Organizational Chart & Company Structure Guides

Prepare reporting data and distinguish an org tree from the approval flows that follow it.

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Organizational Chart & Company Structure Guides in this category

  • How to map roles and responsibilities in a process — How to map roles and responsibilities across a process: one accountable owner per step, lanes for the roles that act, and a RACI only where the diagram cannot carry the answer.
  • How to create an org chart from Excel in Visio — The Organization Chart Wizard needs three things from your spreadsheet and does not care what the columns are called. The full desktop procedure, plus the refresh behaviour that makes org charts go stale.
  • How to map an approval process — How to map an approval process so the map is worth opening: where the authority limit sits, what a refusal actually does to the request, and who decides when the approver is away.
  • How to create an organizational chart from CSV — How to turn an HRIS CSV export into a chart of the reporting line: resolve employee_id and manager_id to row numbers, invert the direction the manager column points, and handle orphans and cycles.
  • How to Create a Hospital Organizational Chart — Build a hospital org chart step by step: executive team, medical and nursing lines, operations, finance, quality and medical staff governance, then link it to patient intake.
  • How to Show Risk, Compliance and Audit on an Org Chart — Draw independent control functions on an org chart: separate risk, compliance and internal audit from the business lines, mark the audit line as dotted and check it against a credit approval.
  • How to Show a Board or Committee on an Org Chart — Show governance bodies on an org chart without turning them into managers: board, committees and volunteers, built on a nonprofit chart and checked against a budget approval.

Browse all Process mapping guides