PowerPoint - Create an org chart Tutorial

In this video, you will learn how to create an org chart using Microsoft 365. The video covers the steps to create an org chart using the SmartArt feature in PowerPoint.
It explains how to choose a suitable org chart layout, fill in the chart using the text pane, and add shapes and content.
The video also demonstrates how to use SmartArt tools to enhance the chart design with different styles and colors.
Creating an org chart can help you present the new structure of your company in a clear and bold way.
This tutorial will provide you with the necessary skills to create an org chart using Microsoft 365.

3:09
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Available in Microsoft365

Objectifs :

This document aims to guide users in creating an organizational chart using SmartArt in PowerPoint, detailing the steps, tools, and design options available for effective presentation of a company's new structure.

Chapitres :

Introduction to Organizational Charts
Organizational charts are essential tools for visually representing a company's structure, especially after a major reorganization. This guide will walk you through the process of creating a clear and bold org chart using PowerPoint's SmartArt feature.
Starting with SmartArt
To create an organizational chart, begin by navigating to the Insert tab in PowerPoint. Here, you will find the SmartArt option. Within SmartArt, look for the Hierarchy category, which contains various org chart layouts. Select a layout that includes 'Organization Chart' in its title.
Creating the Chart
Once you select a chart type, a preview and description will appear. Click OK to open the new chart, which will display a few shapes and a text pane on the side. The text pane provides an outline format for filling in the chart. For instance, typing in the text pane will automatically fill in the top shape of the chart. Each level in the outline corresponds to the next level in the chart.
Adding and Structuring Content
To add a new bullet point in the text pane, press Enter, which will create a new shape in the chart. You can also type directly into the chart. To add a person who reports to a specific individual, select the corresponding shape, click the arrow next to 'Add Shape,' and choose 'Add Shape Below.' This functionality allows you to structure the chart according to your preferences.
Enhancing the Chart Design
SmartArt tools offer various style options to enhance your chart's design. You can close the text pane temporarily by clicking on it. To improve the visual appeal, utilize SmartArt styles to add different colors, gradient shading, and bevels. The 'Change Colors' gallery allows you to apply a color style, and you can experiment with different themes in the themes gallery under the Design tab.
Conclusion
Creating an organizational chart in PowerPoint using SmartArt is a straightforward process that allows for customization and clarity. By following the steps outlined in this guide, you can effectively present your company's new structure, making it easier for stakeholders to understand the changes.

FAQ :

What is an organizational chart?

An organizational chart is a visual representation of the structure of an organization, illustrating the relationships and hierarchy among its members.

How do I create an org chart in PowerPoint?

To create an org chart in PowerPoint, go to the Insert tab, select SmartArt, choose the Hierarchy category, and pick an Organization chart layout. You can then fill in the chart using the text pane.

What are SmartArt tools?

SmartArt tools are features in Microsoft Office that allow users to customize SmartArt graphics, including layout adjustments, style changes, and color applications.

Can I add shapes directly in the org chart?

Yes, you can add shapes directly in the org chart by selecting a shape and using the SmartArt tools to add new shapes or by typing in the text pane.

What is the purpose of the text pane in SmartArt?

The text pane in SmartArt provides an outline format for entering text that corresponds to the shapes in the SmartArt graphic, making it easier to build and organize the chart.

How can I enhance the design of my org chart?

You can enhance the design of your org chart by using SmartArt styles, applying different colors from the Change Colors gallery, and selecting themes from the Themes gallery.

Quelques cas d'usages :

Corporate Restructuring

When a company undergoes a major reorganization, creating a clear org chart helps employees understand the new structure and reporting lines, facilitating smoother transitions and communication.

Onboarding New Employees

An org chart can be used during the onboarding process to introduce new hires to the company's structure, helping them identify key contacts and understand their place within the organization.

Project Management

In project management, an org chart can clarify team roles and responsibilities, ensuring that all team members understand their tasks and who they report to, which can improve project efficiency.

Departmental Presentations

Departments can use org charts in presentations to showcase their structure and key personnel, making it easier for stakeholders to understand the team's organization and function.

Performance Reviews

During performance reviews, managers can refer to the org chart to discuss an employee's role within the team and how it aligns with the overall organizational goals, providing context for feedback.

Glossaire :

Org Chart

An organizational chart (org chart) is a visual representation of the structure of an organization, showing the relationships and relative ranks of its parts and positions/jobs.

SmartArt

SmartArt is a feature in Microsoft Office applications that allows users to create diagrams and graphics to visually represent information.

Hierarchy

In the context of org charts, hierarchy refers to the arrangement of individuals within an organization according to their authority and responsibilities.

Text Pane

The text pane in SmartArt provides an outline format for entering text that corresponds to the shapes in the SmartArt graphic.

SmartArt Tools

SmartArt tools are a set of features in Microsoft Office that allow users to customize and enhance SmartArt graphics, including options for layout, style, and color.

Change Colors Gallery

A feature in SmartArt that allows users to apply different color styles to their SmartArt graphics, enhancing visual appeal.

Themes Gallery

A collection of pre-designed themes in Microsoft Office that can be applied to documents, including SmartArt, to ensure consistent design and style.

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present the new structure in a clear bold org chart.

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You've seen org charts done in PowerPoint and you wonder

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about the best method for creating one and the right tools to use.

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The place to start is the Insert tab and SmartArt,

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in SmartArt, you'll find a category called Hierarchy

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which has several org chart layouts.

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Look for one that has Organization chart in the title.

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When you click a chart type you see a preview of it and a description.

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Pick a layout that is suitable and click OK,

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the new chart opens with a few shapes and a text pane displayed on the side.

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The text pane gives you an outline format for filling in the chart.

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For example when I type in the top bullet,

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I also fill in the top shape in the chart.

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Each level in the outline fills in the next level of the chart,

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here's the assistant

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and the first name in the first subordinate row.

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When I press Enter to add a new bullet, I add a new shape to the chart.

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So, the text pane enables me to both add text and build the chart.

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Of course, I can type directly in the chart too

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and use SmartArt tools to help build the chart,

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these appear whenever the chart is selected.

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For example, to add a person who reports to Naomi Sharp,

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I'd select that shape in the Nchart,

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click the arrow next to Add shape and click Add shape below.

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Both the SmartArt tools and text pane help you structure

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the chart and add content according to your preferences.

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The Smart Art tools additionally give you style options,

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I'll click Text pane to close the pane for now.

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Use SmartArt styles to enhance the chart design,

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adding different coloration, gradient shading and bevels.

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With the Change colors gallery, apply a color style.

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Try other colors in the theme

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or a style that varies the colors for each chart level.

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Also, you might want to click

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Design and try different themes in the themes gallery,

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then go back to the Design tab under SmartArt tools

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and work some more with the color styles.

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