How To Make A Bank Organizational Chart In Word

Did you know that by the year 2020, the annual revenue in the banking sector is expected to reach 250 billion dollars?

Whether it's a commercial bank or any other type of bank, having a clear and strong organizational structure is crucial to achieving success. Since banks offer different kinds of services and financial products to a wide variety of clients, they are divided into different business units or departments. Everyone, starting from the board of directors down to the staff, must have a clear knowledge of their role within the organization.

An organizational chart is a type of document that provides a clear visual structure of an organization. This is useful in the banking sector as it allows to graphically present the structure of the organization and relationships and ranking of positions or job. With this, bank employees would know whom they should talk to or report to. To create an organizational chart with ease using Word, follow the guide provided below.

1. Collect the essential Data

You must collect the essential data first before you can create a chart. This includes the different departments, names of positions or jobs, and the name of bank employees. Verify the correct spelling of names to avoid spelling errors.

2. Select a Structure

Organizational charts can be structured in a vertical or horizontal form. The vertical structure looks like a pyramid, the CEO is on top, and the rest will follow. The horizontal structure, on the other hand, has no middle management, meaning employees will only report to one management. What you select depends on the number of departments and positions you have.

3. Form the Org Chart

Create a new document in Microsoft Word. To form the chart, go to Insert Tab, then choose a shape. Commonly used shapes for organizational charts are rectangles, squares, and circles. Add a name or position inside a shape and repeat the process. Connect as you add a shape using a line or arrow, which is still found under the Insert Tab. Don't forget to input your bank's logo to promote branding. Also, save your document from time to time.

4. Use Color as your indicator

Organizational charts don't need any design. You just have to keep this simple and informative. Incorporating colors into your basic chart would make it look lively. At the same time, you can use this to indicate the different responsibilities and levels of authority. This way, your readers will understand the differences in authority and the responsibilities easily. Remember the rules, dark color for the font, and light color for the background.

5. Review and Print

Once you're finished, go over your work twice to look for errors and mistakes. Revise if needed. Present your finished work to the other members for them to review. If you've finalized everything, save your final document and print. Make sure you post your organizational chart in an area within the office that is easily accessible to people.

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