When conversations about “organizational charts” and “structure” come about, we often here a sigh from our clients. We’ll admit, creating and updating a chart is not the most exhilarating task to do, but the benefits from having and sharing an accurate one are just too great to let you skip out on. As mentioned in our Quick List on Monday, an org. chart gives you and your team better guidance over:

org. chart

  • Operations Management
  • Communication Strategy
  • Project Management
  • Coaching Opportunities/Accountability Tracking

We’re fairly confident that the first reason you may be lacking a physical chart has to do with a lack of time. We get it. So, to help you out, we took it upon ourselves to get half the job done for you!

Below you will find both a PDF and Publisher version of a sample organizational chart. Should you choose to accept this mission, here are your instructions:

  1. Download either the printable PDF or Microsoft Word version of the sample org. chart
  2. Schedule an hour of quiet time to think and fill it out.
  3. Here’s the catch – don’t use anyone’s name. Fill the boxes with titles/positions only!
    • You are welcome to leave boxes blank or delete unused boxes.
    • Reflect on the reasons for placement, connections, and structure as you fill this in.
  4. On the 3rd page of the attachment, write down 3 ways that tell you when that role is really producing for your organization. In other words, what are the 3 main responsibilities of that role?
  5. Analyze your chart, and ask yourself some questions:
    • Do you feel there may be roles or positions missing?
    • Does the number of people in each department positively correlate to the amount of results being produced?
    • Are the lines of communication flowing up and down the organization, or do they get tangled in some areas?
    • Is everyone reporting to/collaborating with the right teams?
    • How many people are reporting directly to you? How do you feel about that number?

Once you and your team have completed this masterpiece-of-a-chart, remember one thing: this is a living, breathing, ever-changing document. It should not live in a drawer, or get lost in a binder on the shelf. It’s a tool to help you and your employees navigate towards company goals – take advantage of it!