Build the org chart,level by level.

What is inside.

Five level structures across four pages. Every page pairs a filled example with an empty chart of the same shape.

Executive Level Structure: The Owner at the top, with four seats beneath: CEO, CMO, COO and CFO.
Marketing Level Structure: A Marketing Manager over seven functions: Digital, Content, Email and PR, Customer Journey, Grassroots, Media, and Philanthropy. The example fills each with three seats, from SEO, PPC and social media to lawyer referrals, event sponsorships and community outreach.
Operations Level Structure: The COO over seven leads: Intake Lead, Reception Lead, HR Manager, Production Lead, Facilities Manager, IT Manager and Data Analysis Lead, with the example seats beneath each, from intake specialist and payroll to file processing, medical records, software and reporting.
Finance Level Structure: A Finance Lead over an Accounting Clerk, a Controller and Real Estate. The example puts deposits, check writing, bills and credit card statements under the clerk, and cashflow management, forecasting, budget and commission calculation under the controller.
Legal Level Structure: A Legal Lead over a Prelit Managing Attorney and a Litigation Managing Attorney, with captains and tiered attorneys beneath each.

Start at the executive level
The Owner at the top and the four seats beneath. Fill the blank chart on page one before moving down.
Work down one structure at a time
Marketing, operations, finance and legal each have their own chart. The example shows the shape; the blank chart beside it is yours.
Fill the empty boxes with your seats
Write your firm's seats into the empty boxes, matching the shape of the example beside them.

PDF only, four pages.

Executive, marketing, operations, finance and legal level structures, each with a worked example beside a blank chart.

PDF · 4 pages · 1.4 MB PDF