Cascade is based on the concept of Goals. Goals encompass anything that you might want to 'do' as part of your strategy. Your strategic plan will contain a number of Goals which will be aligned to each other to form your Cascade Tree.
Examples of things that would be a Goal in your system include:
- Organizational Goals
- Strategic Objectives
At Cascade we recognize that not all Goals will look the same for everyone! That's why we support multiple flavors of Goals, which we call 'Goal Templates'. Goal Templates each have a unique name and description to explain what that Template is and when to use it in your plan. Read more here.
Whilst Goal Templates are the foundation of your Strategy Model, you can also create Task, Risk & Update Templates that are attached to them. These are the three additional Template types you can use within Cascade.
You can create multiple versions of these templates (e.g. a different Update Template for weekly and monthly updates), or you may decide not to attach any of these to your Goal Template.
When you create new templates you have the freedom to add unlimited Custom Fields. These fields allow you to differentiate your Templates and capture information that is specific to each of your Goals. This could be things like the executive sponsor, weight (#) or budget ($).
Cascade supports the following types of Custom Fields:
Once you have determined the fields and attached Task, Risk & Update Templates to your Goal Template you can then decide which users in your organization have the ability to create that Goal Template.
By default, access is given to all users. However, it can be restricted to only be seen by specific groups of people. In this scenario, if access is not granted for a Goal Template it will not be visible to any other users when they are creating goals.
Goal Templates don't exist in isolation, Cascade allows you create a hierarchy of templates that structure the way a strategy is built out within an organization. This structure is called the 'Strategy Model'.
Templates can be dragged onto the Strategy Model underneath other Templates or Focus Areas. By creating this structure it means that when you are creating Goals the system will now suggest that this particular Template should be aligned to what sits above it.
You can also attach a Goal Template beneath the Template you just created. This will mean any Goal Templates you choose to align below that particular Template will be the Goal Templates that are suggested when someone creates a new Goal beneath it within the system.