The Executive Diagnostic and Governance Toolkit
Mastering Modern Pricing Ownership
Score your own function red, amber or green, find out which part is weakest, and walk into the next budget round able to defend what you want to fix. Built for leaders reviewing Pricing and monetisation.
Each order is checked and updated against the latest insights before delivery. That is why access takes up to 24 hours rather than being instant.
| 1 |
You stop guessing where you stand. You finish with a score, not an opinion: every part of your function rated red, amber or green, with the weakest ranked first. Evidence: a Quick Scan for the shape of it, then seven domain assessments of 30 scored questions each, 210 in all, rolled into one scorecard, plus a maturity radar and a current-versus-target gap analysis. |
| 2 |
You can defend the decision. You walk into the budget round with the gap named, the owner named and done defined, instead of a case built on instinct. Evidence: project charter, scope statement, RACI, requirements traceability and work breakdown structure, pre-filled in your domain's language. |
| 3 |
The work actually moves. The month after the decision is already built, so nothing stalls waiting for someone to design a form. Evidence: more than 60 project templates across all five PMBOK process groups, plus runbooks, SOPs, a KPI framework, audit checklists and a risk matrix. 55 to 65 files in total. |
| 4 |
You use it the day it lands. No blank templates to interpret. Every workbook opens with what it is, who uses it, when, how, a 1 to 5 scoring guide, what good looks like, and a worked example you delete and type over. |
The situation this is built for
Advanced systems are being built to analyze data, recommend actions, and optimize outcomes in real time. You’re still responsible for results. But the tools, expectations, and speed of decision-making are changing. Without a clear assessment of your current capabilities, you risk being bypassed — not because you’re wrong, but because you’re unseen. The function you lead is being redefined, and you need to define it first.
Who this is for
Head of Pricing in a mid-to-large B2B organization, responsible for pricing strategy, governance, margin outcomes, and cross-functional alignment with sales, finance, and product. They have deep domain expertise but face increasing pressure to deliver faster, data-driven results with limited resources.
Who this is not for
This is not for consultants selling pricing tools, entry-level analysts, or vendors building automation platforms. It is not for those seeking technical implementation guides or software tutorials.
What you walk away with
- Conduct a comprehensive audit of your current pricing function
- Identify capability gaps in data, decision rights, and execution
- Reinforce your strategic authority in pricing decisions
- Build a forward-looking roadmap aligned with business evolution
- Develop a proactive communication plan to maintain influence
How this maps to your situation
- Diagnose current state
- Identify capability gaps
- Define future vision
- Build execution plan
Before vs. after
What's included with your purchase
- 12 modules with 12 chapters each (144 chapters)
- Downloadable templates and worked examples for every module
- Hand-built implementation playbook delivered alongside course access
- 30-day money-back guarantee
Delivery and format
- Course and learning environment access provisioned within 24 hours of purchase
- Hand-built implementation playbook delivered alongside course access
Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.
Time investment: Approximately 3-4 hours per module, designed to be completed over 12 weeks with reflection and team input between modules.
How this compares to the alternatives
Unlike generic pricing courses focused on theory or tactics, this program is designed specifically for functional owners. It does not teach how to set prices, but how to lead the function. Compared to consulting engagements, it provides a structured, self-driven audit process at a fraction of the cost, with practical tools you retain.
Also included: the full course, for when you want the reasoning behind a finding (12 modules, 144 chapters)
Depth reference. The diagnostic and the templates stand on their own; this is what to read when you want the reasoning behind a finding.
- Define what pricing ownership means in your context
- Map decision rights across product, sales, and finance
- Assess how pricing outcomes are currently measured
- Identify where pricing input is ignored or overridden
- Evaluate your access to strategic planning cycles
- Determine how often pricing sets the agenda
- Review historical examples where pricing led change
- Analyze where pricing was reactive instead of proactive
- Gauge executive confidence in your recommendations
- Assess your team's bandwidth for strategic work
- Document formal and informal reporting relationships
- Summarize the current state of pricing influence
- Evaluate data sourcing and integration practices
- Assess consistency in pricing policy application
- Review segmentation logic and customer classification
- Analyze discount approval workflows and controls
- Measure pricing cycle duration and frequency
- Examine use of historical performance in decisions
- Evaluate alignment between list and net price goals
- Assess transparency of pricing rules to sales teams
- Review exception handling and override frequency
- Determine level of automation in routine tasks
- Analyze feedback loops from sales execution
- Score overall operational maturity on a five-point scale
- Inventory all data sources currently used in pricing
- Identify gaps in customer-level transaction visibility
- Assess timeliness of data availability for analysis
- Map ownership of data systems and access barriers
- Evaluate data quality and consistency across units
- Determine whether cost-to-serve data is available
- Review competitive pricing intelligence sources
- Assess integration between ERP and CRM systems
- Document lag between transaction and reporting
- Evaluate ability to track quote-to-cash outcomes
- Identify manual processes in data aggregation
- Outline ideal data architecture for pricing needs
- Document current pricing approval hierarchies
- Define thresholds for discretionary discounting
- Assess consistency in price increase execution
- Review new product pricing intake process
- Evaluate how market changes trigger pricing actions
- Map escalation paths for pricing conflicts
- Determine how often policies are updated
- Assess use of scenario modeling before decisions
- Review governance of customer-specific agreements
- Evaluate post-implementation reviews of pricing moves
- Identify stakeholders with de facto veto power
- Summarize formal versus informal decision flows
- Assess how pricing is represented in sales planning
- Evaluate finance’s role in setting price targets
- Review product team input on pricing structure
- Identify friction points in quote approval process
- Analyze how sales incentives align with pricing goals
- Assess joint forecasting processes with finance
- Determine frequency of pricing alignment meetings
- Review conflict resolution mechanisms in disputes
- Evaluate whether sales understands pricing rationale
- Map information flow between pricing and operations
- Assess product lifecycle planning integration
- Document instances where pricing was overruled
- Review recent pricing recommendation presentations
- Assess clarity of financial impact in proposals
- Evaluate use of customer value language in messaging
- Determine how risk is communicated in trade-offs
- Analyze executive response to past pricing asks
- Improve data visualization for non-expert audiences
- Structure narratives around business outcomes
- Tailor messaging for finance versus sales audiences
- Incorporate competitive context in recommendations
- Use customer segmentation to justify differentiation
- Frame price changes as strategic enablers
- Build templates for consistent insight delivery
- List all active and proposed pricing initiatives
- Assess each initiative's expected margin impact
- Evaluate resource requirements for implementation
- Determine cross-functional dependencies for success
- Score initiatives on strategic alignment
- Assess ease of measurement and tracking
- Identify quick wins versus long-term plays
- Review past initiative success and failure rates
- Prioritize based on effort versus impact matrix
- Align top initiatives with executive priorities
- Document assumptions behind each forecast
- Create a 90-day action roadmap
- Audit team composition and role definitions
- Assess proficiency in data analysis and modeling
- Evaluate understanding of competitive dynamics
- Determine fluency in sales process constraints
- Review financial acumen across the team
- Assess ability to manage complex negotiations
- Identify gaps in system and tool expertise
- Determine need for external expertise
- Evaluate change management and influence skills
- Assess capacity for continuous improvement
- Review training and development investments
- Map capabilities against future-state requirements
- Describe pricing’s role in a three-year scenario
- Define ideal decision speed and cycle time
- Specify desired level of automation adoption
- Outline expected integration with sales tools
- Set targets for pricing compliance and adherence
- Define success metrics for the pricing team
- Specify required data infrastructure maturity
- Describe ideal team structure and skills
- Articulate pricing’s contribution to innovation
- Establish vision for real-time price responsiveness
- Define how pricing drives customer segmentation
- Envision pricing as a strategic growth partner
- Sequence initiatives from assessment findings
- Estimate time and personnel requirements
- Identify necessary system or tool investments
- Determine training and upskilling needs
- Secure executive sponsorship for key moves
- Build business case for resource expansion
- Define milestones for capability upgrades
- Create communication plan for transformation
- Engage HR for role design and hiring
- Align roadmap with annual planning cycle
- Establish budget requirements for implementation
- Document dependencies on IT and data teams
- Identify key stakeholders in pricing outcomes
- Assess each stakeholder's pain points and goals
- Determine their perception of current pricing value
- Map their influence on pricing decisions
- Design tailored outreach and listening sessions
- Incorporate feedback into initiative design
- Create shared metrics with sales and finance
- Build joint problem-solving forums
- Celebrate co-owned wins publicly
- Address misinformation or skepticism directly
- Develop advocates within peer functions
- Establish ongoing feedback mechanisms
- Compile findings into a leadership briefing
- Present maturity assessment and roadmap
- Secure commitment to next-phase actions
- Define quarterly review cadence for progress
- Establish metrics to track influence growth
- Plan for continuous capability reassessment
- Institutionalize pricing input in key processes
- Document lessons from the evaluation journey
- Update team charter and mission statement
- Communicate vision across the organization
- Schedule annual ownership refresh assessment
- Commit to personal development as pricing leader
Frequently asked
Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.
Thousands of organisations have bought from The Art of Service since 2000.