Creating an organizational chart, or org chart, in Microsoft Word might sound like a daunting task, but it’s actually pretty straightforward. You’ll use Word’s built-in SmartArt tools to map out the hierarchy of your organization. In just a few steps, you’ll have a polished chart that clearly defines roles and relationships within your team. Let’s dive into the specifics.
How to Make an Org Chart in Word
In this section, you’ll learn how to create a simple and effective org chart in Word. We’ll guide you through each step, ensuring you know exactly what to do to achieve a professional-looking chart.
Step 1: Open Microsoft Word and Start a New Document
First, you need to open Microsoft Word and create a new blank document.
This is your clean slate where you’ll build your org chart from scratch. It’s always good to start with a fresh document to avoid any formatting issues.
Step 2: Go to the ‘Insert’ Tab
Once your new document is open, click on the ‘Insert’ tab at the top of the screen.
The ‘Insert’ tab is your gateway to adding different elements to your document, including SmartArt graphics, which you’ll use to create your org chart.
Step 3: Select ‘SmartArt’
In the ‘Insert’ tab, find and click on the ‘SmartArt’ button.
SmartArt is a powerful feature in Word that allows you to add a variety of graphic organizers, including organizational charts. It’s located in the Illustrations group.
Step 4: Choose ‘Hierarchy’
After clicking on ‘SmartArt,’ a new window will pop up. From there, select ‘Hierarchy’ from the list on the left.
The ‘Hierarchy’ category contains different styles of org charts. Choose the one that best fits your needs. The basic hierarchy is usually a good starting point.
Step 5: Add Text to Your Org Chart
Click on the text boxes within the SmartArt graphic to add names, roles, and other relevant information.
Each text box represents a position in your organization. Click inside to type and format the text as needed. You can also add shapes to include more positions or remove shapes to simplify the chart.
Step 6: Customize Your Org Chart
Use the ‘Design’ and ‘Format’ tabs that appear to customize the colors, fonts, and layout of your org chart.
These tabs give you the tools to make your org chart look exactly how you want. Play around with different styles to see what works best for your organization.
After completing these steps, your org chart will visually represent your organization’s structure, making it easier for everyone to understand roles and responsibilities.
Tips for Making an Org Chart in Word
- Keep It Simple: Don’t overload your chart with too much information. Stick to names and titles to keep it clean and readable.
- Use Consistent Formatting: Ensure all text is the same size and style for a professional look.
- Group Similar Roles: This helps in quickly identifying different departments or teams within the organization.
- Update Regularly: Keep your org chart up-to-date to reflect any changes in staff or structure.
- Utilize Color Coding: Different colors can help differentiate between departments or levels of hierarchy.
Frequently Asked Questions
How do I add more boxes to my org chart?
Click on an existing box, then use the ‘Add Shape’ button in the Design tab to add more boxes above, below, or beside the selected box.
Can I change the layout of my org chart after creating it?
Yes, you can easily change the layout by selecting the SmartArt graphic and choosing a different layout from the Design tab.
How do I delete a box from my org chart?
Simply click on the box you want to remove and press the Delete key on your keyboard.
Can I add pictures to my org chart?
Yes, you can insert pictures into the text boxes by clicking on the picture icon within the box or using the ‘Insert Picture’ option in the Format tab.
Is it possible to save my org chart as a template?
While you can’t save it as a standalone template, you can copy and paste the SmartArt graphic into other Word documents to reuse your org chart.
Summary
- Open Microsoft Word and start a new document.
- Go to the ‘Insert’ tab.
- Select ‘SmartArt.’
- Choose ‘Hierarchy.’
- Add text to your org chart.
- Customize your org chart.
Conclusion
Creating an org chart in Word doesn’t have to be a headache. With just a few clicks using Word’s SmartArt tools, you can create a professional and clear organizational chart that helps everyone understand their roles and the structure of the organization.
Remember to keep it simple and update it regularly. With these tips and steps, you’re well on your way to mastering the art of creating org charts.
For more in-depth tutorials and advanced tips, consider exploring Microsoft’s official guides or other resources online. Happy charting!
Kermit Matthews is a freelance writer based in Philadelphia, Pennsylvania with more than a decade of experience writing technology guides. He has a Bachelor’s and Master’s degree in Computer Science and has spent much of his professional career in IT management.
He specializes in writing content about iPhones, Android devices, Microsoft Office, and many other popular applications and devices.