What does the template already contain?
The org chart template is a small tree: one lead and the roles under them. Open it and replace the labels. Add a box by placing a rectangle and connecting it to the manager.
Keep the boxes the same size. A larger box does not mean a more important role, and it makes the row look broken. The picture is the structure, not a performance review.
What should you leave out?
Leave out the process. How a request moves is a flowchart. Who someone reports to is the org chart. Combining them makes both unreadable. Link the two pages if a reader needs both.
Leave out dotted lines until you can say what the dotted line means in one sentence. A decorative second arrow is how charts start lying.
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How do you keep it current?
Date the title when you export. An org chart without a date is how a new person emails the wrong manager. The PNG is a snapshot. The board is what you edit next time.
FlowSimp is completely free to use — no sign-up required. Optional Google sign-in saves the board to the account. Guest drawings stay in the browser that made them.
What are the steps?
- Write the roles. Use role names if the people change. Use names if the chart is for a team that already knows each other. Do not mix a role and a project on the same box.
- Put the lead at the top. One box. If two people share the lead, the chart is already a special case. Say so in the label instead of drawing two arrows up.
- Connect reports downward. Each box has one manager. A person with two managers needs a note, not a second solid line that pretends the structure is simple.
- Stop at the question you were asked. A chart of a whole company is a poster. A chart of one team fits on a page and answers who to ask.