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10 HR Strategies to Drive Organizational Success with Org Charts

May 23, 2023

8:33 PM

By OrgChart Team

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A man sitting at a desk, working on a laptop. The laptop is open to an orgchart software program.

Understanding the Role of Organizational Charts in Effective Management

Organizational charts (org charts) foster operational discipline as companies grow to ensure customer-centric efficiency and accountability. Org charts unveil a company’s structure, indicating names and titles within designated boxes interconnected by lines to represent the functional structure of a workplace. They serve as a roadmap to align human resources toward achieving the company’s strategic goals.

It’s commonly a designated task to create and maintain the company’s org chart, frequently updating it manually to reflect staffing changes. This responsibility often falls to someone in HR using Excel, PowerPoint, or Visio. The frequency of chart updates often demonstrates the pace of business change.

New technologies transform the org chart into a rapid modeling tool to support evolving business goals. These technologies enable org chart enrichment with financial and performance information, facilitating informed decision-making with minimal human intervention.

This article unveils how to enhance your business using org chart software to streamline workforce planning and produce charts that deliver the visibility, insights, and vision to drive business success.

1. Improve Insights with Data Integration

Typically, manually creating an org chart confines HR professionals to displaying only the name and title of each employee. When you move to an automated solution, you are only limited by the data you collect in your HR system. That can include salary, location, and performance metrics, to list just a few. Then view critical employee information at a glance. OrgChart Now can pull your existing data from various HR systems to display in an automated org chart.

Configuring your org chart to show certain metrics to specific audiences, for example, salary and location, can create a powerful visual presentation for benchmarking. Enhance your org chart by including key metrics and see how they make sense in the company structure.

Traditional, manual org chart creation often limits data to employee names and titles. Shifting to an automated solution like OrgChart lets you integrate a broader range of data from your HR system, including salary, location, and performance metrics. Configure your org chart to showcase specific metrics to target audiences to inform strategic benchmarking powerfully.

2. Interactive Organizational Charts: Talent Management, Visualized

Interactive org charts provide a unique lens to understand and navigate the complexities of your organization. OrgChart software offers interactive PDF and PowerPoint capabilities, creating a user-friendly experience that allows seamless navigation of large charts. Further enhance your org charts with company logos, legends, and tables in just a few clicks.

3. Futureproof Your Business: Scenario Planning with Org Charts

Planning for Headcount and Salary

Org charts can serve as a powerful tool for strategic foresight and planning. Use OrgChart not just to reflect the current state but also to visualize and model future organizational scenarios. Its intuitive drag-and-drop editing and dynamic calculation capabilities allow you to experiment with scenarios, helping you make informed decisions about crucial aspects such as salary distribution, the span of control, and departmental headcount.

4. Filling Talent Gaps: How Org Charts Facilitate Swift Backfilling

Identifying and filling open positions quickly and effectively is a priority for the HR department of any organization. Employees come and go constantly, not just with resignations but retirements, promotions, and relocations. Identify gaps in the organization in real-time, and develop a strategy for filling them immediately. Org chart software can help to manage the complex task of identifying and filling open positions. New functionality allows gaps in the organization to be easily highlighted and visualized:

  • Import entire lists of candidates into a staging area from a spreadsheet to visualize the options for filling an open position.
  • Display which metrics of potential candidates are essential: employee rating, salary, and years at the company.
  • Transport employees to different groups within the organization and slide them into different positions in the reporting structure.

You can rise to the challenge of finding open positions by quickly recognizing, monitoring, and planning workplace changes using an org chart.

OrgChart software simplifies the complex task of identifying and filling open positions. With its functionality, you can easily highlight and visualize organizational gaps.

5. Training and Development Strategies: The Power of Org Charts

Your org chart can serve as a strategic tool for planning employee development. Visualizing metrics like work experience and tenure allows you to identify employees who might be ready for upskilling or role transition. This strategic use of org charts can enhance job satisfaction, boost employee retention, and contribute to organizational resilience.

Highlighting Developer Skills in OrgChart

6. Bringing Personality to Your Org Chart: Benefits of Adding Employee Photos

Adding a personal touch to your org chart can strengthen connections within your organization. Including employee photos in your org chart can enhance recognition and foster a sense of belonging. This is particularly useful for new employees trying to familiarize themselves with the team and for HR staff conducting personnel searches.

Visualize Hybrid Schedule

7. Improve Org Chart Aesthetics for Enhanced Understanding

A visually appealing org chart can enhance comprehension and engagement. OrgChart allows you to customize your charts with a 3D background, color coding, and titles that reflect your company’s brand. An aesthetically pleasing and brand-aligned org chart can significantly improve the user experience.

8. Performance Analysis and Succession Planning with 9-Box Grid Integration

In today’s fluid employment market, it’s becoming more and more crucial to plan for movement in your organization. Simply reacting to your key personnel leaving or being promoted is costly and inefficient. Forward-thinking organizations can’t wait until key personnel leave due to retirement, transfer, or resignation to have a plan to replace them. Succession planning can help identify organizational groups that could use support by providing skills training and management opportunities to potential successors.

Key metrics you want to consider for a solid succession plan include number of positions to be flled by succession candidates, years in the position, flight risk, and skills.

The built-in 9-box support in OrgChart allows an easy snapshot of performance across your organization. This visual display of employee performance is commonly used for succession planning, assessing employees based on their current performance and future potential.

9-Box Org Chart with Promotability

9. Secure the Future with Effective Succession Planning

In today’s fluid employment market, it’s becoming more and more crucial to plan for movement in your organization. Simply reacting to key personnel leaving or being promoted is costly and inefficient. Forward-thinking organizations can’t wait until departures due to retirement, transfer, or resignation to have a plan to replace critical employees. Succession planning can help identify organizational groups that could use support by providing skills training and management opportunities to potential successors.

Promotability with Backfill in OrgChart

Key metrics you want to consider for a solid succession plan include the number of positions to be filled by succession candidates, years in the position, flight risk, and skills.

Org charts can help you in this often-complex task by pulling key metrics direct from your HRIS or other data sources and presenting them in a visual snapshot, making it easy to make informed judgments and identify points of weakness. Further, with simple drag-and-drop functionality, the data can be manipulated to test how different organizational scenarios would play out.

Analyzing skill and performance metrics visually in an org chart can help find employees who may eventually be called upon to replace critical members or identify groups where management potential needs reinforcing. OrgChart aids in this task by providing a visual snapshot of key metrics from your HRIS or other data sources. This visible data representation allows for straightforward interpretation and informed decision-making.

10. Promoting Internal Communication: Sharing Your Org Chart on the Intranet

You’ve gone through the trouble of maintaining a helpful org chart but can you share it on-demand as an email attachment or static image? Sharing your org chart internally can boost communication and collaboration. Use the cloud to your advantage and make your chart more accessible to stakeholders. OrgChart’s software allows you to embed dynamic charts in company websites or portals like SharePoint. Save time responding to requests for an updated chart by creating a real-time view of your organization, available at any time on your website or internal portal.

Have sensitive information, like salary, you don’t want to be shared? Lock those parameters down user permissions and get the correct information to the appropriate people in your organization without creating multiple versions. Now that you’ve supercharged your org chart give it maximum exposure.

Reimagine Workforce Management with OrgChart

The value of your organizational charts shouldn’t be lost in the work it takes to create them. OrgChart delivers a comprehensive solution that empowers HR professionals to take control of their organizational data, visualize the present state of the workforce, and project future scenarios to align human resources with company goals strategically. It’s about optimizing your workforce, driving business conversations, and unlocking the true potential of your organizational chart.

With OrgChart, you can:

  • Visualize and manage your entire organization’s structure in one place, tracking the metrics that matter the most.
  • Model potential changes to your organization, set goals, track progress, and align your structure with strategic objectives.
  • Create visually engaging and accurate representations of your organization’s hierarchy, embedding live charts into your intranet or SharePoint.
  • Leverage the power of custom formulas and data-driven presentations to highlight gaps, trends, and valuable insights.
  • Seamlessly invite stakeholders to collaborate on actionable workforce plans in real time.

OrgChart combines data visualization, strategic planning, and real-time collaboration, offering a dynamic, intuitive solution for managing your organization’s most valuable asset: its people.

Don’t settle for outdated methods. Bring your organizational structure into the digital age with OrgChart, where accuracy meets efficiency. No more manual updates, no more uncertainty about your workforce structure. OrgChart offers you the agility, insights, and control to supercharge your org chart and take your workforce planning to the next level.

Ready to unlock the full potential of your org chart? Don’t wait any longer. Take the next step in optimizing your organization’s efficiency and effectiveness — request a quote today.

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