# Grid design workshop, pressure test and sign-off

*Slack Consultant Study Guide · Grid Design · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/grid-design/grid-design-workshop-pressure-test-and-sign-off*

How a consultant runs the grid design workshop and gets the design signed off: who attends and approves, the best-practices-first agenda, evaluation criteria, the five pressure-test questions, sign-off stakeholders and deadline, the executive summary, the session sequence and a workspace decision tree for growth.

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

**Official exam objective:**

> Support grid design final sign-off.

## What the exam expects

- Assemble the workshop team (executive sponsors, Slack product owners, business-unit representatives) and settle early who approves the final design.
- Run the workshop in order: best practices first, then the options, guiding the client to judge sustainability, end-user experience and admin workload, and documenting feedback.
- Pressure test the selected option with the five best-practice questions, including the 80% test and the six, twelve and eighteen month horizon.
- Close with the sign-off stakeholders and a deadline, then deliver an executive summary with workspace and channel recommendations.
- Place the workshop in the session sequence and leave the client a workspace decision tree for growth.

Key terms:
- **Grid design workshop:** an educational, advisory session where the consultant teaches grid best practices and walks the client through the options for an Enterprise organization (Enterprise Grid or Enterprise+ plan).
- **Pressure test:** checking the selected option against the best practices before the workshop ends.
- **Executive summary:** the final grid design deliverable the client uses to implement and grow Slack.
- **Workspace decision tree:** questions admins ask before agreeing to create a new workspace.

## Key facts

| Fact | Detail | Source |
|---|---|---|
| Workshop team | Executive sponsors, Slack product owners, key department or business-unit representatives | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Approvers | Decide how and by whom the design is approved when assembling the team | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Workshop length | 60 minutes; a follow-up may be needed | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Agenda order | Best practices overview first, then the options | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Evaluation criteria | Sustainability, end-user experience, admin workload | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Future-proof horizon | Six, twelve and eighteen months | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Closing the workshop | Identify sign-off stakeholders and set a clear deadline | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Session timing | After discovery; policies session around the same time; before channel strategy | [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop) |
| Executive summary | Workspaces with access level, channels with type and privacy, benefits, considerations | [Create an Executive Summary](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/create-an-executive-summary) |
| Growth guidance | A workspace decision tree | [Create an Executive Summary](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/create-an-executive-summary) |

## Check yourself

- Why decide who approves the grid when the project team is assembled?
- Which three criteria should the client use to evaluate each model?
- When should the channel strategy session happen relative to the grid workshop?
- What four items belong in the executive summary?

## Sources

- [Run a Grid Design Workshop](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/run-a-grid-design-workshop)
- [Create an Executive Summary](https://trailhead.salesforce.com/content/learn/modules/validating-slack-enterprise-grid-designs-with-the-client/create-an-executive-summary)
- [Create Grid Design Options](https://trailhead.salesforce.com/content/learn/modules/designing-a-slack-enterprise-grid/create-grid-design-options)
- [Compare Grid Design Models](https://trailhead.salesforce.com/content/learn/modules/designing-a-slack-enterprise-grid/compare-grid-design-models)
- [Consider Alternatives for Workspace Design](https://trailhead.salesforce.com/content/learn/modules/slack-workspace-design/consider-alternatives-for-workspace-design)
- [Manage a workspace in an Enterprise organization](https://slack.com/help/articles/115005225987-Manage-a-workspace-in-an-Enterprise-organization)

## About the full unit

The "Core concepts", "Exam traps" and "Worked scenario" sections of this unit, its 9 linked practice questions, and unlimited timed mock exams are included with the Slack Consultant pack (USD $19): https://www.certifyforce.com/practice-exams