Management Training in Setúbal

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

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

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

This instructor-led, live training in Setúbal (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 Setúbal (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 Setúbal (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.

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 Setúbal (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.

This instructor-led, live training in Setúbal (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 Setúbal (online or onsite) targets intermediate to advanced board members and directors who aim to enhance their leadership, governance, and decision-making skills.

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

• Comprehend the core responsibilities and legal obligations of a director.
• Establish effective governance frameworks and foster positive boardroom dynamics.
• Strengthen strategic decision-making and risk management competencies.
• Enhance communication, leadership, and ethical decision-making at the board level.

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

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

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

This instructor-led, live training in Setúbal (online or onsite) is designed for intermediate-level professionals who want to develop a systematic approach to identifying, analysing, and resolving problems using RCA methodologies.

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

• Grasp the essential concepts of RCA and continuous improvement cycles.
• Apply various RCA tools to identify the root cause of problems.
• Develop and implement effective problem-solving strategies.
• Integrate RCA into organizational improvement and prevention efforts.

This instructor-led, live training in Setúbal (online or onsite) is aimed at beginner-level quality control professionals who wish to learn the fundamentals of Statistical Process Control (SPC) and apply it in real-world scenarios.

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

• Grasp the fundamentals of Statistical Process Control (SPC).
• Utilise essential SPC tools such as control charts, histograms, Pareto charts, and scatter diagrams to monitor process performance.
• Construct and interpret various types of control charts for variable and attribute data to detect and analyse process variations.
• Calculate and interpret process capability indices.

Introduction

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

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

Objective

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

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

Training Benefits

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

This instructor-led, live training in Setúbal (online or onsite) is aimed at beginner-level, intermediate-level, or advanced-level professionals who wish to discover, learn, and transform into today's top leaders. It is also for companies who wish to train their managers to become today's top leaders.

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

• Evaluate their Leadership Style
• Explore the Modern Leadership Prototype
• Examine the Responsibilities of a Leader
• Enhance their Leadership Skills
• Serve as a Role Model

This instructor-led, live training (online or onsite) is aimed at team leaders and middle managers who want to adopt AI safely and effectively by addressing the human factors that drive success: trust, accountability, decision habits, and psychological safety.

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

• Define when to use AI and when not to (stop rules).
• Verify AI outputs with practical standards (red flags, second source).
• Set accountability and escalation triggers.
• Build team agreements and a 30-day adoption plan.

Finance / Management

Participant Profiles

C-level executives, Operations Managers, Enterprise Architects, Business Analysts, System Analysts, and Designers

Objective

This introductory seminar offers an overview of digital business models, along with the business and enterprise architecture frameworks and methodologies that organisations are prioritising to enhance their business agility in response to the disruptions characterising the digital age.

Specifically, the seminar aims to help you comprehend the frameworks and reference architectures utilised globally to align digital business models with IT system architectures, ensuring they remain attuned to a shifting competitive landscape.

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

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

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

In this instructor-led training, you will learn how to delegate strategically, set clear expectations, and cultivate trust within your team. Designed specifically for mid-level managers, this course addresses the barriers to delegation, practical handoff techniques, accountability structures, and trust-building practices.

This instructor-led, live training Setúbal (online or onsite) is designed for individuals feeling stressed who wish to manage their stress effectively and achieve a calmer, clearer, and more energetic state in their daily lives.

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 minimizing stress accumulated throughout the day.
• Shift negative emotions and boost positive ones using proven techniques.
• Address stress-causing disempowering beliefs regarding work, life, and relationships.

Target Audience

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

Course Objectives

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

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

Delivery Format

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

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

Overview

Global regulators are increasingly linking the level of risk a bank takes to the capital it must hold, while financial institutions are increasingly adopting risk-based management practices. As banks, their products, regulatory frameworks, and global markets grow more complex, effective risk management faces greater challenges. A critical lesson from the banking crisis of the past five years is that risks are highly interconnected; to manage them efficiently, banks must understand these interactions.

Key features include:

• An explanation of current risk-based regulations
• A detailed review of the major risks facing banks
• Industry best practices for adopting an enterprise-wide approach to integrating risk management
• Using governance techniques to foster a group-wide culture where everyone actively manages risks in alignment with the bank’s strategic objectives
• An exploration of the challenges risk managers may face in the future.

The course extensively utilizes case studies designed to explore, examine, and reinforce the concepts and ideas covered over the five days. Historical events at banks are used throughout to highlight failures in risk management and to discuss actions that could have prevented losses.

Objectives

This course aims to help bank management deliver an appropriate integrated strategy for managing the complex and evolving risks and regulations in today’s international banking environment. Specifically, it provides senior management with an understanding of:

• Major risks within the financial industry and key international risk regulations
• How to manage a bank’s assets and liabilities while maximizing returns
• The interaction between different risk types and how banks use an integrated approach for management
• Corporate governance and best practice approaches for managing diverse stakeholder interests
• How to develop a culture of risk governance as a tool for minimizing unnecessary risk-taking.

Who should attend this seminar

This course is intended for those new to integrated risk management, senior management responsible for strategic risk management, or individuals seeking to deepen their understanding of enterprise risk management. It is useful for:

• 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.

Why should you attend?

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

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

Who should attend?

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

Learning objectives

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

Educational approach

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

Upon completing the training course, you will be eligible to sit for the exam. Should you pass, you can apply for the “Certified ISO 22301 Lead Implementer” credential. This internationally recognised certificate validates your professional capabilities and practical knowledge to implement a Business Continuity Management System (BCMS) in accordance with ISO 22301 requirements within an organisation.

Who should attend?

• Project managers and consultants working on business continuity
• Expert advisors aiming to master the implementation of a business continuity management system
• Individuals tasked with maintaining conformity with BCMS requirements within an organisation
• Members of the BCMS team

Learning objectives

• Gain a comprehensive understanding of the concepts, approaches, methods, and techniques used to implement and effectively manage a BCMS
• Learn how to interpret and apply the requirements of ISO 22301 within the specific context of an organisation
• Understand the operation of the business continuity management system and its processes as defined by ISO 22301
• Acquire the necessary knowledge to support an organisation in effectively planning, implementing, managing, monitoring, and continually improving a BCMS

Educational approach

• This training course is grounded in theory, implementation best practices, and the ISO 22301 requirements essential for BCMS implementation.
• Lecture sessions are reinforced with practical exercises based on a case study, including role-playing and discussions.
• Participants are encouraged to interact with one another and engage in discussions and exercises.
• The exercises mirror the format of the certification exam.

General Information

• Certification fees are included in the exam price. After completing the course, you will be able to book the exam.
• Participants will receive training materials comprising 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.
• Candidates who fail the exam may retake it within 12 months of the initial attempt at no additional cost.

The ISO 9001 Lead Implementer training provides you with the essential expertise to assist an organisation in establishing, implementing, managing, and maintaining a Quality Management System (QMS) in accordance with ISO 9001. Throughout this course, you will gain a deep understanding of Quality Management System best practices, thereby enhancing the organisation's customer satisfaction as well as its overall performance and effectiveness.

Upon mastering the key concepts of Quality Management Systems, you will be eligible to take the examination and apply for the ‘PECB Certified ISO 9001 Lead Implementer’ credential. Holding a PECB Lead Implementer Certificate demonstrates your practical knowledge and professional capability to implement ISO 9001 within an organisation.

Who should attend?

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

General information

• Certification fees are included in the exam price
• Training materials comprising over 450 pages of content and practical examples will be provided
• A participation certificate awarding 31 CPD (Continuing Professional Development) credits will be issued
• In the event of an exam failure, you may retake the exam free of charge within 12 months

Target Audience

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

Course Format

The course will be a highly-interactive combination of:

• Facilitated Discussions
• Slide Presentations
• Exercises and Case Studies

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

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

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

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

Format of the Course

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

Course Customization Options

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

This instructor-led, live training in Setúbal (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.

Target Audience

Senior managers seeking a deeper understanding of the core issues in Strategic Management and how to apply them effectively.

Course Format

The course is delivered through a blend of:

• Facilitated discussions
• Slide presentations
• Case studies and practical examples

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

• Identify the foundational issues of effective strategic leadership and their connection to a robust organisational climate.
• Explain various strategic business models and assess their potential implications for their own organisations.
• Clarify the key concepts underpinning the development of high-performing teams and the management of change.
• Define and utilise essential financial metrics to evaluate strategic success.

Audience

This course is tailored for all staff members seeking a broader perspective on their role within the business, their specific responsibilities, and their contribution to enhancing the organisation as a whole.

Course Format

The training combines the following elements:

• Facilitated Discussions
• Slide Presentations
• Practical Exercises

By the end of the workshop, attendees will be able to:

• Define what a 'brand' is and how they can influence it
• Understand change strategy processes and your company’s position within them
• Outline the key principles underlying business changes
• Recognise the importance of Customer and Stakeholder relationships in business success
• Explain the financial aspects of the business and their specific area
• Determine key negotiation aspects to ensure optimal outcomes for their business section