Cascade

Tom Wright

Luke Bennrubi

Deanne Glasford

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

PLAN - Strategic Planning Tools

Plan admins and how to add them - note that "Plan Admins" are the same thing as "Plan Contributors"

Plan Admins / Contributors

Depending on what Goal Template you're using (Objective, Project, KPI, etc.), you might want that Goal to get progress a specific way.

Setting Default Tracking Types for Goals

Learn about the differences between Templates and Custom Fields, and how they ultimately make up your Strategy Model.

Understanding Templates and Custom Fields in Cascade

The process of how to create Templates within your Strategy Model to customize your Goals with unique names and fields

Goal Templates: Best Practices

Learn how to customize fields in Cascade as needed (Admin)

Customize Fields on Templates

What are Update, Task and Risk Templates and how to use them within your Strategy Model

Task, Risk, & Update Templates

This article explains how to delete (archive) Templates in Cascade, and the implications of doing that.

How to Delete a Template (Strategy Model)

Determine who can access the different Templates inside Cascade

Template Access Control

How to create and edit the units you use to measure Goal progress.

How to add Units of Measure for my Goals

Will Kleweno

The Strategy Model (Plan Settings)

Set up your goals in Cascade in an easy and fast way

Goal Bulk Uploader

Use our new Planner Blocks customization to either add new sections to your plan, or take things out that you don't need.

Planner Blocks: SWOT Analysis, other custom sections

How to add your Vision statement and to make it as compelling as possible.

How to Add or Change your Vision Statement

How to create and add your strategic focus areas to your plan

How to Add or Change my Focus Areas

How to add a Goal to your plan, including filling out detailed fields, setting up tracking and choosing aligned parent & children goals

Adding Goals in Cascade

How to create your strategic values and add them into Cascade

Add Values

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.

Why are my Goals in Draft?

How to launch your strategic plan to your team and activate your draft goals.

How to Launch & Communicate your Strategy

This article explains how to create multiple plans in Cascade by managing Org Units.

How to Create Multiple Plans

This article will explain the way you can export your Strategic Plan to PDF from your Planner page

Exporting your Strategy to PDF

Nick Cuddigan

Creating a Strategic Plan

How to configure the sharing settings of a plan?

Visualize your plan alignment and progress in Cascade better than ever!

The Cascade Map

This article explains how to customize the display on the Planner page.

How to Customize the Planner page Display

This article shows how to view other plans from the Planner, Explore, and Snapshot pages.

How to view your Plan(s) in different ways

This article will explain how to archive or delete a plan within Cascade.

How do I Archive or Delete a Plan?

This article will explain how to clone goals in a plan to create a new plan.

How can I Clone a Whole Plan?

This article goes through how to archive your old strategic plan and move to a new one.

Archiving / Transitioning Your Strategy

This article will show you how to enable and disable plans within Cascade.

How to Enable and Disable Plans

Managing the Strategic Plan(s)

Learn how to user the Rich Text Box Attribute

Custom Field: Rich Text Box

What is the Text field and when you use it.

Custom Field: Text

What is the Drop Down List and when to use it

Custom Field: Drop Down List

What is the Radio button and when you use it.

Custom Field: Radio Button

What is the Checkbox and when you use it.

Custom Field: Checkbox

What is the number field and when you use it.

Custom Field: Number

What is the Date field and when to use it

Custom Field: Date

Learn how to use this powerful field to calculate on-the-fly data inside Cascade.

PLAN - Strategic Planning Tools

The Strategy Model (Plan Settings)

Creating a Strategic Plan

Managing the Strategic Plan(s)

Custom Fields - Detailed