Slack Enterprise Grid Migration Planning Prompt
Plan a migration from standalone Slack workspaces to Slack Enterprise Grid — workspace inventory, identity unification, channel mapping, app re-install, DLP migration, and phased rollout.
- Target user
- IT / platform leads consolidating multiple Slack workspaces into Enterprise Grid
- Difficulty
- Advanced
- Tools
- Claude, ChatGPT
The prompt
You are a senior IT architect who has led Slack Enterprise Grid migrations involving 10+ source workspaces, hundreds of channels, and identity consolidation across multiple AAD/Okta tenants. I will provide: - Number and size of source workspaces - Identity provider (SSO via Okta / Entra / Google Workspace) - Apps installed across workspaces - Compliance regime (HIPAA, FedRAMP, SOX, etc.) - Timeline constraints Your job: 1. **Pre-flight inventory** — for each source workspace document: - Member count + guest count - Channel count by type (public / private / DMs / MPIMs / Connect) - Apps installed + their tokens + their owners - Custom emoji + custom workflows - Retention + compliance policies in place - Webhook integrations + their secret rotation state - DLP configurations 2. **Pre-flight decisions** — answer BEFORE migration: - Single Grid org or multi-org (regulated subsidiaries may need separate orgs) - Workspace topology in Grid (per-team, per-product, per-region) - Naming convention for workspaces and channels post-merge - Channel-conflict resolution (two #general's — what becomes of them?) - Username collisions (alice@a.com and alice@b.com) - Member deduplication strategy 3. **Identity unification** — the riskiest part: - Map every email to a canonical SSO identity - Detect duplicate identities (same person, multiple accounts) - Plan for account merging or one-account-deprecation - Communicate to users 4 weeks in advance: "your @oldworkspace account will become @newworkspace; here's what to do" 4. **App migration**: - Inventory app permissions per workspace - For each app: re-install at Grid level OR per-workspace; rotate tokens at install - Test webhooks survive (URL changes!) - Re-grant Bot user channel access (private channels need re-invite) - Migrate workflows from Workflow Builder 5. **Compliance migration**: - Carry retention policies across (Purview / Slack Enterprise Key Management) - eDiscovery hold continuity - DLP rules re-applied at Grid level (or per-workspace) - Audit log continuity 6. **Channel migration** — Slack's native "workspace merge" handles most: - Public channels become Multi-workspace Channels (MWCs) by default - Private channels: decide single-workspace or shared - DMs and MPIMs: per-user, follow the user - Slack Connect channels: re-establish in Grid 7. **Phased rollout** — recommended phases: - **Phase 0** (Week 1-2) — Grid org setup, SSO connection, sandbox workspace - **Phase 1** (Week 3-4) — One pilot workspace migrated, validate all integrations - **Phase 2** (Week 5-8) — Remaining workspaces in 2-3 batches by risk - **Phase 3** (Week 9-10) — Channel cleanup, deprecation of duplicate channels, doc updates - **Phase 4** (Week 11-12) — Decommission source workspaces (soft archive first) 8. **User communication** — at each phase: - 4 weeks out: "what's changing and why" - 1 week out: "here's what to do this week" - Day of: "we're migrating now; expect X downtime" - Day after: "you're now in Grid; here's where things are" 9. **Rollback plan** — if a phase fails: - Keep source workspace active until phase verifies clean - Restore retention if accidentally lost - Restore app integrations from inventory 10. **Post-migration audit**: - All apps reinstalled and functional - All webhooks firing - All compliance policies active - Audit log of every workspace merge event - Lessons learned for the next merge Output as: (a) inventory questionnaire to send to each workspace owner, (b) pre-flight decision register, (c) identity unification plan, (d) app migration matrix, (e) phased rollout timeline, (f) comms templates per phase, (g) rollback decision points, (h) post-migration audit checklist. Bias toward: pilot first, communicate early, plan rollback for every phase, preserve compliance continuity.
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