Certified Business Relationship Manager (CBRM®)

July 22 - July 25,  2019                                Atlanta, GA                    Register here

This CBRM will be special. We are fortunate to have Vaughan Merlyn (The Merlyn Group), co-founder of BRM Institute and lead developer of BRMP and CBRM training and certification, to be the lead trainer for this class. No better way to get your CBRM!


No other public offerings currently on the schedule. Please reach out if you’re wanting to schedule a CBRM for your organization, and look for more classes coming out.

In addition to the ongoing public classes that will be offered, this 4 day course can also be given privately for your organization. The 2.5 hour certification exam is typically given on the last part of day 4 (but individuals may take it later). It is open book with a passing grade of 50%. We are pleased to offer this course as an Affiliate of The Merlyn Group.

CBRM® Learning Objectives:

  • The successful candidate will demonstrate deep understanding and ability to perform the Strategic BRM role.  

  • Effectively communicate the purpose and objectives of the Strategic BRM role and how to optimally position that role for maximum effectiveness within the enterprise.

  • Understand how to use their personal power and influence to build business relationships and foster a culture that excels at business value results.

  • Apply the Strategic Relationship Management processes and techniques to build and sustain trust relationships spanning Business Partner and Provider networks.

  • Be able to assess Business Demand Maturity and Business Relationship Maturity and how these evolve over time.

  • Be able to assess Provider Capability Maturity and BRM Competencies and identify areas needing improvement.

  • Be able to apply cross-organization communication techniques to clearly articulate real Provider/business value.

  • Be able to influence executive leaders in their use of Provider Capabilities and Assets based upon potential business value and convergence with business strategy.

  • Promote and catalyze business innovation in the Provider’s sphere of influence.

  • Be able to use the Business Value Management process, techniques and metrics to define, realize and optimize the value of Provider capabilities and assets.

  • Apply Business Partner Experience Management so as to foster a positive Business Partner perception of Provider capabilities as an essential element of building and sustaining trust relationships.

  • Shape strategic agendas for optimum business value, with due consideration of external compliance requirements and potential risks to the business.

  • Understand the implications of Lean/Agile methods for the BRM role and capability.

  • Influence the development and deployment of available Provider capabilities based upon business need and potential to enable or create business value.

  • Apply Business Capability Management to determine and acquire enabling capabilities pursuant to strategic outcomes.

  • Contribute to Business Transition Management in order to foster organizational understanding, support, adoption, and business value results of investments in new business capabilities.

CBRM® Course Outline

BRMP Re-cap

  • Explain the House of BRM, recalling the BRM Core Disciplines, competencies required for the BRM role, and necessary conditions for protecting the integrity of the role.

  • Recall the key BRM concepts, processes, and techniques.

  • Understand the Business Relationship Maturity Model and the Five Relationship Maturity Levels.

Understanding Business Relationship Maturity and Value

  • The Strategic BRM Role and Capability.

  • BRM Impact on Business Value.

  • Introduction to the ACME Leisurewear Case Scenario that is used through the course.

Assessing BRM Context

  • Clarifying Issues.

  • Conducting a Business Demand Maturity Assessment, Business Relationship Maturity Assessment, & Provider Capability Maturity Assessment.

  • Shaping the Business Partner’s experience with the Provider.

  • The BRM role in Service Management.

Optimizing Business Value

  • Formulating and Clarifying Business Strategy.

  • Catalyzing Business Innovation.

  • Business Capability Management, Value Management Planning, & Portfolio Management.

  • Business Transition Planning & Business Value Optimization.