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There are 2 modules in this course
The org chart says one thing. Headcount reconciliation says another. When matrix reporting lines create dual bosses and dotted-line confusion, someone has to figure out who actually owns the headcount, the budget, and the decision. That someone is you.
You'll apply your understanding of why dual reporting complicates headcount reconciliation—and what breaks when HR, Finance, and business leaders use different definitions of 'approved headcount.' You'll build a three-level org chart in Lucidchart, using color coding to highlight dual-reporting relationships and exporting a clean PNG deliverable. You'll also use AI tools like ChatGPT to draft stakeholder summaries and flag potential reporting conflicts—then verify the AI's output against what the chart actually shows.
Through realistic role plays, you'll navigate scenarios where the formal chain of command doesn't match operational reality. Designed for aspiring HR professionals, people analytics practitioners, and anyone who needs to understand how organizations really work. Free Lucidchart account and access to ChatGPT or Claude recommended.
In this module, you'll apply your understanding of why matrix reporting lines make headcount reconciliation so difficult—and build a three-level org chart in Lucidchart that makes dual-reporting relationships visible.
What's included
4 videos1 reading
Show info about module content
4 videos•Total 24 minutes
The Org Chart Lies (But It's Still Useful)•2 minutes
What Org Charts Show—And Why Headcount Gets Lost•6 minutes
Matrix Reporting: When Two Managers Claim the Same Headcount•7 minutes
Building Your First Dual-Reporting Org Chart•9 minutes
1 reading•Total 5 minutes
When Headcount Doesn't Add Up: Mapping Ownership in Matrix Structures•5 minutes
Documenting Dual Reports: From Chart to Stakeholder Summary
Module 2•1 hour to complete
Module details
In this module, you'll analyze dual-reporting relationships by using AI to draft stakeholder summaries that flag headcount ownership conflicts. You'll evaluate AI-generated claims against actual org chart data and present verified findings to leadership.
What's included
3 videos2 readings1 assignment
Show info about module content
3 videos•Total 17 minutes
Span of Control: When Wider Spans Create More Dotted Lines•6 minutes
The Complete Workflow: From Org Chart to AI-Assisted Stakeholder Summary•8 minutes
Your New Skill: Map Org Structures•2 minutes
2 readings•Total 10 minutes
Documenting What the Org Chart Can't Show: AI-Assisted Stakeholder Summaries•5 minutes
Building Your People Analytics Practice: Resources & Next Steps•5 minutes
1 assignment•Total 30 minutes
Final Assessment•30 minutes
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Is financial aid available?
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