How to Create an Org Chart in Word: A Step-by-Step Guide - Support Your Tech (2024)

Creating an org chart in Word might sound like a daunting task, but it’s actually quite simple. You’ll need to use the SmartArt feature in Microsoft Word, which offers a variety of hierarchical chart styles to choose from. You can then customize the chart by adding text, changing the layout, and formatting the design to suit your needs. After following these easy steps, you’ll have a professional-looking org chart ready to go.

Step by Step Tutorial: Creating an Org Chart in Word

Before we dive into the steps, it’s important to note that an org chart, or organizational chart, is a diagram that shows the structure of an organization and the relationships and relative ranks of its parts and positions. Let’s get started on how to create one in Word.

Step 1: Open a new Word document

Open Microsoft Word and create a new blank document.

Creating a new document is your starting point. Make sure you have a clear idea of the hierarchy you want to represent in your org chart before you begin.

Step 2: Insert a SmartArt Graphic

Go to the Insert tab, click on SmartArt, and choose the Hierarchy category.

SmartArt is a tool in Word that includes a variety of graphics perfect for creating org charts. The hierarchy category has several org chart layouts to choose from.

Step 3: Choose an Org Chart Layout

Select an org chart layout that suits your needs and click OK.

There are several styles of hierarchy layouts. Some include pictures, while others are purely text-based. Consider the amount of information you need to include when choosing your layout.

Step 4: Add Text to the Org Chart

Click on the boxes within the SmartArt graphic to add text.

Each box represents a different position or department within your organization. Simply click and type to add the names and titles of individuals or departments.

Step 5: Customize the Org Chart

Customize your org chart by rearranging the boxes, changing colors, and adding effects.

You can click and drag boxes to rearrange the hierarchy, use the Design and Format tabs under SmartArt Tools to change colors and add effects, and ensure your org chart is clear and visually appealing.

Once you’ve completed these steps, you have a finished org chart ready to be used in presentations, reports, or to simply better understand the structure of your organization.

Tips for Creating an Org Chart in Word

• Keep the design simple and uncluttered to make the chart easy to read.
• Use consistent colors and fonts throughout the chart to maintain a professional look.
• If the org chart is large, consider breaking it down into smaller, more manageable sections.
• Double-check for any spelling errors or incorrect titles before finalizing the chart.
• Consider adding pictures to the chart for a more personalized touch, especially if the chart will be shared widely within the organization.

Frequently Asked Questions

What is the maximum number of levels I can have in my org chart in Word?

Word allows you to have multiple levels in your org chart, but for readability and simplicity, it’s best to keep it to a reasonable number. If you have a very large organization, consider breaking the chart into smaller sections.

Can I add pictures to my org chart in Word?

Yes, some SmartArt org chart layouts allow you to add pictures. Simply click the picture icon within the placeholder to insert an image.

How do I change the color of my org chart?

You can change the color of your org chart by selecting the Design tab under SmartArt Tools and choosing from the various color schemes available.

Can I make my org chart horizontal instead of vertical?

Yes, you can change the layout of your org chart to be horizontal by selecting the org chart, going to the Design tab under SmartArt Tools, and choosing one of the layout options.

How can I save my org chart for future editing?

You can save your org chart by saving your Word document. It’s always a good idea to keep a backup copy in case you need to make changes later.

Summary

1. Open a new Word document.
2. Insert a SmartArt Graphic.
3. Choose an org chart layout.
4. Add text to the org chart.
5. Customize the org chart.

Conclusion

Creating an organizational chart in Word is a valuable skill that can help bring clarity to the structure of your company or team. By visually mapping out the hierarchy, you create a resource that can be used for onboarding, planning, and communication. Remember to keep your chart simple, consistent, and accurate to ensure it serves its purpose effectively. And don’t forget, you can always tweak and update your org chart as your organization grows and changes. So, why not give it a try and see how a well-constructed org chart can improve the flow of information within your team or organization?

Matt Jacobs

Matt Jacobs has been working as an IT consultant for small businesses since receiving his Master’s degree in 2003. While he still does some consulting work, his primary focus now is on creating technology support content for SupportYourTech.com.

His work can be found on many websites and focuses on topics such as Microsoft Office, Apple devices, Android devices, Photoshop, and more.