Everything you need to know to create your strategic plan, and its components in Cascade
19 Articles in this category
Create Your Plan
This is a step-by-step guide to the basics of creating and launching your plan!
Create a Plan: Quick bytes
Some quick bytes to help you build a plan within minutes!
Add Focus Areas to your Plan
Focus areas are the high-level things that you will 'focus' on as you strive to deliver your vision.
Add Objectives to the Focus Areas
Learn what are objectives and how to add those to your plans, including filling out detailed fields.
Add Measures to your Objectives
Learn how to add measures to your objectives!
Add Projects to your Objectives
Learn about projects and how to add those to the objectives!
Add Actions to your Objectives
Learn how to add actions to your objectives!
Add Contributing Objectives to your Objectives
Learn how to add contributing objectives!
Move an Objective to a different plan or focus area
Learn how to change the strategic contribution of the objectives.
Delete an Objective
Learn how to delete the different types of objectives!
Import Your Plan
Bring your plan to Cascade with just a few clicks! Import, and you are ready to go!
Bulk Importer - Users and Plans
Import users and plans in bulk, and get started with your strategy execution right away!
Apply Templates with Custom Fields to Plans
Apply templates with custom fields configured to your plans that helps in unlocking strategic insights!
Populate Data against Custom Fields
Populate data against custom fields to unlock strategic insights
How to use the Sidebar to update and edit your Goals.
How is Expected Progress Arrived at?
How is expected progress calculated?
The Goal Hub
View the progress in goal hub!
Add risks to flag any anticipated issues or problems in achieving your goals.
What does each Status or Health mean in Cascade?
What does each of the statuses mean in Cascade, and how to understand where they come from.