How to Make an Org Chart for Mac

• To make an org chart on a Mac, you’ll first need to pick a diagramming program.

• Many diagramming tools are PC-only, so make sure you double check that your tool is Mac compatible.

• For the purposes of this presentation, we will use Lucidchart as our tool.

• You can register for a free Lucidchart account at www.lucidchart.com/users/registerLevel

STEP 1: Pick a tool

• Starting with one department, list out the name and position of each person in your organization.

• You can use a basic list, a spreadsheet, or another method to make this first list; you may also already have such a list in place.

• If your organization is not a flat one, you should also list who each person reports to.

• Determine which additional fields you would like to include in your org chart, such as contact info.

STEP 2: Compile your content

• If you are making a traditional, hierarchical org chart, begin with the highest position at your company, e.g. the CEO.

• Turn on the org chart shape library in Lucidchart by clicking “More shapes” in the bottom of the editor.

• Select your preferred style of org chart from the panel on the left and drag it out onto the editor.

STEP 3: Draw lines and shapes

• In each cell, add information you want to include beyond name and position, such as a phone number, picture, or location.

• In Lucidchart, you can double click on a cell to add this information all at once.

STEP 3 CON’T: Draw lines and shapes

• If you’re using Lucidchart, you don’t need to start from scratch. You can upload a CSV with your company info and automatically generate a completed org chart.

• When using a CSV in Lucidchart, make sure you include name, employee, role, and supervisor.

STEP 3: Draw lines and shapes

• Try color coding by department or level of hierarchy—this will make your org chart easier to follow.

* If you’re using Lucidchart, try using the clean up feature found in the little gray box where you add employee details. This will help you make sure your org chart spacing is perfect.

STEP 4: Complete your chart

• Review each person in your org chart to make sure you have them reporting to the right person in the right department.

• Have a colleague review your org chart as well.

STEP 5: Review

• To get started on your org chart, sign up for a free Lucidchart account now!

Sign up for Lucidchart

For more information, check out our video on org charts for Mac…