# RACI and roles across Slack, Partner and client

*Slack Consultant Study Guide · Delivery and Migration · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/delivery-and-migration/raci-and-roles-across-slack-partner-and-client*

Who does what on a Slack services engagement: the RACI rules and Slack's example chart, what the client always owns, the client's core and launch-team roles, and how the Partner works with the Slack account executive, customer success manager and support processes.

- Certification: Salesforce Slack Consultant
- Exam section: Delivery and Migration
- Study guide: https://www.certifyforce.com/study-guide/slack-consultant

**Official exam objective:**

> Define roles and responsibilities between Slack, Partner, and client on an engagement.

## What the exam expects

- Apply the RACI rules: at least one Responsible, exactly one Accountable, any number of Consulted and Informed.
- Read Slack's example RACI chart: the Partner recommends and builds plans, the client configures and communicates, the Slack team is informed.
- Name what the client always owns and which client role fills a gap (project manager, communications lead, learning lead, Slack administrator, product owner, technical lead).
- Choose the right Slack contact: account executive, customer success manager, or a process run through the account team.

Key terms:
- **RACI:** Responsible, Accountable, Consulted, Informed; a party can hold more than one letter on an activity (the client is Informed, Accountable and Consulted on project management).
- **Executive sponsor:** the client's executive point of contact for critical decisions and direction.
- **Slack account executive (AE):** sells Slack licenses for the account.
- **Customer success manager (CSM):** drives the account's long-term success plan.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Accountable | Limit to one person per task | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Responsible | At least one person per task | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Configure Slack | Client Responsible, Partner Consulted, Slack Informed | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Training comms and follow-ups | Client Responsible, Partner Informed and Consulted | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Partner configuration access | Never, unless the SOW states it | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Client always owns | Decisions, all configuration, change management and communication | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| CSM | Owns the long-term success plan for the account | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team) |
| Audits and premigration reports | Requested through the Slack account team | [Assemble a Delivery Team](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team), [Prepare for Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate) |
| Technical lead | Primary contact for SSO and integration setup | [5 steps to launch Slack](https://slack.com/resources/slack-for-admins/launching-slack) |

## Check yourself

- Why does the client, not the Partner, configure Slack even when the Partner designed the setup?
- When should the consultant help the client assemble its project team?
- Which client role coordinates training activities for the rollout?
- When does the Partner go through the Slack account team rather than the client?

## Sources

- [Build an Effective Delivery Team for Successful Projects](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/assemble-a-delivery-team)
- [5 steps to launch Slack](https://slack.com/resources/slack-for-admins/launching-slack)
- [Create Effective Statements of Work for Project Success](https://trailhead.salesforce.com/content/learn/modules/project-planning-for-slack-implementation/design-a-statement-of-work)
- [Prepare for Slack Enterprise Grid Migration](https://trailhead.salesforce.com/content/learn/modules/migration-to-slack-enterprise/prepare-to-migrate)
- [Enterprise organization launch guide](https://slack.com/help/articles/115005481226-Enterprise-organization-launch-guide)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 10 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams