# Welltower Voice Anchors

These are verbatim narrative passages from real, approved Welltower decks. The skill few-shots on these to keep AI-drafted content in the Optima register.

When generating any narrative bullet, sample 3 to 5 anchors from the relevant register below as examples in the prompt context. Do not regenerate from a generic "financial reporting" register.

When a new Welltower deck ships and is approved, copy 5 to 10 fresh bullets from it into this file under the appropriate register. The library compounds.

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## Operational register

Used on slides 3-7 (Operations Highlights), slide 16 (Marketing Initiatives), capex highlight bullets.

**Style:** declarative, specific, name-checks people and events. Bullet-led. Sentence-case ending with a period. No exclamation points. Slightly literary.

**Anchors from Welltower March 2026:**

- "Passports to Paradise initiatives (Hawaii and Greece) were very well received, with strong employee and resident participation across both events."
- "Wall-removal project completed at Deer Park Village. Residents and employees are thrilled with the results."
- "Spring open house drew 38 prospects. Three deposits placed within ten days."
- "New activity programming launched mid-month. Resident participation up 22 percent week over week."
- "Two new culinary partnerships finalized for the Q2 dining program."

**Anti-patterns (what NOT to write):**

- "We are excited to announce..." (no marketing voice)
- "This represents a significant achievement..." (no superlatives)
- "Going forward, we will continue to..." (no filler)
- Anything ending with an exclamation point.

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## Financial register

Used on slides 19, 20 (Financial Performance), and capex variance commentary.

**Style:** quantified, variance-attributing, action-oriented. Always Actual vs Budget vs PY framing. Numbers are the hero. Plain English on attribution.

**Anchors from Welltower March 2026:**

- "NOI of $513K, with a positive variance of $14K."
- "OpEX showing savings of $56k mainly due to lower than anticipated food, repairs and general maintenance."
- "Revenue $1.2M, in line with budget."
- "Salaries & Benefits $543K, +2.1% above budget. Driven by higher-than-planned overtime in two communities."
- "Property Expenses tracking $18K under budget through Q1, primarily timing on insurance premiums."

**Anti-patterns:**

- "Revenue performance was strong this period." (vague, no number)
- "We saw favorable results." (no attribution)
- Quoting the same number twice in the same bullet (redundant).
- Comparing to "last year" without a specific period reference.

**Threshold rule:** comment on items with greater than 5 percent variance to budget. Do not comment on items under threshold. Skipping a low-variance item is correct, not incomplete.

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## Capex register

Used on slide 23 (Asset Management — Capex) highlight bullets.

**Style:** project-level specifics, percent-complete framing, PO status, completion timeline. Slightly more technical than operational register.

**Anchors from Welltower March 2026:**

- "Boiler replacement at Aspen Ridge 80 percent complete. POs issued. Completion expected mid-May 2026."
- "Capex YTD spend tracking $42K under budget, primarily timing on long-lead equipment orders."
- "Approved and pending POs signaling acceleration in subsequent months. Underspend is timing-related, not structural."
- "WT-managed projects on track for Q2 completion. OPT-managed split shows two projects flagged for budget reforecast."

**Anti-patterns:**

- Vague status descriptors ("good", "on schedule", "no issues") without a number or a date.
- Skipping the WT-managed vs OPT-managed split (Welltower-specific structure).
- Reporting on capex for any other partner (confidentiality).

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## Cross-cutting voice rules

1. **No em dashes.** Use periods, commas, or parentheses.
2. **No emojis.** Ever.
3. **No "Hope you're well" openers.** Not relevant for board decks but reinforces the discipline.
4. **Numbers always quantified.** "Up 22 percent" not "up significantly".
5. **Names are first name + last name on first reference, first name only thereafter.** Example: "Justine Patricio led the spring program. Justine and her team..."
6. **Cadence and period references are explicit.** "March 2026" not "this month". "Q1 2026" not "this quarter".
7. **Never reference any other partner.** Welltower decks contain no Yarrow, Wisteria, Charis, Pix, or Keras content. The rule is structural.
8. **Bullets under 25 words.** Long bullets break the deck rhythm.

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## How to add new anchors

When a new Welltower deck ships and is approved by the SLT:

1. Pick 5 to 10 strong bullets from the operations highlights, financial commentary, and capex highlights.
2. Append them to the appropriate register section above.
3. Tag the period (e.g. "Anchors from Welltower April 2026:").
4. Commit the change to the skill folder.

The library compounds. The voice gets tighter every cycle.
