Video summary

Cómo hacer un Organigramas Empresariales? (Ejemplos)

Main summary

Key takeaways

Business

Business purpose / why it matters

  • An organizational chart is presented as a key internal tool to avoid friction like:
    • Not knowing who to contact
    • Not knowing which department owns a request
  • It provides a clear, organized view of:
    • Company structure (areas/functions)
    • Hierarchical levels and authority relationships
    • Names of responsible people per department
  • Expected operational impact: helps everyone “do their job better” by improving clarity of ownership and communication.

Frameworks / types of organizational charts (playbook options)

  • Mixed organizational chart: combines two or more chart types to represent operations, processes, or teams (commonly a mix of vertical + horizontal structures).
  • Horizontal organizational chart: departments/teams operate autonomously with no hierarchical levels, but still coordinate and align to the company’s general objectives.
  • Functional organizational chart: structured by department functions, with leaders organized vertically and responsibilities/tasks mapped to each team.

Process to create an org chart (action steps)

  1. Gather necessary information
    • Identify departments/units/teams
    • Map lines of authority and responsibilities
    • Verify details via HR (if available) and/or the hiring manager
  2. Validate employee data
    • Ensure correct spelling of employee names
    • Confirm each person’s role, department, and (optionally) key activities
  3. Create a document/space for the chart
    • Choose the tool/format (example uses PowerPoint; also mentions Google Slides / PowerPoint)
    • Optionally use prebuilt templates (Hotspot templates referenced)
  4. Insert a structure graphic (SmartArt)
    • In PowerPoint: Insert → SmartArt → Hierarchy
    • Select the chart type matching the desired structure (functional/mixed/horizontal)
    • Add the required boxes for your org design
  5. Add manager/department details
    • Make it more than high-level: include managers and role clarity
    • Recommended enrichment fields:
      • employee photos
      • contact information / extensions
      • indicators of roles and responsibilities
  6. Review, update, and distribute
    • Verify accuracy and keep it up-to-date
    • When structure changes, the chart must be updated
    • Share so all employees have access, via:
      • company intranet
      • email
      • displays in common areas
      • presentations and informational meetings

Metrics / KPIs / targets

  • None stated explicitly in the subtitles (no revenue, CAC, churn, timelines, or numeric targets).

Concrete example / tool-based walkthrough

  • The video includes a hands-on example workflow in PowerPoint:
    • Use SmartArt Hierarchy
    • Choose functional chart option
    • Add boxes, then populate with manager/department information
  • Recommends using free Hotspot templates to build the org chart.

Notes on sources / presenters

  • No specific individual presenter(s) or company source(s) are named in the provided subtitles.

Original video