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PLAN - Strategic Planning Tools
Everything you may need to know about creating your strategic plan in Cascade


Plan Admins / Contributors
Setting Default Tracking Types for Goals
Understanding Templates and Custom Fields in Cascade
Goal Templates: Best Practices
Customize Fields on Templates
Task, Risk, & Update Templates
How to Delete a Template (Strategy Model)
Template Access Control
How to add Units of Measure for my Goals
Goal Bulk Uploader
Planner Blocks: SWOT Analysis, other custom sections
How to Add or Change your Vision Statement
How to Add or Change my Focus Areas
Adding Goals in Cascade
Add Values
Why are my Goals in Draft?
How to Launch & Communicate your Strategy
How to Create Multiple Plans
Exporting your Strategy to PDF