Define the purpose of the organizational chart
Gather the names, titles, and roles of all employees
Identify reporting relationships and lines of authority
Group employees by department, team, or function
Determine the top leadership position
Place leadership roles at the top of the chart
Add direct reports under each manager
Show hierarchy from highest to lowest level
Include job titles for each position
Use consistent shapes and formatting
Connect positions with clear lines
Verify reporting relationships with department heads
Review the chart for accuracy and completeness
Update the chart when staffing or structure changes
Save and share the final chart with relevant stakeholders