Reorganization planningPlus plan

Try the reorganization before you announce it

Work on a dedicated version of your org chart. Move people under new managers, see the new structure, and keep the chart everyone else sees exactly as it is.

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Moving a box to a new position in the org chart

How it works

Four steps from first idea to a draft you can share.

1

Create a version

From the File menu, create a new version or save the current one under a name. A version keeps the boxes, their placement, the sub-charts and your annotations.

2

Move people

Change a person’s reporting line in the Profile panel and reload the chart to see the new structure.

3

Review the result

Use sub-charts and filters to look at one area, or a few levels, at a time.

4

Share it

Export the result to PDF, PowerPoint, HTML or JPEG, depending on your plan.

Decide who sees each draft

Every saved version has its own minimum access level, so a draft restructuring is visible only to the people who should see it.

Your live chart stays untouched

Everyone else keeps working with the chart as it is, while you test the new structure on its own version.

Built for HR and organization teams

Whenever the structure is about to change, test it first.

Preparing a new teamMerging departmentsAdding a management layer

See it on your own org chart

Book a demo and see how a reorganization draft works.

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