Organizational Chart Toolkit

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Assure your organization schedules meetings and appointments for assigned administrator; prepares agenda items for meetings; maintains records, attends meetings and prepares minutes for distribution to appropriate personnel.

More Uses of the Organizational Chart Toolkit:

  • Assure your team performs administrative duties in support of Human Resources activities and operations.

  • Confirm your organization provides guidance to lower level support staff members for handling routine problems and issues.

  • Make sure that your design develops new training programs and initiatives in General management, in professional/supervisor skill based areas, and in organizational knowledge areas when relevant.

  • Assure your strategy coordinates communications and handles administrative matters; develops and implements efficient and effective office practices and procedures.

  • Establish that your team advises management officials on statutory, regulatory and contractual procedures relative to performance and conduct based actions.

  • Be certain that your design complies; process, sort, date stamp and distribute mail to appropriate staff in a timely and accurate manner.

  • Confirm your organization uses safe work practices and reports any hazardous conditions or unsafe acts at all times.

  • Ensure you are at a social event, and you are engaging with a really high level client.

  • Ensure your group complies; plans ahead for upcoming problems or opportunities and takes appropriate action.

  • Assure your strategy develops marketing and outreach materials for employers and clients in conjunction with supervisor and Resource Development Department.

  • Make sure that your planning prepares, analyze and distributes program reports, graphs, charts, and other program data.

  • Establish: work effectively in a high stress, changing environment with rapid deadlines.

  • Make sure that your strategy complies; conducts management, supervisory, leadership, and skill based training, and other relevant training programs.

  • Establish that your strategy participates in regularly scheduled meetings with department directors and associates.

  • Make sure that your enterprise maintains customer confidence and protects operations by keeping information confidential.

  • Make sure that your team develops and implements training that builds innovation capacity throughout your organization utilizing human centered design, lean methodologies, and a customer centric approach.

  • Supervise: general office management, new hire set up, office moves/changes, maintain Vendor Relationships for office equipment and supplies, and Invoice Processing.

  • Govern: of influence and Decision Making responsibility to consider issues of significant importance; requires continuing contact with officials at higher levels.

  • Confirm your planning maintains efficient tracking of all tasks and projects to ensure timely completion of all tasks and projects essential to the CFO office and your organization.

  • Establish that your business maintains records of compliance activities and reports compliance activities to the Compliance Office.

  • Make sure that your business organizes and prioritizes large volumes of information and calls; takes comprehensive messages and contacts appropriate parties for necessary information and response to issues.

  • Ensure you orchestrate; recommend methods for improving utilization of personnel, material and equipment.

  • Be certain that your team handles department inquiries and complaints from the public and other organization departments and outside departments; alerts appropriate staff for follow up.

  • Confirm your business serves as the primary contact for direction and management of assigned programs.

  • Supervise: external contacts typically are with customers and other parties on routine matters that relate to the professional or technical occupation that is being supported.

  • Provide supervisor and/or management feedback on staff performance, educational needs, and workflow status.

  • Establish and maintain cooperative relationships with staff, department, and the public, maintaining warm and professional relations and a Customer Service mindset.

  • Warrant that your design complies; plans, develop, analyzes, evaluates, advises on, and improves various management Control Systems, programs and policies, work methods and procedures.

  • Ensure you raise; respond to employee inquiries regarding benefits enrollment, time and attendance, and new hire paperwork.

  • Confirm your organization gathers, assemble, and formats data and leads in the preparation of preliminary analysis for budget preparation.


Save time, empower your teams and effectively upgrade your processes with access to this practical Organizational Chart Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Organizational Chart related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Organizational Chart specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Organizational Chart Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Organizational Chart improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How do you decide how much to remunerate an employee?

  2. Who will provide the final approval of Organizational Chart deliverables?

  3. Who will manage the integration of tools?

  4. How do you think the partners involved in Organizational Chart would have defined success?

  5. Implementation planning: is a pilot needed to test the changes before a full roll out occurs?

  6. How can the phases of Organizational Chart development be identified?

  7. Whose voice (department, ethnic group, women, older workers, etc) might you have missed hearing from in your company, and how might you amplify this voice to create positive momentum for your business?

  8. Will Organizational Chart deliverables need to be tested and, if so, by whom?

  9. What may be the consequences for the performance of an organization if all stakeholders are not consulted regarding Organizational Chart?

  10. Who is the main stakeholder, with ultimate responsibility for driving Organizational Chart forward?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Organizational Chart book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Organizational Chart self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Organizational Chart Self-Assessment and Scorecard you will develop a clear picture of which Organizational Chart areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Organizational Chart Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Organizational Chart projects with the 62 implementation resources:

  • 62 step-by-step Organizational Chart Project Management Form Templates covering over 1500 Organizational Chart project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Organizational Chart project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Organizational Chart project team have enough people to execute the Organizational Chart project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Organizational Chart project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Organizational Chart Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Organizational Chart Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Organizational Chart project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Organizational Chart project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Organizational Chart project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Organizational Chart project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Organizational Chart project with this in-depth Organizational Chart Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Organizational Chart projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Organizational Chart and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Organizational Chart investments work better.

This Organizational Chart All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.