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PLAN - Strategic Planning Tools
PLAN - Strategic Planning Tools
Everything you may need to know about creating your strategic plan in Cascade
+2
35 articles in this collection
Written by
Tom Wright,
Nick Cuddigan,
Brandon Bett
and 2 others
The Strategy Model (Plan Settings)
Plan Admins / Contributors
Plan admins and how to add them - note that "Plan Admins" are the same thing as "Plan Contributors"
Written by
Will Kleweno
Updated over a week ago
Setting Default Tracking Types for Goals
Depending on what Goal Template you're using (Objective, Project, KPI, etc.), you might want that Goal to get progress a specific way.
Written by
Brandon Bett
Updated over a week ago
Understanding Templates and Custom Fields in Cascade
Learn about the differences between Templates and Custom Fields, and how they ultimately make up your Strategy Model.
Written by
Brandon Bett
Updated over a week ago
Goal Templates: Best Practices
The process of how to create Templates within your Strategy Model to customize your Goals with unique names and fields
Written by
Tom Wright
Updated over a week ago
Customize Fields on Templates
Learn how to customize fields in Cascade as needed (Admin)
Written by
Brandon Bett
Updated over a week ago
Task, Risk, & Update Templates
What are Update, Task and Risk Templates and how to use them within your Strategy Model
Written by
Tom Wright
Updated over a week ago
How to Delete a Template (Strategy Model)
This article explains how to delete (archive) Templates in Cascade, and the implications of doing that.
Written by
Brandon Bett
Updated over a week ago
Template Access Control
Determine who can access the different Templates inside Cascade
Written by
Tom Wright
Updated over a week ago
How to add Units of Measure for my Goals
How to create and edit the units you use to measure Goal progress.
Written by
Nick Cuddigan
Updated over a week ago
Creating a Strategic Plan
Goal Bulk Uploader
Set up your goals in Cascade in an easy and fast way
L
Written by
Luke Bennrubi
Updated over a week ago
Planner Blocks: SWOT Analysis, other custom sections
Use our new Planner Blocks customization to either add new sections to your plan, or take things out that you don't need.
Written by
Brandon Bett
Updated over a week ago
How to Add or Change your Vision Statement
How to add your Vision statement and to make it as compelling as possible.
Written by
Nick Cuddigan
Updated over a week ago
How to Add or Change my Focus Areas
How to create and add your strategic focus areas to your plan
Written by
Nick Cuddigan
Updated over a week ago
Adding Goals in Cascade
How to add a Goal to your plan, including filling out detailed fields, setting up tracking and choosing aligned parent & children goals
Written by
Tom Wright
Updated over a week ago
Add Values
How to create your strategic values and add them into Cascade
Written by
Tom Wright
Updated over a week ago
Why are my Goals in Draft?
This article explains why your goals may be appearing as grey throughout your plan and how to launch them out of draft to track progress.
Written by
Nick Cuddigan
Updated over a week ago
How to Launch & Communicate your Strategy
How to launch your strategic plan to your team and activate your draft goals.
Written by
Nick Cuddigan
Updated over a week ago
How to Create Multiple Plans
This article explains how to create multiple plans in Cascade by managing Org Units.
Written by
Tom Wright
Updated over a week ago
Exporting your Strategy to PDF
This article will explain the way you can export your Strategic Plan to PDF from your Planner page
Written by
Tom Wright
Updated over a week ago
Managing the Strategic Plan(s)
How to configure the sharing settings of a plan?
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Written by
Luke Bennrubi
Updated over a week ago
The Cascade Map
Visualize your plan alignment and progress in Cascade better than ever!
Written by
Brandon Bett
Updated over a week ago
How to Customize the Planner page Display
This article explains how to customize the display on the Planner page.
Written by
Nick Cuddigan
Updated over a week ago
How to view your Plan(s) in different ways
This article shows how to view other plans from the Planner, Explore, and Snapshot pages.
Written by
Nick Cuddigan
Updated over a week ago
How do I Archive or Delete a Plan?
This article will explain how to archive or delete a plan within Cascade.
Written by
Nick Cuddigan
Updated over a week ago
How can I Clone a Whole Plan?
This article will explain how to clone goals in a plan to create a new plan.
Written by
Nick Cuddigan
Updated over a week ago
Archiving / Transitioning Your Strategy
This article goes through how to archive your old strategic plan and move to a new one.
Written by
Tom Wright
Updated over a week ago
How to Enable and Disable Plans
This article will show you how to enable and disable plans within Cascade.
Written by
Nick Cuddigan
Updated over a week ago
Custom Fields - Detailed
Custom Field: Rich Text Box
Learn how to user the Rich Text Box Attribute
Written by
Tom Wright
Updated over a week ago
Custom Field: Text
What is the Text field and when you use it.
Written by
Tom Wright
Updated over a week ago
Custom Field: Drop Down List
What is the Drop Down List and when to use it
Written by
Tom Wright
Updated over a week ago
Custom Field: Radio Button
What is the Radio button and when you use it.
Written by
Tom Wright
Updated over a week ago
Custom Field: Checkbox
What is the Checkbox and when you use it.
Written by
Tom Wright
Updated over a week ago
Custom Field: Number
What is the number field and when you use it.
Written by
Tom Wright
Updated over a week ago
Custom Field: Date
What is the Date field and when to use it
Written by
Tom Wright
Updated over a week ago
Custom Field: Formulas
Learn how to use this powerful field to calculate on-the-fly data inside Cascade.
Written by
Tom Wright
Updated over a week ago