Management Training in Coimbra

Value Stream Mapping (VSM) is a Lean method for visually mapping the flow of materials and information required to bring a product or service to the customer, highlighting value-adding and non-value-adding activities to eliminate MUDAS (waste).

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level practitioners and managers who wish to learn, apply, and lead VSM projects to improve process efficiency and productivity across their value chains.

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

• Create a current-state value stream map that includes accurate operating time calculations and distinguishes value-add from non-value-add activities.
• Identify and classify MUDAS across the value chain and quantify their impact on lead time and productivity.
• Design a future-state value stream map with improved flow, reduced waste, and updated time calculations.
• Develop clear, prioritized action plans to implement the future-state map and measure improvements.

Format of the Course

• Interactive lecture and discussion.
• Hands-on mapping exercises using real process examples from the client.
• Group workshops to produce current and future state maps and action plans.

Course Customization Options

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

This instructor-led, live training in Coimbra (online or onsite) is aimed at beginner-level participants who wish to gain foundational knowledge and practical skills to handle key human resources (HR) functions such as addressing staff concerns, managing performance, and navigating disciplinary processes.

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

• Understand the core functions and responsibilities of HR management.
• Handle employee complaints with professionalism and empathy.
• Implement effective performance management strategies.
• Conduct fair and legally compliant disciplinary actions.
• Address common HR issues with confidence and consistency.

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 Coimbra (online or onsite) is aimed at beginner-level professionals who wish to have a fundamental understanding of Six Sigma and Lean principles to integrate them and improve business processes.

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

• Obtain a solid understanding of Lean Six Sigma principles.
• Use Six Sigma methodologies to improve process quality by removing the causes of defects and minimizing variability.
• Integrate Lean and Six Sigma methodologies to achieve more efficient and effective process improvements.
• Teach basic Lean Six Sigma tools and techniques that Yellow Belts can apply in process improvement projects, such as 5S, Kaizen, and process mapping.

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.

This instructor-led, live training in Coimbra (online or onsite) is aimed at intermediate-level professionals who wish to understand both Six Sigma and Lean principles in order to lead significant process improvement projects in their organizations.

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

• Develop a comprehensive understanding of how Lean and Six Sigma methodologies can be integrated for process improvement.
• Gain in-depth knowledge and application skills in the Define, Measure, Analyze, Improve, and Control phases.
• Apply advanced statistical tools for data-driven decision-making and process analysis.
• Lead and manage Lean Six Sigma projects effectively.

Kaizen is an approach centered on continuous, incremental improvement that strengthens productivity, quality and workplace culture.

This instructor-led, live training (online or onsite) is aimed at intermediate-level professionals who wish to apply Kaizen principles, tools and behaviours within their teams and daily operations.

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

• Explain the key principles and mindset underlying Kaizen.
• Differentiate continuous improvement from reactive problem-solving methods.
• Apply core Kaizen tools such as 5 Whys, Ishikawa diagrams and the PDCA cycle.
• Promote engagement, communication and recognition to strengthen a culture of improvement.

Format of the Course

• Facilitated discussion and guided explanation.
• Team-based activities and hands-on tool application.
• Short, practical demonstrations using real-world scenarios.

Course Customization Options

• This course can be customized to focus on specific operational challenges or team objectives upon request.

Leadership for Directors and Board Members is a course designed to strengthen the leadership and governance capabilities of directors and board members.

This instructor-led, live training (online or onsite) is aimed at directors, executives, and board members who wish to develop effective leadership, governance, and decision-making skills at the board level.

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

• Understand the legal, ethical, and strategic responsibilities of directors and board members.
• Apply principles of good governance to improve organizational performance.
• Foster effective communication and collaboration in the boardroom.
• Respond to crises and manage risks at the executive level.

Format of the Course

• Interactive lecture and facilitated discussion.
• Case studies and role-playing exercises.
• Group activities and scenario-based analysis.

Course Customization Options

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

This instructor-led, live training in Coimbra (online or onsite) is aimed at intermediate-level internal auditors who wish to enhance their audit effectiveness by applying structured RCA techniques.

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

• Understand RCA methodologies and their role in internal auditing.
• Identify and analyze the root causes of audit findings.
• Apply RCA tools such as the 5 Whys, Fishbone Diagram, and Failure Mode and Effects Analysis (FMEA).
• Develop corrective and preventive action plans based on RCA findings.
• Integrate RCA into the internal audit process to improve risk management.

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.

This instructor-led, live training in Coimbra (online or onsite) is aimed at business professionals who wish to learn how to develop applications and perform process automation even without any IT background.

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

• Understand Citizen development and learn common Citizen Developer actions.
• Learn how to perform process automation.
• Automate tasks within business applications.

This instructor-led, live training in Coimbra (online or onsite) is aimed at beginner-level financial analysts who wish to learn how to use OneStream for financial analysis, reporting, and data-driven decision-making, and prepare for relevant OneStream certifications.

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

• Understand the core functionalities of OneStream XF.
• Navigate the OneStream interface and workspace.
• Load, transform, and validate financial data.
• Build and analyze financial reports and dashboards.
• Use OneStream’s workflow automation features for financial planning and consolidation.
• Prepare for OneStream certification exams (e.g., OneStream Certified Professional - Financial Modeler (OCP-FM), OneStream Implementation Consultant, etc.).

This instructor-led, live training in Coimbra (online or onsite) is aimed at beginner-level SAP consultants who wish to gain practical experience and develop a comprehensive understanding of the Employee Central module.

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

• Gain in-depth knowledge of the SuccessFactors Employee Central module.
• Understand and configure essential module components, including provisioning, security, and data management.
• Perform basic and complex support and maintenance configurations.

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

Introduction

Each one of us serves customers, providing a positive customer service to customers is crucial and creating opportunities for repeat business is is important.

The Customer Care Service course will look at all types of customers and how to serve them better and improve ourselves in the process. Participants will be provided a strong skill set including face-to-face dealing, over the phone techniques, dealing with difficult customers, and generating return business.

Objective

Each one of us serves customers, providing a positive customer service to customers is crucial and creating opportunities for repeat business is important.

This Customer Care Services course is designed to equip and improve ourselves. Participants will be provided with the basic skills set and knowledge required for front line staff to handle customer contacts by phone, email and face-to-face dealing, over the phone techniques with difficult customers, and generating return business successfully.

Training Benefits

• Identify and meet customer expectations
• Communicate effectively with customers
• Manage customer perceptions
• Deal with different types of customers
• Respond effectively to in-person and telephone customer contacts
• Write effective emails and letters
• Manage stress
• Course Discussions and Exercise
• Stimulating exercises are provided throughout the session, allowing participants to sharpen their problem solving techniques and to improve their Customer Care Service skills and mindset. This course is designed to accommodate a broad range of customer service and fulfillment environments

This 1-day Change Management course equips employees with practical tools and strategies to navigate and adapt to organizational changes, even when they have no formal decision-making authority. The training focuses on understanding the nature of change, managing personal and team reactions, and maintaining productivity and morale throughout transitions. Participants will gain insights into how change impacts individuals, explore methods for reducing resistance, and practice resilience-building techniques to thrive in evolving work environments. By the end of the course, participants will be able to apply change management principles to their own roles, enhancing both their adaptability and their contribution to organizational success.

Audience

Staff who need to be fully prepared to deliver high quality Coaching sessions

• To individual members of their own staff
• To their teams
• To individuals who are not directly connected to their own teams but who would value their independent – and non-judgemental - input

Format of the course

A combination of:

• Facilitated Discussions
• Delegate Coaching sessions – with full feedback

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

• Define “Coaching” and explain in detail the use of Coaching to improve individual and team performance – particularly relating its use to understanding the reasons behind (and rectifying) under-performance
• Deliver meaningful Coaching Sessions

Audience

All staff needing a working knowledge of Corporate Governance for their organisation

Format of the course

A highly-interactive combination of:

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

Gain understanding and insights into the value of investing in corporate social responsibility, philanthropy and sustainability. Training is conducted in an interactive form and includes a number of case studies.

This instructor-led, live training in Coimbra (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.

Audience

• Their colleagues
• Their bosses
• 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

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

• Understand conflict and its effect on ourselves and others
• Define assertive and non-assertive behaviours
• Appreciate the need for self-management before managing others
• Develop capability in engaging conflict assertively
• Build confidence through demonstrations and practical simulations

This comprehensive course is designed to provide participants with in-depth knowledge and expertise in implementing and maintaining a Quality Management System (QMS) compliant with the IATF 16949 standard. Participants will gain a deep understanding of the requirements, processes, and best practices related to automotive quality management. Through practical examples and case studies, participants will learn how to effectively apply the principles of IATF 16949 to ensure the highest level of quality in automotive manufacturing and supply chain operations

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

In this instructor-led, live training in Coimbra (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.

In this instructor-led, live training in Coimbra (onsite or remote), participants learn how apply Lean principles and practices within their own organization and establish a culture of continuous improvement.

This interactive training combines case activities and discussions with live, hands-on practice using the tools, metrics, and methods needed to implement Lean systems and processes. Moreover, this training aims to instill a mindset of Lean thinking.

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 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.

Audience

Staff who need to be fully aware of the issues surrounding People and Team Management for:

• Themselves
• Their colleagues (peers)
• Their bosses
• Their team members
• 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

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
• Appreciate how to manage, motivate and develop their team members
• Manage their internal and external customers and stakeholders
• Explain how to deal with the difficult situations they may encounter in the office

This course has been created for decision makers whose primary goal is not to do the calculation and the analysis, but to understand them and be able to choose what kind of statistical methods are relevant in strategic planning of the organization.

For example, a prospect participant needs to make decision how many samples needs to be collected before they can make the decision whether the product is going to be launched or not.

If you need longer course which covers the very basics of statistical thinking have a look at 5 day "Statistics for Managers" training.

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