A Beginner's Guide to Organizational Chart
Edraw has the most extensive collection of organization chart features, including a variety of different shapes, connectors, layout options, and design options. Here is a brief beginner's guide for making organizational chart.
Start a New Organizational Chart Drawing Page
When Edraw opens, all you need to work with is the one titled
Video Tutorial - How to Create an Org Chart
Video Tutorial - Create an Org Chart with Data
Video Tutorial - Learn to Layout Organizational
On the Template
Categories list, click the Organizational Chart category. All of the libraries in the
organizational chart category appear in the central window.
Double-click the template titled Photo Organizational
When the Organizational Chart Shapes library opens, most of the space is taken up
by a blank
drawing page. Because it is important to line up the shapes when you create a
diagram, the page appears with grid lines on it.
Traditionally, organizational charts were drawn with a
template and a ruler. Now, however, the process becomes much easier with Edraw.
How to Replace Photo in the Organizational Chart Shapes
Including pictures of employees in your organization charts
can help to humanize your corporate intranet site, help new employees get
acquainted, and assist far-flung virtual teams to get a sense of who their
co-workers are. By using the improved organization chart shapes in Edraw, you can
easily add pictures to your organizational charts.
Right-click the organization chart shape you
want to add a picture to, and then click Replace Photo. In the Insert
Picture dialog box, locate the folder that contains the picture you want to
insert, and then click the picture file.
Connect Organizational Charts Shapes with the Smart Connector
It's easy to connect organizational chart shapes in Edraw.
On the Home tab, in the Basic Tools group, click the
a smart connector you need to point the cursor at any connection point of the
shape. The connection point will be highlighted red.
Or you can open the Frame Shapes in the Organizational
The design of your organizational chart
the type of organization. Some organizations are described as "flat," meaning
that many people report to a single person at the top of the organization.
Others are more vertical in nature with a few people reporting to the top. In
some organizations, departments or organizational units are similar in size; in
others, there is considerable disparity in the size of the various
organizations. Design of your organizational chart is made more difficult if there is a great deal of variation from department to department.
Organizational charts can list both titles and names of
specific personnel. In a large organization, they may simply list the title with
the number of people assigned to that title in that department. For example,
under computer department, you might see the following functions: Software
Engineers (25), System Administrator (2), Computer Support Specialist (12). If
names are required, they can be listed separately by department and function.
Organizational Chart Examples
The following images are created with the Edraw org chart software. You can find more
examples in the example gallery.
Let's make a sample organizational chart for a small
organization. Let's imagine a small manufacturing company, Acme Ballet Shoes for
the Coordination Challenged. Acme has twenty-five people on its staff.
At the top of Acme's hierarchy are the President and
Chief Operation Officer. The president has an Administrative Assistant who
reports only to him. Place a box to one side of the President's box, but make it
smaller than that of the President. On a piece of paper or on your computer
screen laid out horizontally (landscape), place a box with his/her title,
followed by his/her name or the number one. Two vice presidents report to the
president. Add two boxes for Vice Presidents under the President's box and label
them "VP of Operations" and "VP of Sales and Marketing", respectively.
Production, Quality Control, Shipping, and Receiving report to the VP of
Operations. Place a box for each of these departments under the box for VP of
Operations. As you might guess, the Sales and Marketing departments report to
the VP of Sales and Marketing. Place the name of the supervisor for each
department in its box. Note that the Shipping and Receiving, although separate
departments with discrete functions, have the same supervisor. Show his/or her
name in both boxes. Create a small box for each staff member in each of the
departments, and list his or her name in the box with his/her title. Connect the
boxes with lines to show the relationships and to complete the "tree branches".
We've forgotten one person, the company Accountant, who
reports to both the President (for accounts payable and receivable) and to the
VP of Operations (for purchasing and inventory). Place the accountant's box
between the President and VP of Operations and connect him/her to each with a
dotted line. Dotted lines are used to show dual reporting structures within an
organization. For example, a person may be assigned full-time to a specific
department, but have a "dotted line" relationship with another department or
The process is similar for a large organization, but
names are not listed on the chart. However, each title will likely show a head
count next to the title. Also, any vacancies are specified on the chart.
A very small organization will possibly fit on one piece
of paper. Other organizations will require oversize (8.5" x 14" or 11" x 17").
To create or print an organizational chart on standard 8.5" x 11" letter size
paper, the chart will need to be broken into discrete units, usually divisions
(groups of departments) or departments. Typically, the executive positions are
listed on the first page of a multi-page chart. Pages should be numbered and the
charts should be annotated, similar to the annotation in a map book, to show the
chart to which a section connects.
Finally, you can use box size, line weight, and color to show relationships
and to make your chart easier to read. The organizational chart is a tool used
by both managers and staff to document and better
understand relationships and functional roles within and organization.
Discover why Edraw is the optimal org chart software: Try it FREE.
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