Discovery10% of the exam
Client background research and knowledge transfer
What a consultant learns about a client before kickoff: knowledge transfer from internal colleagues versus public research, why researching first matters on a time-limited launch package, the questions to answer yourself, and how findings such as structure and adoption stage shape each deliverable.
Research background information on the client's organization and the ways they are currently working.
~7 min read · 6 practice questions ·
What the exam expects
- Distinguish knowledge transfer (internal colleagues) from research (public sources) and name the sources for each.
- Explain why researching a client before kickoff pays off, especially on a time-limited Slack launch package.
- Choose the questions a consultant answers for themselves during initial discovery, and reject questions that belong to later deliverables.
- Connect background findings to the deliverable they inform: organizational structure to grid design, remote work to channel strategy, current Slack use to learning materials.
- Use each team's Slack adoption stage to scope deliverables instead of treating every team the same.
- Key terms: knowledge transfer (gathering client information from colleagues who sold or previously served the account); research (studying the client's public footprint); initial discovery phase (pre-kickoff work that builds a first impression); adoption stage (how far a team has progressed in using Slack); deliverables (grid design workshop, channel strategy session, governance session, communications plan, learning plan and materials).
Key facts
Discovery's reach
- Detail
- Informs grid design workshop, channel strategy, governance, communications plan, learning plan and materials
Knowledge transfer
- Detail
- Colleagues involved in the sale of services, plus counterparts with legacy client information
Research sources
- Detail
- Website, social media like LinkedIn, news; annual report or 10-K for public corporations
Research first
- Detail
- Saves time on limited launch packages, builds a point of view, surfaces risks early
Structure question
- Detail
- Flat, hierarchical, and more
Grid design input
- Detail
- Organizational structure informs the grid design approach
Channel strategy input
- Detail
- Remote work and current Slack use
Grid design prerequisite
- Detail
- Discovery module comes before grid design
- Which two activities make up background gathering before kickoff?
- Why does research matter most on a Slack launch package?
- When a background finding concerns the client's organizational structure, which deliverable does it inform?
- Which extra source should you research when the client is a public corporation?
The questions are free to read. Answers with their sources and self-grading are included with the pack.
Keep reading with the Slack Consultant pack
- Core concepts
- Exam traps
- Worked scenario
The pack includes:
- All 38 lessons of the Slack Consultant guide, with reading progress
- Interactive decision walks and step-by-step sequence steppers
- Inline practice questions and one-click topic practice (6 questions for this lesson)
- An official source cited for every claim
- An AI tutor that answers from the guide
- Unlimited timed practice exams