Enable Success with a Slack Learning Plan
Learning Objectives
After completing this unit, you’ll be able to:
- State the importance of Slack learning and enablement for an organization.
- Describe the importance of the Slack Template Gallery.
Create a Learning Plan
Providing learning and enablement for users to successfully work in Slack is an important part of any Slack launch. So, understanding your client’s Slack learning needs is an essential step in the discovery process.
Here’s the key information you want to uncover from your client.
- Expectations or assumptions around learning for their organization
- Past learning successes or challenges within the organization
- Logistical requirements for delivering learning materials
- Existing Slack learning approach (if they already use Slack)
- Current pain points to directly address
Discuss these topics with your client to help build a learning plan that best meets their needs. In addition to developing the learning materials, review the decisions the client has made on their grid design and policies and settings. These inform your learning content.
Impact on Deliverables
Slack Learning Plan
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Definition: A deliverable that outlines what learning materials you create for your client in addition to high-level details around logistics and approach.
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Relationship to discovery: To recommend what training(s) to deliver and in what format, you first need to take into account the training constraints and requirements of your client.

Learning Materials
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Definition: Multiple deliverables, usually in the form of live training, on-demand videos, or job aids.
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Relationship to discovery: First, get clear on your client’s dream Slack setup. Use your discovery insights to shape both your admin enablement and user enablement. The Slack Template Gallery is a fantastic learning resource that takes the guesswork out of work, with preconfigured templates for any project, program, or problem.

Sample Questions
- Does the organization prefer live training or self-paced video learning?
- What are the time-zone considerations for live training sessions?
- Based on previous technology rollouts, where do you anticipate challenges with our launch that we can proactively address through learning?
- Who are the target users for learning? How many, what roles, and which departments do they cover?
- What is your team’s knowledge of Slack now? What would you like it to be?
Recap
Awesome job! You’ve just discovered how useful learning and enablement can be for clients using Slack. Now you’ve got a good grasp of the client's current needs and Slack knowledge. Get ready, because in the next unit, you dive into how to approach discovery for Slack policies, settings, and all things security.