# User Essentials curriculum, pilots and scenario training

*Slack Consultant Study Guide · Learning and Enablement · Last updated October 21, 2026 · https://www.certifyforce.com/study-guide/slack-consultant/learning-and-enablement/user-essentials-curriculum-pilots-and-scenario-training*

How to build an end-user learning plan: customize Slack's User Essentials template, map each audience to its everyday scenarios, pilot with a team that already works together, train on launch day, then follow with scenario training, refreshers and Slack Basics pre-work.

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

**Official exam objective:**

> Design a tailored curriculum and create a learning plan for client's users.

## What the exam expects

- Start an end-user curriculum from Slack's User Essentials template and customize it without dropping its topics.
- Build the user learning plan as an audience-by-scenario matrix and design lessons around everyday scenarios.
- Recommend a pilot: a small team that already works together, running one new project entirely in a Slack channel, then assessing before a company-wide launch.
- Plan launch-day training (channel-naming strategy, power-user stories, app connections) and post-launch scenario training and refreshers.
- Add Slack Basics on Trailhead as foundational end-user pre-work.
- Key terms: **User Essentials** (Slack's end-user training deliverable); **scenario** (a set of processes a user goes through daily); **training plan** (a matrix of who needs training and on what); **pilot** (a small-team trial on one project before company-wide launch); **refresher topics** (post-launch tips drawn from users' questions).

## Key facts

| Fact | Detail | Source |
|---|---|---|
| User template | User Essentials slides plus a facilitator guide; customize but keep its topics | [Explore Learning Tools](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools) |
| Plan steps | Identify audience, determine scenarios, define the plan | [Develop a Training Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan) |
| Plan shape | A matrix of who needs training and what scenarios they need | [Develop a Training Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan) |
| Plan stages | Basics before go-live; scenario training and refreshers after | [Develop a Training Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan) |
| Pilot size | A handful of people who regularly work together, up to a few dozen | [Your first week in Slack](https://slack.com/blog/productivity/getting-started-your-first-week-in-slack) |
| Pilot project | One project in its earliest stages, tracked entirely in Slack channels | [Your first week in Slack](https://slack.com/blog/productivity/getting-started-your-first-week-in-slack) |
| Launch day | Naming strategy, power-user stories, existing app connections | [Your first week in Slack](https://slack.com/blog/productivity/getting-started-your-first-week-in-slack) |
| Slack Basics | Foundational End User module, about 20 minutes, three units | [Slack Basics](https://trailhead.salesforce.com/content/learn/modules/slack-basics) |

## Check yourself

- Why build user lessons around scenarios instead of feature lists?
- When should a client move from a pilot to a company-wide launch?
- Which three items does Slack suggest for launch-day training?
- What do refresher topics draw on after go-live?

## Sources

- [Training Plan Development Steps](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/develop-a-training-plan)
- [Enhance Training with Effective Learning Tools and Resources](https://trailhead.salesforce.com/content/learn/modules/slack-training-experience-preparation/explore-learning-tools)
- [Getting started: Your first week in Slack](https://slack.com/blog/productivity/getting-started-your-first-week-in-slack)
- [Discover Slack Basics for Effective Collaboration](https://trailhead.salesforce.com/content/learn/modules/slack-basics)
- [Training Library Resources](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation/build-your-training-library)
- [User Training Strategy & Communication Plan](https://trailhead.salesforce.com/content/learn/modules/user-training-and-motivation)

## 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