At this point, we’re going to assume that you have your actual strategy ready to go and so this article will be the beginning of a set of articles focused on the technical side of setting it up in Cascade.

The Strategy Planner is located under the Strategy menu:

To create your strategic plan, just follow the wizard steps on the left hand side of the screen, starting with creating your vision statement, values and focus areas. You can also add colours, videos and pictures to your plan to help bring it to life. 

If you would like, you can customise your Cascade instance by defining various settings for your strategic plan in Define Framework.

Next, create some organisational goals and goals in your instance.

So far, your strategic plan is still in draft mode. Launch and communicate your strategy to activate your plan.

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