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Slack Connect Agreement for an External Partner Channel

Structured brief

Set expectations for a shared channel with clients or vendors.

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Write a short working agreement for a shared Slack channel with an outside organisation, under 300 words and suitable for pinning, plus a first-day welcome message. Our organisation and the partner: [OUR_ORG_AND_PARTNER]. Purpose of the channel: [PURPOSE]. People on each side and their roles: [PEOPLE]. Information that may and may not be shared in it: [DATA_RULES]. Response expectations: [RESPONSE_EXPECTATIONS].

Include purpose and scope, who may invite others, what belongs in the channel and what goes by email or ticket, response times and working hours in both time zones (no promises of availability beyond them), how to escalate, how to handle confidential or personal data, naming and archiving, and what happens when the project ends. Both sides should be able to agree to the text in one meeting, in plain language. Messages may be visible to administrators of both workspaces and may be retained. Check contract terms, data protection rules and our security policy before opening the channel, because Slack settings do not replace agreements [VERIFY with legal and IT]. Add an offboarding checklist: archive the channel, remove external people, and save decisions in a shared document.

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