How can we help?

Audiences and Organization Charts
Org Charts in ChangePlan

Org Charts in ChangePlan

Organizational charts (org charts) are a crucial tool for visualizing the structure and hierarchy of an organization. In ChangePlan, org charts play a vital role in linking teams, groups, and individuals to change initiatives, enabling efficient management and planning. This guide explains how ChangePlan accommodates org charts, how to navigate them, and how they integrate into your change management workflow.

What are Org Charts?

Org charts are typically arranged in a hierarchical structure, representing relationships and authority levels within an organization. The highest authority is displayed at the top, with progressively lower levels beneath.
notion image
In ChangePlan:
  • Org charts can accommodate up to 10 levels, but we recommend limiting to 5-6 levels for simplicity and clarity.
  • Org charts are displayed in a table format with expandable and collapsible rows, making navigation user-friendly.
 
 
notion image

How ChangePlan Displays Org Charts

ChangePlan optimizes org charts for ease of use by displaying them as a table with expandable/collapsible rows. This format enables users to view hierarchical levels clearly and interact with the data intuitively.
  • Parent Groups: Represent top-level categories or departments.
  • Child Groups: Sub-groups nested under parent groups, representing more specific divisions.
notion image

Navigating Org Charts in ChangePlan

  1. Expand/Collapse Groups
      • Use the arrows next to parent groups to expand and view child groups.
      • Collapsed rows hide child groups, making it easier to focus on high-level views.
notion image

Here’s how it looks in ChangePlan:

  • Level 1 Groups: Represent top-level divisions.
notion image
  • Level 2 Groups: Click the arrow next to a Level 1 group to reveal its child groups.
notion image
  • Level 3 Groups: Continue expanding rows to drill down into deeper levels.
notion image

Org Chart Selection Logic:

  1. Smarter Group Selections
      • Parent Groups: Selecting a parent group automatically includes all its child groups.
      • Partial Selections: A dash [-] indicates some, but not all, child groups are selected.
  1. Individual Row Logic
      • Individuals linked to a parent group are displayed in separate rows.
      • Users can:
        • Select specific individuals without including parent or child groups.
        • Add all child groups without automatically including individuals in the parent group.
  1. Improved Interface
      • Single-Click Actions: Select or deselect groups and individuals with ease.
      • Accordion Rows: Expand or collapse groups for better navigation.
      • Visual Feedback: Ticks and dashes instantly show selection status.

Related Articles

Exporting Org Charts

When exporting an org chart, ChangePlan organizes groups into a structured table with clear levels:
LEVEL 1
LEVEL 2
LEVEL 3
Finance
Accounting
Acc Payable
Finance
Accounting
Acc Receivables
Finance
Accounting
Compliance
Finance
Treasury
ㅤ
Marketing
Advertising
Billboards
Marketing
Advertising
Online
Marketing
P.R.
Social Media
Groups can also be represented as paths:
  1. Finance › Accounting › Acc Payable
  1. Marketing › Advertising › Online
  1. Marketing › P.R. › Social Media

Tips for Maximizing Org Chart Efficiency in ChangePlan

  1. Limit Hierarchical Levels: Aim for 5-6 levels to keep navigation intuitive and efficient.
  1. Verify Group Selections: Use partial selections and individual rows to ensure accurate audience targeting.
  1. Leverage Export Features: Export org charts for reporting or documentation purposes using the table or path view formats.
  1. Collaborate Effectively: Use the user-friendly display to align with stakeholders on impacted audiences and activities.
 
 
 
Help Center