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.

RESOURCES

Keeping you informed and prepared amid the coronavirus crisis

We’re gathering the latest news stories along with relevant columns, tips, podcasts, and videos on this page, along with curated items from our archives to help with uncertainty and disruption.

SPONSORED

Building process maps: Template and instructions

Documenting your financial close process and finding opportunities for automation are more important than ever. Our customizable slide deck has instructions, a risk assessment questionnaire, and bonus checklists that will help you map out your process.