Video Library

Check out the Metrics Library in this brief feature overview.

Learn the power of Cascade's reporting tools and move on from the old ways of checking dozens of emails and spreadsheets and taking hours to build reports.

In this brief crash course, learn what the strategy building blocks are and how they fit together.

Find out where to interact with the goals you own in Cascade.

In this video, learn the basics of creating and managing risks in Cascade, including calculating risk score, adding mitigations, and assigning accountable users in Cascade.

In this video, learn how to use the bulk reassignment tool to shift ownership of goals from one user to another.

In this video, learn how to configure and use the Endorsements custom field in order to notify responsible parties of updates made to goals.

In this video, I will be discussing a custom field option offered in Cascade for budget and resource management. I will show you how to set up this field and assign it to goals. This powerful function allows you to visually track budget allocation versus spending and forecast. I will guide you through the process of creating a custom field template, adding fields to the template, and assigning the template to a plan. By the end of the video, you will have a clear understanding of how to use this custom field option in Cascade.

In this video, I will discuss the best practices for using goal relationships in cascade. I will explain what relationships are and how they help create alignment between different goals and areas. I will also share the five different types of relationships in cascade and when to use them. Whether it's a contributor relationship, dependency relationship, blocker relationship, risk relationship, or leading indicator relationship, understanding how to utilize these relationships will enhance goal tracking and improve goal achievement. Watch this video to learn more about optimizing goal relationships in Cascade.

In this video, I will show you how to create new metrics in Cascade using the calculations or metrics alignment feature. This feature allows you to connect metrics from multiple sources and roll them up into a single metric, enabling you to see the impact at higher levels. I will guide you through the process of creating a new metric based on the addition or average of existing metrics. By the end of the video, you will be able to connect your metrics and start tracking the high-level impact.

In this video, I will discuss the best practices for risk management and cascade. I will explain how to use the risk template attached to goals, including creating risks, assigning ownership, creating mitigations, and reporting on them. I will also discuss two options for managing risks: attaching the risk template directly to a goal for more granular risks, or using the risk relationship option for broader risks that impact multiple goals. By the end of the video, you will have a clear understanding of how to effectively manage risks in your organization.

In this video, I will provide a comprehensive overview of the different options available in the dashboard widget library. I will showcase each widget and explain their functionalities, allowing you to familiarize yourself with the tools at your disposal. By the end of the video, you will have a clear understanding of the various widgets and their potential uses, providing you with a solid foundation for creating effective dashboards.

In this video, I will walk you through the goal move flow in Cascade. I will show you how to move objectives within a focus area and even between different plans. I will demonstrate how to access the move goal function and explain its benefits compared to the reorder plan option. By the end of the video, you will have a clear understanding of how to efficiently move your goals in Cascade. Enjoy!

In this video, I will explain the concept of nested objectives in Cascade and provide guidance on how to effectively utilize them. Nested objectives allow you to add an additional layer to your strategic plan structure, enabling a more granular approach to managing your goals. I will discuss the benefits of nested objectives, such as the ability to expand them to hold their own success criteria. Additionally, I will share best practices, including avoiding excessive nesting and ensuring alignment and prioritization. By the end of this video, you will have a clear understanding of how to leverage nested objectives to enhance your planning process.

In this video, I will show you how to use custom update templates. Before we begin, make sure the templates are configured by an admin. Once configured, we can leverage these templates in two key places: at the team level and at the goal level. At the team level, we can apply custom team updates by selecting the desired template and filling out the fields. Similarly, at the goal level, we can post updates using the custom templates. Watch the video to learn how to fill out and use these custom updates.

In this video, I am thrilled to introduce a new feature called custom update templates. These templates allow you to create specific fields to collect information from your teams, ensuring consistency in communication. I will guide you through the process of setting up a new custom update template, including selecting the entities and teams that can use it. By the end, you will be able to configure custom updates for objectives, projects, and teams, enhancing communication and collaboration within your work.

In this video, I will explain what maintain measures are used for and provide a step-by-step guide on how to set them up. I will discuss different target types, including maintaining above, maintaining below, and maintaining between. I will also explain the parameters involved in each target type, such as lower limit, upper limit, lower critical, and upper critical. By the end of the video, you will have a clear understanding of how to use maintain measures to track and manage your objectives effectively.

In this video, I will explain how to create manual metrics without integrating them from external sources. Manual metrics are a great way to get a metric out of your plans. I will show you two ways to create manual metrics: directly from the Metrics Library and from measures in your plans. By following these steps, you will be able to create and track manual metrics, connect them to other measures or metrics, and store historical data for future reference.

In this video, learn how to import metrics using the MS Excel native metrics integration.

In this video, learn how to create custom fields in Cascade and apply them to a plan.

In this video, learn how to use roles and permissions in Cascade.

Learn how to customize the labels of templates in your framework.

In this video, learn how to create goal types for your templates and apply them to goals in the planner.

See how to use the bulk import tool to download and populate a template, then bulk import your plan data.

Learn how to create a new Excel connection and use it to automate the tracking of a measure in Cascade.

Learn how to create a new Google Sheets connection and import metrics into your metrics library.

See how to create a new plan in your Cascade workspace.

Check out the Relationships Sidebar in this brief walkthrough.

In this video, learn what 'planslation' is and receive an overview of the process so you can begin translating your strategic documents into Cascade.

To begin the 'planslation' process, learn how to review and understand your existing strategy documentation.

Once you understand your existing strategy docs, start identifying the core building blocks.

Start translating buidling blocks into Cascade and establishing relationships between them.

Now that you know how your plans translate into Cascade, customize your framework to support them.

Now that you know how your plans translate into Cascade, customize your framework to support them.

With a full understanding of how your strategic plans fit into Cascade and customization in place, start importing data so you can begin executing your strategy.

Understand the power of dashboards and how they will change your strategy with this high level overview.

Check out the widget library and learn the flow of creating charts in Cascade's dashboards.

In this intro to the Strategy Building Blocks, find out what the building blocks are and how to use them.

Learn what the strategy model is and how it can be leveraged to craft stellar strategic plans.

Learn how to identify plans - the various workstreams that make up your business as a whole.

Learn how to identify focus areas - the high level priorities present across your strategy.

Learn how to identify objectives - the outcomes defined in your strategic plan to reach the goal future state.

Learn how to identify actions - the qualitative pieces of work required to realize your strategic outcomes.

Learn how to identify measures - the quanititative success criteria associated with your strategic outcomes.

Understand the difference between metrics and measures, and how they are both integral to a good strategy.

Review the three tracking types used in Cascade and how to make progress updates for each.

Learn how to use the weighting function when tracking the progress of your objectives.

In this video, learn how to create Alignment in Cascade using Relationships.

Learn how to visualize alignment and relationships between goals in Cascade.