Worksheet Instructions

There are over 200 Worksheets within the Change Leader's Roadmap (CLR). Worksheets are attached to Tools within the Tasks of the methodology, and provide the hands-on, pragmatic resource needed to execute your change strategy. Worksheets are available in 2 formats:

1.	Online web pages.

2.	Downloadable electronic forms.

The following are instructions for downloading the electronic worksheets.

Downloadable Electronic Forms

The most effective way to use the worksheets is to download the electronic form versions.

1.	To access the Worksheets as electronic forms, click on the Worksheets button on the left hand side of the CLR website, as shown in Figure 1 below.

You will be taken to a complete table of contents for the electronic forms, see the example below.

2.	Using the navigation reference of Phases, Activities, Tasks, and Tools, simply click on the Worksheet title you want to open.

3.	A File Download dialog box will open prompting you to Open or Save the file, as shown below.

When you click Open, the file immediately opens in Word as a Read-Only document. The document can be filled in when opened, but will then need to be saved to a new location. When you click File/Save within Word the following dialog box will appear:

When this dialog box appears, simply click Cancel and the Save As dialog box will appear, where you can save the Worksheet to the location of your choice.

4.	If you choose to Save from the File Download dialog box, you will be prompted to save the Worksheet to the location of your choice. Once the file has been saved the Download complete dialog box will appear (see the example below.)

From this dialog, you can directly open the downloaded file by clicking Open.

5.	To use the electronic form, simply begin typing in all of the highlighted areas and/or data fields. The data fields will automatically expand to accommodate any amount of data.

Creating Worksheet Derivatives

Your CLR user license allows you to create derivatives (any modification to a Worksheet) of any Worksheet. The electronic forms are designed to be saved and opened with the content of the Worksheet protected against such edits. To create your derivative, you will need to stop the form's protection.

Stopping Document Protection in Microsoft Word 2007

1.	Click on the Review tab.

2.	Click Protect Document (on the far right side of the bar.)

3.	Click Restrict Formatting and Editing.

4.	Click Stop Protection at the bottom of the sidebar. This now enables you to modify any part of the Worksheet.

Protect the Worksheet

To protect the Worksheet from unwanted editing:

1.	Click on the Review Tab.

2.	Click Protect Document.

3.	Click Restrict Formatting and Editing.

4.	Under Editing Restrictions, click on the checkbox next to Allow only this type of editing in the document: to enable a check. In the drop down menu, select Filling in forms.

5.	Click on the button Yes, Start Enforcing Protection. The following dialog box will then appear:

You can either click OK and there will be no password protection, or choose a password. It is recommended that you choose a password that is easy to remember (perhaps the same password you use for logging in to the CLR online), or write the password down. Protection passwords cannot be retrieved if forgotten.

Stopping Document Protection in Microsoft Word 2003

1.	On the Tools menu, click Unprotect Document.

Protect Document in Microsoft Word 2003

To protect the form from further editing once you have created your desired derivative:

1.	On the Tools menu, click Protect Document.

2.	In the Protect Document task pane, under Editing restrictions, select the Allow only this type of editing in the document check box, and then click the type of editing you wish to allow.

3.	Select the parts of the document that you want to be unrestricted.

4.	Select who you will allow to edit (everyone or particular people.)

5.	When done, under Start enforcement, click Yes, Start Enforcing Protection.

6.	You may also wish to do one of the following:

■	To assign a password to the document so that users who know the password can remove the protection, type a password in the Enter new password (optional) dialog box, and then confirm the password.

■	To encrypt the document so that only authenticated owners of the document can remove the protection, click User authentication.

About Derivatives

Per your user license for the CLR: Being First is the sole and exclusive owner of any Derivative Works and owner of all rights of any kind and nature therein, whether known or hereafter devised, without any compensation or obligation whatsoever to you. Upon request, you will deliver an electronic copy of any Derivative Work to Being First within thirty days of a request being made by Being First in writing.

For additional questions about Being First or the Change Leader's Roadmap, contact us at (970) 385-5100.