Guide

How to keep an org chart up to date

Keep one staff list as the single source, usually the HR spreadsheet or an export from your HR system, and rebuild the chart from it instead of editing boxes by hand. Name one owner, update on a fixed rhythm and after every reorganisation, and put the date on every printed or shared copy.

Why org charts go out of date

Most org charts are correct on the day they are made. Then someone joins, a team lead moves, a position opens, and nobody feels responsible for the drawing. A few months later people stop trusting it, and an untrusted chart is worse than none, because new starters and partners still read it.

The cause is rarely laziness. It is that the chart is maintained separately from the information it shows: HR updates the staff list, someone else owns the drawing, and the two drift apart.

Keep one source of truth

Decide that the staff list is the source and the chart is a view of it. In most organisations the list already exists: an HR spreadsheet, a payroll export or an export from the HR system with name, job title, department and manager. Changes go into the list first, never only into the chart.

This also settles disagreements. If the chart and the list differ, the list wins, and the chart is rebuilt from it.

Re-import instead of redrawing

In mivochart you import the newer list into the existing chart. People are matched by email address first and then by name. Before anything changes you see a summary such as “2 joined, 1 left, 1 moved”, with every change listed, so you can untick what you do not want and apply the rest. Empty cells never wipe out details you already added in the chart, and your layout and colours stay as they are.

There is no live connection to HR systems: the chart is updated when you import a newer export, which also means nothing changes behind your back.

Save named versions before big changes

Before a reorganisation, save a named version such as “Before restructuring, Q3”. You can compare two versions to see who joined, left or moved between them, and restore an older one if a plan is dropped. Versions are available when you are signed in: the free plan keeps 3 per chart, a Pass or Pro keeps 25.

Put a date on every copy

Printed charts and images on the intranet live much longer than anyone expects. A PDF exported from mivochart carries the chart title and the date in its footer. For images, put “as of” and the month in the chart title. When you publish a new version, replace the old files instead of adding new ones next to them.

Who owns it, and how often

Make one person responsible, usually in HR or the office of the managing director, and give them a simple routine:

  • Update at a fixed rhythm, monthly for growing teams and quarterly for stable ones.
  • Update immediately after every reorganisation, management change or new department.
  • Ask each manager once a quarter to check their own team.
  • Keep open positions in the chart until they are filled, so the chart shows the planned structure.
  • Replace every shared or printed copy with the new version, dated.

Set it up once in mivochart

The routine above takes a few minutes per update when the chart is built from your list.

  1. Import your current staff list (.xlsx or .csv) to create the chart, and save it as a named version.
  2. At each update, import the newer list into the same chart and review who joined, left or moved before applying.
  3. Export a dated PDF, or PNG or SVG for the intranet; share a view link, or embed the live chart. Charts up to 25 people are free.
Example org chart made in mivochart from a staff list

Frequently asked questions

How often should an org chart be updated?

At a fixed rhythm, monthly or quarterly depending on how fast you change, and straight after every reorganisation or management change.

Who should be responsible for the org chart?

One named person, usually in HR or the management office. Managers check their own teams, but one owner makes the changes and publishes the new version.

Can the org chart update itself from our HR system?

Not automatically. Export the employee list from the HR system and import it into the existing chart; the summary shows every change before you apply it.

How do I see what changed since the last version?

Save named versions and compare two of them, or read the re-import summary, which lists everyone who joined, left or moved.

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