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Audiences and Organization Charts
Updating an Existing Org Chart

Updating an Existing Org Chart

As your organization evolves, keeping your org chart updated is essential for ensuring accurate representation in ChangePlan. Follow this guide to seamlessly update your org chart while maintaining alignment with your individuals file.

Published on January 27, 2025

Step 1: Export and Review Your Current Org Chart

1. Export the Existing Org Chart

  • Go to Audiences > Org Chart
  • Click the Export button (upper right corner) to download the file.

2. Compare with the Updated Org Chart

  • Use Excel’s Conditional Formatting to highlight changes.
  • Identify added, renamed, or removed groups to maintain accuracy.

3. Identify Key Changes

  • New Levels/Groups: Ensure these exist before uploading individuals.
  • Renamed Groups: Update names in both the org chart and individuals file.
  • Deleted Groups: Reassign individuals or remove them if needed.
📌 Need to clean up your org chart before importing? Follow this guide:
🔗 Excel Preparation Guide for Org Chart Updates

Step 2: Import the Updated Org Chart

1. Access Org Chart Import

  • Go to Settings > Org Chart > Update Org Chart.

2. Upload the Updated File

  • Use the preview feature to check for errors.
  • The system will detect any missing, renamed, or outdated groups.

3. Resolve Any Issues

  • Transfer Groups: If existing groups need reallocation.
  • Delete Outdated Groups: If they are no longer needed.

4. Confirm and Validate

  • Once the import is successful, verify that the updated org chart reflects the correct structure.

FAQs and Troubleshooting

Why am I getting errors about duplicate org chart names?

🚨 ChangePlan does not allow org chart groups with the same name at different levels. ✅ Follow this guide to clean duplicates before uploading:
🔗 Excel Preparation Guide for Org Chart Updates

How do I make sure my org chart levels match the individuals file?

✅ Export your current org chart from ChangePlan.
✅ Ensure all org chart names match exactly in both files.
✅ If changes are needed, update the org chart first, then update the individuals file.

What happens to deleted groups in the import process?

  • Any org chart groups not included in the updated file will be removed.
  • Individuals in removed groups will not be deleted, but their org chart data will be reset.
  • Initiative data linked to removed groups will remain but lose group associations.

What if my organization is undergoing major structural changes?

If your organization is restructuring: ✅ Use Excel VLOOKUP to compare old vs. new org charts. ✅ Identify major differences before uploading to avoid mismatches. ✅ Allocate groups carefully during import to prevent misalignment.

Next Steps

After updating the org chart, update your individuals file:
🔗 Uploading and Updating Individuals in ChangePlan
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