Plan

This is a step-by-step guide to the basics of creating and launching your plan!

Some quick bytes to help you build a plan within minutes!

Know more about privacy, access control and permissions on plans built in Cascade!

Know how to assign a team to a plan on its creation or later!

Focus areas are the high-level things that you will 'focus' on as you strive to deliver your vision.

Learn what are objectives and how to add those to your plans, including filling out detailed fields.

Learn how to add measures to your objectives!

Customize the tracking in your measures to specify or maintain a range, and calculate health based on your measure's settings!

Learn about projects and how to add those to the objectives!

Learn how to add actions to your objectives!

Learn how to add contributing objectives!

This article explains how to leverage weighted progress calculation for objectives in Cascade.

Learn how to reorder focus areas, objectives, and other initiatives within a plan!

Learn how to change the strategic contribution of the objectives.

Learn how to delete the different types of objectives!

Know how to import from Cascade's template library and get started with strategizing right away!

Bring your plan to Cascade with just a few clicks! Import, and you are ready to go!

Import users and plans in bulk, and get started with your strategy execution right away!

Apply templates with custom fields configured to your plans that helps in unlocking strategic insights!

Populate data against custom fields to unlock strategic insights

View the progress in goal hub!

How to use the Sidebar to update and edit your Goals.

Add risks to flag any anticipated issues or problems in achieving your goals.

Add relationships to initiatives in Cascade to see how they're connected and impact each other!

How is expected progress calculated?

What does each of the health mean in Cascade, and how to understand where they come from.