PLAN - Strategic Planning Tools

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

Tom Wright avatar Nick Cuddigan avatar Jane Clinton avatar +3
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"
Will Kleweno avatar
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.
Brandon Bett avatar
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.
Brandon Bett avatar
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
Jane Clinton avatar
Written by Jane Clinton
Updated over a week ago

Customize Fields on Templates

Learn how to customize fields in Cascade as needed (Admin)
Brandon Bett avatar
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
Jane Clinton avatar
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.
Brandon Bett avatar
Written by Brandon Bett
Updated over a week ago

Template Access Control

Determine who can access the different Templates inside Cascade
Jane Clinton avatar
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.
Nick Cuddigan avatar
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
Nicole Wang avatar
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.
Brandon Bett avatar
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.
Nick Cuddigan avatar
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
Nick Cuddigan avatar
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
Jane Clinton avatar
Written by Jane Clinton
Updated over a week ago

Add Values

How to create your strategic values and add them into Cascade
Tom Wright avatar
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.
Nick Cuddigan avatar
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.
Nick Cuddigan avatar
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.
Jane Clinton avatar
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
Jane Clinton avatar
Written by Jane Clinton
Updated over a week ago