Every course available at Trident Academy, with what you will learn in each one and the international standards and references it is designed under.
- 104 courses
- 10 fields
- 473 hours of training
Every course includes narrated videos, interactive activities, a final assessment and a certificate verifiable online.
Artificial Intelligence
Level 1 AI for Everyone: Essential ConceptsIAR-101 · Foundation · 2 h What artificial intelligence is, how it works and where we already use it every day. Princípios da OCDE para a IARecomendação UNESCOISO/IEC 42001 Details
You hear about artificial intelligence every day, but are you sure what it is? This course explains, in plain language and without hype, what AI is, how it learns and where it already shows up in your phone, in banking, on social media, in translation and in healthcare. You will discover what AI does well, where it fails and how it can change your work, based on international references such as the OECD AI Principles and the UNESCO Recommendation on the Ethics of AI. With practical examples from several sectors, interactive activities and a personal plan to get started. No technical knowledge needed — just curiosity. The course is delivered in Portuguese.
What you will learn
- Explain in plain language what artificial intelligence, machine learning and generative AI are.
- Identify AI applications already part of everyday life: phones, banking, social media, translation and healthcare.
- Recognise the strengths and limits of AI, including hallucinations, bias and dependence on data.
- Reflect on the impact of AI on your profession and identify skills and opportunities to develop.
Who it is for: Professionals from every field and individuals, no technical knowledge needed.
Standards and references: Princípios da OCDE para a IA · Recomendação UNESCO · ISO/IEC 42001
Level 1 Generative AI Assistants at Work: First StepsIAR-102 · Foundation · 2.3 h Use AI assistants to write, summarise, translate and research safely. Princípios da OCDE para a IARecomendação UNESCOISO/IEC 42001 Details
Want to write emails, summarise reports and translate documents in half the time? In this practical course you will learn to use generative AI assistants such as ChatGPT, Claude, Copilot or Gemini in your daily work. With practical examples from companies in several sectors, you will write clear prompts, improve answers, check whether information is reliable and protect your company's confidential data. No technical knowledge needed. In about two hours you will gain the confidence to use AI productively, safely and responsibly. The course is delivered in Portuguese.
What you will learn
- Compare the main generative AI assistants and tell free versions apart from business versions.
- Write simple prompts with context, task and format, and improve answers through revisions.
- Use AI assistants to write emails, summarise documents, translate between Portuguese and English and review texts.
- Check the reliability of AI answers by confirming sources, dates, figures and references.
- Apply security rules so you never expose personal data or confidential company information.
Who it is for: Office professionals in every field
Standards and references: Princípios da OCDE para a IA · Recomendação UNESCO · ISO/IEC 42001
Level 1 Responsible and Ethical Use of AIIAR-103 · Foundation · 1.8 h Risks, bias, hallucinations, confidentiality and data protection. Princípios da OCDERGPD (referência) Details
Artificial intelligence is already part of your working day: it writes emails, summarises reports and answers questions in seconds. But it also makes up facts, repeats prejudice and can expose your company's confidential data. In this practical course, based on international references such as the OECD AI Principles, the UNESCO Recommendation on the Ethics of AI and the GDPR, you will learn to recognise the main AI risks, protect personal data and trade secrets, and apply good practice in human review, transparency and accountability. It ends with a checklist ready to use at work. Use AI with confidence, without putting your company at risk. The course is delivered in Portuguese.
What you will learn
- Identify the main risks of using AI: hallucinations, bias, intellectual property infringement and deepfakes.
- Tell apart personal data, confidential information and trade secrets, and decide what can and cannot be shared with an AI tool.
- Apply general personal data protection principles to AI at work, using the GDPR as an international reference and respecting the law in your country.
- Follow good practice in human review, transparency and accountability, in line with your company's AI policy.
- Use a responsible-use checklist before using AI-generated results.
Who it is for: All employees of companies adopting AI
Standards and references: Princípios da OCDE · RGPD (referência)
Cybersecurity & Data Protection
Level 1 Cybersecurity AwarenessCIB-101 · Foundation · 1.5 h Passwords, devices, Wi-Fi networks and safe digital habits. ISO/IEC 27002NIST SP 800-63B Details
A single click can bring a whole company to a standstill. In this mandatory annual course you will understand why every employee is a target for cyberattacks, create strong passwords, turn on multi-factor authentication, protect your computer, phone and internet connections, and know exactly what to do when something looks wrong. Built on international references (ISO/IEC 27001 and 27002, the NIST Cybersecurity Framework and NIST SP 800-63B password guidance), with everyday examples from offices, warehouses, shops and building sites, interactive scenarios and a quick guide to download, you will be ready to be your organisation's first line of defence. The course is delivered in Portuguese.
What you will learn
- Explain why every employee, whatever their role, is a target for cyberattacks.
- Create strong passwords and passphrases, and use a password manager and multi-factor authentication.
- Protect computers, phones and network connections with updates, antivirus, screen locking and care with public Wi-Fi and USB devices.
- Recognise the signs of a security incident and report it correctly without making things worse.
Who it is for: All employees (mandatory annual course)
Standards and references: ISO/IEC 27002 · NIST SP 800-63B
Level 1 Phishing and Social EngineeringCIB-102 · Foundation · 1.8 h Spot fraudulent emails, messages and calls, and know how to report them. ISO/IEC 27001/27002NIST Cybersecurity Framework Details
A single click can cost your organisation thousands. In this practical course you will discover how scammers manipulate people through email, text messages, phone calls and WhatsApp, using urgency, authority and curiosity. With realistic examples that apply in any country, you will learn to spot fake senders, dangerous links, fake invoices and CEO fraud, and know exactly what to do with a suspicious message — or after you have already clicked. Aligned with international good practice for information security awareness (ISO/IEC 27002 and the NIST Cybersecurity Framework). Less than two hours that protect your company, your colleagues and your own family. The course is delivered in Portuguese.
What you will learn
- Explain how attackers use social engineering to manipulate people through triggers such as urgency, authority and curiosity.
- Tell apart phishing, spear phishing, smishing, vishing and WhatsApp scams.
- Identify the warning signs of a fraudulent message: sender, links, attachments, errors and unusual requests.
- Recognise CEO fraud and fake invoice or changed supplier bank details schemes.
- Respond correctly to a suspicious message: don't click, verify through another channel and report it.
- Take the immediate response steps after clicking a link or giving data to an attacker.
Who it is for: All employees
Standards and references: ISO/IEC 27001/27002 · NIST Cybersecurity Framework
Level 1 Personal Data Protection: International PrinciplesCIB-103 · Foundation · 2.5 h Principles, data subject rights and company obligations, with the GDPR as the international reference. RGPD (referência internacional) Details
Every day at work we handle data about customers, colleagues and job applicants. Do you know what you can and cannot do with it? In this course you will learn what personal data and sensitive data are, who the data subject, the controller and the processor are, and how to apply the processing principles: purpose limitation, data minimisation, storage limitation and security. You will discover the rights of data subjects and how to respond to a request, in a step-by-step case study, and find out what to do when a data breach occurs. Based on international principles (the OECD Guidelines and Convention 108) and on the European Union's GDPR as the reference model, with examples from offices, shops, clinics, banks and warehouses, and a downloadable checklist. Protecting data means protecting people. The course is delivered in Portuguese.
What you will learn
- Explain what personal data and sensitive data are and identify the data subject, the controller and the processor.
- Apply the data processing principles, such as purpose limitation, minimisation, storage limitation and security, and recognise the lawful bases for processing.
- Recognise requests from data subjects and route them correctly, meeting the response deadlines.
- Describe the company's obligations, the role of supervisory authorities and the basic rules for international transfers.
- Recognise a personal data breach and report it immediately through the internal channel.
Who it is for: All employees, IT teams and managers
Standards and references: RGPD (referência internacional)
Health, Safety & Environment (HSE)
Level 1 Workplace Safety Induction (HSE Induction)SST-101 · Foundation · 1.8 h Basic safety rules, hazard communication and safe behaviour. ISO 45001Convenções OIT C155 e C187ILO-OSH 2001 Details
Before stepping onto a site, into a warehouse or an office, everyone needs to speak the same safety language. This HSE induction, based on international standards (ISO 45001 and ILO conventions), prepares employees, supervisors and contractors to recognise hazards, assess risks, apply the hierarchy of controls, follow the golden rules and use their authority to stop work whenever something is not safe. With everyday examples from offices, factories, warehouses and building sites, decision scenarios and interactive exercises, you will also learn to report near misses and act correctly in an emergency. An hour and a half that can save a life — including yours. The course is delivered in Portuguese.
What you will learn
- Explain why safety is a responsibility shared by the company and every employee.
- Tell hazard from risk and identify the most common physical, chemical, biological, ergonomic and psychosocial hazards.
- Apply the hierarchy of controls to propose risk-reduction measures.
- Follow the golden rules and use Stop Work Authority.
- Report incidents and near misses through the right channels.
- Respond correctly to an alarm, an evacuation and the muster point.
Who it is for: All employees, supervisors and HSE technicians (including contractors)
Standards and references: ISO 45001 · Convenções OIT C155 e C187 · ILO-OSH 2001
Level 1 Fire Prevention and Firefighting: The BasicsSST-102 · Foundation · 1.8 h The fire triangle, fire classes, extinguishers and evacuation. ISO 3941ISO 7010 Details
A fire can start with a single spark in an electrical panel, a generator or an overloaded extension lead. In this practical course you will understand how fire starts, identify and remove ignition sources at your workstation, choose the right extinguisher and use it with the PASS method, and know exactly what to do in an evacuation. With realistic scenarios from offices, warehouses, workshops and building sites, and based on international references such as ISO 3941 (fire classes) and ISO 7010 (safety signs), you will be ready to protect your life, your colleagues and your workplace. The course is delivered in Portuguese.
What you will learn
- Explain the fire triangle and tell the fire classes apart.
- Identify and remove ignition sources at your workstation.
- Choose and correctly use the right extinguisher for each situation.
- Carry out a safe evacuation to the assembly point.
Who it is for: All employees, supervisors and HSE technicians
Standards and references: ISO 3941 · ISO 7010
Level 1 Office Ergonomics and Display Screen EquipmentSST-103 · Foundation · 1.8 h Posture, workstation set-up and injury prevention. ISO 45001Convenções OIT C155 e C187ILO-OSH 2001 Details
A stiff neck at the end of the day, tired eyes, tingling wrists? We spend hours in front of screens and our bodies end up paying the price. In this practical course you will understand how poor posture, prolonged screen work and a sedentary routine affect your health, learn to adjust your chair, desk, screen, keyboard, mouse and laptop step by step, and build simple habits of active breaks, stretching and hydration, in the office or when working from home. Based on International Labour Organization principles and international ergonomics standards (the ISO 9241 series), it includes everyday examples, interactive activities and a checklist so you can adjust your workstation today. The course is delivered in Portuguese.
What you will learn
- Recognise the effects of poor posture and prolonged screen work on health (musculoskeletal disorders, eye strain and a sedentary lifestyle).
- Identify early warning signs and know who to report them to.
- Set up the chair, desk, screen, keyboard, mouse and laptop correctly.
- Apply active breaks, the 20-20-20 rule and simple stretching exercises throughout the working day.
- Organise a safe and comfortable home working station.
Who it is for: All employees who work at a computer (in the office or remotely), supervisors and HSE technicians
Standards and references: ISO 45001 · Convenções OIT C155 e C187 · ILO-OSH 2001
Level 1 First Aid: Theory ModuleSST-104 · Foundation · 2.5 h Casualty assessment, bleeding, burns, fractures and calling the emergency services. ISO 45001Convenções OIT C155 e C187ILO-OSH 2001 Details
In the first minutes after an accident or a sudden illness, what a colleague does can change everything. This theory module prepares you to make the scene safe, assess the casualty, call the emergency services and take the first steps for bleeding, wounds, burns, fractures, fainting, seizures, stroke and hypoglycaemia. Based on international first aid and resuscitation principles (ILCOR, the European Resuscitation Council and the International Federation of Red Cross and Red Crescent Societies), it includes decision scenarios, interactive activities and support materials for the workplace. Important: this course is theoretical and does not replace certified practical training in first aid and basic life support. The course is delivered in Portuguese.
What you will learn
- Describe the first aider's role and the sequence of action: scene safety, casualty assessment, raising the alarm and giving aid.
- Explain how to call the emergency services and what information to give.
- Describe the primary assessment of consciousness, airway and breathing, and identify when to place the casualty in the recovery position or start basic life support.
- Describe the first steps for bleeding, wounds and burns.
- Recognise fractures, fainting, seizures, stroke and hypoglycaemia and describe the right initial response.
- Explain why certified practical training is needed and how to organise the first aid kit and incident records.
Who it is for: All employees, designated first aiders, supervisors and HSE technicians
Standards and references: ISO 45001 · Convenções OIT C155 e C187 · ILO-OSH 2001
Level 1 Personal Protective Equipment (PPE)SST-105 · Foundation · 2.3 h Selecting, using, inspecting and maintaining PPE correctly. Convenção OIT C155normas ISO/EN/ANSI de EPI Details
Helmets, boots and gloves only protect you if they are the right ones, in good condition and worn properly. In this practical course you will understand why PPE is the last barrier between you and the hazard, learn to choose the right protection for head, eyes, ears, hands, feet, airways, body and work at height, and master the inspection, fitting, cleaning and replacement of equipment. Based on the hierarchy of controls, ILO conventions and international standards (ISO, with regional EN and ANSI equivalents), it includes examples from building sites, workshops and warehouses, interactive activities and checklists to use in the field. The course is delivered in Portuguese.
What you will learn
- Place PPE in the hierarchy of risk controls and explain why it is the last line of protection.
- Identify the responsibilities of the employer, supervisors and workers for PPE.
- Read the main standards and markings found on PPE.
- Select the right PPE for each type of risk (head, eyes, ears, hands, feet, airways, body and falls).
- Fit, inspect, clean, store and replace PPE correctly, keeping the required records.
Who it is for: All field employees, supervisors and HSE technicians
Standards and references: Convenção OIT C155 · normas ISO/EN/ANSI de EPI
Level 1 Electrical Hazard AwarenessSST-106 · Foundation · 1.8 h Electrical hazards and safety rules for non-electricians. ISO 45001Convenções OIT C155 e C187ILO-OSH 2001 Details
Electricity cannot be seen or heard, and it gives no warning before it injures. In this awareness course, designed for people who are not electricians, you will understand how electric current causes shock, burns, arc flash and fires, and why overhead lines and buried cables are invisible hazards. You will learn to recognise the most common electrical hazards in the office, the warehouse, the workshop and on site, and to apply the golden rules for non-electricians: inspect before use, never repair or improvise, remove and report damaged equipment, respect locks and tags, and act correctly when someone has received an electric shock. Aligned with international good practice (IEC 60364, NFPA 70E and UK HSE guidance). The course is theoretical: it does not qualify you to carry out electrical work and does not replace certified practical training. The course is delivered in Portuguese.
What you will learn
- Explain how electricity causes injury (shock, burns, arc flash and fire) and why many electrical hazards cannot be seen.
- Identify common electrical hazards in the office, the warehouse, the workshop and on site, including overhead lines and buried cables.
- Apply the golden rules of electrical safety for non-electricians.
- Act safely when someone has received an electric shock.
Who it is for: All non-electrician employees
Standards and references: ISO 45001 · Convenções OIT C155 e C187 · ILO-OSH 2001
Level 1 Hazardous Substances: Labelling and Safety Data SheetsSST-107 · Foundation · 1.8 h GHS pictograms, reading safety data sheets, storage, handling and response to small chemical spills. GHS (Sistema Mundialmente Harmonizado da ONU) Details
Diesel, solvents, paints, acids, cement, cleaning products and gases are part of everyday life in workshops, building sites, warehouses, laboratories and oil and gas facilities. In this course you will learn where hazardous substances are found, how they enter the body and what effects they can have in the short and long term. You will read a label according to the United Nations Globally Harmonized System (GHS), interpret the nine pictograms, the signal word and the statements, and quickly find the essential information in the safety data sheet (SDS): hazards, first aid, handling and storage, PPE and disposal. Finally, you will practise safe handling, storage and the response to a small spill. Aligned with the GHS and ILO Convention No. 170 on chemicals. The course is delivered in Portuguese.
What you will learn
- Recognise where hazardous substances are present at work, the forms they take and their routes of entry into the body.
- Interpret the elements of a GHS label: pictograms, signal word, hazard statements and precautionary statements.
- Find in the safety data sheet the information on hazards, first aid, handling and storage, PPE and disposal.
- Handle and store chemicals safely and respond to a small spill.
Who it is for: Workers who handle chemicals, fuels and reagents
Standards and references: GHS (Sistema Mundialmente Harmonizado da ONU)
Level 1 Noise and Vibration at Work: AwarenessSST-108 · Foundation · 1.8 h Effects of noise and of hand-arm and whole-body vibration, warning signs, hearing protection and good practice to reduce exposure. Convenção OIT C148 (ar, ruído e vibrações)Código de práticas da OIT «Ambient factors in the workplace» (2001) Details
Noise-induced hearing loss does not hurt, develops gradually and cannot be cured. Vibration from tools and machines also leaves its mark: white fingers, tingling, loss of strength and lower back pain. In this awareness course you will understand how the ear works, what the decibel means and how to recognise when noise is too loud. You will learn about the effects of hand-arm and whole-body vibration, the warning signs and the duty to report. And you will learn to protect yourself: the control measures of the hierarchy, mandatory hearing protection zones, the correct fitting of earplugs and earmuffs, and health surveillance. With examples from building sites, workshops, mines and industrial facilities, aligned with ILO Convention No. 148, the ILO code of practice on ambient factors in the workplace and UK HSE guidance. The course is delivered in Portuguese.
What you will learn
- Explain how noise permanently damages hearing.
- Recognise the most common sources of noise and vibration and when noise may require assessment.
- Recognise the effects and warning signs of hand-arm and whole-body vibration.
- Apply control measures and use hearing protection correctly.
Who it is for: Building site, workshop, mine and industrial facility workers
Standards and references: Convenção OIT C148 (ar, ruído e vibrações) · Código de práticas da OIT «Ambient factors in the workplace» (2001)
Level 1 Heat Stress: Working Safely in the HeatSST-109 · Foundation · 1.8 h How heat affects the body, acclimatisation, hydration, breaks, signs of heat exhaustion and heatstroke, and what to do when a colleague is affected. ISO 7243 (índice WBGT)Código de práticas da OIT «Ambient factors in the workplace» (2001) Details
Working in the sun on a building site, in an open-pit mine or on a platform, or near furnaces, engines and industrial kitchens, puts the body to the test. Heat stress reduces concentration, increases accidents and can lead to heatstroke, a medical emergency that can kill. In this course you will understand how the body defends itself against heat and who is most at risk, apply prevention measures (gradual acclimatisation, regular hydration, shade, breaks, working hours and the buddy system) and gain a basic understanding of work-rest schedules based on the WBGT index. You will also learn to recognise heat-related illnesses and to give the correct first response to an affected colleague. Aligned with ISO 7243 and the ILO code of practice on ambient factors in the workplace. The course does not replace individual medical advice or practical first aid training. The course is delivered in Portuguese.
What you will learn
- Explain how heat and exertion affect the body and who is most at risk.
- Apply heat stress prevention measures: acclimatisation, hydration, shade, breaks, working hours and the buddy system.
- Recognise heat-related illnesses, identifying heatstroke as a medical emergency.
- Give the correct first response to a colleague affected by heat and report cases and near misses.
Who it is for: Field workers and their supervisors
Standards and references: ISO 7243 (índice WBGT) · Código de práticas da OIT «Ambient factors in the workplace» (2001)
Level 1 Fatigue and Shift Work: AwarenessSST-110 · Foundation · 1.8 h Causes and signs of fatigue, sleep hygiene on shifts and rotations, microsleep risks and how to report when you are not fit for work. Convenção OIT C171 (trabalho noturno)UK HSE HSG256 «Managing shift work» Details
Night shifts, long rotations at remote sites, journeys to the workplace, heat and overtime: fatigue is a real risk in oil and gas, mining, construction, logistics and round-the-clock services. In this course you will understand how sleep and the body clock work, what sleep debt and microsleep are, and why fatigue affects attention, reaction time and decisions. You will learn sleep and recovery habits adapted to shifts and rotations, including strategic naps, caffeine in moderation, food and hydration, and extra care when driving after a shift. Finally, you will practise recognising the signs of fatigue in yourself and in colleagues, the "am I fit for work?" self-assessment and how to report it, in a just culture. Aligned with ILO Convention No. 171 on night work and UK HSE guide HSG256 on managing shift work. The course does not replace individual medical advice. The course is delivered in Portuguese.
What you will learn
- Explain what fatigue is, how it relates to sleep and the body clock, and why it increases the risk of accidents.
- Identify the factors that increase fatigue in shift and rotational work.
- Apply sleep and recovery habits suited to shifts and rotations.
- Recognise signs of fatigue in yourself and in colleagues and report when you are not fit for work.
Who it is for: Shift workers, rotational workers and drivers
Standards and references: Convenção OIT C171 (trabalho noturno) · UK HSE HSG256 «Managing shift work»
Level 1 Travel Health and Malaria Prevention for Mobile WorkersSST-111 · Foundation · 1.8 h Medical preparation before travel, vaccines, bite prevention, chemoprophylaxis, safe water and food, and when to seek medical help. OMS «International travel and health»OMS «Guidelines for malaria» Details
People who work on rotation, on remote projects or who travel frequently are exposed to health risks they do not face at home: malaria and other mosquito-borne diseases, contaminated water and food, intense heat and dangerous roads. In this course you will learn to prepare a work trip from a health point of view, to apply the four malaria prevention rules recommended by the World Health Organization, to respond correctly to a fever during or after the trip and to prevent water- and food-borne diseases. Based on the WHO publication "International travel and health" and its guidance on malaria, it includes examples from building sites, camps and platforms, a decision scenario and a preparation checklist. The course does not replace individual medical advice. The course is delivered in Portuguese.
What you will learn
- Prepare a work trip from a health point of view: medical consultation, vaccines, medication, health kit, insurance and evacuation plan.
- Identify reliable sources of health information, such as the WHO and the company health service.
- Apply malaria prevention measures (know the risk, avoid bites, chemoprophylaxis and rapid diagnosis).
- Recognise a fever during or after travel as an emergency and act accordingly.
- Prevent water- and food-borne diseases, treat early dehydration and know when to seek medical help.
Who it is for: Rotational workers, expatriates and employees who travel to remote locations
Standards and references: OMS «International travel and health» · OMS «Guidelines for malaria»
Level 1 Housekeeping and Prevention of Slips, Trips and FallsSST-112 · Foundation · 1.8 h Housekeeping, floors, stairs, lighting and footwear to prevent one of the most common causes of workplace accidents. UK HSE INDG225 «Preventing slips and trips at work»ISO 7010 (sinais de segurança) Details
A wet floor, a cable across a corridor or a poorly lit staircase is all it takes to cause an injury that keeps someone off work for weeks. In this course you will understand why we slip, trip and fall, apply simple housekeeping rules at the workstation and on site, and check floors, stairs, lighting and footwear before they become a problem. Based on ILO guidance, ISO 7010 safety signs and the UK HSE guide "Preventing slips and trips at work" as a reference for good practice, it includes examples from warehouses, workshops, building sites and offices, interactive activities and a housekeeping checklist to use in the field. The course is delivered in Portuguese.
What you will learn
- Distinguish between slips, trips and falls on the same level and explain their most common causes.
- Recognise the consequences of these accidents for the individual and for the team.
- Apply housekeeping rules at the workstation and on site, including the management of cables, hoses, spills and waste.
- Check floors, stairs, ramps, lighting and footwear and use three points of contact.
- Report unsafe conditions and use a housekeeping checklist.
Who it is for: All employees
Standards and references: UK HSE INDG225 «Preventing slips and trips at work» · ISO 7010 (sinais de segurança)
Level 1 Safe Use of Hand Tools and Portable Power ToolsSST-113 · Foundation · 1.8 h Selection, pre-use inspection, guards, defective tools and suitable PPE for hand, power and pneumatic tools. IEC 62841 (segurança de ferramentas elétricas portáteis)Código de práticas da OIT «Safety and health in the use of machinery» (2013) Details
An angle grinder without a guard, the wrong disc or a spanner used as a hammer are behind many cuts, flying particles and injuries to hands and eyes. In this course you will learn to choose the right tool for each task, to inspect it before use and to take defective tools out of service. You will see how to use hand, power, battery, pneumatic and hydraulic tools safely, including angle grinders, and how to choose PPE and protect the people around you. Based on the ILO code of practice on safety in the use of machinery and on the IEC 62841 series as a reference, it includes examples from workshops, building sites and industrial facilities, interactive activities and an inspection checklist. The course is delivered in Portuguese.
What you will learn
- Select the right tool for the task and recognise the hazards of improvised tools.
- Inspect hand, power, pneumatic and hydraulic tools before use and take defective ones out of service.
- Use angle grinders and battery, pneumatic and hydraulic tools with the appropriate guards and precautions.
- Choose suitable PPE, including eye and hearing protection, and avoid the risk of entanglement.
- Protect the people around you and transport and store tools correctly.
Who it is for: Maintenance, workshop and building site workers
Standards and references: IEC 62841 (segurança de ferramentas elétricas portáteis) · Código de práticas da OIT «Safety and health in the use of machinery» (2013)
Level 1 Process Safety: Awareness for Operators and TechniciansSST-115 · Foundation · 1.8 h Loss of containment, safety barriers, management of change and lessons from major accidents explained for frontline workers. Convenção OIT C174 (prevenção de acidentes industriais maiores)IOGP Report 456 (indicadores de segurança de processos) Details
Major accidents at process facilities rarely begin with an explosion: they begin with a leak, an ignored alarm, a valve removed for maintenance or a "temporary" change that nobody recorded. In this course you will understand the difference between personal safety and process safety, what a loss of containment is and why good personal accident figures are not enough. Through the lessons of well-known accidents such as Piper Alpha, Texas City and Buncefield, you will learn about the barriers that prevent and mitigate major accidents, the Swiss cheese model and the bow-tie, and what you can do day to day to keep those barriers effective. Aligned with ILO Convention No. 174 and IOGP guidance on process safety indicators, it is a cross-sector course for fuel depots, power plants, factories and process facilities. The course is delivered in Portuguese.
What you will learn
- Distinguish personal safety from process safety and explain what a loss of containment and a major accident are.
- Describe, in general terms, the lessons of well-known major accidents (Piper Alpha, Texas City and Buncefield).
- Explain the role of prevention and mitigation barriers, using the Swiss cheese model and the bow-tie.
- Recognise degraded barriers, such as inhibited alarms, bypasses and overdue inspections.
- Apply day to day the behaviours that keep barriers effective: operating within limits, reporting changes, handing over shifts properly, respecting permits, reporting and stopping work.
Who it is for: Operators and technicians at fuel depots, power plants, factories and process facilities
Standards and references: Convenção OIT C174 (prevenção de acidentes industriais maiores) · IOGP Report 456 (indicadores de segurança de processos)
Human Resources
Level 1 Introduction to Human Resource ManagementRHU-101 · Foundation · 2.5 h Overview of HR processes: recruitment, personnel administration, training and performance. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
What exactly does human resources do? In this course you follow Ana through her first weeks as an HR officer at a company with an office, a factory and construction sites. You will see how the function has evolved from the personnel department to people management, what its mission is and how it can be organised, with an introduction to the three-pillar model. You will follow the employee life cycle, from attraction to exit, and the moments that shape the employee experience. You will get to know the main HR processes, with their inputs and outputs, and learn to tell what falls to managers and what falls to HR, using the RACI matrix, clear policies, ethics and confidentiality. The course uses ILO standards as its reference and reminds you that labour law varies from country to country. With interactive images, drag-and-drop exercises and decision scenarios. The course is delivered in Portuguese.
What you will learn
- Explain how the human resources function contributes to people and to the organisation's results.
- Describe the stages of the employee life cycle and the role of human resources in each.
- Classify the main human resources processes and their inputs and outputs.
- Distinguish what falls to human resources and what falls to managers in people management, using a responsibility matrix.
Who it is for: HR officers, managers, people starting out in HR
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 1 Labour Law: Fundamentals and ILO StandardsRHU-102 · Foundation · 2.5 h Contracts, rights and duties, working time, holidays and termination in the light of the ILO fundamental conventions. Convenções fundamentais da OIT Details
What rights and duties arise from an employment contract? In this course you follow the team at a logistics company and learn the fundamentals of labour law from an international perspective. You will learn what distinguishes an employment contract from a contract for services, the types of contract, the probationary period and the form of the contract. You will distinguish the duties of the employer and the employee, the limits of disciplinary power and the principle of equality and non-discrimination. You will apply the general rules on working hours, overtime, holidays and absences in a case study and gain an overview of pay and of the ways the contract can end. The course uses ILO conventions and recommendations as its reference and reminds you that the details always depend on the applicable law. It does not replace legal advice. The course is delivered in Portuguese.
What you will learn
- Identify the types and elements of the employment contract and distinguish it from a contract for services.
- Distinguish the rights and duties of the employer and the employee, including the limits of disciplinary power and the principle of non-discrimination.
- Apply the general rules on working hours, overtime, holidays and absences, based on ILO standards and the applicable law.
- Recognise the general rules on pay and the ways an employment contract can end, as well as the rights on termination.
Who it is for: HR, managers, employees
Standards and references: Convenções fundamentais da OIT
Level 1 Payroll: Basic ConceptsRHU-103 · Foundation · 3.5 h Structure of the payslip, pay elements, income tax withholding and social security contributions (illustrative examples). Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Want to understand, and calculate, a payslip from start to finish? In this course you follow Inês through her first months in a payroll team. You will learn to read every line of a payslip, to calculate pro rata amounts, holiday and Christmas allowances, overtime and absences, to apply a progressive tax table using both methods and to calculate employee and employer social security contributions. Finally, you will process complete salaries, from gross to net, and learn to check, reconcile and avoid the most common errors, including attempted fraud, and to correct them transparently. Includes downloadable Excel exercises. All rates and rules are illustrative and do not correspond to any country: at work, always apply the law of your country. The course is delivered in Portuguese.
What you will learn
- Interpret every line of a payslip.
- Calculate pro rata amounts, holiday and Christmas allowances, overtime and deductions for absences.
- Calculate tax withheld at source using a progressive bracket table.
- Calculate employee and employer social security contributions.
- Process a complete salary from gross to net, checking the result and identifying the most common errors.
Who it is for: HR and payroll officers
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 1 Preventing Harassment in the WorkplaceRHU-104 · Foundation · 1.8 h Identify, prevent and report psychological and sexual harassment. Convenção OIT C190 (violência e assédio) Details
Everyone has the right to work with dignity and respect. In this course you will learn to recognise the forms of psychological and sexual harassment, including online, and to tell acceptable behaviour from unacceptable behaviour. Find out what to do if you are targeted, how to step in safely as a bystander using the five Ds approach, and what role managers play. You will also learn about reporting channels, confidentiality, protection against retaliation and the stages of a fair investigation. Based on ILO Convention 190 and Recommendation 206, with interactive scenarios set in offices, shops, warehouses and contact centres, and a downloadable checklist. Respect is everyone's job. The course is delivered in Portuguese.
What you will learn
- Recognise the forms of psychological and sexual harassment, including online harassment, based on the definition in ILO Convention 190.
- Tell acceptable behaviour from unacceptable behaviour in the workplace.
- Act appropriately as a target, bystander or manager when faced with harassment.
- Use the reporting channels and explain confidentiality, protection against retaliation and the stages of an investigation.
- Know where to seek help, inside and outside the organisation.
Who it is for: HR officers and managers, supervisors and employees
Standards and references: Convenção OIT C190 (violência e assédio)
Level 1 Recruiting Well: An Essential Guide for ManagersRHU-105 · Foundation · 1.8 h Define the need, write the job advert, screen applications and decide with fair criteria. Convenção OIT C111 (discriminação)ISO 30405 (recrutamento) Details
Are you about to hire someone for your team? In this course you follow a contact centre supervisor and a recruitment officer from the old job advert to the right hire. You will learn to decide whether the position should be replaced, redistributed or transformed, to describe the role and to define a profile with essential and desirable requirements and observable competencies. You will write a clear, inclusive job advert, in line with ILO Convention 111, choose the channels and screen applications with a grid defined in advance. Finally, you will decide with a decision matrix, ask for references, avoid hiring on likeability, communicate the decision to all candidates and protect their data. Includes a downloadable checklist and templates. The course is delivered in Portuguese.
What you will learn
- Decide whether a vacancy should be filled and define the profile with objective criteria.
- Write a clear, inclusive job advert and screen applications against criteria set in advance.
- Make a well-founded hiring decision, using a decision matrix, and communicate it properly to all candidates.
- Recognise and avoid discriminatory practices and hiring on likeability, protecting candidates' data.
Who it is for: Managers involved in recruitment
Standards and references: Convenção OIT C111 (discriminação) · ISO 30405 (recrutamento)
Level 1 The Selection Interview: Techniques for InterviewersRHU-106 · Foundation · 2.5 h Prepare and conduct structured and behavioural interviews, avoid bias and record the assessment. Convenção OIT C111 (discriminação)ISO 30405 (recrutamento) Details
A good hire starts with a good interview. In this course for managers and human resources officers, you will learn to prepare the selection interview, with a profile, competencies, an interview guide, a rating scale and a panel, and to conduct it in a structured way, with behavioural questions, the STAR method and situational questions. You will get to know the most common interviewer biases, such as the halo effect, similarity, first impressions and contrast, and the questions you should avoid and how to rephrase them, based on the principle of non-discrimination in ILO Convention No. 111. Finally, you will learn to take notes, score, reach consensus and decide with a comparison matrix in Excel, give feedback to candidates and protect the records. Includes scenarios with decisions, a checklist and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Prepare a selection interview with a defined profile, competencies, interview guide, rating scale, panel and logistics.
- Conduct a structured interview with behavioural questions, using the STAR method, and situational questions.
- Recognise the most common interviewer biases and avoid and rephrase discriminatory questions.
- Record the assessment by competency, run the consensus meeting and use a comparison matrix to support the decision.
- Give feedback to candidates and retain and protect recruitment records.
Who it is for: Managers and HR officers
Standards and references: Convenção OIT C111 (discriminação) · ISO 30405 (recrutamento)
Level 1 Diversity, Equity and Inclusion at WorkRHU-107 · Foundation · 1.8 h Unconscious bias, non-discrimination, everyday inclusion and the role of each person. Convenções OIT C100 (igualdade de remuneração) e C111 (discriminação) Details
Diversity is a fact; inclusion is everyone's choice. In this course for all employees and managers, you will learn to distinguish diversity, equality, equity and inclusion and to recognise direct and indirect discrimination, based on ILO Conventions No. 100 and No. 111. You will discover how unconscious biases and stereotypes work, how they influence meetings, tasks and promotions, and what microaggressions are and why they weigh so heavily. You will practise ways of stepping in respectfully, as a bystander and when the mistake is yours. Finally, you will apply inclusive behaviours day to day: giving everyone a voice, inclusive language, reasonable adjustments, the role of managers and how to report discrimination. With scenarios with decisions, a reflection exercise and a downloadable personal plan. The course is delivered in Portuguese.
What you will learn
- Distinguish diversity, equality, equity and inclusion and explain why they matter at work.
- Explain the principle of non-discrimination and equal remuneration based on ILO Conventions No. 100 and No. 111.
- Recognise unconscious biases, stereotypes and microaggressions in everyday situations.
- Respond respectfully to a microaggression, as a bystander or as the person responsible.
- Apply inclusive behaviours in the team and explain how to report a situation of discrimination.
Who it is for: All employees and managers
Standards and references: Convenções OIT C100 (igualdade de remuneração) e C111 (discriminação)
Level 1 Personnel Administration and HR RecordsRHU-108 · Foundation · 2.5 h Personnel file, contracts, attendance, filing and protection of employees' personal data. Código de práticas da OIT sobre a proteção dos dados pessoais dos trabalhadoresRGPD (referência internacional) Details
Correct salaries, contracts renewed on time and protected data all depend on good personnel administration. In this course for administrative and human resources officers, you will learn to organise the employee's personnel file, knowing what should and should not be in it, and to record hires, contract changes, internal mobility, employment letters and exits in a traceable way, with a deadline schedule. You will keep reliable records of attendance, holidays, absences and overtime and prepare the monthly close for payroll, in a practical Excel exercise. Finally, you will apply rules for physical and digital filing, retention periods, restricted access and protection of sensitive data, based on the principles of the GDPR as an international reference and the ILO Code of Practice. Includes scenarios, checklists and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Organise an employee's personnel file with the necessary documents and no inappropriate data.
- Record hires, contract changes, internal moves and exits correctly and traceably, keeping track of deadlines.
- Issue employment letters with only the strictly necessary information and refuse third-party requests without authorisation.
- Keep reliable records of attendance, holidays, absences and overtime and prepare the monthly close for payroll.
- Apply rules on filing, retention, restricted access and protection of employees' personal data, based on the principles of the GDPR and the ILO Code of Practice.
Who it is for: Administrative and HR officers
Standards and references: Código de práticas da OIT sobre a proteção dos dados pessoais dos trabalhadores · RGPD (referência internacional)
Level 1 Mental Health and Wellbeing at Work: A Guide for ManagersRHU-109 · Foundation · 1.8 h Warning signs, supportive conversations, burnout prevention and referral to help. ISO 45003 (saúde psicológica no trabalho)Diretrizes da OMS sobre saúde mental no trabalho (2022) Details
Managers are close to people, organise the work and are often the first to notice that something is wrong. In this course for managers and human resources, you will understand the link between work and mental health, learn about psychosocial risks and the role of managers, with reference to the 2022 WHO guidelines and ISO 45003, and learn to tackle stigma. You will practise recognising warning signs and holding a supportive conversation: choosing the moment, asking and listening without judging, what to say and what to avoid, confidentiality and its limits, and what to do in a crisis. Finally, you will apply burnout prevention measures, propose reasonable adjustments, refer people to specialist support and follow up the return to work. With scenarios with decisions and a downloadable checklist. It does not replace support from health professionals. The course is delivered in Portuguese.
What you will learn
- Explain the link between work and mental health and identify the main psychosocial risks in the team.
- Describe the role of managers in mental health, with reference to the WHO guidelines (2022) and ISO 45003, and help reduce stigma.
- Recognise warning signs and hold a supportive conversation, respecting confidentiality and its limits.
- Act appropriately in a crisis situation, seeking immediate help.
- Apply burnout prevention measures, propose reasonable adjustments, refer to specialist support and follow up the return to work.
Who it is for: Managers and HR
Standards and references: ISO 45003 (saúde psicológica no trabalho) · Diretrizes da OMS sobre saúde mental no trabalho (2022)
Level 2 Competency-Based Recruitment and SelectionRHU-201 · Intermediate · 5 h Job descriptions, screening, structured interviews and the hiring decision. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
A bad hire costs the team time, money and motivation, and it almost always starts before the job advert: with a poorly defined role, a vague profile or an improvised interview. In this Level 2 course you will learn to recruit and select by competencies, from the manager's request to the job offer: analyse the role and build a competency profile with observable indicators, choose the channels and write adverts that attract the right people, screen CVs and use tests objectively, including the precautions to take with artificial intelligence in screening, conduct structured interviews with the STAR method, an interview guide and a rating scale, reduce bias and decide with a weighted matrix. You follow Inês, an HR officer at a fictitious technical services company, through a complete recruitment. Includes a downloadable profile template, a case study, a drag-and-drop activity, an interview scenario with decisions and an Excel exercise with a model answer. Aligned with the ILO fundamental conventions on non-discrimination; the specific rules in each country must be checked in the applicable labour and data protection legislation. The course is delivered in Portuguese.
What you will learn
- Define the recruitment need and build the competency profile for the role, with legitimate requirements and a budget.
- Choose suitable attraction channels and write clear, inclusive and effective job adverts.
- Screen applications and choose tests objectively, using AI tools with human oversight.
- Conduct structured competency-based interviews, with the STAR method, an interview guide and a rating scale, keeping bias in check.
- Make the hiring decision with a weighted matrix, check references, present the offer and communicate with unsuccessful candidates.
Who it is for: HR officers and recruiters
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 2 Payroll: Calculation, Control and ObligationsRHU-202 · Intermediate · 6.8 h Full calculation of salaries, allowances, withholdings and contributions, payroll control and reconciliation. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Accurate payroll does not happen by chance: it depends on cut-off dates being respected, correct master data, properly applied calculation rules and controls that catch errors before the money leaves the bank. In this Level 2 course, which builds on RHU-103 (Payroll: Basic Concepts), you work through the full monthly cycle: preparing the calendar and validating the inputs; calculating overtime, night work, bonuses, absences, pro rata amounts for joiners and leavers, and back pay; applying withholdings, contributions and voluntary and court-ordered deductions within the limits that protect wages, in line with ILO Convention No. 95; comparing with the previous month, reconciling with the accounts and the bank and recognising signs of fraud; and closing the cycle with payments, payslips, reporting obligations and filing. You follow Fernanda, a payroll officer at a fictitious logistics company, through a month of work. Includes a downloadable checklist and calendar, three Excel exercises with model answers and an integrated case. The rates and rules used in the examples are illustrative: the actual calculation rules, rates and reporting deadlines vary from country to country and must be checked in the applicable legislation. The course is delivered in Portuguese.
What you will learn
- Organise the calendar and validate the input data for a monthly payroll run.
- Calculate variable pay, absences, pro rata amounts for joiners and leavers, back pay and adjustments from previous months.
- Calculate mandatory, voluntary and court-ordered deductions, checking the assessment bases and the limits that protect wages.
- Apply controls to the payroll and reconcile the results with the accounts and with bank payments, recognising signs of fraud.
- Complete the payroll cycle with payments, payslips, reporting obligations, closing and filing.
Who it is for: Payroll officers
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 2 Performance Appraisal and Management by ObjectivesRHU-203 · Intermediate · 5 h Design and run appraisal cycles, set SMART objectives and give feedback. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
For many teams, performance appraisal is a form filled in hastily in December, with ratings that come as a surprise and conversations nobody wants to have. It does not have to be like that. In this Level 2 course you will learn to manage performance throughout the year: explain what it is for and who does what; set SMART objectives aligned with the team and the organisation, with the logic of management by objectives and an introduction to OKRs, weighting and behavioural competencies; monitor progress with regular conversations, adjust objectives when the context changes and record evidence; appraise with clear scales and descriptors, self-appraisal and an introduction to 360° appraisal, reducing biases such as recency, leniency, central tendency and the halo effect, with calibration sessions and without discrimination; and link the results to development, training, pay and progression, including improvement plans and appeals against the appraisal. You follow Sofia, an HR officer, and Carlos, the head of a project team, at a fictitious engineering company, through a complete annual cycle. Includes a short video with a quiz, a drag-and-drop activity, a decision scenario, an appraisal case study and a checklist with downloadable templates. Aligned with the ILO fundamental conventions on non-discrimination and equal remuneration; the specific rules in each country must be checked in the applicable labour and data protection legislation. The course is delivered in Portuguese.
What you will learn
- Explain the objectives and the annual cycle of performance management and the roles of the employee, the manager and HR.
- Set SMART objectives, quantitative and qualitative, weighted and aligned with the objectives of the team and the organisation.
- Monitor progress on objectives throughout the year, adjust them when the context changes and record evidence of performance.
- Appraise performance with clear scales and descriptors, reducing bias and taking part in calibration sessions.
- Link appraisal results to development and HR decisions, including improvement plans, appeals and confidentiality.
Who it is for: HR and managers
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 2 Onboarding and Integration of New EmployeesRHU-204 · Intermediate · 4.3 h Create onboarding programmes that speed up productivity and retention. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Recruiting well is not enough: what happens in the first weeks decides whether the new employee stays, whether they feel part of the team and how long it takes them to give their best. In this course, designed for HR professionals and managers, you will follow the onboarding of a new technician at a fictitious company, from acceptance of the offer to the end of the first 90 days. Learn to explain the impact of onboarding on retention and performance, to work on the four dimensions of onboarding (compliance, clarification, culture and connection) and to define the roles of HR, the manager and the buddy. Prepare the arrival with a checklist and an onboarding plan, organise a welcoming and productive first day and first week, with safety from the very first moment, and follow up the onboarding with 30-, 60- and 90-day objectives and regular meetings. Finally, measure the results with an onboarding survey and simple indicators, such as early turnover and time to productivity, in a practical Excel exercise. Based on international good practice; always adapt it to the labour legislation of your country. The course is delivered in Portuguese.
What you will learn
- Explain the impact of onboarding on the retention and performance of new employees.
- Describe the four dimensions of onboarding and the roles of HR, the manager, the buddy and the employee themselves.
- Prepare a new employee's arrival before the first day, with a checklist and an onboarding plan.
- Organise a welcoming, safe and productive first day and first week.
- Follow up onboarding over 90 days, with objectives, follow-up meetings and preparation for the end of the probationary period.
- Measure onboarding results with a survey and indicators of early turnover, time to productivity and satisfaction.
Who it is for: HR and managers
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 2 Disciplinary Procedure and Termination of EmploymentRHU-205 · Intermediate · 5 h Stages of the disciplinary process, forms of termination and calculation of compensation. Convenção OIT C158 Details
Misconduct, difficult decisions and employee departures are part of managing people, and how you act counts as much as the decision itself. In this course, designed for HR, managers and lawyers, you will work with international principles and good practice, using the standards of the International Labour Organization as a reference, including Convention No. 158 on termination of employment. Learn to explain the purpose and limits of disciplinary power and the principles of legality, proportionality, the right to be heard and equal treatment; to set out the stages of a disciplinary procedure in order, from gathering evidence to a reasoned decision; to conduct the employee's hearing and choose a proportionate measure in a scenario with decisions; to distinguish the forms of termination of the contract (expiry, mutual agreement, resignation, dismissal for misconduct and for economic or organisational reasons); and to manage an employee's departure with respect, from the termination conversation to the exit interview. The course does not replace the law of your country or legal advice: deadlines, sanctions and formalities must always be checked in the applicable legislation (for Angola, see course RHU-305). The course is delivered in Portuguese.
What you will learn
- Explain the corrective purpose and the limits of disciplinary power and the principles that guide it.
- Distinguish a performance problem from a disciplinary offence.
- Set out the stages of a disciplinary procedure in line with good practice and draft a charge with concrete facts.
- Conduct the employee's hearing impartially and choose a proportionate measure, weighing aggravating and mitigating factors.
- Distinguish the main forms of termination of the employment contract and apply the principles of ILO Convention No. 158.
- Manage an employee's departure respectfully and completely, from communicating the termination to references.
Who it is for: HR, managers, legal
Standards and references: Convenção OIT C158
Level 2 Job Analysis and Job DescriptionsRHU-206 · Intermediate · 4.3 h Gather information about jobs, write clear descriptions and keep the job map up to date. Convenção OIT C111 (discriminação)boas práticas internacionais de análise de funções Details
Almost every human resources process depends on knowing precisely what each job involves. In this course, designed for HR officers and managers, you will follow the job analysis at a fictitious logistics company, from gathering information to the job map. Learn to explain how job analysis supports recruitment, job evaluation, training, performance management and safety, and to distinguish job, position and person. Choose and apply information-gathering methods (interviews with the jobholder and the manager, questionnaires, observation, activity logs and critical incidents) and validate the information. Write clear, complete and neutral job descriptions, with the purpose, responsibilities expressed with action verbs, authority, relationships, non-discriminatory requirements, working conditions and risks. Finally, organise jobs into families and levels, with a common naming convention, version control and links to the organisation chart and the HR information system, in a case study. Includes downloadable templates: interview guide, questionnaire, job description template and job map in Excel. The course is delivered in Portuguese.
What you will learn
- Explain how job analysis supports recruitment, job evaluation, training, performance and safety.
- Distinguish job, position and person, and a job description from a person specification.
- Choose and apply methods for gathering information about a job and validate the results.
- Write a clear, complete and neutral job description, with action verbs and non-discriminatory requirements.
- Organise jobs into families and levels, with a common naming convention and stable codes.
- Keep the job map up to date, with version control, reviews and links to the organisation chart and the HR information system.
Who it is for: HR officers, managers
Standards and references: Convenção OIT C111 (discriminação) · boas práticas internacionais de análise de funções
Level 2 Job Evaluation and Pay StructuresRHU-207 · Intermediate · 5 h Job evaluation methods, grades and pay bands, and internal equity. Convenção OIT C100 (igualdade de remuneração) Details
Why does one job pay more than another? In this course, designed for HR and compensation professionals, you will build the answer with a fictitious company: evaluate jobs by their content, turn the scores into a structure of grades and pay bands and keep it fair. Learn to distinguish internal equity from external competitiveness and to apply the principle of equal pay for work of equal value in ILO Convention No. 100. Compare the evaluation methods (ranking, classification and factor points) and apply a points method with factors, levels and weightings, calibration, documentation and appeals. Build grades and bands with a midpoint, range spread, overlap, pay policy line and compa-ratio, linking the structure to market data. Finally, deal with salaries outside the band, analyse the gender pay gap and apply pay transparency principles in an integrated case. Includes three Excel exercises with fictitious data. Always check minimum wages, collective agreements and the transparency rules of the applicable law. The course is delivered in Portuguese.
What you will learn
- Explain the purpose of job evaluation and the principle of equal pay for work of equal value (ILO Convention No. 100).
- Compare non-analytical and analytical job evaluation methods and choose the most suitable one.
- Evaluate a set of jobs with a factor points method, consistently and with documentation.
- Build a structure of grades and pay bands from the scores and market data.
- Calculate and interpret range spread, midpoint progression, overlap and compa-ratio.
- Review the pay structure and analyse pay equity between men and women, proposing a correction plan.
Who it is for: HR, compensation
Standards and references: Convenção OIT C100 (igualdade de remuneração)
Level 2 International Mobility and Expatriate ManagementRHU-212 · Intermediate · 5 h Expatriation policies, packages, visas and documentation in general terms, integration and repatriation. Convenção OIT C97 (migração para emprego)boas práticas internacionais de mobilidade Details
Sending an employee to work in another country is a large investment and a process with many risks: visas and permits, tax and social security, packages that are hard to explain, families that do not adapt and expatriates who leave the company soon after returning. In this Level 2 course, you follow Fernanda, an international mobility officer at Atlântico Engenharia, a fictitious company, as she prepares Kiala's expatriation, from the policy to the return. You will distinguish the types of international mobility (long-term and short-term assignments, business trips, rotational arrangements, local hiring) and the elements of an expatriation policy; compare the balance sheet, host-based and hybrid approaches and calculate a simple package in an Excel calculator, with illustrative amounts in USD, including cost-of-living, housing, schooling and hardship allowances, travel and the concept of tax equalisation; plan visas, permits, health insurance and social security in general terms, with a mobilisation checklist; prepare the expatriate and family, with intercultural training, support on arrival and travel safety aligned with ISO 31030; and plan the return, knowledge transfer to local staff and indicators of assignment success. Immigration, tax and social security rules vary from country to country: the course teaches the method and international good practice and reminds you, at each step, when to involve specialists. The course is delivered in Portuguese.
What you will learn
- Distinguish the types of international mobility and the elements of an expatriation policy.
- Compare approaches to expatriate pay and calculate a simple package with illustrative amounts.
- Plan in general terms the documentation, insurance and social security issues of an international assignment, with a mobilisation checklist.
- Prepare the expatriate and family and support integration and safety at the destination.
- Plan the expatriate's return, transfer knowledge to local staff and evaluate the success of the assignment.
Who it is for: HR in international companies
Standards and references: Convenção OIT C97 (migração para emprego) · boas práticas internacionais de mobilidade
Level 2 HR Information Systems and DigitalisationRHU-213 · Intermediate · 4.3 h Choose and implement an HRIS, self-service, master data, automation and responsible use of AI in HR. RGPD (referência internacional)Princípios de IA da OCDEISO/IEC 42001 Details
Personnel data spread across spreadsheets, paper holiday requests that get lost, reports that take days: digitalising human resources solves many of these problems, but only if the system is well chosen, well implemented and well used. In this Level 2 course, you follow Sofia, HR director at Horizonte Serviços, a fictitious company with more than a thousand employees in the field, as she digitalises human resources. You will describe the modules of a human resources information system (HRIS), master data and the options between ERP, suites and specialist solutions, in the cloud or installed on premises; plan selection and implementation, with gathering and prioritising requirements, a specification, scripted demonstrations, a weighted evaluation matrix, total cost of ownership, data migration, testing and adoption, supported by a downloadable checklist; use employee and manager self-service in step-by-step simulations, look after the quality of master data, automate repetitive tasks and define access profiles and segregation of duties, with data protection aligned with the principles of the GDPR; and evaluate use cases for artificial intelligence in HR, with the risks of bias, transparency, human oversight, the concept of high risk in the EU AI Act and the OECD AI Principles, using an assessment form. The screens are simulated and generic: the principles apply to any system and any country, in compliance with the applicable legislation. The course is delivered in Portuguese.
What you will learn
- Describe the modules of an HR information system, the solution options and the benefits and limits of digitalisation.
- Plan the selection and implementation of an HRIS, including requirements, selection criteria, data migration, testing and adoption.
- Use self-service features and automate HR processes, ensuring data quality, appropriate access profiles and the protection of personal data.
- Evaluate AI use cases in HR and their risks, applying principles of transparency, human oversight and non-discrimination.
Who it is for: HR, systems
Standards and references: RGPD (referência internacional) · Princípios de IA da OCDE · ISO/IEC 42001
Level 2 Internal Communication and Employee EngagementRHU-214 · Intermediate · 4.3 h Internal channels, climate and engagement surveys, and action plans with teams. ISO 30414 (reporte de capital humano)boas práticas internacionais de comunicação interna Details
A good decision can fail because it was poorly communicated, a rumour spreads faster than an announcement, and a survey without action leaves people more distrustful than before. In this Level 2 course, you follow Nzinga, internal communications manager at Nova Rota Logística, a fictitious transport and warehousing company where most people work in the field, without email. You will learn the objectives of internal communication (inform, engage, align and listen), downward, upward and horizontal communication, and face-to-face, digital and physical channels, and choose the right channel for each message and audience, including drivers and operators without email, with the decisive role of managers and the cascade kit; draw up an internal communication plan with objectives, segmented audiences, key messages in clear and accessible language, an editorial calendar, owners and measurement of reach and understanding, with a downloadable template; prepare a climate and engagement survey, with good questions, anonymity and confidentiality, short (pulse) or annual surveys and strategies for the response rate, and interpret fictitious results in a spreadsheet; and turn the results into action plans with the teams, with facilitated sessions, few priorities, owners and the logic of ‘you said, we did’. With scenarios with decisions, drag-and-drop activities and a final case study. The course is delivered in Portuguese.
What you will learn
- Choose the right internal communication channels for each message and audience, including workers without email, and support managers in their communication role.
- Draw up an internal communication plan with objectives, audiences, key messages, channels, calendar, owners and indicators of reach and understanding.
- Prepare a climate and engagement survey that protects anonymity and interpret the results by team and over time.
- Turn survey results into action plans with the teams and communicate what has changed.
Who it is for: HR, communications, managers
Standards and references: ISO 30414 (reporte de capital humano) · boas práticas internacionais de comunicação interna
Level 3 Training Management: From Needs Analysis to ROIRHU-301 · Advanced · 8.3 h Training plans, budgeting, effectiveness evaluation and return on investment. ISO 10015modelo de Kirkpatrick Details
Every year, organisations invest in training and every year the board asks what they gained from it. In this advanced course you follow Fernanda, training manager at Nova Rota Logística, a fictitious warehousing and transport company, as she links training to strategy and critical competencies, carries out a needs analysis at organisation, job and individual level, designs a programme for shift supervisors with aligned objectives, methods and evaluation, ensures the transfer of learning to the job, evaluates the programme at the four levels of the Kirkpatrick model and calculates the return on investment using the logic of the Phillips methodology. Aligned with the guidance of ISO 10015 and ILO Convention No. 142, without replacing the reading of those documents. With interactive images, drag-and-drop activities, branching scenarios, a case study, an Excel exercise, checks in each module and downloadable templates. Designed for training and human resources managers. The course is delivered in Portuguese.
What you will learn
- Define the training strategy based on the organisation's objectives.
- Carry out a needs analysis at organisation, job and individual level.
- Design a learning programme with aligned objectives, methods and evaluation.
- Plan measures to ensure that learning is applied in the workplace.
- Evaluate a training programme at the four levels of the Kirkpatrick model.
- Calculate the return on investment (ROI) of a training programme.
Who it is for: Training managers and HR
Standards and references: ISO 10015 · modelo de Kirkpatrick
Level 3 Pay Policy, Compensation and BenefitsRHU-302 · Advanced · 8.3 h Job evaluation, pay bands, benefits and market surveys. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Pay decisions affect the ability to attract and retain people, the sense of fairness and one of the largest cost lines of any organisation. In this advanced course you follow Sofia, compensation and benefits manager at Meridiano Distribuição, a fictitious distribution company, as she defines a total reward strategy and market positioning, analyses salary surveys, creates rules for starting salaries, progression, promotions and the annual review with a merit matrix, redesigns commissions and bonuses with thresholds and caps, evaluates the benefits portfolio by cost and perceived value and organises the governance of the pay policy, with an analysis of pay equity between men and women. Aligned with ILO Conventions No. 100 and No. 95 and international good practice, always with a reminder to check the applicable law in the country. With drag-and-drop activities, Excel exercises, a case study, decision scenarios, checks in each module and downloadable templates. Designed for human resources and compensation managers. The course is delivered in Portuguese.
What you will learn
- Define a total reward strategy aligned with the business.
- Use salary surveys to benchmark the organisation's pay.
- Define rules for pay positioning, progression and the annual review.
- Design a short-term incentive plan with clear rules.
- Evaluate the benefits portfolio in terms of cost and value to employees.
- Ensure the governance, equity and transparency of the pay policy.
Who it is for: HR and compensation managers
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 3 HR Analytics and Human Resources IndicatorsRHU-303 · Advanced · 8.3 h HR KPIs, absenteeism, turnover, cost per hire and dashboards. ISO 30414 Details
Every organisation has data about its people; few turn it into decisions. In this advanced course you follow Inês, a human resources analyst at Atlântico Engenharia, a fictitious engineering and industrial maintenance company, as she moves from simple reporting to descriptive, predictive and prescriptive analysis, defines a dictionary of HR indicators with clear formulas, cleans and protects the data using data protection principles (with the GDPR as a reference), builds a one-page dashboard for the board, analyses the turnover of field technicians and its cost and presents a business case on personnel costs, distinguishing correlation from causation. With an introduction to ISO 30414, without replacing the reading of the standard. With drag-and-drop activities, Excel exercises, an integrated case, decision scenarios, checks in each module and a checklist and downloadable templates. Designed for human resources managers and analysts. The course is delivered in Portuguese.
What you will learn
- Distinguish the maturity levels of HR data analysis.
- Select the right HR indicators for each objective.
- Ensure the quality of HR data and its responsible use.
- Build an HR indicator dashboard for the board.
- Analyse staff turnover and identify exit factors.
- Analyse personnel costs and present data-based recommendations.
Who it is for: HR managers, analysts
Standards and references: ISO 30414
Level 3 Workforce Nationalisation, Succession Planning and Talent ManagementRHU-304 · Advanced · 8.3 h Planned replacement of expatriates, succession and development of local talent. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Who will fill tomorrow the roles the business depends on? In this advanced course you will learn to build an integrated talent management model linked to strategy: identify critical roles with common criteria, assess performance and potential with the nine-box grid, run talent review sessions without bias, build succession maps with readiness horizons and emergency plans, and design development programmes with rotation, projects and mentoring. You will also learn to draw up a workforce nationalisation plan, as international good practice in localisation and local content, with realistic targets and knowledge transfer, and to check the applicable law in your country. It ends with indicators, retention and reporting to the board. With a running case at a fictitious company, decision scenarios and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Describe an integrated talent management model linked to strategy and its governance.
- Draw up a workforce nationalisation plan with realistic targets and stages, checking the requirements of the applicable law.
- Identify critical roles and assess employees' performance and potential with common criteria and reduced bias.
- Build a succession plan for critical roles, including emergency succession.
- Design development programmes for talent and successors and evaluate them.
- Monitor talent management results, manage retention risks and report them to senior management.
Who it is for: HR and operations directors
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 3 Angola General Labour Law (Law No. 12/23)RHU-305 · Advanced · 8.3 h Angola Contracts, probation, working time, holidays, pay, discipline and dismissal under Angola's Law No. 12/23. Lei Geral do Trabalho (Lei n.º 12/23) Details
Law No. 12/23, Angola's General Labour Law, changed the rules of the game: fixed-term contracts, probation, remote working, working hours, overtime, holidays, absences, pay, discipline and dismissal. In this advanced course you will work through the Law chapter by chapter, always with the article cited, and learn to apply it in the day-to-day running of a company: drafting valid contracts, conducting a disciplinary procedure within the deadlines, organising working hours, and calculating the hourly wage, overtime, holiday pay and termination compensation using the Law's own formulas. With case studies in a fictional company, decision scenarios, knowledge checks in every module and a downloadable checklist for each module. The course is based on the text of the Law and is informative only: it does not constitute legal advice. Designed for HR directors and officers, managers, payroll teams, employers and workers. The course is delivered in Portuguese.
What you will learn
- Identify the scope of the General Labour Law, its key concepts and the hierarchy of sources of labour law.
- Enter into valid employment contracts, choosing the correct form, duration, grounds for a fixed term and probation period.
- Apply the personality rights and the protections for maternity, minors and workers with reduced capacity.
- Distinguish the special employment contracts and apply the rules specific to each one.
- Exercise the employer's powers and conduct a disciplinary procedure within the legal deadlines.
- Manage mobility, the transfer of an undertaking and obligations on health, safety and compensation for work accidents.
- Organise working hours and calculate night work and overtime within the legal limits.
- Manage rest periods, public holidays, annual leave, other leave and absences, and calculate the related entitlements.
- Calculate pay and apply the rules on payment, deductions, wage protection and suspension of the contract.
- Distinguish the ways an employment contract can end, carry out dismissals following the required procedures and calculate notice, compensation and limitation periods.
Who it is for: HR directors and officers, managers and supervisors, payroll teams, employers and workers in Angola
Standards and references: Lei Geral do Trabalho (Lei n.º 12/23)
Level 3 Organisational Development and Organisation DesignRHU-306 · Advanced · 8.3 h Organisational diagnosis, structures, layers and spans of control, and redesign of people processes. Boas práticas internacionais de desenvolvimento organizacionalISO 30414 (reporte de capital humano) Details
When an organisation grows or changes strategy, problems show up as complaints about people: slow decisions, silos, overloaded managers. Often the cause lies in how the organisation is designed. In this advanced course you will learn to act as an internal organisational development consultant: carry out a diagnosis with reference models (7S, star model, six boxes), compare functional, divisional, customer-based, geographical and matrix structures, analyse hierarchical layers, spans of control and decision rights, redesign people processes based on users' experience and plan implementation in a phased and fair way, with consultation of workers' representatives and careful communication. With a running case at a fictitious bank, decision scenarios, spreadsheet exercises and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Explain what organisational development is, distinguish it from organisation design and describe the role of HR as internal consultants.
- Apply a diagnostic model to identify organisational problems, distinguishing symptoms from causes.
- Compare organisational structures and choose the one suited to a strategy, with explicit criteria.
- Analyse hierarchical layers, spans of control and decision rights.
- Redesign a people process based on users' experience and define its indicators.
- Plan the implementation of a new structure in a phased and fair way, including placement of people, consultation and communication.
Who it is for: HR directors, internal consultants
Standards and references: Boas práticas internacionais de desenvolvimento organizacional · ISO 30414 (reporte de capital humano)
Level 3 Strategic Workforce PlanningRHU-307 · Advanced · 8.3 h Forecast people needs, gap analysis, scenarios and recruitment, development and reduction plans. ISO 30409 (planeamento da força de trabalho)ISO 30414 (reporte de capital humano) Details
How many people will your organisation need three years from now, with what skills, and where will it find them? In this advanced course you will learn to carry out strategic workforce planning from end to end: link the plan to strategy and budget, segment the workforce and choose the critical segments, analyse and project internal supply, forecast demand from business drivers, with ratios, workload and the effect of automation, calculate gaps and build scenarios with sensitivity analysis, choose the right mix of actions (recruit, develop, redeploy, contractors, reduce as a last resort) and implement the plan with indicators, triggers and periodic review. Aligned with ISO 30409 as a reference. With a running case at a fictitious logistics company and spreadsheet exercises. The course is delivered in Portuguese.
What you will learn
- Explain the strategic workforce planning process and its link to strategy and budget.
- Analyse the current supply of people by segment and project internal supply.
- Project future people needs from business drivers, including the effect of automation.
- Identify gaps between supply and demand in different scenarios and prioritise critical gaps.
- Choose the mix of actions to close the gaps, considering timescales, costs and risks.
- Implement the plan and monitor results over time, with indicators, triggers and reviews.
Who it is for: HR and business directors
Standards and references: ISO 30409 (planeamento da força de trabalho) · ISO 30414 (reporte de capital humano)
Level 3 Culture, Climate and Employee ExperienceRHU-308 · Advanced · 8.3 h Diagnose culture, measure climate, design the employee journey and retain talent. ISO 30414 (reporte de capital humano)boas práticas internacionais Details
Every organisation has a culture, whether it has designed it or not: it decides what people do when nobody is watching, whether they say what they think, whether they collaborate, whether they stay or leave. In this advanced course you will learn to understand and diagnose an organisation's culture from several sources, to measure and interpret climate and engagement over time (including the engagement index and eNPS), to design the employee journey with personas and moments that matter, to build a retention plan based on the real causes of departures and to evolve the culture consistently, with leadership by example and aligned HR processes. With an integrated case at a fictitious bank, interactive images, decision scenarios, a survey analysis in Excel and downloadable templates. Designed for human resources directors and senior managers. The course is delivered in Portuguese.
What you will learn
- Explain what organisational culture is, distinguish it from climate and describe how it influences performance and strategy.
- Diagnose an organisation's culture from several sources and define the desired culture.
- Measure and interpret climate and engagement over time and turn the results into action.
- Map the employee journey and identify the moments that matter and the pain points.
- Draw up a segmented retention plan based on the real causes of departures.
- Plan actions that evolve the culture consistently and measure progress.
Who it is for: HR directors, senior managers
Standards and references: ISO 30414 (reporte de capital humano) · boas práticas internacionais
Level 3 Restructuring and Collective Redundancies: Good PracticeRHU-309 · Advanced · 8.3 h Plan a restructuring, consultation, fair criteria, communication and support for those leaving, in line with ILO standards. Convenção OIT C158 e Recomendação R166 (cessação do contrato)Convenção OIT C111 Details
Reducing headcount is one of the hardest decisions an organisation makes. Poorly prepared, it leaves scars on those who leave and on those who stay, and causes conflict and reputational damage; well prepared, it is fair, transparent and defensible. In this advanced course you will learn to plan a restructuring in line with ILO standards (Convention No. 158 and Recommendation No. 166) and international good practice: justify the reason, study and combine alternatives to dismissal, inform and consult workers' representatives in good faith, define objective and non-discriminatory selection criteria, conduct individual conversations with respect and support those who leave and those who stay. With an integrated case at a fictitious logistics company, decision scenarios, a selection matrix in Excel and downloadable templates. It does not cite national laws: the specific procedures depend on the law applicable in each country. Designed for human resources directors and legal teams. The course is delivered in Portuguese.
What you will learn
- Explain the reasons for a restructuring and its human, financial and reputational costs.
- Evaluate and combine alternatives that avoid or reduce dismissals and present them in a business case.
- Plan good-faith information and consultation of workers' representatives and notification of the authorities.
- Define and apply objective and non-discriminatory selection criteria in a verifiable matrix.
- Prepare communication and conduct individual conversations clearly and respectfully.
- Plan support for those who leave and those who stay and draw lessons from the process.
Who it is for: HR directors, legal
Standards and references: Convenção OIT C158 e Recomendação R166 (cessação do contrato) · Convenção OIT C111
Level 4 HR Business Partner and Strategic People ManagementRHU-401 · Expert · 14.8 h Align HR with business strategy, change management and organisational culture. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Move from managing HR processes to partnering with top management. In this expert-level course, you follow Amina, HR Business Partner at a fictitious logistics business unit, and learn to work within the three-pillar model, to read a business unit's strategy, value chain and income statement, to build a people strategy from the business priorities, to diagnose needs with hypotheses and data, to handle management requests as an internal consultant, to influence the executive committee with business arguments, to build business cases with scenarios, to manage a portfolio of HR initiatives and to decide on ethical dilemmas, with ILO standards as a reference. With branching scenarios, practical assignments, Excel exercises and an integrated case in which you draw up a complete partnership plan and your own development plan. Designed for human resources directors and business partners. The course is delivered in Portuguese.
What you will learn
- Explain the role of the HR Business Partner in the organisation's HR model, including the three pillars, governance and the pitfalls of the model.
- Interpret the strategy, value chain, income statement and operational indicators of a business unit.
- Build a people strategy from the business priorities, with capabilities, priorities, an annual plan and indicators.
- Diagnose a business unit's people needs, combining interviews, HR data, structure, talent and climate.
- Apply the internal consulting cycle to a management request, choosing the right role and contracting for a measurable result.
- Influence top management decisions with business arguments, preparing stakeholders, challenging respectfully and saying no with alternatives.
- Use people data to support business decisions, with cost and productivity indicators, pilots, scenarios and business cases.
- Prioritise and monitor a portfolio of HR initiatives, considering impact, effort, team capacity and the business calendar.
- Decide on typical ethical dilemmas in the role, protecting confidentiality, managing conflicts of interest and using whistleblowing channels.
- Draw up a complete partnership plan for a business unit and a personal development plan as an HR Business Partner.
Who it is for: HR directors and business partners
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
Level 4 Advanced Labour Relations and Collective BargainingRHU-402 · Expert · 13.3 h Trade unions, collective agreements, strikes and management of labour disputes. Convenções fundamentais da OITISO 30414 (reporte de capital humano) Details
Well-conducted collective bargaining protects the company, the workers and the relationship between them for years; poorly prepared bargaining can end in deadlock, a strike or an agreement nobody can apply. In this expert-level course, designed for human resources directors and labour relations managers, you will learn to prepare and conduct collective bargaining, manage collective disputes and draft and apply company agreements. The course starts from the ILO international standards (Conventions No. 87, No. 98, No. 154 and No. 144) and the principles of its supervisory bodies, and covers the actors and levels of bargaining, costing proposals with a spreadsheet, distributive and integrative strategies, running the sessions, drafting clauses, managing a strike while respecting rights, and conciliation, mediation and arbitration. It ends with a long-term labour relations strategy and an integrated case. With a fictitious company, decision scenarios, practical exercises, downloadable templates and checks in each module. Labour legislation varies from country to country: the course always refers to the applicable law and does not replace legal advice. The course is delivered in Portuguese.
What you will learn
- Explain labour relations systems and the ILO international standards that frame them.
- Identify the actors, levels and instruments of collective bargaining.
- Prepare for collective bargaining with data, objectives, a mandate and costing of proposals.
- Choose suitable strategies and tactics for collective bargaining, including interest-based negotiation.
- Conduct negotiation sessions through to the conclusion of an agreement.
- Draft clear clauses and manage the application of a company agreement.
- Manage a collective dispute and prepare the organisation for a strike, respecting rights.
- Choose the right mechanism for resolving collective disputes: conciliation, mediation or arbitration.
- Define a long-term labour relations strategy.
Who it is for: HR directors, labour relations
Standards and references: Convenções fundamentais da OIT · ISO 30414 (reporte de capital humano)
IT & Digital Productivity
Level 1 Excel FundamentalsTIC-102 · Foundation · 3.5 h Spreadsheets, basic formulas, formatting and printing. Quadro Europeu de Competências Digitais (DigComp) Details
Excel is in almost every office in the world, yet most people use only a small part of what it can do. In this practical course you will learn to find your way around the Microsoft 365 Excel interface in Portuguese, manage workbooks and sheets, enter data and apply professional number formats, build formulas with the SUM, AVERAGE, MAX, MIN and COUNT functions, use relative and absolute references and, finally, sort, filter and prepare lists for printing or PDF. You will follow Marta, an administrative assistant at Nova Rota Logística, and practise on a downloadable Excel file with orders, stock and sales. Aligned with the digital content creation area of the European Digital Competence Framework (DigComp), the course prepares you to work with spreadsheets quickly, neatly and without errors, in any country and any sector. The course is delivered in Portuguese.
What you will learn
- Navigate the Excel interface and create, save, open and organise workbooks and worksheets.
- Enter different types of data and apply professional formatting, including number formats, borders and AutoFill.
- Build formulas with operators and with the SUM, AVERAGE, MAX, MIN and COUNT functions, using relative and absolute references correctly.
- Sort and filter data lists and set up the page and print area to print or export to PDF.
Who it is for: Office staff, administrative assistants and analysts who are starting to use Excel or want to consolidate the basics
Standards and references: Quadro Europeu de Competências Digitais (DigComp)
Oil & Gas
Level 1 Introduction to the Oil and Gas IndustryOGP-101 · Foundation · 2.5 h History, key players, basins, operators and the sector's weight in the world economy. Normas IOGP e APIRegras de Ouro IOGP (Life-Saving Rules) Details
Want to work in oil and gas, or sell your services to the industry? This course gives you the big picture. You will trace the industry's history from the first wells to ultra-deep water, understand the weight of oil and gas in the world economy and meet the players: governments, regulators, national and international oil companies, service companies, OPEC and the International Energy Agency. You will learn how sedimentary basins form, how countries award exploration blocks and how production works onshore and offshore, including FPSO units. Finally, you will explore career and business opportunities, local content policies and the skills most in demand. With an international perspective, practical examples and interactive activities. The course is delivered in Portuguese.
What you will learn
- Describe how the global oil industry has evolved and the weight of oil and gas in the economy.
- Identify the roles of the state, regulators, national and international oil companies, service companies, OPEC and the IEA.
- Interpret how basins, blocks and production areas are organised, onshore and offshore.
- Identify career and business opportunities for local professionals and companies, including those linked to local content.
Who it is for: Professionals and candidates for the oil sector, and suppliers
Standards and references: Normas IOGP e API · Regras de Ouro IOGP (Life-Saving Rules)
Level 1 The Value Chain: Upstream, Midstream and DownstreamOGP-102 · Foundation · 2.5 h From exploration to refining and fuel distribution. Normas IOGP e APIRegras de Ouro IOGP (Life-Saving Rules) Details
How does oil travel from a reservoir thousands of metres underground to your car's fuel tank? In this course you will follow the whole oil and gas value chain. Upstream, you will look at seismic surveys, exploration and appraisal wells, field development, production and abandonment. Midstream, you will see how oil and gas pipelines, tankers, terminals and the liquefied natural gas chain work. Downstream, you will step inside a refinery and learn about refined products, distribution and how the pump price is built up. Finally, you will link the Brent price, production costs and government revenues, and understand the industry's cycles through a case study set in a fictional country. With an international perspective, practical examples and interactive activities. The course is delivered in Portuguese.
What you will learn
- Describe the exploration, development, production and abandonment phases of an oil field.
- Explain how oil and gas reach the market through pipelines, ships, terminals and the LNG chain.
- Explain the main refining processes, refined products, distribution and how fuel prices are formed.
- Relate the oil price, production costs, government revenues and the industry's cycles.
Who it is for: Professionals and candidates for the oil sector, and suppliers
Standards and references: Normas IOGP e API · Regras de Ouro IOGP (Life-Saving Rules)
Level 1 H2S Awareness: Theory ModuleOGP-103 · Foundation · 1.8 h Hydrogen sulphide properties, detection, health effects and response. Normas IOGP e APIRegras de Ouro IOGP (Life-Saving Rules) Details
Hydrogen sulphide (H2S) is one of the most treacherous hazards in the oil and gas industry: it is invisible, heavier than air and, at high concentrations, it stops smelling before it can knock a worker down in seconds. This theory module explains where H2S comes from, how it behaves, how it affects the body at different concentrations, how fixed and personal detectors work, which respiratory protective equipment is suitable and the correct response to a release: alarm, escape upwind, muster point and rescue by trained personnel only. Based on international industry good practice (IOGP, API and recognised training programmes), it includes decision scenarios and interactive exercises. This course prepares you for certified practical training but does not replace it. The course is delivered in Portuguese.
What you will learn
- Describe the properties of hydrogen sulphide and the situations in which it may be present.
- Explain why your nose is not a reliable way of detecting H2S.
- Relate H2S concentration to its effects on the body and interpret exposure limit concepts.
- Identify the detectors, alarms and respiratory protective equipment used against H2S and the rules for using them correctly.
- Apply the response sequence to an H2S release, including escaping upwind and the rule that only trained, protected personnel carry out a rescue.
Who it is for: Professionals and candidates for the oil sector, and suppliers
Standards and references: Normas IOGP e API · Regras de Ouro IOGP (Life-Saving Rules)
Level 1 Offshore Life and Safety: Theory PreparationOGP-104 · Foundation · 2.5 h Helicopter travel, life on board, alarms and evacuation on offshore installations. Normas OPITO (preparatório) Details
Heading to a platform, a drilling rig or a floating production unit for the first time? This theory course prepares you for what lies ahead: heliport check-in, the safety briefing, flight equipment and the rules on board the helicopter, transfer by vessel and personnel basket, the installation induction, life in cabins and on shifts, prohibited items and communication on board. Learn to recognise the alarms, go to the right muster station and record your presence with the T-card, and get to know the means of evacuation (helicopter, lifeboats and life rafts) and the principles of sea survival, including the dangers of cold water and hypothermia. Based on international industry good practice such as OPITO training standards, it is the ideal preparation for the mandatory practical training, which it does not replace. The course is delivered in Portuguese.
What you will learn
- Describe the requirements and procedures for travelling to an offshore installation by helicopter or by vessel.
- Apply the safety rules on board the helicopter and during basket or gangway transfers.
- Follow the rules for living together, safety and communication on board an offshore installation.
- Recognise the main types of alarm and go to the correct muster station, recording your presence.
- Describe the methods of evacuating an installation and the principles of sea survival, including preventing hypothermia.
- Identify the certified practical training required before travelling to an offshore installation.
Who it is for: Professionals and candidates for the oil sector, and suppliers
Standards and references: Normas OPITO (preparatório)
Level 1 Petroleum Geology and Exploration: Basic ConceptsOGP-105 · Foundation · 2.5 h How hydrocarbons form and accumulate, the petroleum system, seismic surveys and the life cycle of an exploration well. IOGP Report 448 (operações sísmicas marítimas)SPE-PRMS (2018) Details
How do the remains of algae and plankton turn into oil and gas, and how do exploration teams find them thousands of metres underground? This course explains, in plain language, how hydrocarbons form, the source rock and the oil and gas windows, the petroleum system (reservoir, seal, trap and timing), the exploration methods, with a focus on 2D, 3D and 4D seismic and the measures that protect marine life, and the path from a prospect to the result of an exploration well: geological risk, samples, well logging, tests, discovery and appraisal wells. It includes a case study in a fictitious deepwater block. Aligned with IOGP Report 448 and the SPE-PRMS. Ideal for non-technical professionals and candidates for the sector. The course is delivered in Portuguese.
What you will learn
- Explain how organic matter turns into oil and gas over geological time.
- Identify the elements and processes of the petroleum system and what must coincide for an accumulation to exist.
- Describe the main exploration methods and what each one shows about the subsurface.
- Explain the path from a prospect to the result of an exploration well.
- Distinguish a discovery, a dry well and an appraisal well.
Who it is for: Professionals and candidates for the oil sector, and non-technical staff
Standards and references: IOGP Report 448 (operações sísmicas marítimas) · SPE-PRMS (2018)
Level 1 Process Safety AwarenessOGP-106 · Foundation · 1.8 h Loss of containment, safety barriers, warning signs and every worker's role in preventing major accidents. IOGP Report 638 (Process Safety Fundamentals)IOGP Report 544 (definições de barreiras) Details
The greatest hazard at an oil and gas facility is often inside the pipes: flammable, sometimes toxic hydrocarbons, in large quantities and under pressure. This awareness course shows what can go wrong when there is a loss of containment (jet fires, pool fires, vapour cloud explosions and H2S releases) and where leaks occur on a facility. It presents the IOGP's 10 Process Safety Fundamentals one by one and their link with the Life-Saving Rules, and, during a night shift on a fictitious FPSO, trains the decisions that make the difference: recognising weak signals, opening containment only with verified isolation, reporting near misses and Tier 1 and Tier 2 events, and using the authority to stop work. Aligned with IOGP Reports 638, 544 and 456. It complements course SST-115 without repeating it. The course is delivered in Portuguese.
What you will learn
- Recognise the hazards specific to hydrocarbons under pressure at oil and gas facilities.
- Distinguish jet fires, pool fires and vapour cloud explosions, and identify the points where losses of containment occur.
- Relate each of the IOGP's 10 Process Safety Fundamentals to real workplace situations.
- Decide when to stop, report and escalate in the face of weak signals during an operating shift.
Who it is for: Operators, technicians and contractors at oil and gas facilities
Standards and references: IOGP Report 638 (Process Safety Fundamentals) · IOGP Report 544 (definições de barreiras)
Level 1 Fuel Service Stations: Operation and SafetyOGP-107 · Foundation · 2.5 h Fuel reception and unloading, safe refuelling, loss control, fire prevention and spill response at the service station. Energy Institute/APEA «Blue Book» (postos de abastecimento, 5.ª ed., 2024)NFPA 30AIEC 60079-10-1 (classificação de zonas) Details
A service station stores thousands of litres of fuel beneath its forecourt and serves hundreds of customers every day. This theory course shows how to run it safely: the equipment and hazardous areas, the dangers of petrol vapours and static electricity, the safe sequence for receiving and unloading the road tanker (dip, confirm the product, earth, monitor, check and know when to refuse), the rules for safe refuelling, daily tank reconciliation, signs of leaks and cash control, and the response to spills, fires and other emergencies, with decision scenarios. Aligned with the Energy Institute/APEA "Blue Book" and NFPA 30A. It does not replace certified practical training, including firefighting training, nor the operator's or distributor's authorisation to receive deliveries. The course is delivered in Portuguese.
What you will learn
- Identify the areas, equipment and hazards of a service station.
- Apply the safe sequence for receiving and unloading fuel, and recognise when a delivery must be refused.
- Apply the rules for safe refuelling with customers.
- Carry out daily tank reconciliation and recognise abnormal losses and signs of leaks.
- Respond to a spill, a fire or another emergency at the station, knowing when to evacuate.
Who it is for: Service station managers and attendants, fuel distributors
Standards and references: Energy Institute/APEA «Blue Book» (postos de abastecimento, 5.ª ed., 2024) · NFPA 30A · IEC 60079-10-1 (classificação de zonas)
Level 1 Reading Process Flow Diagrams and P&IDsOGP-108 · Foundation · 3.5 h Symbols, lines, valves, instruments and control loops for reading the PFDs and P&IDs of process facilities. ISO 10628-1 e ISO 10628-2 (diagramas de processo)ANSI/ISA-5.1 (símbolos de instrumentação e controlo) Details
Process diagrams are the language of every oil and gas facility. This course teaches you, step by step, to distinguish block diagrams, process flow diagrams (PFDs) and piping and instrumentation diagrams (P&IDs), to recognise the symbols for vessels, pumps, compressors, heat exchangers and tanks, to read line numbers and the piping class, to identify valves, their normal position and the safety devices (PSVs, rupture discs, ESDVs, blind flanges and spectacle blinds), and to interpret instrument bubbles and letter codes and a simple control loop, with alarms and trips. In the final exercise, you read the simplified P&ID of a production separator on a fictitious FPSO and mark the isolations for a maintenance job. Aligned with ISO 10628-1/-2 and ANSI/ISA-5.1-2024. The course is delivered in Portuguese.
What you will learn
- Distinguish the types of process diagram and explain who uses them and when.
- Identify the symbols for the main equipment and read a line number.
- Recognise valve types, their normal position and the safety devices on a P&ID.
- Interpret instrument tags and a simple control loop, distinguishing alarms from trips.
- Follow the path of the fluids on a P&ID and identify the isolation points for a piece of equipment.
Who it is for: Operators, technicians, junior engineers and project staff
Standards and references: ISO 10628-1 e ISO 10628-2 (diagramas de processo) · ANSI/ISA-5.1 (símbolos de instrumentação e controlo)
Procurement & Supply Chain
Level 1 Introduction to Procurement and the Supply ChainPSC-101 · Foundation · 2.5 h O papel das compras na empresa, o ciclo de abastecimento e os conceitos-chave do procurement moderno. ISO 20400 (compras sustentáveis)boas práticas internacionais de procurement Details
Have you just joined a purchasing team, do you raise requisitions in your daily work, or do you simply want to understand how an organisation buys what it needs? This course gives you the foundations of procurement and the supply chain. You will see why buying well has a direct impact on cost, quality, lead time and risk, and learn to tell purchasing, provisioning, procurement and supply chain apart. You will follow the flows of materials, information and money in a factory, a hospital and a project, and meet first-tier and second-tier suppliers. You will classify purchases by category and work through the eight stages of the procurement cycle, from the need to supplier evaluation. Finally, you will interpret the concepts and indicators of modern procurement: value for money, total cost, lead time, service level, savings, contract compliance, sustainable procurement and digitalisation. With an international perspective, fictitious companies, interactive activities and a glossary to download.
What you will learn
- By the end of the course, learners will be able to explain how the purchasing function contributes to the organisation's cost, quality, lead time and risk.
- By the end of the course, learners will be able to describe the physical, information and financial flows of a supply chain.
- By the end of the course, learners will be able to classify purchases by category and identify the stages of the procurement cycle.
- By the end of the course, learners will be able to interpret the main concepts and indicators used in the purchasing function.
Who it is for: New buyers, requisitioners, purchasing assistants
Standards and references: ISO 20400 (compras sustentáveis) · boas práticas internacionais de procurement
Level 1 The Procure-to-Pay Cycle: from Request to PaymentPSC-102 · Foundation · 2.5 h Requisição, aprovação, nota de encomenda, receção, conferência a três vias e pagamento. Boas práticas internacionais de procure-to-pay e controlo interno Details
A badly completed requisition, an order raised after the invoice or a bank detail change that nobody checked: small errors in the purchasing cycle cost time and money, and sometimes open the door to fraud. This course takes you through the procure-to-pay cycle, from request to payment. You will create a complete requisition, with a cost centre, budget and the right approval under the delegation of authority, and tell planned purchases from urgent ones. You will convert the requisition into a valid purchase order, use catalogues and framework agreements, and manage confirmations and changes. You will record the receipt of goods and services and carry out the three-way match between order, receipt and invoice, handling discrepancies and tolerances in an Excel exercise. Finally, you will learn about the cycle's controls, such as segregation of duties and protecting the supplier master record, and the indicators that measure procure-to-pay performance. With an international perspective, fictitious companies and practical activities.
What you will learn
- By the end of the course, learners will be able to create a complete and correctly approved purchase requisition.
- By the end of the course, learners will be able to convert an approved requisition into a valid purchase order.
- By the end of the course, learners will be able to record receipt and match the order, receipt and invoice.
- By the end of the course, learners will be able to identify the cycle's controls and the procure-to-pay performance indicators.
Who it is for: Requisitioners, purchasing, accounts payable
Standards and references: Boas práticas internacionais de procure-to-pay e controlo interno
Level 1 Ethics, Integrity and Conflicts of Interest in ProcurementPSC-103 · Foundation · 1.8 h Ofertas e hospitalidade, conflitos de interesse, sinais de fraude e corrupção e como reportar. ISO 37001 (antissuborno)Diretrizes da OCDE para Empresas Multinacionais Details
Anyone who takes part in a purchase is making decisions about money that is not theirs, which exposes them to pressure, gifts and conflicts of interest. This course is for everyone involved in purchasing: buyers, requisitioners, technical evaluators, approvers and accounts payable. You will learn the function's principles of conduct, such as integrity, impartiality and confidentiality, and how to recognise and declare actual, potential and perceived conflicts of interest. You will decide, in real situations, whether a gift, a meal or an invitation can be accepted, taking account of value, frequency and timing, and why competitors' information is confidential. Finally, you will identify the most common warning signs of fraud and corruption in the purchasing cycle, from order splitting to fictitious suppliers, and learn how to use reporting channels safely. With an international perspective, a fictitious company and decisions in realistic scenarios.
What you will learn
- By the end of the course, learners will be able to recognise and declare actual, potential and perceived conflicts of interest.
- By the end of the course, learners will be able to decide whether a gift or an invitation can be accepted under the organisation's policy.
- By the end of the course, learners will be able to identify warning signs of fraud and corruption and use the reporting channels.
Who it is for: Everyone involved in purchasing
Standards and references: ISO 37001 (antissuborno) · Diretrizes da OCDE para Empresas Multinacionais
Level 1 Effective Purchase Requisitions and SpecificationsPSC-104 · Foundation · 1.8 h Como definir a necessidade: especificações funcionais e técnicas, âmbito de serviços e critérios de aceitação. Boas práticas internacionais de especificaçãoISO 9001 (requisitos de compra) Details
A vague specification produces bids that cannot be compared; a specification copied from a supplier's catalogue shuts out competition; a service with no acceptance criteria ends in an argument. This course is for people who request technical purchases and services and want to get it right first time. You will learn to tell the need from the solution, to consider alternatives to buying and to involve purchasing from the start. You will write clear, measurable functional, performance and technical specifications that are open to competition, refer to standards, use the words ‘or equivalent’ correctly and avoid rigged specifications. Finally, you will draw up the scope of a service with deliverables, deadlines and service levels, set acceptance criteria for goods and services, and use a checklist to review the requisition before submitting it. With an international perspective, a fictitious company, practical exercises and a checklist to download.
What you will learn
- By the end of the course, learners will be able to analyse a need and decide what should be bought.
- By the end of the course, learners will be able to write clear, measurable specifications that are open to competition.
- By the end of the course, learners will be able to draw up the scope of a service with deliverables, service levels and acceptance criteria.
Who it is for: Technical and service requisitioners
Standards and references: Boas práticas internacionais de especificação · ISO 9001 (requisitos de compra)
Level 1 Incoterms® 2020: Essential ConceptsPSC-105 · Foundation · 2.5 h As 11 regras Incoterms®, repartição de custos e riscos, e como escolher a regra certa em cada compra. Incoterms® 2020 (ICC) Details
Do you buy or sell goods that cross borders, and have you ever wondered who pays the freight, who deals with customs or who bears the loss if the cargo is damaged on the way? The Incoterms® 2020 rules, published by the International Chamber of Commerce (ICC), answer these questions with three letters and a place. In this course you will understand what the rules cover and what they leave out, get to know the 11 rules and their groups, work out in each transaction where risk passes and who pays each cost, including the compulsory insurance under CIF and CIP and customs clearance, and learn to choose the right rule for each purchase, with special attention to containers, control of transport and the precautions needed with EXW and DDP. With an international perspective, a fictitious company, case studies and interactive activities. The course explains the rules in its own words and does not replace the official ICC publication.
What you will learn
- By the end of the course, learners will be able to explain what the Incoterms® 2020 rules cover and what they do not cover.
- By the end of the course, learners will be able to distinguish the 11 Incoterms® 2020 rules and their groups.
- By the end of the course, learners will be able to determine where risk passes and who pays each cost in a transaction.
- By the end of the course, learners will be able to select the appropriate Incoterms® rule for a specific purchase.
Who it is for: Procurement, logistics, finance
Standards and references: Incoterms® 2020 (ICC)
Level 1 Negotiation Fundamentals for BuyersPSC-106 · Foundation · 2.5 h Preparar uma negociação simples: objetivos, alternativas (BATNA), concessões e fecho. Boas práticas internacionais de negociação Details
Negotiating is not haggling over the price down to the last cent. It means preparing well, knowing what you want and what you can trade, and reaching an agreement that works for both sides and is recorded in writing. In this course, designed for buyers and requisitioners, you will understand when to negotiate in a purchase and what to negotiate beyond price: lead time, payment, warranty and service. You will learn to prepare a simple negotiation with a target, a walk-away point, a BATNA and a zone of possible agreement, using a preparation sheet you can download. You will practise the opening, questions, active listening and trading concessions with the «if… then…» formula, and learn how to respond to pressure and the most common tactics. Finally, you will close the deal, confirm it in writing and update the order or contract, always ethically. With a fictitious company, a branching scenario and interactive activities.
What you will learn
- By the end of the course, learners will be able to explain when and what to negotiate in a purchase.
- By the end of the course, learners will be able to prepare a simple negotiation with targets, limits and alternatives.
- By the end of the course, learners will be able to apply basic communication and concession-trading techniques.
- By the end of the course, learners will be able to close the negotiation and confirm in writing what was agreed.
Who it is for: Buyers and requisitioners
Standards and references: Boas práticas internacionais de negociação
Level 1 Teamwork: Requisitioners and ProcurementPSC-107 · Foundation · 1.8 h Papéis e responsabilidades, planeamento conjunto das compras, comunicação e como evitar atrasos e retrabalho. Boas práticas internacionais de procurement Details
«Procurement takes forever.» «Requests always arrive incomplete and needed yesterday.» If you have ever heard, or said, one of these sentences, this course is for you. Designed for requisitioners, technical and programme teams and buyers, it shows how to work together to buy well and on time. You will distinguish the responsibilities of whoever defines the need, whoever approves, whoever buys and whoever receives, with a RACI matrix and clear rules for contact with suppliers. You will learn to plan needs well in advance, taking into account the real lead times of the purchasing process and of delivery, with an annual plan, framework agreements, planning meetings and an Excel planner to download. Finally, you will resolve typical conflict situations, such as incomplete requests, urgent requests and purchases made without an order, and learn about internal service level agreements and continuous improvement. With a fictitious company, a branching scenario and interactive activities.
What you will learn
- By the end of the course, learners will be able to distinguish the responsibilities of the requisitioner, procurement, the approver and the receiver.
- By the end of the course, learners will be able to plan needs in advance, taking into account real purchasing lead times.
- By the end of the course, learners will be able to resolve typical conflict situations between requisitioners and procurement.
Who it is for: Requisitioners, technical and programme teams, buyers
Standards and references: Boas práticas internacionais de procurement
Level 1 Introduction to Public ProcurementPSC-108 · Foundation · 2.5 h Princípios da contratação pública, ciclo do procedimento, transparência, concorrência e prestação de contas. Lei-Modelo UNCITRAL de Contratação Pública (2011)Acordo GPA da OMCPrincípios da OCDE Details
When a public body buys works, services or goods, it is spending everyone's money. That is why public procurement follows its own rules, which are stricter than those for private purchasing. This course, designed for civil servants, non-governmental organisations and companies that sell to the State, explains those rules simply and from an international perspective. You will understand what makes public procurement different and get to know the main international references: the 2011 UNCITRAL Model Law, the World Trade Organization Agreement on Government Procurement (GPA) and the OECD principles. You will apply the principles of transparency, competition, equal treatment and accountability, go through the phases of a procedure, from planning to contract management, and identify the control mechanisms and red flags throughout the cycle. With a fictitious public body, case studies and interactive activities. The specific rules depend on each country's law.
What you will learn
- By the end of the course, learners will be able to explain why public procurement follows its own rules.
- By the end of the course, learners will be able to apply the principles of transparency, competition, equal treatment and accountability.
- By the end of the course, learners will be able to describe the phases of a public procurement procedure.
- By the end of the course, learners will be able to identify the control and transparency mechanisms throughout the cycle.
Who it is for: Civil servants, NGOs and government suppliers
Standards and references: Lei-Modelo UNCITRAL de Contratação Pública (2011) · Acordo GPA da OMC · Princípios da OCDE
Level 1 Procurement in Oil and Gas: An IntroductionPSC-151 · Foundation · 2.5 h Como compram as operadoras e as empresas de serviços: categorias, aprovação de parceiros, registo de fornecedores e particularidades do setor. IOGP / práticas da indústriaJOA (modelos da indústria, noção) Details
Do you want to sell goods or services to an oil company, or do you work in procurement and contracts in the industry and want to understand the rules of the game? This course explains how the oil and gas industry buys. You will learn the roles of the operator, the non-operating partners, the service companies and the suppliers, and see why high risk, remote assets and demanding technical standards make procurement in this industry different. You will go through the main purchasing categories of an upstream operation, from drilling rigs to general services at the logistics base. You will find out who approves tenders in an oil joint venture, with the joint operating agreement, the operating committee, the national concessionaire and the regulator. Finally, you will follow a company's journey from registration to its first invitation to tender, with a pre-qualification checklist to use in your own work. With an international perspective, fictitious companies and interactive activities.
What you will learn
- By the end of the course, learners will be able to distinguish the roles of operators, partners, service companies and suppliers in the industry's supply chain.
- By the end of the course, learners will be able to identify the main categories of goods and services in an upstream operation.
- By the end of the course, learners will be able to explain, in general terms, who approves contracting processes in an oil joint venture.
- By the end of the course, learners will be able to describe a company's journey to being invited to tender in the industry.
Who it is for: Procurement, contracts and supplier staff in the industry
Standards and references: IOGP / práticas da indústria · JOA (modelos da indústria, noção)
Level 1 Local Content: Essential ConceptsPSC-152 · Foundation · 1.8 h O que é conteúdo local, porque é exigido e como afeta concursos, contratos e fornecedores. Boas práticas internacionais de conteúdo localIOGP / práticas da indústria Details
Oil and gas producing countries want the wealth from their resources to create national jobs, companies and skills. That is the aim of local content policies, which now feature in many of the industry's tenders and contracts. In this course you will learn what local content is and what its components are: employment and training, purchasing from local suppliers, technology transfer and social investment, as well as the difference between a locally registered company and the value actually added in the country. You will learn about the objectives of these policies, the models used internationally and the risks of poorly designed policies. Finally, you will see how local content affects each phase of a tender and a contract, and what a local supplier needs to demonstrate. With an international perspective, fictitious companies, a branching scenario and interactive activities.
What you will learn
- By the end of the course, learners will be able to define local content and its components.
- By the end of the course, learners will be able to explain the economic and social objectives of local content policies.
- By the end of the course, learners will be able to identify how local content affects each phase of a tender and a contract.
Who it is for: Buyers, suppliers and contract managers in the industry
Standards and references: Boas práticas internacionais de conteúdo local · IOGP / práticas da indústria
Level 1 HSE Requirements for Suppliers and ContractorsPSC-153 · Foundation · 1.8 h Pré-qualificação HSE, requisitos contratuais, indução e desempenho HSE de empreiteiros. IOGP Relatório 423 (gestão de empreiteiros)Regras que Salvam Vidas da IOGPISO 45001 Details
In the oil and gas industry, most of the work in the field is done by contractors, and everyone's safety starts the moment you choose who is going to do the work. This course explains how health, safety and environment (HSE) requirements are managed throughout a contract. You will understand the shared responsibility between operator and contractor, learn in general terms about the IOGP contractor management model and its Life-Saving Rules, and learn how to classify the risk of a service. You will assess a supplier's HSE information, interpret indicators such as LTIF and TRIR, and learn about the contractor's HSE plan and the bridging document. Finally, you will follow a contract from the kick-off meeting and induction through to the final evaluation, with a case study. For suppliers, contractors and procurement teams. With an international perspective, fictitious companies and interactive activities.
What you will learn
- By the end of the course, learners will be able to explain the shared responsibility between operator and contractor for HSE performance.
- By the end of the course, learners will be able to assess a supplier's HSE information and the requirements to include in the contract.
- By the end of the course, learners will be able to monitor and evaluate a contractor's HSE performance during the contract.
Who it is for: Suppliers, contractors, procurement
Standards and references: IOGP Relatório 423 (gestão de empreiteiros) · Regras que Salvam Vidas da IOGP · ISO 45001
Level 2 Strategic Sourcing and Category AnalysisPSC-201 · Intermediate · 5 h Análise de despesa, matriz de Kraljic, estudo do mercado fornecedor e estratégia de sourcing. Matriz de KraljicUNSPSCboas práticas de strategic sourcing Details
Buying well is not just about getting a good price on the next order: it is about deciding, with data, how the organisation should buy each category over the coming years. This course takes you from the role of operational buyer to that of category manager. You will learn the six-step strategic sourcing process, build and interpret a spend analysis by category and supplier, position categories on the Kraljic matrix and choose the right approach for each quadrant. You will also study the supply market using information sources, requests for information (RFI) and Porter's five forces, and develop a sourcing strategy with options, risks, a business case and an implementation plan. Follow the procurement team of a fictitious food products company through practical cases, a spend analysis exercise in Excel and a ready-to-use category strategy template.
What you will learn
- By the end of the course, learners will be able to explain the strategic sourcing process and its contribution to the organisation's value.
- By the end of the course, learners will be able to build and interpret a spend analysis by category and by supplier.
- By the end of the course, learners will be able to position categories on the Kraljic matrix and define the right approach for each quadrant.
- By the end of the course, learners will be able to analyse the structure and power of a supply market.
- By the end of the course, learners will be able to develop a sourcing strategy with options, risks and an implementation plan.
Who it is for: Buyers and category managers
Standards and references: Matriz de Kraljic · UNSPSC · boas práticas de strategic sourcing
Level 2 Tender Processes: RFI, RFQ, RFP and ITTPSC-202 · Intermediate · 5 h Preparar e conduzir concursos: documentos, prazos, esclarecimentos, abertura de propostas e transparência. Boas práticas internacionais de concursos Details
A poorly prepared tender produces bids that cannot be compared, complaints from bidders and suspicion about the decision. This course teaches you to prepare and run tenders professionally, transparently and with equal treatment. You will choose the right type of enquiry for each situation (request for information, for quotation, for proposals or formal invitation to tender), put together a complete and consistent tender pack, manage deadlines, clarifications and addenda, run the receipt and opening of bids, on paper or on an e-tendering platform, and identify integrity risks, including signs of collusion between bidders. Follow the procurement team of a fictitious bank through a tender for cleaning and maintenance services, with decision scenarios, an e-tendering platform simulation, checklists and ready-to-use templates.
What you will learn
- By the end of the course, learners will be able to select the right type of enquiry (RFI, RFQ, RFP, ITT) for each situation.
- By the end of the course, learners will be able to put together a complete and consistent tender pack.
- By the end of the course, learners will be able to manage the tender period with equal treatment of bidders.
- By the end of the course, learners will be able to run the receipt and opening of bids transparently and with proper records.
- By the end of the course, learners will be able to identify integrity risks in a tender and the measures that control them.
Who it is for: Buyers, contract managers
Standards and references: Boas práticas internacionais de concursos
Level 2 Technical and Commercial Bid EvaluationPSC-203 · Intermediate · 5 h Criteria and weightings, separate technical and commercial evaluation, bid normalisation and the award report. Boas práticas internacionais de avaliação de propostasIncoterms® 2020 (ICC) Details
The cheapest bid is not always the best, and the best is not always the one that looks it. This course teaches you to evaluate bids in an objective, well-founded and defensible way. You will set admission and scoring criteria consistent with the purchasing strategy, evaluate technical bids independently using grids and scales, compare commercial bids on an equivalent basis (arithmetic checks, deviations, currency, Incoterms®, payment terms and total cost), calculate the final score with different price-scoring methods and test how robust the result is. Finally, you will write the award report and communicate the results to bidders, including the debriefing for unsuccessful bidders. Follow the evaluation committee of a fictitious engineering company as it buys generator sets with maintenance, with two Excel exercises, decision scenarios and ready-to-use templates. The course is delivered in Portuguese.
What you will learn
- Set evaluation criteria and weightings consistent with the purchasing strategy.
- Evaluate technical bids independently and with sound justification.
- Compare commercial bids on an equivalent basis.
- Calculate the final score and identify the most economically advantageous tender.
- Write the award report and communicate the results to bidders.
Who it is for: Evaluation committees, buyers, technical staff
Standards and references: Boas práticas internacionais de avaliação de propostas · Incoterms® 2020 (ICC)
Level 2 Negotiation in ProcurementPSC-204 · Intermediate · 5 h Preparation, tactics, negotiating price and terms, and negotiating with single suppliers. Boas práticas internacionais de negociação Details
In procurement, a negotiation is won mainly before it begins: with facts, alternatives and a plan. This course builds on the foundations of PSC-106 and prepares you for more demanding procurement negotiations. You will prepare a negotiation using cost and market analysis, assess the power of each party and each side's best alternative (BATNA), and organise the team and the plan. You will recognise the tactics suppliers use most, such as anchoring, the artificial deadline or the "final offer", and respond to them ethically. You will negotiate price on the basis of cost breakdown, revision formulas and indices and volume discounts, and negotiate contract terms such as payments, guarantees, liabilities and service levels. Finally, you will apply strategies for negotiating with single suppliers and suppliers in a position of strength. Follow the procurement team of a fictitious logistics company through case studies, decision scenarios, an Excel exercise and a negotiation plan template. The course is delivered in Portuguese.
What you will learn
- Prepare a procurement negotiation based on facts, relative power and alternatives.
- Recognise tactics used by suppliers and respond to them ethically.
- Negotiate price on the basis of costs, indices and alternatives.
- Negotiate payment terms, guarantees, liabilities and service levels.
- Apply negotiation strategies when the supplier has more power.
Who it is for: Buyers and contract managers
Standards and references: Boas práticas internacionais de negociação
Level 2 Contract Management: Administration and Post-AwardPSC-205 · Intermediate · 6.8 h Mobilização, acompanhamento de obrigações, alterações, garantias, faturação e encerramento do contrato. Boas práticas internacionais de gestão de contratos Details
Signing the contract is only the beginning: it is during delivery that the value you negotiated is won or lost. This Level 2 course teaches you to administer a contract after award in an organised, defensible way. You will prepare the handover from tender to delivery, with the contract management plan, the obligations matrix, the kick-off meeting and the documents and guarantees required before work starts. You will monitor obligations and performance with key performance indicators (KPIs) and service levels (SLAs), reports, meetings, formal notices and the handling of non-conformities. You will manage changes to scope, time and price within the limits of the contract and the delegation of authority, control guarantees, advance payments, retentions and invoices and, at the end, close the contract with the reconciliation of accounts, the supplier evaluation and the lessons learned. With an obligations matrix and an invoicing exercise in Excel, hotspots, a decision scenario and a case study. The examples use fictitious companies and figures; what counts is always what your contract and the applicable law say.
What you will learn
- By the end of the course, learners will be able to organise the handover from tender to delivery and the supplier's mobilisation, with a contract management plan and an obligations matrix.
- By the end of the course, learners will be able to monitor compliance with obligations and supplier performance using indicators, service levels and formal communications.
- By the end of the course, learners will be able to manage requests to change scope, time and price in line with the contract and the delegation of authority.
- By the end of the course, learners will be able to control guarantees, advance payments, retentions and invoices throughout the contract.
- By the end of the course, learners will be able to close a contract by checking deliverables, accounts, guarantees and lessons learned.
Who it is for: Contract managers and contract administrators
Standards and references: Boas práticas internacionais de gestão de contratos
Level 2 Supplier Qualification and Performance (SRM)PSC-206 · Intermediate · 5 h Pré-qualificação, auditorias, KPIs e scorecards de fornecedores, planos de melhoria e relação estratégica. ISO 9001ISO 19011 (auditorias)ISO 45001ISO 14001 Details
A weak supplier can stop a production line, compromise safety or damage a company's reputation. A strong supplier can be a source of innovation and competitive advantage. This Level 2 course teaches you to qualify suppliers and manage their performance across the whole cycle. You will pre-qualify suppliers against technical, financial, health, safety and environment, and integrity criteria, and maintain an approved supplier list. You will plan and conduct a supplier audit, with an approach aligned with the ISO 19011 guidelines. You will build a scorecard with balanced indicators, such as on-time in-full delivery (OTIF), set up improvement plans and decide when to replace a supplier. And you will apply a supplier relationship management (SRM) model to strategic suppliers. With a pre-qualification checklist, hotspots, an Excel exercise, a decision scenario and a case study. Fictitious companies and figures.
What you will learn
- By the end of the course, learners will be able to pre-qualify suppliers against technical, financial, health, safety and environment, and integrity criteria.
- By the end of the course, learners will be able to plan and conduct a supplier audit and write up its findings.
- By the end of the course, learners will be able to build a supplier scorecard with balanced, measurable and weighted indicators.
- By the end of the course, learners will be able to agree an improvement plan with a supplier, monitor its implementation and decide when to replace the supplier.
- By the end of the course, learners will be able to apply a relationship management model to strategic suppliers.
Who it is for: Procurement, quality, contract managers
Standards and references: ISO 9001 · ISO 19011 (auditorias) · ISO 45001 · ISO 14001
Level 2 Gestão de Inventário e Planeamento de MateriaisPSC-207 · Intermediate · 6.8 h Classificação ABC, pontos de encomenda, stock de segurança, MRP e redução de stock obsoleto. Boas práticas internacionais de gestão de inventários (ABC, EOQ, MRP) Details
Stock a mais imobiliza dinheiro e enche armazéns de material que ninguém usa; stock a menos pára a produção e falha aos clientes. Este curso de nível 2 ensina-o a encontrar o equilíbrio com métodos práticos de gestão de inventário e de planeamento de materiais. Vai compreender as funções e os custos do inventário e os indicadores que o medem, como a rotação e a cobertura. Vai classificar artigos com as análises ABC e XYZ e definir políticas por classe. Vai calcular o ponto de encomenda, o stock de segurança para um nível de serviço e a quantidade económica de encomenda (EOQ), conhecendo os seus limites. Vai interpretar um plano de necessidades de materiais (MRP), da lista de materiais às ordens planeadas no sistema de gestão empresarial (ERP). E vai propor ações para reduzir o stock obsoleto e excedentário. Com dois exercícios em Excel, uma simulação passo a passo de um registo MRP, um cenário e um caso prático. Empresa e valores fictícios.
What you will learn
- Explicar as funções e os custos do inventário e de calcular os principais indicadores de stock.
- Classificar artigos por valor e variabilidade (ABC e XYZ) e de definir políticas de gestão por classe.
- Calcular o ponto de encomenda, o stock de segurança e a quantidade económica de encomenda.
- Interpretar um plano MRP e o seu papel no planeamento de materiais.
- Propor ações para reduzir e prevenir o stock obsoleto, excedentário e sem movimento.
Who it is for: Planeadores de materiais, armazém, compras
Standards and references: Boas práticas internacionais de gestão de inventários (ABC, EOQ, MRP)
Level 2 Cost Analysis and Total Cost of Ownership (TCO)PSC-208 · Intermediate · 5 h Supplier cost structure, price analysis, life cycle cost and make-or-buy decisions. ISO 15686-5 (custo do ciclo de vida)TCO Details
The lowest price is rarely the cheapest. This Level 2 course teaches you to look beyond price, with the cost analysis tools used by professional buyers and management controllers. You will break down a supplier's price into materials, labour, overheads, logistics and margin, and understand its break-even point. You will analyse prices using comparisons, raw material and labour indices, price revision formulas and a should-cost model. You will calculate the total cost of ownership (TCO) of two alternatives and the life cycle cost (LCC) of an asset, using the concepts of present value and discount rate. And you will justify a decision to produce in-house or buy (make-or-buy) using relevant costs and strategic factors. With three Excel exercises, a case study and a decision scenario. Fictitious companies and figures. The course is delivered in Portuguese.
What you will learn
- Break down a supplier's price into its cost components and interpret its break-even point.
- Analyse a price using comparisons, indices, revision formulas and a should-cost model.
- Calculate and present the total cost of ownership of two purchasing alternatives.
- Apply life cycle costing to equipment and assets, using the concept of present value.
- Justify a decision to produce in-house or buy using relevant costs and strategic factors.
Who it is for: Buyers, management controllers
Standards and references: ISO 15686-5 (custo do ciclo de vida) · TCO
Level 2 Sustainable Procurement and Due Diligence in the Supply ChainPSC-209 · Intermediate · 4.3 h Critérios ambientais e sociais, direitos humanos na cadeia de abastecimento e due diligence de fornecedores. ISO 20400 (compras sustentáveis)Princípios Orientadores da ONU sobre Empresas e Direitos HumanosGuia de Due Diligence da OCDEconvenções fundamentais da OIT Details
What does your organisation buy, from whom, and under what conditions was it produced? Customers, investors, lenders and legislators are asking procurement teams this question more and more often. This Level 2 course shows you how to build sustainability into procurement and how to apply due diligence to suppliers: the environmental, social and economic dimensions and the main international references (ISO 20400, the UN Guiding Principles on Business and Human Rights, the OECD Guidelines for Multinational Enterprises and the ILO fundamental conventions); verifiable and proportionate environmental and social criteria in specifications, evaluation and contracts; human rights risks by category and by geography, including child and forced labour and conflict minerals; and the steps of a risk-based due diligence process, with questionnaires, audits, corrective action plans, grievance mechanisms and reporting. With drag-and-drop activities, hotspots and a complete case study, based on international references. Specific legal obligations vary from country to country.
What you will learn
- By the end of the course, learners will be able to explain the concept of sustainable procurement and the main international references.
- By the end of the course, learners will be able to include verifiable and proportionate environmental and social criteria in specifications, bid evaluation and contracts.
- By the end of the course, learners will be able to identify risks of human rights abuses in purchasing categories and geographies.
- By the end of the course, learners will be able to apply a risk-based due diligence process to suppliers, from identifying risks to reporting.
Who it is for: Procurement, ESG, compliance
Standards and references: ISO 20400 (compras sustentáveis) · Princípios Orientadores da ONU sobre Empresas e Direitos Humanos · Guia de Due Diligence da OCDE · convenções fundamentais da OIT
Level 2 Public Procurement: International Principles and Good PracticePSC-210 · Intermediate · 6.8 h Princípios da contratação pública, procedimentos, transparência e boas práticas internacionais. Lei-Modelo UNCITRAL de Contratação Pública (2011)Acordo GPA da OMCRecomendação da OCDE sobre Contratação PúblicaMAPSQuadro de Procurement do Banco Mundial Details
How do you spend public money in a way that is transparent, competitive and efficient? And what should a supplier bidding for government contracts know? This Level 2 course presents the international references for public procurement and the good practice they share: the UNCITRAL Model Law on Public Procurement (2011), the WTO Agreement on Government Procurement (GPA), the OECD Recommendation on Public Procurement, the MAPS methodology and the World Bank Procurement Framework. Learn to choose the right procedure, from open tendering to exceptional direct contracting, framework agreements and electronic auctions; to prepare tender documents with neutral specifications and published criteria; to evaluate bids, including abnormally low ones, and to award contracts with notification and a standstill period; to recognise transparency, challenge and integrity mechanisms, including the signs of bid rigging; and to manage contracts through to completion. With drag-and-drop activities, a case study, a decision scenario and a downloadable checklist. The course covers the international references in general terms; specific procedures, time limits and thresholds depend on each country's law and each funder's rules.
What you will learn
- By the end of the course, learners will be able to place the main international public procurement references and the principles they share.
- By the end of the course, learners will be able to choose the right procurement procedure for each need, justifying any exceptions.
- By the end of the course, learners will be able to apply good practice in preparing tender documents, evaluating bids and awarding contracts.
- By the end of the course, learners will be able to identify the transparency, challenge and integrity mechanisms of a public procurement system.
- By the end of the course, learners will be able to apply good practice in managing public contracts, from amendments to the final evaluation.
Who it is for: Public bodies and government suppliers
Standards and references: Lei-Modelo UNCITRAL de Contratação Pública (2011) · Acordo GPA da OMC · Recomendação da OCDE sobre Contratação Pública · MAPS · Quadro de Procurement do Banco Mundial
Level 2 Contratação e Gestão de Consultores IndividuaisPSC-211 · Intermediate · 4.3 h Termos de referência, seleção, contratos de consultoria individual, acompanhamento de entregáveis e avaliação. Boas práticas de seleção de consultores (bancos multilaterais de desenvolvimento, em termos gerais) Details
Precisa de um especialista para um estudo, uma avaliação ou um apoio técnico de alguns meses? Contratar um consultor individual parece simples, mas um processo mal feito leva a termos de referência vagos, escolhas difíceis de justificar, entregáveis fracos e pagamentos contestados. Este curso de nível 2 acompanha todo o ciclo: decidir quando contratar um consultor individual em vez de uma empresa ou de um funcionário; redigir termos de referência claros e completos, com objetivos, âmbito, entregáveis, calendário, qualificações e supervisão; selecionar de forma transparente, com anúncio, comparação de CV por critérios ponderados, entrevista, referências e verificação de conflitos de interesse; escolher entre honorários por tempo e montante fixo e incluir as cláusulas essenciais do contrato; e acompanhar o trabalho, aprovar entregáveis, ligar os pagamentos aos resultados, gerir atrasos e avaliar o desempenho. Com um modelo de termos de referência, uma grelha de avaliação, um cenário com decisões e um caso prático. As regras de doadores e financiadores são tratadas em termos gerais; confirme sempre as regras aplicáveis ao seu projeto e a lei do seu país.
What you will learn
- Decidir quando contratar um consultor individual em vez de uma empresa de consultoria ou de um funcionário.
- Redigir termos de referência claros e completos para um consultor individual.
- Selecionar um consultor individual de forma transparente e de celebrar o contrato adequado.
- Acompanhar entregáveis, aprovar pagamentos e avaliar o desempenho de um consultor individual.
Who it is for: Gestores de projeto, RH, compras
Standards and references: Boas práticas de seleção de consultores (bancos multilaterais de desenvolvimento, em termos gerais)
Level 2 Cadeia de Abastecimento em Organizações Humanitárias e de DesenvolvimentoPSC-212 · Intermediate · 5 h Compras em emergência e desenvolvimento, regras de doadores, armazenamento e distribuição em contextos difíceis. Manual Esferaprincípios humanitáriosboas práticas de logística humanitária Details
Quando uma cheia deixa milhares de famílias sem casa, os bens de que precisam têm de ser comprados, armazenados e distribuídos em dias, e não em meses, sem perder o controlo nem o rasto de cada artigo. Este curso de nível 2 mostra como funciona a cadeia de abastecimento das organizações humanitárias e de desenvolvimento: as fases da resposta, os atores, os princípios humanitários e as normas mínimas do Manual Esfera; as compras de emergência, com pré-posicionamento, acordos-quadro de prontidão, procedimentos simplificados e justificados e kits padrão; as regras de compras e de reporte dos doadores, incluindo a elegibilidade, os limiares, a verificação de fornecedores contra listas de sanções e a documentação de suporte; o armazenamento em contextos difíceis, com armazéns temporários, fichas de stock, guias de remessa e doações em espécie; e a distribuição até à última milha, com registo de beneficiários, pontos de distribuição, transferências monetárias e monitorização pós-distribuição. Com um cenário com decisões, uma checklist de conformidade, hotspots e um caso prático. As regras concretas dependem de cada organização e de cada doador, e as regras de segurança da sua organização prevalecem sempre.
What you will learn
- Distinguir a cadeia de abastecimento de emergência da de desenvolvimento e de situar os principais atores, princípios e normas.
- Aplicar procedimentos de compra de emergência sem perder o controlo nem a rastreabilidade.
- Cumprir as regras de compras e de reporte dos doadores, incluindo a verificação de fornecedores e a documentação de suporte.
- Organizar armazéns temporários e o controlo de stock em contexto humanitário.
- Planear a distribuição até aos beneficiários com segurança, dignidade e rastreabilidade.
Who it is for: ONG, agências de desenvolvimento, programas financiados por doadores
Standards and references: Manual Esfera · princípios humanitários · boas práticas de logística humanitária
Level 2 Incoterms® 2020 in Practice: Real Cases, Contracts and DocumentsPSC-213 · Intermediate · 5 h Apply the Incoterms® rules to real cases: choosing the rule, the sale contract, transport, insurance, customs clearance, documents and dispute prevention. Incoterms® 2020 (ICC)Convenção de Viena (CISG) — noçãoInstitute Cargo Clauses Details
Already know the eleven Incoterms® 2020 rules and want to apply them confidently in real operations? This Level 2 course starts from the essentials and takes you into practice: choosing and justifying the rule with a decision matrix and total cost, building it into the sale contract while dealing with what it does not cover, coordinating transport and insurance, allocating customs, duties and documents, avoiding the pitfalls of EXW and DDP, and preventing and managing disputes. Each module studies real cases decided by courts in the United Kingdom, the United States, Germany and Portugal, and documented maritime events such as the grounding of the Ever Given in the Suez Canal, always with the lesson that applies to Incoterms® 2020. It includes Excel and Word exercises with model answers, decision scenarios and a dispute prevention checklist. Prerequisite: PSC-105 (Incoterms® 2020: Essential Concepts) or equivalent knowledge. The course explains the rules in its own words and does not replace the official ICC publication or legal advice. The course is delivered in Portuguese.
What you will learn
- Select and justify the appropriate Incoterms® rule for real operations, comparing total cost, control and risk.
- Build the Incoterms® rule into the sale contract, dealing with what the rule does not cover.
- Coordinate the contract of carriage and cargo insurance with the chosen rule.
- Allocate customs formalities, duties and documents correctly, avoiding the pitfalls of EXW and DDP.
- Prevent disputes over delivery and risk, and respond correctly when cargo arrives damaged or late.
Who it is for: Procurement, logistics, freight forwarding, sales, finance
Standards and references: Incoterms® 2020 (ICC) · Convenção de Viena (CISG) — noção · Institute Cargo Clauses
Level 2 Procurement and Contracting in Upstream ProjectsPSC-251 · Intermediate · 6.8 h Contracting plans, partner approval, authority limits and the relationship with the national concessionaire and the regulator. IOGP / práticas da indústriaJOA (modelos da indústria) Details
How do you contract a rig, a support vessel or a well services package in an oil block shared by several partners? This Level 2 course shows you an upstream operator's contracting process from end to end: from the approved work programme and budget to the annual contracting plan, with realistic tender timelines and a strategy for each package; the stages of the contracting procedure, from the bidders list to the award recommendation and contract amendments; partner approval under the joint operating agreement (JOA); the delegation of authority matrix and segregation of duties; and the relationship with the national concessionaire and the regulator, including local content and cost recovery. With an Excel exercise, hotspots, a decision scenario and a case study, based on international good practice in the sector. The specific regime varies from country to country and from contract to contract. The course is delivered in Portuguese.
What you will learn
- Draw up a contracting plan aligned with the approved work programme and budget.
- Apply the typical stages of an operator's contracting procedure, from strategy to award and contract amendments.
- Prepare contracting documents for partner approval in line with the joint operating agreement.
- Apply the delegation of authority matrix and segregation of duties to a contracting process.
- Describe, in general terms, the interactions with the national concessionaire and the regulator in a contracting process.
Who it is for: Procurement and contracts staff at operators and partners
Standards and references: IOGP / práticas da indústria · JOA (modelos da indústria)
Level 2 Oilfield Services Contracts: Models and Key ClausesPSC-252 · Intermediate · 6.8 h Lump sum, reimbursable and day rate; reciprocal indemnities (knock-for-knock), insurance, liability and warranties. IOGP / práticas da indústriamodelos de contrato da indústria (LOGIC, IADC) Details
Who pays when a crane drops a container on a platform deck? And when the rig stops while waiting for materials from the operator? This Level 2 course explains the models and clauses that make up an oilfield services contract: lump sum, unit rate, reimbursable and day rate, with operating, standby, repair and moving rates; reciprocal indemnities (knock-for-knock), with the company and contractor groups, third parties, pollution, well control and consequential loss; insurance, waiver of subrogation, limits of liability and liquidated damages; warranties, KPIs, force majeure, suspension and termination; and reading the contract through a buyer's eyes, with a review checklist. It includes drag-and-drop activities, hotspots, a case study and a decision scenario. Industry models such as those from LOGIC and the IADC are used for reference only; the effect of each clause depends on its wording and the applicable law. The course is delivered in Portuguese.
What you will learn
- Distinguish lump sum, reimbursable and day rate contracts and choose the right model for each situation.
- Explain how reciprocal indemnities (knock-for-knock) work and their most common exceptions.
- Relate the insurance clauses to the contract's indemnities and limits of liability.
- Interpret the warranty, performance, force majeure, suspension and termination clauses of an oilfield services contract.
- Analyse a services contract and identify risks and gaps before signature.
Who it is for: Contract managers, procurement, legal
Standards and references: IOGP / práticas da indústria · modelos de contrato da indústria (LOGIC, IADC)
Level 2 Offshore Logistics and Supply BasesPSC-253 · Intermediate · 5 h Supply bases, platform supply vessels (PSV), cargo manifests, dangerous goods and transport planning. Código IMDG (IMO)DNV 2.7-1 / EN 12079 (contentores offshore)Código ISPSIOGP / práticas da indústria Details
Every day an offshore rig consumes tubulars, fluids, cement, water, fuel, food and spare parts, and sends back waste, empty containers and equipment. All of it passes through an onshore supply base and supply vessels. This Level 2 course shows you how this chain works: the organisation of the supply base, with quays, warehouses, pipe yard, bulk materials and port security (ISPS Code); support vessels (PSV, AHTS, crew boats), their capacity, chartering and vessel sharing; certified offshore cargo carrying units, lashing, weights and outbound and backload cargo manifests; the carriage of dangerous goods under the IMDG Code; and the planning of marine and air transport, with priorities, cut-off times and performance indicators. It includes hotspots, drag-and-drop, a software simulation, a decision scenario and a case study. It does not replace mandatory dangerous goods training or your installation's procedures. The course is delivered in Portuguese.
What you will learn
- Describe the functions and organisation of an offshore logistics supply base.
- Plan the use of support vessels according to the needs of offshore installations.
- Prepare the cargo and manifest for a supply voyage, including backload cargo.
- Apply the principles of the IMDG Code to shipping dangerous goods to offshore installations.
- Optimise the marine and air transport plan and measure logistics performance.
Who it is for: Logistics, procurement, operations
Standards and references: Código IMDG (IMO) · DNV 2.7-1 / EN 12079 (contentores offshore) · Código ISPS · IOGP / práticas da indústria
Level 2 Materials and Spare Parts Management in Oil and Gas OperationsPSC-254 · Intermediate · 5 h MRO materials, critical spares, tubulars (OCTG), preservation, traceability and materials certification. EN 10204 (certificados 3.1/3.2)API 5CT / API 5DP (OCTG)IOGP / práticas da indústria Details
A pump stopped while waiting for a seal can cost days of production; a warehouse full of parts nobody uses ties up capital for years. This course teaches you to manage materials and spare parts in oil and gas operations with technical judgement. You will classify maintenance, repair and operations (MRO) materials by criticality, distinguish insurance spares from capital spares and link them to the maintenance plan. You will get to know oil country tubular goods (OCTG) and the information needed to buy them under the API 5CT and API 5DP specifications, check material certificates under EN 10204 and ensure traceability through the heat number. Finally, you will apply preservation routines to stored equipment and set stock levels for long lead time materials in remote and offshore operations. With case studies, a preservation checklist and an Excel exercise. The course is delivered in Portuguese.
What you will learn
- Classify materials and spare parts according to their criticality to the operation.
- Identify the types of well tubulars and the information needed to buy them.
- Check the certification and traceability of materials under EN 10204.
- Apply preservation routines to stored equipment and materials.
- Set stock levels and parameters for long lead time materials in remote operations.
Who it is for: Materials planners, warehouse, maintenance
Standards and references: EN 10204 (certificados 3.1/3.2) · API 5CT / API 5DP (OCTG) · IOGP / práticas da indústria
Level 2 Local Content Plans in Tenders and ContractsPSC-255 · Intermediate · 5 h How to request, evaluate and monitor local content commitments: employment, training, local procurement and reporting. Boas práticas internacionais de conteúdo localIOGP / práticas da indústria Details
Local content commitments only create jobs, skills and business for host country companies if they are properly requested, properly evaluated and properly monitored. This course shows you how to do this in oil and gas tenders and contracts. You will learn to include in the tender documents requirements for employment, training, local procurement and technology transfer that are clear, measurable and proportionate to the service; to evaluate and score bidders' local content plans, telling credible commitments apart from vague promises and front companies; to turn the winning plan into a contract schedule with targets, evidence, incentives and penalties; to plan local supplier development actions; and to monitor, verify and report performance throughout the contract. With an international perspective, without relying on any one country's law, and with templates, an Excel exercise and decision scenarios. Completion of PSC-152 is recommended. The course is delivered in Portuguese.
What you will learn
- Include clear and measurable local content requirements in the tender documents.
- Evaluate and score bidders' local content plans.
- Turn the local content plan into contractual obligations that can be monitored.
- Plan local supplier development actions.
- Monitor and report a contract's local content performance.
Who it is for: Procurement, contracts, suppliers
Standards and references: Boas práticas internacionais de conteúdo local · IOGP / práticas da indústria
Level 2 Expediting, Inspection and Quality Control of EquipmentPSC-256 · Intermediate · 5 h Monitoring critical orders, shop inspection, factory acceptance tests (FAT), documentation and deliveries. EN 10204 (3.1/3.2)planos de inspeção e ensaio (ITP)IOGP / práticas da indústria Details
A critical piece of equipment that arrives late, or arrives on time but with defects, can delay an entire project or compromise the safety of a facility. This course teaches you to follow up critical equipment orders from award to shipment. You will learn to plan expediting according to the level of risk, read supplier schedules and spot signs of delay; interpret inspection and test plans (ITP) and hold, witness and review points; prepare and attend factory acceptance tests (FAT), with punch lists and conditional acceptance; manage third-party inspection and handle non-conformities and concession requests; and check the manufacturing record book, issue the release note and prepare packing and shipping documents. Based on international good practice in the oil and gas sector, with an Excel exercise, decision scenarios and downloadable checklists. The course is delivered in Portuguese.
What you will learn
- Plan the expediting of a critical order according to its level of risk.
- Interpret an inspection and test plan and its intervention points.
- Prepare and attend a factory acceptance test.
- Manage a third-party inspection and handle non-conformities.
- Check the final documentation and release the equipment for shipment.
Who it is for: Procurement, expediting, quality
Standards and references: EN 10204 (3.1/3.2) · planos de inspeção e ensaio (ITP) · IOGP / práticas da indústria
Level 3 Strategic Category ManagementPSC-301 · Advanced · 10 h End-to-end category strategies, multi-year plans, stakeholder management and value capture. ISO 20400 (compras sustentáveis)boas práticas de gestão de categorias Details
Category management turns procurement from a series of tenders into a multi-year strategy, built with the business areas and measured in real value. In this advanced course you follow Sofia, fleet maintenance category manager at Nova Rota Logística, a fictitious company, from the category diagnosis to the annual strategy review. You will organise the category management model and its governance, diagnose spend, demand, market and costs, assess strategic options and value levers, build a multi-year plan, engage stakeholders, implement the strategy, measure the value captured together with the finance function and review the strategy in a cycle of continuous improvement. With Excel exercises, decision scenarios, drag-and-drop activities, an integrated case, knowledge checks in every module and downloadable templates. Designed for category and procurement managers. The course is delivered in Portuguese.
What you will learn
- Explain the category management model and its governance in the organisation.
- Carry out a complete diagnosis of a category (spend, demand, market, costs and risks).
- Assess the strategic options and value levers of a category.
- Build a multi-year category plan with targets and initiatives.
- Engage stakeholders and manage resistance to the strategy.
- Implement the strategy and measure the value actually captured.
- Review the performance of a category strategy and update it.
Who it is for: Category and procurement managers
Standards and references: ISO 20400 (compras sustentáveis) · boas práticas de gestão de categorias
Level 3 Supply Chain Risk Management and ResiliencePSC-302 · Advanced · 8.3 h Mapping and assessing supply risks, alternative sources, business continuity and response to disruptions. ISO 31000ISO 22301ISO 28000 Details
A factory can have the best processes in the world and still come to a halt within a week because a second-tier supplier nobody knew about stopped delivering. In this advanced course you follow Inês, supply chain risk manager at Atlântico Bebidas, a fictitious beverage company, as she classifies supply risks, maps the supply chain beyond the first tier, assesses and prioritises risks by likelihood, impact and recovery time, chooses proportionate mitigation strategies, builds the supply chain into the business continuity plan and coordinates the response to a real disruption. Aligned with the guidance of ISO 31000, ISO 22301 and ISO 28000, without replacing a reading of the standards. With hotspots, Excel exercises, drag-and-drop activities, crisis scenarios, knowledge checks in every module and downloadable templates. Designed for procurement and supply chain managers. The course is delivered in Portuguese.
What you will learn
- Classify supply risks and their impact on the business.
- Map critical suppliers beyond the first tier.
- Assess supply risks by likelihood, impact and recovery time.
- Select mitigation strategies proportionate to the risk.
- Build the supply chain into the business continuity plan.
- Coordinate the response to a supply disruption.
Who it is for: Procurement and supply chain managers
Standards and references: ISO 31000 · ISO 22301 · ISO 28000
Level 3 Advanced Negotiation and Complex Contract ManagementPSC-303 · Advanced · 10 h Multi-party negotiations, long-term contracts, variations, claims and dispute resolution. Boas práticas internacionais de negociação e gestão de contratosmediação e arbitragem internacionais Details
The contracts that create the most value, and cause the most problems, are long, complex and involve several parties. In this advanced course you follow Marta, contracts director at Rede Hospitalar Horizonte, a fictitious organisation, as she negotiates and manages a seven-year integrated maintenance and services contract with a consortium. You will prepare multi-party, multi-issue negotiations, apply interest-based negotiation to create and share value, structure long-term contracts with adjustment and governance mechanisms, manage significant variations, assess claims, choose the most suitable dispute resolution mechanism and manage a relationship in crisis, including exit from the contract. It does not replace legal advice, which varies from country to country. With decision scenarios, case studies, Excel exercises with model answers, knowledge checks in every module and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Prepare multi-party, multi-issue negotiations.
- Apply interest-based negotiation to create and share value.
- Structure long-term contracts with adjustment and governance mechanisms.
- Manage significant variations while keeping the contract in balance.
- Assess a supplier's claim and prepare the response.
- Choose the most suitable dispute resolution mechanism for each situation.
- Manage a contractual relationship in crisis, including termination.
Who it is for: Contract and procurement managers
Standards and references: Boas práticas internacionais de negociação e gestão de contratos · mediação e arbitragem internacionais
Level 3 Digital Transformation of ProcurementPSC-304 · Advanced · 8.3 h E-procurement, source-to-pay, spend analytics, automation and responsible use of AI in procurement. Princípios de IA da OCDEISO/IEC 42001boas práticas de e-procurement Details
Digitalising procurement promises faster processes, reliable data and teams freed up for strategic work, but many projects end up as expensive systems that nobody uses. In this advanced course you follow Joana, procurement digital transformation programme manager at Horizonte Serviços, a fictitious services company operating in several countries. You will describe the source-to-pay solution architecture, use e-sourcing and e-procurement tools, build a reliable spend analysis from data from several sources, identify processes to automate while keeping internal control, assess artificial intelligence use cases and their risks, and draw up a transformation roadmap with a business case, solution selection and change management. Aligned, as an introduction, with references such as the OECD AI Principles and ISO/IEC 42001. With step-by-step simulations, Excel exercises with model answers, decision scenarios, knowledge checks in every module and downloadable templates. The course is delivered in Portuguese.
What you will learn
- Describe the architecture of digital source-to-pay solutions.
- Use e-sourcing and e-procurement tools in purchasing processes.
- Build a reliable spend analysis from data from several sources.
- Identify procurement processes that can be automated while keeping internal control.
- Assess AI use cases in procurement and their risks.
- Draw up a digital transformation roadmap for the procurement function.
Who it is for: Procurement managers, IT systems staff
Standards and references: Princípios de IA da OCDE · ISO/IEC 42001 · boas práticas de e-procurement
Level 3 Leading the Procurement Function: Organisation, KPIs and GovernancePSC-305 · Advanced · 8.3 h Organisational model, policies and authority levels, KPIs, internal control and value for the business. Modelo das três linhas (IIA)COSOISO 20400 (compras sustentáveis) Details
Leading the procurement function is much more than managing a team of buyers: it means defining the function's mandate, choosing the organisational model, writing the rules of the game, measuring performance, ensuring control and integrity and showing the board the value that procurement creates. In this advanced course you follow Nzinga, newly appointed procurement director of Grupo Meridional, a fictitious industrial group with factories, warehouses and services. You will analyse the positioning of the function, compare centralised, decentralised and hybrid models, review the procurement policy and the delegation of authority matrix, build a KPI dashboard, assess the internal controls of the purchasing cycle using the three lines model and the COSO approach, and develop the team and the function's strategic plan. With case studies, decision scenarios, hotspots, drag-and-drop activities, knowledge checks in every module and downloadable templates. Designed for procurement directors and heads of procurement. The course is delivered in Portuguese.
What you will learn
- Analyse the positioning and mandate of the procurement function.
- Choose the procurement organisational model that suits the organisation.
- Review the procurement policy and the delegation of authority matrix.
- Build a KPI dashboard for the procurement function.
- Assess the internal controls of the purchasing cycle.
- Develop the team and demonstrate the value of procurement to the business.
Who it is for: Procurement directors and heads of procurement
Standards and references: Modelo das três linhas (IIA) · COSO · ISO 20400 (compras sustentáveis)
Level 3 Risk Management in Contracting Construction Works and ServicesPSC-306 · Advanced · 8.3 h Identifying and allocating risks in construction contracts, standard contract models, guarantees, variations and claims. FIDIC 2017 (Livros Vermelho, Amarelo e Prata)NEC4 Details
In a construction contract, every risk that was not thought through before signing ends up appearing on site, in the form of variations, delays, claims or disputes. In this advanced course you follow the construction of a logistics centre for Nova Rota Logística, a fictitious employer, from identifying the risks to resolving the contractor's claims. You will identify the main risks of a construction project, compare the international standard contract models (traditional construction, design and build, turnkey; the FIDIC and NEC families of contracts, in general terms), draft and review the allocation of risk, choose guarantees, manage variations and delays, and handle claims within the contractual procedures. With case studies, decision scenarios, hotspots, drag-and-drop activities, an Excel exercise and downloadable templates. Designed for employers, contract managers and engineers. The course is delivered in Portuguese.
What you will learn
- Identify the main risks of a contract for construction works and services.
- Compare the international standard contract models and the allocation of risk in each.
- Draft or review risk allocation clauses.
- Select the appropriate guarantees for a construction contract.
- Manage variations and delays in a construction contract.
- Handle contractors' claims within the contractual procedures.
Who it is for: Project owners (employers), contract managers, engineers
Standards and references: FIDIC 2017 (Livros Vermelho, Amarelo e Prata) · NEC4
Level 3 Strategic Public ProcurementPSC-307 · Advanced · 10 h Strategic planning of public procurement, value for money, sustainable procurement and innovation, performance and control. Lei-Modelo UNCITRAL de Contratação Pública (2011)Acordo GPA da OMCRecomendação da OCDE sobre Contratação PúblicaMAPSQuadro de Procurement do Banco MundialISO 20400 (compras sustentáveis) Details
Public procurement accounts for a very large share of government spending and can be used for much more than following rules: to obtain value for money, support sustainability, open markets to small and medium-sized enterprises, stimulate innovation and strengthen citizens' trust. In this advanced course you follow the Public Procurement Agency of a fictitious country as it turns public procurement into a strategic tool. You will plan procurement on the basis of spend and needs, apply value for money, include environmental and social criteria, choose innovation procurement instruments, build performance indicators and strengthen control and integrity. The references are international and described in general terms: the OECD Recommendation on Public Procurement, the UNCITRAL Model Law, the WTO Agreement on Government Procurement, the MAPS methodology and World Bank practice. Designed for public procurement officers and managers. The course is delivered in Portuguese.
What you will learn
- Explain public procurement as a strategic public policy tool.
- Draw up a strategic public procurement plan on the basis of spend and needs.
- Apply the concept of value for money to public procurement decisions.
- Include environmental and social criteria in public procedures.
- Select innovation procurement instruments.
- Build performance indicators for a public procurement system or entity.
- Strengthen control and integrity throughout the public procurement cycle.
Who it is for: Public procurement officers and managers
Standards and references: Lei-Modelo UNCITRAL de Contratação Pública (2011) · Acordo GPA da OMC · Recomendação da OCDE sobre Contratação Pública · MAPS · Quadro de Procurement do Banco Mundial · ISO 20400 (compras sustentáveis)
Level 3 Public Procurement Reform and Capacity BuildingPSC-308 · Advanced · 8.3 h Assessing a public procurement system, planning reforms, strengthening institutional capacity and measuring results. Lei-Modelo UNCITRAL de Contratação Pública (2011)Acordo GPA da OMCRecomendação da OCDE sobre Contratação PúblicaMAPSQuadro de Procurement do Banco Mundial Details
Reforming a public procurement system is much more than passing a new law: it means assessing the existing system rigorously, choosing priorities, sequencing the changes, strengthening the institutions, professionalising buyers and measuring whether the results are delivered. In this advanced course you follow the Public Procurement Regulatory Authority of a fictitious country through a reform process. You will describe the components of a national system, apply the logic of the MAPS methodology for assessing public procurement systems, plan the reform with priorities, sequencing and risks, design an institutional strengthening programme, including electronic public procurement and review bodies, plan the professionalisation of public buyers and build a results framework. The international references (OECD, MAPS, UNCITRAL, WTO, World Bank) are used in general terms. Designed for public procurement policy makers and regulators. The course is delivered in Portuguese.
What you will learn
- Describe the components of a national public procurement system.
- Apply the logic of the MAPS methodology to the assessment of a public procurement system.
- Draw up a reform plan with priorities, sequencing and risks.
- Design an institutional capacity building programme.
- Plan the professionalisation of public buyers.
- Measure the results of a reform and ensure its continuity.
Who it is for: Public procurement policy makers and regulators
Standards and references: Lei-Modelo UNCITRAL de Contratação Pública (2011) · Acordo GPA da OMC · Recomendação da OCDE sobre Contratação Pública · MAPS · Quadro de Procurement do Banco Mundial
Level 3 Advanced Incoterms® 2020: Disputes, Letters of Credit, Insurance and Project CargoPSC-309 · Advanced · 8.3 h In-depth study with real cases: transfer of risk and ownership, letters of credit (UCP 600), cargo insurance, project cargo and Oil & Gas, disputes and clause drafting. Incoterms® 2020 (ICC)UCP 600 (ICC)Institute Cargo ClausesCISG — noção Details
An advanced Level 3 course for those who manage procurement, logistics, trade finance, commercial legal matters or projects and need to master the Incoterms® 2020 rules when the stakes are high. An in-depth study, with real cases decided by courts in the United Kingdom and the United States and documented maritime events: the relationship between risk, ownership and payment; documentary credits subject to UCP 600 and the consistency of the documents with the rule; cargo insurance under the Institute Cargo Clauses and general average; logistics disruption, demurrage and congestion; project cargo, heavy cargo and Oil & Gas, including logistics bases and offshore delivery points; building claims, time limits and evidence; and drafting complete delivery clauses, with an integrating case. It includes Excel exercises with model answers and illustrative clause templates. Prerequisite: PSC-213 (Incoterms® 2020 in Practice) or equivalent experience. The course explains the ICC rules in its own words and does not replace the official publication or legal advice. The course is delivered in Portuguese.
What you will learn
- Distinguish, and align in the contract, the passing of risk, the transfer of ownership and the timing of payment.
- Align the Incoterms® rule, the documents and the documentary credit to avoid discrepancies.
- Assess the insurance cover appropriate to the chosen rule and manage claims and general average.
- Allocate in the contract the costs and risks of delays, congestion, deviations and demurrage that the rules do not resolve.
- Choose and draft the rule and place of delivery for project cargo, heavy cargo and Oil & Gas supplies.
- Build and defend a claim relating to delivery, risk or documents, meeting time limits and evidence requirements.
- Draft complete delivery clauses and apply them in an end-to-end integrating case.
Who it is for: Procurement and logistics managers, trade finance, commercial legal, projects (incl. Oil & Gas)
Standards and references: Incoterms® 2020 (ICC) · UCP 600 (ICC) · Institute Cargo Clauses · CISG — noção
Level 3 Contracting Strategy for Major Capital Projects (EPC/EPCI)PSC-351 · Advanced · 10 h Contracting strategy from FEED onwards: EPC, EPCI, alliances, work packages, interfaces and risk management. IOGP / práticas da indústriaIOGP JIP33 (especificações normalizadas) Details
In a major oil and gas capital project, the way the work is divided up and contracted often decides, before the first steel is cut, whether the project stays on budget and on schedule. In this advanced course you follow Projeto Coral, a fictitious offshore development, from FEED to contractor mobilisation. You will relate the project phases to contracting decisions, prepare the market during FEED, compare the EPC, EPCI and EPCm models, discipline contracts and alliances, divide the scope into work packages, control interfaces, allocate risks between the operator and the contractors, and plan the tender and the transition to execution. With decision scenarios, case studies, hotspots, drag-and-drop activities, knowledge checks in every module and downloadable templates. Designed for project, contract and procurement managers in the sector. The course is delivered in Portuguese.
What you will learn
- Relate the phases of a capital project to contracting decisions.
- Prepare contracting during FEED and engage the supply market.
- Compare the main contracting models for major projects (EPC, EPCI, EPCm, discipline contracts and alliances).
- Define the contracting strategy and the division of scope into work packages.
- Identify and control the interfaces between packages and contractors.
- Allocate project risks between the operator and the contractors.
- Plan the tender and the transition to execution of an EPC/EPCI contract.
Who it is for: Project, contract and procurement managers in the oil and gas sector
Standards and references: IOGP / práticas da indústria · IOGP JIP33 (especificações normalizadas)
Level 3 Oil and Gas Contracts: Variations, Claims and DisputesPSC-352 · Advanced · 10 h Variation orders, contractor claims, evidence and records, negotiation and dispute resolution. IOGP / práticas da indústriaSCL Delay and Disruption Protocolarbitragem internacional Details
In an oilfield services contract, a rig on standby waiting for materials or an installation vessel held up by bad weather can cost more in a few days than many entire contracts. In this advanced course you follow Projeto Âmbar, a fictitious drilling and subsea tie-back campaign, and learn to manage variations, claims and disputes professionally. You will distinguish formal, constructive and scope variations, process variation orders from request to approval, analyse contractors' claims, organise the evidence with daily reports, vessel logs and delay analysis (with the SCL Delay and Disruption Protocol as a reference), negotiate on the basis of rights and interests, choose the resolution route provided for in the contract and apply practices that prevent disputes. With case studies, decision scenarios, Excel exercises and downloadable templates. Designed for contract managers, lawyers and project managers in the sector. The course is delivered in Portuguese.
What you will learn
- Distinguish formal, constructive and scope variations in oil and gas contracts.
- Process a variation order from request to approval.
- Analyse a claim from an oilfield services contractor.
- Organise the supporting evidence to defend or negotiate a claim.
- Negotiate the settlement of a claim on the basis of rights and interests.
- Choose the dispute resolution route provided for in the contract.
- Apply practices that reduce variations, claims and disputes.
Who it is for: Contract managers, legal, project teams
Standards and references: IOGP / práticas da indústria · SCL Delay and Disruption Protocol · arbitragem internacional
Level 3 Upstream Supply Chain: Integrated Planning and Cost ReductionPSC-353 · Advanced · 8.3 h Integrated activity planning, resource sharing between operators, logistics optimisation and cost reduction. IOGP / práticas da indústriaIOGP JIP33 Details
In an offshore operation, a rig standing idle waiting for a part, a vessel sailing half empty or a helicopter with empty seats costs money every day. In this advanced course you follow Oceânica Petróleo, a fictitious operator with several offshore fields and a supply base, and learn to reduce the cost of the upstream supply chain without compromising safety. You will identify the cost drivers (rigs, vessels, helicopters, well services, non-productive time), understand integrated activity planning and its levels, link the activity plan to materials planning, assess resource sharing between operators, optimise marine and aviation transport and design a sustainable cost reduction programme. With case studies, decision scenarios, Excel exercises and downloadable templates. Designed for supply chain and operations managers. The course is delivered in Portuguese.
What you will learn
- Identify the main cost drivers of the upstream supply chain.
- Explain the levels and the process of integrated activity planning.
- Link the integrated plan to materials and services planning.
- Assess opportunities for resource sharing between operators.
- Optimise marine and aviation transport and the use of the supply base.
- Design a sustainable cost reduction programme.
Who it is for: Supply chain and operations managers
Standards and references: IOGP / práticas da indústria · IOGP JIP33
Project Management
Level 1 Introduction to Project ManagementGPR-101 · Foundation · 2.5 h Concepts, the project life cycle and the role of the project manager. ISO 21502Guia PMBOK®Guia do Scrum Details
Opening a new branch, rolling out an IT system, organising a conference or moving premises: every organisation runs on projects. In this introductory course you will learn to tell a project apart from day-to-day operations, understand the triple constraint of scope, time and cost, work through the life cycle phases from initiation to closure, identify the key roles and analyse stakeholders with a power/interest grid. You will also use four simple, effective tools: the project charter, the work breakdown structure (WBS), the Gantt chart and the risk register. You will follow Inês, project manager for Atlântico Engenharia's New Headquarters project, and practise with downloadable templates. Based on international references such as ISO 21502, PMI's PMBOK® Guide, PRINCE2® and the Scrum Guide, the course gives you a common language for working on projects in any sector and any country. The course is delivered in Portuguese.
What you will learn
- Tell projects apart from day-to-day operations and explain the triple constraint and a project's success criteria.
- Describe the phases of the project life cycle: initiation, planning, execution, monitoring and control, and closure.
- Identify the roles of the project manager, sponsor and team, and analyse stakeholders with a power/interest grid.
- Use simple planning tools: the project charter, work breakdown structure, Gantt chart and risk register.
Who it is for: Managers, team leaders and project team members who are starting to take part in or coordinate projects
Standards and references: ISO 21502 · Guia PMBOK® · Guia do Scrum
Sales & Customer Service
Level 1 Customer Service ExcellenceVEN-101 · Foundation · 2.5 h Communication, empathy and service standards that build customer loyalty. ISO 10002ISO 10001ISO 18295 (centros de contacto) Details
Every contact with a customer is a chance to win their trust — or lose it. In this practical course you will learn to put the customer at the centre of your work, communicate with courtesy, clarity and empathy, ask the right questions to understand what the customer really needs, and apply consistent service standards at the counter, on the phone and in messaging apps. Based on international good practice, including ISO 10001, ISO 10002 and ISO 10004 on customer satisfaction and complaints handling, and with realistic scenarios in a bank branch, a supermarket, a clinic reception, a telecoms shop and a contact centre, you will leave with tools you can use in your very next interaction, in any country. The course is delivered in Portuguese.
What you will learn
- Explain the impact of customer experience on loyalty, word of mouth and business results.
- Communicate with customers with courtesy, clarity and empathy, using active listening, positive language and suitable non-verbal communication.
- Use open and closed questions and rephrasing to identify customers' needs and expectations.
- Apply consistent service standards for response times, promises and follow-up, in person and online.
Who it is for: Sales staff, customer service agents, receptionists and shop staff.
Standards and references: ISO 10002 · ISO 10001 · ISO 18295 (centros de contacto)
Soft Skills
Level 1 Effective Interpersonal CommunicationDES-101 · Foundation · 1.8 h Active listening, assertiveness and non-verbal communication. Modelos de referência em competências transversais Details
How many problems at work start with a misunderstood message? In this practical course you will learn how communication works, what the most common barriers are and how to overcome them. Practise active listening, discover the difference between passive, aggressive and assertive behaviour, and learn to use I-messages to say what you think without hurting anyone. You will also explore body language, tone of voice and intercultural communication in multinational, multilingual teams, based on recognised models and real everyday situations in offices, shops, warehouses and building sites. Communicate better, work better. The course is delivered in Portuguese.
What you will learn
- Explain the elements of the communication process and identify the main barriers that get in its way.
- Apply active listening techniques in professional conversations.
- Distinguish passive, aggressive and assertive behaviour and phrase I-messages.
- Read and manage non-verbal signals such as posture, tone of voice and eye contact.
- Adapt your communication to hierarchy, age and the cultural and linguistic diversity of multinational teams.
Who it is for: All employees and individuals
Standards and references: Modelos de referência em competências transversais
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