"Jon Baxter has been a fantastic thought-partner in the development of the CBRM training materials for Business Relationship Management; he has provided many important insights based on deep practical experience." Vaughan Merlyn, Principal and BRMI Co-founder, The Merlyn Group.
The Certified Business Relationship Manager (CBRM®) Qualification is intended for the intermediate-to-advanced Business Relationship Manager and focuses on advancing the candidate to the role of Strategic Business Relationship Manager.
Leverage and Drive Value for the Enterprise. The benefit of doing this course is that the candidate will be equipped with the methodologies and techniques that eliminate the barriers to value creation. This enables to position the BRM at the strategic heart of the organisation.
To pursue the CBRM® certification, a candidate must be a certified Business Relationship Management Professional (BRMP®). The CBRM course is four days long, excluding the exam. This is onsite class only, organised either by Baxter Thompson Associates or booked per corporate client.
The exam is based on a case study with 4 questions over 2.5 hours that is taken online. CBRM certification will be granted by the Business Relationship Management Institute (BRMI) for three years upon successfully passing the exam. Continued CBRM certification after three years will depend on acceptable professional development training and experience, validated by BRMI and a fee paid on the third anniversary of the exam to BRMI.
CBRM® Course Outline
- Course Introduction
- Course objectives
- Course structure
- Introduction to the scenario-based exam
- 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
- Conducting a Business Relationship Maturity Assessment
- Conducting a 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
- Summary and CBRM Exam Preparation
- Course Summary
- CBRM Syllabus Review
- Format and structure of the CBRM® Practitioner Exam
- Exam hints and tips
- Sample Exam
CBRM® Learning Objectives
The successful candidate will demonstrate deep understanding and ability to perform the Strategic BRM role. Specifically, the candidate will:
- 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 might evolve over time
- Be able to assess Provider Capability Maturity and BRM Competencies and identify key areas needing improvement
- Be able to apply cross-organization communication techniques to clearly articulate real Provider/business value delivered to the organization
- 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
- 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® Training Pre-requisites
Certified Business Relationship Manager® (CBRM®) is an intermediate-level Practitioner certification. While no prior/minimum professional experience is required to pursue the CBRM® designation, to enroll in the CBRM course and sit on the corresponding certification exam, CBRM certification candidates must demonstrate (e.g. by submitting a copy of their official BRMP® certificate) that they have earned BRMP® certification. Digital copies of the official BRMP® certificates are available to the BRMP certification holders via APMG Certificates Portal.
CBRM certification candidates must agree to the CBRM Code of Ethics and Professional Conduct. Breaches to the CBRM Code of Ethics and Professional Conduct may be considered as a valid cause for certification revocation.
CBRM® Certification Maintenance and Renewal Requirements
To maintain their CBRM® certification, BRM practitioners are required to continuously develop and update their professional and interpersonal skills. To promote the ongoing learning and help track individual professional development progress, a Professional Development Units (PDU) based tracking scheme is incorporated in the CBRM® certification lifecycle.
CBRM® certification is granted for a 3-year period over which the certification holders are required to:
Complete the minimum of 40 PDUs every year (120 PDUs total over the 3-year certification period).
Pay the Certification Maintenance Fee (CMF) of $85 on the third anniversary of their CBRM certification. The CMF fee is waived for current Professional BRMI members.
Discover more on our unique framework - Reconnaissance for IT®