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Set Your Preferences

Easy Ways to Customize LeaderGuide Pro

Overview

LeaderGuide Pro is highly customizable to make it easy to produce branded facilitator guides and participant guides

  • 22 Preference options are easily made with a mouse click!
  • Once set, your preferences automatically apply - saving you time and ensuring consistency
  • And of course your preferences are just as easy to update

Many additional customizations can be made, with a bit more effort and a solid understanding of both LeaderGuide Pro and Word

Easy Preferences to Set

Preferences Wizard-LeaderGuide Pro

Use the Preferences Wizard

  • Click the Parts button on the LeaderGuide Pro ribbon to open the Preferences Wizard

Parts Button on LeaderGuide Pro ribbon

  • Click Parts to open a drop-down menu

  • Select LeaderGuide Pro Preferences to open the Preferences Wizard

Parts button drop-down menu

The Preferences Wizard Explained

There are six sets of Preferences options available to you on the Preferences Wizard

The preferences you set will apply to NEW guidebooks that you create - they will not impact existing guidebooks

You can change your preferences at any time, as needed

⭐ #1 General Preferences

Preferences Wizard - section 1 General

 

  • Add Lesson Column Label Borders automatically adds a single line, 0.25-point weight frame around the Lesson page column headings in Facilitator guides

  • Put Synced Page Refs in Column 3 places Participant Guide page number references into Column 3 of the Facilitator Guide versus the default location, which is in Column 1

    • If the Facilitator Guide has only 2 columns, then this setting is ignored and the page references are placed into Column 1 

 

  • Automatic Check for Updates alerts you when an update is available 

  • Start Modules on Odd # Pages sets each new Module as a new section - and the first page will be an odd numbered page

  • Automatically Insert Lesson Time Block inserts a Lesson Time block immediately below the Lesson name on the first page of a new Lesson

  • Automatically Insert Lesson Objective Block inserts an Objective block either immediately below the Lesson name on the first page of a new Lesson - or below the Time block if that is also being used
  • Include Revision Date inserts the revision date info on the Acknowledgments page - and repeats in the odd page footers
  • Include Copyright inserts your Copyright info on the Acknowledgments page - and repeats in the odd page footers 
  • Add Slide Borders adds a single line, 0.25-point weight frame around imported slide images

⭐ #2 Slide Numbering

Preferences Wizard-Slide Numbering

 

Restart by Module

  • Each Module’s slide numbering will begin at 1 and will continue sequentially within the Module

  • You may want to use this setting when each Module in your course has a unique slide deck

FYI

  • Absolute and Restart by Module are mutually exclusive numbering options

  • It is not possible to do both within the same Guidebook

 

 

Sequential

  • This is the default method of slide numbering

  • Imported slides are consecutively numbered from 1 to X

  • If you insert new slide blocks in between imported slides, update the numbering by clicking Update All Fields on the LeaderGuide Pro ribbon

 Absolute

Use Absolute if ...

  • you are going to skip some slides or if you are importing slides from multiple files ...

  • and you want the slide numbering to represent the actual PowerPoint slide numbers.

 

 

⚠️ Do Not Manually Alter the Slide Numbers inserted by LGPro 

  • Manually changing the slide numbers will remove the automatic numbering functionality that LeaderGuide Pro provides, resulting in A LOT more work for you because you will then have to renumber every slide yourself.


⭐ #3 Column Headings

LGP Preferences Wizard_3-1

 

 

Edit Column Headings at Guidebook Start

 Column Headings

  • These settings apply exclusively to Facilitator Guides

  • These labels appear at the top of the the table row columns on Lesson pages

  • Edit them here and they become your default setting for all new Facilitator Guides

  • Alternatively, these labels can also be edited when creating a new guidebook - when changes are needed just for a specific project

 

⭐ #4 Script Icons

Script Icons in Preferences Wizard

 

Script Icons

These are smaller, optional, Instructional Cue icons that you can insert into columns 2 or 3 of the Content Blocks on your Lesson pages

  • Insert by clicking the ICues button on the LGPro ribbon and then using the ICues Task Pane

  • The default ICues size is 0.33 inches (0.85 centimeters) high

  • You can adjust the default setting to the height you prefer
  • Changes apply to new ICues that you add 
  • To resize existing ICues already in a guidebook, use the LGPro Special>Resize and Border Images function

If you change the ICue icon height to less than 0.25 inches (0.635 cm)

  • and the icon is the first character in a paragraph when inserted

  • then Word will treat the icon as a bullet and will indent the paragraph when you click Return
  • You can remove the indent by clicking Word's Undo button 
 ICues button on LeaderGuide Pro ribbon

 

 

ICues selection pane

 

 

⚠️ Do Not Insert ICues into Column 1

  • Column 1 in your Facilitator Guides and Participant Guides is EXCLUSIVELY reserved for use by LeaderGuide Pro

  • Column 1 holds:
    • Content Block Icons - inserted by clicking Content Blocks on the LGPro ribbon
    • Slide Number references - when slides are imported
    • Synced Participant Guide page number references - when guidebooks are synced for page numbers

⭐ #5 Brandings

Branding Options on Preferences Wizard

Logo

  • Your logo will appear on the cover page of the Guidebooks you create

    • Until you make this change, every Cover page has a logo placeholder showing the Great Circle Learning logo
    • This spot on a Cover page carries the LGP Style name: zLGP CoverPage Graphic
    • If this Style Name is removed, then LeaderGuide Pro will not be able to insert YOUR logo into that spot

  • Use the Browse button to navigate to and select your logo file 

  • Your logo will insert on new Guidebooks you create, replacing the Great Circle Learning logo 
Preferred Collection

  • This setting allows you to set a preferred Collection that will automatically be used for the Guidebooks you create - unless you opt to use a Custom Collection as you are using the Start a New Guidebook wizard

    • A Collection is a master set of document parts, icons, styles and various other controls that determine the look and feel of your finished Guidebooks

  • Use the Browse button to navigate to the Collections and select the one you prefer

  • If you need to change the Collection in use in a Guidebook you have created:
    • Click ATTACH on the LGPro ribbon and select the Collection you need 
    • LeaderGuide Pro will update everything but the Cover page and any changes you may have made to the Introductory Materials section
      • For the change to include the Cover page and Introductory Materials section, run an Extract

Copyright

  • Your copyright will appear on the Acknowledgements page (the inside front cover) of each Guidebook and will repeat in the footer on the odd numbered pages

  • Enter your copyright as it is to be listed

  • While running in free trial evaluation mode, the Great Circle Learning copyright is automatically inserted

Revision

  • Your Revision Date will appear on the Acknowledgements page (the inside front cover) of each Guidebook and will repeat in the footer on the odd numbered pages

  • You can customize the stem of the revision label here 
  • For example, instead of “Revision Date:” you could edit it to
    • Rev. #:  or
    • Revised On:
    • or to anything you wish to use
  • The actual date inserted will be the current day's date - the day you create your new Guidebook
  • To update the date
    • Manually edit the date on the Acknowledgments page 
    • Then click Update All Fields on the LeaderGuide Pro ribbon to reflect the edit in the page footers


⭐ #6 Design Assistant

Design Assistant option on Preferences Wizard

 

  • Click Design Assistant to open the Design Assistant task pane

  • There are 6 settings available to you, described below
 LGP Preferences Wizard_Design Assistant Pane

 

AUTO OPEN NAVIGATION PANE

  • With this setting marked to allow, the Navigation task pane displays automatically when starting a new guidebook or opening an existing one

  • It is used is for quick access to Content Blocks, the TOC, Modules, or Lessons

  • The Navigation task pane can also be opened from the Insert group on the LeaderGuide Pro ribbon

 Navigation Task Pane

 

AUTO OPEN ICUES PANE

  • When set to allow, the ICues task pane opens automatically on the right side of your screen

  • It is used is for inserting smaller graphical Instructional Cues into columns 2 and 3 in the Content Blocks on your Lesson pages

  • The ICues task pane can also be opened from the Insert group on the LeaderGuide Pro ribbon

  ICues selection pane

 

GUIDEBOOK DESIGN TEMPLATE

  • This controls whether or not you have access to the Guidebook Design Template when using the Start a New Guidebook wizard

The Guidebook Design Template provides:

  • Five preformatted Module and Lesson design maps (course outlines)

  • And the ability to add custom course outlines

 LeaderGuide Pro Guidebook Design Template Wizard

 

If you choose to disable this option:

  • Your new Facilitator Guides will set up with one New Module page followed by one New Lesson page

  • To add more Modules and Lesson, click the Module or Lesson buttons on the LGPro ribbon

MODULE AND LESSON ASSISTANT

As you add a New Module into your guidebook, this option allows you to also add:

  • multiple Lessons

  • Lesson times and

  • Lesson objectives

This can save a great deal of time 

 Module and Lesson Assistant

HIGHLIGHTED CONTENT BLOCK PROMPTS

  • This inserts highlighted yellow prompts in the Content Blocks you insert into your guidebook

  • If you are a new user of LeaderGuide Pro these prompts will help focus you on the necessary tasks you need to complete as you build out the guidebook

 Highlighted Content Block Prompts

 

 

HIGHLIGHTED ICUE PROMPTS

  • Similar to Content Block prompts, these yellow highlighted prompts insert immediately following the graphic cue and optional title text that insert from the ICues Task Pane

  • They guide you to what to do next

 ICues Prompts

 

 

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