Span of Control

Quickly identify managers with low or high spans of control

Step 1: Apply the Span of Control view template to your chart.

– Open the View Templates panel; double-click the SOC View template

Step 2: Define a conditional format for Low Span of Control.

– On the Home menu, select Conditional formatting; Click Add; Define the criteria for Low Span of Control (see example below).

Low Span of Control Conditions

– Use the formatting options to set formatting to be applied when condition is satisfied.

Conditional Formatting Box Properties

Step 3: Define a conditional format for High Span of Control.

– In the Conditionally Formatting Properties box, click Add; Define criteria for High Span of Control (see example below)

High Span of Control Conditions

– Use the formatting options to set formatting to be applied when condition is satisfied.

High Span of Control Conditional Formatting Box Properties

Now you can see at a glance which managers have a high span of control and which have a low span of control, and start planning changes.

Final Organizational Chart with Span of Control