The Working Smarter with SmartDraw Series Working Smarter with Organization Charts for Presentations What you’ll learn: 1. The benefits of using organization charts in presentations 2. How to create an organization chart This article shows you how to use an organization (org) chart to replace text bullet lists of departments and personnel in your presentation. Using an org chart makes it much easier for everyone—analyst, presenter, and audience—to see how a company, team, or organization is structured. 1. The Benefits of Using Organization Charts in Presentations Org charts are the most effective way to communicate organization or team structure. They are also effective at communicating other hierarchically-structured information. It is much easier for your audience to understand this type of information visually, rather than as a text-and-bullets outline. As with other business graphics, org charts allow everyone to get the big picture while also addressing the details. Org charts in your presentation will increase recall and understanding and facilitate interaction and discussion. A full company org chart used for, say, HR purposes can be a complex chart. When presenting, of course, we want to keep each slide legible and ‘digestible’ for the audience. With that in mind, if you have a large organization chart to present, you should break it up into multiple slides. For example, you can start with an overview slide to the department or business unit level that gives the overall structure. Then, drill down into each organization branch with more detail. 2. How to Create an Organization Chart Start by creating a box for the highest entity in the structure— for example, the CEO or the parent company, if you are charting business units. Label the box and draw a line or ‘stem’ out of the bottom of the box. The stem will connect to the next branch or group of peers. Likely, there is more than one subordinate to the top level, so add a horizontal line, or ‘Main Line,’ to add the subordinates. Make a stem off the line for each subordinate and add a box. You can continue with this branching style for subsequent levels under each subordinate box. To fit better on a slide, a more compact branching style can be used. Some examples are shown below. With a few other basic conventions, you can illustrate almost any organizational structure. Double linked boxes indicate co-managers; dashed lines are used for indirect or advisory relationships; assistants are shown as attachments outside the hierarchy. Once you have the structure down, it’s time to annotate and style it for better clarity and information transfer. You can, of course, add names to the boxes. Resize and color boxes to highlight groups or individuals. Adding graphics and photos adds visual highlights and personality to the chart. SmartDraw is a trademark of SmartDraw.com • 9909 Mira Mesa Blvd., San Diego, CA 92131, USA • www.smartdraw.com Phone: (858) 225-3300 • Toll Free (800) 768-3729 • Fax: (858) 225-3390 • E-mail: sales@smartdraw.com • ©2008 SmartDraw.com all rights reserved. 2 Finally, you can use different layouts such as an inverted or horizontal one, if these layouts help focus the graphic on your message and takeaways. For example, you might be explaining an information flow, and a left-to-right layout could work better. To watch a video on how to make an org chart with SmartDraw click here. This document is part of the Working Smarter Series—a collection of publications describing proven tactics for improving business operations, provided free by SmartDraw.com. To download a free trial of SmartDraw, visit www.smartdraw.com SmartDraw is a trademark of SmartDraw.com • 9909 Mira Mesa Blvd., San Diego, CA 92131, USA • www.smartdraw.com Phone: (858) 225-3300 • Toll Free (800) 768-3729 • Fax: (858) 225-3390 • E-mail: sales@smartdraw.com • ©2008 SmartDraw.com all rights reserved. 3