Resources

Guides, templates, and real-world examples to help you plan, design, and communicate org structure — clearly.

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How to run an org design scenario in under an hour

A step-by-step walkthrough of Organigram's scenario tools — from importing a headcount file to presenting options to leadership.

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How Meridian Group restructured 340 roles in two weeks

The org design team at Meridian needed to model four restructure scenarios ahead of a board meeting. Here's how they did it.

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Spans and layers: finding the right management ratio

What's the right number of direct reports? This guide breaks down the tradeoffs by team type, growth stage, and work complexity.

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Product walkthrough: scenario comparison in Organigram

Watch how to set up two restructure scenarios, compare them side by side, and export a summary for your client.

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Vantage Capital: from spreadsheet to board-ready org chart in 20 minutes

A private equity operations team had a headcount file in Excel. No org chart. Here's how they went from zero to board-ready in one afternoon.

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Communicating a restructure: what to say and when

Timing, audience, and message. A practical guide to change communication that keeps your best people engaged.

What's new in July 2026 — scenario snapshots, import improvements

Snapshot any scenario for client sign-off, faster CSV parsing, and a redesigned permissions panel for partner accounts.

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Getting started: importing your first org from Excel

From raw spreadsheet to interactive org chart — a complete first-run walkthrough for new users.

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Matrix vs. functional: choosing the right structure for your stage

A no-jargon breakdown of the most common org models — when each one works, when it stops working, and how to know which you're in.

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