Free Organizational Chart Templates for Microsoft Excel

Smartsheet Contributor Kate Eby

April 25, 2018

An organization chart (also called an organizational chart or org chart) shows the roles and reporting relationships in an organization, such as a team, department, division, or an entire company. The chart can also be used for nonprofits, schools, clubs, sports teams, or any other group that has a multi-level structure. Below, you’ll find a variety of org chart templates in Microsoft Excel format that you can download and customize to fit your needs.

Hierarchical Organization Chart Template - Excel

 

Hierarchical Organizational Chart Template

Most org charts plot hierarchical organizations, which means they can also be hierarchical and show reporting relationships up the chain. Use this template to show the structure of a company, division, team, or other group, a view of who reports to whom, the title for each position, and the name of the person currently in each role.

Download Hierarchical Organization Chart Template - Excel

 

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Hierarchical Org Chart with Pictures Template - Excel

 

Hierarchical Organizational Chart Template with Pictures

This template is similar to the hierarchical organization chart template above, but you can also add an image for each person listed. Adding a picture to the chart is useful to help new employees become familiar with the people they see around the office and their roles.

Download Hierarchical Org Chart with Pictures Template - Excel

 

Matrix Org Chart Template - Excel

 

Organizational Chart Matrix Template

In matrix organizations, employees can report to more than one boss — therefore, they tend to be more fluid than hierarchical organizations because of changing reporting relationships. Typically, each individual contributor has a resource manager and a functional manager. The functional manager changes as a contributor moves from project to project throughout an organization. Use this template to keep track of the assignments if you work in a matrix structure.  

Download Matrix Org Chart Template - Excel

 

Horizontal Organization Chart Template - Excel

The horizontal chart is good for process-focused organizations. It shows the flow of work on a product or service as it moves from one person to the next. If your organization is based on linear processes, use this template to track how products or services are created, so that you can identify areas for improvement.

Download Horizontal Org Chart Template - Excel

 

Horizontal Org Chart Template with Pictures - Excel

 

Organizational Chart with Pictures Template

Horizontal org charts are useful for illustrating the flow of work from position to position in process-focused organizations. Similar to the horizontal org chart template for Excel listed above, this chart provides a space to add pictures of the employees working on the product or service.

Download Horizontal Org Chart Template with Pictures - Excel

 

Origin of the Organization Chart

In its modern form, the organization chart is attributed to engineer Daniel McCallum and artist George Holt Henshaw. Their chart illustrated the hierarchy of the New York and Erie railroad and showed both the positions and locations where each person worked.

In the first part of the 20th century, the name “organization chart” made its way into the English vocabulary, with its use peaking in the 1960s. However, the term continues to be in regular use, according to the Google ngram viewer.

 

Utility and Benefits of an Org Chart

Today, company staff can use org charts to determine who reports to whom, who fills a role, or who is responsible for a particular task or project. New employees may use an org chart to familiarize themselves with the structure of their team, department, or other parts of the company.

You can also use an org chart to help with planning projects (by showing the people available for deployment), estimating workload for teams, as a roadmap for growth (by identifying where you can create new positions), or to help find and map inefficiencies in a workplace (by illustrating areas of redundancy).

What Org Charts Can’t Do

While org charts are handy tools to answer certain questions, they don’t do everything. You can’t suss the following information out of an org chart:

  • Budget-related information
  • Operational details
  • The complexity of interoffice relationships
  • Any informal communication channels

Also, if temporary employees and contractors have a high rate of turnover, keeping track of them requires frequent updates.

 

How to Create an Org Chart

The SmartArt feature in Excel has some basic formats that allow you to create simple org charts. However, depending on your preference, you can also create an org chart in Microsoft Word, Visio, LucidChart, and other programs. Visit our article to learn how to create an org chart and what should be included.

 

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