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Accountability Chart: Overview and How to Create a Draft

The Accountability Chart helps define organizational structure by identifying the seats, responsibilities, and reporting relationships within your company.

EOS One includes a modern Accountability Chart Builder with Atlas AI assistance, draft collaboration, and publishing tools that make it easier to create and maintain your organization's structure.

Create a New Accountability Chart Draft

Only Owners and Admins can create Accountability Chart drafts.

  1. Navigate to A/C from the left-hand navigation menu.

  2. Click New Draft.

  3. Enter a name for the draft.

  4. Select one of the available starting options:

    • Start with EOS Template (Recommended)

    • Start Blank

  5. Click Create Draft.

The new draft will open in the Accountability Chart Builder.

Starting Options

Start with EOS Template

The EOS Template creates a standard EOS Accountability Chart structure that includes:

  • Visionary

  • Integrator

  • Marketing/Sales

  • Operations

  • Finance

This option is recommended for organizations building their first Accountability Chart.

Start Blank

The Start Blank option creates an empty Accountability Chart with a single Visionary seat.

Additional seats can be added as needed.

Build Your Accountability Chart

Each seat can be customized with:

  • Seat Name

  • People assigned to the seat

  • Seat Owner

  • Roles and responsibilities

A seat can include one or more people, or it can be left unassigned. When multiple people are assigned to a seat, one person is designated as the Seat Owner.

As you build your chart, you can:

  • Add seats

  • Edit seats

  • Add or remove people from seats

  • Reassign Seat Owners

  • Remove seats

  • Delegate sections of the chart

  • Reorganize reporting structures

  • Collaborate on drafts

Atlas AI Assistance

Atlas AI is built directly into the Accountability Chart Builder.

Use Atlas AI to:

  • Build organizational structures

  • Add seats

  • Define responsibilities

  • Refine reporting relationships

  • Receive guidance while creating your Accountability Chart

Enter requests directly into the Atlas AI panel to receive assistance.

Team Structure Panel

The Team Structure panel provides a hierarchical view of your Accountability Chart.

This view helps you:

  • Navigate large organizational structures

  • Identify incomplete seats

  • Review reporting relationships

  • Quickly locate specific seats

View Your Accountability Chart

You can view an Accountability Chart in Diagram or List view. The view options appear beneath the Accountability Chart title.

Both views are organized around the seats in your Accountability Chart. The seat title appears first, with the people assigned to the seat shown as secondary information.

Diagram View

In Diagram view:

  • The seat title appears at the top of each seat.

  • The Seat Owner's name and avatar appear beneath the seat title.

  • If additional people are assigned to the seat, their avatars also appear on the seat.

  • Hover over an additional person's avatar to see their name.

  • A seat with no one assigned displays Unassigned.

List View

In List view:

  • The seat title appears first in each row.

  • All people assigned to the seat appear beneath the seat title.

  • A seat with no one assigned displays Unassigned.

  • Expand a seat to review its roles.

Switching between Diagram and List view changes how the Accountability Chart is displayed. It does not change the seats, people, or reporting structure in the chart.

Publish an Accountability Chart

When your draft is complete:

Owners and Admins can always publish using Make Live. A Member who has been granted Edit access to the draft can also publish it as the official Accountability Chart.

  1. Review the Accountability Chart.

  2. Click Make Live.

  3. Confirm the publication.

Once published, the Accountability Chart becomes the official Accountability Chart of the organization.

Q&A

What is the difference between a draft and a live Accountability Chart?

Drafts allow you to build and edit an Accountability Chart before publishing it. A live Accountability Chart is the official version available to your organization.

Should I start with the EOS Template or Start Blank?

Most organizations should begin with the EOS Template. It provides the standard EOS structure and can be customized as your organization evolves.

Can I make changes after publishing?

Yes. Create or update a draft, make your changes, and publish the updated version when ready.

Does EOS One include Atlas AI for Accountability Charts?

Yes. Atlas AI is built directly into the Accountability Chart Builder and can assist you in creating and organizing your Accountability Chart.

What is the difference between Diagram and List view?

Diagram view displays the Accountability Chart visually based on reporting relationships. List view presents the same seats and assigned people in a list format. Switching views does not change the Accountability Chart.

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