Worksheet · B2C: Consumer Pricing Health Check
Write the guardrails for routine price changes
It prints on A4 with room to write.
Decisions made in this week's trading meeting get reversed next month. This sheet writes guardrails so routine changes happen without a meeting, and lists the analysis a bigger change must carry. It builds the Competent step of the check:
Price and promo decisions follow a documented process with the analysis attached.
Step 1. Routine or not
| Change type | Routine if | Approved by | Else goes to |
|---|---|---|---|
| e.g. Price change on one product | Within 5%, and inside the competitor position | Category manager, no meeting | Monthly pricing meeting |
| Price change on one product | |||
| Price change across a category | |||
| New promotion | |||
| Markdown | |||
| Price match beyond the rule |
Step 2. What a non-routine change attaches
- The reason, in one line
- Expected units and margin, with and without the change
- The elasticity used, and where it came from
- Our position against competitors, before and after
- Channels affected
- The date we will look at the result
Step 3. The log
| Date | Change | Routine? | Approved by | Analysis attached? | Result at review |
|---|---|---|---|---|---|
Done when: price and promotion decisions follow the written process, and every non-routine decision carries its analysis.
Adapted from our own pricing framework (EY-PJP, 2018).
From the B2C: Consumer Pricing Health Check. Your report links the sheet for each of its moves.