Everything you need to know to create your strategic plan, and its components in Cascade
31 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!
Know more about privacy, access control and permissions on plans built in Cascade!
Time Horizons and Plans
Learn how to apply time horizons to your goals and manage strategic governance!
How to Assign a Team to a Plan?
Know how to assign a team to a plan on its creation or later!
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 Nested Objectives to your Objectives
Learn how to add "nested" objectives to the high level or parent objectives!
Add Contributing Objectives to your Objectives
Learn how to add contributing objectives!
Decoding Different Terminologies of Objectives!
Know what're the different types of objectives in Cascade!
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 Measures to your Objectives
Learn how to add measures to your objectives!
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!
Add Weights to define the Progress of your Objectives
This article explains how to leverage weighted progress calculation for objectives in Cascade.
How to Reorder within a Plan?
Learn how to reorder focus areas, objectives, and other initiatives within a plan!
Move an Objective
Learn how to move an objective and its success criteria within or between plans.
Move a Measure, Project or Action
Learn how to move projects, measures or actions between objectives of the same or different plans?
Delete an Objective
Learn how to delete the different types of objectives!
Import from Cascade's Template Library
Know how to import from Cascade's template library and get started with strategizing right away!
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
The Goal Hub
View the progress in goal hub!
How to use the Sidebar to update and edit your Goals.
Set-up Reminders for Goal Updates
Learn how to set up reminders for goal updates!
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 Arrived at?
How is expected progress calculated?
What does each Health mean in Cascade?
What does each of the health mean in Cascade, and how to understand where they come from.