Management Training in Coimbra

Strategic Human Capital Planning offers a structured methodology for aligning people management with business strategy, utilizing metrics, talent mapping, and competency-based development.

This instructor-led live training, available both online and onsite, is designed for HR professionals and organizational leaders seeking to develop strategies that optimize human capital management and ensure alignment with organizational objectives.

Upon completion of this training, participants will be able to:

• Grasp the fundamental principles of strategic human capital planning.
• Design and analyze talent management indicators and KPIs.
• Apply talent mapping techniques to enhance workforce development.
• Develop strategies for succession and competency-based management.

Format of the Course

• Interactive lectures and discussions.
• Case studies and practical exercises.
• Application of frameworks to real-world HR challenges.

Course Customization Options

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

Lean Methodology is a proven approach for improving efficiency and effectiveness by eliminating waste and focusing on value-added activities. Through theory, practice, and collaborative exercises, this course helps participants identify opportunities for improvement in their daily processes and develop actionable proposals using Lean tools.

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level participants who wish to learn and apply Lean concepts to their workplace in a practical, engaging, and collaborative environment.

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

• Understand the fundamentals of Lean Thinking and continuous improvement.
• Identify waste in daily processes and propose practical improvements.
• Apply Lean tools such as PDCA, Value Stream Mapping, and Kanban boards.
• Collaborate effectively to generate transformation initiatives for their teams.

Format of the Course

• Short theoretical modules to understand Lean concepts.
• Practical exercises and case-based dynamics.
• Interactive and engaging activities in a workshop format.

Course Customization Options

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

Planning and Risk Assessment involves a structured methodology for identifying, evaluating, and mitigating potential risks within projects and operational activities.

This instructor-led training (available online or onsite) is designed for beginner to intermediate professionals seeking to enhance their ability to plan effectively and manage risks in project or operational contexts.

Upon completion, participants will be able to:

• Grasp the principles and processes of effective planning.
• Identify and evaluate potential risks across various scenarios.
• Develop and implement strategies to mitigate risks.
• Integrate risk assessment throughout the project lifecycle.

Course Format

• Interactive lectures and discussions.
• Group exercises and scenario-based practice.
• Practical application through case studies.

Customisation Options

• To arrange a customised training session for this course, please contact us.

This instructor-led, live training in Coimbra (online or onsite) is designed for HR professionals and managers at the beginner level who wish to acquire foundational knowledge on leveraging AI to optimise HR processes, enhance employee satisfaction, and make strategic decisions based on data.

Upon completion of this training, participants will be able to:

• Comprehend the potential and practical applications of AI in HR management.
• Learn how to optimise HR processes using AI tools.
• Improve the employee experience through AI-driven strategies.
• Apply AI insights to make strategic HR decisions.

This instructor-led, live training in Coimbra (online or onsite) is aimed at intermediate-level finance and accounting professionals who wish to effectively manage, value, and audit fixed assets in compliance with accounting standards and regulations.

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

• Understand the life cycle and classification of fixed assets.
• Apply local and international accounting standards in asset valuation and depreciation.
• Manage fixed assets with proper controls, tools, and procedures.
• Comply with legal and tax frameworks relevant to asset management and reporting.

The course 'Managing Challenging Clients and Resolving Conflicts to Boost Customer Satisfaction' is a thorough programme designed to bolster the communication, empathy, and conflict management capabilities of professionals in customer-facing roles.

This instructor-led, live training (available online or onsite) targets intermediate-level professionals seeking to effectively manage difficult clients, resolve conflicts constructively, and enhance customer satisfaction through structured follow-up and evaluation practices.

Upon completion 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.

The Business Impact Analysis (BIA) is a structured methodology to identify and assess the criticality of organizational processes in the event of disruptions.

This consulting engagement is aimed at operational and administrative leaders who wish to map, analyze, and document business processes to strengthen continuity and resilience.

By the end of this engagement, the organization will be able to:

• Identify critical processes across Finance, Supply Chain, and Quality areas.
• Assess operational, financial, legal, and reputational impacts of disruptions.
• Define recovery priorities (RTO and RPO) for critical processes.
• Develop a process criticality matrix and recommendations for continuity planning.

Format of the Engagement

• Kick-off and scoping sessions.
• Workshops with process owners.
• Real case analysis and data collection.
• Group sessions to construct causal and impact diagrams.
• Drafting and presentation of the BIA report.

Evaluation

• Active participation in workshops and data collection (20%).
• Contribution to impact analysis and scenario discussions (40%).
• Validation and feedback on the draft BIA report (40%).

Engagement Customization Options

• To request adjustments to the scope of this engagement, please contact us to arrange.

Kaizen is a structured methodology for continuous improvement that centres on small, incremental changes designed to eliminate waste, enhance quality, and boost efficiency.

This instructor-led live training (available online or onsite) is tailored for beginner to intermediate-level professionals seeking to apply Kaizen principles across various departments to strengthen process discipline, improve communication, eliminate waste, and increase staff engagement.

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

• Comprehend the foundational principles of Kaizen and its connection to Lean methodologies.
• Utilise tools such as 5S, root cause analysis, and visual management to reduce inefficiencies.
• Cultivate a culture of structured problem-solving and team-based improvements.
• Implement Kaizen initiatives across key operational and support functions.

Course Format

• Interactive lectures and discussions.
• Numerous exercises and practical applications.
• Hands-on implementation within a live-lab or workshop setting.

Course Customisation Options

• To request customised training for this course, please contact us to make arrangements.

This instructor-led, live training in Coimbra (online or onsite) is designed for organizational leaders who wish to learn how to drive change within their organizations by implementing effective change leadership strategies.

Upon completion of this training, participants will be able to:

• Comprehend the impact of change leadership on individuals, teams, and the broader organization.
• Apply strategic planning practices to organizational change efforts.
• Effectively orchestrate organizational change through proactive change leadership.

Introduction

Everyone interacts with customers, and delivering excellent service is vital for fostering loyalty and securing repeat business.

This Customer Care Service course explores various customer types and strategies for enhancing service delivery while promoting personal and professional growth. Participants will develop essential skills, including face-to-face interaction, telephone etiquette, handling difficult situations, and strategies to encourage repeat engagements.

Objective

Recognizing that customer interaction is universal, the emphasis on positive service delivery is paramount for driving repeat business opportunities.

This Customer Care Services course aims to equip participants with foundational skills and knowledge necessary for front-line staff managing customer contacts via phone, email, and in-person encounters. It covers telephone techniques for challenging interactions and methods for successfully fostering repeat business.

Training Benefits

• Identify and fulfill customer expectations
• Communicate clearly and effectively with customers
• Manage customer perceptions
• Adapt to various customer personalities
• Respond adeptly to both in-person and telephone interactions
• Compose effective emails and formal letters
• Manage stress effectively
• Engage in course discussions and practical exercises
• Participate in stimulating exercises throughout the session to sharpen problem-solving abilities and refine customer care skills and mindset. The course is designed to suit a wide variety of customer service and fulfillment environments

AML/CTF Governance and Risk Oversight is a strategic training initiative designed to bolster an organisation's resilience against financial crime by enhancing governance frameworks, risk management practices, and regulatory compliance.

This instructor-led, live training (available online or on-site) targets intermediate to advanced Board Members, Senior Executives, Compliance Officers, AML Specialists, and Risk Professionals. It is intended for those looking to utilise structured AML/CTF frameworks to improve oversight capabilities, mitigate regulatory exposure, and safeguard institutional reputation.

Finance / Management

In today's interconnected world, a brand's digital presence is vital for a business's survival.

This instructor-led, live training is designed for marketing professionals at all levels who want to strengthen a business's online brand positioning, evaluate brand performance, and manage brand image and reputation through the execution of a comprehensive Online Brand Audit.

The aggregate of various online touch points ultimately shapes how your target audiences perceive your company and whether they decide to engage in business with you.

Conducting an online brand audit has become standard practice for businesses to evaluate and reinforce their brand positioning within a specific market.

Beyond assessing your brand's owned online assets for strengths and weaknesses, this audit dissects how your brand is discussed on online channels you do not own, thereby evaluating brand perception.

By the end of conducting an online brand audit, you will be equipped to develop a transformative brand marketing strategy that aligns with broader business goals.

Although this course falls under the category of 'Brand Management', it intersects with numerous other disciplines within an organization, ranging from customer experience and online user journeys to uncovering insights, marketing strategy, and planning.

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

• Evaluate a brand's online presence to identify strengths and weaknesses.
• Uncover a business's online reputation and image.
• Identify and reinforce a brand's positioning within a given market.
• Build a results-driven brand strategy and an integrated online marketing communication plan.
• Conduct a competitive brand analysis and create industry perceptual maps.
• Perform an SEO audit.
• Learn the updated SEO guidelines in the age of AI.
• Uncover valuable insights regarding how different customer groups perceive a business and its products or services.
• Administer online social listening.
• Use AI to make conducting routine brand audits more efficient.

This instructor-led, live training in Coimbra (online or onsite) is designed for business managers, IT managers, and risk and compliance professionals 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.

This instructor-led live training in Coimbra (online or onsite) is designed for current CTOs and aspiring leaders, such as technical directors or technical managers, who wish to acquire the technical and managerial perspective required to become an effective CTO.

Upon completion of this training, participants will be capable of:

• Hiring and leading a dynamic, innovative technical team.
• Effectively adopting and managing the technology necessary to develop high-quality products.
• Applying practical techniques and strategies for product and project management.
• Scaling business operations and steering the organization in the right direction.

Target Audience

• Personnel who must possess a comprehensive understanding of the dynamics involved in Influencing and Avoiding Conflict, specifically regarding relationships with: 
  • Colleagues
  • Line Managers
  • Internal and external customers and stakeholders

Course Objectives

Upon completion of this course, participants will be able to:

• Recognise the necessity of managing one’s own behaviour before attempting to influence that of others
• Evaluate the advantages and limitations of the various communication channels available
• Effectively manage internal and external customers and stakeholders

Delivery Format

The course delivers a highly engaging blend of the following methods:

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

Why should you attend?

This training course aims to help participants grasp the fundamental concepts and principles of a business continuity management system (BCMS) based on ISO 22301. By attending, you will gain a deeper understanding of the standard's structure and requirements, including the BCMS policy, top management's commitment, internal audits, management reviews, and the process of continual improvement.

Upon completing the course, you may sit for the exam. If you pass successfully, you can apply for the 'PECB Certificate Holder in ISO 22301 Foundation' credential. A PECB Foundation certificate confirms your knowledge of the fundamental concepts, principles, methodologies, requirements, frameworks, and management approaches used in business continuity.

Who should attend?

• Individuals involved in business continuity
• Those seeking to gain knowledge about the main processes of business continuity management systems (BCMS)
• Individuals interested in pursuing a career in business continuity

Learning objectives

• Recognise the correlation between ISO 22301 and other standards and regulatory frameworks
• Understand the components and operation of a BCMS based on ISO 22301 and its principal processes
• Understand the concepts, approaches, methods, and techniques used for implementing and managing a BCMS

Educational approach

• Lecture sessions include discussion questions and examples.
• The exercises include multiple-choice quizzes.
• Participants are encouraged to interact, engage in discussion, and complete quizzes.
• Quizzes are similar to the certificate exam.

The ISO 22301 introductory training course equips you with a clear understanding of the fundamental principles of a Business Continuity Management System (BCMS).

Upon completing this ISO 22301 introduction, you will grasp the significance of implementing a BCMS and the value it brings to organizations, society, and governmental bodies.

Who is this course for?

• Professionals interested in Business Continuity Management
• Individuals looking to acquire knowledge about the core processes of a Business Continuity Management System (BCMS)

Learning outcomes

• Comprehend the concepts, methodologies, and techniques employed to implement a Business Continuity Management System
• Identify the foundational components of a Business Continuity Management System

The ISO 9001 Lead Auditor training enables you to develop the necessary expertise to perform a Quality Management System (QMS) audit by applying widely recognized audit principles, procedures and techniques. During this training course, you will acquire the knowledge and skills to plan and carry out internal and external audits in compliance with ISO 19011 and the certification process according to ISO/IEC 17021-1.

Based on practical exercises, you will be able to master the audit techniques and become competent to manage an audit program, audit team, communication with customers, and conflict resolution.

After acquiring the necessary expertise to perform this audit, you can sit for the exam and apply for a “PECB Certified ISO 9001 Lead Auditor” credential. By holding a PECB Lead Auditor Certificate, you will demonstrate that you have the capabilities and competencies to audit organizations based on best practices.

Who should attend?

• Auditors seeking to perform and lead Quality Management System (QMS) certification audits
• Managers or consultants seeking to master a Quality Management System audit process
• Individuals responsible for maintaining conformance with QMS requirements
• Technical experts seeking to prepare for a Quality Management System audit
• Expert advisors in Quality Management

General information

• Certification fees are included in the exam price
• Training material containing over 450 pages of information and practical examples will be distributed
• A participation certificate of 31 CPD (Continuing Professional Development) credits will be issued
• In case of exam failure, you can retake the exam within 12 months free of charge

Modern organisations are increasingly acknowledging that neurodiversity is not an anomaly but a natural aspect of the population—approximately 1 in 7 individuals function in ways classified as neurodiverse. This implies that today's teams predominantly consist of individuals with varied styles of thinking, learning, communicating, and acting. For leaders, this represents not a challenge, but a significant opportunity for development.

Target 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)

Course Format

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

Rather than facilitating in-depth analysis or major transformations, the McKinsey 7-S model is particularly effective for evaluating the coherence of your organisation. If you recognise the need for change but are unsure of the next steps, this change management model is ideal for you.

This instructor-led live training (available online or on-site) is designed for managers, business owners, and strategists intending to implement the McKinsey 7s model within their respective organisations.\

Format of the Course

• Interactive lecture and discussion.
• Extensive exercises and practice opportunities.

Course Customization Options

• To request a customized training session for this course, please contact us to make arrangements.

This instructor-led, live training in Coimbra (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 five-day programme is designed to help delegates enhance their strategic thinking, planning, and management capabilities, including the tactical and operational requirements necessary for successful implementation in high-stakes environments. The course addresses critical challenges such as conflict management, change management, the attributes of effective leadership, and techniques for motivating teams. Through the use of interactive case studies and sector-specific examples, delegates are encouraged to share their experiences and challenges, fostering the development of practical, work-focused solutions that they can immediately apply in their professional roles.

The primary objective of the programme is to equip executives with the skills to scan the business environment to identify profitable opportunities and develop strategies for gaining a competitive advantage in an increasingly competitive landscape. Additionally, the programme provides insight into leadership best practices and behaviours that strengthen executives' capacity to manage the complexities and uncertainties associated with leading high-performance organisations.

Learning Objectives

Upon completion of this course, delegates will be able to:

• Identify the main challenges faced by an organisation;
• Explain various approaches to organisational development planning;
• Analyse the current business environment and its influence on the organisation;
• Analyse resources both internal and external to the organisation;
• Explain various approaches to managing strategy and its role within the business plan;
• Evaluate alternative development strategies to recommend those best suited to the firm's needs;
• Apply a deeper understanding of strategic development plans;
• Objectively discuss the risks, benefits, and costs associated with implementing a new strategy, including managing team conflict;
• Define approaches to managing identified risks;
• Analyse the potential positive and negative impacts on the firm resulting from implementing a new strategy;
• Design policies, systems, and processes to successfully implement emerging 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 comprises facilitated workshops supplemented by case studies drawn from published real-life examples and/or practical experience. Attendees will have opportunities to work in small groups to synthesise ideas and strategies and to apply the material within the context of their own organisations or departments. Open forum discussions will also be a key component of the learning process.

This instructor-led, live training in Coimbra (online or onsite) is designed for mid-to-senior managers, team leaders, and strategy professionals who wish to sharpen their strategic thinking capabilities, craft compelling visions, translate vision into actionable strategy, and lead implementation with confidence.

This instructor-led, live training in Coimbra (online or onsite) is aimed at beginner-level, intermediate-level, and advanced-level participants, addressing the difficulty of transforming passive or resistant observers into active, supportive partners through systematic analysis and psychological insight.

In complex business environments, the success of a project rarely depends on technical execution alone; it hinges on the support of the people involved. The primary challenge in Stakeholder Management is navigating the 'web of influence'—understanding that different parties have competing priorities, varying levels of power, and subjective definitions of success. Without proactive management, projects often face 'hidden blockers', sudden shifts in support, or communication breakdowns. 

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

• Identify stakeholders,
• Analyse their influence and expectations,
• Select appropriate communication strategies,
• Handle conflicts of interest,
• Build long-term relationships. 

This course is designed for decision makers who do not need to perform calculations or analyses themselves, but rather need to comprehend them and determine which statistical methods are most relevant for their organization's strategic planning.

For instance, a prospective participant might need to decide how many samples must be collected before making a launch decision for a product.

If you require a more comprehensive course that covers the fundamentals of statistical thinking, please review the 5-day 'Statistics for Managers' training.

Our services are delivered online to clients throughout the world in collaboration with a growing international partner network. Our transformational 10-week, group-based learning programmes are designed to inspire and empower managers, and are hosted by expert facilitators and coaches, conveniently delivered online within the normal flow of work…

By the end of this training, participants have nurtured the following skills:

EMOTIONAL INTELLIGENCE
Teams are only as strong as the human relationships that exist between people.

COACHING
Essential skills for leaders to be influential and get the best from their people

LEADERSHIP
Management is about task and process. Leadership is about people and growth.

CULTURE
Sustained engagement builds the habits and norms of a high-performing team.

TEAMS
A group of individuals is not a team. Good leaders build great teams.

This instructor-led, live training in Coimbra (online or onsite) is aimed at managers, supervisors, and technical professionals transitioning into leadership roles who wish to use structured leadership frameworks and communication tools to strengthen authority, delegation, and team performance in growing organisations.

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

• Define and apply clear leadership authority and accountability within their scope.
• Delegate tasks and outcomes effectively while maintaining performance oversight.
• Conduct structured, direct, and constructive performance conversations.
• Communicate expectations clearly to improve engagement and cross-functional alignment.