The strategy framework in Cascade is where you define various settings for your strategic plan that will impact how people create goals and subsequent reporting. You will want to define your framework before you start entering large numbers of goals into Cascade. Here's a quick overview of the things you can manage in this section:
Goal types are essentially labels that you can apply to your goals, to categorise them in different ways. When people create goals they will be given the option to apply the labels that you define here to those goals. That will then allow you to generate reports based on the labels that have been defined. Find out more about Goal Types in this article.
Goal units are the units of measurement by which you want to measure your various goals – having a controlled set of units promotes consistent management and use of your information. When a user creates a goal in Cascade, they will be able to select one of your goal units as the ‘counting’ mechanism for that goal. For example, say the goal was: “Raise additional funding of $5,000,000 by 21st Dec 2018″ – the goal unit here would be the ‘$‘.
When you create goals in Cascade, you will be given the option to weight them. Weighting a goal has two key functions. Firstly it allows you to report on your goals according to their weights (e.g. having Cascade display Top Priority goals towards the top of any dashboard). Secondly, the auto tracking feature of Cascade (which automatically track the progress of a goal based on the progress of sub goals) will factor in the weighting of a goal to determine the importance of each sub-goal.
You can track resource allocation for goals that you create in Cascade. A resource can be anything from ‘time’ to ‘budget’. When you create a goal in Cascade, you will be asked to specify how much resource that new goal will consume. You can configure the total resource settings here:
Resource Name: The name of your resource e.g. “Marketing Budget”.
Unit: The unit of measurement for this resource e.g. “$” – note that this list is populated from the units you create under the ‘Goal Units’ tab (see above).
Maximum Allocation: The total pool available for this resource, e.g. if your total Marketing Budget for the organisation was $3,000,000 you would enter this here.
Minimum Increment: The increments in which this resource can be applied to a goal. For example if you set this to 5,000 – people would only be able to apply specify how much Marketing Budget their goal was using up, to the nearest $5,000.
Currently you can only add one resource for the organisation.
Note: this feature is currently disabled by default for new instances signed up due to its limitations. If you would like to turn it on for your instance, simply reach out to us via live chat or email us at firstname.lastname@example.org.
In some cases, you may want to tweak the language used for the key terminology throughout Cascade. You can configure those changes here (Strategy > Plan > Define Framework > Labels). This may be a very simple change such as changing the ‘s’ to an ‘z’ in the word ‘Organisation’, or something more dramatic, such as renaming ‘Focus Areas’ to ‘Strategic Pillars’.
Note that when you change these labels, they will no longer match what’s in the Cascade help material or online articles.
Next, you'll need to create some Organisational Goals.