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How to Import PowerPoint as You Start a New Guidebook with LeaderGuide Pro

Either a Facilitator Guide or a Participant Guide

 

To Begin:

  1. Save a copy of your PowerPoint file to your local drive
  2. Open and minimize the file
  3. Close any other open PowerPoint files

Avoid doing this work in SharePoint or One Drive

LeaderGuide Pro works most efficiently for you when the files you are using are stored locally in the Documents folder on your local drive

SAVE a copy of your work to you shared drive, but work locally when using LeaderGuide Pro


📍TIP: Start by creating a Test file or two

Save a copy of a small PowerPoint file (10-12 slides with notes) to your local drive

Open it and minimize it

Follow the steps below, creating a "Test" guidebook

Take a look at the slides and notes placement you chose

Repeat once or twice more - trying the different placement options for slide and notes - and even bringing in the slide text 

Then repeat with your full PowerPoint file using the placement options you prefer

Next: Open Microsoft Word to Access LeaderGuide Pro

Start Button on LeaderGuide Pro Ribbon

This will launch the Start a New Guidebook wizard

Start a New Guidebook wizard-1

Use the wizard to set up your new guidebook

Next: You will be prompted to SAVE your new Guidebook

Save your new guidebook

    Next: Add your course outline with the Guidebook Design Template

    Add Course Outline to Guidebook Design Template

    Next: You will be prompted to add PowerPoint slides and notes

    Are you ready to add images

    • Click Yes 

    Next: You will be prompted to select the PowerPoint file to import

    Select the PowerPoint file to import

    1. Select the PowerPoint file showing in the white box
      1. If you have more than one PowerPoint file open, select the one you need to import - they will all be showing
      2. If your PowerPoint file is open but you do not see it in the white box click Refresh List
      3. If your PowerPoint file is not open click Get PPT to navigate to the PowerPoint file you want to import
    2. Click OK

    Next: Select the placement of your slide images and slide notes

    Select where to place slide images and notes

    Before we go any further ...

    Slide and Notes placement options

    1. Column One is 1.2 inches wide
      1. This where the LeaderGuide Pro icons normally sit, but you can use this spot to hold thumbnail images of your slides
    2. Column Two is 4 inches wide
      1. This location can be used for text or images
    3. Column Three is 2.1 inches wide
      1. This location can also be used for text or images

    Now: Select where you want your slide images and notes to sit on your Lesson pages

    Select placement of PowerPoint slide images and notes

    1. Select the column to place your slide images in
    2. Select where to place the slide notes, if you want to import them
    3. Click Options for additional choices 
      1. See more about Options immediately below
    4. Click OK and take your hand off your mouse

    About Options

    Options dialog box for importing slides and notes

    Use this Options dialog box to fine tune:

    • Image Quality - 220 PPI is best if you will be printing your guidebook
    • Transfer - the nice option here is that you can copy the slide text and import it as text so that you can work with it
    • Note Options - this option is tied to marking your PowerPoint file with george! -  included in our AuthorTec suite of Word & PowerPoint productivity tools
    • Add Bundles - Bundles are custom clusters of LeaderGuide Pro Content Blocks that you can set up  - See Learn More at the end of this article

    After adjusting any of these settings:

    • Click OK
    • You will see the Add PowerPoint Images dialog again
    • Click OK
    • Hand off mouse while your slides (and notes if selected) are set up to be imported
      • Your screen may jump and flash - this is normal

    Next: Assign your slides (and notes) to Lessons

    Assign slides to Lessons

    Slides must be assigned to Lessons

    1. Select the first Lesson that includes slides
    2. Select the slides to add into the Lesson
    3. Click Assign
    4. Repeat steps 1 - 3 until all of the slides you want to import are assigned
      1. You do not have to import every slide
    5. Click Done when - well ... done
    6. Hand off mouse while the slides are added to your new guidebook
      1. Again your screen may jump and flash as LeaderGuide Pro works quickly to finish the import of your PowerPoint File - this is normal

    Next: You will see this message

    PowerPoint added successfully

    • Click OK

    Next: You will see this message

    Your new guidebook is ready

    • Click OK
    • You will now see the cover page of your new facilitator guide or participant guide on your screen

    Your new LeaderGuide Pro facilitator guide or participant guide is now ready for you to start working in

    • Take a look through the pages to see what you have just created
    • Use our Knowledge Base to learn how to add content

    Here is an example of what you will see if you choose the placement option:

    • Slides in column 2 and notes below

     

    example of imported slide and slide notes in a facilitator guide

    1. Column 1:
      1. always contains a LeaderGuide Pro icon
      2. unless you choose the option to place slide images in column 1
    2. Column 2 can hold:
      1. slide images
      2. or other types of images
      3. or text in the form of a bold headline followed by body text - as shown in the PowerPoint Notes Block
    3. Column 3 can hold:
      1. smaller images
      2. or additional text with messages for the Instructor or Producer only

    Columns 1 - 3 sit within a Content Block

    A Content Block begins with an icon to visually cue a facilitator 

    The icon is followed by a call to action headline and concise text

    And then there may be additional information or direction for the facilitator or producer

    📍TIP: Don't fret about the "extra stuff" you see on your guidebook pages

    LeaderGuide Pro shows Word's formatting marks

    Formatting marks are non-printing characters that show spaces, tabs, paragraph breaks and more

    Formatting marks help you create professional documents

    Learn About

    Next Steps

    • Get to Know Your New Guidebook
    • Add Module information
    • Add Lesson Content