How to Create a Custom Guidebook Design Template

Click Open on the LeaderGuide Pro ribbon and place an existing facilitator guide or participant guide on your screen

You must have a LeaderGuide Pro guidebook open and on your screen to use the buttons on the LeaderGuide Pro ribbon

📍TIP: Create and save a new facilitator guide, naming it something like "Generic"

Then you can open that one for actions like this

Because you are not going to work in the open guidebook on your screen - you simply need it there to use the LeaderGuide Pro ribbon

Click Librarian on the LeaderGuide Pro ribbon

📍TIP: Hover your cursor over a ribbon button to see the button's name

You will also see a brief description of what the button does for you

You will now see the Librarian menu

Select the first option: Start Guidebook Design Template

You will now see the Guidebook Design Template wizard

Select any of the included starting point Design Templates (course outlines) to work from

The Guidebook Design Template opens with the Single Objective, 90-120 minutes outline selected

📍TIP: Select the first option, Manual, to start from a clean slate

Manual - Guidebook Design Template option

⭐Your custom Template must start with a Module followed by a Lesson

Every LeaderGuide Pro Facilitator Guide and Participant Guide must have at least one Module with at least one Lesson

Every Module has at least one Lesson

If you start from the Manual option:

Begin by editing the included Module and Lesson names, Lesson time and Module Goal
1. What you enter here can be edited once you are in your guidebook
Then place your cursor in the first Lesson line and click Insert to add a new line
1. Type in your next Lesson or Module name
2. Module names are left justified
3. Indent Lesson names 3 or 4 spaces
4. Enter Lesson times in minutes only
5. Module goals are concise statements of what the participants will learn in the module
Place your cursor in a Module or Lesson line and use the Up and Down buttons to reorder your entries as needed
Use Delete to remove a Module or Lesson entry
When you are done, click Save

📍TIP: After you Save

You can always open your saved custom template to continue working in it or to use it as the jumping off point for a new custom template

Module and Lesson Names section

If you choose to use one of the longer included template outlines

Type over the default text with your module and lesson names, times and goals
Use the Up, Down, Insert, Delete functions as needed
Click Save when done

After you click Save you will be prompted to give your custom Guidebook Template a unique name

Type in the name
Click OK
You will now see a message telling you that your new template has been saved
Click OK

The Guidebook Design Template wizard will still be showing on your screen

In the bottom left side of the wizard you will see:
1. Custom template: [The name you typed in] created.
Click Cancel to close the wizard

If you click OK

Your saved Template will be added to end of the open guidebook on your screen

To access your custom template(s)

Open the Guidebook Design Template wizard
Click My Custom Templates
Select the template you need
It will populate the Guidebook Design Template Wizard
Click OK to add it into a guidebook
Or continue working in it and click Save when you are done

📍TIP: Use your save custom templates as you start a new guidebook

The Guidebook Design Template opens automatically as you move through the process of starting a new guidebook

Simply select My Custom Templates

Learn About

Course Outlines
Librarian

Next Steps

Import PowerPoint
Get to Know your New Guidebook