Create your strategy using best in class templates and processes

Introducing the Strategic Planning Organizational Chart Excel Template—a comprehensive tool designed to map out your organizational structure across global functions, locations, and strategic roles.

How It Works:

Step 1: Data Input Start by filling out the 'Org Chart Data Input' sheet with personnel and role data. Each employee should have a unique ID, and the 'Reports To' ID will help build accurate reporting lines.

Step 2: Classification Use convenient dropdowns and flags to classify employees. Mark Site Leads and Improvement Leads with a 'Y' to easily identify and analyze key roles.

Step 3: Refresh Data Once updates are made, go to the 'Data' menu and select "Refresh All" or press Ctrl+Alt+F5 to ensure your data is up-to-date.

Step 4: Analyze Insights Explore the 'Role Summary Dashboard' to gain a clear view of leadership distribution, site responsibilities, and functional alignment. Assess insights by function, region, and role type.

Step 5: Drive Strategic Alignment Leverage the insights to guide your strategic alignment, enhance communication plans, and make informed resource allocation decisions.

Download the Strategic Planning Organizational Chart Excel Template today and take the first step in building a clear, effective organizational structure!