Project Organizational Chart Template
Use the Project Organizational Chart Template to structure the personnel on your upcoming project.
About the project organizational chart template
Using a Project Organizational Chart Template, business owners and project managers can visualize all the personnel involved in an upcoming project. They can see what each person’s role is, the hierarchy of personnel, and the chain of command.
What is project organization?
Project organization provides the structure for how you plan to execute a project. It outlines all the roles and responsibilities, processes, and technology. The precise approach depends on several factors, including project complexity, resources, and capacity.
What is a project organizational chart?
A project organizational chart is a visual representation of who is on your project team. It documents the project’s organizational structure, the hierarchical relationship between team members, and the role each person plays. Project organizational charts clarify who does what, secure buy-ins, and set expectations for the group.
What are the 4 types of organizational charts?
There are four main types of project organizational charts:
Functional top-down organizational chart. This chart structure reflects a traditional business structure. You’ll have high-level management at the top (CEOs, CFOs, etc.), followed by senior management, middle management, etc. The structure is often divided into departments such as IT, HR, sales, and marketing.
Flat organizational chart. Unlike the functional top-down chart, a flat chart doesn’t show as many levels. It shows few to no levels between executives and other employees. The flat structure is often used to empower self-management and is mostly used by smaller businesses.
Divisional organizational chart. This chart is broken down by product line. For example, in a clothing retail company, the chart would be broken down by type of clothing.
Matrix organizational chart. The matrix organizational chart encourages cross-functional collaboration. It divides employees into teams by project or product lead while also reporting to a functional manager.
Why should you use a project organizational chart template?
When you’re embarking on a long and complex project, you’ll inevitably hit roadblocks. Your project organizational chart can help you overcome those challenges. Let’s look at this (and a few other benefits) in more detail.
Identify roadblocks. Use the chart to identify any project roadblocks before things get underway. That way, you can rectify problems before it’s too late. For example, laying out the chart might show that you need more salespeople involved in the project. Because things haven’t started yet, you have time to get more salespeople involved to ensure the project runs smoothly.
Clarify everyone's role in the project. A project organizational chart helps employees understand their role in the project. It shows them the reporting structure and who to communicate with if they need specific tools or resources.
Maximize the skills of all team members. Using a project organizational chart makes it clear which team members will be performing certain tasks. This means you can make sure that all tasks are being completed by team members with skills in those areas. For example, you can make sure that a marketing copywriter is writing new website copy.
Who should you include in your project organizational chart?
You should include anyone in the core team structure who’s working on the project, including:
1. The project manager.
2. The project sponsor.
3. Anyone working on tasks within the project (before, during, and after the project).
4. Any stakeholders who are a major (not occasional) part of the project.
How do you create a project organization chart?
Now that we know what a project organization chart is and why they’re helpful, let’s look at how to create one using Miro’s template.
Step 1 - Sign up for Miro and select this template. It’s free to sign up, and having a template ready to go will save you time. Our collaborative workspace is the perfect visual canvas to create and share your project organizational chart. And if you want to make any changes — our template is customizable. Add new text and images and change the structure to suit your project.
Step 2 - Identify the personnel who will be involved. Now, you can identify who will be involved in your project. For example, if you’re running an ad campaign, you’ll need people from the marketing team, sales, and finance.
Step 3 - Assemble a senior management team. Next, focus on your senior management team. These stakeholders should have an interest in the outcome, they should be invested in project success, and they should be committed to obtaining your expected outcomes.
You should aim to recruit the following:
A sponsor who owns the project.
A client who ensures the project is aligned with business needs.
An expert who dispenses advice.
Step 4 - Assign project coordinators. Coordinators will synchronize and integrate team activities. They’re responsible for ensuring everyone is on task and working toward the goal. Depending on the size and complexity of the project, you can have more than one project coordinator.
Step 5 - Develop the organizational chart. Review all roles and responsibilities for everyone involved in the project. You can then translate this information into your organizational chart. Be sure to identify primary decision-makers and their authority, links between roles, and major stakeholder groups. The organizational structure is often a flowchart with senior management at the top — but there are other formats. Take a look at the FAQs for more information. And if you’re finding it a bit overwhelming starting from scratch, take a look at Miro’s ready-made template.
How do you structure a project management team?
First, define your project objectives. You need to know what the overall goal is so that you can create a relevant project management team. Now, select the team members best suited to help you reach these objectives. You’ll then create the organizational structure based on the hierarchical relationships in the company and the project.
Do I need a template to get an organizational chart done?
It’s not vital, but using a template will likely save you time as you don’t have to start from scratch. And you’ll be consistent in the way you approach building org charts for projects across the business. Having all your project personnel laid out in a hierarchical chart makes it easier to visualize how the project will work. It’ll also bring any gaps to light so you can fill all the roles before the project goes live. For people involved in the project, seeing the chart allows them to see their role in the bigger picture. It also shows them who they need to report to and who they should turn to if they have questions or concerns.
What can you do with a project organizational chart?
When your project organizational chart is finished, you can put it to use in a variety of ways. It can help you with resource management, planning stakeholder communication, and allocating roles and responsibilities. It can also be the first step in creating a detailed organizational breakdown.