# Welltower Monthly Report — Slide-by-Slide Spec

This is the structural specification for the 24-slide Welltower Monthly Report. Each slide entry below describes the layout, the content elements, and the data contract that feeds it.

The build script `scripts/build_deck.py` reads this spec implicitly via the `config.json` slide_structure array and the data contracts in `data_contracts.md`.

---

## Slide 1 — Cover

**Layout:** Dark navy full-bleed with right-side chevron. Optima wordmark top-left.

**Content:**
- Title: "Welltower Monthly Report"
- Subtitle: "{Month} {Year}" (e.g. "March 2026")
- Footer: "Prepared by Optima Living · {ship date}"

**Data contract:** none. Pure config.

---

## Slide 2 — Agenda

**Layout:** Light pale-wash background. Eyebrow + title + numbered 4-row agenda list.

**Content:**
- Eyebrow: "AGENDA"
- Title: "{Period}"
- Four numbered rows: "01. Operations", "02. Sales and Occupancy", "03. Financial Performance", "04. Asset Management"

**Data contract:** none.

---

## Slides 3-7 — Operations Highlights (one per community)

**Layout:** Light bg, eyebrow + title + 3-5 narrative bullets + optional photo or sidebar.

**Content per slide:**
- Eyebrow: "OPERATIONS HIGHLIGHTS"
- Title: "{Community Name}"
- 3-5 bullets in operational register (warm, specific, name-checks people and events)
- Optional: water-related incident callout if applicable

**Data contract:** `operations.{community_id}` from `01_operations_highlights.md`. Each community is a section in the source markdown. The skill rewrites bullets in the Optima register if input is rough.

**Voice anchor:** see `voice_anchors.md` section "Operational register".

---

## Slide 8 — HR Labour Relations

**Layout:** Light bg, title, multi-row table.

**Content:** Table of active labour relations items. Columns: Community, Date, Topic, Status, Owner, Notes.

**Data contract:** `hr.labour_relations` from `02_hr_labour_relations.xlsx`. If empty, render "No active labour relations items this period." in a centered card.

---

## Slide 9 — HR Leadership Snapshot

**Layout:** Light bg, title, 5-row table (one per community).

**Content:** Table. Columns: Community, GM, GM Status, SLT Position Filled, Vacancies, Annualized Turnover %.

**Data contract:** `hr.leadership` from `03_hr_leadership_snapshot.xlsx`.

---

## Slide 10 — Occupancy by Community

**Layout:** Light bg, title, dense cross-tab table.

**Content:** Table by community with: Total Suites, Care Level breakdown (AL/MC/IL/SL Funded), Budget Occ %, Actual Occ %, Variance %, Trailing 1mo/3mo/12mo, Net Future Activity.

**Data contract:** `occupancy.communities` from `04_occupancy.xlsx`.

**Note:** "Net Future Activity" is Welltower-specific. Do not surface this column on any other partner's deck.

---

## Slide 11 — Vacancy by Care Level and Suite Type

**Layout:** Light bg, title, cross-tab table.

**Content:** Total Suites x Vacant x Studio x 1-bed x 1-bed+den x 2-bed.

**Data contract:** `vacancy` from `05_vacancy.xlsx`.

---

## Slide 12 — Futures (Signed Leases)

**Layout:** Light bg, title, table by community x scheduled month.

**Content:** Each community's signed-lease pipeline by scheduled move-in month, next 6 months.

**Data contract:** `futures` from `06_futures.xlsx`. Aggregated by community and scheduled month.

---

## Slide 13 — Projections (Four-Month Forward)

**Layout:** Light bg, title, multi-row table per community.

**Content:** Per community, 4-month forward projected occupancy % and suite count.

**Data contract:** `projections` from `07_projections.xlsx`.

---

## Slide 14 — Sales Metrics

**Layout:** Light bg, title, funnel table for current month + trailing 3 + previous 3.

**Content:** Table. Columns: Community, Leads, Tours, Move-ins, Move-outs, PMI %. Three column groups for periods.

**Data contract:** `sales` from `08_sales_metrics.xlsx`.

---

## Slide 15 — Marketing Campaign Highlights

**Layout:** Light bg, title, 4-6 image gallery.

**Content:** Selected creative thumbnails from the marketing folder.

**Data contract:** `marketing.creative` from `09_marketing_creative/` folder. Skill picks up to 6 strongest images. If fewer than 4 available, render "Limited campaign creative this period." with whatever is available.

---

## Slide 16 — Marketing Initiatives

**Layout:** Light bg, title, narrative paragraph + 3-5 tactical bullets.

**Content:** AI-rewritten initiatives narrative in Optima register.

**Data contract:** `marketing.initiatives` from `10_marketing_initiatives.md`.

**Voice anchor:** see `voice_anchors.md` section "Operational register".

---

## Slide 17 — Google Ads Performance

**Layout:** Light bg, title, table.

**Content:** Per community: Spend, Clicks, Leads, CPL, Conversion %.

**Data contract:** `google_ads` from `11_google_ads.csv`.

---

## Slide 18 — Marketing Metrics — Leads and Sources

**Layout:** Light bg, title, table + small chart.

**Content:** Per community lead count by source (Web, Phone, Walk-in, Referral, Other).

**Data contract:** `marketing.metrics` from `12_marketing_metrics.xlsx`.

---

## Slide 19 — Financial Performance — Month

**Layout:** Light bg, title, 4-line summary stat row + variance commentary bullets.

**Content:**
- Top: 4 stat tiles — Revenue, S&B, OpEx, NOI — each showing Actual / Budget / Variance / Variance %.
- Below: 3-5 AI-drafted commentary bullets in financial register, applying the >5% variance threshold rule.

**Data contract:** `financials.month` from `13_financials_month.xlsx`.

**Voice anchor:** see `voice_anchors.md` section "Financial register".

---

## Slide 20 — Financial Performance — Year to Date

**Layout:** Same as slide 19.

**Data contract:** `financials.ytd` from `14_financials_ytd.xlsx`.

---

## Slide 21 — Appendix A — Site-Level Financials (Month)

**Layout:** Light bg, title, dense cross-tab table.

**Content:** Communities as columns. P&L line items as rows. Each cell shows Actual / Budget / Variance.

**Data contract:** `financials.site_level_month` from `15_site_level_month.xlsx`.

**Note:** Welltower is the only partner that gets site-level P&L. Confidentiality is structural.

---

## Slide 22 — Appendix B — Site-Level Financials (YTD)

**Layout:** Same as slide 21.

**Data contract:** `financials.site_level_ytd` from `16_site_level_ytd.xlsx`.

---

## Slide 23 — Asset Management — Capex

**Layout:** Light bg, title, table + horizontal bar chart + 3 highlight bullets.

**Content:**
- Categorized cost table (Maintenance / Improvement / WT-managed / OPT-managed)
- YTD bar chart showing budget vs actual vs PO status
- 3 AI-drafted bullets in capex register

**Data contract:** `capex` from `17_capex.xlsx`.

**Note:** WT-managed vs OPT-managed split is Welltower-specific. Do not surface this on any other partner's deck.

**Voice anchor:** see `voice_anchors.md` section "Capex register".

---

## Slide 24 — Closing

**Layout:** Dark navy with chevron. Brief closing.

**Content:** "Prepared by Optima Living. {Period}." Optional 1-line summary.

**Data contract:** none.

---

## Slide-level rules

1. **Every data slide validates against the intermediate JSON.** Foot-and-tie is structural.
2. **Every narrative bullet anchors on `voice_anchors.md`.** Generic financial-bulletin tone is forbidden.
3. **Every slide uses Arial.** No mixed type.
4. **Every dark slide carries a chevron decoration.** Title and closing only.
5. **Every light slide has the eyebrow + title + subtitle stack at top-left.** Consistent margins.
6. **Page number footer on every slide except cover and closing.** Format: `{n} / 24`.
7. **Variance commentary threshold:** comment on items with >5% variance to budget. Skip items under threshold.
