Workbooks; Create a Workbook in 4 Easy Steps

Workbooks are similar to guides, except they have a more interactive approach. They are informative, while allowing the reader to answer questions or follow a progression that eventually leads them to an end result.

Workbook ideas:

  • Instructional Workbook – instructs your audience on how to complete a process or action
  • Process Workbook – walks your audience through the steps to completing a task or action
  • Technical Workbook – walks your audience through a process or actions that are technical in nature

For Example, if you are a social media marketing company, you might create a workbook on the steps of creating and scheduling Facebook promotions and posts for optimal effectiveness.

Another Example, if you are a business coach, you might create a workbook based on tracking finances and setting prices to ensuring profitability.

Workbooks make a great giveaway item for newsletter subscribers, but they are also an excellent addition to any training course or program.

Using Adobe Acrobat Professional, you can create a beautiful workbook that can be viewed and completed on any device that has the free adobe reader installed.

This is easily done with the following steps:

  1. Create a document in Microsoft Word, include all of the lines and boxes that you want your audience to use when completing the workbook.
  2. Convert the document to a PDF by simply choosing to save the document as a PDF.
  3. Choose to create a form with your PDF file, and allow Adobe to automatically create fields for you based on your document.
  4. Review your document for accuracy, then save the file with extended features enabled.

It’s amazing how accurate and simple this process can be!

Remember to save your files with extended features enabled; otherwise it will not be useable on the free version of Adobe Reader.

For more on the components that should be included in your workbook, see our previous posts on e-books and guides.

It may also be beneficial to review our series on repurposing content for additional ideas on creating interesting material.

Feel free to post any questions or comments about creating workbooks, or contact us if you need help creating your own workbook.

Comments

  1. Dear Kathrine
    you able to help me

    You have a blog that help write technical manuals using word and then converting into pdf
    This is easily done with the following steps:

    Create a document in Microsoft Word, include all of the lines and boxes that you want your audience to use when completing the workbook.
    Convert the document to a PDF by simply choosing to save the document as a PDF.
    Choose to create a form with your PDF file, and allow Adobe to automatically create fields for you based on your document.
    Review your document for accuracy, then save the file with extended features enabled.
    It’s amazing how accurate and simple this process can be!

    Are you able to expand on how to create forms using adobe Do I have to subscribe to the full product

    Also do you know of any OPEN SOURCE or free software that helps with the 45 file system online

    1. Author

      The steps that I listed are for use with Adobe Acrobat Professional. I am not aware of any open source or free programs that accomplish the same results. Hope that helps.

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