Plan
19 Articles in this category
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Contributors
+ 3
Plan
Everything you need to know to create your strategic plan, and its components in Cascade
19 Articles in this category
+ 3
Written by
Aarthi Kumar ,
Bec Lee ,
Kevin Hwang and 3 others
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 : 10 Jan 2023
Create a Plan: Quick bytes
Some quick bytes to help you build a plan within minutes!
Written by
Aarthi Kumar
Updated on : 03 Jan 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
Bec Lee ,
Aarthi Kumar
Updated on : 08 Dec 2022
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 : 23 Jan 2023
Add Measures to your Objectives
Learn how to add measures to your objectives!
Written by
Aarthi Kumar ,
Kevin Hwang
Updated on : 08 Dec 2022
Add Projects to your Objectives
Learn about projects and how to add those to the objectives!
Written by
Aarthi Kumar ,
Mitali Shetty
Updated on : 23 Jan 2023
Add Actions to your Objectives
Learn how to add actions to your objectives!
Written by
Aarthi Kumar
Updated on : 23 Jan 2023
Add Contributing Objectives to your Objectives
Learn how to add contributing objectives!
Written by
Aarthi Kumar
Updated on : 28 Sep 2022
Move an Objective to a different plan or focus area
Learn how to change the strategic contribution of the objectives.
Written by
Kevin Hwang
Updated on : 03 Oct 2022
Delete an Objective
Learn how to delete the different types of objectives!
Written by
Bec Lee
Updated on : 28 Sep 2022
Import Your Plan
Bring your plan to Cascade with just a few clicks! Import, and you are ready to go!
Written by
Aarthi Kumar ,
Chris Gandolfo
Updated on : 15 Oct 2022
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 : 12 Jan 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
Kevin Hwang
Updated on : 03 Oct 2022
Populate Data against Custom Fields
Populate data against custom fields to unlock strategic insights
Written by
Aarthi Kumar ,
Kevin Hwang
Updated on : 18 Nov 2022
The 'Sidebar'
How to use the Sidebar to update and edit your Goals.
Written by
Aarthi Kumar
Updated on : 04 Jan 2023
How is Expected Progress Arrived at?
How is expected progress calculated?
Written by
Kevin Hwang
Updated on : 28 Sep 2022
The Goal Hub
View the progress in goal hub!
Written by
Aarthi Kumar ,
Kevin Hwang
Updated on : 18 Nov 2022
Add Risks
Add risks to flag any anticipated issues or problems in achieving your goals.
Written by
Aarthi Kumar ,
John Bengtsson
Updated on : 28 Sep 2022
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.
Written by
Aarthi Kumar
Updated on : 28 Sep 2022