A decision template for choosing between current pricing and redesigned price and package options. It uses reconciled transaction evidence, scenario economics and a scored comparison an investment committee can challenge.
The 13 sections
The asset sets out the decision and when to use it, along with the US and UK fee-transparency rules that may apply. It lists the required inputs, with fallbacks for missing data, and gives a step-by-step method with written formulas and scoring anchors. It also covers diagnosis of the current state, option types and the business case structure, and a recommended operating design with roles and discount approval bands. Execution, governance and measurement are set out in tables. A fully worked synthetic case comes with a failure case and a committee simulation, and the worksheets are ready to copy.
- Purpose and decision
- Context and applicability
- Inputs and evidence
- Definitions and assumptions
- Method and analytical logic
- Current-state assessment
- Options and business case
- Recommended design
- Execution and activation
- Governance and risk
- Measurement and benefits
- Worked example and practice
- Working tools and references