Conversion Guide Training Checklist

The Conversion Guide is a lot of information and can be daunting to look at for the first time. If you are showing the Conversion Guide to a new user, here is a quick training checklist that you might find useful.

Introduce the Conversion Guide and provide directions on where to find it.
- Explain why we use the Conversion Guide
Show some completed page examples
How to navigate around the Conversion Guide
- Point out left menu and how to open and collapse it using the hamburger icon
- Point out “New” feature symbol
- Point out how the Home, Text, Media, Interactions, etc. pages are actually long pages but you can navigate to a specific section on a page by using the links in the menu
Go through the Getting Started section
Brief user on the Essential Tips section
- How and when to leave comments
- Explain the importance of Headings in Word
- Educate on appropriate Asset file names
Explain how to use the MS Word Tutorial section
Show the user some of the templates
Now that the user has some basic orientation, go back over to the left-side menu with all of the building blocks
- Choose two building blocks and demonstrate how to prepare a section in Word to include those two building blocks.
Point out Marker Quick Reference links