Common Pitfalls When Creating Organizational Charts

An organizational chart is more than a diagram, it’s a powerful tool for communication, alignment, and planning. But many businesses fall into avoidable traps when creating their org charts. Let’s explore the most common pitfalls and how to avoid them with the right org chart software.

1. Overcomplicating the Chart

Trying to display every detail such as job duties, current project, location, can make charts difficult to read and obscure important information.

Solution: Keep it simple. Focus on the information you need frequently and quick access to contact details.

2. Outdated Information

An org chart is only useful if it’s current. Static charts quickly become obsolete as people leave or roles shift.

Solution: Use software, such as TeamOrgChart that automatically syncs to your data source (such as Microsoft Entra ID) in real-time.

3. Ignoring Non-Traditional Structures

Companies that use cross-functional teams, such as tiger teams, often leave them out, creating confusion.

Solution: Highlight dotted-line relationships and project teams in your chart, even if they are temporary.

4. Neglecting Employee Input

Creating org charts without an employee perspective often leads to important dynamics being missed.

Solution: Gather feedback to ensure accuracy and usability, find out what information matter most to your employees.

5. Poor Accessibility

Charts stored in PDFs or static documents are hard to access and update meaning you don't get the full benefits.

Solution: Choose org chart software that integrated with your existing workflow, enabling you to easily view and edit your org chart from where you already work (such as Microsoft Teams and SharePoint).

Conclusion

Avoiding these pitfalls ensures your org chart becomes an important point of reference to assist onboarding, collaboration and planning for the future. The right software makes it simple to maintain clarity and keep everyone on the same page.