Three Tips for Creating Better Org Charts

Published September 22 2011 7:37 AM | SarahM

An Organization Chart, or Org Chart, shows the structure of a company by showing the different levels of management. It should show all the different positions in an easy to understand and easy to revise, especially when you are a part of a quickly changing company. You do not want to be spending all your time keeping your org chart up to date! Here are some of our best tips:

Tip 1: Organize Your Organization Chart Logically

Organization charts resemble family trees, with the highest authority of the company, like the CEO, at the top of the tree and all subordinates branch below that box based on rank. The exception is assistants such as secretaries. Their box should connect to the branch below the person whom they assist. In first putting the chart together, think of your organization as a collection of positions, not a collection of people. Taking this approach leads to a much more logical organization than starting with people. Each position should have defined by the goal of the position, the responsibilities of the position, and what position the position reports to. Then, fill in the names.

org chart

Learn how to make an Organization Chart with SmartDraw here.

Tip 2: Break up Large Organization Charts and Leave Off the Teams

In a large company, organization charts can quickly become unruly! In these cases, break up your organization in chart by department and then fill in your organization hierarchies. With SmartDraw, sub-charts can be hyperlinked to the top-level charts for easy access. Following this convention, will also maintain the rules of Visual Grammar, which defines a set of rules to create consistent and professional visuals.

org chart simplified

Additionally, to prevent any confusion, you should only define an org chart hierarchically, by who reports to whom. This means every person on the org chart should report directly to the person who sets his or her salary. Every organization has teams and workgroups, but these often are not organized hierarchically. Teams and working groups often bring members together across departments. Instead, use team charts to describe these groups.

team chart

Tip 3: Put a Name and Face to Every Role

Many companies avoid including names and most avoid including photos on their org charts. This requires time and maintenance of the organization chart. However, the time it takes to upkeep the organization chart will save your employees time, especially when they are first hired, putting a name and face to every role in the organization.

org chart with photos

To add pictures to your organization chart, select the position to which you want to add a photo and then click Add Picture in the SmartPanel. After you select the photo, you can easily scale or crop your photo. Also, you can click on the Picture tab in the upper ribbon area and change the brightness and other features of your photo.

Learn more about changing the style of your organization chart.

What best practices would you add to this list of tips? What do you feel makes a good, usable org chart?



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