To access the Strategy Model tool, navigate to Strategy > Plan. Assuming you have the appropriate privileges, you'll see a button in the top right of the screen that says 'Strategy Model'. When you click this button, you'll see a visual representation of your current model.

The first 3 levels of your Strategy Model (by default: Vision, Values, Focus Areas) cannot be removed, but can be renamed. Below Focus Areas, you can add as many Goal Templates as you like.

To add a Goal Template to your Strategy Model simply drag it from the right-hand panel into the map in the appropriate position.
 

All Cascade instances come pre-populated with our suggested Strategy Model, which includes Objectives, KPIs and Projects as the three default Goal Templates.

You can read more about the Cascade Strategy Model here.

The relationships that you define between your Goal Templates will determine the order in which users are encouraged to create their goals. For example, if only Objectives are added underneath Focus Areas within the Strategy Model, the system will then suggest that users should only create Objectives underneath Focus Areas. 

However, if Objectives, KPIs and Projects are all mapped to be below Focus Areas within the Strategy Model, users will see all three as suggested Templates when adding a new Goal. 

The Strategy model aims to create relationships between your Goal Templates so users can repeatably create more layers of goals in a consistent fashion. 

Any Templates that you add to your Strategy Model will be automatically enabled, meaning if users have the permission to access them, they will be able to create goals using that Goal Template. Any template that is not included on the map is disabled and users will not be able to use it.

Read about adding Task, Risk & Update Templates to your Strategy Model

Read more about Template Access Control

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