Setting up an org chart in Gtmhub
Gtmhub has a feature for creating and managing org chart of your company. While some people find this feature useful in itself, in this post I wanted to explore how we use it, why it is a good idea to set it up in Gtmhub and, finally, how to do it.
What is an org chart in Gtmhub?
To put it simply, an org chart in Gtmhub organizes people and teams.
You can create any number of teams in Gtmhub and you can also organize them in a hierarchy. We use “team” as a generic term, where a team is just a group of people and sub-teams. So, for example, your company can be a team, a department can be a team, a division can be a team and so on.
Every team can have the following:
- Team members
- and sub-teams
How Gtmhub uses org chart?
There are several key ways in which Gtmhub takes advantage of the built-in org chart and also makes your life better.
Ability to assign OKRs to a team
The most obvious use case is that instead of assigning all of the OKRs to individuals when you create teams in the org chart, you can assign OKRs to that team. A lot of our customers create a top-level team which they call “Company” or use the actual name of their company and assign top-level goals to that team.
Tracking the progress of your team
Regardless if you are a manager or just a member of a team, when your company is organized through the org chart, we display widgets on the Gtmhub Pulse screen which quickly give you the information on how well your team is progressing. If you are a manager, you can also see the progress of all the people that report to you.
Track and update your team OKRs from one place
Many people prefer to have a weekly OKRs meeting where they update all the key results together. To enable this scenario, Gtmhub provides a special way to display all the team OKRs as well as a way to update them all at once.
Using Gtmhub org chart also means that you will be able to take advantage of all the future developments. For example, in Q1 2018 we are planning to release weekly e-mail reports as well as improve system notifications. Both of these features will be using org chart to determine what is the most relevant report to send and who are the best people to be notified (e.g. my manager).
How to create an org chart?
Org chart is a feature available in Performance edition and higher, so you will need to be on that edition in order to take advantage of this feature.
The first thing you need to do is invite some of your colleagues into the account and then create some teams. The org chart builds itself, depending on to which team people belong to and which team is specified as the parent team.
A nifty way of organizing your org chart is the bulk edit team members feature.
With the bulk editor, you can quickly populate your teams by using the drag-and-drop editor. Finding people and teams is also easy, because you have the search option. Finally, a special filter exists which shows all the people without a team – to make sure you didn’t leave anyone out.