How to Create a Hierarchy Chart in Word

Creating a hierarchy chart in Microsoft Word can be an effective way to present information in a clear and organized manner. Whether you're outlining a project, illustrating a family tree, or displaying a corporate structure, a well-designed hierarchy chart can make complex data more accessible. Let's delve into the process of creating a hierarchy chart in Word, step by step.

How to Create the Organizational Chart You Know Your Business Needs | Process Street | Compliance Operations Platform
How to Create the Organizational Chart You Know Your Business Needs | Process Street | Compliance Operations Platform

Before we begin, ensure you have the latest version of Microsoft Word installed on your computer. The steps outlined here may vary slightly depending on the version you're using. We'll be using Microsoft Word 2019 for this guide.

a diagram with words and symbols on it
a diagram with words and symbols on it

Understanding Hierarchy Chart Types

Word offers several types of hierarchy charts to cater to different needs. The most common are Organization Chart, Hierarchy, and Relationship. Each has its unique layout and is suited to specific purposes:

a diagram showing the different types of sales and marketing items in an organization chart, which includes
a diagram showing the different types of sales and marketing items in an organization chart, which includes
  • Organization Chart: Ideal for displaying hierarchical structures like corporate departments, teams, or project teams.
  • Hierarchy: Suitable for showing a clear hierarchy, such as a product hierarchy, a family tree, or a list of goals.
  • Relationship: Useful for illustrating relationships between different entities, like a mind map or a decision tree.

For this guide, we'll focus on creating a hierarchy chart using the 'Hierarchy' type.

Company Hierarchy Chart | Templates at allbusinesstemplates.com
Company Hierarchy Chart | Templates at allbusinesstemplates.com

Creating a New Hierarchy Chart

To start, open a new or existing document in Microsoft Word. Click on the 'Insert' tab in the ribbon, then select 'SmartArt' from the 'Illustrations' group. In the drop-down menu, choose 'Hierarchy' to view the available layouts.

Select a layout that suits your needs. For this example, let's choose the 'Organization Chart' layout. Once selected, a text pane will appear on the right side of your screen, allowing you to add and edit your chart's content.

Hierarchy Chart Template
Hierarchy Chart Template

Adding and Formatting Chart Content

In the text pane, click on the first 'Text' placeholder and type your main heading. For instance, you might enter 'Our Company Structure'. Press 'Enter' to move to the next level. Here, you can add a subheading, such as 'Executive Team'. Continue adding levels and subheadings as needed.

To add more levels or branches, right-click on a shape and select 'Add Shape' from the context menu. You can also promote or demote levels using the 'Promote' and 'Demote' buttons in the 'SmartArt Tools' Design' tab. To change the look of your chart, use the various formatting options available in the 'SmartArt Tools' tabs.

a business organization diagram with the words, head supply and company names in blue letters
a business organization diagram with the words, head supply and company names in blue letters

Customizing Your Hierarchy Chart

Once you've added all the necessary information, you might want to customize your chart to make it more visually appealing or easier to understand. Here are a few ways to do that:

41 Organizational Chart Templates (Word, Excel, PowerPoint, PSD)
41 Organizational Chart Templates (Word, Excel, PowerPoint, PSD)
Free Organizational Chart Template
Free Organizational Chart Template
the structure of an organization chart
the structure of an organization chart
an advertisement for noble franks'emperor king grand duke
an advertisement for noble franks'emperor king grand duke
Flowchart schemes and hierarchy diagrams. Workflow chart vector elements Stock Vector | Adobe Stock
Flowchart schemes and hierarchy diagrams. Workflow chart vector elements Stock Vector | Adobe Stock
Business Organization Hierarchy | Business Hierarchy Structure
Business Organization Hierarchy | Business Hierarchy Structure
Free Org Chart Templates for Excel | Smartsheet
Free Org Chart Templates for Excel | Smartsheet
a circular organizational chart with people in it
a circular organizational chart with people in it
Creately - How To Design a Beautiful Organizational Chart | Hierarchy or HR Department Chart
Creately - How To Design a Beautiful Organizational Chart | Hierarchy or HR Department Chart
Academic Career Hierarchy | Career chart hierarchy
Academic Career Hierarchy | Career chart hierarchy
Blank Organizational Charts - 13 Free PDF Printables | Printablee
Blank Organizational Charts - 13 Free PDF Printables | Printablee
a diagram showing the different types of english and french words in each language, including
a diagram showing the different types of english and french words in each language, including
PowerPoint Hierarchy Templates
PowerPoint Hierarchy Templates
How to Create an Organizational Chart in Word with Free Templates | EdrawMax
How to Create an Organizational Chart in Word with Free Templates | EdrawMax
a piece of paper that has a diagram on it with words written in different colors
a piece of paper that has a diagram on it with words written in different colors
7 Hierarchy Infographic Templates & Design Tips [Free + Easy to Edit]
7 Hierarchy Infographic Templates & Design Tips [Free + Easy to Edit]
Visual Hierarchy
Visual Hierarchy
Hierarchy Chart Template
Hierarchy Chart Template
a business tree with people on it and the words company hierarchy above them
a business tree with people on it and the words company hierarchy above them
a pyramid diagram with the five levels labeled in red and yellow, including words on each side
a pyramid diagram with the five levels labeled in red and yellow, including words on each side

Adding Pictures

To add pictures to your chart, right-click on a shape and select 'Add Picture'. Choose an image from your computer or the web, and it will be inserted into the shape. You can resize the image by dragging the handles that appear around it.

Applying Colors and Styles

To change the color scheme of your chart, click on the 'Design' tab under 'SmartArt Tools'. Here, you'll find various color schemes and styles to choose from. You can also customize the colors further using the 'Change Colors' option.

Adding Shapes

If you need to add more shapes to your chart, such as connector lines or callout shapes, click on the 'Design' tab and select the type of shape you want to add. Then, click on the chart where you want the shape to appear.

Converting Your Chart to a Drawing Object

If you need more control over your chart's appearance, you can convert it to a drawing object. Right-click on the chart and select 'Convert to Shapes'. This will turn your chart into individual shapes that you can format and arrange as needed.

Word's hierarchy charts offer a versatile and user-friendly way to present information in a clear and engaging manner. By following the steps outlined above, you can create professional-looking hierarchy charts that effectively communicate complex data.

Now that you've mastered the art of creating hierarchy charts in Word, it's time to put your new skills into practice. Whether you're creating a chart for a report, a presentation, or a personal project, remember that the key to an effective hierarchy chart is clear, concise content and a well-designed layout. Happy charting!