Insights for HR and Training Managers

Behaviour Insights

Insights for HR and training managers that support decisions on competencies, Best Practices and professional training

Insights for HR and training managers have been developed to support informed decisions on training, competencies, Best Practices, regulation and the real development of organisational capabilities.

Insights for HR and training managers organised by theme

Choose a section and explore short articles designed to support training decisions, competency planning and team development.

Pedagogy and Adult Education

In this section, insights for HR and training managers help explain how adults learn, retain knowledge and transform training into practical application at work.

These insights for HR and training managers focus on the practical difference between delivering training and developing capabilities that can be applied in real organisational contexts.

The difference between training and developing critical competencies

Training means transmitting knowledge. Developing competencies means turning that knowledge into real capability. Most organisations invest heavily in one-off training, but much less in continuous development — and this is where the difference in team maturity becomes visible.

Traditional training provides theoretical understanding. But when an incident, audit or regulatory change occurs, what distinguishes a prepared team is the ability to apply what it has learned. This requires practice, follow-up and exposure to day-to-day scenarios.

For this reason, Behaviour courses are oriented towards practice and the immediate application of the knowledge being acquired. This approach is aligned with the vision of José Pacheco, a Portuguese educator recognised for defending transformative learning: “Knowledge that does not transform reality does not produce development.”

In Professional Training, this means that the value of training does not lie in the theory transmitted, but in the participant’s ability to use what they learn to improve processes, decisions and results in their work context.

Developing competencies involves creating a year-round pathway across several layers: essential and foundational → professional → specialist → excellence and leadership. It also means choosing training aligned with roles and responsibilities, rather than distributing generic courses to everyone.

Teams that develop capabilities become more autonomous, respond better to audits, make better decisions and reduce external dependency. For HR teams, this approach avoids unnecessary repetition and accelerates internal maturity.

Training is the first step.
Developing competencies is what truly transforms.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Adult learning: how to ensure knowledge retention

These insights for HR and training managers also connect adult learning principles with retention, participation and application in the workplace.

Adult learning does not depend on exposure to content, but on how knowledge is integrated into the real work context. Experienced professionals know that retention is not in the training itself, but in the relationship between what is learned and what is done. This principle, widely recognised in educational sciences and reflected in the Behaviour Training Line of Force, is central to any effective learning pathway.

Retention increases when there is intentionality: the participant knows why they are there, what problem they want to solve and how the new knowledge connects with the processes and responsibilities they already perform. Without this connection, any training — short or long — becomes information without impact.

Another decisive factor is activation during learning. Adults retain more when they analyse, discuss, apply and decide. This is why exclusively lecture-based methodologies have limited impact. What truly consolidates knowledge is confronting the learner with credible situations: case analysis, decision exercises, audit simulations or the identification of real risks — as also supported by lifelong learning principles.

However, the greatest determinant of retention is not the training moment itself, but what happens in the following 72 hours. Small reinforcements, practical application or structured reviews significantly reduce the forgetting curve and increase transfer to the workplace.

Retention does not result from the quantity of training, but from relevance, participation and application. Consistent learning pathways have impact not because they teach more, but because they allow people to use what is learned more effectively, at the right time and in the right context.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
How to prepare teams for intensive training — when does it really make sense?

Intensive training can be useful in very specific contexts: when the objective is to create a quick overview, align essential concepts or prepare teams for a certification with defined dates. However, it does not replace continuous learning processes, nor does it guarantee, by itself, effective transfer to the workplace.

Teams learn better when there is time for absorption, practice, reflection and application. Therefore, before enrolling employees in intensive training, it is essential to clarify the purpose: is the aim quick literacy or operational competence? The first is compatible with an intensive format; the second requires a more progressive pathway.

Another relevant point is ensuring that participants arrive with the appropriate foundations. One of the limitations of intensive courses is the high volume of information in a short period of time. Without prior framing, retention may decrease and the impact of training may be reduced.

It is also important to set realistic expectations: intensive training can prepare the employee to understand the main concepts, but execution capability develops through practice, follow-up and reinforcement over time.

When there is clarity about the objective, context and team needs, intensive training can be appropriately integrated into a broader professional development pathway.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
After training: how to turn learning into application at work

The impact of training does not end on the last day of the course. In many cases, it is precisely after training that the most important part begins: understanding whether the knowledge acquired is being used in the real work context.

In Best Practice areas, this connection is essential. Information security, privacy, business continuity, compliance, auditing, quality, artificial intelligence or operational resilience are not topics that exist only during the training moment. They need to be applied in decisions, processes, controls, evidence and behaviours.

For this reason, for Human Resources and training managers, the question should not only be whether the training went well, whether participants liked it or whether they received a certificate. The main question is: what has changed in the person’s or team’s ability to perform better?

The transfer of learning to work depends on several factors: relevance of the content, involvement of the manager, opportunity to apply knowledge, existence of clear processes and time to consolidate new practices. When these elements are absent, training may be well rated but have little operational impact.

A simple way to reinforce application is to involve the manager before and after training. Beforehand, to clarify expectations. Afterwards, to identify where the knowledge can be applied, which tasks can be improved and which responsibilities can be taken on with greater autonomy.

It is also useful to define small application indicators. They do not need to be complex. They may involve checking whether the person participated in a process review, applied a checklist, prepared evidence, supported an audit, contributed to an action plan or helped improve an internal practice.

To make this follow-up more effective, HR teams can ask a few simple questions after training:

  • What knowledge acquired can already be applied at work?
  • Which task, process or responsibility can benefit from this training?
  • Does the direct manager know how to make use of the new competence?
  • Is there a real opportunity for the participant to practise what they have learned?
  • What simple evidence can demonstrate application of learning?

These questions help bring training closer to operations. They also allow HR teams to move beyond evaluating only participation and satisfaction, and to start observing concrete signs of competency development.

Training creates value when it does not remain only in the certificate. It creates value when it improves decisions, strengthens autonomy, increases consistency and helps the organisation apply more effectively what it needs to comply with, demonstrate and improve.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Why maturity cannot be bought through a single course

Organisational maturity does not result solely from attending a training course. It results from how knowledge is understood, applied, tested and consolidated in the real work context.

A course can create awareness, clarify concepts and introduce good practices. But maturity requires repetition, exposure to real situations, decision-making capability and the production of evidence. Without these elements, knowledge remains fragile and is unlikely to become consistent practice.

This distinction is particularly important in areas such as Governance, Risk and Compliance, cybersecurity, business continuity, privacy, auditing and operational resilience. In these domains, knowing “what the standard says” is not enough. Teams need to understand how to interpret requirements, apply criteria, justify decisions and demonstrate results.

For this reason, training should be seen as part of a pathway, not as a single solution. Impact emerges when there is progression: first, understanding the fundamentals; then practical application; then technical consolidation; and finally, leadership and decision-making capability.

For HR teams, this view helps avoid a common trap: expecting a single training activity to solve structural competency problems. For training managers, it enables the design of more realistic, sustainable pathways aligned with the organisation’s evolution.

Maturity needs time, method and evidence. Training is an essential part of that journey, but true value emerges when knowledge begins to change the way the organisation decides, acts and responds.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Learning to apply: the point where training gains value

Training gains value when it stops being only a learning experience and starts influencing how the professional acts in their work context.

For adults, learning does not simply mean receiving information. It means connecting new knowledge with existing responsibilities, concrete decisions, real problems and organisational objectives. The clearer this connection is, the greater the likelihood of transfer into practice.

For this reason, applicability should be considered from the design of the training itself. Examples, exercises, case studies and moments of reflection help the learner turn concepts into criteria for action. This transition is essential in technical, normative and regulatory areas, where small interpretations can have significant impact.

For HR teams, the central question should not only be “what training was delivered?”, but “what capability was strengthened?”. For training managers, it is important to understand whether participants leave better prepared to analyse, decide, evidence and act.

Training with practical application does not remove the need for study. On the contrary, it makes study more useful. Technical knowledge remains essential, but it gains strength when placed at the service of real situations.

When training is designed for application, its impact no longer depends solely on the learner’s individual motivation. It becomes embedded in a methodology that supports understanding, retention and use.

Learning is important. Applying is what turns knowledge into competence.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Why do so many training courses feel useful on the day, but fail to change the way people work afterwards?

Many training courses are well evaluated at the end. Participants appreciate the trainer, recognise the usefulness of the content and leave with the feeling that they have learned something relevant. And yet, a few weeks later, little has changed in the way work is actually done.

This happens because satisfaction is not the same as application. A training course may be interesting, clear and well delivered, but still fail to generate real change if the knowledge is not directly connected to each person’s role, processes and responsibilities.

In Best Practices areas, this risk is even greater. Information security, privacy, business continuity, compliance, quality, auditing, artificial intelligence or service management require more than theoretical understanding. They require the ability to recognise situations, apply criteria, produce evidence and make decisions in the right context.

For Human Resources, this means that training evaluation should not be limited to attendance, certificates or satisfaction levels. It is important to understand whether the person is better prepared to act.

Some questions can help with this assessment:

  • Was the content connected to real situations in the role?
  • Does the person know where to apply what was learned?
  • Does the direct manager understand how to make use of the new competence?
  • Is there an opportunity to practise after the training?
  • Is there any concrete sign of application in the workplace?

Training creates more value when it is designed as part of a development process, not as an isolated event. The training moment is important, but real learning is measured afterwards, when knowledge starts to appear in decisions, practices and the quality of execution.

Useful training is not only training that people enjoy. It is training that continues to create value after the course has ended.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.

Explanation of Areas and Courses

These insights for HR and training managers clarify technical areas, standards, regulations and courses, helping interpret internal requests and choose appropriate pathways.

How to prepare teams for DORA without stress

DORA implementation may seem demanding, but it does not need to create anxiety within teams. The key is to align training with real priorities, not with extensive lists of requirements. The first step is to identify critical functions: risk, continuity, IT operations, cybersecurity and supplier management. Training “everyone at once” is not effective; training those who execute is.

It is then essential to separate strategic training from technical training. Strategy comes first: framing the regulation, responsibilities, reporting flows and understanding impact. Only afterwards does it make sense to go deeper into technical topics such as metrics, testing, scenarios and audits.

The third key point is pace. Teams absorb better when training is distributed across quarters rather than concentrated in a single month. Small reinforcements produce better results than overly extensive courses. Behaviour courses have short and intensive durations, from 1 to 5 days, allowing teams to progress in stages without interrupting operations and to consolidate knowledge progressively.

Preparing for DORA means aligning clarity with focus. It is not about the quantity of training, but about the right training for the right functions, at the right pace, ensuring confident, informed teams that are prepared to respond to the requirements of the regulation.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
DORA, NIS 2, privacy, AI and continuity: why these topics should not be viewed in isolation

These insights for HR and training managers support a more integrated view of regulatory, cybersecurity, privacy, continuity and governance-related training needs.

For many Human Resources and training managers, requests related to DORA, NIS 2, privacy, artificial intelligence, business continuity, cybersecurity or compliance may seem like separate topics. They usually come from different areas, with different urgencies and with highly technical language.

However, within the organisation, these topics are increasingly connected. A regulatory requirement may require training in risk management. An audit may reveal the need to improve evidence. An incident may demonstrate weakness in business continuity. A new artificial intelligence system may involve security, privacy, governance, suppliers and internal responsibilities.

For this reason, viewing each topic as isolated training may create fragmentation. The organisation trains people at different moments, with different messages, without ensuring that there is a common language between technical teams, support areas, decision-makers and operational functions.

The logic of Best Practices helps organise this complexity. Instead of treating each request as a separate topic, it allows organisations to recognise that many of these subjects share common elements: clear responsibilities, risk assessment, controls, documentation, evidence, auditing, incident response, supplier management, continual improvement and decision-making capability.

For HR teams, this matters because it supports better planning. A team may first need foundations in information security before moving on to more specific topics. A compliance officer may benefit from training in management systems. A technology team may need to understand continuity, risk or regulatory requirements. A decision-maker may not need technical detail, but should understand impact, responsibility and priorities.

The objective is not to turn every professional into a specialist. The objective is to ensure that each function understands enough to act better, decide better, collaborate better and recognise when other areas should be involved.

Before organising training in these areas, it may be useful to ask a few questions:

  • Does this topic affect only one technical area or several functions across the organisation?
  • Is there a common knowledge base that should be developed before specialisation?
  • Which teams need to understand responsibilities, even without being specialists?
  • Are there related topics that can be organised into a more coherent pathway?
  • What internal capability needs to be strengthened: awareness, execution, implementation, auditing or decision-making?

When these topics are viewed together, it becomes easier to avoid disconnected training, duplication of effort and competency gaps. It also becomes simpler to build pathways adjusted to the different profiles within the organisation.

In regulatory and Best Practice areas, training gains more value when it helps connect topics, teams and responsibilities. This connection is what allows dispersed knowledge to be transformed into organisational capability.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
What is a management system and why does it appear in so many different areas?

These insights for HR and training managers help clarify why management systems appear across different standards, functions and organisational responsibilities.

When Human Resources receive training requests for ISO 27001, ISO 22301, ISO 42001, ISO 9001, ISO 20000, ISO 27701, ISO 37301 or other standards, it may seem as though they are dealing with completely different topics. Information security, business continuity, artificial intelligence, quality, services, privacy or compliance do indeed have their own content. But many of these standards share a common logic: they are management systems.

A management system is not merely a set of documents. It is an organised way of defining responsibilities, planning objectives, controlling processes, monitoring results, managing risks, producing evidence and improving continually.

This logic is important for HR teams because it helps them understand that some training requests are not only about a technical topic. They concern the organisation’s ability to structure, implement, maintain and improve internal practices consistently.

For example, training in information security may not be only about cybersecurity. It may involve risk management, responsibilities, controls, auditing, evidence and continual improvement. Training in business continuity may not be only about contingency plans. It may involve business impact analysis, recovery strategies, exercises, tests, responsibilities and learning after incidents.

This is why, in many areas, there are different levels of training: foundations, implementation, auditing, leadership or team preparation. Each level responds to a different need within the system.

For HR teams, understanding this logic helps interpret internal requests more effectively. When a team requests training in a standard, it may be asking for technical knowledge, but it may also be asking for the capability to implement processes, prepare audits, respond to clients, improve evidence or strengthen organisational maturity.

Some questions may help clarify the request:

  • Does the organisation only need to understand the standard or implement associated practices?
  • Is there already an implemented management system or is the organisation starting that pathway?
  • Is the need linked to certification, audit, client requirements, risk, regulation or internal improvement?
  • Who will be responsible for maintaining processes, evidence and continual improvement?
  • Should the training support general understanding, implementation, auditing or management of the system?

When this distinction is clear, it becomes easier to understand why training on a standard may be relevant for different profiles: technical teams, process owners, internal auditors, managers, compliance, quality, risk, security or continuity professionals.

In Best Practice areas, understanding the concept of a management system helps HR teams see beyond the name of the standard. It helps them recognise that training does not only develop technical knowledge; it develops the capability to organise, demonstrate and improve the way the organisation works.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Cybersecurity, continuity and compliance: why teams can no longer learn in isolation

For a long time, organisations treated topics such as cybersecurity, business continuity, compliance, risk and privacy as separate areas. Each team had its own language, procedures and priorities.

Today, this separation is increasingly ineffective. A cybersecurity incident may have operational, legal, reputational, financial and regulatory impact. A supplier failure may affect business continuity, data protection, service levels and contractual obligations. An audit may require evidence that cuts across several teams and processes.

For this reason, training must reflect this reality. It is not enough to develop isolated specialists. It is necessary to create a common language between different functions, so that teams can collaborate, escalate decisions and respond coherently.

This does not mean that everyone has to learn everything. It means that each professional should understand their role within a broader system. The IT team should understand compliance impacts. The compliance team should understand operational dependencies. HR teams should know which critical competencies need to be developed. Management should be able to interpret risks and make informed decisions.

For training managers, this is a strategic opportunity. Instead of planning courses as disconnected topics, they can design integrated pathways that bring areas closer together and reduce organisational fragilities.

Best practices do not live in isolated departments. They live in the way the organisation coordinates knowledge, decisions and evidence.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
AI, cybersecurity and privacy: why HR also needs to understand these topics

Artificial intelligence, cybersecurity and privacy are no longer topics reserved for technical teams. They affect the way people work, share information, use digital tools, process personal data and make decisions every day.

This is why Human Resources has an increasingly important role in preparing teams. HR does not need to become technically specialised in these areas, but it does need to understand that these topics have a direct impact on roles, behaviours, responsibilities and competencies.

When an organisation uses digital tools, automates tasks, works with personal data or introduces artificial intelligence solutions, relevant questions arise: who may use a given tool, what information may be entered, which data must be protected, which decisions require human validation and which risks must be reported.

If these topics remain only within technical areas, the organisation may create a false sense of control. Policies exist, but people do not know how to apply them. Rules exist, but they are not always understood. Technologies exist, but not everyone understands the risks associated with their use.

For HR, the question should not only be: “who needs technical training?”. It should also be: “which teams need to understand practical responsibilities in order to work better and with less risk?”.

Some questions can help:

  • Which roles use digital or artificial intelligence tools at work?
  • Which teams process, access or share personal data?
  • Which employees need to recognise information security risks?
  • Which areas should know when to ask for technical, legal or compliance support?
  • Which behaviours should be reinforced to reduce operational risk?

Training in these areas is not only about creating specialists. It is also about building awareness, responsibility and the ability to act among teams that use information, data and technology every day.

When HR understands this connection, it can plan training with greater clarity and help the organisation prepare people for risks that are already part of normal work.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.

Training Planning, Strategy and Management

In this area, insights for HR and training managers support planning, prioritising needs, choosing the right level of training and connecting training investment with organisational capability.

When a technical area requests training: how to interpret the request before choosing the course

Not all training requests reach Human Resources with the same level of clarity. Often, a technical area requests specific training, refers to a standard, regulation or particular course, but does not always explain the real need behind that request.

In Best Practice topics, this is particularly important. Information security, privacy, business continuity, DORA, NIS 2, artificial intelligence, compliance, auditing or management systems are areas with their own language, different levels of depth and distinct impacts on the organisation.

For this reason, before choosing the course, it is useful to understand whether the request aims to address a need for awareness, foundations, implementation, auditing, leadership or technical specialisation. The decision will be different if the organisation simply wants to create awareness of a topic, prepare teams to execute procedures, develop internal owners or train auditors.

A good initial question is: “What does this team need to be able to do after the training?” This question helps turn a generic request into a more informed decision.

It is also important to understand who should participate. Not everyone needs the same depth. A decision-maker may need to understand risks, responsibilities and priorities. An operational team may need to know how to act in concrete situations. An implementation owner may need to structure processes, controls and evidence. An auditor may need to assess conformity and effectiveness.

For HR and training managers, the challenge is not only to respond to the request received. It is to help the organisation choose the right level of training, for the right people, at the right time.

Before moving forward, it may be useful to ask the requesting area a few questions:

  • Is the objective to raise awareness, enable, implement, audit or lead?
  • Which functions have direct responsibility for the topic?
  • Does the need arise from a legal requirement, audit, client request, incident, internal strategy or evolution of roles?
  • What evidence or result is expected after the training?
  • Is this a one-off need or should it be part of a broader development pathway?

These questions help avoid disconnected, misaligned or overly technical training for the audience concerned. They also make it possible to turn dispersed requests into a more coherent competency development plan.

In complex areas, making the right training decision starts before enrolment. It starts with the ability to interpret the request, clarify the objective and align training with the real responsibility of each function.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Awareness, foundations, implementation or auditing: how to choose the right level of training

When an organisation identifies a training need in Best Practices, the first decision should not simply be to choose the topic. It should be to understand the level of depth required for each audience.

In areas such as information security, privacy, business continuity, compliance, DORA, NIS 2, artificial intelligence, quality or auditing, the same topic may require very different training responses. Not everyone needs to know the same things, and not everyone needs to be able to do the same things after training.

Awareness is appropriate when the objective is to create consciousness, common language and attention to basic responsibilities. It is useful for broader audiences when the aim is for people to recognise risks, warning signs or expected behaviours.

Foundations make sense when professionals need to better understand the topic, the main concepts, the requirements and how these relate to the organisation. This level is important for those who interact with the area, participate in processes or need to understand technical decisions without being specialists.

Implementation is necessary when the objective is to develop the capability to structure processes, define responsibilities, apply requirements, create controls, organise evidence and monitor execution. This level should be considered for internal owners, project teams and professionals with direct responsibility for the topic.

Auditing requires another type of preparation. Here, the focus is on the ability to assess conformity, effectiveness, objective evidence, audit criteria, deviations and opportunities for improvement. It is not enough to know the topic; it is necessary to know how to assess it with method and independence.

For Human Resources and training managers, this distinction is essential. It helps avoid two common mistakes: choosing training that is too generic for those who need to execute, or too technical for those who only need to understand responsibilities and impact.

Before deciding, it may be useful to ask a few questions:

  • Does the participant only need to understand the topic, or also apply it?
  • Does the role require decision-making, execution, implementation or assessment?
  • Should the training create awareness, operational autonomy or specialised capability?
  • What evidence, behaviour or result is expected after the training?
  • Should the topic be addressed as a one-off action or as part of a development pathway?

Choosing the right level of training allows the organisation to use its budget better, reduce dispersion and increase the real impact of learning. It also helps technical areas and HR teams speak the same language when defining priorities.

In complex topics, the right training is not necessarily the longest, most technical or most advanced. It is the one that corresponds to the person’s real responsibility and to the capability the organisation needs to develop.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Training without planning creates activity, but not always capability

These insights for HR and training managers reinforce the importance of connecting training activity with planning, priorities and measurable capability development.

Not all training delivered throughout the year translates into effective competency development. Many organisations invest in courses, workshops and one-off activities, but continue to experience difficulties when they need to respond to audits, incidents, regulatory changes or client requirements.

This happens because training, when not connected to a plan, tends to be seen as an isolated activity. It meets the calendar, uses budget and generates participation, but does not always create demonstrable internal capability.

For HR and training managers, the critical point is not only choosing good courses. It is understanding which capabilities the organisation needs to develop, in which teams, with what priority and over what time horizon.

An effective training plan should start from simple questions: what risks exist? Which requirements are increasing? Which functions need greater autonomy? Which teams depend too much on external knowledge? Which competencies will be needed in the next 6 to 12 months?

When these questions are asked before choosing courses, training stops being a reactive response and becomes a maturity tool. It helps prepare teams, reduce improvisation and create evidence of professional development.

The difference between training and development lies precisely here: training happens on a date; capability is built over time.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
How to choose training when there is regulatory pressure

When a new regulatory requirement emerges, organisations often feel urgency to train teams quickly. Pressure increases, deadlines approach and training starts being seen as an immediate response to the risk of non-compliance.

However, training quickly does not mean training well. In regulatory contexts, the first decision should be to distinguish who needs to understand, who needs to apply and who needs to decide.

Not all employees need the same level of depth. Some functions only need essential literacy on the topic. Others need to know how to apply requirements in their daily work. And some need more advanced competencies to lead, audit, implement or evidence conformity.

This distinction avoids two frequent problems: training everyone in the same way, or concentrating technical training on people who only need framing. Both scenarios may generate wasted time, excessive information and lower retention.

A good regulatory training strategy starts by mapping functions, responsibilities and exposure to risk. It then organises pathways by level: awareness, foundations, professional application, specialisation and leadership.

For HR and training managers, this approach makes the investment more defensible. It allows choices to be justified, teams to be prioritised and evidence to be provided that training was structured according to the organisation’s real needs.

In regulation, the right training is not the most extensive. It is the training that reaches the right people, with the right depth, at the right time.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
What HR should ask before requesting a training proposal

These insights for HR and training managers can also support better proposal requests by clarifying objectives, audiences, expected outcomes and evidence.

Requesting a training proposal often seems like a simple process: choose the topic, indicate the number of participants and ask for a price. But when the objective is to develop real competencies, there are questions that should be asked first.

The first is: what problem is the training intended to solve? It may be a need for updating, audit preparation, response to regulatory requirements, strengthening internal autonomy or creating a common knowledge base.

The second is: who should participate? The answer is not always the entire department. Often, the impact is greater when key profiles are selected, with concrete responsibilities and the ability to apply the knowledge after training.

The third is: what level of depth is needed? An awareness activity does not have the same objective as professional training, certification or an advanced pathway. Confusing these levels can create the wrong expectations.

The fourth is: what evidence is expected afterwards? Training can support development indicators, competency plans, audit preparation, internal initiatives or compliance programmes.

When these questions are clarified, the proposal stops being only a commercial response. It becomes a response aligned with objectives, functions, risks and expected results.

For HR and training managers, this initial care reduces waste, improves the choice of pathways and increases the ability to demonstrate value to the organisation.

A good proposal starts before the request. It starts with clarity about what the organisation really needs to develop.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not authorised.
Where does the value of professional training lie?

The value of professional training does not lie only in what is delivered, but in what is understood, decided and applied with greater confidence after the training.

For a long time, professional training has been assessed through elements that are easy to identify: duration, programme, certificate, format, materials or price. All these elements help compare options and organise decisions, but they do not, by themselves, explain the true value of training.

The value of professional training lies in what changes after the training. It lies in the way a person better understands a role, a standard, a risk, a responsibility or a decision. It also lies in the ability to interpret situations with greater judgement, ask better questions, recognise frequent mistakes and apply knowledge in a real professional context.

In an organisation, training has value when it stops being merely an action completed and starts producing effects in the workplace. When it helps a team align language, reduce uncertainty, respond better to requirements, improve practices or make more consistent decisions.

This is especially important in technical, regulated or trust-critical areas. Information security, privacy, business continuity, compliance, auditing, artificial intelligence, quality or operational resilience do not depend only on access to content. They depend on understanding, maturity, evidence and the ability to apply knowledge.

For this reason, the central question should not only be “what is included?”, but rather: what does this training make it possible to do better?

Good training helps transform information into understanding. It helps transform scattered knowledge into structured reasoning. It helps transform rules, standards or good practices into more conscious decisions.

Value does not lie only in what is delivered. It lies in what is developed: the clarity that remains, the judgement that is gained, the autonomy that increases and the ability to act with greater confidence once the training is over. This is where professional training stops being a formality and becomes a real investment in performance, trust and organisational maturity.


Author: Rita Neves – Behaviour
Copying or reproduction of this article is not permitted.
Before approving or cutting training, look at the risk of not training

In many organisations, training is analysed mainly as a cost. There are budgets, priorities, operational pressures and difficult decisions to make. But in critical areas, there is one question that is not always asked: what is the risk of not training?

In Best Practices areas, the absence of training can have an impact far beyond individual development. It can affect information security, privacy, business continuity, compliance, quality, auditing, service management, artificial intelligence or the ability to respond to legal and contractual requirements.

When a team does not understand what it needs to do, the risk is not only lack of knowledge. It is inconsistent decisions, incomplete evidence, poorly applied procedures, dependence on a small number of people, delayed responses and difficulty demonstrating due diligence.

This is why training decisions should not consider only price, duration or availability. They should also consider responsibility, exposure to risk, organisational impact and the consequences of keeping critical competencies undeveloped.

Before approving, postponing or cutting a training initiative, it may be useful to ask:

  • Which risk increases if this team is not prepared?
  • Is there a legal, regulatory, contractual or client requirement involved?
  • Does the organisation depend on too few people for this knowledge?
  • Could lack of training affect audits, incidents, evidence or continuity?
  • Is this a one-off need or part of a capability that must be developed?

These questions help Human Resources and training managers discuss priorities with greater clarity. They also help distinguish optional training from training that is critical to maturity, resilience and the organisation’s ability to respond.

Not all training has the same strategic weight. But in critical areas, not training is also a decision — and it may carry an organisational cost.


Author: Rita Neves – Behaviour
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Turning insights for HR and training managers into focused, evidence-based decisions

These insights for HR and training managers help clarify priorities, profiles and real needs.
To move forward, you can start team planning, request a proposal,
or return to the Companies and HR HUB to explore options and pathways.