Daily Digest

2026-02-24 · 1 call · 22m total · deepseek-chat

Executive Summary

### Bottom Line
JD's team is moving forward with a market study for the Verity business line to inform a strategic 'grow or maintain' decision, with the project scope defined and key risks identified.

### Today's Highlights
- **Strategic Assessment:** A market study was kicked off to analyze the life care planning industry and competitive landscape to determine Verity's growth potential.
- **Risk Management:** The primary project risk is securing quality information from external interviews with attorneys and RNs.
- **Stakeholder Alignment:** The study requires careful management of internal dynamics, specifically keeping the protective Verity team leader (Sherry) informed to prevent conflict.

### Watch List
- **External Interview Quality:** The success of the market study hinges on obtaining substantive information from external sources (attorneys, RNs).
- **Internal Stakeholder Management:** Proactive communication with Sherry is required to maintain alignment and avoid internal friction.

Key Themes

Strategic Planning Market Research Risk Identification Stakeholder Management Business Unit Evaluation

Action Items

3 items

Description From Call Assignee Priority
Proceed with the Verity market study, focusing on industry and competitive analysis. Scope & Kickoff for Verity Market Study JD's team high
Conduct external interviews with attorneys and RNs for the market study. Scope & Kickoff for Verity Market Study None high
Keep the Verity team leader (Sherry) informed and involved to manage internal dynamics. Scope & Kickoff for Verity Market Study None medium