Online Management Training in Portugal

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 Portugal (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 Portugal (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 Portugal (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.

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

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

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

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

Format of the Course

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

Course Customization Options

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

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

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

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

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

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in Portugal (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 Portugal (online or onsite) is part of the Data Scientist skill set (Domain: Advisory & Leadership) and is aimed at professionals who wish to build impactful communication, problem-solving, and leadership skills to thrive in data science or analytics teams.

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

• Apply structured problem-solving and root cause analysis techniques.
• Communicate insights effectively through impactful storytelling and visualization.
• Lead change initiatives and influence stakeholders with confidence.
• Manage data-related projects using a clear and practical framework.

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

This course is designed to help the attendee to build organizational resilience against a range of threats so that organizations can respond effectively to incidents, maintain the availability of business operations and safeguard its interests. 

A brand's digital presence is essential for a business's survival in today's connected world.

This instructor-led, live training is aimed at marketing professionals of all levels who wish to strengthen a business's online brand positioning, evaluate brand performance and manage brand image and reputation through conducting a thorough Online Brand Audit.

The sum of multiple online touch points will ultimately shape how your target audiences perceive your company, and whether or not they choose to do business with you.

An online brand audit has become standard practice for businesses to evaluate and strengthen their brand positioning in a given market.

In addition to assessing your brand's owned online assets for strengths and weaknesses, this audit will dissect how your brand is being spoken about on online channels your business doesn't own, to evaluate brand perception.

By the end of conducting an online brand audit, you'll be empowered to develop a transformative brand marketing strategy that aligns with greater business goals.

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

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

• Evaluate a brand's online presence for strengths and weaknesses.
• Uncover a business's online reputation and image.
• Identify and strengthen a brand's positioning in a given market.
• Build a results-driven brand strategy and integrated online marketing communication plan.
• Conduct a competitive brand analysis and build industry perceptual maps.
• Conduct an SEO audit.
• Learn the updated SEO guidelines in the age of AI.
• Uncover valuable insights about 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.

Communication skills have long been recognised as essential to professional success and many a career has stalled, faltered or stagnated thanks to a lack of communication skills. Contrary to urban myth, few of us are born with this skill, instead most have either practised or learned from mistakes. This course is designed to assist delegates to improve their communication skills and in consequence their ability to work with others.

Mediation skills are subtly yet meaningfully different. Excellent communication is a pre-requisite but more important is the ability to listen and take note of what is being said. The role of the mediator is to help parties reach a solution to their problem and to arrive at an outcome that both parties are happy to accept. Mediators avoid taking sides, making judgements or giving guidance. They are simply responsible for developing effective communications and building consensus between the parties. This course also covers the wider range of skills, in addition to communication, that are required to be an effective mediator.

Audience:

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

Format of the course

A combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and Case Studies

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

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

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

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 

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

This instructor-led, live training in Portugal (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.

This instructor-led, live training in Portugal (online or onsite) is aimed at stressed individuals who wish to deal with their stress effectively and achieve a calmer, clearer and more energetic state in daily life.

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

• Understand the two types of stress: distress and eustress.
• Articulate your personal indicators and relievers of stress.
• Create a plan with specific routines to enhance calm, clarity and energy, while minimzing stress accumulated in the day.
• Shift negative emotions and boost positive ones using proven techniques.
• Deal with stress-causing. disempowering beliefs around work, life, and relationships.

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

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

ISO 9001 Lead Implementer training enables you to develop the necessary expertise to support an organization in establishing, implementing, managing and maintaining a Quality Management System (QMS) based on ISO 9001. During this training course, you will also gain a thorough understanding of the best practices of Quality Management Systems and consequently improve an organization’s customer satisfaction and overall performance and effectiveness. 

After mastering all the necessary concepts of Quality Management Systems, you can sit for the exam and apply for a “PECB Certified ISO 9001 Lead Implementer” credential. By holding a PECB Lead Implementer Certificate, you will be able to demonstrate that you have the practical knowledge and professional capabilities to implement ISO 9001 in an organization. 

Who should attend?

• Managers or consultants involved in Quality Management
• Expert advisors seeking to master the implementation of a Quality Management System
• Individuals responsible for maintaining conformance with QMS requirements
• QMS team members

General information

• Certification fees are included on 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 for free

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

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

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

Audience

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

Format of the course

The course will be a highly-interactive combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and Case Studies

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

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

Instead of supporting deep analysis and large shifts, the McKinsey 7-S model is great for analyzing how coherent your company is. If you know that you need to change your act, but you’re not sure what to do, this is the change management model for you.

This instructor-led, live training (online or onsite) is aimed at managers, business owners and strategists planning to implement McKinsey 7s model in their respective organization.\

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 Portugal (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.

This course is aimed at Project Managers and those interested in Risk Management within Projects.

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.

This instructor-led, live training in Portugal (online or onsite) is aimed at supply managers and personnel who wish to adopt a quality-centric approach to managing suppliers.

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

• Adopt a proactive and collaborative approach for enhancing supplier quality.
• Clearly define and communicate supply specifications and requirements.
• Explore different Supplier Quality Management Systems (QMS) and apply an analytical approach to choose the most suitable one.
• Use a QMS system to continuously monitor, inspect and audit supply chains.
• Ensure that suppliers provide the highest quality products and services.

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