Use governance charts (or board of directors charts) to document and display the governance structure of an organization in a transparent fashion.
Governance structures can be oversight bodies such as a board of directors for a company, a board of trustees for an educational institution, an executive committee for a not-for-profit organization, or a city council for a municipality.
Governance bodies can also be groups within an organization that have been established to monitor a specific function or area of operations from an organizational point of view, such as enterprise risk management, data, and systems governance, or employee equity and affirmative action programs.
Organimi's governance charts are significantly different from other charts. Organimi designed governance charts to capture the structure common to most boards that are made up of members and committees.
Currently, you can only build governance charts manually. Also, you cannot share governance charts at this time.
Note: Before you can build an org chart, you need to complete these steps:
1. Create an organization.
2. Add people to your organization. See Manually add people to an
- From your dashboard, In the Organization field, click the down arrow and choose the organization to which you wish to add the chart.
2. Click the Charts tab.
3. Click New Chart.
4. Under Build Chart, click the Pencil tile to create an org chart from scratch.
5. On the New Chart screen, in the:
- Chart Type field, click the down arrow, and select Board of Directors
- Chart Name field, type the name of your new chart
- Click Save
Add members to your chart
Board members often consist of a group of individuals, some of whom may be employed by an organization, and others who are not.
Organimi allows you to add individuals to your Talent Pool and incorporate them into your governance chart.
You can also designate non-employee directors as Outside Directors, and board members who are employees as Inside Directors.
- Click Add Member.
In the Search People field, type a name for the previously existing member or a new member (if the new member is an Inside Director and an employee of the company). Or simply type the name, email address, and title of the new member.
Click Add Photo if you wish to add a photo.
4. In the Member Status section, the Date Officially Joined field is mandatory. Click in the Date Officially Joined field and select a date from the pop-up calendar. Click OK.
5. In the field, How are they related to your organization?, select one of the following:
- Inside to add an Inside Director
- Outside to add an Outside Director
6. In the field, Are they the chairperson of the board?, click Yes or No.
7. Click the LinkedIn Link field, to add a URL.
8. Click Save.
Create a board committee
Board members can also serve on board committees. These committee assignments can be set up when the member is being added if the committees have already been created.
Committees can be set up later, and all members are added to the committees at that point.
- Click Add Committee.
- The Committee Name field is mandatory. In the Committee Name field type a name for the committee.
- The Start Date & End Date fields are mandatory. Click inside the fields and select a date from the pop-up calendar.
- Put a checkmark in the Ongoing checkbox if the committee is a permanent committee that has no end date.
- In the field, Is this a sub-committee?, click Yes or No.
- In the field, Sub-committee under, type a name for the sub-committee.
Note: A committee can have one or more sub-committees, but sub-committees cannot have sub-committees. (only a one-lever hierarchy is allowed).
7. In the field, Upload Committee Charter (Optional), click Select File to upload a document that represents the charter for the committee.
8. Click Save.
There are two (2) views for governance charts.
A List View showing a high-level view of board members and committees.
A Grid View that contains a more detailed view of board members, committees, and sub-committees.
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