{"id":4489,"date":"2025-05-11T07:00:00","date_gmt":"2025-05-11T12:00:00","guid":{"rendered":"https:\/\/ellevatedoutcomes.com\/?p=4489"},"modified":"2026-06-24T13:05:25","modified_gmt":"2026-06-24T13:05:25","slug":"my-favorite-canva-org-chart","status":"publish","type":"post","link":"https:\/\/zudigitest.com\/ellevatedoutcomes\/my-favorite-canva-org-chart\/","title":{"rendered":"My Favorite Canva Org Chart (and how to create your own)"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">This quarter, we continue to talk about hiring. It&#8217;s tricky, it&#8217;s scary, <em>and <\/em>it can be life-changing for a small business. Last week, I teed up this series by sharing a starting point to answer <a href=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/small-business-hiring-where-to-begin\/\" target=\"_blank\" rel=\"noreferrer noopener\">How to Know if You&#8217;re Ready to Hire<\/a>. And this week, I&#8217;ll take you through a practical, yet visionary future-casting exercise to chart the course of your People path, via my favorite Canva org chart. And don&#8217;t worry: the concepts are applicable whether you use Canva or not.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">From Ellevated Outcomes&#8217; perspective, the timing for this teaching is kismet, as our new Strategist starts tomorrow(!!). So last week, I updated our current and future org charts, to ensure they&#8217;re still pointed in the direction we want to go. I&#8217;ll present these to our new teammate during new hire onboarding. They&#8217;ll provide extra clarity and context of where our organization is today and where we plan to go.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">So without further ado, here&#8217;s how to make <em>your <\/em>future org chart&#8230;<\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">1. Begin with the future.<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Most people start their org chart work by capturing the organization today. This is a mistake. Instead, start with what you want the organization to look like, 3 years from now. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Why? Three years is far enough in the future to not get hung up on details like, \u201cHow am I going to pay for this?&#8221; and &#8220;How will I find this person?\u201d But it\u2019s not far enough for you to be distracted with, \u201cHow in the world will I know what\u2019s going to happen in 10 years\u2019 time?\u201d<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Three years is a nice sweet spot to suspend reality yet feel <em>just<\/em> within reach. Plus, you already have some goals and a 3-year vision, care of <a href=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/how-to-design-your-annual-plan\/\" target=\"_blank\" rel=\"noreferrer noopener\">your annual planning<\/a>. So, prepare your mindset for this. It&#8217;s not about today; it&#8217;s about 3 years from now.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As Stephen Covey says:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">Begin with the end in mind.<\/p>\n<\/blockquote>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">2. Ask: what roles do you need, to fulfill this 3-year vision?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Pull out your 3-year description. As a reminder, it will look something like a 1-2 paragraph narrative that starts with:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">On [insert specific date, 3 years from now] my business looks, feels, and performs like _______&#8230;<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Once you&#8217;ve centered yourself on that, ask:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\">What <em>roles <\/em>will I need for my business to look, feel, and perform like _______?<\/p>\n<\/blockquote>\n\n\n\n<p class=\"wp-block-paragraph\">Please note that I used a subtle but important word above: &#8220;What &#8216;roles&#8217; will I need?&#8221; Not &#8220;&#8216;Who&#8217; will I need?\u201d There&#8217;s a big difference.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">Capture the <em>work <\/em>that your future business will need. Do not think about the people who work for you today.<\/h2>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">I know it sounds harsh (and scary). But in reality, we find that most small businesses have the wrong butts in the wrong seats. Often, <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Someone isn&#8217;t fulfilling the job they were hired to do (you\/their manager aren&#8217;t <a href=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/measuring-monthly-performance-manager-and-employee-review-template\/\" target=\"_blank\" rel=\"noreferrer noopener\">holding them accountable<\/a>),<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The business has outgrown their capabilities, or<\/li>\n<\/ul>\n\n\n\n<ul class=\"wp-block-list\">\n<li>The role was never clearly defined.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<p class=\"wp-block-paragraph\">There&#8217;s a lot to say on this topic, but I\u2019ll leave it here for now: any of these scenarios aren&#8217;t good for anyone. Making a difficult but correct decision like this (in a kind, human way of course) is good for the business, and good for all the people involved. BUT please don&#8217;t mishear me: I&#8217;m not saying you&#8217;ll fire your entire current team. Instead, for this exercise: temporarily pretend like you&#8217;re starting over.<\/p>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">If you create an org chart based on people &gt; roles, you will remain stuck. <\/h2>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">So back to your 3-year vision and the roles you&#8217;ll need: make a list of the jobs required. Typical functions you&#8217;d include are Product (or whatever you do that generates money), Marketing &amp; Business Development, Operations, Finance, Customer Service, CEO, etc.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Contrary to what you may be tempted to do, I recommend to not Google, nor ChatGPT your industry norms. We don\u2019t want your model to look like your competitors, nor do the same old thing that&#8217;s always been done. Especially <a href=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/tech-tools-for-small-business-5-things-to-automate-before-you-hire\/\" target=\"_blank\" rel=\"noreferrer noopener\">with the advance of technology<\/a>, you&#8217;re going to be inefficient and lose money that way. How you structure your people is an opportunity for creativity and competitive advantage.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Think about it this way too: gone are the days of having to hire someone for a full-time, in-person job. If your org chart is truly based on the work your business needs, there will be ample opportunity for contractors and outsourced work*. For example, our clients graciously put Ellevated Outcomes on their org chart as their <a href=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/services\/\" target=\"_blank\" rel=\"noreferrer noopener\">outsourced strategy department<\/a>.<\/p>\n\n\n\n<div style=\"height:20px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">One more time, I return to the reminder: forget about the people. Remove yourself from what is today. Don&#8217;t get stuck in how you&#8217;ll get there. This is about the what, not the how. <\/p>\n\n\n\n<div style=\"height:30px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">3. Draw it out, using a Canva Org Chart template (or something else).<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re looking for something simple and straightforward, I like to direct people to <a href=\"https:\/\/www.emyth.com\/guide-to-creating-your-organizational-chart\" target=\"_blank\" rel=\"noreferrer noopener\">E-Myth&#8217;s org chart guide\/template<\/a>.&nbsp;You can literally print out the template and sketch your org chart by hand, as a starting point. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After years of hosting Ellevated Outcomes&#8217; org chart in Powerpoint (you can take the girl out of corporate&#8230;), <a href=\"https:\/\/www.holayogastudio.com\/khrystyne-baltodano\" target=\"_blank\" rel=\"noreferrer noopener\">Khrys Baltodano of Hola Yoga<\/a> opened my eyes to Canva org chart templates. They&#8217;re beautiful and <em>fun <\/em>to create.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You can create your org chart in any program (including pen and paper); but in our business, our creative clients like things to look and feel good, so I love taking aesthetic cues from them. I&#8217;ve landed on this <a href=\"https:\/\/www.canva.com\/design\/DAGmzoKHrs4\/-2LEnAcJIrb6ziL4mRaeoQ\/edit?ui=eyJBIjp7fX0\" target=\"_blank\" rel=\"noreferrer noopener\">Canva org chart as my favorite.<\/a> <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Here&#8217;s what it looks like in action:<\/p>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img fetchpriority=\"high\" decoding=\"async\" width=\"1200\" height=\"944\" src=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/wp-content\/uploads\/2021\/09\/ellevated-outcomes-canva-org-chart-2028.jpg\" alt=\"ellevated-outcomes-canva-org-chart-2028\" class=\"wp-image-8895\" srcset=\"https:\/\/zudigitest.com\/ellevatedoutcomes\/wp-content\/uploads\/2021\/09\/ellevated-outcomes-canva-org-chart-2028.jpg 1200w, https:\/\/zudigitest.com\/ellevatedoutcomes\/wp-content\/uploads\/2021\/09\/ellevated-outcomes-canva-org-chart-2028-300x236.jpg 300w, https:\/\/zudigitest.com\/ellevatedoutcomes\/wp-content\/uploads\/2021\/09\/ellevated-outcomes-canva-org-chart-2028-1024x806.jpg 1024w, https:\/\/zudigitest.com\/ellevatedoutcomes\/wp-content\/uploads\/2021\/09\/ellevated-outcomes-canva-org-chart-2028-768x604.jpg 768w\" sizes=\"(max-width: 1200px) 100vw, 1200px\" \/><\/figure>\n\n\n\n<div style=\"height:25px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"wp-block-paragraph\">You&#8217;ll notice a couple things about this org chart:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>There are no names&#8230; not even mine.<\/li>\n\n\n\n<li>There are 29 roles listed. And I promise you: we are <em>not <\/em>hiring 25 people in the next 3 years. <\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">So what does one do when there are 29 roles but only 10-15 bodies? Outsource, bring in 1099s, and ask your top performing stars to hold multiple roles. This is common in a small business, and I must tell you: even when I worked for a (scrappy) $30b company, senior executives held multiple roles. Lots of lean and efficiently-run businesses hold this practice near and dear.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">For today, this is where we&#8217;ll leave the work on your future org chart, as this casts your People north star into the sky. <\/p>\n","protected":false},"excerpt":{"rendered":"<p>This quarter, we continue to talk about hiring. It&#8217;s tricky, it&#8217;s scary, and it can be life-changing for a small business. Last week, I teed up this series by sharing a starting point to answer How to Know if You&#8217;re Ready to Hire. And this week, I&#8217;ll take you through a practical, yet visionary future-casting [&hellip;]<\/p>\n","protected":false},"author":5,"featured_media":4490,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"footnotes":""},"categories":[479,483],"tags":[136,195,346,326,198,199,347,348,87,202,149],"class_list":["post-4489","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ceo-skills","category-operations","tag-creative-business-advisor","tag-creative-business-strategy","tag-e-myth","tag-employees","tag-hiring","tag-hiring-small-business","tag-org-chart","tag-organization-chart","tag-people","tag-small-business-advisor","tag-small-business-strategy"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.9 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>My Favorite Canva Org Chart (and how to create your own) - Ellevated Outcomes<\/title>\n<meta name=\"description\" content=\"This week, I&#039;ll take you through a practical, yet visionary future-casting exercise to chart the course of your People path, via my favorite Canva org chart. 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