Management Training in Cascais

Lean is a methodology focused on maximizing value while minimizing waste in processes.

This instructor-led, live training (online or onsite) is aimed at intermediate-level banking and process management professionals who wish to apply Lean and Agile tools to improve efficiency in managing requirements, projects, and operational processes.

By the end of this training, participants will be able to:

• Understand and apply Lean principles in the context of banking processes.
• Use Lean tools to optimize requirements gathering and project execution.
• Implement and manage Kanban boards for effective workflow management.
• Identify and eliminate waste in banking and service-oriented processes.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on application of Lean and Agile tools in case-based scenarios.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Cascais (online or onsite) is aimed at beginner-level HR professionals and managers who wish to gain foundational knowledge in leveraging AI to optimize HR processes, enhance employee experiences, and make data-driven strategic decisions.

By the end of this training, participants will be able to:

• Understand the potential and applications of AI in HR management.
• Learn how to optimize HR processes using AI tools.
• Enhance employee experience through AI-driven strategies.
• Use AI insights to make strategic HR decisions.

This instructor-led, live training in Cascais (online or onsite) is aimed at beginner-level HR professionals who wish to understand and implement optimized HR processes that align with fast-paced, agile environments, and leverage automation and data-driven strategies for better decision-making.

By the end of this training, participants will be able to:

• Design and implement efficient HR processes that align with the fast-paced, agile tech environment.
• Streamline core HR processes and leverage automation tools.
• Ensure alignment of HR strategies with business objectives to support scalability and continuous improvement.

Handling Difficult Clients and Conflict Resolution for Improved Customer Satisfaction is a comprehensive course designed to strengthen communication, empathy, and conflict management skills in customer-facing professionals.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to effectively handle difficult clients, resolve conflicts constructively, and enhance customer satisfaction through structured follow-up and evaluation practices.

By the end of this training, participants will be able to:

• Identify the root causes of client dissatisfaction and conflict situations.
• Apply emotional intelligence principles and communication strategies to defuse tension.
• Resolve customer complaints effectively while preserving business relationships.
• Conduct service evaluations and implement customer satisfaction surveys to measure improvement.

Format of the Course

• Interactive lecture and discussion.
• Role-playing, simulations, and real-world case studies.
• Hands-on exercises for communication and conflict resolution techniques.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

Kaizen is a structured approach to continuous improvement focused on small, incremental changes that eliminate waste, improve quality, and increase efficiency.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to apply Kaizen principles across multiple departments to improve process discipline, communication, waste elimination, and staff engagement.

By the end of this training, participants will be able to:

• Understand the foundational principles of Kaizen and its relationship with Lean.
• Apply tools such as 5S, root cause analysis, and visual management to reduce inefficiencies.
• Foster a culture of structured problem-solving and team-based improvements.
• Implement Kaizen initiatives across key operational and support areas.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.
• Hands-on implementation in a live-lab or workshop environment.

Course Customization Options

• To request a customized training for this course, please contact us to arrange.

This instructor-led, live training in Cascais (online or onsite) is aimed at organization leaders who wish to learn how to drive change within organizations by implementing effective change leadership strategies.

By the end of this training, participants will be able to:

• Understand the effect of change leadership on individuals, teams, and organizations.
• Apply planning practices to organizational change efforts.
• Effectively drive organizational change through change leadership.

The training is designed to help anyone who is thinking of implementing or working on a balanced scorecard project

This instructor-led, live training in Cascais (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level professionals who wish to find, attract and engage with international candidates.

By the end of this training, participants will be able to:

• Understand Cultural Differences
• Understand Legal & Regulatory Aspects
• Apply Global Employer Branding
• Have Access to Global Talent & Recruitment Channels

This instructor-led, live training in Cascais (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level professionals who wish to discover, learn and transform into a today's top leaders; or companies who wish to train their managers to become today's top leaders.

By the end of this training, participants will be able to:

• Evaluate their Leadership Style
• Explore the Modern Leadership Prototype
• Examine the Responsibilities of a Leader
• Enhance their Leadership Skills
• Serve as a Role Model

A highly participative course involving individual and group discussions and skills practice to enable delegates to share ideas and develop their skill levels.

Audience

Anyone who is looking to enhance their assertiveness skills

Aim

This course aims to raise confidence and increase the delegate’s ability to communicate confidently and assertively with colleagues and customers.

Objectives

By the end of the programme the participants will:

• Understand and overcome the barriers to being assertive
• Recognise behaviour traits within yourself and others and learn effective strategies for managing them
• Communicate effectively with a wide range of people to achieve a win-win situation wherever possible
• Effectively manage difficult situations.

This course is created for people who need to combine Agile (notably SCRUM), with Lean and Kanban togather to manage their projects.

It combines the worlds of product design and software design.

This instructor-led, live training in (online or onsite) is aimed at team leaders and middle managers who want to adopt AI safely and effectively by addressing the human factors that drive success: trust, accountability, decision habits, and psychological safety.

By the end of this training, participants will be able to:

• Define when to use AI and when not to (stop rules).
• Verify AI outputs with practical standards (red flags, second source).
• Set accountability and escalation triggers.
• Build team agreements and a 30-day adoption plan.

AML/CTF Governance and Risk Oversight is a strategic training program focused on strengthening organizational resilience against financial crime through effective governance, risk management, and regulatory alignment.

This instructor-led, live training (online or onsite) is aimed at intermediate to advanced-level Board Members, Senior Executives, Compliance Officers, AML Officers, and Risk Professionals who wish to use structured AML/CTF frameworks to enhance oversight, reduce regulatory exposure, and protect institutional reputation.

A customer care strategy plays an important role in building customer satisfaction, helping you to retain loyal customers and increase levels of repeat business.  Through good customer service you gain the client’s trust, enhance the company’s image and strengthen your competitive advantage in the market. This course focuses on strategies and skills for building lifelong customer relationships by developing valuable and effective customer-care strategies.  Satisfied customers may, through conversations and story-telling, become voluntary ambassadors for your company and are highly likely to recommend your services to others.  This workshop will also help participants communicate effectively, appropriately and clearly in all situations.

OBJECTIVES

• Developing competencies in the area of professional customer care
• Increasing the efficiency of communication with customers
• Attaining the knowledge of how to get to the underlying needs and expectations of customers
• Building strong and sustainable relationships with clients
• Expanding the positive image of the company in the market
• Identifying, reducing, and overcoming objections and barriers
• Learning about personalities and communication preferences when dealing with clients
• Establsihing the ability to create an open environment for communication
• Developing skills to communicate clearly and effectively
• Identifying barriers to effective communication
• Mastering body language and non-verbal communication

METHODS

• Role-playing
• Self-assessment tests
• Exercises in groups
• Individual work
• Practice sessions
• Lectures
• Discussions

LEARING OUTCOMES

At the completion of this course, participants will be able to:

• Adopt a focused customer care strategy
• Identify key customer issues
• Build the professional image of the company
• Adapt to specific customer behaviour styles
• Increase customer loyalty through exceptional customer service
• Develop communication abilities with clients
• Use techniques to build relationships
• Develop a personal action plan to improve customer service skills
• Show gestures of generosity and high quality customer care
• Use techniques to deal with difficult situations
• Recognise barriers to the delivery of outstanding customer service

Audience:

This course is designed for all staff requiring a wider view of the Change Process to get the best results for their part of the business

Format of the course

A combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and Case Studies

At the end of this course, attendees will be able to:

• Explain the basic Change Strategies that underpin the planning for change in an organisation
• Understand the use and application of the 9 Change Principles
• Construct a Change Plan suitable to their part of the business

This intensive one-day course equips senior managers and decision-makers with the tools, strategies, and confidence to lead organizational change initiatives effectively. It addresses both the technical and human sides of change, ensuring participants can navigate resistance, inspire commitment, and deliver sustainable transformation. By combining theory, real-world case studies, and practical exercises, participants will leave with a clear roadmap to initiate, manage, and embed change within their organizations.

This instructor-led, live training in Cascais (online or onsite) is aimed at business managers, IT managers, and risk and compliance managers who wish to implement the COBIT framework to optimize IT governance and management.

By the end of this training, participants will be able to design, develop, implement, monitor, and enhance IT governance and management using COBIT principles and methods.

By the end of the course, delegates will be able to:

• Appreciate the need to manage their own behaviour before they can influence others’ behaviour
• Understand the strengths and weaknesses of the various communications media available
• Manage their internal and external customers and stakeholders

Format of the course

The course will be a highly-interactive combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and
• Case Studies

This instructor-led, live training in Ottawa but can be delivered, it is aimed at managers and leaders who wish to strengthen their ability to lead difficult conversations with clarity, confidence, and accountability.

By the end of this training, participants will be able to:

• Structure high-impact conversations
• Address tension and misalignment constructively
• Improve team trust and accountability
• Lead with clarity under pressure

This instructor-led, live training in Cascais (online or onsite) is aimed at current CTOs and upcoming CTOs such as technical directors or technical managers who wish to acquire the technical and managerial perspective needed to be an effective CTO.

By the end of this training, participants will be able to:

• Hire and lead a vibrant and innovative technical team.
• Effectively adopt and manage the technology needed to develop great products.
• Apply useful techniques and strategies for managing products and projects.
• Scale the company business and move it in the right direction.

By the end of this training, participants will be able to:

• Develop a stronger idea on the different approaches towards contemporary delivery of learning.
• Able to link the current delivery to new and fresh approaches in learning delivery.
• Devise an adaptive and proactive curriculum that would maximize digitization and all its benefits.
• Lead the organization in the application of digital transformation towards learning

Format of the Course

• Instructor Led Training through Online Delivery
• Interactive Planning with Outputs
• Digital Icebreakers
• Course Works

Course goal:

To ensure that an individual has the core understanding of GRC processes and capabilities, and the skills to integrate governance, performance management, risk management, internal control, and compliance activities.

Overview:

• GRC Basic terms and definitions
• Principles of GRC
• Core components, practices and activities
• Relationship of GRC to other disciplines

This course provides a clear, practical understanding of the Incoterms® 2020 rules, how they define the responsibilities of buyers and sellers in international trade, and how to apply them correctly in real-world transactions. Through interactive discussions and case studies, participants will learn how to select the right Incoterm for their needs, avoid common mistakes, and ensure smooth, dispute-free shipments.

Overview

Across the globe regulators are increasingly linking the amount of risk taken by a bank to the amount of capital it is required to hold and banks and financial services are increasingly being managed on risk-based management practices. The banks, their products, the regulations and the global market are becoming increasingly complex, driving ever greater challenges in effective risk management. A key lesson of the banking crisis of the last five years is that risks are highly integrated and to manage them efficiently banks have to understand these interactions.

Key features include:

• the explanation of the current risk-based regulations
• detailed review of the major risks faced by banks
• industry best practices for adopting an enterprise approach to integrating risk management across an entire organisation
• using governance techniques to build a group wide culture to ensure everyone takes an active role in managing risks in line with the banks strategic objectives
• what challenges could be faced by risk managers in the future.

The course will make extensive use of case studies designed to explore, examine and reinforce the concepts and ideas covered over the five days. Historical events at banks will be used throughout the course to highlight how they have failed to manage their risks and actions that could have been taken to prevent loss.

Objectives

The objective of this course is to help bank management deliver an appropriate integrated strategy for managing the complex and changing risks and regulations in today’s international banking environment. Specifically this course aims to give senior level management an understanding of:

• major risk within the financial industry and the major international risk regulations
• how to manage a bank’s assets and liabilities whilst maximising return
• the interaction between risk types and how banks use an integrated approach for their management
• corporate governance and the best practice approaches to managing the diverse interests of the stakeholders
• how to develop a culture of risk governance as a tool for minimising unnecessary risk taking

Who should attend this seminar

This course is intended those who are new to integrated risk management, senior management responsible strategic risk management, or those who wish to further their understanding of enterprise risk management. It will be of use to:

• Board level bank management
• Senior managers
• Senior risk managers and analysts
• Senior directors and risk managers responsible for strategic risk management
• Internal auditors
• Regulatory and compliance personnel
• Treasury professionals
• Asset and liability managers and analysts
• Regulators and supervisory professionals
• Suppliers and consultants to banks and the risk management industry
• Corporate governance and risk governance managers.

In this instructor-led, live training in Cascais (onsite or remote), participants learn how to apply Lean principles and practices within a manufacturing context and establish a culture of continuous improvement.

The training combines case activities and discussions with live, hands-on practice using the tools, metrics, and methods needed to implement Lean systems and processes. Some of the concepts covered include:

• Determining the root cause of inefficiencies.
• Measuring performance.
• Realizing the continuous improvement cycle.
• Organizing Kaizen events.
• Instilling a mindset of Lean thinking across the organization.

Audience

Managers and Team Leaders who need to be fully aware of the issues surrounding the management and development of their staff (direct and indirect reports)

Format of the course

The course will be a highly-interactive combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and Case Studies

By the end of the course, delegates will be able to:

• Understand the different skills required for Managing and for Leading
• Develop their team in the most-effective way
• Explain how best to deliver Change in their part of the organisation
• Manage staff performance better
• Successfully negotiate their preferred solutions
• Explain how to deal with the difficult situations they may encounter in the office

This instructor-led, live training in Cascais (online or onsite) is aimed at managers and executives who wish to implement the right tools, skills, and methodologies to manage remote teams.

By the end of this training, participants will be able to:

• Explore remote leadership, structures, and components to successfully adapt a remote work setup.
• Develop trust, goals, culture, and teamwork to create an effective and productive remote team.
• Use existing tools and technologies to improve virtual communication and collaboration.
• Implement goal setting and project management methods to measure the performance of a remote team.

Overview

This 5-day course will help delegates develop their strategic thinking, planning and management skills, including the tactical and operational requirements for successful implementation in a high-stakes environment. The course will deal with the tough issues of conflict management, managing change, what makes a good leader and how to motivate a team. Using interactive case studies as well as sector examples, delegates will be encouraged to share experiences and challenges to help build practical and work focused solutions which they can take back and actually use.

The core objective of the programme is to equip executives with the skills to scan the business environment to uncover profitable business opportunities as well as develop strategies for gaining competitive advantage in an increasingly competitive business environment. Amongst others, the programme will also provide insight on leadership the best practices and behaviors that will strengthen the capacity of executives to handle the complexities and uncertainties of managing a high performance organisation.

Learning Objectives

After attending this course, delegates will be able to:

• Describe the main problems that are faced by an organisation;
• Explain the various approaches to organisational development planning;
• Analyse the current business environment and influences affecting the organisation;
• Analyse resources within and external to the organisation;
• Explain the various approaches to managing strategy and it place in the business plan;
• Evaluate the alternative development strategies so as to recommend the one(s) most suited to the needs of the firm.
• Apply a deeper understanding of strategic development plans;
• Discuss objectively the risks, benefits and costs that accompany the implementation of the new strategy including managing conflict in a team;
• Define approaches to managing the identified risks;
• Analyse the potential impacts on his or her firm (both positive and negative) that will result from implementing the new strategy;
• Design policies, systems and processes to successfully implement the emergent strategic plans;
• Cover the key steps in change management

Who Should Attend

• Product/Service Managers
• Newly appointed as well as established Managers and Team Leaders
• Heads of Operations
• Senior Bank Managers
• Human Resource Managers
• Operations Managers
• Marketing Managers

Methodology
The course consists of facilitated workshops, supplemented by case studies drawn from a combination of published real life examples and/or practical experience. There will also be opportunities for attendees to work in small groups to synthesise ideas and strategies and to apply the material in the context of their own organisations/departments. Open forum discussions will also be a key element.

Audience

Senior Managers who need an insight into the issues of Strategic Management and its application

Format of the course

A combination of:

• Facilitated Discussions
• Slide Presentations
• Case-Studies and Examples

By the end of the course, delegates will be able to:

• Define issues underpinning successful strategic leadership and the link to a strong organisational climate
• Describe a range of strategic business models and their potential implications for their own business
• Define the critical concepts underpinning building high performing teams and managing change
• Define and use key financial measures of strategic success

Audience

This course is designed for all staff requiring a wider view of their part of the business; their specific roles within it; and of their involvement in improving its contribution to the organisation as a whole

Format of the course

A combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises

By the end of the workshop, attendees will be able to:

• Explain what “brand” is and how they can influence it
• Understand the process for Change strategies and your company’s position within them
• Detail the relevant principles underlying any change to a business
• Realise the importance of Customer / Stakeholder relationships in the successful running of any business
• Define the financial aspects of a business and of the delegates’ part of that business
• Determine the important aspects of negotiating to ensure the best possible outcome for their part of the business