Organizational Chart: The Complete Guide

Les points à retenir

White Paper on Corporate Culture

Télécharger la ressource

An organizational chart is a visual representation of your company structure, showing roles, responsibilities, and reporting relationships. It's a fundamental tool for clarity and alignment. In this comprehensive guide, discover the different types of organizational charts, how to create one, and best practices for maintaining and using it effectively.

What is an Organizational Chart?

company organizational chart

Creating an effective organizational chart requires a methodical and thoughtful approach, using visual representation and schematic tools. Whether you're starting from scratch or looking to update your existing organizational structure, it's essential to follow certain key steps to achieve a relevant and usable result. An organizational chart, whether flat, matrix or hierarchical, provides a global and clear view of the organizational structure within your company. This tool, often presented as a graphic or diagram, helps clarify roles, responsibilities and hierarchical levels, while facilitating internal communication and task distribution. It can also serve as a reference for employees, clients or external stakeholders, by illustrating the chain of command and the structure of your organization.

The structure of the organizational chart is an important process for defining roles, identifying members of a team or group, and visualizing the organizational structure in the context of a personnel management strategy. Using an organizational chart creation tool, whether a free software or online platform, makes it possible to customize the document and update it in real-time. The clear picture of the internal organization thus created can be easily shared with executives, employees or stakeholders, to provide a clear view and improve the understanding of workflows. Whether you opt for an online organizational chart, star-shaped or circular, this schematic tool remains a key element for clarifying relationships, facilitating collective work and organizing units within your company.

With thoughtful structure, an effective organizational chart not only represents the hierarchical structure and organizational structure, but it can also highlight the different divisions, departments and management levels. Regular updating of this tool provides the opportunity to clarify roles, list stakeholders and improve alignment between different members of your organization. Whether for a small business or a large organization, the organizational chart is a visual and static support sufficient to illustrate and explain the strategy and workflows, while meeting the needs of simplification and improved internal communication.

Let's discover together how to do it in a simple and professional way.

Steps to design an organizational chart

Creating an organizational chart takes place in several well-defined steps. Here's how to proceed in a methodical way:

  1. Make an inventory of functions

Start by listing all the positions and functions that exist in your company. Note the exact job titles and identify the different departments or services. This first step lays the foundation for your organizational chart.

  1. Identify hierarchical relationships

Determine who reports to whom in the organization. Note the direct links between managers and their teams. This is the time to clarify any double reporting and functional relationships between departments.

  1. Establish graphical representation

Draw the structure starting from the top (general direction) to the bottom. Place positions at the same level on a horizontal line. Use identical geometric shapes for positions of the same nature and draw clear lines to show hierarchical links.

  1. Check and validate

Have your organizational chart reviewed by key stakeholders. Make sure all positions are correctly positioned and that the hierarchical relationships reflect the reality of your organization.

Don't hesitate to use specialized software to make the formatting easier. Most modern tools allow for rapid changes and offer pre-designed templates suitable for different company structures.

Frequency of updates

An organizational chart is only valuable if it accurately represents the current organizational structure of the company. That's why it's essential to update it regularly, especially when major changes occur. For example, the arrival of a new employee, an internal move or the creation of a position all warrant an update. These adjustments keep the organizational chart relevant and useful for all organization members, by clarifying relationships and detailing the chain of command and responsibilities.

To simplify this task, it may be wise to opt for a digital format. Modern tools, often integrated into creation platforms of HR software, offer practical features like automatic updating from the employee directory. These organizational chart templates make it possible to visualize the structure in real-time and customize the presentation according to your needs. For example, a circular organizational chart, a matrix organizational chart or a structural organizational chart can be used to clarify responsibilities and simplify the structure.

This guarantees not only time savings, but also better accessibility for employees. Organizational charts can be shared via a company website or integrated into a creation tab. In summary, maintaining an up-to-date organizational chart is an ongoing effort, but it's a valuable investment for effective internal communication, clear schematic representation, and optimized work organization. Key steps include determining the structure, defining the objective, assigning tasks, and regularly consulting updates.

Finally, an organizational chart is more than just a SmartArt graphic or a static representation: it's a group view that illustrates organizational division and helps better understand roles and relationships within the company.

Types of Organizational Charts

Companies can choose from several organizational chart models, each reflecting a different approach to hierarchical organization. These models, such as the horizontal organizational chart, the star-shaped organizational chart or the clover organizational chart, allow for representing organizational structure and facilitating understanding of relationships between different hierarchical levels. The choice of organizational chart type, whether used for a matrix organization or hierarchical one, generally depends on the company's size, culture and strategic objectives. For example, a matrix structure may require a more complex structure graphic, incorporating cross-functional relationships.

To create an organizational chart, it's important to follow key steps for your company:

  1. Step 1: Identify the structure overall.
  2. Step 2: Define the objective of the organizational chart.
  3. Step 3: Segment departments based on responsibilities.
  4. Step 4: Assign specific tasks to each role.
  5. Step 5: Create a model using a dedicated tool.
  6. Step 6: Update regularly to reflect organizational changes.
  7. Step 7: Share the organizational chart through a creation platform allowing real-time modifications.
  8. Step 8: Consult the organizational chart to guide decision-making.

A tool for internal communication like a functional organizational chart also serves to provide a clear view of roles and responsibilities within the workforce. This can be essential for an agency, a company is a tool, or any organization seeking to facilitate understanding of its hierarchical structures. By creating an organizational chart model that describes hierarchical levels, you can also determine the chain of command and assign tasks with clarity.

Finally, the benefits of a functional organizational chart include the ability to represent the structure, know specific roles, and illustrate the presentation of relationships between departments. The use of a modern creation platform allows you to share an organizational chart, access resources, and modify in real-time, while emphasizing organizational issues and matrix structure. A good organizational chart, whether designed from top to bottom or left to right, can transform organizational vision into a strategic tool for the future.

Hierarchical organizational chart

The hierarchical organizational chart is the most common model in companies. It presents the structure of the organization in a vertical manner, in the form of a pyramid, with leadership at the top. Each level represents a different hierarchical rung, which makes it possible to visualize clearly the relationships of authority. Its main advantage is its simplicity: each employee easily identifies their direct supervisor and their subordinates. This clarity in lines of communication facilitates decision-making and information transmission. However, this type of organizational chart can sometimes seem rigid and doesn't always reflect the informal interactions that exist between departments.

Matrix organizational chart

The matrix organizational chart represents a more complex structure where employees have two hierarchical supervisors. Concretely, an employee can report to both a department head and a project manager. This organization is particularly effective for companies managing multiple projects in parallel. It allows for better resource utilization and encourages sharing of expertise between teams. For example, a developer can work on different projects while remaining attached to their IT department.

However, this dual hierarchy can create delicate situations. Employees sometimes have to juggle conflicting priorities given by their two managers. To avoid these conflicts, companies like Philips or Boeing that use this model put in place project management tools and clear communication processes. Despite these challenges, the matrix organizational chart remains a relevant choice for organizations seeking more flexibility in their structure.

Functional organizational chart

The functional organizational chart divides the company according to its main functions. Marketing, finance, human resources, production... Each department is headed by a manager specialized in their field. This clear organization has several concrete advantages. Teams develop in-depth expertise in their field. Resources are used in an optimal way, which makes it possible to achieve economies of scale.

But watch out for warning signs. Communication between different departments can become complicated. Teams sometimes tend to work in silos, each focused on their own objectives. This fairly rigid structure can also slow down decision-making when multiple departments need to collaborate on the same project.

To avoid these pitfalls, many companies implement cross-functional communication processes and regular inter-departmental meetings. These practices help maintain the fluidity of exchanges while retaining the benefits of specialization.

How to Create an Effective Organizational Chart

Creating an organizational chart no longer requires spending hours with a pencil and an eraser. Today, many digital solutions make this task much easier.

To choose the right tool, focus on a few essential criteria:

  • A simple interface to learn
  • Sharing and collaboration options if you're working as a team
  • The ability to export in different formats
  • Compatibility with your existing HR tools

Among the most popular solutions, Lucidchart stands out for its ease of use and collaborative features. Its drag-and-drop interface allows you to quickly build professional organizational charts. The free version is sufficient for basic needs, while subscriptions starting at $7.50 per month unlock more advanced features.

For small structures or one-off needs, free tools like Draw.io or Canva work perfectly. Draw.io is particularly appreciated because it works directly in the browser, without needing to register. Canva offers many modern and customizable templates.

Large companies often turn to more robust solutions like Microsoft Visio or SmartDraw. These tools make it possible to create dynamic organizational charts that automatically update from HR data. Although more expensive, they offer advanced features like integration with enterprise systems and fine-grained access rights management.

For teams looking for a compromise between features and budget, Creately or EdrawMax are excellent alternatives. They offer reasonable rates (starting at $4 per month for Creately) while providing professional features like real-time collaboration and export in multiple formats.

Remember that most of these tools offer free trial periods. Don't hesitate to test them before making your final choice.

But once the tool is chosen and the organizational chart is created, how do you ensure it accurately reflects the company's structure and is truly useful?

Best Practices for Organizational Design

Un organigramme n'est pas qu'un simple schéma. C'est avant tout un outil de communication interne puissant qui aide à comprendre le fonctionnement d'une organisation. Il permet de visualiser rapidement qui fait quoi et qui rapporte à qui.

Pour être vraiment utile, un organigramme doit répondre à certains critères essentiels. La clarté est primordiale : chaque élément doit être facilement identifiable au premier coup d'œil. La concision aussi compte beaucoup - trop d'informations tuent l'information. Les employés doivent pouvoir s'y retrouver sans effort.

En pratique, un organigramme bien conçu apporte de nombreux avantages. Il améliore la communication interne en montrant clairement les canaux officiels. Les nouveaux employés s'en servent pour comprendre leur position dans l'entreprise. Les managers l'utilisent pour prendre des décisions stratégiques, notamment en matière de ressources humaines.

Mais attention aux limites. Un organigramme ne montre que la structure officielle de l'entreprise. Il ne capture pas les relations informelles qui se créent naturellement entre collègues. Ces liens, pourtant essentiels au bon fonctionnement quotidien, restent invisibles sur le papier.

Autre point important : un organigramme peut devenir obsolète très rapidement. Les départs, les promotions, les réorganisations... Tout cela impacte sa pertinence. Dans les entreprises avec beaucoup de mouvement de personnel, il faut être particulièrement vigilant à maintenir l'organigramme à jour.


Keeping Your Organizational Chart Current

Portrait of a man with short dark hair wearing a grey coat over a white shirt against a dark blue background.

Geoffrey Chapuis

Co-fondateur de Wobee
Geoffrey pilote la vision et la stratégie de Wobee pour transformer les intranets d'entreprise et les parcours RH. Passionné par l'expérience collaborateur et l'innovation technologique.

Améliorez votre expérience salarié avec Wobee !

Prendre rendez-vous !
Email Icon - Techflow X Webflow Template

Inscrivez-vous
à la newsletter

pour ne louper aucune de nos actus

Oups, quelque chose n'a pas fonctionné, veuillez ré-essayer !