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I have a current-state org chart and a future-state org chart. There are more than 100 employees on each. I want to present that before vs. after and highlight the changes to my boss in a digestible way. What are some ways you’ve done successfully done this?

 

 

Hi ​@Kasia 

Utilize the comparison tool as a verification mechanism to ensure accuracy before presenting. Run the comparison to validate that all role moves, deletions, and additions have been captured. Consider exporting the comparison as a visual slide, such as a 'diff overlay', to quickly highlight changes. For the main presentation, simplify the information using techniques like side-by-side comparisons, summaries, or roll-ups. In addition, include the detailed comparison results in an appendix or backup for reference

To learn more - Compare two Lucidchart documents – Lucid

As a second option you also consider - Conditional formatting,

  • Which offers several strengths, including its high customizability, which allows you to highlight specific changes such as new hires, removals, or manager changes. This feature makes complex data more digestible and presentation-friendly through the use of color codes, icons, and borders.
  • Likewise, it works seamlessly with spreadsheet imports, enabling you to easily track changes by adding a 'status' column. On the other hand, conditional formatting also has some weaknesses, including the need for more setup, such as data preparation and rule creation.

Besides, it requires manual input to detect changes, rather than automatically identifying what's new, changed, or removed.

Hope this helps - Happy to help further!!
Thank you very much and have a great one!
Warm regards


Thanks very much for the thoughtful reply. I will review and follow up with any questions.