PLAN - Strategic Planning Tools
Everything you may need to know about creating your strategic plan in Cascade
By Tom and 3 others4 authors35 articles
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
Why are my Goals in Draft?
How to Launch & Communicate your Strategy
How to Create Multiple Plans
Exporting your Strategy to PDF
How to configure the sharing settings of a plan?
The Cascade Map
How to Customize the Planner page Display
How to view your Plan(s) in different ways
How do I Archive or Delete a Plan?
How can I Clone a Whole Plan?
Archiving / Transitioning Your Strategy
How to Enable and Disable Plans