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

Why cybercriminals are targeting CPAs

This free report expands on the most commonly found scams, why education and specialized IT knowledge help to lessen security vulnerabilities, and why every firm should plan carefully for how it would respond to a breach.

PODCAST

How tax reform — and Excel — are changing the CPA Exam

Mike Decker, the vice president of examinations at the AICPA, discusses changes being made to the exam as a result of tax reform — and about how Excel will now be available for use on the test.