PLAN - Strategic Planning Tools

Everything you may need to know about creating your strategic plan in Cascade

35 articles in this collection
Written by Tom Wright, Nick Cuddigan, Jane Clinton and 3 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 this week

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 Jane Clinton
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 Jane Clinton
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 Jane Clinton
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

Written by Nicole Wang
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 Jane Clinton
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 Jane Clinton
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 Jane Clinton
Updated over a week ago

Managing the Strategic Plan(s)

How to configure the sharing settings of a plan?

Written by Nicole Wang
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 Jane Clinton
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 Jane Clinton
Updated over a week ago

Custom Field: Text

What is the Text field and when you use it.

Written by Jane Clinton
Updated over a week ago

Custom Field: Drop Down List

What is the Drop Down List and when to use it

Written by Jane Clinton
Updated over a week ago

Custom Field: Radio Button

What is the Radio button and when you use it.

Written by Jane Clinton
Updated over a week ago

Custom Field: Checkbox

What is the Checkbox and when you use it.

Written by Jane Clinton
Updated over a week ago

Custom Field: Number

What is the number field and when you use it.

Written by Jane Clinton
Updated over a week ago

Custom Field: Date

What is the Date field and when to use it

Written by Jane Clinton
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