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Contents
Plan
Everything you need to know to create your strategic plan, and its components in Cascade
31 Articles
in this category
Written by
Aarthi Kumar
,
Chris Gandolfo
,
Bec Lee
Share
Create Your Plan
This is a step-by-step guide to the basics of creating and launching your plan!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Create a Plan: Quick bytes
Some quick bytes to help you build a plan within minutes!
Written by
Aarthi Kumar
Updated on : 19 Jul 2023
Plan Permissions
Know more about privacy, access control and permissions on plans built in Cascade!
Written by
Aarthi Kumar
Updated on : 01 Dec 2023
Time Horizons and Plans
Learn how to apply time horizons to your goals and manage strategic governance!
Written by
Aarthi Kumar
Updated on : 01 Dec 2023
How to Assign a Team to a Plan?
Know how to assign a team to a plan on its creation or later!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
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.
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Add Objectives to the Focus Areas
Learn what are objectives and how to add those to your plans, including filling out detailed fields.
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Add Nested Objectives to your Objectives
Learn how to add "nested" objectives to the high level or parent objectives!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Add Contributing Objectives to your Objectives
Learn how to add contributing objectives!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Decoding Different Terminologies of Objectives!
Know what're the different types of objectives in Cascade!
Written by
Aarthi Kumar
Updated on : 19 Jul 2023
Add Projects to your Objectives
Learn about projects and how to add those to the objectives!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Add Actions to your Objectives
Learn how to add actions to your objectives!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Add Measures to your Objectives
Learn how to add measures to your objectives!
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Customize Tracking for your Measures
Customize the tracking in your measures to specify or maintain a range, and calculate health based on your measure's settings!
Written by
Aarthi Kumar
Updated on : 27 Oct 2023
Add Weights to define the Progress of your Objectives
This article explains how to leverage weighted progress calculation for objectives in Cascade.
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
How to Reorder within a Plan?
Learn how to reorder focus areas, objectives, and other initiatives within a plan!
Written by
Aarthi Kumar
Updated on : 23 Aug 2023
Move an Objective
Learn how to move an objective and its success criteria within or between plans.
Written by
Aarthi Kumar
Updated on : 23 Aug 2023
Move a Measure, Project or Action
Learn how to move projects, measures or actions between objectives of the same or different plans?
Written by
Aarthi Kumar
Updated on : 23 Aug 2023
Delete an Objective
Learn how to delete the different types of objectives!
Written by
Aarthi Kumar
Updated on : 19 Jul 2023
Import from Cascade's Template Library
Know how to import from Cascade's template library and get started with strategizing right away!
Written by
Aarthi Kumar
Updated on : 05 Jun 2023
Import Your Plan
Bring your plan to Cascade with just a few clicks! Import, and you are ready to go!
Written by
Aarthi Kumar
Updated on : 01 Nov 2023
Bulk Importer - Users and Plans
Import users and plans in bulk, and get started with your strategy execution right away!
Written by
Aarthi Kumar
,
Chris Gandolfo
Updated on : 20 Nov 2023
Apply Templates with Custom Fields to Plans
Apply templates with custom fields configured to your plans that helps in unlocking strategic insights!
Written by
Aarthi Kumar
Updated on : 10 May 2023
Populate Data against Custom Fields
Populate data against custom fields to unlock strategic insights
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
The Goal Hub
View the progress in goal hub!
Written by
Aarthi Kumar
Updated on : 26 Sep 2023
The 'Sidebar'
How to use the Sidebar to update and edit your Goals.
Written by
Aarthi Kumar
Updated on : 20 Nov 2023
Set-up Reminders for Goal Updates
Learn how to set up reminders for goal updates!
Written by
Aarthi Kumar
Updated on : 29 Sep 2023
Add Risks
Add risks to flag any anticipated issues or problems in achieving your goals.
Written by
Bec Lee
,
Aarthi Kumar
Updated on : 10 Nov 2023
Add Relationships
Add relationships to initiatives in Cascade to see how they're connected and impact each other!
Written by
Bec Lee
,
Aarthi Kumar
Updated on : 20 Nov 2023
How is Expected Progress Arrived at?
How is expected progress calculated?
Written by
Aarthi Kumar
Updated on : 01 Sep 2023
What does each Health mean in Cascade?
What does each of the health mean in Cascade, and how to understand where they come from.
Written by
Aarthi Kumar
Updated on : 01 Nov 2023