Design / Free editable template

Org chart with open and shared roles and update rules template

Write down who reads the chart and what they need to find, then list each post and the one post it reports to. Draw it with solid arrows to each manager, show open roles as posts with no name and shared roles with a labelled dotted line, and add an "as at" date and a named owner who updates it.

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Org chart with open and shared roles and update rules example showing write down who reads the chart and what they need to find., list every post and the one post it reports to., check every box except the top one has exactly one solid line up.
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. What an org chart records

    Org charts go stale and hide who actually decides what.

  2. Decide what the chart is for

    Create an org chart that shows reporting lines and open roles clearly.

  3. Set the reporting structure

    The chart's readers decide which names appear. Build the chart from posts, each reporting to one other post. Open roles and dotted lines belong on the chart, with a key. An "as at" date and a named owner keep the chart current.

Questions about this template

Can I change the example content?

Yes. Every label, box and line is editable, so replace the fictional example with your own screens and notes.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

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