Create an Organizational Chart
Businesses, volunteer organizations, educational associations and other groups experience leadership change. An effective tool used to track leadership and key employee changes is the organizational chart. The chart can show an organization's structure from the very top hierarchy levels to the lowest hierarchy levels reflective of roles and responsibility. You can also track independent contractors, as well as direct and matrix supervisory relationships on the chart to provide a quick snapshot of your organization. There are several software packages that you can use to create organizational charts, including OrgPlus, SmartDraw, eDrawSoft, Microsoft PowerPoint, among others. This article will focus on creating charts using Microsoft PowerPoint.
Instructions
Creating the Shell
1. Click "Start" then "PowerPoint" to bring up a new slide. Two text boxes will appear on the new slide, one box titled "Click to Add Title" and another box titled "Click to Add Subtitle." Type the name of your organization in the text box labeled "Click to Add Title." For example, if your business is named ABC Graphics, type that in the box. Type a department name in the text box labeled "Click to Add Subtitle" if you are creating an organizational chart for a group several layers within the company. Simply delete this text box by clicking on the outside of the text box then clicking the "Delete" key on your computer keyboard if the chart does not require a subtitle.
2. Create the top two reporting levels. Select a chart template by clicking "Insert" then "Diagram." Select the image of the organizational chart as the diagram type to insert a two-level chart into the slide. Type the name of the most senior person in your organization in the top box. Click the "Enter" key on your keyboard then type the person's title. For example, for the chief executive officer (CEO) you could type "Denise Turney, Chief Executive Officer." Type the names and titles for the CEO's direct reports in the boxes on the second row. To add more boxes right-click on the last box in the row then select "Coworker." A new box on the second row will appear.
3. Create lower reporting levels. Right-click on the last box on the second row then select "Subordinate." A third row of text boxes will appear. Type the name and title of managers that report into the CEO's direct reports on this third line. To add more boxes right-click on the last box in the row then select "Coworker." A new box on the third row will appear.
4. Identify matrix reporting relationships. Change the connecting line from solid to broken between boxes that have matrix reporting relationships within the organizational hierarchy. Right-click on the solid connecting line between the applicable boxes. Select "Format Auto Shape." Click the drop-down box next to "Dashed." Select the dotted line image.
5. Add hyperlinks that lead to organizational chart member bios. Position the mouse cursor into the text box you want to add a hyperlink to. Right-click inside the box. Select "Hyperlink." Type the address of the hyperlink that houses the CEO or manager's approved company bio.
Tags: will appear, then select, Type name, your organization, boxes right-click, boxes right-click last
