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What are the steps to creating an Organizational Chart?

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There are many software programs available to purchase that will assist you in creating organizational charts. You can do an independent search and make a selection based on the information you have collected or there are also companies that will meet with you and give you a presentation of their particular software with a description of what that software will do. Below are the instructions for creating a basic organizational chart. It requires no special program and you can make it as simple or as complicated as you choose. It is designed to give a simplified overview of what is involved in an organizational chart.

Begin with yourself.
Draw a box and enter your name, your title and your department.
Draw a box above yours for your direct supervisor. Enter name, title, and department.
Draw a row of boxes below yours for all the people who report to you. Enter name and title for all of them.
Draw a solid vertical line from the top of your box to the bottom of your boss's box.
Draw a horizontal line in between your box and those of the people who report to you.
Draw a vertical line from the bottom of your box to the horizontal line.
Draw a vertical line from the top of each of your subordinate's box up to the horizontal line.
If you wish, draw similar boxes and line for any people who report to your subordinates.

Charting Tips:

You can draw this chart on paper, use organizational chart software or any drawing software.
Boxes are usually drawn bigger for upper level management, same size for peers and smaller boxes for subordinates.
If you have an opening in your organization, draw a box for that person. Show their name as TBH (to be hired) or TBD (to be determined) and the title for that position.
For people who report to you for direction, but report primarily to someone else, use a dashed line rather than a solid line to connect their box to yours.

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