You already work with more than enough spreadsheets in your day-to-day activities. When it comes time to allocate budgets and plan out your workforce, why not make it easier on yourself (and maybe even a bit more exciting) by using some visual tools in the process?
Organisational charts have been utilised by businesses of all sizes for a very, very long time for showing basic hierarchies, so it’s understandably easy to forget that modern org charts can be a useful tool for more than just showing your company structure.
Here’s 4 use cases that org charts can really help out with:
Colour code your charts to show departments or personnel who are over their allocated budget. This allows you to see potential areas of concern at a glance, rather than having to manually create a report each time to determine over-budget areas.
Plan successors, work out who should go where during a restructure or simply see the effects on headcount and budgets at a glance. If you can visually see what will happen, you’ll be able to make more informed decisions.
View detailed budgets (including leave liabilities) side by side with other departments or compare to previous years. It’s much easier to understand where the key differences are when you can view the big picture.
Restructures will make many of your staff nervous – potentially, nervous enough to leave. Use org charts to communicate where they’ll fit in the new picture, avoiding stress and ensuring everyone knows where to find key personnel. Most org charting solutions will allow you to lock down certain parts of the information, such as salary or contact details, so you can choose exactly how much or how little information to provide to the team.
If you’d like a more detailed look at how to create these views using Planning@Work, you can book a free online demo.