# Vision statements and measurable success metrics

*Slack Consultant Study Guide · Discovery · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/discovery/vision-statements-and-measurable-success-metrics*

How a consultant finalizes the client's Slack vision statement (starting from the CSM's draft), what a good vision statement contains, how Slack's three example goals map to what and how to measure, why metrics are agreed before launch, and which analytics dashboard each plan can use for baselines.

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

**Official exam objective:**

> Finalize vision statement and success metrics for engaging Slack Services.

## What the exam expects

- Start the vision statement from any existing draft held by the client's Slack customer success manager (CSM), and update it so it is current and complete.
- Recognize a good vision statement and reject drafts that are really a timeline, a policy list or a metric.
- Map a business goal to what to measure and how to measure it, using Slack's three example goals.
- Explain why measurable success metrics are agreed during discovery, before launch.
- Choose the analytics source a client can use for baselines on its current plan.
- Key terms: **vision statement** (the client's explanation of "Why Slack?"); **success metric** (a measurable indicator tied to a business goal); **CSM** (Slack customer success manager who often helps define value); **baseline** (the starting value of a metric captured before change); **Workspace Analytics / Org Analytics** (the workspace-level and Enterprise-org-level analytics dashboards).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| First step | Check with the CSM for an existing vision; update it and keep the CSM involved | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Vision purpose | Answers "Why Slack?" and "What's in it for me?"; long-term end state | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Vision questions | Better collaboration, value to employees, pain points Slack solves | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Reduce silos measures | User surveys; % of messages read or sent in public channels | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Agile measures | Release time, issue identification and resolution, fewer alignment meetings | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Single platform measures | Time to hire, business units on Slack, engagement scores | [Create a Vision Statement](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics) |
| Workspace Analytics | All plans | [Translate Goals into Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/translate-goals-into-slack-metrics) |
| Org Analytics | Enterprise org (Enterprise+ plan) only | [Translate Goals into Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/translate-goals-into-slack-metrics) |
| Message activity analytics | Business+ and Enterprise+ | [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features) |
| Member analytics default | Workspace Owners and Admins; org-wide analytics for Org Owners, Org Admins and Analytics Admins | [View your Slack analytics dashboard](https://slack.com/help/articles/218407447-View-your-Slack-analytics-dashboard) |

## Check yourself

- Who should a consultant check with before writing a client's vision statement?
- Why is "cut internal email volume by 30 percent" not a vision statement?
- Which two methods measure progress on reducing silos?
- When can a client use the Org Analytics dashboard for baselines?

## Sources

- [Create a Vision Statement and Define Success Metrics](https://trailhead.salesforce.com/content/learn/modules/discovery-conversations-for-slack-implementations/create-a-vision-statement-and-success-metrics)
- [Translate Goals into Metrics](https://trailhead.salesforce.com/content/learn/modules/slack-analytics/translate-goals-into-slack-metrics)
- [Establish Your Slack Vision and Align Goals Effectively](https://trailhead.salesforce.com/content/learn/modules/slack-analytics-and-metrics/create-a-vision-for-slack)
- [View your Slack analytics dashboard](https://slack.com/help/articles/218407447-View-your-Slack-analytics-dashboard)
- [Slack plans and features](https://slack.com/help/articles/115003205446-Slack-plans-and-features)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 7 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams