BRM Job Shadowing Evaluation Checklist

Author(s): Carlene McCubbin, Alec Bradford

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Use this template in conjunction with Info-Tech’s blueprint, Improve Business Satisfaction by 10% Through Business Relationship Management, to evaluate the outcomes of a Business Relationship Management Job Shadowing Program. Included in the document are:

  • An email template to send to the Business Partner following the job shadowing.
  • Evaluation checklist templates to be completed by the Business Relationship Manager and the Business Partner.

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