How to Create an Organizational Chart for a Credit Union
Creating an organizational chart for a credit union is very similar to creating an organizational chart for any other business. You will need to show personnel with direct and indirect lines of reporting. Although you can create this chart with simple tools such as a paper and pencil, using flow charting software can help you maintain and change the chart as the organization and personnel change.
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Instructions
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Begin with a box for the members of the credit union. In most credit unions, the membership are considered the top of the organizational structure.
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Add the elements elected by the membership below the general membership and connect the two boxes with a line. For some credit unions, the members may only elect a board of directors. In other credit unions, members may elect other boards on the same level as the board of directors.
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Add people appointed or hired by the Board of Directors. At minimum, this is usually the Credit Union Manager or President. In some credit unions, the Board of Directors may appoint other positions and committees. Connect these to upper levels with a line.
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Follow the organization down through the various board appointees or hires to their lowest levels. In smaller credit unions, this would include employees reporting directly to the President. In other credit unions, board members might be included below the boards on which they serve. Connect all direct reporting relationships with solid lines.
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Note indirect reporting lines with dashed or broken lines. For example, a Loan Officer might report directly to a Loan Manager but might also report unofficially to the Credit Union Manager. Indicate this with a dashed line to show the ad hoc relationship.
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