Jeffrey, we’ve all heard from Brian with regard to his experiences on this matter ... he wrote a book on it, after all ... but what about yours?   Since you have done this “for three different organizations now, and soon to be four,” I would call that serious boots-on-the-ground experience.   (Not to imply that Brian doesn’t have the same ... we know better.)   The foot-soldier that I would really like to hear from now ... is you.

(Hang on a sec, let me grab my bag of popcorn ...)   To start with, how would you answer your own questions?   What worked, and what didn’t?   What would you count as “a mistake, not to be repeated,” and what as “a goodness, that I would like to improve upon, or at least, manage to do again?”