Prepare an Instant Organizational Chart

BY STANLEY ZAROWIN


Our company is reorganizing, and I’ve been asked to prepare organizational charts for each division to reflect the changes. Is there an easy way to set up the charts?

Word has a well-hidden tool for that. Click on Insert, Picture and then Organization Chart. That will bring up a conventional four-part chart. To adjust the design to suit your needs, right-click on an empty space between the blue labels and an Organization Chart toolbar will appear (see screenshot below).

To find out what each button on the toolbar does, click on each tab to engage its dropdown menu (see example of one in the screenshot below). They will give you all the tools you need to create a custom chart.

SPONSORED REPORT

The technology assessment engagement

Are you working with the best technology? Do you know how to help your clients determine if their technology stack measures up? In this free report, J. Carlton Collins, CPA, explains how to answer those questions via a technology assessment engagement.

FEATURE

Maximizing the higher education tax credits

A counterintuitive strategy can save taxes by including otherwise excludable scholarships in gross income.