Categories: Favorite Finds

The Ultimate Guide to Org Chart Template PPT: How to Create and Customize

Organizational charts are essential tools for visualizing the structure of a company, department, or team. Whether you’re preparing a presentation for stakeholders, onboarding new employees, or restructuring your organization, having a well-designed org chart template in PowerPoint (PPT) can save you time and effort. In this guide, we’ll explore everything you need to know about org chart templates in PPT, including how to find, customize, and use them effectively.First, let’s understand why org charts are so important. They provide a clear hierarchy of roles and responsibilities, helping employees understand reporting lines and improving communication. A well-designed org chart can also highlight gaps in the organizational structure or areas where efficiency can be improved.When searching for an org chart template PPT, you’ll find numerous options online. Here are some of the best sources to consider:

  • Microsoft Office Templates: PowerPoint itself offers built-in org chart templates.
  • SlideModel: A popular resource for professional PowerPoint templates.
  • Template.net: Offers a variety of free and premium org chart templates.
  • Canva: Provides user-friendly, design-forward templates.
  • Fiverr or Upwork: Hire a designer to create a custom template.

Once you’ve selected a template, the next step is customization. Here’s a step-by-step process to follow:

  1. Open the template in PowerPoint and review the existing structure.
  2. Delete any placeholder content that doesn’t apply to your organization.
  3. Add your company’s departments, teams, and positions.
  4. Customize colors and fonts to match your brand guidelines.
  5. Insert employee photos for a more personalized touch (optional).
  6. Add connectors and lines to show reporting relationships clearly.
  7. Include job titles and names in each box.

For those who need to create an org chart from scratch, PowerPoint offers SmartArt tools that make the process easier. Here’s how to use them:

  • Go to the Insert tab and select SmartArt.
  • Choose the Hierarchy category.
  • Select an org chart layout that fits your needs.
  • Add text to each shape by clicking on it and typing.
  • Use the SmartArt Design tab to add shapes or change the layout.


When designing your org chart, keep these best practices in mind:

  • Keep it simple and uncluttered – too much information can be overwhelming.
  • Use consistent formatting for similar roles or levels.
  • Ensure the chart is easy to read from a distance if presenting.
  • Update the chart regularly to reflect organizational changes.
  • Consider creating different versions for different audiences.

Advanced customization options can make your org chart stand out:

  1. Add department-specific color coding for quick visual reference.
  2. Incorporate your company logo into the design.
  3. Use icons to represent different types of roles (e.g., management vs. staff).
  4. Create interactive elements if presenting digitally.
  5. Add supplementary slides with details about each department.

For large organizations, consider these strategies:

  • Break down the chart by department or business unit.
  • Create a master chart with high-level positions only.
  • Use hyperlinks to connect to more detailed department charts.
  • Consider creating separate charts for different locations if applicable.

Common mistakes to avoid when creating org charts in PowerPoint:

  • Making the chart too complex or detailed.
  • Using inconsistent formatting throughout.
  • Forgetting to include key positions or departments.
  • Not leaving room for future growth or changes.
  • Using font sizes that are too small to read.

Finally, here are some tips for presenting your org chart effectively:

  1. Introduce the chart with context about why it’s important.
  2. Zoom in on specific sections when discussing them.
  3. Have an updated version ready if changes occur.
  4. Be prepared to answer questions about reporting lines.
  5. Consider distributing a copy after the presentation.

With these guidelines and the right org chart template PPT, you’ll be able to create professional, effective organizational charts that serve your company’s needs. Remember that an org chart is a living document that should evolve with your organization, so plan to review and update it regularly.

Eric

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