I am very interested in this process Todd.
I really like your layout. Are you able to share any "formal things" about the whole process? I am not asking for Precious, Sensitive or Critical Data.
What I am looking for is the "Forms" that must be filled out during the process before the group chat. Not for the forms, but for the data that is important to the process.
I know this sounds like I am being lazy, I just want to compare things to the way I am going to do things pretty soon. I got a good PFY out of the testing process I use. (Though I had little choice about the "who" in the matter, this time.)
P.S. My PFY is doing Great. He is/was a pure Windows guy, not a zealot though, he hates them as much as I do (GREAT!). Never played with anything but Windows. He is now using putty and the CLI interface to do support our users. I tell the people to go ask for him to fix it, they do, he comes to me when he can't figure it out (like not knowing howto setup a vacation message for a user, versus changing their password at their request).
Most people are immunized, against knowledge transfer. My PFY is not immunized against knowledge transfer, this is good, knowledge is contagious.
*GADS* This is heaven, I absolutely enjoy imparting knowledge, through giving them enough info to figure it out, but not the answer. I'll sit and watch them. Seeing that Light turn on is an awesome sight to behold.