BRM Strategic Alignment and Maturity Roadmapping


Course: BRM Strategic Alignment and Maturity Roadmapping

Components: Interactive Classroom Workshop (24 hours)



As organizations change and grow, various opportunities and challenges will be presented that will impact the relationship between Service Providers and Customers.

In many cases, the challenges related to organizational change can also be managed as opportunities for relationship enhancement through the Business Relationship Management (BRM) practice. A means of ensuring that these relationships survive and thrive in a changing environment it is imperative that a relationship roadmap is identified that can both accommodate and anticipate change. Relationship roadmaps must be recognized and adopted within the culture of the organization and specifically at the leadership level, both on the Service Providers practice leadership side as well as the senior customer representatives.

In order to assist Service Provider and Customer leadership in the creation and sustainment of this culture, Corporate Oasis has established the ‘BRM Strategic Alignment and Maturity Roadmapping’ training program.


Target Environment

This offering is intended for organizations that:

  • Wish to enhance integration of current relationships in order to extend deeper into the Service Provider practice realm of Project Management, Business Analysis, Quality Assurance and Service Management
  • Plan to create a detailed relationship maturity roadmap with milestones with and measurable outcomes
  • Identifying a Service Provider  ‘place at the table’ within the context of both Trusted Advisor and Strategy Partner within the Customer domain


Intended Audience

This course is intended for Service Providers and Customer Representatives that:

  • Work in a ‘Service Provider’ domain (eg: HR, IT, Legal, Accounting, etc)
  • Wish to extend the BRM role and culture deeper into the Service Provider domain of practices
  • Require a means of establishing and managing a relationship roadmap between the Service Provider, the corresponding provider practices, and the Customer Representative(s) at the leadership level 

This course is also recommended for Service Provider Practice Leaders (Service Management, Project Management, Quality Management, etc) that wish to align their practices within the context of a ‘business relationship’ culture



Students will have obtained the equivalent of the ‘Integrated BRM’ class either through experience or directly via the classroom offering. In particular, students have:

  • Established an internal culture of ‘Service Provider – Customer’ relationships
  • Embarked upon the creation of BRM roles, services and a common service language
  • Identified the current relationship maturity level and pain points
  • Already engaged directly in the maturity of a BRM culture
  • Identified areas of value harvesting and potential value leakage
  • Identified relationship gaps between the current state and planned target state
  • Identified a means of measuring relationship quality and anticipate risks
  • Identified and confirmed expectations on both side of the relationship


Learning Objectives and Outline

Students (both Service Providers and Customer Representatives) will obtain the ability to create and manage a culture of ‘business relationship’ at the leadership level and extend this culture into the various Service Provider practices.

The Course will consist of:

  • Key Concepts:
    • BRM Summary overview
    • The BRM Maturity Model and defining a BRM roadmap
    • Integrating BRM with Service Provider and Customer practices
    • Collectively managing relationship Risk and Success
    • Anticipating and managing relationship changes (organizational, individual, etc)
    • Establishing and nurturing a Strategic Partnership relationship
    • An introduction to Quality Management and the Deming Cycle
  • In-Class Workshops (Making It ‘Real’):
    • Collectively building a custom BRM roadmap
    • Managing value and setting expectations
    • Identifying relationship milestone checkpoints
    • Relationship Quality Management: Building on success and learning from the rest
  • Post-Class Deliverables:
    • Student mentoring (1:1 and team)
    • Submission of report to management 

Upon successful completion of the course, the participants will learn:

•   Overview Be able to identify key touchpoints on both side of their respective relationships
•   Advanced Concepts Obtain a deeper understand the skills of a Business Relationship Manager
•   Alignment Identify methods of alignment within the Service Provider practice domains
•   Roadmapping Create, manage and measure the relationship maturity roadmap
•   Change Anticipate and manage relationship changes
•   Quality Establish mechanisms to building on success and manage gaps
•   Leadership Establish and nurture a Strategic Partnership relationship


Classroom Training

The scope of the classroom training includes the following:

  • 24 hours of onsite, instructor-led training
  • Class slide deck
  • Workshop notes, observations and action items
  • Class Templates and Notes
  • In class student / team workshops


Post Classroom Mentoring

Upon completion of the 3 day classroom environment, the students also receive the following:

  • Up to 10 hours of onsite team mentoring post-class within 30 days of the classroom sessions
  • Focus is on further refinement, and understanding, of classroom education pertaining to their role
  • A report is submitted to the education sponsor including:
    • Overview of training topics covered
    • Specific reference by the students regarding their ‘real world’ examples
    • Results from the 10 hours of onsite mentoring
    • Observations and recommendations


Class Material (Physical)

The following material is provided for the students as post-class reference. Note that although these texts provide Business Relationship Management information in the terms of Information Technology, the material is highly portable to any Service Provider domain:


Value and Flexibility

The base price per student is C$1,800.00 however discounted rates are available for larger classes. This can be discussed with your local Corporate Oasis representative. The following outlines the additional value resulting from this offering:

  • Each student will receive a $100 discount coupon for our BRM Professional Certification class
  • Our instructors provide up to 10 hours of complementary mentoring within 30 days of the class
  • Components of your current processes, templates and methodology can be embedded into the training based on the specific needs of each environment
  • All courses are provided in an interactive classroom format by a senior BRM instructor
  • Session schedules can be modified to suit your needs.
  • Discounts available for students who have already obtained the reference textbooks 

The course:

  • Assumes onsite instruction
  • Includes 10 hours of onsite mentoring
  • Conducted over 3 consecutive days


BRM Course Roadmap

The following tables provide an overview of how each course offering relates to the various target audiences:




Call us at 833.767.0920