The Org Chart – it comes in many forms, shapes, and sizes and is undoubtedly the most effective way of to get a snapshot of your organisation. Chances are that your business has one displayed proudly in your lobby, printed in an annual report, or uploaded on your intranet (where it silently assists new starters in matching names to faces. You’re welcome).
But apart from the occasional data refresh and shifting people and positions around, your chart templates don’t get a lot of love. This may be due to an assumption that improving your org chart takes a lot of tinkering. Now fret not, because these effective improvements are incredibly simple but will breathe new life into your reports right away.
Org charts are meant to simple and clutter free. But in some instances, we might feel like it needs every bit of non-sensitive information displayed. And while this may work for smaller teams of 10 to 15 members (I would actually recommend it), it’s not the best set-up for larger groups and organisations.
Profile panels. Consider displaying a maximum of three or four relevant fields in your charts. If you are sharing charts online, consider having a profile panel (pictured on the right of the below image) for anything else you might want to keep handy. This way, your chart is neat and allows you to display more records, but not at the expense of accessible information.
Pro-tip: Having charts for different purposes will optimise the use of a profile panel.
There is a very good chance that you have a few employees who share the same position or role title in your organisation. This is often the case when your organisation hires a high number of casuals and/or contractors. If this is the case, you’re probably going to want to include them in your org chart but you might be thinking you have to give up precious real estate to do this.
Grouping your records. Instead of fiddling with sizes and positions, what you could do is combine multiple employees into the one box. Setting this up is as simple as defining a common field, such as position title or employment type. This configurations works great if you’re trying to maximise your chart space, especially if you’re working with medium to larger teams.
Take a quick glance at the following chart and what do you notice?
What about here?
Go with the glow. Colours and other visual cues are a great way of delivering information without adding more fields into your charts. These cues can also include changes in box shapes, borders, or additional icons such as the above ones to appointed Occupational Health and Safety staff. A chart with vibrant visual cures can help viewers quickly spot trends, such as vacant positions or gender imbalance, which can drive further action and improvements.
A common challenge with visual cues is in the set up. Some users may find it overwhelming to set up the rules behind them, and then automating the entire process.
To assist you in exploring this simple step in more detail, Navigo will be hosting a lunchtime webinar on 15 March 2017. Our Workforce Visualisation Specialist Zack Sabry will be walking you through a live demo on how to set up conditional formatting for your org chart.