how to create a checklist

Session 117 – How to create workbooks and handouts

How to create workbooks and handouts

You are listening to the Success Club Podcast. Hello and welcome to session 117 This week I am talking to you about Creating workbooks and handouts

Hello and welcome to the Success Club Podcast, my name is Kaz Johnson and I am your host today, this is episode 117 and today I am talking about creating workbooks and handouts.

So what exactly is a workbook? And why do you need to create them?

You can give away workbooks and handouts as a lead magnet or use them in your online course.

When you decided you are going to create a workbook or downloadable such as a cheat sheet or checklist, start with the end in mind.

Who is this workbook or downloadable for and why do they need it?

How are they going to use your workbook and why do they need one?

Is it going to be a printable one that they are going to print off, or are they going to use an interactive PDF?

PDF stands for Portable Document Format. As the name implies, it is a data format that can be used to describe documents, however, you no longer have to print out these documents as you can make it interactive, using software like Indesign.
To do this, just open your InDesign file and select the ‘Interactive for PDF workspace’. The panels are displayed on the right of the screen.

So after you have decided what you are going to create, the next step is to outline the content using headings, then fill in the rest of the workbook or downloadable.

I recommend using Scrivener to outline your document, but you could go ahead and write it in Word or Pages, just get it written first.

Now save it, and read it again the next day.

Now you are ready to move this draft copy into a bigger package so that you can add your cover page if you have one, a contents page if there are more than 5 pages, an about page (this is to introduce yourself to your audience and where they can find you) and if you have more than 5 pages, you will need to number the pages, as well as putting your brand name on every page (you can do this as a footer)

You can use Canva to create your workbook or document, and you can do this with a free account.

Another software you can use is Designerr (which I have used several times before using Indesign.

Or you could go all out and use Indesign, which is the industry standard to prepare and design beautiful documents and has a variety of templates you can use too!

Once you have created your workbook or downloadable, save it as a PDF and then upload it to Amazon S3, saving the link somewhere so that you can add it to your download area.

Amazon S3 is a simple web services interface that you can use to store and retrieve any amount of data, at any time, from anywhere on the web. It gives anyone access to the same highly scalable, reliable, fast, inexpensive data storage infrastructure that Amazon uses to run its own global network of web sites.

You can create a free Amazon S3 account here, and it is just pennies to host a whole load of content.

So, just to recap on the steps.

  1. Decide what you are going to create and why
  2. Create the content by outlining the headings
  3. Then flesh out the content as a draft document
  4. Create the document with a cover, intro, page numbers if over 5 pages with a contents page and brand your document with a footer.
  5. Save your document as a PDF.
  6. Upload your document to Amazon s3 – make sure that you make the document accessible to the public
  7. Copy and share the link where you need it.

And that is it! As easy as.

Now go ahead, and make a shareable document.  I have listed all the resources I mentioned, just head on over to kazjohnson.com/117

This Podcast is sponsored by the Success Club, an online membership that will help you plan, build and grow a successful business online with monthly master classes, quick wins, a monthly Q and A session as well as a whole host of resources too!

Why not join the Success Club as a Lite member where you can join up with other like-mined for free resources that will help you to plan, build and grow your online business – just head on over to thesuccessclub.co.uk and join as a Lite Member for free!


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