Organisation charts and communication plans are core documents in any project implementation. Projects involve many people that require different communication updates throughout project implementation. When a project is first initiating, identifying the key team members, supporting players and important stakeholders directly contribute to a successful project kick off. Developing the project team organization chart will also help team members understand who’s who and their role in the project.
Microsoft Visio is a decent tool for developing an organisation chart, however, I’ve found using MindGenius helps project managers quickly define the project team and organise a better communication plan. The built-in Affinity layout easily creates a hierarchical view and adding the map formats itself when a new team member is added. This tutorial will show you how to create an organisation chart in MindGenius and categorize each resource for a useful communication plan.
Step 1. Identify the project’s major work streams
Figure 1. Sample ACME Purchasing Program
The project can be divided into major sections including sub-teams working directly on the project, teams supporting the project and stakeholders monitoring the project’s progress. The project can be decomposed into specific work breakdown structure elements or organised by functional teams. The mind mapping format allows you to easily brainstorm key resources and organise them into different nodes (Figure 1).
Step 2. Select the Affinity map layout\
Figure 2. Organisation Chart
In Figure 1, I’ve created a map that includes a North American and European work stream with a project management office, organization support, financial controller and related subject matter experts. By changing the format to the affinity format, the mind map looks like a typical organisation chart (Figure 2). To change the format, simply select Format – Map Layout – Affinity.
Figure 3. Edit Resource List
The next step is to define the stakeholders, team members and other supporting resources in the project. Select Tasks – click on the Resources bottom scroll bar arrow – select Manage Resources. The Edit Resources List will appear and you can add the team members to your map.
MindGenius will also import contacts from your Microsoft Outlook address book which makes adding resources and their contact details easier.
Step 4. Assign resources to their respective roles
Figure 4. Project Organisation Chart
Using the Resource Dropper (Tasks – Resource Dropper), assign team members to the specific roles in the project team organisation chart. The steps to assign resources and create a resource assignment map have been previously documented in the 6 Steps from Project Scope to Schedule article. Using the Resource Dropper makes assigning resources to a project organisation chart fast and easy to do. In Figure 4, I have completed assigning resources. In the Organisation Support structure, I chose not to assign resources with the Resource Dropper and simply listed the resource names individually rather than relying on the resources initials (Figure 4). Adding the resource names individually adds to the overall readability but it increases the size of your team organisation chart. You can apply either approach based on the size of your project team.
The organisation chart can be exported to Powerpoint, PDF or an image file to be included in a presentation kick off deck. I recommend printing the map and hang it on the office wall to easily refer to each workstream and key contact. For large programs, developing a WBS and a project organization chart using this technique is very helpful.
Step 5. Build the initial communication plan
Figure 5. Communication Plan Categories
The next step is to categorise each resource based on the necessary communication cadence. Project governance is usually organised around a daily team meeting, a weekly status meeting, a monthly steering committee meeting and a monthly or quarterly meeting with senior executives. Your project may have a difference cadence and MindGenius will let you define custom categories based on each project’s needs. In Figure 5, I created 4 custom categories including Daily Stand Up, Weekly Status Meeting, Monthly Committee Review and Quarterly Review.
Select Analyse – Edit Categories to define new category groups and categories. Just like the Resource Dropper, the Category Dropper is used to assign each team member a specific communication plan category. In some cases, like a Monthly Committee review or a Weekly Status meeting, the same resource will be assigned to multiple categories (Figure 6). The program manager is likely to attend the weekly status meeting, monthly committee review and quarterly reviews. Assign the categories to the specific resources as needed (Figure 6).
With the resources assigned, the next step is to create a category map to organise the initial communication plan.
Step 6. Create the Category Map
Figure 6. Communication Assigned Categories
Select Analyse – Create Category Map and select the category centric map options. I select to export the entire map and ignore any branches without categories. Click Ok to generate the new category map (Figure 7).
The category map quickly organises each resource under the specific governance meeting. By organising each communication category, a detailed communication plan can be quickly developed to include the key resources from the various work streams. This view is especially helpful when setting up the various communication and governance sessions on large projects or programs. Additional notes can be added to each other meeting nodes to include typical communication plan data include frequency, purpose of communication, method of delivery, etc.
The key benefits of this visual thinking approach include better comprehension, faster organisation and better communication to the project team. An organization chart in a mind map format is easy to update and regenerate the resource and category maps. Compared to other diagramming tools like Visio or PowerPoint, MindGenius’ speed and usability make it a must use tool for organization charts.