactivating the Software

Learn Your Way

A Few Things Every User Should Understand

Scenarios – Practical Guidance to Help You Accomplish Common
Work Tasks Better, Faster and Easier

Functionality – How to Use the LGPro Ribbon Buttons and
Functionality

Organization & Macrostructure – How to Work in the Various
Sections of a Leader Guide

Troubleshooting

Additional Ways to Get Instruction & Help
A Few Things Every User Should Understand
We recommend that you read through this section to gain
fundamental knowledge about LGPro that will make it easier to use
the software and to use the instruction sets in this manual

Time required: 30 – 40 minutes
Two different learning paths
Page viii

Scenario-driven – Steps to follow to use LGPro to accomplish your
daily work tasks more efficiently

Functionality-driven – Step-by-step detailed instruction, illustrated
with screenshots, on how to use all of the LGPro functions
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Getting Started
Navigating in this Manual
There are several quick ways to move around this Manual when
viewing the Word version

Use the Word Ctrl+Click function to follow the hyperlinks
– in the Table of Contents
– in the pink shaded page references following the phrase “Learn
more on page” such as Learn more on page 16

Before you follow a link, check the page number you are on so that
it’s easy to return to
– Use the Scroll Bar Pull button on the right side of your screen to
determine what page you are currently on (click on it)
– and to quickly return to the page you were on after following a
link (click and pull up or down)

Use the LGPro Go To function, for instance
– Go To Next Module takes you to the next section/topic in the
Manual
– Go To Next Lesson takes you to the next subtopic within the
Module you are in
– Once you click on “Go To Next…” the double up and double
down arrows in the lower right corner of your screen will take
you to either the previous (up) or the next (down) occurrence
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page ix
Getting Started
Instruction Manual
Navigating in this Manual, continued
In the PDF version of this manual


Page x
Contents
Click on the Bookmarks button to open the Table of
Click on the topic or subtopic you would like to go to
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Additional Ways to Get Instruction & Help
Additional Ways to Get Instruction & Help
24/7 Web Options
Go to www.leaderguidepro.com
Search our

Knowledge Base

FAQs
Watch our

Instructional Videos
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page xi
Additional Ways to Get Instruction & Help
Instruction Manual
Web-based User Training
Sign up for a 90 minute, one-on-one user training session
Hands on instruction and guidance on how to use LeaderGuide Pro™
to meet your needs
Purchase sessions at www.leaderguidepro.com
Page xii
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Additional Ways to Get Instruction & Help
On-site User Training
One-day and two-day user training at your location
Customized to meet your needs
Hands on instruction on how to use all of the LeaderGuide Pro™
functionality
Contact us at [email protected] to set up a time to discuss
your needs
Purchase sessions at www.leaderguidepro.com
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page xiii
Additional Ways to Get Instruction & Help
Instruction Manual
Service and Maintenance Agreements
Annual Service and maintenance agreements available
Receive phone-based incident resolution services, automatic upgrades
to new product releases and discounts off the purchase of additional
licenses
Contact us to request a quote for your annual service agreement
[email protected]
Page xiv
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Training At A Glance
Training At A Glance
Time
5 minutes
Module
Description
Activating and
Learn how to Activate and Deactivate LeaderGuide
Deactivating your Pro™
LeaderGuide Pro™
Software
5 minutes per A Few Things
Every User Should
topic
Understand
A tool is only as good as the person using it. Read
through this section to gain a fundamental
understanding of LeaderGuide Pro™ as a tool. As
you gain proficiency in using LeaderGuide Pro™
you will improve and streamline your work process
and strengthen your ability to document
instructional scenarios in a clear, consistent and
professional manner.
10 -15
minutes per
scenario
Scenarios
Read through a scenario that sounds like
something you need to do to get ideas and
guidance on what to think about and how to use
LGPro to accomplish the scenario goal
5 – 10
minutes per
button
Functionality –
How to Use the
LGPro Ribbon
Buttons
Look up the LGPro button you need to know how
to use and follow the instructions. These
instructions also apply to ParticipantGuide Pro™
5 – 10
minutes per
utility
LGPro Utilities –
Customizing Tools
Look up the Utility you need to use and follow the
instructions provided
5 – 10
minutes per
section
Organization &
Macrostructure:
Working in the
Sections of a
Leader Guide
Look up the section you need to know more about
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page xv
Training At A Glance
5 minutes
george!
5 minutes per Troubleshooting
issue
Page xvi
Instruction Manual
Get to know george! He is an add in to PowerPoint
and he gives you more control over importing and
updating PowerPoint files in your leader guides
and participant guides.
Look up the issue you are having trouble with
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Activating and Deactivating your
LeaderGuide Pro™ Software
Goal
The purpose and goal of this module is make sure that you know how
to activate your LeaderGuide Pro™ software for your ongoing use, and
to also make sure that you understand what you need to do should
you want to transfer your license to another user or to another
computer.
Time
5 minutes
Overview
Learn how to Activate and Deactivate LeaderGuide Pro™
Materials Needed

Instruction Manual
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 1
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
About Activating and Deactivating LGPro
The Activation and Deactivation process is not complete until you
Submit your Activation or Deactivation form to Great Circle Learning

Online Registration
– Requires an internet connection and communicates to Great
Circle Learning automatically

Manual Registration
– Requires you to attach your Activation or Deactivation form to
an email and send it to [email protected]
The red Pro button at the beginning of the LGPro ribbon
Opens a dialog box that provides information about the

version of LeaderGuide Pro™ that is installed on your computer
and any software updates that may be available
And contains the buttons you use to
Page 2

Activate the software

Deactivate the software
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
About Activating and Deactivating LGPro,
continued
Activate

Means that you want to register as a licensed user

Requires that you enter a Product Key

Once Activation is complete the LeaderGuide Pro™ software is
– unlocked for use
– by the registered user
– on the computer is it installed on
Deactivate

Means that you want to disable LeaderGuide Pro™ on the
computer it is currently registered on to free up the Product Key for
reassignment

Requires that you complete the Deactivation process on the
computer that you want to deactivate LGPro on

Once Deactivation is complete
– The Product Key associated with the deactivated license is
available for use to Activate LeaderGuide Pro™ on another
computer
FYI
LeaderGuide Pro™ is licensed per computer and user
In other words, every person who will be using LeaderGuide Pro™ will
need a license
Product Key

Available for purchase at www.leaderguidepro.com
– We suggest you save a copy of your Product Key in a safe place
– Your Product Key will be required any time you need to Activate
your license to LeaderGuide Pro™ on a new computer

Once purchased
– Your Product Key information will always be available to you in
the My Account area at www.leaderguidepro.com
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 3
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Activating LeaderGuide Pro™
Steps to Follow to Activate LeaderGuide Pro™

Purchase a Product Key at www.leaderguidepro.com

Open LGPro by clicking on either the RED desktop icon, or Start/All
Programs/LeaderGuide Pro 7 Plus/LGPro 7 Plus

Click on the red Pro button in the About group on the LGPro ribbon

You will see this dialog box; Click on Activate
– You will receive a message letting you know that Word will close
during the Registration process; if you have any other Word
documents open you should save them before continuing
(Continued on next page)
Page 4
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™, continued

After clicking on the Activate button you will see this dialog box

Complete the form
– You will need your Product Key
– Be sure that the product you are activating is the one that is
checked
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 5
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™ by Registering Online

Click on Register Online
– Requires an internet connection
– Follow the prompts

Your Activation will be completed within moments

FYI: If you see this dialog box, Click on Yes and register manually
Steps to follow to Activate LeaderGuide Pro™ by Manual Registration

Click on Register Manually; and if you haven’t already done so,
complete the Registration Form; You will need your Product Key
(Continued on next page)
Page 6
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™ by Manual Registration,
continued

Click on Register Manually again
– you will be asked to verify your email address and then you will
see this dialog box

This dialog box is telling you that you must
– send an email to [email protected] with a copy of a file
named “LGProLicense.docx” attached to the email
– and with “Register LeaderGuide Pro” in the email subject line

It is also showing you the file path to your LGProLicense.docx file
– the file path should be pointing you to your User Registration
Form subfolder in your LeaderGuide Pro Library folder in your
Documents Directory in Windows Explorer

Click on the User Registration Form folder to open it to access your
LGProLicense.docx file
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 7
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™ by Manual Registration,
continued
Within one business day of sending us your LGProLicense.docx file

You will receive an email back from us with a file by the same
name: LGProLicense.docx

Save the file we are sending you in
– Documents/LeaderGuide Pro Library/User Registration Form
– REPLACING the form that’s already there with the same name

Page 8
Open LeaderGuide Pro™; you will see this dialog box
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™ by Manual Registration,
continued

Click on the green text that says Click Here to Begin Demo Use

You will be told you have no more demo uses remaining, and you
will see the LGPro ribbon along the top of your screen

Click on the red Pro button and you will see a dialog box like this
– Click on Activate
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 9
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Activating LeaderGuide Pro™, continued
Steps to follow to Activate LeaderGuide Pro™ by Manual Registration,
continued
Page 10

After you click on Activate you will see this dialog box, with your
information in it

Click on Register Manually and you will receive this message

Click on OK and you can begin using LeaderGuide Pro™
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Activating LeaderGuide Pro™, continued
Once the Activation process is complete

This license to LeaderGuide Pro™ will be available
– for use on the computer it is registered on
– by the registered user

Should you need assistance, contact us at
[email protected]
FYI
LeaderGuide Pro™ is licensed per computer and user
In other words, every person who will be using LeaderGuide Pro™ will
need a license
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 11
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Deactivating LeaderGuide Pro™
Steps to Follow to Deactivate LeaderGuide Pro™
On the computer that you want to deactivate LeaderGuide Pro™ on

Open LGPro by clicking on either the RED desktop icon, or Start/All
Programs/LeaderGuide Pro 7 Plus/LGPro 7 Plus

Click on the red Pro button in the About group on the LGPro ribbon

You will see a dialog box like this
– Click on the Deactivate button
(Continued on next page)
Page 12
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Deactivating LeaderGuide Pro™, continued
Steps to follow for Online Deactivation – requires an internet
connection

After clicking on Deactivate you will be taken into the Registration
form for the computer you are on

Click on the red Deactivate Registration button in the lower right
corner of the form

You will receive this message letting you know that you are about
to deactivate this computer’s e LGPro software registration

When you click on Yes, if you have an internet connection your
Deactivation will be completed within minutes and this license will
be available for reassignment
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 13
Activating and Deactivating your LeaderGuide Pro™ Software
Instruction Manual
Deactivating LeaderGuide Pro™, continued
Steps to follow for Manual Deactivation

If you do not have an internet connection you will see this message
after clicking on Yes

And then you will see this message

This dialog box is telling you that
– you must send an email to [email protected] with a
copy of a file named “LGProLicense.docx” attached to the email
– and with “Deactivate LeaderGuide Pro” in the email subject line

It is also showing you the file path to your LGProLicense.docx file
– the file path should be pointing you to your User Registration
Form subfolder in your LeaderGuide Pro Library folder in your
Documents Directory in Windows Explorer
– Click on the User Registration Form folder to open it to access
your LGProLicense.docx file
(Continued on next page)
Page 14
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Activating and Deactivating your LeaderGuide Pro™ Software
Deactivating LeaderGuide Pro™, continued
Steps to follow for Manual Deactivation, continued

The last message you will see is this message

Within one business day of sending us your LGProLicense.docx file
you will receive an email back from us confirming that this license
to LGPro has been deactivated and is available for reassignment
Once the Deactivation process is complete

This license to LeaderGuide Pro™ will be available for Activation
(Registration) on another computer

The Product Key associated with this license will be required to
complete the Activation process

Your Product Key information is always available to you in the My
Account area at www.leaderguidepro.com

Should you need assistance, contact us at
[email protected]
FYI
LeaderGuide Pro™ is licensed per computer and user
In other words, every person who will be using LeaderGuide Pro™ will
need a license
Transition to A Few Things Every User Should Understand
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 15
A Few Things Every User Should Understand
Instruction Manual
A Few Things Every User Should
Understand
LeaderGuide Pro™ is a powerful tool.
It comes into play when you are ready to create the instructional
materials that support your training programs.
LeaderGuide Pro™ is intuitive and easy to use.
You will soon be wondering how you ever worked without it. It will
change for the better the way that you do your work, resulting in:

Improved and streamlined work processes

Improved ability to address instructional scenarios with clearer
thinking and better documentation
Time
5 minutes per topic
Overview
A tool is only as good as the person using it. Read through this section
to gain a fundamental understanding of LeaderGuide Pro™ as a tool.
As you gain proficiency in using LeaderGuide Pro™ you will improve
and streamline your work process and strengthen your ability to
document instructional scenarios in a clear, consistent and
professional manner.
Materials Needed

Page 16
Instruction Manual
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Accessing your LeaderGuide Pro™ software
Click on the LeaderGuide Pro™ 7 Plus desktop icons
To open LeaderGuide Pro™ 7 Plus to create a new leader
guide or to open an existing leader guide click on the red LGPro 7 Plus
icon
To open ParticipantGuide Pro™ 7 Plus to create a new
participant guide or open an existing participant guide click on the
turquoise PGPro 7 Plus icon
To open this LeaderGuide Pro™ 7 Plus Instruction Manual
click on the red Question Mark icon
Or, click on the Start button in the lower left corner of your computer
screen
And then click on

All Programs

LeaderGuide Pro 7 Plus
You will see these options
– Click on LGPro 7 Help to open this Instruction Manual
– Click on LGPro 7 Plus to open LeaderGuide Pro™ 7 Plus
– Click on PGPro 7 Plus to open ParticipantGuide Pro™ 7 Plus
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 17
A Few Things Every User Should Understand
Instruction Manual
Macros – LGPro Macros are Safe
You MUST enable Macros in Word for LeaderGuide Pro™ to function
Depending on your computer settings, Macros may automatically run
when you open an LGPro document and you will not need to take any
action
However…
If you see a Security Warning like this

Click on Options…
– And in the dialog box that appears, click on Enable this content
Troubleshooting
See next page…
Page 18
How to Use LeaderGuide Pro™ – It's Easy!
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A Few Things Every User Should Understand
Macros – LGPro Macros are Safe, continued
If you can see the LGPro ribbon, but the buttons won’t work
Do you actually have a LeaderGuide Pro™ document open?

After opening LGPro, you must then either
– Click on the Blank page button to Create a new leader guide
– Or, click on the Folder button to Open an existing leader guide
If you have opened a new or existing LeaderGuide Pro™ document and
you see the LGPro ribbon, but the buttons won’t work

Look for the Macros Security Warning in the upper left corner of
your screen
– just above your LeaderGuide Pro™ document
– and just under the LGPro ribbon
– It is small and easy to miss
– Click on Options/Enable this content

If you do not see the Macros Security Warning
– You need to take action to set your Macros to ensure that you
receive the Security Warning so that you have the option to
allow the LGPro macros to run
– Learn how to do this on page 20
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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A Few Things Every User Should Understand
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How to Set Your Macros in Word 2007
You may need to set your Macros
To ensure that you receive the Security Warning that gives you the
option to allow the LGPro macros to run

Open a Word document and Click on
– the Office button in the top left corner of your screen (1)
– Word Options (2)
– Trust Center (3)
– Trust Center Settings (4)
– Macros Settings (5)
– Disable all macros with notification (6)
– Click OK

This will ensure that you receive the Macros Security Warning
– So that you can select the option to “Enable this content”
– which allows the LGPro macros to run
1
Page 20
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Accessing the LeaderGuide Pro™ Utilities
Click on

the Start button in the lower left corner of your computer screen

All Programs

LeaderGuide Pro 7 Utilities
– Select the Utility you want from the drop down menu

Colors and Logo; Learn more on page 219

Convert to V7; Learn more on page 223

LGP Blocks; Learn more on page 224

LGPro Styles; Learn more on page 227

PGPro Blocks; Learn more on page 224

PGPro Styles; Learn more on page 227

Setup Master Library; Learn more on page 231

Update Master Library; Learn more on page 233
Customize your Librarian Registry Record Form Meta tags
While this is not listed in your Utilities Menu, it is an important
customizing feature; Learn more on page 235
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Accessing the LeaderGuide Pro™ Utilities,
continued
When you are going to run a Utility
Meaning that you are going to make changes to your LGPro Template
using a Utility Worksheet
Make sure that you close out of everything else on your computer
This is not necessary if all you are doing is opening a Utility to
familiarize yourself with it
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How to Use LeaderGuide Pro™ – It's Easy!
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A Few Things Every User Should Understand
When Working in LGPro You are in Word
LeaderGuide Pro™ documents are Word documents
When you create a new LGPro document or open an existing LGPro
document you are in Word with LeaderGuide Pro™ open too
Anything you can do in Word you can do in a LeaderGuide Pro™
document

You will see the LGPro tab along the top of your screen, just before
the Word Home tab

When the LGPro tab is selected the LGPro ribbon is showing and is
available for use

Clicking on any of the other Word tabs will bring up that tab’s
ribbon

To return to the LGPro ribbon, click on the LGPro tab
You can share your LGPro documents with others

Anyone you share your LGPro documents with will be able to
– Open them like any other Word document
– Work in them like any other Word document
– They do not need to have LeaderGuide Pro™ installed on their
computer

However, they will not have access to the LGPro ribbon and the
LGPro functionality unless they have LeaderGuide Pro™ installed
on their computer
Always keep a master copy of any LGPro document you share with
non-LGPro users
Because, it is easy for those not familiar with LeaderGuide Pro™ to
inadvertently delete things that will have a negative impact on your
ability to use all of the LGPro functionality the next time you open the
document
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 23
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LeaderGuide Pro™ Terminology
You say tomato…

Leader Guide – the printed manual used by your trainers

Program Name – the title of your training program/course/class

Module – a topic/section/chapter in your training program

Lesson – a subtopic within a Module

Participant Workbook – a.k.a. Participant Guide

Trainer – a.k.a. Instructor or Facilitator

Important Note – an LGP Block formatted to call attention to
something important the trainer needs to know

Paste Special – a.k.a. Insert Unformatted. Strips out source
formatting of copied text and applies the LeaderGuide Pro™
formatting associated with the paragraph mark you place your
cursor next to when you click on the Paste Special button

TAG or TAAG – the Training At A Glance, which builds and updates
each time you click the TAG button

Update All Fields –click on this button to update page numbers,
Table of Contents, page headers and footers, slide numbering,
changes made to the Program Name, Program Rationale, Learning
Objectives, Module Name, Module Time, Module Process, and
Lesson Name fields

Compress/Unlink Graphics – click this button after importing slides
or graphics to compress their file size and remove links to their
source documents, thus reducing the leader guide file size

Break Table – inserts a paragraph mark in between LGP Blocks

LGP Title – applies the LGPro Title style of Arial Bold 12 point font
with 9 points before and 9 points after

LGP Text – applies the LGPro Text style of Book Antiqua 12 point
font with 0 points before and 9 points after

LGP Bullet 1 – applies a bullet, like the one you see here
– LGP Bullet 2 – applies a sub-bullet, like the one you see here
Page 24

Promote Text – changes selected text to the previous, higher style

Demote Text – changes selected text to the next, lower style

Text Entry Elements – inserts a small graphic and pre-formatted
default text into LGP and PGP blocks
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
The LGPro Ribbon and Buttons
When you open LeaderGuide Pro™
You will see the LGPro tab in the top left corner of your screen, just
before the Home tab and the LGPro ribbon will be showing

You are in Word with LeaderGuide Pro™ also open

Clicking on any of the other Word tabs will bring up that tab’s
ribbon

To return to the LGPro ribbon, click on the LGPro tab

The LGPro ribbon contains these button groups
– About
– Start
– Module/Lesson Control
– LGP Text/Table Formatting
– Controls
– LGP Blocks and Other Automated Entry Elements

Hovering over a button will provide information about what it does

Learn how to use all of the LGPro ribbon buttons in the
Functionality section of this Instruction Manual
– The Table of Contents lists each button
– Navigate to the page you need from the Table of Contents using
the Ctrl+Click function
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 25
A Few Things Every User Should Understand
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LGP Blocks
LGP Blocks like this one are what you use to build your leader guide

An LGP Block is a row in a table
– Consisting of two cells

The cell on the left contains an icon (graphic) to
– Visually cue the trainer as to what to say or do next

The cell on the right contains text to
– Grab the trainer’s attention with a headline, and
– Provide a manageable chunk of content related to the
headline, directing the trainer as to what to say or do
When you click on an LGP Block button

An LGP Block will be inserted into your leader guide just below the
spot where your cursor is

You can insert LGP Blocks in any order
To remove an LGP Block from a leader guide

Highlight the entire Block (row) and CUT it
To move a Block to somewhere else in your leader guide

Highlight the entire Block (row) and CUT it

Highlight the Block you want your cut Block to appear
before/above

Paste it in – use the regular Word Paste function to do this
If you want a different icon graphic in a Block that you have inserted

Put your cursor in the block you want to change

Insert your preferred Block right below it, from the LGPro ribbon

Copy the old Block content and paste it into the new Block
Do not copy an icon graphic from one Block and paste it over the icon
graphic in another block – this will cause problems later when you
want to extract content
Page 26
How to Use LeaderGuide Pro™ – It's Easy!
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A Few Things Every User Should Understand
The LeaderGuide Pro Library Folder
LeaderGuide Pro™ adds a folder to your Documents directory in
Windows Explorer that is named LeaderGuide Pro Library
The LeaderGuide Pro Library

Leave this folder in place – don’t delete it or move it

This is your LOCAL Library - it contains the following subfolders:
– George Documents – Only included if you have george! installed on
your computer
– Leader Guides
– LGP Lesson Archive
– LGP Module Archive
– LGP Template Customizations
– Participant Guides
– PGP Lesson Archive
– PGP Module Archive
– PGP Template Customizations
– PowerPoint Slides
– User Registration Form
– zLGPro Librarian Registry Files
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 27
A Few Things Every User Should Understand
Instruction Manual
The LeaderGuide Pro Library Folder, continued
LGPro will default to this Library folder and the appropriate subfolder
when you

Save your Leader Guides and Participant Guides

Archive Modules and Lessons

Save your LGPro and PGPro Template customizations
Accept this and Archive/Save to these LGPro Library locations
AND - LeaderGuide Pro™ also adds a second Library folder to your
Documents directory in Windows Explorer

This folder is named LeaderGuide Pro Master Library

You will move this folder to a shared location once your company’s
Master Library is set up

The subfolders in your Master Library Folder mirror the subfolders
in your Local Library
– Except for the User Registration Form folder, which is unique to
you and is stored in your Local Library only
Page 28
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Leader Guide Document Structure
Every time you create a new LGPro document it contains the following
sections in the same order

Cover page
– Do not delete the Page break at the end of this page

Acknowledgements page
– Do not delete the Section break at the end of this page

Table of Contents
– Automatically builds for you as you add Modules and Lessons

Getting Started
– About This Guide
– The Program In Perspective
– Program Preparation

Training At A Glance (unless you select LGPro Express)
– Do not delete the red text and Section break at the end of this
page

New Module overview page
– Do not delete the placeholders for important information on
this page

New Lesson page
– Do not delete the red text and paragraph mark at the end of
this page; this must always be the very last thing in your leader
guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 29
A Few Things Every User Should Understand
Instruction Manual
Places to Add Content in a Leader Guide
Add content to these places in a leader guide at any time in any order

Cover page
– Displays your Program Name
– If you need to change your Program Name, change it on this
page
– Learn more on page 243

Acknowledgements page
– Contains your copyright information, legal notices and
acknowledgements
– Do not delete the Section break at the end of this page

Getting Started section; Learn more on page 247
– Program in Perspective page
– Add key information about the Program Rationale, Learning
Objectives, Program Timing, Class Size
– Learn more on page 34
– Program Preparation page
– Add key information about Pre-work, Required Materials,
Room Set-up, Instructor Preparation
– Learn more on page 35

New Module (Topic)
– An overview page that provides concise summary information
about just this topic within your training program
– Learn more on page 37

New Lesson (Subtopic)
– Every Module has at least one Lesson
– Lessons are where you add LGP Blocks, into which you add
your instructional content – what you want the trainer to say
and do to run this segment of the training session
– The very first New Lesson page in every new leader guide
contains non-printing red text that must always be the very last
thing in your leader guide
– Learn more on page 38
Page 30
How to Use LeaderGuide Pro™ – It's Easy!
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A Few Things Every User Should Understand
Cover Page
The Cover page is the first page of every new leader guide

It displays the Program Name that you entered into the “Create a
LGPro document” dialog box when you clicked on the Blank Page
button to start a new leader guide
Use the LGPro Colors & Logo Utility to customize this page

Start/All Programs/LeaderGuide Pro 7 Utilities/Colors and Logo;
Learn more on page 219
“Program Name” repeats at various places inside your leader guide
If you need to change the Program Name, make your changes on the
Cover page
– Click on the Update All Fields button to update references to
the Program Name elsewhere in your document; Learn more on
page 148
Do not change the LGPro Program Name Style associated with your
program name/course title; Learn more on page 44
To add graphics or additional text to the Cover page
You may need to adjust the “points before and points after” format
setting for the Program Name; Learn more on page 262
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 31
A Few Things Every User Should Understand
Instruction Manual
Acknowledgements Page
The second page in a new leader guide is the Acknowledgements page

You must leave this page in place in a two-sided leader guide

Do not delete the Section break at the end of this page

To remove the default content that is always included on this page
– Highlight the entire Block (row) and CUT it; Learn more on page
186

Page 32
The Program Name repeats along the top of this page; Learn more
on page 31 and on page 148
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Table of Contents
Table of Contents

You will have the option to refresh the Table of Contents every time
you click on the Update All Fields button; Learn more on page 148

Displays the Introductory Material and the Modules and Lessons in
your leader guide
– Modules (Heading 1)
– Lessons (Heading 2)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 33
A Few Things Every User Should Understand
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Program in Perspective Page
The Program in Perspective page

Always appears in the same place in every leader guide

Provides placeholders prompting you to add important information
about
– Program Rationale
– Learning Objectives
– Program Timing
– Class Size
Information you add regarding Program Rationale and Learning
Objectives

is automatically carried over to a Participant Guide if you later run
a Participant Guide extract
You can add LGP Blocks to this page to include other important
information; Learn more on page 188
Page 34
How to Use LeaderGuide Pro™ – It's Easy!
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A Few Things Every User Should Understand
Program Preparation Page
The Program Preparation page

Always appears in the same place in every leader guide

Provides placeholders prompting you to add important information
about
– Pre-Work
– Required materials
– Room set-up
– Instructor Preparation
You can add LGP Blocks to this page to include other important
information; Learn more on page 188
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 35
A Few Things Every User Should Understand
Instruction Manual
Training At A Glance Page
The Training At A Glance page

Always starts out as a blank page, other than the heading

Build it by clicking on the TAG button; Learn more on page 145

Refresh it by clicking on the Update All Fields button; Learn more
on page 148

Add information about new Modules and refresh current
information every time you click on the Update All Fields button
followed by the TAG button

Do not delete the red text and Section Break
The Training At A Glance draws its content from the Module Overview
pages you add to your leader guide
Learn more on page 81 and on page 145
Page 36
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
New Module Overview Page
LGPro always includes the first New Module overview page for you
It always appears in the same place in every leader guide and provides
placeholders prompting you to add important information about
– Module Name, Time, Overview, Materials Needed

A Module is a Topic in your training program

Insert New Modules into a leader guide by clicking on the New
Module button; Learn more on page 81

Modules you add always start on a new page and
– are preceded by a Transition Block at the end of the previous
Lesson page (added by LGPro when you add a New Module);
Learn more on page 195
– are listed in both the Training At A Glance and the Table of
Contents
– the current Module name always appears in the page header
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 37
A Few Things Every User Should Understand
Instruction Manual
New Lesson Page
LGPro always includes the first New Lesson page for you
In the same place in every leader guide, right after the first New
Module page

The first New Lesson page in a leader guide starts out blank other
than
– a Lesson Name placeholder and
– non-printing red text, which must always be the very last thing
in your leader guide
This page is where you begin adding your instructional content

What you want the trainer to do and say to lead the class

To work in this page
– Name the Lesson
– Insert an LGP Block and add content to the Block
– Continue adding Blocks and content
– Learn more on page 188

Insert additional Lessons by clicking on the New Lesson button;
Learn more on page 86

New Lessons always
– start on a new page
– are listed in the Table of Contents, as a subheading under the
Module they are in
Page 38
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Paragraph Marks and Non-printing Characters
¶
LeaderGuide Pro™ turns on the Paragraph Marks in Word
Paragraph marks look like this: ¶
Leave them turned on when you are working in LeaderGuide Pro™ and
ParticipantGuide Pro™ documents

They help you know precisely where your cursor is in your
document, which is important when using LeaderGuide Pro™

If you would like to turn them off
– Click on the ¶ button in the Paragraph group on the Home tab
of the Word 2007 Ribbon
– To turn them back on, click on the ¶ button again
When the Paragraph Marks are on

You will also see other non-printing characters in your document
that you might not be used to; everything highlighted in purple
below is a non-printing character

You can’t delete them, just ignore them, they do not print

They disappear from your screen when you turn your paragraph
marks off, and when you go into Print Preview
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 39
A Few Things Every User Should Understand
Instruction Manual
Section Breaks
Section Breaks looks like this
Do not delete the Section Breaks you see in your LeaderGuide Pro™
and Participant LeaderGuide Pro™ documents

They control the setup of the Headers and Footers

Deleting them will cause errors in your page numbering and in your
header and footer text

When your Paragraph Marks are turned off
– you will not see the Section Breaks, which means it will be easy
for you to inadvertently delete them
In a new leader guide there are two Section Breaks, found at the end
of these two pages
Page 40

The Acknowledgements page

The Training At A Glance page
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Red Text
Red Text
You will see red text in your Leader Guides in two places
– at the end of the Training At A Glance
– on the last page of your document – this must always be the
very last thing in your leader guide
The red text is:
– non-printing
– there to call your attention to and stop you from deleting the
Section Break and paragraph mark it backs up to
Do not delete the red text and anything that follows it
You will also see non-printing red text if you insert

Assessment Blocks, Case Study Content Blocks and Handout
Content Blocks

Don’t delete the red text
– If you delete the red text around these blocks, your
assessments, cases and handouts will not extract into other
documents
Example of red text around Assessment Blocks
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 41
A Few Things Every User Should Understand
Instruction Manual
Use LGPro Functionality First
Use the LGPro (or PGPro) buttons to perform the functions you need

Only when you need a function that LGPro doesn’t perform should
you use the Word functions; such as
– Save
– Close
– Cut
Because

LeaderGuide Pro™
– frees you from having to be a Word expert
– is faster and more efficient
– automates many of the advanced features of Word
– allows you to click one LGPro button to execute a series of
Word commands to achieve a desired result
To Undo or Redo

To Undo an action
– Use the Word Cut or Delete functions rather than clicking on
the Word Undo button

To Redo an action,
– Execute the command again from the LGPro ribbon rather than
clicking on the Word Redo button
Because:
When you click an LGPro button you are often executing a series of
Word commands, while clicking on the Word Undo or Redo button only
addresses one command (the last one), so you may not get the result
you want with the Undo and Redo buttons
Page 42
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A Few Things Every User Should Understand
Word Commands You will Use
Here are Word commands you will use when working in LGPro
documents
It is handy to have them on your Word Quick Access Toolbar

Show/Hide ¶
– So that you can easily turn your Paragraph Marks off if needed
and then on again

Print Preview
– Because it’s helpful to see how your Lesson pages are laying
out after you’ve been working in your document a while

Styles
– To display the Styles Window so that you can check the Style
associated with ant text you highlight, and so that you can
apply an LGPro style if needed

Table Properties
– To open the Table Properties dialog box so that you can select
the option to “Allow Row to break across pages” when you have
more content for an LGP Block than will fit on one page

Increase Indent
– To create third and fourth level bullets
– LGPro provides first and second level bullets

Save, Save As and Close
A best practice when you are ready to close an LGPro document is to
1. Save the document
2. Close the document using the Word Close command
– instead of the X, which is for exiting Word and forces a
document close in the process
3. And then exit out of Word if you want to
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 43
A Few Things Every User Should Understand
Instruction Manual
LGPro Styles
LeaderGuide Pro™ relies on its Style Names to perform many of its
functions
Do not change the Style Name associated with any of the LGPro styles
However, you can change (Customize) the type of font used and the
style characteristics of these seven key LGPro Styles
– Program Name
– Heading 1, Module Title (appears in the Table of Contents)
– Heading 2, Lesson Title (appears in the Table of Contents)
– LGP Title (the first line in any LGP Block)
– LGP Text (the body text in any LGP Block; dictates the look of
the LGP Bullet 1 and LGP Bullet 2)
– zLGP Header
– zLGP Footer
Customize these styles using the LGPro Styles Utility; changes can be
made to everything but the Style Name; Learn more on page 227
Learn how to check for an LGPro style on page 269
The LGPro Styles associated with your current LGPro template
Meaning the font and style characteristics of the seven key LGPro
Styles listed above

Will automatically be applied to every
– new LGPro document you create
– existing LGPro document you open through LGPro using the
Folder button
This means that an existing leader guide that was built using different
styles

will automatically be updated to the font and style characteristics
of your current LGPro template, which you will see reflected in the
seven key LGPro Styles
If you don’t want the styles of an existing leader guide to be updated to
your current styles

Page 44
Reapply the Custom LGPro Styles that match the leader guide you
need to open before you open it; Learn more on page 238
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
Copying & Pasting
LeaderGuide Pro™ will maintain a consistent document format for you
To ensure that your training documents have a professional
appearance
Do

Use Paste Special
– To paste content from other documents into your leader guide
or participant guide. Place your cursor where you want your
content to appear and click on the Paste Special Button on the
LGPro ribbon; Learn more on page 135
– If what you paste in does not reflect the appropriate LGPro
style, use the LGP Text Formatting buttons on the LGPro ribbon
to change the style to meet your needs; Learn more on page
131

Always insert LGP Blocks from the LGPro ribbon
– Each LGP Block icon graphic is uniquely coded with its own
LGPro Style Name so that you can easily extract content into
other documents; Learn more on page 186
Don’t

Copy an LGP Block icon (graphic) and Paste it over the icon graphic
in another LGP Block
– This will result in you not getting everything you want when you
run an extract
Be careful
When you need to retain the source formatting of content you are
adding you can use the regular Word Paste function; however

Pasting in Section Breaks will impact headers, footers and page
numbering; remove Section Breaks before you paste in if possible

Pasting in Heading 1 and Heading 2 styles will result in content
with those styles taking on the look of LGPro Module and Lesson
headings and this content will appear in the Table of Contents
once you Update All Fields; adjust source styles before you paste in
Consider
SnagIt to capture your source content as a graphic; then use the Word
Insert/Picture from File function to add it; this will alleviate issues
related to Section Breaks and Heading 1 and Heading 2 styles
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 45
A Few Things Every User Should Understand
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Do You Know Where Your Cursor Is?
Always make sure your cursor is where it should be before you click on
an LGPro button
For instance, when you

Add a new Module
– you should be at the spot in your document where you want
your Module to begin; same with a new Lesson

Add an LGP Block
– It will go in just below where your cursor is

Import content using Librarian
– It will insert at the spot where your cursor is

When you format font
– It will change the style of the paragraph your cursor is sitting in
Page 46
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
A Few Things Every User Should Understand
How to Use ParticipantGuide Pro™
When using ParticipantGuide Pro™ refer to this manual for guidance
The ribbon buttons and functionality are virtually the same
The big differences are

There is no Training At A Glance in a Participant Guide

There are no Module Overview pages in a Participant Guide
– Although the Module/Lesson structure is there

There is a Show/Hide button on the PGPro ribbon that allows you
to make the PGPro Block icon graphics non-printing
– So even though you will still see them on your computer screen,
they will not print
– The icons are necessary for the extract functionality

You can choose from three different template styles for participant
guides
Transition to Scenarios
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 47
Scenarios
Instruction Manual
Scenarios
Goal
The purpose and goal of this module is to help you think through how
to use LeaderGuide Pro™ to improve the way you deal with common
work challenges related to the development of training materials
Time
10 -15 minutes per scenario
Overview
Read through a scenario that sounds like something you need to do to
get ideas and guidance on what to think about and how to use LGPro
to accomplish the scenario goal
Materials Needed

Page 48
Instruction Manual
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from Scratch
Objective

Use LeaderGuide Pro™ to create a new leader guide
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…
The agenda for this class

Outline the topics that will be addressed in this training program
– Include subtopics in your outline
Steps to Follow

Open LGPro by clicking on either
– the RED desktop icon, or
– Start/All Programs/LeaderGuide Pro 7 Plus/LGPro 7 Plus

Click on the Blank Page button in the Start group on the LGPro
ribbon
– Complete the Create a New Leader Guide dialog box as best
you can and click Continue; Learn more on page 75

Save the document
– You are now in your new leader guide, in Word, with LGPro open

You will be on the Cover page; Learn more on page 243
– If you need to add to or change the Program Name, do it on this
page

Begin adding content; Learn more on page30
– Look at your outline
– Add content in logical, manageable chunks
– The hierarchy is Module, Lesson, LGP Block
– You will truly begin adding the content that guides your trainer
through opening the class and delivering the training program
in your first Module and its first Lesson
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 49
Scenarios
Instruction Manual
Create a Leader Guide from Scratch, continued
Steps to Follow, continued

The New Module page
– Type in the name of your first topic
– Add the other information called for on this page if you have it;
don’t remove anything from this page right now
– Learn more on page 81

The New Lesson page
– Highlight “New Lesson” and type over it with the name of your
first Lesson, the first subtopic in your current Module
– This is where you begin adding LGP Blocks to tell your trainer
what to say and do as the class opens
– Leaving your cursor in the Lesson name, click on an LGP Block;
Type in a headline, hit Enter and type in the content you want in
this Block
– Leaving your cursor in the Block, click on another LGP Block;
Type in a headline, hit Enter and type in the content you want in
this Block
– Learn more about LGP Blocks on page 186 and on page 188

When copying content from another source, use the LGPro Paste
Special button to add the content; Learn more on page 135

Maintain a consistent and profession page appearance by using
the LGP Text Formatting buttons; Learn more on page 131

When you are ready to move on to your next Lesson (subtopic)
– Place your cursor at the spot where you want to your next
Lesson to start
– Click on the New Lesson button; Learn more on page 86

When you are ready to move on to your next Module (topic)
– Place your cursor at the spot where you want to your next
Module to start
– Click on the New Module button; Learn more on page 81
(Continued on next page)
Page 50
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from Scratch, continued
Steps to Follow, continued

To update your Table of Contents
– Click on the Update All Fields button in the Controls group on
the LGPro ribbon; Learn more on page 148

To generate your Training At A Glance
– Click on the TAG button in the Controls group on the LGPro
ribbon; Learn more on page 145

To update your Training At A Glance
– Click on the Update All Fields button
– And then click on the TAG button
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 51
Scenarios
Instruction Manual
Create a Leader Guide from a PowerPoint File
Objective

Use LeaderGuide Pro™ to create a new leader guide from a
PowerPoint file
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…
The agenda for this class. Outline the topics that will be addressed in
this training program; include subtopics
Steps to Follow

Create a new Leader Guide; Learn more on page 75

From anywhere in your leader guide, click on
– the Special button in the Controls group on the LGPro ribbon
– Import Finished Slides; Learn more on page 154

Click on the PowerPoint folder that is now available to open along
the bottom of your screen
– Navigate to the PowerPoint file you want, highlight it and click
Open

In the Importing Slides dialog box; Learn more on page 155
– Click on Add
– Select your Add preferences; Learn more on page 161
– Click on Continue

Wait until you see a message that the Import is complete, click OK

You now have one or more Modules in your leader guide, with one
Lesson per Module
– All of your slides are in LGPro Projected Image Blocks; Learn
more on page 189
– If you imported notes too, they are in Speaker Notes Blocks
below the slides they associate with; Learn more on page 212

Page 52
Start with the first Module and begin editing and adding content
around your slides and notes; Learn more on page 253
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from a PowerPoint File,
continued
Steps to Follow, continued

Maintain a consistent and profession page appearance by using
the LGP Text Formatting buttons; Learn more on page 131

When you are ready to move on to your next Lesson (subtopic)
– Place your cursor at the spot where you want to your next
Lesson to start; this can be in a Block or by a paragraph mark
– Click on the New Lesson button; Learn more on page 86

When you are ready to move on to your next Module (topic)
– Place your cursor at the spot where you want to your next
Module to start; this can be in a Block or by a paragraph mark
– Click on the New Module button; Learn more on page 81

To update your Table of Contents
– Click on the Update All Fields button in the Controls group on
the LGPro ribbon; Learn more on page 148

To update your Training At A Glance
– Click on the Update All Fields button
– And then click on the TAG button; Learn more on page 145
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 53
Scenarios
Instruction Manual
Create a Leader Guide from Multiple Slide Files
Objective

Use LeaderGuide Pro™ to create a leader guide from multiple
PowerPoint files
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…

Create an outline of your training program by
– Modules (topics) and
– Lessons (subtopics)

Is it feasible to merge the PowerPoint files into one for import
purposes? If so, proceed to running an advanced import; if not,
read on – there is more to think about

Associate your PowerPoint files with your Modules and Lessons
– You will be using the LGPro Special/Import Finished Slides/Add
function so it is important for you to think through ahead of
time which slide files belong where
– And, for each of your PowerPoint files you will have the option
to add slides only, or slides and notes, or notes only so you also
need to think about this ahead of time. You can handle each
PowerPoint file as needed, you don’t have to make the same
choice for each file
– Learn more about Add on page 161

If you know that some or all of the PowerPoint files you plan to
import will ultimately undergo some changes as you work through
your program development process
– Then, at some point in the future, you will also be using the
LGPro Special/Import Finished Slides/Replace function to
update your leader guide with edited PowerPoint files
– So it will be time well spent now to anticipate as best you can
what the changes might be; This will help you take steps now to
ensure that the updating process is efficient and painless when
the time comes
– Learn more about Replace on page 159
(Continued on next page)
Page 54
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from Multiple Slide Files,
continued
How LGPro brings PowerPoint files into a leader guide

Add
– Places slides into Projected Image Blocks and notes into
Speaker Notes Blocks and adds them in their chronological
order to the last page of your leader guide, just ahead of the
red text

Add/Advanced Import
– Places the first slide and/or notes in your PowerPoint file into
the first Lesson in the first Module in your leader guide, adding
the Module and Lesson names for you based on what you
specify
– And, will insert additional Modules and Lessons in between the
rest of the slides and/or notes within the PowerPoint file you
are importing, as per your specifications

Add/Advanced Import/Add behind existing modules
– This option automatically inserts new Modules and their first
new Lessons for you, after your existing Modules and Lessons
– Places the first slide and/or notes in your PowerPoint file into
the first Lesson in the first Module that you are adding
– And, will insert additional Modules and Lessons in between the
rest of the slides and/or notes in your PowerPoint file

Replace
– Relates to slides only; will not replace/update notes; and does
not affect the first line in Projected Image Blocks - “Show Slide
#: “ followed by a slide title if you typed one in
– Performs a one-for-one Find and Replace service for you,
beginning with the very first Projected Image Block in your
leader guide and moving on from there; replacing existing Block
content with the slides in the PowerPoint file you are importing
– If the file you are importing contains more slides than you have
Projected Image Blocks for in your leader guide, the extra slides
will be added to the very end of your leader guide, placed in
Projected Image Blocks
– Alternatively, if you are importing fewer slides than the number
of Projected Image Blocks in your leader guide, the extra
Projected Image Blocks in your leader guide will not be affected
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 55
Scenarios
Instruction Manual
Create a Leader Guide from Multiple Slide Files,
continued
Steps to Follow

After thinking through how your PowerPoint files relate to your
leader guide Modules and Lessons
– Follow the same steps as for creating a leader guide from a
PowerPoint file; Learn more on page 52

You may follow those steps more than once, depending on
– How your slide files relate to your Modules and Lessons
– How you decide to structure your leader guide to streamline the
anticipated updating process at a later point in time

If each of your slide files associate with a different Module in your
leader guide
– Run multiple imports, in order
– After the first import you can either
– insert a New Module at the end of your leader guide and do
a simple Add import
– or you can do an Add/Advanced Import/Add behind existing
modules import, setting up your new Module and Lesson in
the Advanced Import dialog box and letting LGPro insert
them for you during the import process; Learn more on
page 167

If multiple slide files belong in one Module
– Run multiple imports, in order
– After the first import do simple Add imports to bring in the rest
of the PowerPoint files that belong in this Module
– After any import you can insert a New Lesson at the end of your
leader guide if the next slide file you are importing belongs in a
new Lesson

Page 56
You can always use the Librarian Reorder Modules and Lessons
function if you need to move things around later, or if you forget to
add a file in the correct order; Learn more on page 114
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Update a Leader Guide Created with Multiple
PowerPoint Files
Objective

Use LeaderGuide Pro™ to update a leader guide created from
multiple PowerPoint files
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…

Associate your updated PowerPoint files with your Modules and
Lessons
– You will be using the LGPro Special/Import Finished
Slides/Replace function to update your leader guide with the
edited PowerPoint files
How LGPro updates Projected Image Blocks in a leader guide

Replace
– Performs a one-for-one Find and Replace service for you
– Relates to slides only
– Will not replace/update notes
– Does not affect the first line in Projected Image Blocks - “Show
Slide #: “ followed by a slide title if you typed one in
– Begins with the first Projected Image Block in your leader guide
– Replaces whatever is currently in existing Projected Image
Blocks with the slides in the PowerPoint file you are importing

FYI: our new product george! for PowerPoint 2003 will update both
slides and notes
– Learn more at www.george4ppt.com
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 57
Scenarios
Instruction Manual
Update a Leader Guide Created with Multiple
PowerPoint Files, continued
Steps to Follow
Step One

Approach this one Module and one associated PowerPoint file at a
time

Open your leader guide and use Librarian to archive the Modules
that you are going to be working with; Learn more on page 102

If you have PowerPoint files associated with discrete Lessons,
archive the Module the Lesson(s) are in anyway and then delete
the unnecessary Lessons in Step 3
Step Two

Once everything is archived
– Create a new leader guide; it doesn’t matter what you name it,
this is just a temporary document that will serve as the vehicle
for you to easily run the Import/Replace function
Step Three

Place your cursor before the red text at the end of the leader guide
and use Librarian to insert one of your archived Modules; Learn
more on page 107
– Then use Librarian to delete the New Module in your leader
guide so that the only Module in your leader guide is the one
you just imported; Learn more on page 111

If the PowerPoint file you are importing contains more slides than
you have Projected Image Blocks for
– insert placeholder Projected Image Blocks in the appropriate
places so that all of the slides you are importing will be placed
in the spots where they belong; Learn more on page 193

If you are importing fewer slides than the number of Projected
Image Blocks in this Module, remove (Cut) the Projected Image
Blocks that are no longer needed

After making sure that the number of slides you are going to import
matches the number of Projected Image Blocks in the Module, run
the Import/Replace; Learn more on page 158
– Click on the Update All Fields button and Save; You will get the
slide numbering back in true order after you add all of your
updated Modules back into your master leader guide
Page 58
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Update a Leader Guide Created with Multiple
PowerPoint Files, continued
Steps to Follow, continued
Step Four

Use Librarian to archive your updated Module, naming it so that it
is clear this is your new, updated Module; if you really have just a
Lesson that’s been updated, archive just the Lesson

Place your cursor before the red text at the end of the leader guide
and use Librarian to insert another of your archived Modules that
needs updating

Use Librarian to delete the first Module in your leader guide, which
is the one you just finished updating and re-archiving, so that the
only Module in your leader guide is the one you just inserted

Make sure that the number of slides you are going to import
matches the number of Projected Image Blocks in the Module, and
run the Import/Replace

Click on the Update All Fields button and Save

Repeat Steps Three and Four as needed until all of your Modules
have been updated
Step Five

Open your master leader guide

Place your cursor at the spot where your first update Module
belongs
– Use Librarian to insert your first archived updated Module
– Use Librarian to delete the old version of this Module

Repeat until all updated Modules have been inserted and all old
Modules have been deleted

Click on the Update All Fields button followed by the Training At A
Glance button

Save your leader guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 59
Scenarios
Instruction Manual
Create a Leader Guide from Archived Content
Objective

Use LeaderGuide Pro™ and Librarian to create a leader guide from
archived Modules and Lessons
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…

The outline for this training program

The order in which you need to insert the archived Modules and
Lessons into your leader guide

Are there additional Modules and Lessons that you will be creating
without building off of existing, archived content? How do they fit
into your program outline?
Cursor placement is important
When you insert archived Modules and Lessons they will insert into
your leader guide at the spot where your cursor is sitting
Steps to Follow

Open LGPro

Click on the Blank Page button and create a new leader guide

Scroll through to the New Lesson page, which is currently the last
page in your leader guide

Place your cursor
– by a paragraph mark on the page below the New Lesson title
area and above/before the red text on this page
– or at the spot in your leader guide where you want your
imported content to appear

Click on the Librarian button in the Module/Lesson Control group
on the LGPro Ribbon
– Click on Insert Archived Modules or Lessons
(Continued on next page)
Page 60
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from Archived Content,
continued
Steps to Follow, continued

Follow the prompts to navigate to either your local or master
Library

Click on
– the folder that contains the file you need
– the archived content you want to insert

And then click on Open to Insert the content into your leader guide

You will be taken back to the Librarian Insert Archived Modules or
Lessons dialog box, with a message that the Insertion is complete

To add another archived Module or Lesson immediately after the
one you just inserted, click on the Insert button again

Or, click on Done
Once back in your leader guide
You will be on the last page of your inserted content

Check the page breaks before and after the inserted content

Click on the Update All Fields button to update your headers and
footers, slide numbering (if any), page numbers and Table of
Contents

If you’ve inserted one or more Modules, click on the TAG button to
update your Training At A Glance
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 61
Scenarios
Instruction Manual
Create a Leader Guide from Non-LGPro Content
Objective

Use LeaderGuide Pro™ to create a leader guide from source
content in other documents
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…

The outline for this training program, in terms of Modules (topics)
and Lessons (subtopics)

The nature of your source content and how you will migrate it into
LeaderGuide Pro™ format; for instance
– Is it a Word document? If not, can you access a Word version?
– Is it heavily formatted?
– Are there a lot of bulleted or numbered lists?
– Are there Tables and forms?
– How much of the source formatting needs to remain, if any?

If you have multiple files, think about the order in which you will
draw on them as you create your leader guide
Maintaining a consistent font and page layout style is important
Most of the time you will be stripping out the source formatting either
before or as you are adding the content to your leader guide so that
the LGPro styles can apply; Learn more on page 44 and on page 45
Steps to Follow

Familiarize yourself with the macro structure of a LeaderGuide
Pro™ document before you begin adding content
– Learn about leader guide document structure on page 29
– Learn about places to add content on page 30
– Learn about Modules on page 37 and on page 81
– Learn about Lessons on page 38 and on page 86
– Learn about LGP Blocks on page 26 and on page 188
Page 62
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from Non-LGPro Content,
continued
Steps to Follow, continued

Open LGPro, click on the Blank Page button and create a new
leader guide

If you have content to add to the Program in Perspective or
Program Preparation sections go ahead and add it
– Use Paste Special; Learn more on page 135
– Use the LGP Text Formatting buttons; Learn more on page 131
– Add LGP Blocks if needed; Learn more on page 188

Complete the first new Module page

Add a Lesson name to the New Lesson page, which is currently the
last page in your leader guide

Place your cursor by a paragraph mark on the page below the New
Lesson title area and above/before the red text on this page

Click on an LGP Block to use to contain your first chunk of content

Copy the content from your source document

Place your cursor back in your LGP Block and click on the Paste
Special button to add your source content to your leader guide

Continue in this way, adding new Lessons and new Modules as
needed
Alternative Steps to Follow

Create a new leader guide a described above

Click on Special/Attach LGPro Template
– Follow the steps for this on page 184
– Work with your attached content as described

Insert the content into your leader guide using Librarian

Also, review the Copying & Pasting guidelines on page 45
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 63
Scenarios
Instruction Manual
Create a Leader Guide from a Participant Guide
Objective

Use ParticipantGuide Pro™ to create a leader guide from a
Participant Guide
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”

You have a Participant Guide created using ParticipantGuide Pro™

And you used PGPro Blocks to contain (most of) the content you
want to export to a leader guide
Think about…

Your leader guide and participant guide documents will not be
linked
Steps to Follow

Open ParticipantGuide Pro™

Open the Participant Guide you want to extract content from to
create a leader guide

If you have content that you want to move into your leader guide
that is not inside of a PGPro Block
– Highlight it and then click on Special/Set Bracketed Areas for
Extract; Learn more on page 183
– Repeat as needed

If there are only certain instances of a particular Block that you
want to move into your leader guide
– Go to the first instance and place your cursor at the beginning
of the first line of text in the Block
– Click on Special/Mark selective Blocks for Extract; Learn more
on page 182
– Repeat as needed
(Continued on next page)
Page 64
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Create a Leader Guide from a Participant Guide,
continued
Steps to Follow, continued
The steps that follow are the same as the steps to extract a participant
guide from a leader guide, explained in detail with screen shots
beginning on page 175 and summarized below

Click on Special/Extract Leader Guide Text
– Check Manually Selected if you’ve Set Bracketed Areas and/or
Marked Selective Blocks
– Check the PGPro Blocks you want to extract
– If you have Assessments, Cases and/or Handouts in your
Participant Guide that you’d like to extract to your leader guide
check that specification as well
– Click on Continue

You will be prompted to allow the extraction process to continue

You will be prompted to name and save your new leader guide

Your screen may jump and flash – this is normal

Wait until you receive a message that the extract is complete and
click OK

You will be in your leader guide and your Participant Guide will also
still be open
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 65
Scenarios
Instruction Manual
Update Slides in a Leader Guide
Objective

Update the slide images in Projected Image Blocks in an existing
leader guide
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”

You have an updated PowerPoint file
Think about…

Your leader guide and PowerPoint files will not be linked

Associate your updated PowerPoint files with your Modules and
Lessons
– You will be using the LGPro Special/Import Finished
Slides/Replace function to update your leader guide with the
edited PowerPoint files
How LGPro updates Projected Image Blocks in a leader guide

Replace
– Performs a one-for-one Find and Replace service for you
– Relates to slides only
– Will not replace/update notes
– Does not affect the first line in Projected Image Blocks - “Show
Slide #: “ followed by a slide title if you typed one in
– Begins with the first Projected Image Block in your leader guide
– Replaces whatever is currently in existing Projected Image
Blocks with the slides in the PowerPoint file you are importing
(Continued on next page)
Page 66
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Update Slides in a Leader Guide, continued
Steps to Follow

Open LGPro and open your leader guide

If the updated PowerPoint file you are importing contains more
slides than you have Projected Image Blocks for in your leader
guide
– insert placeholder Projected Image Blocks in the appropriate
places in your leader guide so that all of the slides you are
importing will be placed in the spots where they belong

If you are importing fewer slides than the number of Projected
Image Blocks in your leader guide
– remove (Cut) the Projected Image Blocks that are no longer
needed

After making sure that the number of slides you are going to import
matches the number of Projected Image Blocks in your leader
guide
– Click on Special/Import Finished Slides/Replace
– Learn more on page 158

Click on the Update All Fields button to update your slide
numbering

Save your file
Alternative Steps to Follow if you have george!
If you used george! to send this PowerPoint file into a leader guide in
the first place, you can use george! to run the update

Open your PowerPoint file

Click on the george! tab and click on Update

Locate the leader guide file you need to update

Clear any other files from the update dialog box (unless you want
to update them too)

Run the update

That’s it!
Note: You still need to make sure that the number of slides you are
going to import matches the number of Projected Image Blocks in your
leader guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 67
Scenarios
Instruction Manual
Numbering – The Best Way to Apply Numbers to
Items and Lists
Objective

Create numbered lists in your leader guide
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Steps to Follow

Open LGPro and open your leader guide

Highlight the line of text or the list that you want to number

Click on the Home tab

Click on the Clear Formatting button in the Font group
– This will remove the LGPro Style from your highlighted text
– This is necessary to ensure that your numbering will carry over
if you extract this numbered content into a Participant Guide
– Most likely, your highlighted text is now in a different font; you
can adjust the font using the Word Font button
Page 68

Use the Word numbering function to apply your numbers

Repeat as necessary

Save your file
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
Inserting Multiple Pages of Text into an LGP
Block
Objective

To paste a lengthy chunk of source content into one LGP Block and
allow it to flow over multiple pages
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Steps to Follow

Open LGPro and open your leader guide

Go to the place in your leader guide where you need to add your
content

Insert the LGP Block you want to use

Place your cursor in the Block

Click on the Word Layout tab
– Click on Properties
– In the dialog box that appears, click on Row
– Check the box next to Allow row to break across pages
– Click OK

This will allow the Block to break and flow across as many pages as
needed to display all of your content

Copy the content you need from your source document

Place your cursor in the Block and click on the Paste Special
button to add the content to your Block

Click on the Update All Fields button to update your Table of
Contents

Save your file
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 69
Scenarios
Instruction Manual
I Need More than One Customized LGPro
Template
Objective

To have more than one customized LGPro Template available for
use to create leader guides for different products or clients
Assumptions

LeaderGuide Pro™ is installed and registered on your computer

You’ve read through “A Few Things Every User Should Understand”
Think about…

Make a detailed list of the exact custom specifications for each
custom LGPro Template you will need

Make sure you have access to the appropriate size and dpi logos
and graphics you plan to use; Learn more on page 224

You can only run ONE customized LGPro Template at a time, and
the styles associated with it will apply to all new leader guides you
create as well as to any existing leader guides you open with it
What you can customize at the template level

Use the LGPro Utilities to add a logo and custom colors to the cover
page, customize the seven key LGPro Text styles (Learn more on
page 44 ), and customize the LGP Block icon graphics and default
text
What you must customize in an actual leader guide document

The default content that loads in the first 12 pages of every new
leader guide
How to save, maintain and use your custom LGPro Templates

Set up a special Folder for each custom leader guide to store all of
your LGPro Custom Utilities Worksheets and your master custom
base leader guide

Always use your saved LGPro Custom Utilities Worksheets to
reapply styles when needed

Always use your saved master custom base leader guide as the
basis from which to create new leader guides
(Continued on next page)
Page 70
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Scenarios
I Need More than One Customized LGPro
Template, continued
Steps to Follow to Create a Customized Leader Guide Template
Create one custom leader guide at a time, ending with the one you
need to use currently

Start by using the LGPro Utilities to customize at the template level
– Remember to carefully save the Custom Worksheets you are
about to build in a special designated folder that you can easily
find when you need it
– To add a logo and custom colors to the cover page, follow the
instructions on page 219
– To customize the seven key LGPro Text styles, follow the
instructions on page 227
– To customize the LGP Block icon graphics and default text,
follow the instructions on page 224

Next, open a new leader guide
– In the Create a New leader guide dialog box, name this file
something like “Master Custom Style XX Leader Guide” and
then set up the footer info just the way you will always need it
when using this custom leader guide
– Make any further adjustments to the look of the cover page;
Learn more on page 31
– Edit the default content in the 12 pages in this new leader
guide as needed
– Save this base master custom leader guide in your special
designated folder along with your Custom Worksheets
Repeat this process as needed to create additional Custom Leader
Guide Templates, ending with the one your currently need
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 71
Scenarios
Instruction Manual
I Need More than One Customized LGPro
Template, continued
Steps to Follow to maintain and use your custom LGPro Templates
You can only use one custom LGPro Template at a time, and the
template level customizations that are currently in use will apply to

all new leader guides you create

all existing leader guide you open through LeaderGuide Pro™
When you need to create a new leader guide using your current styles

Open LGPro and open your master custom leader guide for this
style

Immediately use the Word Save As function and save this file with
new name (and to any location you want to)
– This will preserve your master leader guide for reuse
When you need one of your other custom LGPro Templates

Before you open an existing leader guide that was created with a
different custom template, or to create a new leader guide with a
different custom template
– Use your saved LGPro Custom Utilities Worksheets to reapply
the styles you need; Learn more on page 238
– Now open existing files
– Or, to create a new leader guide in this style, open your master
custom leader guide for this style, immediately use the Word
Save As function and save this file with new name
If you open one style leader guide while another style LGPro Template
is in place

Don’t panic, just close it and reapply the proper custom template
styles

Open the file again under its proper template and the styles will
update to what they should be
Transition to Functionality – How to Use the LGPro Ribbon Buttons
Page 72
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Functionality – How to Use the LGPro
Ribbon Buttons
Goal
The purpose and goal of this module is to teach you how to use every
button on the LGPro ribbon
Time
5 – 10 minutes per button
Overview
Look up the LGPro button you need to know how to use and follow the
instructions. These instructions also apply to ParticipantGuide Pro™
Materials Needed

Instruction Manual
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 73
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Opening LeaderGuide Pro™
To open LGPro 7 Plus

Click on
– the RED icon on your desktop
Or:
– Start\All Programs\LeaderGuide Pro 7 Plus \LGPro 7 Plus
After opening LGPro your screen will look like this
Page 74

The LGPro tab is showing and you see the LGPro ribbon

To start get started, click on either the
–
Blank Page button to Start a brand new leader guide
–
Folder button to Open an existing leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Blank Page Button – Create a new LGPro
document
Click on the Blank Page button to create a new leader guide
Assumption: You have opened LeaderGuide Pro™

This button is found in the Start group on the LGPro ribbon

Hovering over the button reveals the button description
– Create a new LGPro Document

After clicking on the Blank Page button you will see this dialog box
Create a New Leader Guide dialog box
If you simply click on Continue your new leader guide will set up with

“Program Name” as the title of your training program on the Cover
and Acknowledgements page, in the even numbered page footers,
and in several places in the Introductory Material section

“© 2009” in the odd numbered page footers

“Rev. Date xx/xx/xxxx” below the Copyright in the odd numbered
page footers

Set up for two-sided printing, with full LGPro functionality
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 75
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Blank Page Button – Create a new LGPro
document, continued
Working in the Create a New Leader Guide dialog box

Enter the name of your training program
– You can change it at any time later on
– Do this in your leader guide, on the Cover page; Learn more on
page 31

Enter your copyright information, such as
– © 2009 My Company, Inc. All rights reserved.
– You can also type over the default copyright text to enter
anything else you prefer to have in the footer
– If you have more text than will fit in the space provided, enter
the rest once in your document by clicking on the text in the
footer to open the footer
– In a two-sided leader guide your copyright information appears
in the odd numbered page footers

Rev. Date = Revision Date
– If you click on “No” the revision date will disappear and will not
show in your footer
– If you leave “Yes” checked the revision date you see will show
up in your footer. The date that you see in the dialog box (the
current date) will appear in your document as a fixed date
– You can type over the default Rev. Date with anything you
would prefer to have showing in your footer
– In a two-sided leader guide this text appears under your
Copyright in the odd numbered page footers
Page 76
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Blank Page Button – Create a new LGPro
document, continued
Regarding the Printing and Functionality Options
Page set up for Printing (1)

If you accept our default of Two-sided printing
– LGPro will set up your page headers and footers and margins
properly for a professional appearance in a finished two-sided
printed book

If you select One-sided printing
– LGPro will set the pages up for printing on one side of the paper
only

If you want to change this setting after you get into your document
you will have to do it manually, using Word’s Page Layout function
– If you don’t know how to do this it is best to decide now how
you will print and let LGPro handle the page set up for you
LGPro Functionality (2)

Generally you will always want FULL LGPro functionality

Selecting EXPRESS disables the
– Training At A Glance functionality
– Go To navigation
– Automatic insertion and updating of Transition blocks between
Modules

Use Express when you
– have a very short training program
– don’t need the Training At A Glance
– want to delete parts of or all of the Introductory section
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 77
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Blank Page Button – Create a new LGPro
document, continued
Once you click on Continue you will be taken into Windows Explorer

To your Leader Guides subfolder (1) in your LeaderGuide Pro
Library folder; Learn more on page27

Your file name will show with the phrase “Leader Guide” after it (2)

Even though you are working in Word 2007 the file will be saved as
a Word 97-2003 document (2)
– For the sake of compatibility should you share this file with
individuals using an earlier version of Word

You have the option to change the location where you store your
leader guide (3) and
– The file name and file type
Page 78
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Folder Button – Open an Existing Leader Guide
Click on the Folder button to create a new leader guide
Assumption: You have opened LeaderGuide Pro™

This button is found in the Start group on the LGPro ribbon

Hovering over the button reveals the button description
– Open an existing LGPro document
Once you click on the Folder Button you will be taken into Windows
Explorer

To your Leader Guides subfolder in your LeaderGuide Pro Library
folder
– Browse to find your document
– Learn more about the LeaderGuide Pro Library folder on page
27 and on page 101
Opening your existing LGPro documents this way will ensure that:

Your LGPro template is always attached to the document

Macros enable for you, which is necessary for LGPro to run; learn
more on page 18
Saved LGPro documents are Word documents
While you can open saved LGPro documents the same way you open
any other Word document, if you want the LGPro ribbon available, you
will need to enable the Macros and you may need to attach the LGPro
template
Save yourself the bother and simply make it a habit to open existing
LGPro document through LeaderGuide Pro™ as described above
Sharing saved LGPro documents
Anyone who has access to your leader guides can

open them the same way they open any other Word document

work in them like any other Word document
They will not have the LGPro ribbon and functionality available to them
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 79
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Update Template Styles Button
Update My LGPro Template with the LGPro Styles from this
document
Click on this button to make the LGPro styles in the current leader
guide your standard leader guide template styles

This button is found in the Start group on the LGPro ribbon

Hovering over the button reveals the button description
– Update My LGPro template with the LGPro styles from this
document
Once you click on the Update My LGPro Template button

Your screen will jump and flash while your leader guide template is
updated

When complete, you will still be in your current leader guide

Your updates styles will apply to
– all new leader guides, and to
– any existing leader guides that you open using the LGPro Folder
button
You can also update your leader guide template styles by

Page 80
Using the LGPro Styles utility; Learn more on page 227
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Module Button
Click on the New Module button to insert a new
Module into your leader guide
Assumption: You have placed your cursor in the spot where you want
the new Module to appear

This button is found in the Module/Lesson control group on the
LGPro ribbon

Hovering over the button reveals the button description
– New Module
When you start a new leader guide

The first New Module is inserted for you, along with the first New
Lesson page; Learn more on page 37

Insert a New Module every time you are about to begin a new Topic
LeaderGuide Pro™ asks you to organize your training program into
Modules and Lessons, or said another way, Topics and Subtopics

A Module (topic) is a self-contained portion of your training
program – like a chapter in a book
– a Lesson is a subtopic within a Module

From a pure document structure point of view a Module is a onepage Overview of the topic
– This page contains placeholders for 5 categories of information
that pertain to just this portion of the training program
– Module Name
– Goal
– Time
– Overview
– Materials
– Leave these placeholders in place to avoid future errors with
your Training At A Glance

This page provides you trainer with a summary overview of the
topic that is about to be covered to help your trainer manage the
class effectively
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 81
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
New Module Button, continued
Steps to follow to add a New Module to a leader guide

Place your cursor in the spot where you want to add the module
– Either in an LGP Block in your current Lesson that you want to
move into the first Lesson in your new Module, or by a
paragraph mark below the last Block in your current Lesson

Click on the New Module button
– A Page Break will be inserted and you will be taken to the top of
the next page, your new Module overview page

FYI: If you scroll back to the previous page, you will see that a
Transition Block was automatically added to the end of that Lesson
page
– This happens every time you add a New Module, because
Transition Blocks are necessary for building the Training At A
Glance
– Learn more on page 195
Steps to follow to work in the New Module page

Do not change the style of, or bullet, or number the text you add to
the Time and Overview Blocks on this page

New Module
– Type over this phrase with your Module title
– To change what you’ve typed in, either highlight the entire
name and type over it, or backspace

Goal
– Briefly explain the objective of this Module
– Or, list the learning objectives that are addressed

Time
– Enter the time allotted for just this module

Overview
– Briefly describe what the trainer will do in just this module

Materials Needed
– List the materials the trainer will need to run this module
Page 82
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Module Button, continued
Steps to follow to Update your Table of Contents with this New Module

From anywhere in your document, click on the Update All Fields
button; Learn more on page 148
– Say Yes to the question about updating the Table of Contents
– You can use the Go To button to navigate to your Table of
Contents to see your changes; Learn more on page 153
– And then you can navigate back to this Module page from the
Table of Contents using CTRL + Click by the page # in the Table
of Contents
Steps to follow to Update your Training At A Glance with information
about this New Module

From anywhere in your document, click on the TAG (Training At A
Glance) button
– You will be taken to your Training At A Glance page
– Learn more on page 145
The following information from your Module overview page will appear
in the Training At A Glance
– Module Name
– Time
– Overview

To change what appears in the Training At A Glance, return to the
Module page to make your edits
– After making your edits, click on the Update All Fields button

If the Training At A Glance does not reflect the info you have
entered on your Module page
– It may be that the Style Names associated with the Module
Name, Time and Overview have inadvertently been changed;
Learn more on page 266
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 83
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
New Module Button, continued
This is a New Module overview page
Page 84
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Module Button, continued
Example of a completed Module overview page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 85
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
New Lesson Button
Click on the New Lesson button to insert a new Lesson
into your leader guide
Assumption: You have placed your cursor in the spot where you want
the new Lesson to appear

This button is found in the Module/Lesson Control group on the
LGPro ribbon

Hovering over the button reveals the button description
– New Lesson
The first New Lesson is inserted for you when you start a new leader
guide

Right after the first New Module page; Learn more on page 38

New Lesson pages start out blank other than
– a Lesson Name placeholder and
– if your New Lesson page is currently current last page in your
leader guide – non-printing red text, which must always be the
very last thing in your leader guide
This page is where you begin adding your instructional content that
details exactly what you want the trainer to do and say to lead the
class
Page 86
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Lesson Button, continued
Steps to follow to insert a New Lesson

ALWAYS stay ahead of/before the red text, which must always be
the very last thing in your leader guide

Place your cursor in the spot where you want the new Lesson to
appear
– Either in an LGP Block in your current Lesson that you want to
move into the new Lesson you are about to add, or by a
paragraph mark below the last Block in your current Lesson

Click on the New Lesson button
– The first thing you will see after clicking on the New Lesson
button is this dialog box

Type in a Lesson Name
– You can change it any time later in your leader guide
– Always go to the first page of a Lesson to change the name

A Page Break will be inserted and you will be taken to the top of
the next page, your new Lesson page

New Lessons always
– Start on a new page
– Appear in the Table of Contents as a subheading under the
name of the Module they are in

Your new Lesson page will contain
– Your Lesson Name and nothing else (except the red text if this
is currently the last page of your leader guide)
– Unless you had your cursor sitting in an LGP Block in your
previous Lesson when you clicked on the New Lesson button, in
which case that Block and any other content that followed it will
appear on the page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 87
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
New Lesson Button, continued
Steps to follow to work in the New Lesson page

Insert an LGP Block and add content to the Block; Learn more on
page 186

Continue adding Blocks and content; Learn more on page 188

If you have a lot of content to add to a Block and it seems to
disappear into the bottom of the page, you must either
– chunk it out into multiple Blocks
– or use the Word/Layout/Table Properties function to “Allow row
to break across pages”; Learn more on page 268

If you want to move a Block to the next page, click on the Continue
Lesson button; Learn more on page 90

When it is time to move on to a new subtopic in the current
Module, click on the New Lesson button

When it is time to move on to a new topic, click on the New Module
button

Always work before/ahead of the red text – do not delete the red
text or work below/after it
Steps to follow to Update your Table of Contents with this New Lesson

From anywhere in your document, click on the Update All Fields
button
– Say Yes to the question about updating the Table of Contents
– You can use the Go To button to navigate to your Table of
Contents to see your changes; Learn more on page 153
– And then you can navigate back to the first page of this Lesson
from the Table of Contents using CTRL + Click by the page # in
the Table of Contents
Page 88
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Lesson Button, continued
Sample Lesson page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 89
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Continue Lesson Button
for you
The Continue Lesson button performs two functions

Adds a “Lesson, continued” heading on each page in the Lesson
you are in, other than the very first page of the Lesson

Moves LGP Blocks to the top of the next page
Assumption: You have placed your cursor in the correct spot

This button is found in the Module/Lesson Control group on the
LGPro ribbon

Hovering over the button reveals the button description
– Continue Lesson
Steps to follow to add a “Lesson, continued” heading on each page in
the Lesson you are in, other than the very first page of a Lesson

Place your cursor in the first LGP Block on the second page of a
Lesson

Click on the Continue Lesson button; it will
– insert a Page break and
– add a light gray shading that is non-printing and
– add “, continued” after the Lesson Name on each page in the
Lesson you are in
Example, as you see it on your computer screen
Here is the same example viewed in Print Preview mode
Page 90
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Continue Lesson Button, continued
Steps to follow to move content to the next page

Place your cursor in any Block anywhere in the Lesson other than
the first LGP Block on the second page of a Lesson

Click on the Continue Lesson button; it will
– insert a Page break
– and, move the Block your cursor was in to the top of the next
page, followed by all the content that was behind that Block
– and, add a light gray shading that is non-printing and the word
“, continued” after the Lesson Name on each page in the
Lesson you are in
If you change your mind and delete a page break that comes before a
“Lesson, continued” heading

The “Lesson, continued” heading may remain, showing up on your
current page, as in the example below
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 91
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Continue Lesson Button, continued
Steps to follow to remove a “Lesson, continued” heading
Page 92

Highlight the “Lesson, continued” heading and any paragraph
marks that may precede it

Cut the highlighted area to remove it
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Break Button – Coffee Cup
The New Break button

inserts a new page in your leader guide

with a Module heading that will appear in your Table of Contents
and your Training At A Glance

to signal the trainer to take a scheduled Break, like Lunch
Assumption: You have placed your cursor in the place in your leader
guide where you want the Break to appear

This button is found in the Module/Lesson Control group on the
LGPro ribbon

Hovering over the button reveals the button description
– New Break
The New Break button impacts your document structure

Clicking on the New Break button inserts a
– Transition Block and a page break at the end of the current
Lesson page, and a
– New Break page

Inserting this type of Break is like inserting a new Module;
references to it will appear in your
– Training At A Glance
– Table of Contents
– Page header

You must insert a New Module right after this type of Break
– because you need to change the page header from referencing
the Break back to referencing a Module topic
– so, if you aren’t really starting a New Module after this Break,
insert a New Module anyway, naming it something like
“Previous Module Name, continued”
– or, use a different method to cue the trainer to take a break
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 93
Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
New Break Button – Coffee Cup, continued
Steps to follow to insert a Break

Place your cursor in the spot in your leader guide where you want
the Break to appear
– Preferably by a paragraph mark outside of an LGP Block
– If your cursor is in a Block, it will be moved onto its own page,
after the Break, outside of any Lesson or Module
– You can either Cut the Block and move it back into the end of
the Lesson before the Break if that’s where it belongs; or put
your cursor in the Block when you insert the New Module that
will follow the Break, which will set the Block as the first one in
the Lesson that goes with your new Module

Click on the New break button
– You will see a dialog box like this; enter a Break name and
click OK - for instance, Lunch Break

A Transition block will be inserted at the end of the current Lesson,
followed by a page break

You will be taken to the top of the next page
– your New Break page
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New Break Button – Coffee Cup, continued
Steps to follow to complete the New Break page

Enter the New Break information
– Be careful not to change the styles in the Time and Overview
Blocks; Learn more on page 266

In the Overview Block
– Type in something like “Take a break”
– Or type in anything the trainer should do while participants take
a break, such as distribute handouts for an activity that will
occur right after the break, modify the room set up, etc.

Don’t remove the Blocks on this page, they relate to the Training At
A Glance
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
New Break Button – Coffee Cup, continued
Steps to follow to add a New Module after the Break page

Place your cursor next to the Page Break on the Break page
– Or by a paragraph mark below the last Block on the Break page

Click on the New Module button
– Name the Module and then name the first Lesson in this new
Module

Complete the new Module page info and move on to the Lesson
Steps to follow to add the Break and new Module and Lesson to the
Table of Contents

Click on the Update All Fields button
– Say “yes” to the Table of Contents question
Steps to follow to add the Break and new Module to the Training At A
Glance

Page 96
Click on the TAG button
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
New Break Button – Coffee Cup, continued
Can’t I add a Break without it showing up in the Training At A Glance
and the Table of Contents?
Yes! Add an LGP Block and type in “Take a Break”
– One of the custom icon graphics available to you is a red Coffee
Mug
– Or, use the Time Block because it displays a Clock icon
– Or, you could use the “Take a Break” Text Entry Element; Learn
more on page 215
Take a Break
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Librarian Button
Clicking on the Librarian button brings up this menu
Librarian automates the management of content within the current
leader guide AND automates the curriculum record keeping function
facilitator ALL of your training programs

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon

Hovering over the button reveals the button description
– Librarian
Some of the functionality available to you through the Librarian button
is also available through the Update Library Registry Utility; Learn more
on page 233
The Librarian button performs these functions related to content in
your current leader guide with a couple of mouse clicks

Archive Modules and Lessons from your current leader guide for
– reuse in other leader guides and training documents and
sharing with colleagues
Page 98

Create a Librarian Registry Record of the content you are archiving
for curriculum management purposes; Records are stored in an
automated Excel workbook

Insert previously archived Modules and Lessons into the current
leader guide

Delete existing Modules and Lessons from the current leader guide

Reorder existing Modules and Lessons within your leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian Button, continued
In addition to all of the content management functionality just
described…
The Librarian button automates the creation and maintenance of
training program (course) records

A mouse click brings up an easy to use record form that is
customized to your company; Learn more on page 235

The form will transfer the record information you add to the
Librarian Registry that was set up when you installed LeaderGuide
Pro™

This is a special type of Excel record that you will use with ease,
whether you know how to use Excel or not!

To access the records and the data base that you are creating, you
will open your Excel Librarian Registry by going to
– Documents/ LeaderGuide Pro Library/zLGPro Librarian Registry
Files/LGPro Local Registry (v76007)
– You may want to add a shortcut to this location on your desktop
Using Librarian, you are able to

Add a new master record for a course to the Librarian Registry File

Update an existing course master record

Remove an existing course master record

Associate the current leader guide’s source file with an existing
course master record
Librarian accesses the Librarian Registry Files subfolder in the
LeaderGuide Pro Library folder to store and retrieve your records;
Learn more on page 100
© 2009 Great Circle Learning. All rights reserved.
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Instruction Manual
Librarian Registry File
The Librarian Registry File is a special automated Excel workbook
You will add records to this file by completing easy to use record forms
that you will access by using the

Librarian button when in LGPro; Learn more on page 98

Or the Update Library Registry Utility; Learn more on page 233
Customize the Librarian Record Form meta tags to make them specific
to your company, for the areas listed below
– Curriculum
– Subject Area
– Competency/KPI
– Target Audience
– Delivery Source
– Owner/Author
– Meta Tag 2
– Meta Tag 3
Customize your local Librarian Record form meta tags to be consistent
with your Master Librarian Record form meta tags
Learn how to customize your Librarian Registry Record form meta tags
on page 235
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian Local Library and Master Library
Local Library and Master Library
Librarian can access TWO Library folders to archive and retrieve
content and records

your Local LeaderGuide Pro Library

your Master LeaderGuide Pro Library
You or someone in your company will
– setup the Master Library in a shared location and communicate
that file path name to everyone using LeaderGuide Pro™ so
that everyone can access one shared resource of archived
content and curriculum records
To access the Master Library Setup worksheet go to

Start/All Programs/LeaderGuide Pro 7 Plus Utilities/Setup Master
Library
– Learn more about this utility on page 231
Learn more about the LeaderGuide Pro Library Folder on page 27
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Librarian/Archive Modules or Lessons
Click on the Librarian button to bring up the Librarian menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Archive Modules or Lessons

The Archive Modules or Lessons command is found on the menu
that appears after you click on the Librarian button
This functionality is also available through the

Page 102
Update Library Registry Utility; Learn more on page 233
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Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Archive Modules or Lessons, continued
Steps to follow to Archive a Module or a Lesson

After clicking on Archive Modules or Lessons you will see a dialog
box like this – it will show the Modules and Lessons in your leader
guide

Highlight the Module or Lesson you would like to Archive
– Do this one at a time
– Modules start with (M0#): Module Name
– Highlighting a Module will archive all of its Lessons with it
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Instruction Manual
Librarian/Archive Modules or Lessons, continued
Steps to follow to Archive a Module or Lesson, continued

Next you will be taken to your LGP Module Archive folder in your
(local) LeaderGuide Pro Library folder in your Documents in
Windows Explorer
– It makes sense to accept this default location as the place to
store your archived Module
– Because when you Insert Archived content, LGPro will default to
this location to retrieve the stored content, so it’s efficient
– The Module you highlighted will be showing in the File name
area, with the phrase “_Archived Module” added
– Click on Save

Next you will be given the option to also archive this Module to your
Master (shared) Library
– You must select either “Yes” or “No”
– Selecting “Yes” will place a copy of this Module in your
company’s shared library location, making it available to your
colleagues
Page 104
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Archive Modules or Lessons, continued
Steps to follow to Archive a Module or Lesson, continued

Next you will have the option to create a Librarian Registry record
of the Module you are Archiving
– You have the option to click Cancel and skip this step

Assuming you want to create a record
– Click the arrows in the various areas on the form to select the
information you want, or type in your information
– When you have entered all of the information you want to add,
click Done
© 2009 Great Circle Learning. All rights reserved.
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Librarian/Archive Modules or Lessons, continued
Steps to follow to Archive a Module or Lesson, continued

Next you will see this dialog box, click OK

If you Archived to your Master Library as well as your Local, and you
created a record, then LGPro will automatically add the record to
your Master Registry too, and will display this dialog box; Click OK

Next you will be back in the Librarian Archiving dialog box
– Under the Cancel button will be a message telling you that your
first archiving task is done
– You can highlight another Module or Lesson to archive, or click
on Done
Page 106

Once you click on Done, you will be back in your leader guide, on
the Cover page

Use Go To/Table of Contents and then the Ctrl+Click function to
navigate to where you would like to be in your document
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Insert Archived Modules or Lessons
Before you follow the steps below

Place your cursor at a paragraph mark outside of an LGP Block at
the spot in your leader guide where you want your archived content
to be placed
Click on the Librarian button to bring up this menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Insert Archived Modules or Lessons

The Insert Archived Modules or Lessons command is found on the
menu that appears after you Click on the Librarian button
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Librarian/Insert Archived Modules or Lessons,
continued
Steps to follow to Insert Archived Modules or Lessons

After clicking on the Insert Archived Modules or Lessons command,
you will see this dialog box
– Indicate whether you want to import content from your Local
(personal) Library or your company’s Master (shared) Library
Page 108

Next you will see this dialog box, click OK

Next you will be taken to your Local or Master LeaderGuide Pro
Library folder in Windows Explorer
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Insert Archived Modules or Lessons,
continued
Steps to follow to Insert Archived Modules or Lessons, continued

Select the folder you want to open to access archived content to
insert

Select the archived content you want to insert and click on Open in
the lower right corner of the Explorer window
© 2009 Great Circle Learning. All rights reserved.
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Instruction Manual
Librarian/Insert Archived Modules or Lessons,
continued
Steps to follow to Insert Archived Modules or Lessons, continued

Next you will be back in the Insert dialog box
– Under the Cancel button will be a message telling you that your
insertion task is done
– You can insert another Module or Lesson, or click on Done

Once you click on Done, you will be back in your leader guide, on
the last page of your inserted content
– you will see one last dialog box, click OK

After checking the page breaks, you should click on the
– Update All Field button

And if you inserted archived Module(s), you should also click on the
TAG button
– The Transition Blocks associated with the archived content you
just inserted will update with the correct information as soon as
you click on the Update All Fields button followed by the TAG
button
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Delete Modules or Lessons
Click on the Librarian button to bring up this menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Delete Modules or Lessons

The Delete Modules or Lessons command is found on the menu
that appears after you click on the Librarian button
© 2009 Great Circle Learning. All rights reserved.
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Librarian/Delete Modules or Lessons, continued
Steps to follow to Delete Modules or Lessons

After you click on the Delete Modules or Lessons function, you will
see a dialog box like this, listing all of the Modules and Lessons in
your leader guide

Highlight the Module or Lesson you want to delete
– Highlighting a Module will also delete all of its Lessons
– You must select Modules or Lessons to delete one at a time
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Delete Modules or Lessons, continued
Steps to follow to Delete Modules or Lessons, continued

Next you will be prompted to confirm your request

Next you will be returned to the Delete dialog box
– Under the Cancel button will be a message telling you that your
delete task is done
– You can delete another Module or Lesson, or click on Done

Once you click on Done, you will be back in your leader guide, on
the Training At A Glance page with a message reminding you to
check the page breaks before and after the deleted content area
© 2009 Great Circle Learning. All rights reserved.
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Librarian/Reorder Modules or Lessons
Click on the Librarian button to bring up this menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Reorder Modules or Lessons

The Reorder Modules or Lessons command is found on the menu
that appears after you click on the Librarian button
Reordering creates a NEW leader guide that contains your reordered
Modules and Lessons

Page 114
And it preserves your original leader guide in its original order
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Reorder Modules or Lessons, continued
Steps to follow to Reorder Modules or Lessons

After clicking on the Reorder Modules or Lessons command you
will see this dialog box

If you say “Yes” to the Reorder modules only question
– You will see a listing of only the Modules in your leader guide
– A Reordered Module will include all of its original Lessons

If you say “No” to the Reorder modules only question
– You will see a listing of the Modules and Lessons in your leader
guide
– A Reordered Module will not include any of its original Lessons
– You will reorder Lessons as well as Modules
Sample Reorder dialog box with Modules and Lessons
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Librarian/Reorder Modules or Lessons, continued
Steps to follow to Reorder Modules or Lessons, continued

To Reorder, click on to highlight, one at a time
– the Module or Lesson you want to appear first, second, third,
etc. in your reordered leader guide and click on Add

You will see your new order building in the right hand dialog box
window
– If you include something in your reorder and change your mind,
highlight it and click on Remove
Reordering creates a NEW leader guide that contains your reordered
Modules and Lessons

And it preserves your original leader guide in its original order
When you are done reordering

You will have TWO leader guides open
– Your original leader guide and
– Your reordered leader guide
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Add a New Master Record for a
Course to the Librarian Registry
Click on the Librarian button to bring up the Librarian menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Add New Master Record for a Course to the Registry

The Add New Master Record for a Course to the Registry command
is found on the menu that appears after you click on the Librarian
button
This functionality is also available through the

Update Library Registry Utility; Learn more on page 233
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Librarian/Add a New Master Record for a
Course to the Librarian Registry, continued
Steps to follow to Add New Master Record for a Course to the Registry

After you click on the Add New Master Record for a Course to the
Registry command you will see this dialog box

Next you will see this dialog box, giving you the option to use key
information in your current leader guide as the basis for this new
master record

If you say “Yes” LGPro will populate some of the fields in the record
form with information from the Program in Perspective and
Program Preparation sections of your leader guide
– Program Name
– Program rationale
– Learning objectives
– Program timing
– Class size
– Pre-work

Page 118
If you say “No” you the record form will be blank and you will type
in the record information
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Add a New Master Record for a
Course to the Librarian Registry, continued
Steps to follow to Add New Master Record for a Course to the Registry,
continued

Here is a sample of the record form, populated with information

Add the additional information by using the options available when
you click on an arrow in one of the field boxes, or by typing in the
information

Once the form is complete
– Click on Find, to make sure that you aren’t about to overwrite a
record for this course that already exists; and then click on Add
© 2009 Great Circle Learning. All rights reserved.
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Librarian/Add a New Master Record for a
Course to the Librarian Registry, continued
Steps to follow to Add New Master Record for a Course to the Registry,
continued

After clicking on Add you will be
– notified that a record has been added to your Local Registry
– asked if you would like to also add this record to your Master
Registry
– prompted to use Find again to make sure that you aren’t about
to overwrite a record for this course that already exists
– and then given the option to click on Add, to add the Master
Course Record to your company’s Master Registry

Page 120
Once this process is complete, you will find yourself back in your
leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Update an Existing Course Master
Record
Click on the Librarian button to bring up the Librarian menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Update Existing Course Master Record

The Update Existing Course Master Record command is found on
the menu that appears after you click on the Librarian button
This functionality is also available through the

Update Library Registry Utility; Learn more on page 233
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Librarian/Update an Existing Course Master
Record, continued
Steps to follow to Update an Existing Course Master Record

After clicking on the Update Existing Course Master Record
command you will see a dialog box asking you to select the type of
Course Record you want to update

In the example below, a Classroom based Record is selected
– The next step is to identify the record to be updated, which will
appear in the Master program Record name field once the
arrow is clicked
– Select the Program you want to update
– Click Find to bring up its form
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Update an Existing Course Master
Record, continued
Steps to follow to Update an Existing Course Master Record, continued

Once your record form is up, make the necessary changes and
click on Update

After clicking on Update you will be
– notified that the record has been updated to your Local Registry
– asked if you would like to also update this record to your
Master Registry
– prompted to use Find again to make sure there is an existing
record to update
– and then given the option to click on Update, to update this
Master Course Record to your company’s Master Registry

Once this process is complete, you will find yourself back in your
leader guide
© 2009 Great Circle Learning. All rights reserved.
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Instruction Manual
Librarian/Remove an Existing Course Master
Record
Click on the Librarian button to bring up the Librarian menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Remove Existing Course Master Record

The Remove Existing Course Master Record command is found on
the menu that appears after you click on the Librarian button
This functionality is also available through the

Page 124
Update Library Registry Utility; Learn more on page 233
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Remove an Existing Course Master
Record, continued
Steps to follow to Remove an Existing Course Master Record

After clicking on the Remove Existing Course Master Record
command you will see a dialog box asking you to select the type of
Course Record you want to remove

In the example below, a Classroom based Record is selected
– The next step is to identify the record to be removed, which will
appear in the Master program Record name field once the
arrow is clicked
– Select the Program you want to remove
– Click Find to bring up its form
© 2009 Great Circle Learning. All rights reserved.
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Instruction Manual
Librarian/Remove an Existing Course Master
Record, continued
Steps to follow to Remove an Existing Course Master Record,
continued

Once your record form is up, click on Remove

After clicking on Remove you will be
– notified that the record has been removed from your Local
Registry
– asked if you would like to also remove this record from your
Master Registry
– prompted to use Find again to make sure there is an existing
record to remove
– and then given the option to click on Remove, to remove this
Master Course Record from your company’s Master Registry

Page 126
Once this process is complete, you will find yourself back in your
leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Associate this Document's Source File
with an Existing Master Record
Click on the Librarian button to bring up the Librarian menu

The Librarian button is found in the Module/Lesson Control group
on the LGPro ribbon
Next, click on Associate this Document's Source File with an Existing
Master Record

The Associate this Document's Source File with an Existing Master
Record command is found on the menu that appears after you
click on the Librarian button
This functionality is also available through the

Update Library Registry Utility; Learn more on page 233
© 2009 Great Circle Learning. All rights reserved.
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Instruction Manual
Librarian/Associate this Document's Source File
with an Existing Master Record, continued
Steps to follow to Associate this Document's Source File with an
Existing Master Record

After clicking on the Associate this Document's Source File with an
Existing Master Record command you will see a dialog box asking
you to select the type of Course Record you want to remove

In the example below, a Classroom based Record is selected
– The next step is to identify the record you want to associate
with, which will appear in the Master program Record name
field once the arrow is clicked
– Select the Program you want to associate with
– Click Find to bring up its form
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Functionality – How to Use the LGPro Ribbon Buttons
Librarian/Associate this Document's Source File
with an Existing Master Record, continued
Steps to follow to Associate this Document's Source File with an
Existing Master Record, continued

Once your record form is up, click on Register

After clicking on Register you will be
– notified that the document has been associated with the
Master Record in your Local Registry
– asked if you would like to also associate this document with the
Master record in your company’s Master Registry
– prompted to use Find again to make sure there is an existing
record to associate with
– and then given the option to click on Register, associate this
document with the Master record in your company’s Master
Registry

Once this process is complete, you will find yourself back in your
leader guide
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Librarian/Associate this Document's Source File
with an Existing Master Record, continued
When you go into the Registry for this record you will see

Your Master Course listing
– And the leader guide listed under it
– Along with all of the rest of the information in this record
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Functionality – How to Use the LGPro Ribbon Buttons
LGP Text Formatting Buttons – Title, Text, Bullet
1, Bullet 2
There are 6 LGPro buttons you can use to easily manage text styles
LGP Title
Bullet 2
LGP Text
Promote Text
Bullet 1
Demote Text
Step to follow to format text you are about to add to your leader guide

Place your cursor by a paragraph mark where you want to add text

Click on the appropriate LGP Text Formatting button
– This will apply its style to the paragraph mark

Type in your text, or click on the Paste Special button to add text
copied from another document
Step to follow to format existing text in your leader guide

Place your cursor anywhere in the word, line or paragraph of text
you want to format
– For multiple paragraphs of text, highlight all of the text

Click on the appropriate LGPro Font button to apply its style
LGP Blocks are pre-formatted with two Text styles
These two styles automatically apply when you place your cursor in a
Block and start typing. The first line in every Block is LGP Title. Once
you hit Enter and move down a line into the body of the Block, the text
style changes to LGP Text
The LGPro default font and style characteristics for LGP Title is Arial
bold 12 point font, left justified, 9 points before and 9 points after
The LGPro default font and style characteristics for LGP Text is Book
Antiqua regular 12 point font, left justified, 0 points before and 9 after
There are also two bullet styles; both have the same font as LGP Text

This LGP Bullet 1, with 0 points before and 6 points after
– This LGP Bullet 2, with 0 points before and 6 points after
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LGP Text Formatting Buttons – Title, Text, Bullet
1, Bullet 2, continued
Steps to follow to Promote or Demote text that is already in one of the
4 main LGPro Text formats

Place your cursor anywhere in the word, line or paragraph of text
you want to Promote or Demote
– For multiple paragraphs of text, highlight all of the text

Click on the Promote button to apply the next higher style
– For instance, placing your cursor in a Bullet 1 line and clicking
on the Promote button will change the text from Bullet 1 to LGP
Text

Click on the Demote button to apply the next lower style
– For instance, placing your cursor in a Bullet 1 line and clicking
on the Demote button will change the text from Bullet 1 to
Bullet 2
Steps to follow to remove source formatting when Paste Special does
not completely clear it

Highlight the text and click on the Home tab

Click on the Clear Formatting button
– found in the upper right corner of the Font group
– Or, click on Clear All in the Word Styles Window
Suggestion for bulleted lists
Because Paste Special may not clear away characters associated with
source bulleting or dashes
– Whenever possible, clear the source formatting using one of
the methods described above before you bring the content into
your leader guide
– You will still add the content to your leader guide using the
LGPro Paste Special function; Learn more on page 135
When all else fails, delete any unwanted characters manually
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Functionality – How to Use the LGPro Ribbon Buttons
Text Formatting Example –Speaker Notes Block
When you import slides and notes from PowerPoint
The notes will be put into Speaker Notes Blocks and they will not
display LGPro text formatting
You will need to apply the LGPro Text formatting by either

Using the LGP Text formatting buttons, or

If you are cutting the text out of a Speaker Notes Block, use Paste
Special when you add the text to another LGP Block
For example

Here is a Speaker Notes Block as it appears right after an Import

Here is the same Block with the text moved into LGPro Text
formats

There are 3 LGP Text Formatting styles used in this example
– LGP Tile to the first line
– Bullet 1 to the bulleted text
– LGP Text to the last line in the Block
– See details on next page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Text Formatting Example –Speaker Notes Block,
continued
Steps followed to format this Speaker Notes Block

Place cursor in the first line of text and click on the LGP Title
Formatting button
The result is

Next, highlight all of the bulleted text and click on the Bullet 1 LGP
Text Formatting button
The result is
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Functionality – How to Use the LGPro Ribbon Buttons
Paste Special – Clear Source Formatting and
Apply LGPro Text Formatting
Click on the Paste Special button to

Clear source formatting as you paste in copied text

And apply the LGP Text Formatting associated with the paragraph
mark you are pasting in next to
The Paste Special button is found in the LGP Text/Table Formatting
group on the LGPro ribbon
Steps to follow to use Paste Special

Place your cursor by a paragraph mark or in the spot on your page
where you want your copied text to appear

Click on the Paste Special button
– The text you add will pick up the LGP Text formatting associated
with the paragraph mark your cursor is next to

Adjust the text formatting by using the LGP Text Formatting buttons
found in the LGP Text/Table Formatting group on the LGPro ribbon;
Learn more on page 131
Steps to follow to remove source formatting when Paste Special does
not completely clear it

Highlight the text and click on the Home tab

Click on the Clear Formatting button, found in the upper right
corner of the Font group
– Or, click on Clear All in the Word Styles Window
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Paste Special – Clear Source Formatting and
Apply LGPro Text Formatting, continued
Suggestion for bulleted lists

Whenever possible, clear the source formatting of content the
includes bulleted lists before you bring the content into your leader
guide
– Because Paste Special may leave ghost characters that were
associated with source bulleting or dashes
– And you may have to delete these unwanted characters
manually

Even when you do clear source formatting before you add the
content to your leader guide
– It is still a good idea to add the content to your leader guide
using Paste Special
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Functionality – How to Use the LGPro Ribbon Buttons
Break Table Button – How to Get a Paragraph
Mark to Appear in between LGP Blocks
Click on the Break table button when you need a paragraph
mark to appear between two LGP blocks

Such as
– inserting a New Module or New Lesson
– or when you have content to add from another document that
doesn’t lend itself to being placed inside an LGP Block
Steps to follow to break the table and insert a paragraph mark
between two LGP Blocks

Place your cursor in the Block just below the spot where you need
the paragraph mark

Click on the Break Table button

A paragraph mark will appear in between your Blocks

With your cursor by the paragraph mark
– hit Enter on your keyboard to add more paragraph marks
© 2009 Great Circle Learning. All rights reserved.
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How to Get a Paragraph Mark to Appear Before
a Page Break
¶
Page 138
To get a paragraph mark to appear before a page break

Place your cursor next to the page break (left side of page)

Hit Enter on your keyboard and you will see a paragraph mark
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Insert Table Button
The Insert Table button adds a 2, 3 or 4 column table

outside of an LGP Block

formatted in a way that is consistent with the LGP Block style
Click on the Insert Table Button to view the menu options
Steps to follow to insert a table in your leader guide

Place your cursor in the Block or by a paragraph mark just above
the spot where you need the table

Click on the Insert Table button

Select the table option you need from the menu: 2, 3, or 4 column

A paragraph mark will be added directly under the Block your
cursor is in, and the table will insert just below, aligned with the
right-hand cell of your LGP Block, as in the sample below

The inserted table will have 2 rows
– a heading row and a content row
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Insert Table Button, continued
Steps to follow to add more rows to your table

Place your cursor in a cell in the last row of your table
– right click your mouse
– click on Insert in the dialog box that comes up
– click on Insert Rows Below (or Above)

Or, place your cursor by the End of Row mark
– and hit Enter on your keyboard
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Functionality – How to Use the LGPro Ribbon Buttons
Insert Table Button, continued
Example
Here is an example of a 4-column table created using the Insert Table
function. It is sitting in between two LGP blocks:
Steps to follow to join your table to your LGP Blocks above it and below
it

Delete the paragraph marks above and below the table
Steps to follow to insert LGP Blocks after a table

Place your cursor by a paragraph mark below your table

Click on the LGP Block button you want to insert

The Block will insert right above the paragraph mark where your
cursor was
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Insert Table Button, continued
What if I have a table from another document that I want to add to a
leader guide

Place your cursor by a paragraph mark outside of an LGP Block
– and use the Word Paste function to add it, or

Use SnagIt to capture an image of the table and either
– use the SnagIt Send to Word function or
– insert the image into your leader guide like any other graphic,
using the Word Insert/Picture/From File function

Place your cursor in an LGP Block
– and use the Word Paste As Nested Table function – see below
– FYI: This is the least desirable method because you will very
likely have issues with the size of the table not fitting well into
the LGP Block; and we have found that pasting tables into
tables can create instability in the document
Steps to follow to extract a table

Into a Participant Guide
– Use the Special/Set Bracketed Area for Extract function first
– Use the Special/Extract Participant Guide Text function
– Be sure to check “Manually Selected”

As a standalone document
– Use the Special/Set Bracketed Area for Extract function
– Use the Special/Export Assessments, Cases and Handouts
function
– Check the option for Manually Selected Blocks and
Bracketed Elements
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Functionality – How to Use the LGPro Ribbon Buttons
Insert Table Button, continued
To Insert a Table into an LGP Block using the Word Paste As Nested
Table function

Copy the table from the source document

Position your cursor in the LGP Block that you want to insert your
table into

Right click your mouse
– A drop down box will appear
– Click on the option that says Paste as Nested Table
Your table will now be in your LGP Block
To adjust the size of your table for a proper fit inside an LGP Block

Position your cursor inside the table you just inserted

Right click your mouse; the drop down box will appear again
– Hover over AutoFit
– Click on the option that says Auto Fit to Window
Your table should now be properly positioned inside your LGP Block
If this does not work
– you will need to adjust the size manually
– it may be best to undo your paste, re-size your source table and
try the Paste as Nested Table again
– HINT: Change your table text font to Arial Narrow
Example of a table inserted into an LGP Process Steps Block
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Controls Group
The Controls Group

The buttons in this group allow you to manage global updates to
your document, control the Instructional Term Shortcuts, navigate
throughout your document, and execute special commands related
to importing and exporting content
–
Generate the Training At A Glance
–
Update All Fields (including the Table of Contents)
–
Compress and Unlink Graphics (to reduce file size)
–
Turn Instructional Term Shortcuts On and Off
–
–
Page 144
Go To – document navigation
Special – provides powerful functionality related to
importing and exporting slides and other content and attaching
the LGPro Template to other documents
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
TAG Button – Training At A Glance
Every new leader guide has a Training At A Glance page like this

Do not delete the red text and Section Break

Do not type anything on this page
Click on the TAG button to generate the Training At A Glance

This button is found in the Controls group on the LGPro ribbon

Hovering over the button reveals the button description
– Generate Training At A Glance
Steps to follow to generate a Training At A Glance

From anywhere in your leader guide, click on the TAG button

You will see a dialog box like this; click OK

You will be taken to your Training At A Glance page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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TAG Button – Training At A Glance, continued
If you click on the TAG button before adding any content to your first
new Module page your Training At a Glance will look like this
The Training At A Glance draws its content from the Module overview
pages
Specifically, from the content you add to these three areas
– Module Name
– Time
– Overview
These three areas are linked back to the Module pages they draw from

Which means you can navigate from the Training At A Glance by
placing your cursor in a Module time, name or description and go
to that spot on that page using Ctrl+Click
Learn more about the Module Overview page on page 81
My Training At A Glance does not reflect the content I entered on a
Module page
More than likely, one or more of the necessary LGPro styles on your
Module Overview page have been changed
You must re-apply the proper styles; Learn more on page 266
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Functionality – How to Use the LGPro Ribbon Buttons
TAG Button – Training At A Glance, continued
To refresh and update the Training At A Glance as you add new
Modules and edit content on existing Module pages

Click on the Update All Fields button, and then

Click on the TAG button
Sample Updated Training At A Glance
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Update All Fields Button
Click on the Update All Fields button to refresh the
– Table of Contents
– Page numbers
– Headers and Footers
– Program Name references through the leader guide
– Slide numbering
– Existing content in the Training At A Glance if you have made
edits to content on existing Module pages

This button is found in the Controls group on the LGPro ribbon

Hovering over the button reveals the button description
– Update All Fields
Every time you click on the Update All Fields button the first thing you
will see is this dialog box

It’s fine to always say “yes”
Steps to follow to the Update All Fields
Page 148

From anywhere in your leader guide, click on the Update All Fields
button

Say “Yes” or “No” to the Table of Contents question

All fields in your leader guide will be updated

You will remain in the same spot in your leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Instructional Term Shortcuts Button – Auto Text
for Trainers
Clicking on the Instructional Term Shortcuts button turns the
LGPro Instructional Term Shortcuts ON or OFF
Think of the Instructional Term Shortcuts as Auto Text for Trainers

The Instructional Term Shortcuts On/Off button is found in the
Controls group on the LGPro ribbon
– It is a toggle switch
– If they are on and you want them off, click once
– If they are off and you want them on, click once
Instructional Term Shortcuts are a quick way to type in frequently used
words or phrases
To use them you type in the equals sign = immediately followed by the
Instructional Term Shortcut you need
For instance, when you type =ssl and keep typing or hit Enter on your
keyboard, =ssl will expand to
Say something like:
Instructional Term Shortcuts are always available to you, whether you
are in an LGPro document or not
However, the Instructional Term Shortcuts button and the on/off
functionality is only available on the LGPro or PGPro ribbon, so you
must open LeaderGuide Pro™ or Participant Guide Pro™ to use this
button
Steps to follow to use an Instructional Term Shortcut
Assumption: Your Instructional Term Shortcuts are On

Type the equals sign = immediately followed by the shortcut

And then
– Keep typing
– Or hit Enter on your keyboard

The full word or phrase will automatically replace the shortcut
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instructional Term Shortcuts Button – Auto Text
for Trainers, continued
To control the case characteristics of Instructional Term Shortcuts
Instructional term shortcuts will take on the case characteristics they
are typed in

Shortcuts typed in all lower case will appear in all lower case
– =lo will result in learning objectives

Shortcuts typed in all upper case will appear in all upper case
– =LO will result in LEARNING OBJECTIVES

Shortcuts typed in upper and lower case will appear in upper and
lower case
– =Lo will result in Learning objectives
To control the style of Instructional Term Shortcuts
Instructional term shortcuts will take on the style of the line they are
typed into or the paragraph mark that are typed next to
Shortcuts typed into
– LGP Title will appear as Title text
– LGP Text will appear as Text
– Bullet 1 will be bulleted
– Bullet 2 will be sub-bulleted
See a list of Instructional Term Shortcuts on the next page
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Functionality – How to Use the LGPro Ribbon Buttons
List of Instructional Term Shortcuts
Shortcut
Instructional Term
apq
Answer any participant
questions.
cofc
Capture participant
responses on a flip
chart.
conp
(Continued on next
page)
Use this at the end of a Block if
the Block content continues on
the following page. This phrase
is pre-formatted for consistency
dpit
Divide participants
into teams of
Complete this phrase with the
number of participants per
team
fr, frs
facilitator, facilitators
ir, irs
instructor, instructors
lada
Lead a discussion
about
lg
leader guide
lgp
LeaderGuide Pro™
lo
learning objectives
nn
Note:
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Comments
Use this within a Block to call
the instructor’s attention to an
important detail that doesn’t
warrant a full-blown Important
Note Block. This phrase is preformatted for consistency
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Instruction Manual
List of Instructional Term Shortcuts
Page 152
Shortcut
Instructional Term
Comments
pn
the leader guide
program name as it
appears on the leader
guide cover page
Use this whenever you want to
refer to the name of your
training program. It will
automatically update if you
change the program name on
the cover page
pgpn
the participant guide
program name as it
appears on the
participant guide
cover page
Use this whenever you want to
refer to the name of your
training program. It will
automatically update if you
change the program name on
the cover page
pt, pts
participant,
participants
pw
participant workbook
ssl
Say something like:
tr, trs
trainer, trainers
Use this to introduce sample
scripts for the instructor
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Go To Button – Navigation Method
Click on the Go To button to bring up a menu of all the places
in a leader guide that you can navigate to
Partial list shown here

Click on the document section or LGP Block that you would like to
go to

To continue navigating to additional occurrences of that same
item, you have two options:
– click on the double down or double up arrows in the bottom
right corner of your screen, depending on whether you want to
move forward or backward in your document
– Or use Go To again – this option will only take you forward in
your document, not backwards
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Special Button – Importing and Exporting
Functions
When you click on the Special button you bring up a
menu of powerful options related to

Importing and exporting content between
– a leader guide or participant guide and PowerPoint
– a leader guide and a participant guide
– a leader guide or participant guide and a standalone Word
document

And, Attaching the LGPro template to another document

Click on the menu command you want to execute and follow the
prompts to complete the action
– Import Finished Slides – brings PowerPoint files directly into a
leader guide or participant guide
– Extract Text for Slides – sends text only (no graphics) from
Projected Image Blocks in your leader guide into PowerPoint
– Extract Participant Guide Text – sends selected leader guide
content into a new ParticipantGuide Pro document in Word
– Export Assessments, Cases and Handouts – sends content into
a new standalone Word document
– Mark Selective Blocks for Extract – identifies certain instances
of a particular Block to be included in a Participant Guide
extract or to a standalone document
– Set Bracketed Areas for Extract – identifies certain sections of
content (text and graphics) to be included in a Participant
Guide extract or to a standalone document
– Attach LGPro Template – attaches the template and its
functionality to another document
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides
This function allows you to import PowerPoint files into your leader
guide, one file at a time
Assumptions – your PPT file is finished and ready to import; and your
PPT file is closed
Click on the Special button to open its menu

Click on Import Finished Slides

You will see this dialog box; click OK

Along the bottom of your screen you will see that a PowerPoint
folder is available to open

Click on that PowerPoint prompt
– It will take you into Windows Explorer, opening the PowerPoint
subfolder in your LeaderGuide Pro Library folder
– Navigate to locate your slide file

Highlight the PowerPoint file you want to import and click Open
Note to users of previous versions of LeaderGuide Pro™ - You no
longer have to send your PPT file to Word before running the import.
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Special/Import Finished Slides, continued
Next you will see the Importing Slides dialog box
Replace or Add – You decide which type of import to run
Replace is checked; Replace

applies to slides only

assumes that you have existing Projected Image Blocks in your
leader guide; Learn more on page 189

means that when you click on Continue
– the slides in the PowerPoint file you just selected will replace
whatever is in the existing Projected Image Blocks in your
leader guide

will not add slide notes to your leader guide

will not affect or change the first line in every Projected Image
Block that says
– “Show Slide #: “ followed by a slide title you may have typed in
Learn more about Replace on page 158
(Continued on next page)
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides, continued
Replace or Add – You decide, continued
Add

applies to slides and notes
– you can add just slides, or slides and notes, or just notes

assumes that you do not have existing Projected Image Blocks in
your leader guide

or if you do have existing Projected Image Blocks in your leader
guide, the assumption is that you want to add your currently
selected PPT file after the existing slides in your leader guide

means that when you click on Continue
– the slides and notes in the PowerPoint file you just selected will
be added to the end of your leader guide
– the slides will be placed inside Projected Image Blocks; one
slide per Block
– the notes will be placed inside Speaker Notes Blocks; one set
of notes per Block; directly under the slide they pertain to
Learn more about Add on page 161
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Special/Import Finished Slides – Replace
Steps to follow to Import Finished Slides/Replace

Follow the initial steps to Import Finished Slides; Learn more on
page 159

Make sure Replace is checked in the Importing Slides dialog box

Click on Continue
– Your screen may jump and flash – this is normal

Allow time for the import to take place

When the import is complete you will see this message from LGPro
– If you notice along the bottom of your screen that PowerPoint,
or the PowerPoint file you just imported, is open you may want
to close it unless you need it open for some other purpose

You can now continue working in your leader guide
– Learn more on page 253

Page 158
You can run the replace function as often as you need to
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Replace: More
about Using this Function
Replace assumes that you have existing Projected Image Blocks in
your leader guide
Replace performs a one-for-one Find and Replace service for you

It replaces the content of the first Projected Image Block in your
leader guide with the first slide in the PPT file you are importing
– whether what is in that Projected Image Blocks is a slide image
or just text that you had typed in; Learn more on page 158

Then it finds the second Projected Image Block in your leader guide
and replaces its content with the second slide in the PPT file you
are importing

NOTE: Replace will not affect or change the very first line in your
Projected Image Blocks, which says “Show Slide #: “ followed by a
slide title, if you typed one in

The Import/Replace process continues in this way until all of the
slides in the PPT file you are importing have been brought into your
leader guide
– even if there aren’t any more Projected Image Blocks in your
leader guide to replace

For example:
– Your leader guide contains 12 Projected Image Blocks
– Your are about to run an Import/Replace with a PPT file that
contains 19 slides
– The first 12 slides that are imported will replace whatever is in
the 12 Projected Image Blocks in your leader guide
– The remaining 7 slides you are importing will be added to the
end of your leader guide, placed in Projected Image Blocks
When using Replace, you usually will want to make sure that

the number of slides in the PowerPoint file you are importing using
Replace

matches the number of Projected Image Blocks in your leader
guide
If there is a difference between these two numbers

correct for the difference in your leader guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Special/Import Finished Slides – Replace: More
about Using this Function, continued
In other words…if you are importing 27 slides

there should be 27 Projected Image Blocks in your leader guide
This means that if your leader guide contains only 22 Projected Image
Blocks and you are importing 27 slides

You should insert 5 more Projected Image Blocks in the places in
your leader guide where the extra 5 slides belong
This means that you must determine how/where those 5 extra slides
relate

Were 5 slides added to the end of the PPT file?
– In which case, add 5 Projected Image Blocks after the first 22
in your leader guide in the places where those new slides
belong

Or, were 5 slides added to the PPT file in various spots, such as a
new slide after slide 2 and another new slide after slide 11, etc.?
– In which case, add a new Projected Image Block after the
second one in your leader guide, and after the 11th one, etc.
– Use Go To/Next Projected Image to move efficiently from one
Projected Image Block to the next
After adding the extra Projected Image Blocks to your leader guide

Update All Fields to verify that you do now have the same number
of Projected Image Blocks as slides that you are importing
What if…
I only have 9 Projected Image Blocks in my leader guide and I want to
import a PPT file with 16 slides, replacing my 9 Projected Image
Blocks, and simply add the last 7 slides I am importing to the end of
my leader guide. Do I still have to add 7 placeholder Projected Image
Blocks into my leader guide?
No, in this scenario, LGPro will add the remaining 7 slides to the end of
your leader guide, placing them into Projected Image Blocks for you.
With that said, if you know exactly where those last 7 slides belong in
your leader guide; then add the placeholder Projected Image Blocks so
that LGPro can insert the slides exactly where you want them.
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Add: About the
Options You Have When You Add Slides
When you ADD a PowerPoint file to a leader guide
You have greater control over exactly what you import and how you
structure the import
Assumption – you have followed the initial steps to Import Finished
Slides, which brings you to this dialog box –Learn more on page 155
Add gives you these options related to the PowerPoint file

Add slides only to your leader guide
– placing the slides into Projected Image Blocks
– Learn more on page 164

Add slides and notes
– placing slides into Projected Image Blocks
– and placing slide notes into Speaker Notes Blocks, following
each slide that has notes
– Learn more on page 165

Add notes only
– placing slide notes into Speaker Notes Blocks

As well as the options to
– Add other LGP Blocks to appear after/below your slides and
notes; learn more on next page
– Run an Advanced Import; Learn more on page 167
© 2009 Great Circle Learning. All rights reserved.
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Special/Import Finished Slides – Add: About the
Options You Have When You Add Slides, continued
The option to Add Blocks following Finished Slides
Will insert other LGP Blocks after/below your slides and notes
Page 162

Check the LGP Blocks you’d like to appear after your slides and
notes and click on Continue – that’s it!

LGP Blocks you add will appear under/after each imported slide or
notes
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Add: About the
Options You Have When You Add Slides, continued
Advanced Import will add your slides and notes within Modules

When you click on Click on Advanced Import you bring up the
Advanced Import dialog box

The Advanced Import dialog box allows you to
– set up your leader guide with the Modules it will contain
– placing the slides and notes you are importing into the Modules
in chronological order

In other words, you are distributing the slides and notes that you
are importing across Modules in your leader guide
– resulting in a more advanced leader guide document when the
import is complete, and
– reducing the amount of work you have to do in your leader
guide
– Learn more on page 167
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Special/Import Finished Slides – Add
Steps to follow

Follow the initial steps to Import Finished Slides; Learn more on
page 155

Select Add and then select one of these three options
– slides only, or
– slides and notes, or
– notes only
– Learn more on page 161

Click Continue
Your computer screen may jump and flash…This is normal. Don’t click
your mouse. In a moment you will see this message
Page 164

Click OK

Continue working in your leader guide; Learn more on page 253
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Add/Slides and
Notes
Steps to follow

Follow the initial steps to Import Finished Slides; Learn more on
page 155

Select Add/slides and notes

Now you can click on any one of these options
– Advanced Import; Learn more on page 167
– Add Blocks; Learn more on page 161
– Continue; Learn more on page 164
In the Importing Slides dialog box you will see this red text, which may
or may not apply to you – see next page
© 2009 Great Circle Learning. All rights reserved.
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Special/Import Finished Slides – Add/Slides and
Notes, continued
Depending on your computer…
You may or may not have to pay attention to the message in the red
text, which says:
If you want the PowerPoint Notes pages transferred into your leader
guide, the file you are importing must be in the Notes page format
from PowerPoint. See LGP Help if you have questions. Following each
slide, the transferred notes will appear in a special Speaker Notes
block of LGP.
We have found that
– on some computers we can import slides and notes no matter
which PowerPoint page view we are in,
– while on other computers it is necessary to set the file to the
Notes Page view
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Add/Advanced
Import
Steps to follow

Follow the initial steps to Import Finished Slides; Learn more on
page 155

Select Add and
– slides only
– or slides and notes
– or notes only

Click on Advanced Import
After clicking on Advanced Import, you will see the

Advanced Import dialog box
(Continued on next page)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Special/Import Finished Slides – Add/Advanced
Import, continued
Steps to follow to complete the Advanced Import dialog box
LGPro lists your first slide number as #1 – Accept this

In the first line, next to #1
– Change “Module Name” to the name of the Module Slide 1 will
be in; learn more about Modules on pages 37 and 81
– Type in the name of this Module’s first Lesson
– You can add more Lessons to this Module once in your leader
guide; learn more about Lessons on pages 38 and 86

In the next line, enter the
– chronological # of the first slide in this next Module
– Module name
– Name of the first Lesson in this Module

Continue in this way until all of your slides are accounted for in
their Modules
– Just enter the starting slide # for each Module
– So if a Module contains slides 17 – 31 you only enter # 17
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Import Finished Slides – Add/Advanced
Import, continued
Steps to follow to complete the Advanced Import

First Time Add? If this is
– the first time you are adding slides to your leader guide
– and there are no Modules already in your leader guide other
than the first New Module page that LGPro adds for you

Add Behind Existing Modules? Click on this option if
– this import is adding slides to a leader guide that already has
existing Modules in it

After selecting either First Time Add or Add After Existing Modules,
click on Continue
You will be taken back to the main Importing Slides dialog box

Click on Continue to run the Import
NOTE – Add Blocks?
If you want to add other LGP Blocks as placeholders for additional
content and you have not already done so

Click on Add Blocks and follow the simple prompts

Any blocks you select will be added
– in the order you see them in the Add Blocks dialog box
– after each occurrence of your slides and notes
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Special/Import Finished Slides – Add/Advanced
Import, continued
Example of completed Advanced Import dialog box
In this example we have a slide file containing 43 slides and notes
– Slides 1 – 5 belong in the Introduction module
– Slides 6 – 16 belong in the Communication Basics module
– Slides 17 – 27 belong in the Communication Styles module
– Slides 28 – 36 belong in the Interacting with Others module
– Slides 37 – 43 belong in the Summary & Close module
Page 170

The notes for each slide will go into the leader guide right under
the Projected Image (slide) block in a Speaker Notes block

It’s OK if some of the slides don’t have notes
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Extract Text for Slides
This function copies text from the Projected Image Blocks in your
leader guide and pastes it into a basic PowerPoint template

Allows you to capture your thoughts about necessary slides as you
build your leader guide or participant guide
Assumption

You have Projected Image Blocks in your leader guide that contain
text for slides; Learn more on page 190
Click on the Special button to open its menu

Click on Extract Text for Slides
Steps to follow to extract text for slides

You will see this dialog box; click Yes
(Continued on next page)
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Special/Extract Text for Slides, continued
Steps to follow to extract text for slides, continued

Next you will see this dialog box; click OK

That’s all there is to it!

When the extraction is complete you will be in PowerPoint, in your
new slide file
Here’s what to do now

In PowerPoint
– treat your slides with your slide template
– add your graphics
– Save your PPT file and close it

Back in your leader guide
– Click on Special/Import Finished Slides; Learn more on page
155
– Follow the process to Replace; Learn more on page 158
See before and after samples on next page
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Extract Text for Slides, continued
Sample leader guide page with text-based Projected Image Blocks
ready to Extract
Same leader guide with finished slides imported, using “Replace”

Finished slides in Projected Image Blocks, across two pages
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Special/Extract Text for Slides, continued
IMPORTANT NOTE

Your PowerPoint and Word files are not linked

Once in PowerPoint, if you add or delete slides in your new
PowerPoint file
– Go back to your leader guide and add or delete Projected
Image Blocks accordingly

Conversely, if you add or delete Projected Image Blocks in your
LeaderGuide
– Go back to your PowerPoint file and add or delete slides
accordingly

Update All Fields to update your slide numbering in your Projected
Image Blocks in your leader guide
Best Practice Tip
Other than entering a few slide blocks and running an extract just to
test it and see how this feature works…

It is best to wait until you have added all of your Projected Image
Blocks into your leader guide before doing the extract
– because every time you run an Extract you create a new
PowerPoint file

However, if you want a separate slide file for each Module you
create in your leader guide
– Run the extract as you go, after you complete each Module
– After your first extract, use the PowerPoint Slide Sorter view to
delete the slides that have come in from your previous
modules, if any
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Extract Participant Guide Text
Special/Extract Participant Guide Text
This feature allows you to pull content from your leader guide directly
into a participant guide as a new Word document
Assumption - You know what you want to extract AND you have
marked your Manual Extractions and Bracketed Areas for extract if
there are any
Note: You can also extract from a participant guide to a leader guide
Close all LGPro documents except the one you want to
extract from and click on the Special button to open its menu

Click on Extract Participant Guide Text

You will see the Extract and Create a Participant Guide dialog box
© 2009 Great Circle Learning. All rights reserved.
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Special/Extract Participant Guide Text, continued
Steps to follow to extract Participant Guide text

In the Extract and Create a Participant Guide dialog box
– Check the Blocks you want to extract into a Participant Guide
– Check Manually Selected if you have Manually Selected any
Blocks or Set Bracketed Areas for Extract;
– Manually Selected - Learn more on page 182
– Set Bracketed Areas for Extract – Learn more on page 183
– Check Assessment, Case Study, Handouts if you have any of
these in your leader guide that you would like extracted to your
Participant Guide
– Accept the default “Structured with Icons” extract format unless
you want to literally reformat every line of text that you are
extracting

Click on Continue
About the Extract Formatting Options

Both options will carry over
– Program Rationale and Learning Objectives info from the
Program in Perspective section of your leader guide
– Module and Lesson titles

Structured with icons
– Will look just like your leader guide LGP Blocks

Custom structure
– Content will be pasted in unformatted; You will need to use the
PGPro and Word formatting functions to format your document
to your unique specifications
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Extract Participant Guide Text, continued
Steps to follow to extract Participant Guide text, continued

After clicking Continue in the Extract and Create a Participant
Guide dialog box, you will see this dialog box
– Click on Yes

Next you will see the Create a New Participant Guide dialog box
– Complete the information as best you can

Your Printing selection – One-sided or Two-sided – will impact the
options you have for Participant Guide style
– Note that you can print Samples of each style

After selecting your preferred style, Click on Continue
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Rev. Date 12/03/2009
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Special/Extract Participant Guide Text, continued
Steps to follow to extract Participant Guide text, continued

Follow the prompts to Save your new Participant Guide
– LGPro will default to saving this document in your Participant
Guide subfolder in your LeaderGuide Pro folder in your
Documents in Windows Explorer

Your screen may jump and flash – this is normal

Wait until you see this dialog box
– Click OK

Now you are in your new Participant Guide with all of your leader
guide content imported

Begin working in your new Participant Guide to edit imported
content and add content as needed
– Follow the same steps as used in a leader guide to insert PGP
Blocks, Add New Lessons, Add New Modules, etc.
– Note that your participant guide does not have a
– Training At A Glance
– Module Overview page

Page 178
NOTE: Your leader guide and participant guide files are NOT linked
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Export Assessments, Cases and
Handouts
Special/Export Assessments, Cases and Handouts
This feature allows you to pull Assessments, Cases and Handouts and
any content that you have Set as a Bracketed Area for Extract from
your leader guide directly into a standalone Word document.
Assumption – You have an Assessment, Case or Handout or Bracket
Area in your leader guide ready for extract
Note: To include these elements in a participant guide, run the
Special/Extract Participant Guide Text function; Learn more on page 175
Click on the Special button to open its menu

Click on Export Assessments, Cases and Handouts
Steps to follow to Export Assessments, Cases and Handouts

After clicking Export Assessments, Cases and Handouts you will
see this dialog box
– Check the items you want to extract
– If you have more than one of any item, they will all extract
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Special/Export Assessments, Cases and
Handouts, continued
Steps to follow to Export Assessments, Cases and Handouts,
continued

After selecting what you want to extract and clicking on Continue,
you will see this dialog box
– Click on Yes

When the extract is complete you will see this dialog box
– Click on OK

Now you will be in your new Word document with your exported
Assessment, Case, Handout or manually selected or bracketed
area content
– Your leader guide is also still open

We suggest that you go ahead and Save your new document right
away
– You can work in your new document as needed
– Remember to Save your new document before you close it

Page 180
NOTE: Your extracted document is NOT linked to your leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Export Assessments, Cases and
Handouts, continued
About the Extract Assessments, Cases and Handouts dialog box

Checking All Assessments means that
– every assessment in your leader guide will extract into one
Word document
– in the order they occur in your leader guide

Checking more than one box means that
– every instance of the items checked will extract into one Word
document
– in the order they occur in your leader guide

This function also serves as the mechanism for extracting
– Manually Selected LGP Blocks and
– Bracketed Areas for Extract
– Use this aspect of functionality to extract just one instance of
an assessment, case or handout
– Simply highlight the assessment, case or handout you want
to extract, use Special/Set Bracketed Areas for Extract to
mark it, and then use this function to extract it
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Special/Mark Selective Blocks for Extract
Special/Mark Selective Blocks for Extract
This feature allows you to pull individual LGP Blocks from your leader
guide into a participant guide and/or into a standalone Word
document
Click on the Special button to open its menu

Click on Mark Selective Blocks for Extract
Steps to follow to Mark Selective Blocks for Extract

BEFORE clicking on Special/Mark Selective Blocks for Extract

Place your cursor in the text at the beginning of the Block you want
to mark

Click on Special/Mark Selective Blocks for Extract

You will see that LGPro has inserted a marker that looks like this
– [**LGPro Extract Block**]
– This marker will stay in your leader guide until you run the
extract
Page 182

Continue marking select blocks as needed

Once you complete the extract LGPro will clear these markers from
your leader guide
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Special/Set Bracketed Areas for Extract
Special/Set Bracketed Areas for Extract
This feature allows you to mark sections of content in your leader
guide for extract into a participant guide and/or into a standalone
Word document
AND, the content does NOT have to be inside of an LGP Block
Click on the Special button to open its menu

Click on Set Bracketed Areas for Extract
Steps to follow to Set Bracketed Areas for Extract

BEFORE clicking on Special/Set Bracketed Areas for Extract

Highlight the content you want to mark

Click on Special/Set Bracketed Areas for Extract

You will see that LGPro has inserted a markers before and after
your highlighted content that look like this
– [**LGPro Extract Start**]
– [**LGPro Extract End**]
– These markers will stay in your leader guide until you run the
extract

Continue marking areas for extract as needed

Once you complete the extract LGPro will clear these markers
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Special/Attach LGPro Template
Special/ Attach LGPro Template
This feature allows you to attach the LeaderGuide Pro™ Template to a
Word document that was not created using LGPro
Assumption – You have LeaderGuide Pro™ open
Click on the Special button to open its menu

Click on Attach LGPro Template
Steps to follow to Attach LGPro Template

After clicking on Attach LGPro Template, you will see this dialog box
– Click OK

This will take you into Windows Explorer
– Navigate to find the document you want
– Double click on it
– Or highlight it and click Open
(Continued on next page)
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Functionality – How to Use the LGPro Ribbon Buttons
Special/Attach LGPro Template, continued
Steps to follow to Attach LGPro Template, continued

You will see this dialog box
– Click OK

Save the document with a New Name
– Such as “Attached My Document”

You will see the LGPro ribbon is now available to you
This function is useful when…
You have a significant amount of source material that you want to
move into LGPro format without a lot of copying and pasting back and
forth between documents, because by attaching the template you can

Move content into Modules, Lessons and LGP Blocks within the
attached document
– And then EITHER copy and paste these bigger chunks into your
leader guide
– OR, easier – use Librarian to archive the content you’ve moved
into LGPro Modules and Lessons and then use Librarian to
insert the archived content into your leader guide; Learn more
on page 102 and on page 107

Isolate and archive discrete sections of this attached document for
insertion into your leader guide as is, without moving all the
content into LGP Block format
– Simply insert a New Module and Lesson, or just a New Lesson,
at the beginning of the section that you want
– And insert a New Module and Lesson, or just a New Lesson,
just after the section that you want – You won’t need this one,
you are just doing this to mark the end of the content you want
– Now, use Librarian to archive the first Module (or Lesson) and
then use Librarian to insert the archived content into your
leader guide
© 2009 Great Circle Learning. All rights reserved.
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LGP Blocks and Other Automated Entry
Elements – About
Think of LGP Blocks and Other Automated Entry Elements…
As the building blocks you will use to create your leader guide

LGP Blocks and Other Automated Entry Elements
– Format, chunk and contain the content in your leader guide

LGP Blocks, like this one
– Visually cue the trainer with an icon graphic
– Catch the Trainer’s attention with a headline (like the first line
in this Block)
– And provide direction and guidance as to what the trainer is to
do or say in the main body of the Block, like this
The buttons in this group allow you to

insert LGP Blocks to guide the trainer as to what to say or do

build Assessments, Case Studies and Handouts

insert Capture Notes Blocks and/or Capture Notes pages

insert lines within Blocks

insert your Custom Blocks

insert Text Entry Elements into Blocks and/or by paragraph marks
outside of Blocks to
– dress up your pages
– provide additional direction as to what to say or do
– and call attention to Block content
Always add LGP blocks from the LGPro ribbon
Do not copy and paste icon graphics over each other
This will interfere with any extraction to a Participant Guide you may
later want to do
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Functionality – How to Use the LGPro Ribbon Buttons
LGP Blocks and Other Automated Entry
Elements – About, continued
Certain LGP Blocks contain default text

You can delete or change this text as needed in each individual
leader guide

You can also use the LGP Blocks Utility to remove or customize this
default text in your LGPro Template; Learn more on page 224
KEY POINT – This does NOT apply to Projected Image Blocks

Do not change or delete the default text and Slide numbering in
the Projected Image Blocks
– Clicking on Update All Fields updates the slide numbering

Changing or deleting this text will interfere with the
– slide extract function
– Update All Fields function
Show Slide 1: This is an example of a Projected Image Block

The text that you must not delete or alter in any way is
– Show Slide #:
LGP Blocks STOP at the end of a page

LeaderGuide Pro™ expects you to add content in brief,
manageable chunks of content, which are easier for trainers to
deal with

If you paste more content into an LGP Block than will fit in the
space available on the page
– The Block will move to the top of the next page
– AND, if there is more content than can fit on this page
– Your excess text will seemingly “disappear” into the bottom of
the page

To remedy this you can allow the Block (row) to break across
pages; Learn more on page 268

Or, cut most of the text out of the block, insert a new block before
this one, paste your cut text in, go back to your trouble Block and
repeat this process until all of your content is visible
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
LGP Blocks – Adding Them and Working with
Them
Steps to follow to add LGP Blocks to your leader guide
Assumption – You have an LGPro leader guide document open and
you are on a Lesson page with your paragraph marks turned on

Place your cursor at the spot in your document where you want a
Block

Click on the button for the Block you want to add

The Block will appear in your leader guide just below wherever your
cursor is at the time that you click on the Block button

Add Blocks to your leader guide in any order
Steps to follow to …
Insert Blocks in between existing Blocks
– Place your cursor in the top block, click on the Block button you
want to insert, and it will appear in between the two original
Blocks
Remove/Delete a Block
– Highlight the entire Block (a Block is a row in a table)
– Cut it (not delete)
Move a Block
– Highlight the entire Block
– Cut it (not delete)
– Highlight the entire Block you want your cut Block to appear
before/ahead of
– Paste it in (not Paste Special)
Allow a Block to flow across multiple pages
– Use the Word/Layout/Table Properties function; Learn more on
page 268
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Functionality – How to Use the LGPro Ribbon Buttons
Projected Image Block – a.k.a. Slides Block
The Projected Image Block is what holds your imported slides
It is found at the top of the first column in the LGP Blocks and Other
Automated Entry Elements group on the LGPro ribbon

Hovering over the button reveals the button description
– Projected Image

These Blocks do not link to your PowerPoint files
Show Slide 2: This is a Projected Image Block
Do NOT delete, edit, or change the phrase Show Slide #:

To remove a (slide) Projected Image Block
– Highlight the entire Block and CUT it

To move a slide Projected Image Block
– Highlight the entire Block and CUT it
– Highlight the LGP Block that you want this slide to appear
before/ahead of
– Paste the cut Projected Image Block in, using the regular Word
Paste function

To update Slide numbering after moving or removing Projected
Image Blocks or adding Projected Image Blocks in between other
ones
– Click on the LGPro Update All Fields button
LGPro automatically inserts Projected Image Blocks for you when you
import finished slides

You can also add the Projected Image Block from the LGPro ribbon
to use as a placeholder for a finished slide

Which you will do in one of two circumstances, both of which
ultimately relate to using the REPLACE option when Importing
Finished Slides
– Either, you are creating slides in your leader guide as you build
your training materials; Learn more on page 158
– Or, you have made changes to a PowerPoint file you had
previously imported, and one of the changes is that you have
added some slides; Learn more on page 159
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Instruction Manual
Projected Image Block – Creating Slides in your
Leader Guide
You can insert Projected Image Blocks in your leader guide

to capture your thoughts about necessary slides as you build your
leader guide
– Don’t add graphics, but make a note in the Blocks about any
graphics you want to use – you will add them once you send
this info to PowerPoint

When you have added all of your slide content into Projected Image
Blocks in your leader guide
– You will use the Special/Extract Text for Slides function to send
this content over to PowerPoint, where you can finish creating
your slides. Learn more on page 175

When your PowerPoint file is ready
– You will use the Special/Import Finished Slides/Replace
function to send your slides into your Projected Image Blocks in
your leader guide, replacing your rough notes. Learn more on
page 158
This is the Projected Image Block
It is found at the top of the first column in the LGP Blocks and Other
Automated Entry Elements group on the LGPro ribbon
Steps to follow to create Slides in your Leader Guide

Place your cursor in the LGP Block just above where you want your
Projected Image Block – or by a paragraph mark

Click on the Projected Image Block button
– You will see a Projected Image Block like this
Page 190

Leave the default text and slide number as is

After the slide number, enter a Slide Title and hit Enter on your
keyboard
(Continued on next page)
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Projected Image Block – Creating Slides in your
Leader Guide, continued
Steps to follow to create Slides in your Leader Guide, continued

Enter in any text or bullet points you want on this slide

Note any graphics you want to add once in PowerPoint
Sample completed Projected Image Block

Leaving your cursor in the Projected Image Block
– Click on the button for the next LGP Block you want in your
leader guide

Add content to the next Block

Continue adding Blocks and content, and adding Projected Image
Blocks as needed
Points to Remember

The only content you should put in a Projected Image Block is
– the content you want on that slide
– and any notes about how to treat the slide once in PowerPoint,
such as graphics to add, etc.

Notes about what you want the trainer to say or do in relation to a
slide
– should be placed in a different type of LGP Block just below the
Projected Image Block

BECAUSE – everything in your Projected Image Blocks except the
very first line with the Slide # and your Slide Title will be replaced
with your actual finished slide image when you ultimately run
Special/Import Finished Slides/Replace
© 2009 Great Circle Learning. All rights reserved.
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Projected Image Block – Creating Slides in your
Leader Guide, continued
IMPORTANT NOTE
Your PowerPoint and leader guide files are not linked

Once in PowerPoint, if you add or delete slides
– Go back to your leader guide and add or delete slides
accordingly

Conversely, if you add or delete slides in your LeaderGuide
– Go back to your PowerPoint file and add or delete slides
accordingly

Click on Update All Fields to update slide numbering in your leader
guide
Best Practice Tip
Other than entering a few slide blocks and running an extract just to
test it and see how this feature works…

It is best to wait until you have added all of your slide blocks into
your leader guide before doing the extract because every time you
run the extract you create a new PowerPoint file

However, if you want a separate slide file for each module you
create in your leader guide, then run the extract as you go, after
you complete each module
– With this method, after your first extract, once in PowerPoint
use the slide sorter view to delete the slides that have come in
from your previous modules, if any
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Functionality – How to Use the LGPro Ribbon Buttons
Projected Image Block –Using it as a Placeholder
Using a Projected Image Block as a Placeholder
You will use a Projected Image Block as a Placeholder in one of two
circumstances

You are building a leader guide and
– you have existing slides that you haven’t imported yet
– so you are inserting Projected Image Blocks as placeholders to
indicate the exact places in your leader guide where a slide will
ultimately sit

You are updating an existing leader guide that already has
imported slides in it and
– part of the updating involves bring in an edited slide file
– and the edited slide file contains more slides than are currently
in your leader guide
Steps to follow when you are building a leader guide
and have slides that you haven’t brought in yet

Every time you come to a spot where the trainer should show a
slide
– insert a Projected Image Block as a placeholder
– you may want to type in a slide title after the phrase
Show Slide #:
– there is no need to type anything else into the Block
– anything you type into the body of the Block will be replaced
by your slide image once you import your PPT file

To move or remove Projected Image Blocks
– Cut and Paste them
– Or to update slide numbering, click on Update All Fields
– Learn more on page 189

Once all of your slide placeholders are in your leader guide
– Run the slide import with the Replace option
– All of your Projected Image Block placeholders will be
populated with your actual slide images
– Learn more on page 158
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Projected Image Block –Using it as a
Placeholder, continued
Steps to follow when you are updating an existing leader guide
with an edited slide file that has more slides in it than you have in your
leader guide

In your PowerPoint file
– Note the slide numbers associated with the slides you have
added to this file

In your leader guide
– Start by clicking on the Update All Fields button to ensure that
the slide numbering in your Projected Image Blocks is accurate
– Next, starting at the beginning of your leader guide, use the Go
To function to Go To/Next Projected Image
– In chronological order, navigate through your Projected Image
Blocks to the places where you need to insert a new Projected
Image Block as a placeholder
– Place your cursor in the Block just above/before the spot where
you need to add the new slide and click on the Projected Image
Block button
– Add a Slide Title if you want to
– Do NOT manually change the slide numbering
– After you have added all of your Projected Image Block
placeholders, click on the Update All Fields button to update
your slide numbering
– Lastly, you may now want to start at the beginning of your
leader guide and use Go To/Next Projected Image to move
through your Projected Image Blocks to verify that you have
– the correct number of Projected Image Blocks
– in the correct places in your leader guide

Once you are confident that your leader guide is all set
– Run the Special/Import Finished Slides/Replace function;
Learn more on page 158
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Functionality – How to Use the LGPro Ribbon Buttons
Transition Blocks
The Transition Block is important in LeaderGuide Pro™
It is found at the top of the sixth column in the LGP Blocks and Other
Automated Entry Elements group on the LGPro ribbon

Hovering over the button reveals the button description
– Transition
Transition to
This is a Transition Block
Transition Blocks are automatically added to the end of the current
Lesson every time you add a New Module

Because they are necessary for building the Training At A Glance

These Blocks start out saying only “Transition to”

Once you click on
– the Update All Fields button; Learn more on page 148
– followed by the TAG button (Generate the Training At A Glance);
Learn more on page 145
– the Transition Blocks will automatically fill in with the name of
the next module
– and they will update every time you click on the Update All
Fields button (reflecting any changes you might make to your
module names)

When you export from a participant guide to a leader guide
Transition blocks will be added for you

The very last Lesson in your leader guide will not have a Transition
Block
– Unless you choose to add one; LeaderGuide Pro™ doesn’t need
it

If you delete (cut) the Transition blocks that LeaderGuide Pro™
adds for you, they will be added back by LGPro every time you click
on the TAG button (Generate Training At A Glance)

If you import archived modules, your Transition Blocks will update
with the correct information as soon as you click on the Update All
Fields button followed by the TAG button
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Transition Blocks, continued
You can also add Transition Blocks into your leader guide as needed

For instance, you may want to use them for transitions between
Lessons

Complete them according to your needs
– LeaderGuide Pro™ will not automatically populate or update
the “Transition to” line in Transition Blocks that you add
Steps to follow to add a Transition Block to your leader guide

Place your cursor in the Block just above the spot where you want
the Transition Block to insert

Click on the Transition Block button on the LGPro ribbon
Steps to follow to remove a Transition Block from your leader guide
Page 196

Highlight the entire Block (row) and CUT it

Before you can complete the Cut you will see this dialog box

Click on Yes
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Assessment Blocks
Assessment Blocks allow you to add pre-formatted test
questions into your leader guide
When you click on the Assessment Block button, you will see these
options
The Assessment Blocks button is found at the top of the eighth column
in the LGP Blocks and Other Automated Entry Elements group on the
LGPro ribbon

Hovering over the button reveals the button description
– Assessment Blocks
Steps to follow to add an Assessment Block to your leader guide

Place your cursor in the Block just above the spot where you want
the Assessment Block to insert

Click on the Assessment Block button on the LGPro ribbon

Click on the Assessment option you need and add the information

Continue as needed
See next pages for detailed guidance on working with the various
Assessment Blocks
Steps to follow to extract an Assessment from your leader guide
As a standalone document

Click on Special/Export Assessments, Cases and Handouts ; Learn
more on page 179
Into a Participant Guide

Click on Special/Extract Participant Guide Text; Learn more on
page 175
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Assessment Blocks, continued
Working in an Assessment Block
Other than the Assessment Instructions Block, Assessment Blocks
insert into your leader guide with

Non-printing red text around them

This is necessary for extraction purposes

Do not delete the red text if you intend to extract your Assessment
into a Participant Guide or as a standalone document
Example of a leader guide page with Assessment Blocks
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Assessment Blocks, continued
Steps to follow to…
Add a Question in an Assessment Block

Place your cursor in the first blank row and type in your question or
statement
Add Answers

Since you are in the leader guide, you probably want to type in the
correct answer for each question

Note that the answers will be included when you extract the
Assessment into a Participant Guide or a standalone Assessment
document
– Remove the answers in your extracted documents
Numbering your Questions

You may number your questions if desired

As you add other Assessment Blocks, adjust the ongoing
numbering accordingly
Add a new row to an Assessment Block

Right click in a row and select
– Insert/Insert Rows Above or Insert Rows Below

After inserting a row, it will look like this

You must type a letter into the first cell – it will be a non-printing
character, in red
– Example
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Assessment Blocks, continued
Example of a True/False Assessment Block
Example of a Fill In the Blank Assessment Block
Example of a 2-Column Match Assessment Block
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Assessment Blocks, continued
Example of a Multiple Choice Assessment Block

In this type of question, if you need more than 4 choices for a given
question
– Insert an additional row above the “Last choice” row for the
given question, and adjust the choice lettering as needed

To add more Multiple Choice questions
– You may find it easier to copy and paste an entire Q & A
segment rather than inserting rows
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Case Study Blocks
Case Study Blocks allow you to build formatted cases in your
leader guide
When you click on the Case Study Block button, you will see these
options
The Case Study Blocks button is the second button in the eighth
column in the LGP Blocks and Other Automated Entry Elements group
on the LGPro ribbon

Hovering over the button reveals the button description
– Case Study Blocks
Steps to follow to add a Case Study to your leader guide

Place your cursor in the Block just above the spot where you want
the Case Study Block to insert

Click on the Case Study Blocks button on the LGPro ribbon

Select the Case Study option you need

Add content to the block
Steps to follow to extract a Case Study from your leader guide
As a standalone document

Click on Special/Export Assessments, Cases and Handouts ; Learn
more on page 179
Into a Participant Guide

Page 202
Click on Special/Extract Participant Guide Text; Learn more on
page 175
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Case Study Blocks, continued
Working in Case Study Blocks
The Case Study Instructions Block inserts and works like any other
LGP Block
The Case Study Contents Block inserts into your leader guide with

Non-printing red text
– This is necessary for extraction purposes

Do not delete the red text if you intend to extract your Case Study
into a Participant Guide or as a standalone document
Example of a leader guide page with Case Study Blocks
Steps to follow to work in the Case Study Content Block

Click on the gray [Title of the Case Study] text and type in the case
study title

Click on the gray [Text of the Case Study] text and type in or paste
in the case study content
– You may want to use Paste Special to maintain your consistent
leader guide formatting; Learn more on page 135

Do not delete the non-printing red text

To allow your Case Study Content Block to flow across multiple
pages in your leader guide
– place your cursor in the Block and
– click on the Word Layout tab
– click on Properties/Row/Allow row to break across pages
– Learn more on page 268
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Handout Blocks
Handout Blocks allow you to build formatted handouts in your
leader guide
When you click on the Handout Blocks button, you will see these
options
The Handout Blocks button is the third button in the eighth column in
the LGP Blocks and Other Automated Entry Elements group on the
LGPro ribbon

Hovering over the button reveals the button description
– Handout Blocks
Steps to follow to add a Handout Block to your leader guide

Place your cursor in the Block just above the spot where you want
the Handout Block to insert

Click on the Handout Blocks button on the LGPro ribbon

Select the Handout option that you need

Add content to the Block
Steps to follow to extract a Handout from your leader guide
As a standalone document

Click on Special/Export Assessments, Cases and Handouts ; Learn
more on page 179
Into a Participant Guide

Page 204
Click on Special/Extract Participant Guide Text; Learn more on
page 175
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Handout Blocks, continued
Working in Handout Blocks
The Handout Instructions Block inserts and works like any other LGP
Block
The Handout Content Block inserts into your leader guide with

Non-printing red text
– This is necessary for extraction purposes

Do not delete the red text if you intend to extract your Case Study
into a Participant Guide or as a standalone document
Example of a leader guide page with Handout Blocks
Steps to follow to work in the Handout Content Block

Click on the gray [Handout Title] text and type in the handout title

Click on the gray [Text or image of the Handout] text and type in or
paste in the handout content
– You may want to use Paste Special to maintain your consistent
leader guide formatting; Learn more on page 135

Do not delete the non-printing red text

To allow your Handout Content Block to flow across multiple pages
in your leader guide
– place your cursor in the Block and
– click on the Word Layout tab
– click on Properties/Row/Allow row to break across pages
– Learn more on page 268
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Empty Block
The Empty Block does not contain an icon graphic
When you click on the Empty Block button, you will insert an LGP Block
like this
The Empty button is the first button in the ninth column in the LGP
Blocks and Other Automated Entry Elements group on the LGPro
ribbon

Hovering over the button reveals the button description
– Empty
Steps to follow to add an Empty Block to your leader guide

Place your cursor in the Block just above the spot where you want
the Empty Block to insert

Click on the Empty Block button on the LGPro ribbon

Add content to the Block
Steps to follow to extract an Empty Block from your leader guide
As a standalone document

Place your cursor at the beginning of the content you have added
to the Block
– Click on Special/Mark Selective Blocks for Extract; Learn more
on page 182
– Click on Special/Export Assessments, Cases and
Handouts/Manually Selected Blocks and Bracketed Elements;
Learn more on page 179
Into a Participant Guide

Place your cursor at the beginning of the content you have added
to the Block
– Click on Special/Mark Selective Blocks for Extract; Learn more
on page 182
– Click on Special/Extract Participant Guide Text/Manually
Selected; Learn more on page 175
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Functionality – How to Use the LGPro Ribbon Buttons
Capture Notes Functions
Capture Notes Functions allow you to add LGP Block
formatted notes space in your leader guide
Which your trainer can use to add personal notes to the leader guide
When you click on the Capture Notes Functions button, you will see
these options
The Capture Notes Functions button is the second button in the ninth
column in the LGP Blocks and Other Automated Entry Elements group
on the LGPro ribbon

Hovering over the button reveals the button description
– Capture Notes Functions
Steps to follow to add a Capture Block to your leader guide

Place your cursor in the Block just above the spot where you want
the Capture Block to insert

Click on the Capture Block button on the LGPro ribbon
– You may want to place your cursor in the body of the block and
hit Enter a few times on your keyboard to add more space to
the block
Capture your notes here.
This is a Capture Block
Steps to follow to add a Capture Page to your leader guide

Place your cursor in the Block just above the spot where you want
the Capture Page to insert

Click on the Capture Page button on the LGPro ribbon
– A page break will be inserted
– The Capture Notes Page will begin at the top of the next page in
your leader guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Capture Notes Functions, continued
Sample Capture Notes Page in a leader guide
Steps to follow to carry over your Lesson name on your Capture Page
Page 208

Place your cursor by the Page Break that was inserted just before
the Capture Page

Click on the Continue Lesson button

On the top of the next page you will see your Lesson name with a
paragraph mark and a page break right under it – delete the
paragraph mark and the Page Break
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Functionality – How to Use the LGPro Ribbon Buttons
Capture Notes Functions, continued
Steps to follow to carry over your Lesson Name heading onto the
leader guide page after your Capture Page

Place your cursor in the first LGP Block that comes at the end of
your Capture Page

Click on the Continue Lesson button

On the top of the next page you will see your Lesson name and
your LGP Block
Steps to follow to adjust how your Capture Page fits your leader guide
page

Highlight some of the rows in the Capture Page and Cut them
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Instruction Manual
Capture Lines
Capture Lines allow you to add lines to a leader guide page

Within LGP Blocks

And simply on a page, outside of the Block format
The Capture Lines button is the third button in the ninth column in the
LGP Blocks and Other Automated Entry Elements group on the LGPro
ribbon

Hovering over the button reveals the button description
– Capture Lines
Steps to follow to add Capture Lines to an LGP Block in your leader
guide

Place your cursor at a paragraph mark in the Block at the spot
where you want the Capture Lines to insert

Click on the Capture Lines button on the LGPro ribbon
– Two lines will insert, with a paragraph mark right below them
– To add more lines, place your cursor by the paragraph mark
right below the lines you added and click on the Capture Lines
button again
Sample Capture Lines
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Functionality – How to Use the LGPro Ribbon Buttons
Capture Lines, continued
Steps to follow to add Capture Lines to a page in your leader guide,
outside of an LGP Block

Place your cursor at a paragraph mark outside of a Block at the
spot on your page where you want the Capture Lines to insert

Click on the Capture Lines button on the LGPro ribbon
– Two lines will insert, with a paragraph mark right below them
– To add more lines, place your cursor by the paragraph mark
right below the lines you added and click on the Capture Lines
button again
Sample Capture Lines below and outside of an LGPro Participant
Workbook Block
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Functionality – How to Use the LGPro Ribbon Buttons
Instruction Manual
Speaker Notes Block
The Speaker Notes Block is new – It holds notes imported from
PowerPoint
Speaker Notes Blocks are automatically inserted when you Import
Finished Slides and Notes; Learn more on page 165
You can also add Speaker Notes Blocks from the LGPro ribbon
The Speaker Notes button is the top button in the tenth and last
column in the LGP Blocks and Other Automated Entry Elements group
on the LGPro ribbon

Hovering over the button reveals the button description
– Speaker Notes
Steps to follow to add a Speaker Notes Block to your leader guide

Place your cursor in the Block, or by a paragraph mark, just above
the spot where you want the Speaker Notes Block to insert

Click on the Speaker Notes button on the LGPro ribbon

Set the LGPro Text Style to maintain consistency; the Speaker
Notes Block is the only LGP Block that is not pre-formatted with the
proper LGPro Text styles
– Your cursor will be flashing at the beginning of the Block
– Before you start typing, click on the LGPro Title Text Formatting
button to set the text style properly for the first line in a Block
– After typing in your first line and hitting Enter on your keyboard,
the text style should automatically change to LGPro Text; if not,
adjust it using the LGP Text Formatting buttons; Learn more on
page 131 and on page 133
This is a Speaker Notes Block
There is something special about Speaker Notes Blocks…
If you use george! to send PowerPoint slides and notes into a leader
guide, george! will later update your slides and notes as long as your
slide notes remain in Speaker Notes Blocks in your leader guide
Learn more about george! on page 259
Page 212
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Functionality – How to Use the LGPro Ribbon Buttons
Custom Blocks
The Custom Blocks button allows you to access the six
custom LGP Blocks you may have added to your LGPro Template
When you click on the Custom Blocks button, you will see these
options
The Custom Blocks button is the second button in the tenth and last
column in the LGP Blocks and Other Automated Entry Elements group
on the LGPro ribbon

Hovering over the button reveals the button description
– Custom Blocks
Steps to follow to insert Custom Blocks on a leader guide page
Assumption: You have added Custom Blocks to your LGPro Template
using the LGPro Blocks v7 Utility

Place your cursor in the Block just above the spot where you want
the Custom Block to insert

Click on the Custom Blocks button on the LGPro ribbon

Click on the Custom Block you want to insert
Steps to follow to add Custom Blocks to your LeaderGuide Pro™
Template

Click on Start/All Programs/LeaderGuide Pro 7 Plus Utilities/LGPro
Blocks v7

Follow the prompts and instructions

Learn more on page 224
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Custom Blocks, continued
About the Custom Blocks dialog box options
LGPro will always refer to your custom blocks as Custom Block 1,
Custom Block 2, etc.
Do NOT change the names of the Custom Blocks.

To refresh your memory about your Custom Blocks
– refer to the Graphics Cues page in the Getting Started section
of your leader guide

Your custom block icon graphics will appear on the Graphic Cues
page
Sample Graphic Cues page
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Functionality – How to Use the LGPro Ribbon Buttons
Text Entry Elements
The Text Entry Elements button gives you access to
a number of preformatted text and graphical elements
That you can insert into LGP Blocks or simply on a leader guide page
outside of the Block format to
– Further call attention to an action you want the trainer to take
– Dress up your page
When you click on the Text Entry Elements button, you will see this
dialog box
The Text Entry Elements button is the third button in the tenth and last
column in the LGP Blocks and Other Automated Entry Elements group
on the LGPro ribbon

Hovering over the button reveals the button description
– Text Entry Elements
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Rev. Date 12/03/2009
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Instruction Manual
Text Entry Elements, continued
Steps to follow to add a Text Entry Element into an LGP Block in your
leader guide

Place your cursor at a paragraph mark in the Block at the spot
where you want the Text Entry Element to insert

Click on the Text Entry Elements button on the LGPro ribbon

Click on the Text Entry Element you want to insert
Sample Text Entry Element
Take a Break
Steps to follow to add a Text Entry Element to a page in your leader
guide, outside of an LGP Block

Place your cursor at a paragraph mark outside of a Block at the
spot on your page where you want the Text Entry Element to insert

Click on the Text Entry Elements button on the LGPro ribbon

Click on the Text Entry Element you want to insert
Sample Text Entry Element below and outside of an LGP Say Block
Transition to LGPro Utilities – Customizing Tools
Page 216
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LGPro Utilities – Customizing Tools
LGPro Utilities – Customizing Tools
Goal
The purpose and goal of this module is to teach you how to use all of
the LGPro Utilities
Time
5 – 10 minutes per utility
Overview
Look up the Utility you need to use and follow the instructions provided
Materials Needed

Instruction Manual
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 217
LGPro Utilities – Customizing Tools
Instruction Manual
How to Access the Utilities
Click on the Start button in the lower left corner of your screen
Page 218

Click on All Programs/LeaderGuide Pro 7 Plus Utilities to rveal the
drop down menu

Click on the Utility you need to open it
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
LGPro Utilities – Customizing Tools
Colors and Logo Utility
Use this Utility to change the default Cover page logo and colors

Changes you make using this utility will
– change your LGPro and PGPro templates so that they will open
with your logo and your colors
– apply to all NEW leader guides and participant guides you
create, and will not affect existing documents

Close all other files, programs and applications including Outlook
before running this utility
Steps to follow to place your logo on the cover page in your LGPro
Template
So that every time you create a new leader guide the cover page will
have your logo in place
Have a small size logo file available for use
Assumption – you have opened the LGPro Colors and Logo Utility
worksheet; Learn more on page 218
Follow the instructions provided in the Utility worksheet, summarized
below

Under LeaderGuide Pro Settings in the Utility Worksheet
– Highlight the Great Circle Learning logo
(Continued on next page)
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Instruction Manual
Colors and Logo Utility, continued
Steps to follow to place your logo on the leader guide cover page,
continued

Along the top of your computer screen, click on the Insert tab, and
then click on Picture in the Illustrations group

This will take you into Windows Explorer

Navigate to the logo file you want to use
– Highlight the logo file
– Click on Insert

If your logo doesn’t fit well into the space where the default logo
was, you should consider having it resized to fit

Repeat this process for ParticipantGuide Pro
OR, if you are not making any other changes

Click on the LGPro tab and then click on the red Pro Update button

Follow the prompt to Save your Custom Color and Logo as of xx-xxxx
– Save this file in Documents\LeaderGuide Pro Library\LGP
Template Customizations
Page 220

Your LeaderGuide Pro™ master template will be updated with your
changes

Open LGPro and Create a new leader guide to view your changes
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
LGPro Utilities – Customizing Tools
Colors and Logo Utility, continued
Steps to follow to change the Colors on the cover page in your LGPro
Template
So that every time you create a new leader guide the cover page will
have your colors in place
Assumption – you have opened the LGPro Colors and Logo Utility
worksheet; Learn more on page 218
Follow the instructions provided in the Utility worksheet, summarized
below

Under LeaderGuide Pro Settings in the Utility Worksheet
– Place your cursor in the Cover Panel

Along the top of your computer screen, click on the Home tab
– In the Paragraph group, click on the arrow to the right of the
tipping over paint bucket (the Shading button)
– Select your color
– If you do not want any color on the cover page, select White
– Do not select “No Color”

Repeat this process for the Header and Footer if desired

Repeat this process for ParticipantGuide Pro if desired
(Continued on next page)
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Colors and Logo Utility, continued
Steps to follow to change the Colors on the cover page in your LGPro
Template, continued
When you are done making changes

Click on the LGPro tab and then click on Update

Follow the prompt to Save your Custom Color and Logo as of xx-xxxx
– Save this file in Documents\LeaderGuide Pro Library\LGP
Template Customizations
Page 222

Your LeaderGuide Pro™ master template will be updated with your
changes

Open LGPro and Create a new leader guide to view your changes
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
LGPro Utilities – Customizing Tools
Convert to V7 Utility
Use this Utility to update existing leader guides to your current LGPro
Template
You can update leader guides created with earlier versions of LGPro
and existing v7 leader guides created prior to your current customizing
Convert to V7 updates
– LGPro Styles and
– LGP Blocks (icon graphics and default text)
– to match your current LGPro 7 Plus template
Changes you make using this Utility will apply only to the existing
leader guide you select to Convert
Steps to follow to Convert to V7
Assumption – you have opened the LGPro Convert to V7 Utility
worksheet; Learn more on page 218
Follow the instructions provided in the Utility worksheet, summarized
below

Click on the Run Convert button

Follow the prompts to select the file you want to convert and to run
the conversion for the file

Save the converted file with a new name
This Utility updates all of the LGP Blocks that are in use in the leader
guide you are converting

according to the STYLE associated with them

not according to the graphic (visual) that you see on the page
In other words…
– If in the leader guide you are converting you had inserted a
“Say” Block and later pasted over the Say icon graphic with a
Flipchart icon graphic…
– the Convert process will insert your v7 Say icon graphic into
that Block, not a Flipchart icon graphic
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Instruction Manual
LGP Blocks Utility
This Utility opens a Worksheet with all of the LGP Blocks that are
available for use in LeaderGuide Pro™ leader guides
Example of an LGP Block with alternative graphics
as it appears in this Utility
Use this Utility to add

Up to six custom LGP Blocks
And use this Utility to change

LGP Block icon graphics
– We offer alternative graphics for most Blocks
– To use your own graphics or clip art as icons in the Blocks
– size them at .72” x .72”
– make sure they have a dpi of no less than 240
– insert them properly, using the Word command
Insert/Picture from File or Insert/Clip Art

LGP Block default text
– Edit or remove the phrases that insert as the first line in some
of the LGP Blocks
– Add content to any of the Blocks
If you want to change the fonts and text styles in the Blocks

Use the LGP Block Styles Utility
NOTE: The PGPro Blocks Utility Worksheet works the same way
Page 224
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LGPro Utilities – Customizing Tools
LGP Blocks Utility, continued
Steps to follow to run the LGP Blocks Utility to change icon graphics
Assumption – you have opened the LGP Blocks Utility worksheet;
Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility
Do not change the default style of any cell
Follow the instructions provided in the Utility worksheet, summarized
below

Delete the icon you want to change

Copy one of the recommended alternative icons

Paste it into the left column cell of the block
OR, after deleting the existing icon

Place your cursor in the left cell where the icon belongs

Use the Word Insert/Picture function to insert your own graphic
– Your custom icon size should be.72” x .72”
– And it should have a dpi of no less than 240
You will see your changes

on the Graphics Cues page in the Getting Started section of your
leader guide

and when you insert any of your customized LGP Blocks into a
leader guide
You will not see your changes in the LGPro ribbon

Suggestion
– Print your Custom LGP Blocks Worksheet as a reference
– Find this in Documents/LeaderGuide Pro Library/LGP Template
Customizations/Custom Leader Guide Blocks as of xx-xx-xx
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Instruction Manual
LGP Blocks Utility, continued
Your changes will apply to

All new leader guides that you create after you run the Utility

Not to existing leader guides

Suggestion
– To apply these changes to an existing leader guide, Run the
Convert Utility; Learn more on page 223
Steps to follow to run the LGP Blocks Utility to change the default text
in the LGP Blocks, or to add text
Assumption – you have opened the LGP Blocks Utility worksheet;
Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility
Do not change the default style of any cell
Follow the instructions provided in the Utility worksheet, summarized
below

Highlight the text you want to change

Type over it with your edits, or simply delete it if you do not want
any default text to appear when the block is inserted
– Do not Paste text in from another source

Check the Styles of any text you add to make sure that
– The first line is LGP Title
– And the following paragraph (which includes the end of cell
mark) is LGP Text or LGP Bullet List
– Learn more about styles on page 44 and about how to check
them on page 266
How to Apply your Changes

Click on Update on the LGPro Tab
– Be sure to Save your Custom LGP Blocks Utility Worksheet
Open LGPro and create a new leader guide to see your changes
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LGPro Utilities – Customizing Tools
LGPro Styles Utility
Use the LGPro Styles Utility to customize the following LGPro Style
types
– Program Name
– Module Title
– Lesson Title
– LGP Title Text
– LGP Text
– LGP Header
– LGP Footer

You can alter the font and paragraph characteristics of each of
these LGPro Styles, including
– Font type, font size, and font characteristics such as Bold, Italic,
Underlined, Centered, etc.

Changes you make to the LGPro Styles using this Utility will
become the standard for all leader guides you create or open with
the LeaderGuide Pro™ template on your computer
IMPORTANT NOTE
Do not change the STYLE NAMES you see in this Utility Worksheet
Example of a Style Name (highlighted in green)
What you can change are the style characteristics of the text inside
the blue box, which in this case is Module Titles
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LGPro Styles Utility, continued
Steps to follow to run the LGPro Styles Utility
Assumption – you have opened the LGPro Styles Utility worksheet;
Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility
Follow the instructions provided in the Utility worksheet, summarized
below

Highlight the entire BLUE box of the LeaderGuide Pro Style you
want to change

Click on the Word Home tab and use the functions in the Font and
Paragraph groups to adjust the Font and/or Paragraph
characteristics, such as
– Font type; such as Book Antiqua, Arial. Verdana, etc.
– Font size
– Bold, Italic, Underline, Case (All Upper Case, all lower case,
etc.), Font Color, Highlighting, Spacing (Single, Double, Points
Before, Points After, etc.)
How to Apply your Changes

Click on LGPro Tab

Click on the Update button

Be sure to Save your Custom LGPro Styles Worksheet
Open LGPro and create a new leader guide to see your changes
Page 228
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LGPro Utilities – Customizing Tools
PGPro Blocks Utility
Steps to follow to run the PGPro Blocks Utility
Assumption – you have opened the PGPro Blocks Utility worksheet;
Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility

Follow the same steps as for the LGP Blocks Utility
– Learn how on page 224
Running this Utility will customize the PGPro Blocks in ALL THREE of
your PGPro Templates

Classic

Modern

Elegant
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Instruction Manual
PGPro Styles Utility
There are three PGPro Templates

Classic

Modern

Elegant
Each one has a different set of fonts and style characteristics
associated with these seven key PGPro styles
– PGP Program Name
– PGP Module Title
– PGP Lesson Title
– PGP Title
– PGP Text
– PGP Header
– PGP Footer
When you open the PGPro Styles Utility you will be asked to indicate
which PGPro template you want to customize
Steps to follow to run the LGPro Styles Utility
Assumption – you have opened the PGPro Styles Utility worksheet;
Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility

Follow the same steps as for the LGPro Styles Utility
– Learn how on page 227
Page 230
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Instruction Manual
LGPro Utilities – Customizing Tools
Setup Master Library Utility
LeaderGuide Pro™ 7 creates a “local library” folder and a “master
library” for you to use to store your LGPro training material files

Learn more about the LeaderGuide Pro Library folders on page 27
The purpose of having two library folders is to provide you with

a source document backups and

the ability to easily share archived Modules and Lessons, as well
as complete leader guides and participant guides with your
colleagues
The Setup Master Library Utility guides you through the process of
setting up the Master LGPro Library on a shared network drive
Steps to follow to run the Setup Master Library Utility
Assumption – you have opened the Setup Master Library Utility
worksheet; Learn more on page 218
Close all other files, programs and applications including Outlook
before running this utility
Follow the instructions provided in the Utility worksheet, summarized
below
VERY IMPORTANT: Step 1 should be done just once, by a member of
your team who has LeaderGuide Pro installed on their computer

Step 1
– Open Windows Explorer and go to the current location of your
LeaderGuide Pro Master Library, which is listed in your Utility
Worksheet
– Highlight the LeaderGuide Pro Master Library folder
– NOT the folder named LeaderGuide Pro Library (which is
your local library and must stay where it is)
– Move the LeaderGuide Pro Master Library folder to a shared
network location that your colleagues can access
– Move via Copy & Paste, Cut & Paste, or Drag & Drop

Complete Steps 2 - 5 (see next page) and then
– Share the full new file pathname with your colleagues who have
LGPro installed on their computer, directing them to open their
Setup Master Library Utility, skip Step 1 and complete Steps 2 5
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Instruction Manual
Setup Master Library Utility, continued
Steps to follow to run the Setup Master Library Utility, continued

Step 2
– Everyone with LGPro installed on their computer should copy
and paste the new full file pathname for the LeaderGuide Pro
Master Library into the box provided in Step 2 on the Utility
Worksheet

Step 3
– Make sure the pathname ends with “LeaderGuide Pro Master
Library\”
– You may need to type in the ending backslash

Step 4
– Click on the Update button on the LGPro ribbon
– The Utility Worksheet will refresh and your new master library
location will be reflected in the document
– Follow the pathname to verify it
– If you’ve made a mistake, execute these steps again

Step 5 - If you Copied and Pasted your LeaderGuide Pro Master
Library folder instead of moving it or cutting it
– You now a Master Library in your personal Documents directory
and on your shared network drive
– Delete the duplicate LeaderGuide Pro Master Library folder
from your personal Documents directory
– DO NOT delete the folder named LeaderGuide Pro Library
For the one person executing Step 1

After completing the rest of these steps remember to
– Share the full new file pathname with all members of your team
who have LGPro installed on their computer
– Direct them to open their Setup Master Library Utility, skip Step
1 and complete Steps 2, 3, 4 and 5
Page 232
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LGPro Utilities – Customizing Tools
Update Library Registry Utility
Use this utility to add and update Master Records for ALL of your
instructional materials and courses into the LGPro Librarian Registry

It is alternative means to add to and update the Registry
– particularly useful for adding and updating records for nonLGPro generated materials

Master Records describe the specific Courses offered within given
a given Curriculum and Subject area
– Courses are also “tagged” to specific Target Audiences, Core
Competencies (or KPI), and other customizable Meta Tags
– Each Course in the Registry is further described with a brief
overview, learning objectives, length, prerequisites, and more

You can access this same functionality using Librarian button on
the LGPro ribbon when you are in an LGPro document
– Learn more on page 98
Steps to follow to run the Update Library Registry Utility
Assumption – you have opened the Update Library Registry Utility
worksheet; Learn more on page 218
Follow the Utility Worksheet instructions, summarized below

When you open this Utility you will be in Word

Click on the LGPro Librarian tab to access its ribbon

Use the Master Records of Courses buttons above on the left to
– Add a Master Course Record; Learn more on page 117
– Update a Master Course Record; Learn more on page 121
– Remove a Master Course Record; Learn more on page 124

Click on the button for the action you want to take

Complete the Registry Record form that comes up and follow the
prompts to Save the Record
(Continued on next page)
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LGPro Utilities – Customizing Tools
Instruction Manual
Update Library Registry Utility, continued
Steps to follow to run the Update Library Registry Utility, continued

Click on the LGPro Librarian tab to access its ribbon

Use the buttons in the Source Materials Records group, above on
the right to
– Archive leader guide and participant guide content for sharing
and reuse; Learn more on page 102
– Associate electronic source material files that are contained in
the Library or other storage locations with specific Master
Course Records, so that the source material records will be
listed within the Master Record when you bring up a Master
Record; Learn more on page 127
Page 234

Click on the button for the action you want to take

Complete the Registry Record form that comes up

Follow the prompts to save the Record
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
LGPro Utilities – Customizing Tools
Customize your Librarian Registry Record Form
Meta tags
The Librarian Registry File is a special automated Excel workbook
You will add records to this file by completing easy to use record forms
that you will access by using the

Librarian button when in LGPro; Learn more on page 98

Or the Update Library Registry Utility; Learn more on page 233
Customize the Librarian Record Form meta tags to make them specific
to your company, for the areas listed below
– Curriculum
– Subject Area
– Competency/KPI
– Target Audience
– Delivery Source
– Owner/Author
– Meta Tag 2
– Meta Tag 3
Customize your local Librarian Record form meta tags to be consistent
with your Master Librarian Record form meta tags
Steps to follow to customize your Librarian Registry Record Form Meta
Tags

Access your local Librarian Registry Forms Customization
worksheet in Windows Explorer in
– Documents/LeaderGuide Pro Library/zLGPro Librarian Registry
Files/LGPro Custom Meta Tags

Follow the instructions on the form

Resave this document in the same LGPro folder and with the same
file name
Follow this process again for your LeaderGuide Pro Master Library

Find your Master Forms Customization worksheet in either
– Documents/LeaderGuide Pro Master Library/zLGPro Librarian
Registry Files/LGPro Custom Meta Tags
– OR where your shared Master Library folder is stored
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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LGPro Utilities – Customizing Tools
Instruction Manual
Restoring the LGPro Template Defaults
How to restore the LeaderGuide Pro™ template defaults

Close all other programs and applications

Go to Start/All Programs/LeaderGuide Pro 7 Utilities

Open the Utility you want to restore and follow the prompts to Save
the default Utility Worksheet
– Do not change anything in the Utility Worksheet

Click on the Update button on the LGPro tab

Your LGPro template will be restored to the LGPro defaults in the
Utility Worksheet

Your changes will automatically be applied to
– New LGPro documents you create
– Existing LGPro documents you open through the LGPro Folder
button
The same instructions apply for restoring your PGPro Template
defaults
Page 236
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Instruction Manual
LGPro Utilities – Customizing Tools
Editing your LGPro Template Customizations
How to keep some of your Customization changes and alter others

Close all other programs and applications

Go to Documents\LeaderGuide Pro Library\LeaderGuide Pro
Template Customizations\

Open the appropriate Custom LGPro Worksheet

Make your changes in the Worksheet

Click on the Update button on the LGPro tab
– It will prompt you to save the Worksheet document and will
then automatically close

Your LGPro template will be customized according to your
Worksheet specifications

Your changes will automatically be applied to
– New LGPro documents you create
– Existing LGPro documents you open through the LGPro Folder
button
The same instructions apply for editing your PGPro Template defaults
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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LGPro Utilities – Customizing Tools
Instruction Manual
Reapplying your LGPro Template
Customizations
How to reapply Customizations you made in the past for use in prior
LGPro documents

Close all other programs and applications

Go to Documents\LeaderGuide Pro Library\LeaderGuide Pro
Template Customizations\

Open the appropriate Custom Worksheet
– Do not make any changes

Click on the Update button on the LGPro tab
– It will prompt you to save the worksheet document for your
records and will then automatically close

Your LGPro template will be customized according to your
specifications and your changes will automatically be applied to
– New LGPro documents you create
– Existing LGPro documents you open through the LGPro Folder
button
This is useful when you need to open existing documents created with
a different set of LGPro Template Customizations

If you do not reapply the customizations that were in place when
you created the existing document
– and you open it through LGPro
– your current LGPro Template will apply its styles and update the
appearance of the document

If you want to maintain the custom styles associated with the
document
– you must reapply the LGPro Template Customizations that were
in place when the document was created
– before you open the document
The same instructions apply for reapplying your PGPro Template
defaults
Page 238
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LGPro Utilities – Customizing Tools
Sharing your Template Customization
Worksheets with Colleagues
The LeaderGuide Pro™ and ParticipantGuide Pro™ templates reside
uniquely on each user’s computer
Each user will need to make changes to their leader guide and
participant guide templates using the LeaderGuide Pro 7 Utilities
If common customizations are desired

One person can set up the agreed upon template customizations

Everyone else will access the Customized Utility Worksheets and
run them on their computer
Customizations will apply to
– all new leader guides created after the customizations are
made
– all existing leader guides opened through LGPro after the
customizations are made
Step One
To be completed by the person designated to set up the Custom Utility
Worksheets

One at a time, follow the steps provided in the Utility Worksheet
and in this Instruction Manual to customize your LGPro template to
your company’s specifications
– Learn how to access the Utilities on page 218
– Learn how run the Colors and Logo Utility on page 219
– Learn how run the LGP Blocks Utility on page 224
– Learn how run the LGPro Styles Utility on page 227
– Learn how to run the Setup Master Library Utility on page 231
– Learn how to Customize your Librarian Registry Record Form
Meta tags on page 235

Follow the prompts to Save your Custom Worksheets to your local
Documents/LeaderGuide Pro Library/LGPro Template
Customizations folder

Verify that the customizations are as expected (open LeaderGuide
Pro™ and check)

Place a copy of each Utility Custom Worksheet in a shared location
and alert your colleagues that the Worksheets are available
© 2009 Great Circle Learning. All rights reserved.
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LGPro Utilities – Customizing Tools
Instruction Manual
Sharing your Template Customization
Worksheets with Colleagues, continued
Step Two - All other LGPro users
Complete the following steps for the
– Colors and Logo Utility
– LGP Blocks Utility
– LGPro Styles Utility
– PGPro Blocks Utility
– PGPro Styles Utility
See next page for guidance on the Setting up your Master Library and
Customizing your Library Form Meta tags

Save the file to your Documents/LeaderGuide Pro Library/LGPro
Template Customizations

Pay attention to which Utility you are working with

With the Worksheet open, attach the appropriate LGPro Utility
template to the worksheet (or PGPro) click on
– the Developer Tab along the top of your screen
– If your Developer Tab is not showing, see next page
– the Document Template option
– the Templates tab
– Attach
– Navigate to Templates/LeaderGuide Pro 7/Utilities (it should be
showing)
– Highlight the proper Utility template
– Click on Open or double click to select
– Click OK

Once you have attached the proper Utility template to your Custom
Worksheet
– Click on the LGPro Tab and click on the red Pro Update button
– Follow the prompts to Save your Custom Worksheet

Page 240
Repeat this process as needed, for each Custom Utility Worksheet
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
LGPro Utilities – Customizing Tools
Sharing your Template Customization
Worksheets with Colleagues, continued
Step Two for Master Library and meta Tags - All other LGPro users

Once you receive your Master Library shared file path information,
you will follow steps 2 – 5 of the Setup Master Library Utility
– Learn more on page 231

Learn how to Customize your Librarian Registry Record Form Meta
tags on page 235
If your Developer Tab is not showing in Word

Click on
– the Office button in the top left corner of your screen
– Word Options along the bottom of the dialog box that appears
– Add-Ins

In the bottom of the Add-Ins dialog box, next to Manage
– Click on Templates from the drop down menu and click Go

In the new dialog box that appears
– Click on the Templates tab if it is not already showing
– Click on Attach
– If it is not showing, navigate to Templates/LeaderGuide Pro
7/Utilities
– Select the proper Utility template
– Click on OPEN or double click to select
– Click OK

In your Customized Worksheet, click on the Update button
Transition to Organization & Macrostructure: Working in the Sections
of a Leader Guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
Organization & Macrostructure: Working
in the Sections of a Leader Guide
Goal
The purpose and goal of this module is to help you understand each
section of a leader guide and know what to do and what not to do
Time
5 – 10 minutes per section
Overview
Look up the section you need to know more about
Materials Needed

Page 242
Instruction Manual
How to Use LeaderGuide Pro™ – It's Easy!
Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
The Cover Page
After you save your document you will be on the Cover page

This is the first page of your new leader guide

You will see the Program Name you entered in the Create a New
Leader Guide dialog box
Customize the look of this page

Add your own logo and change the colors using the Colors and
Logo utility; Learn more on page 219

Change the font and characteristics of the Program Name using
the LGPro Styles utility; Learn more on page 227
You can add anything else you want to this page

You are in Word so anything that you can do in Word you can do in
this document
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
The Cover Page, continued
About the Program Name that appears on the Cover page

The Program Name is a field that will repeat at various places in
your leader guide

To add the Program Name yourself to any spot in your leader guide
– use the LGPro Instructional Term Shortcut =PN

To change your program name simply highlight it and type over it
– And then click on Update All Fields to update all references to
the Program Name throughout your document

The Program Name is formatted with 200 points before and 60
points after to position it properly on the page
– To Adjust Points Before and Points After
– Place your cursor in the Program Name
– Click on the Page Layout tab
– In the Paragraph group, adjust Spacing by adjusting the points
Before and/or After as needed
– There is no set formula for this – you need to play with the
spacing to get it to look right for what you are trying to do on
this page
Page 244
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Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
The Table of Contents
About the Table of Contents
The base LGPro template loads with this starting point Table of
Contents
The Table of Contents

Displays the Modules in a Heading 1 format and Lessons in a
Heading 2 format
– Modules (Heading 1)
– Lessons (Heading 2)
To build and update the Table of Contents

Every time you click on the Update All Fields button

You will have the option to refresh the Table of Contents
© 2009 Great Circle Learning. All rights reserved.
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
The Table of Contents, continued
Steps to follow to
Update your Table of Contents

Click the Update All Fields button; Learn more on page 148

The following box will appear; Click on Yes

This dialog box will appear every time you click on the Update All
Fields button
Get to your Table of Contents from anywhere in your document

Click the Go To button; Learn more on page 153

A drop down dialog box will appear

Click on Table of Contents
Navigate from your Table of Contents
Page 246

Place your cursor over the page number you want to go to

Press the CTRL key on your keyboard and click your mouse

This will take you to the desired page
How to Use LeaderGuide Pro™ – It's Easy!
Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Introductory Material
About the Introductory Material
Every time you create a new leader guide the base LGPro template
includes an Introductory Material section as its starting point.
The Introductory Material is comprised of two Modules

Getting Started

Training At A Glance
The Getting Started Module contains these Lessons

About This Guide

The Program in Perspective

Program Preparation
The Training At A Glance contains

A table that builds once you start building your leader guide, pulling
content from your Module Overview pages
All of these sections of the Introductory Material

Provide the trainer with important information

Always appear in the same place in every leader guide

Always contain the same combination of
– default text that you can edit as needed, and
– prompts to remind you to add key information the trainer will
need to prepare for and deliver the training program effectively
Steps to follow to work in the Getting Started Module

Edit, add and delete content as needed

Work within the LGP Block and Text formats to maintain a
consistent, professional look
– Learn more about LGP Blocks on page 186
– Learn more about LGPro Text formatting on page 131

Keep the Module and its Lessons in place so that your trainers can
count on always finding information in the same places in your
leader guides

If you want to delete all or most of this section from a leader guide
and you do not need the Training At A Glance, select the EXPRESS
option when in the Create a new LGPro document dialog box
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Introductory Material
Steps to follow to work in the Training At A Glance
The Training At A Glance page always starts out as a blank page, other
than the heading

There is never a time when you will need to type on this page

Build it by clicking on the TAG button; Learn more on page 145
– It builds based on information you add to your Module Overview
pages; Learn more on page 81

Refresh it by clicking on the Update All Fields button; Learn more
on page 148
– If you want to edit something you see on this page, go to the
source Module Overview page and make your edits there, and
then refresh this page

Navigate from this page using the Word Ctrl+Click function

Navigate to this page using LGPro Go To/Training At A Glance

To add information about new Modules and refresh current
information
– Click on the Update All Fields button
– And then click on the TAG button
Page 248

Your Training At A Glance will flow over multiple pages as needed

Do not delete the red text and Section break at the end of this
page – this must always be at the end of your Training At A Glance

Changing the name of this page can cause future errors in the
building and updating of your Training At A Glance
How to Use LeaderGuide Pro™ – It's Easy!
Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Modules
A Module is a Topic in your training program
From a Table of Contents standpoint, it is like a chapter in a book
From a document macrostructure standpoint, it is the first page of a
section of content in your leader guide. That section of content is
further broken down on subsequent pages into subtopics, which are
referred to as Lessons
The first Module Overview page

is always included for you when you create a new leader guide

always contains the same placeholders for key information

supplies the content that builds your Training At A Glance
– Learn more about the first New Module on page 37
– Learn more about inserting new Modules on page 81
– Learn more about the Training At A Glance on page 145
Sample Module Overview page
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
Modules, continued
Steps to follow to work in the Module Overview page
There are two keys to working in the Module Overview page

Keep the page intact – keep it as you see it when it inserts; don’t
delete/cut Blocks from this page
– This relates directly to the Training At A Glance

Maintain the styles that LGPro applies on this page - don’t change
the styles
– This also relates directly to the Training At A Glance

Maintain the Module/Lesson hierarchy
– Module Overview pages contain summary information about
the topics within your training program to help orient your
trainer
– Every Module Overview page is followed by at least one Lesson
– Lessons start on a new page
– Lessons contain the content that you want your trainer to
deliver – what you want your trainer to say and do to run the
class
Steps to follow to work in the Blocks on the Module Overview page

The Goal Block
– Type in the objective the trainer should strive to accomplish in
this segment of the training program, and/or the learning
objectives for this segment
– The Program in Perspective section of the leader guide
provides an overall program rationale and lists all of the
learning objectives for the entire program; Learn more on page
34

The Time Block
– Type in the amount of time the trainer should allow to complete
this segment of the training program
– The timing for the entire trainer program is provided in the
Program in Perspective section of the leader guide
(Continued on next page)
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Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Modules, continued
Steps to follow to work in the Blocks on the Module Overview page,
continued

The Overview Block
– Type in a brief description of what the trainer will do to meet
the goal for this segment of the training program

The Materials Needed Block
– Type in the materials the trainer will need to run the activities
and deliver the training associated with this segment of the
training program
– A full list of all materials needed for the entire training program
is in the Program Preparation section of the leader guide; Learn
more on page 35
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Lessons
A Lesson is a subtopic with a Module in your training program
From a Table of Contents standpoint, it is like a subtopic within a
chapter in a book
From a document macrostructure standpoint, it is a discrete section of
a Module, consisting of a number of pages
The first New Lesson page always follows the first New Module
Overview page and

is always included for you when you create a new leader guide

is always blank other than the Lesson Name, until you begin
adding content

contains the content that guides your trainer through the delivery
of your training program

is built using LGP Blocks
– which provide a mechanism to visually cue your trainer as what
he/she is to say or do
– and which help you chunk your into manageable parts that are
easy for your trainer to work with

Learn more about the first New Lesson on page 38

Learn more about inserting New Lessons on page 86

Learn more about the LGP Blocks that you use to build Lessons on
page 186
Steps to follow to work in a Lesson page
Page 252

Insert LGP Blocks to the page from the LGPro ribbon

If you have content that does not lend itself to insertion into an
LGP Block, add it at a paragraph mark outside of a Block

Use the Continue Lesson button to move Blocks to the next page

Use the Word Layout/Table/Properties/Allow row to beak across
pages function when you have more content than can fit on one
page

Use the LGP Text Formatting buttons to apply LGPro styles to your
content for a consistent, professional document appearance

Use Paste Special to add content copied from other sources
How to Use LeaderGuide Pro™ – It's Easy!
Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Working in a Leader Guide after Importing a
PowerPoint File
When you see this message your slide import is complete

Click OK

You will most likely find yourself on the Training At A Glance page

Place your cursor in your first Module Name and use Ctrl + Shift to
go to that page

Your slides and notes start on the next page, in the first Lesson
Other ways to navigate to your first imported slide or notes

Click on
– Go To/Next Projected Image, or
– Go To/Next Speaker Notes
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
Working in a Leader Guide after Importing a
PowerPoint File, continued
This sample page is showing the first 2 imported slides
They are on the New Lesson page, in the first Module in the leader
guide
You can now
Page 254

add LGP Blocks before the first Projected Image Block and in
between Projected Image Blocks

add New Lessons and New Modules before and in between LGP
Blocks
How to Use LeaderGuide Pro™ – It's Easy!
Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Working in a Leader Guide after Importing a
PowerPoint File, continued
Show Slide 3: This is a Projected Image Block
Do NOT delete, edit, or change the phrase Show Slide #:

To remove a Projected Image Block
– Highlight the entire Block and CUT it
– Click on the Update All Fields button to update the slide
numbering for the remaining slides in your leader guide

To move a Projected Image Block
– Highlight the entire Block and CUT it
– Highlight the LGP Block that you want your cut Block to appear
before/ahead of
– Paste the cut Projected Image Block in, using the regular Word
Paste function
– Click on the Update All Fields button to update the slide
numbering
Steps to follow to add content around your first slide

Above your first slide you will see a Lesson Name heading

To insert an LGP Block before your first slide
– Place your cursor in the Lesson name
– Click on the button for the LGP Block you want to add

To insert a Block in between other Blocks
– Place your cursor in the first Block
– Click on the button for the LGP Block you want to add
– It will insert in between the two Blocks that were originally there

As you add content to Blocks, use the
– Paste Special button to add content copied from other
documents; Learn more on page 135
– LGP Text Formatting buttons to maintain a consistent,
professional page appearance; Learn more on page 131
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
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Organization & Macrostructure: Working in the Sections of a Leader GuideInstruction Manual
Working in a Leader Guide after Importing a
PowerPoint File, continued
Steps to follow to

Insert a New Lesson
– Place your cursor in the Block that will start your new Lesson or
at a paragraph mark just below the last block in the current
Lesson
– Click on the New Lesson button on the LGPro ribbon
– Name the Lesson and click OK
– You will be in your new Lesson, on a new page
– Learn more on page

Insert a New Module
– Place your cursor in the Block that will start your new Module or
at a paragraph mark just below the last block in the current
Lesson
– Click on the New Module button on the LGPro ribbon
– Name the Module and click OK
– Name the Lesson and click OK; every Module has at least one
Lesson
– You will be on your new Module overview page; the Lesson
begins on the next page
– Learn more on page
Steps to follow to

Update your Table of Contents
– Click on the Update All Fields button

Update your Training At A Glance
– Click on the Update All Fields button
– Click on the TAG button

To edit content in the Training At A Glance
– Go to the appropriate Module Overview page and edit
– Click on the Update All Fields button to reflect your edits in the
Training At A Glance
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Instruction ManualOrganization & Macrostructure: Working in the Sections of a Leader Guide
Working in a Leader Guide after Importing a
PowerPoint File, continued
Sample leader guide page with LGP Blocks added in between Slide 1
and Slide 2
Slide 2 is now on the next page in this leader guide
Transition to george!
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 257
george!
Instruction Manual
george!
Goal
The purpose and goal of this module is to introduce george!
Time
5 minutes
Overview
Get to know george! He is an add in to PowerPoint and he gives you
more control over importing and updating PowerPoint files in your
leader guides and participant guides.
Materials Needed

Page 258
Instruction Manual
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
george!
george!
george! is an add-in to PowerPoint that interacts with LeaderGuide
Pro™ 7 Plus
george! sends PowerPoint slides and notes into

Word as Speaker Notes and Session Handouts

LeaderGuide Pro™ 7 Plus leader guides and participant guides
Greater Control
When you use george! to send PowerPoint slides and notes into a
leader guide you have complete control over

the size of the slide images that are brought into your leader guide

whether or not there is a frame (border) around the slide images
that are brought into your leader guide

the distribution of your slides and notes across Modules and
Lessons in your leader guide
– george! takes the LGPro Special/Import Finished
Slides/Advanced Import functionality to an even higher level
– george! allows you to add ALL of the Lessons that will be in
each of your Modules, distributing your slides and notes
accordingly
Easier Updating
If you use george! to send PowerPoint slides and notes into a leader
guide you can

update your leader guide slides and notes directly from PowerPoint
after making your changes in PowerPoint
george! is available now!
At http://www.george4ppt.com
Download the software for free
Try george! in free trial mode – we think you’ll like him
Purchase a Product Key to unlock his full functionality
Transition to Troubleshooting
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 259
Troubleshooting
Instruction Manual
Troubleshooting
Goal
The purpose and goal of this module is to help you address problems
Time
5 minutes per issue
Overview
Look up the issue you are having trouble with
Materials Needed

Page 260
Instruction Manual
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Troubleshooting
The LGPro Ribbon Buttons Don't Work
If you can see the LGPro ribbon, but the buttons won’t work
Do you actually have a LeaderGuide Pro™ document open?

After opening LGPro, you must then either
– Click on the Blank page button to Create a new leader guide
– Or, click on the Folder button to open an existing leader guide
If you have opened a new or existing LeaderGuide Pro™ document and
you see the LGPro ribbon, but the buttons won’t work

Look for this Macros Security Warning
– It is usually found in the upper left corner of your screen
– just above your LeaderGuide Pro™ document
– and just under the LGPro ribbon
– It is small and easy to miss

Click on Options
– In the dialog box that appears, click on Enable this content
If you do not see the Macros Security Warning

You need to take action to set your Macros to ensure that you
receive the Security Warning so that you have the option to allow
the LGPro macros to run

Learn how to do this on page 20
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 261
Troubleshooting
Instruction Manual
Adding a Graphic or More Text on my Cover
Page
The Program Name on the Cover page

is formatted with 200 points before and 60 points after to position
it properly on the page
To add a graphic or other text before or after the Program name

Adjust the points before and after the Program Name
– Place your cursor in the Program Name
– Click on the Home tab (Word)
– Click on the arrow in the lower right corner of the Paragraph
group
– Click on the Indents and Spacing tab if it isn’t showing
– Use the up/down arrows to adjust Spacing: Before/After
Page 262
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Instruction Manual
Troubleshooting
Adding a Graphic or More Text on my Cover
Page, continued
Also, be careful not to carry over the Program Name style…
If you put your cursor next to the Program Name and hit Enter on your
keyboard, the paragraph mark you generate may well have the LGPro
Program Name style associated with it
If you then insert a graphic next to this paragraph mark or add some
text, this will cause strange things to happen in your leader guide in all
the places where the program name automatically appears
So, with your cursor next to your new paragraph mark or in any text
you’ve typed in or next to any graphic you’ve added
– Click on the Clear Formatting button in the Font group on the
Word Home ribbon (Click on the Home tab to get there) to
remove the LGPro Program Name style
– Or, Click on one of the LGP Text Formatting buttons to apply a
different LGPro style
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 263
Troubleshooting
Instruction Manual
The Word Undo or Redo button didn’t work
When you want to Undo or Redo something:

To Undo:
– Cut or Delete rather than clicking on the Word Undo button

To Redo:
– Execute the command again from the LGPro Ribbon rather than
clicking on the Word Redo button

Because:
– When you click a button on the LGPro Ribbon you may actually
be executing a series of Word commands.
– And when you click on the Word Undo or Redo button you are
only asking Word to address one command (the last one).
– So, you may not get the result you want with the Word Undo
and Redo buttons
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Instruction Manual
Troubleshooting
Track Changes is Not Working Right
The Word Track Changes function can cause trouble in Word
documents with tables
Microsoft acknowledges that Track changes can cause table
corruption issues, which can lead to a big mess for you since LGPro
documents end up being big tables
Suggestions
Instead of Track Changes, use the Word

Text Highlighting function to highlight edits and comments

Font Color function to change the color of added/edited content
and comments
If dropping Track Changes is just not feasible

Use the LGPro Librarian function to archive your Modules

Submit a copy of your archived Modules for review, instead of your
full master leader guide file
– This option also has the advantage of not overloading or
confusing the reviewer because you can isolate discreet
sections of your document and send just those sections for
review

If your reviewers need to see the entire document, use Librarian to
insert your archived Modules and Lessons into a new leader guide
that you can use as your review file

When you receive the reviewed material back, if everything seems
fine, you can take your next steps related to any changes and the
use Librarian to
– archive this revised content
– insert it into your master leader guide file
– delete the old modules for your leader guide
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 265
Troubleshooting
Instruction Manual
Training At A Glance Isn't Updating Properly
If your Training At A Glance is showing an error message that says
“Error reference source not found”

Click on the Update All Fields button

Then click on the TAG button
If this doesn’t help…Go to the appropriate Module page in your leader
guide

Highlight the text that you typed or pasted in for Module Name,
Time, or Overview
– Don’t highlight the entire box, just highlight the text you added

Click on the Home tab

In the Styles group, click the arrow in the lower right corner

In the Styles box that appears scroll until you find a style that has a
blue outline box around it – this is the current style of the text you
have highlighted

If the Style in the blue box isn’t correct, scroll through the Styles
until you find the style that you need and click on it to apply it to
your highlighted text
– Module Name – the style should be: Heading 1, Module Title
– Time – the style should be: zLGP Module Time
– Overview – the style should be: zLGP Module Process
– Repeat this process as needed

Click on the Update All Fields button

Then click on the TAG button
If your Training At A Glance is not reflecting all of your modules, even
though they all show up in your Table of Contents

Go to the Module overview page just before the Module that isn’t
appearing in your TAG

Check the Styles associated with the text that you have entered for
each of these fields, and update any that are not correct:
– Module Name – the style should be: Heading 1, Module Title
– Time – the style should be: zLGP Module Time
– Overview – the style should be: zLGP Module Process
Page 266

Click on the Update All Fields button

Then click on the TAG button
How to Use LeaderGuide Pro™ – It's Easy!
Instruction Manual
Troubleshooting
Training At A Glance Isn't Updating Properly,
continued
How to check the Style of your text – do this one style at a time:

Highlight the text that you entered in for the Module Name, (Don’t
highlight the entire box with the words, just highlight what you
typed in or pasted in as a Module Name)

Click on the Home tab

In the Styles group, click the arrow in the lower right corner

In the Styles box that appears scroll until you find a style that has a
blue outline box around it – this is the current style of the text you
have highlighted

If the Style in the blue box isn’t correct, scroll through the Styles
box until you find the style that you need and click on it to apply it
to your highlighted text
Repeat this process with the Time and Description (Don’t highlight the
words “Time” and “Description”- just highlight what you typed or
pasted in)
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 267
Troubleshooting
Instruction Manual
Pasted in Content is Not All Showing in a Block
Allow your LGP Block to flow over multiple pages
If you’ve pasted in a lot of content into an LGP Block and it seems to
be buried at the end of the page

Place your cursor in the LGP Block

Click on the Word Layout tab and click on Properties in the Table
group

In the dialog box that appears, click on Row

Check the box next to Allow row to break across pages

Click OK
– This will allow the Block to break and flow across as many
pages as needed to display all of your content
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Instruction Manual
Troubleshooting
How to Check for LGPro Styles
The LGPro template has pre-set styles
Do not change the LGPro style names
Learn more on page 44
How to check the Style of your text – do this one style at a time

Highlight the text that you want to check

Click on the Home tab (Word)

In the Styles group, click the arrow in the lower right corner

In the Styles box that appears scroll until you find a style that has a
blue outline box around it
– this is the current style of the text you have highlighted

If the Style in the blue box isn’t the LGPro Style that you need to be
associated with your highlighted text
– scroll through the Styles box until you find the LGPro Style that
you need
– click on it to apply it to your highlighted text
© 2009 Great Circle Learning. All rights reserved.
Rev. Date 12/03/2009
Page 269
Troubleshooting
Instruction Manual
I Accidentally Pasted in Formats from Source
Documents
If you are copying text from source documents

Paste it into your LGP blocks using the Paste Special button found
in the LGP Text/Table Formatting group on the LGPro ribbon

The text you add using Paste Special will pick up the LGP
formatting associated with the paragraph mark you put your cursor
next to

Adjust the LGP text formatting by using the LGP text formatting
buttons found in the LGP Text/Table Formatting group on the
LGPro ribbon

Place your cursor in the text you want to change and click the
appropriate button
– Hovering over each button tells you the style it applies
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