CBRM Certification Maintenance Program
The CBRM® certification is good for three years in which practitioners are required to complete professional development goals to further develop skills in Business Relationship Management.
1. Understand CBRM Certification Maintenance Expectations and upload your CBRM certificate and/or digital badge to the CBRM CPD entry.
2. Within the first 90 days of obtaining the CBRM credential, create your BRM Capability and CPD Action Plan and upload the document(s) into My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry
- Conduct assessments utilizing the BRM Competency Model and BRM Maturity Model as a benchmark and create your organization-specific BRM Capability Action Plan.
- Create your Continued Professional Development (CPD) Plan. Discover all of the opportunities available for earning CPDs. The first three-year term requires 180 CPDs, which includes CPDs for the BRMP® and CBRM®. Every three-year term after requires 120 CPDs.
3. Annually, reassess your organization to measure improvement, update your CPD Plan for necessary adjustments, and upload documents in your My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry
- Review your CPD Plan and make any adjustments based on what’s changed for you over the previous year and plans for the next year.
- Write your BRM Capability Impact Report to articulate the value of the BRM Capability and your role to the organization that can be utilized during your organization’s review process. In turn, utilize elements of your organization’s review process to satisfy the elements of the BRM Impact Report. *This is not intended to be extra work so leverage existing content and processes.*
- If you are MBRM, there are unique opportunities in obtaining the CPD requirement with focus on community engagement and development around training / coaching / mentoring / innovation / publication / education.
The BRM Capability Impact Report includes the following:
- Evolve Culture
- Build Partnerships
- Drive Value
- Satisfy Purpose
- Return-on-Investment (ROI) of Continuous Professional Development (CPD)
- Key Learnings from the Year
- Lessons Learned to Carry Forward into the Next Year
All documentation uploaded into your profile is under strict privacy policy regulations.
Click here for instructions on how to add and track CPDs as well as how to upload documentation.
Find out more about the CBRM Certification maintenance requirements and recommended timeline below.
CBRM Certification Maintenance Expectations
Consider printing as a To-Do checklist.
| Time Since Obtaining Certification | Expectation | |
|---|---|---|
| 1-30 Days / 1 Month | ▢ 1. Add CBRM credentials to the following: | ▢ 1. After your Email Signature (ex. John Doe, CBRM) ▢ 2. Online Campus ▢ 3. LinkedIn ▢ 4. Your Resume ▢ 5. Business Card |
| ▢ 2. Complete the Obtaining Your Permissions: CBRM Form to grant permission to BRM Institute to contact you regarding the following: | ▢ 1. CBRM Maintenance Program ▢ 2. Continued Professional Development (CPDs) ▢ 3. CBRM Mentoring Program |
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| ▢ 3. If you are a BRM Institute Professional Member, join BRM communities in the Online Campus to continue to grow your knowledge. | ||
| ▢ 4. Upload your accreditation body credential certificate or digital badge to My Profile > Account > CPD Credits > Certified Business Relationship Manager (CBRM®) Certification entry | Visit APMG’s Candidate Portal and login to view your exam results. | |
| ▢ 5. Download your CBRM digital badge and share with others | ▢ 1. Email Signature ▢ 2. Social Media |
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| ▢ 6. Read the BRM Code of Ethics | ||
| 31-60 Days / 2 Months | ▢ 7. Conduct assessments as a benchmark and complete the RMM Tracker within the BRM Capability and CPD Action Plan | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 8. Complete the BRM Competency Self-Assessment and CPD Plan Tracker tabs in the BRM Capability and CPD Action Plan | Template coming soon! | |
| ▢ 9. Schedule a quarterly reminder to upload your CPDs for the next three years | ||
| 61-90 Days / 3 Months | ▢ 10. Upload documents in My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ▢ 1. BRM Capability and CPD Action Plan |
| 91- 365 Days / 3-12 Months | ▢ 11. Achieve your CPD Plan goals and log them quarterly | |
| 365 Days / 1 Year | ▢ 12. Reassess your organization to measure improvements and impact | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 13. Write a Year One Extended Impact Report of your BRM Capability Action Plan based on the following elements, or whatever annual reporting process your organization requires: | ▢ 1. Value Management ▢ 2. Professional Development return on investment ▢ 3. Key Learnings ▢ 4. Changed Behaviors ▢ 5. Lessons learned to carry forward |
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| ▢ 14. Review your CPD Plan and make any adjustments necessary based on what has changed for you over the previous year and over the next year. Upload it to the CBRM Repository CPD entry. | ▢ 1. CPD Plan | |
| ▢ 15. Upload documents in your My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ||
| 366-1065 Days / 13-35 Months | ▢ 16. Achieve your CPD Plan goals and upload/track your CPDs | |
| ▢ 17. Repeat steps 12-15 to assess your organization and write your yearly Extended Impact Reports or annual organization report for Year Two and Year Three | ||
| 1095 Days / 36 Months / 3 Years | ▢ 18. Validate your CBRM Renewal Certificate was uploaded in your My Profile > Account > CPD Credits > Certified Business Relationship Manager (CBRM®) Certification entry | |
| 1095+ Days / 36+ Months | ▢ 19. Use the Year 3 assessment and Extended Impact Report or annual organization report to create a new three-year BRM Capability Plan | ▢ 1. BRM Competency Model ▢ 2. BRM Maturity Model |
| ▢ 20. Develop a new three-year CPD plan | ▢ 1. CPD Plan | |
| ▢ 21. Upload documents in your My Profile > Account > CPD Credits > CBRM Certification Maintenance Program-Document Repository entry | ▢ 1. CPD Plan ▢ 2. Extended Impact Report or annual organization report ▢ 3. New three-year BRM Capability Plan |
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| Quarterly | ▢ Achieve your CPD Plan goals and upload/track your CPDs | |
| Yearly | ▢ Repeat steps 12-15 to assess your organization and write your yearly Extended Impact Reports or annual organization report for the next year | |
| Click here for instructions on how to add and track CPDs as well as how to upload documentation. |
CPD Guide
The tables below outline key areas of involvement with BRM Institute and estimated CPD hours you may earn through each opportunity.
| CPD Opportunity | CPD Credits/Units |
|---|---|
| Lifelong Learning and Development Course | __________________________________________________ |
| BRM Fundamentals | 6 |
| Business Relationship Manager Professional (BRMP®) Certification | 25 |
| Certified Business Relationship Manager (CBRM®) Certification | 35 |
| Events/Conferences | __________________________________________________ |
| BRMConnect Forum (1-Day Event) | 7 |
| BRMConnect Summit (2-Day Event) | 13 |
| BRMConnect World Conference (3-Day Event) | 22 |
| Non-BRM Institute Offerings | __________________________________________________ |
| External (Non-BRM Institute) Events / Conferences / Courses / Trainings Offerings | Dependent, be prepared to explain how this offering connects to BRM and which competency it supports in your BRM development via the Non-BRM Institute Offering BRM Connection Form |
| Certificate of Experience | __________________________________________________ |
| "On-The-Job" Training | 5/Certificate of Experience |
| Presentations | __________________________________________________ |
| Deliver a presentation about BRM or the results of BRM | 1/Hour |
| BRM Institute Community Involvement* Opportunity | __________________________________________________ |
| Online Campus Activity | Depending on Activity Levels/Year; Light (1-2hrs/month/year) = 2 | Moderate (3-4hrs/month/year) = 4 | Heavy (5+hrs/month/year) = 6 |
| BRM Knowledge Team | 4/Year |
| BRM Community / Working Group Member | 1/Hour Spent with Community |
| BRM Community / Working Group Leader | 2/Hour Spent with Community |
| Working Group Reviewer | 12/Year |
| BRMConnect Storyteller | 6/Year |
| Contributor Network (Blog) | Depending on Article |
| Contributor Network (BRM Body of Knowledge) | Depending on Article |
| Contributor Network (Templates) | Depending on Template |
| Meeting (Non-BRM Institute) | 2/Hour Spent (Leader) 1/Hour Spent (Member) |
| Mentoring | Depending on Mentoring Schedule |
| BRM Knowledge/Research Publications | __________________________________________________ |
| BRM Institute Publication (Reading) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| Non-BRM Institute Publication (Reading) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| BRM Institute Publication (Authoring) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| Non-BRM Institute Publication (Authoring) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| BRM Institute Knowledge Offering (Translating) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| BRM Institute Publication (Translating) | Dependent Publication Size PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| Articles/Whitepapers | __________________________________________________ |
| Article/Whitepaper (Reading) | Dependent Publication Size: PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| Article/Whitepaper (Authoring) | Dependent Publication Size: PDF = 1-99 pages=2 | 100-199 pages=4 | 200-299 pages=6 | 300-399 pages=8 | 400+= 10 Online = 2-10 Provide URL |
| Webinars | __________________________________________________ |
| Webinar Panelist | 5/Opportunity |
| Attending a BRM Institute Webinar | 1 |
| Attending a non-BRM Institute Webinar | 1 |
| Benchmarking Tool | __________________________________________________ |
| Participated in Survey | 1 |
| *CPDs are based on estimated time investments per opportunity. | Additional CPDs may be recorded per each opportunity with proper documentation that demonstrates the additional contributions made. |
| Networking | __________________________________________________ |
| Social Media Following | Twitter=1 | Facebook=1 | LinkedIn=1 |
- CPDs are not awarded for lunch and breaktime during training courses and events.
- Knowledge Providers will not be awarded CPDs for courses/workshop delivery.
- CPDs are not approved for recognition awards, share socially! Coming Soon…Awards will be uploaded into your BRM Institute profile by our Recognition Team.
CBRM Certification Renewal and Revocation
It is the responsibility of the CBRM certification holders to be aware of the timeline and expiration date of their CBRM certification.
- BRM Institute shall issue a 3-year CBRM renewal period to the CBRM certification holders who meet the renewal requirements.
- If the CBRM certification holder fails to meet the CPD requirements and/or fails to respond to BRM Institute requests for additional information during the renewal period, his or her certification shall be revoked.
- If the CBRM certification holder violates the BRM Code of Ethics their certification shall be revoked.
Non-Member Certification Maintenance Fee
The money received through the payment of the $85 Certification Maintenance Fee will be used to cover administrative costs associated with maintaining and auditing the required records. BRM Institute will provide an online CMF payment functionality, but CBRM certification holders will also have the option of mailing the payment by check, along with the proof of their CPD credits.
Click here to submit any questions or recommendations for evolving these expectations or timelines.
