I think before people start using the word "consensus" they should actually read the one use of that word in the whitepaper.
Consensus is not a thing you achieve before a change, it is a thing that happens after a change.
The BitcoinXT thing is a perfect example of consensus as envisioned in the whitepaper. Someone builds a new version of Bitcoin and puts it out there. The users and miners of Bitcoin vote with their feet (ie: processing power) and reject it, and we move on.
The idea that we need to discuss a change until we achieve consensus is deeply flawed (and the most bearish indicator for Bitcoin to-date IMO). Stop looking for agreement. Just build it, ship it, and see who uses it. Just like Mike and Gavin did, and as Satoshi predicted.
I agree, I think you have a good understanding of how the Bitcoin consensus should work, simple yet elegant.