Org chart template

Start from a ready-made organizational chart template and make it yours. No login, no upload — everything happens in your browser.

What you get with the template

  • Pre-structured levels and departments you can edit instantly.

  • Drag people between teams or into an Unassigned list while you decide.

  • Import your own staff list from Excel or CSV.

  • Export to PDF, PNG or PowerPoint when you are done.

Org chart template loaded in the dial369 designer

Four org chart templates to copy

Pick the one closest to your headcount and reporting style, then rebuild it in the designer in a few minutes. Every box name and role below is a suggestion, not a rule — rename anything that doesn't match the language your business uses.

Small business template

5 – 30 people

One owner or managing director at the top, and four functional boxes underneath. Most people in the business sit directly under a single manager, so there is no middle layer to maintain.

Level 1 — leadership

Managing Director

Level 2 — departments

Operations

  • Operations Manager
  • Team leads
  • Field or production staff

Sales & Marketing

  • Sales Manager
  • Account executives
  • Marketing coordinator

Finance & Admin

  • Finance Manager
  • Bookkeeper
  • Office administrator

People

  • HR Officer
  • Payroll administrator

Startup template

10 – 60 people

Founder-led, with a flat product and engineering core. Titles are deliberately light — squads and pods matter more than layers, so the chart shows who works together rather than a long chain of command.

Level 1 — leadership

CEO / Founder · CTO / Co-founder

Level 2 — departments

Engineering

  • Engineering Lead
  • Backend engineers
  • Frontend engineers
  • QA engineer

Product & Design

  • Head of Product
  • Product manager
  • Product designer

Growth

  • Head of Growth
  • Performance marketer
  • Content lead

Customer

  • Customer Success Lead
  • Support specialists

Operations

  • Finance & Ops Manager
  • People partner

Departmental template

30 – 250 people

The classic functional hierarchy: an executive band, a head of department for each function, and line managers beneath them. This is the structure most HR systems and job grades already assume.

Level 1 — leadership

CEO · COO · CFO · CIO

Level 2 — departments

Finance

  • Head of Finance
  • Financial Controller
  • Accounts payable team
  • Management accountants

Human Resources

  • HR Director
  • Talent Acquisition Manager
  • HR business partners
  • Payroll

Information Technology

  • IT Manager
  • Service desk lead
  • Infrastructure engineers
  • Applications team

Operations

  • Operations Director
  • Regional managers
  • Site supervisors

Sales

  • Sales Director
  • Key account managers
  • Inside sales team

Marketing

  • Marketing Manager
  • Brand and content
  • Digital marketing

Matrix and shared-services template

100+ people, or any business with dual reporting

Delivery units run down the page while support functions run across it. HR, Finance and IT business partners appear inside the teams they serve without being duplicated as separate people — this needs the shared-services layer on a Pro plan.

Level 1 — leadership

CEO · COO

Level 2 — departments

Division A

  • Division Head
  • Delivery managers
  • Project teams

Division B

  • Division Head
  • Delivery managers
  • Project teams

Shared Services — Finance

  • Finance business partners assigned across divisions

Shared Services — HR

  • HR business partners assigned across divisions

Shared Services — IT

  • Solution architects and support assigned across divisions

The spreadsheet template: three columns, nothing else

If your staff list already lives in Excel, the fastest route is the downloadable template. It deliberately asks for three columns only, because those three are all the chart needs to place a person correctly.

NameDepartmentLevel
Thandi MokoenaExecutive1
James FerreiraFinance2
Priya NaidooFinance2
Sipho DlaminiOperations2
Claire Bennett(blank → Unassigned)2
  • Name — the person's full name as you want it printed on the card.
  • Department — the box they belong in. Spell it identically on every row; each distinct spelling creates a separate box.
  • Level — the horizontal band. Use 1 for the executive layer and 2 for departments; the template restricts the column to valid values so typos can't slip through.
  • Leave Department blank and the person lands in the Unassigned list on the left, ready to be dragged onto the chart once you decide where they fit.

Download the template from the designer using the Template button — it is free and includes a How-to-use sheet. Uploading a completed staff list is a Pro feature.

Three ways to use the template

Start from the example

Open the template and replace the sample names and departments with your own.

Import your staff list

Download the Excel template, fill in your people and departments, then upload it.

Unlock Pro structure
Pro

Upgrade to add shared services, dotted-line reporting and embedded staff.

Frequently asked questions

Do I have to download a file to use the template?

No. The templates open directly in the designer in your browser, already populated with sample levels, departments and people that you overwrite with your own. A downloadable Excel template is also available if you prefer to type your staff list in a spreadsheet first.

What columns does the Excel org chart template use?

Three: Name, Department and Level. Name is the person's full name, Department is the box they belong in, and Level is the horizontal band of the chart — 1 for the executive layer, 2 for departments, and so on. Leave Department blank to send someone to the Unassigned list.

Can I change the departments in the template?

Yes. Every box name, person, job title and colour in the template is editable. Rename Finance to Commercial, delete a box you don't need, or add your own — the template is only a starting layout.

Which template should I pick?

Match it to your headcount. Under about 30 people, the small-business template is usually enough. Between 30 and 250, the departmental template gives you room for heads of department and line managers. Above that, or where people report to two bosses, use the matrix template.

Is the template free?

Yes. Opening and editing a template costs nothing and needs no login. The free plan covers 2 levels, 10 boxes and 50 people with one watermark-free download; larger charts, staff-list import and editable PowerPoint need a paid licence key.

Can I save a template as my own chart?

Yes. Save keeps your working copy in your browser, and Save As creates a new named copy so you can keep the original version of a chart intact while you experiment with a restructure.

Keep reading

Customize your org chart template now

No signup required. Open the template, edit the names, and export when you are ready.