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!

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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.