Management Training in Lisbon

Strategic Human Capital Planning is a structured approach to aligning people management with business strategy through metrics, talent mapping, and competency-based development.

This instructor-led, live training (online or onsite) is aimed at HR professionals and organizational leaders who wish to develop strategies that optimize human capital management and align it with organizational goals.

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

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

Format of the Course

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

Course Customization Options

• To request a 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.

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 Lisbon (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.

This instructor-led, live training in Lisbon (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.

This instructor-led, live training in Lisbon (online or onsite) is aimed at advanced-level professionals who wish to gain the skills to handle complex Six Sigma projects and take a leadership role in Six Sigma and Lean implementations.

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

• Develop an in-depth understanding of advanced Six Sigma and Lean methodologies and tools.
• Lead complex process improvement projects that align with organizational strategies.
• Perform complex statistical analyses and make data-driven decisions.
• Effectively lead change initiatives and build a culture of continuous improvement.

This instructor-led, live training in Lisbon (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 Lisbon (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 Lisbon (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

Audience

All Senior Management who need a working knowledge of AML / CTF and their prevention – and an awareness of the other relevant and current Financial Crime issues;

Format of the course

A combination of:

• Facilitated Discussions
• Slide Presentations
• Case Studies
• Examples

Course Objectives

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

• Explain how AML and CTF might be prevented
• Understand the major facets of AML and CTF as they apply to their companies and the national and international efforts being made to combat them
• Define the ways in which a company and its staff should protect themselves against the risks of Money Laundering and Terrorist Financing
• Detail how a company might become a target for Money Laundering and Terrorist Financing: and explain which “red flags” might help them to identify, prevent and report any (suspicious or actual) criminal activity
• Understand some of the other “hot spots” in Financial Crime

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

This instructor-led, live training in Lisbon (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.

In an increasingly globalised world, we work in more multicultural environments where conflicts between individuals and groups are possible. The fundamental belief behind conflict resolution is that conflicts are unavoidable but that they are manageable.

Assertiveness, self-confidence, negotiation ability, interpersonal and other skills are pivotal in supporting conflict resolution. In our everyday life, we encounter many occasions where we consciously or unconsciously (with family members, friends, clients, business partners) manage conflicts. Mastering conflict resolution helps to resolve conflicts effectively, as well as helping us to communicate better, persuade efficiently, improve business results as well as enhancing organisational and personal behavior and performance.

This course offers a mix of theories and concepts, combined with group exercises and individual activities to enable delegates to share ideas and develop their skills.

Objectives:

• To understand the fundamentals and nuances of conflicts in organizations
• To explore key concepts, factors, theories, types, and models in conflict resolution
• To discover the personality types, leadership styles supporting negotiation skills
• To learn the art of assertiveness and self-confidence
• To experiment, experience and practice conflict resolutions 

This instructor-led, live training in Lisbon (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.

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

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

Audience

• Staff who need to be fully aware of the issues surrounding Influencing and Avoiding Conflict with : 
  • Their colleagues
  • Their bosses
  • Their internal and external customers and stakeholders

Course Objectives

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

The course will be a highly-interactive combination of:

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

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.

After attending the training course, you can sit the exam and, if you successfully pass the exam, you can apply for the “Certified ISO 22301 Lead Implementer” credential. The internationally recognized “Certified ISO 22301 Lead Implementer” certificate will prove that you have the professional capabilities and practical knowledge to implement a BCMS based on the requirements of ISO 22301 in an organization.

Who should attend?

• Project managers and consultants involved in business continuity
• Expert advisors seeking to master the implementation of the business continuity management system
• Individuals responsible to maintain conformity with BCMS requirements within an organization
• Members of the BCMS team

Learning objectives

• Gain a comprehensive understanding of the concepts, approaches, methods, and techniques used for the implementation and effective management of a BCMS
• Learn how to interpret and implement the requirements of ISO 22301 in the specific context of an organization
• Understand the operation of the business continuity management system and its processes based on ISO 22301
• Acquire the necessary knowledge to support an organization in effectively planning, implementing, managing, monitoring, and continually improving a BCMS

Educational approach

• This training course is based on theory, implementation best practices, and ISO 22301 requirements useful for the implementation of a BCMS.
• Lecture sessions are illustrated with practical exercises based on a case study which includes role-playing and discussions.
• The participants are encouraged to intercommunicate and engage in discussions and exercises.
• The exercises are similar to the certification exam.

General Information

• Certification fees are included in the exam price. After completion of the course you will be able to book the exam.
• Participants will be provided with the training material containing over 450 pages of explanatory information and practical examples.
• An Attendance Record worth 31 CPD (Continuing Professional Development) credits will be issued to participants who have attended the training course.
• In case candidates fail the exam, they can retake the exam within 12 months following the initial exam for free.

Lean Distribution refers to the application of Lean Manufacturing concepts to distribution, logistics and supply chain operations. The focus is on adding value for customers, while identifying and eliminating waste—anything that doesn't add that value.

In this instructor-led, live training, participants learn the methodology, teams and tools needed to implement Lean within their own distribution centers and supply chain operations while establishing 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:

• Calculating the true cost of fulfillment
• Lowering total costs across the supply chain
• Overcoming resistance to change
• Cultivating leadership and instilling a mindset of Lean thinking across the organization

Format of the course

• Part lecture, part discussion, exercises and hands-on practice

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

Modern organizations are increasingly recognizing that neurodiversity is not an exception, but a natural part of the population—as many as 1 in 7 people function in a way defined as neurodiverse. This means that most teams today are composed of people with different styles of thinking, learning, communicating, and acting. For leaders, this isn't a challenge—it's the greatest development opportunity of our time.

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 Lisbon (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 training course has been created for investors, business owners, directors, managers, executives and analysts who need to develop strategic planning skills. It is not designed for academic purposes, but to start realizing your dreams today.

This course focuses on strategic planning for businesses in which flexibility and constant learning is the most important thing. The main emphasis is corporate and investment strategy using current real-world examples. Each course member will have the opportunity to create a strategic plan and learn how to implement it in practice.

Are you struggling with implementing Agile in your organization? Is the change too prescriptive? Are your teams overburdened and less productive but still too resistant for a revolutionary change?

Choose the “Alternative Path to Agility” and implement an evolutionary and humane Change Management Method which doesn’t change your process but improves it.

The Kanban Method provides pragmatic, actionable, evidence-based guidance for successful evolutionary change. It starts with what you do now and respects current roles, responsibilities and job titles. This allows organizations to evolve business processes gradually, define and use relevant metrics to measure progress, and significantly reduce the risk associated with complex change programs.

If your team is overwhelmed, Kanban can help you to get your work under control. Kanban is a new technique for dynamically managing your process and revealing bottlenecks.

This training provides the skills and knowledge you need to apply Kanban in your work and learn how to determine what to work on now, what to leave until later and what to take off the to-do list forever.

Learning Outcomes

This 1-day course teaches the basics of the Kanban Method® and serves as the entry level and starting point to an alternative path to agility.

Attendees should become familiar with the Kanban Method. They should be able to design and implement a basic Kanban board. They should be able to understand work item types and the risks associated with specific work items. They should be familiar with a variety of different Team Kanban board designs and styles and know how to choose a design that is best suited for their context. They should be aware of the training roadmap and the value and benefits to be derived at each step on the “alternative path to agility.”

Who Should Attend

This course is designed for any professional who is part of a product development or knowledge work environment and who is interested in discovering how Kanban can help improve working environments. Kanban works across multiple functions of an organization, from senior members of staff looking to adopt Lean Management to members of delivery teams willing to improve their working practices. Previous attendees to our classes have been in roles such as:

• Senior Management Positions (CxO)
• Program and Project Managers
• Product Managers, Product Owners and Business Analysts
• Scrum Team Members
• Scrum Masters, Team Leads and Change Agents
• Product & Software Developers & Testers
• Agile Coaches & Practitioners (Scrum, XP, DSDM, AgilePM, etc.)
• Other roles such as HR and Finance professionals

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