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Org Chart Audit Worksheet

Assess the health of your organizational chart in 10 minutes. Print this page or use it as a discussion worksheet.

How to use it: fill this out with one People partner and one person who uses the chart. Write down observed examples, keep estimates separate, and finish by agreeing on one owner and one next action.

1. Current State Assessment

2. Pain Point Identification

3. Information Gap Analysis

4. Cost Calculation

Quick ROI Estimate

Use your own fully loaded hourly rates and label every assumption. The purpose is to make the cost visible, not to produce a universal benchmark.

HR maintenance cost: ___ hours/month x $___/hour = $___/month
Employee search cost: ___ hours/week x 4.33 x $___/hour = $___/month
Extended onboarding cost: ___ extra weeks x ___ new hires/year x $___/week = $___/year

Total annual cost of org chart friction: $___________

Keep the evidence behind each input. If you only have a guess, mark it as a guess and replace it with an observed sample during the next review.

5. Evidence Log

Use real examples to make the discussion specific. Add the source or person you checked so the result can be revisited.

Org chart audit log
Question or change tested What happened? Owner / next step
Who owns a real topic?
New hire, manager change, or departure
Last update and number of copies
Audience or privacy requirement
Time needed to correct the chart

6. Action Items

This worksheet pairs with our free org chart scorecard for a quick second opinion. If the source data is ready, test it with a CSV import and compare the result with your current workflow.

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