Management Training in Oeiras

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 Oeiras (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 Oeiras (online or onsite) is aimed at intermediate-level to advanced-level finance and asset management professionals who wish to optimize asset tracking, control, and compliance with international financial reporting standards (IFRS).

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

• Classify and configure fixed assets according to IFRS regulations.
• Manage asset creation, acquisition, and capitalization.
• Implement control measures for asset tracking and monitoring.
• Apply appropriate depreciation and amortization methods.
• Process asset movements, transfers, and disposals effectively.
• Ensure compliance with financial reporting and audit standards.

This instructor-led, live training in Oeiras (online or onsite) is aimed at beginner-level HR professionals who wish to learn how to design and enhance employee experiences tailored to the unique challenges of tech environments, from recruitment to retention.

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

• Design impactful employee journeys, from recruitment to retention, tailored to the unique challenges of tech environments.
• Learn strategies for fostering engagement, inclusion, and continuous development in the tech workforce.

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.

This instructor-led, live training in Oeiras (online or onsite) is aimed at intermediate-level business professionals who wish to gain a deeper understanding of Lean Portfolio Management (LPM) and pass the certification exam.

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

• Develop a deep understanding of Lean-Agile principles.
• Maintain and communicate the Portfolio vision, and create a clear future state as a vision.
• Construct a comprehensive portfolio roadmap for achieving strategic objectives.
• Define, decompose, and manage portfolio Epics effectively.
• Take the Lean Portfolio Management (LPM) Certification Exam with confidence.

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 Oeiras (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 (online or onsite) is aimed at HR professionals who wish to use analytical methods improve organisational performance. This course covers qualitative as well as quantitative, empirical and statistical approaches.

Format of the Course

• Interactive lecture and discussion.
• Lots of exercises and practice.

Course Customization Options

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

This instructor-led, live training in Oeiras (online or onsite) is aimed at beginner-level / intermediate-level / advanced-level professionals who wish to attract top international candidates with minimal effort.  

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

• Go From a Briefing Call to a SAM
• Design Modern and Catchy Job Descriptions
• Apply Employer Branding & EVP Strategies
• Post Single or Multiple Job ADs
• Receive a Tailored Long-List

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.

The aim of this one day course is to provide delegates with mentoring and coaching skills for the workplace. By the end of the course, delegates will be able to:

• State the difference between mentoring and coaching
• Discuss relevant learning theories
• Describe different learning styles
• Explain the feedback model
• Outline basic coaching principles
• State the component parts of the GROW coaching model 

The "Lean5S" training is an introduction to the principles of Lean Manufacturing, focusing on the 5S methodology, which includes organizing the workplace, eliminating waste, and improving efficiency. Participants will acquire skills to implement the Sort, Set in Order, Shine, Standardize, and Sustain stages, with an emphasis on workplace safety.

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.

Participant Profiles

CxO, Operation Managers, Enterprise Architects, Business and System Analysts and Designers

Objective

This introduction seminar provides you with an overview of the digital business models, business and enterprise architecture frameworks as well as methodologies that organizations are trying to focus on to increase their business agility facing disruptions of the digital age.

In particular, this seminar aims at helping you to understand frameworks and reference architectures that are used worldwide to align digital business models and IT system architectures with the changing competitive landscape.

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

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 Oeiras (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

"High-Impact Communication Skills," designed to equip participants with the essential tools for clear, confident, and influential communication. In today's business environment, the ability to convey ideas effectively is paramount. This training addresses two of the most critical aspects of professional communication: mastering interpersonal skills and delivering powerful public presentations.

The program takes a holistic approach, beginning with foundational communication principles and then moving to a dedicated module on overcoming the fear of public speaking. Participants will then learn practical, actionable techniques to structure and deliver compelling presentations. The entire learning experience is underpinned by the principles of Emotional Intelligence, empowering participants to communicate with greater empathy, awareness, and impact.

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

• Apply practical techniques for clearer, more empathetic, and objective interpersonal communication.
• Implement proven strategies to manage public speaking anxiety and project confidence.
• Structure a compelling presentation with a clear opening, logical flow, and memorable conclusion.
• Deliver presentations in an engaging manner, utilizing effective body language and vocal variety.
• Identify the core principles of Emotional Intelligence and use them to build stronger professional relationships.
• Develop a personal action plan to continue fostering their communication and presentation skills

ISO 22301 Introduction training course enables you to comprehend the basic concepts of a Business Continuity Management System (BCMS).

By attending the ISO 22301 Introduction course, you will understand the importance of a Business Continuity Management System and the benefits that businesses, society and governments can obtain. 

Who should attend?

• Individuals interested in Business Continuity Management
• Individuals seeking to gain knowledge about the main processes of a Business Continuity Management System (BCMS)

Learning objectives

• Understand the concepts, approaches, methods, and techniques used to implement a Business Continuity Management System
• Understand the basic elements of a Business Continuity Management System 

KAIZEN comes from Japanese, meaning "continuous improvement", which can be used in the workplace as well as in business processes.

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

This instructor-led, live training (online or onsite) is aimed at beginner-level to intermediate-level professionals who wish to introduce, implement, and sustain 5S practices effectively in their 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 Oeiras (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

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