Role-Based Programme
RB0190

Perplexity for Project & Program Management

Practical AI for Research, Planning & Project Intelligence

IMAGE REQUIRED
Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Project and Program Management research activities.
  • Apply structured querying techniques for project research, vendor intelligence, technology evaluation, risk investigation, and dependency analysis.
  • Use Perplexity to analyse project documents, reports, requirements, meeting information, and approved reference files alongside current external information.
  • Evaluate citations, source credibility, recency, and conflicting evidence before incorporating research findings into project decisions.
  • Build reusable project-research workflows using Projects while maintaining confidentiality, traceability, evidence quality, and human project-management judgement.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Project Managers
  • Program Managers
  • Project Coordinators
  • Program Coordinators
  • PMO Professionals
  • Delivery Managers
  • Implementation Managers
  • Transformation Program Professionals
  • Project Leads
  • Business Analysts
  • Scrum Masters & Agile Delivery Professionals
  • Portfolio Management Professionals
  • Technology Project Managers
  • Project & Program Management Team Leaders

Prerequisites & Participant Readiness

  • Basic understanding of Project or Program Management activities
  • Familiarity with project plans, milestones, risks, issues, dependencies, meetings, or status reporting
  • Basic document and spreadsheet-handling knowledge is helpful
  • Basic computer and internet proficiency
  • No programming knowledge required
  • No previous Perplexity experience required
  • Participants should use anonymised or organisation-approved project information during practical exercises
  • External research findings must be validated before being used for commitments, schedules, budgets, vendor selection, or major project decisions

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the difference between general web search and source-backed project research
  • Identifying applications across planning, risk research, vendor analysis, technology evaluation, and project intelligence
  • Understanding citations, source credibility, recency, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common project-management questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample project-related answer
  • Identifying project activities where current external research can improve decision preparation

Scenarios

Technology Requirement to Project Recommendation

Project Requirement → Perplexity Search / Research → Technology & Vendor Evidence → Option Comparison → Dependencies & Risks → Project Recommendation

Participants investigate a technology requirement using current source-backed information and convert validated findings into a structured option-comparison and recommendation for stakeholder review.

Project Risk to Management Action

Project Concern → Perplexity Research → External Evidence → Risk & Dependency Analysis → RAID Input → Management Questions → Action Recommendation

Participants investigate an emerging project risk, validate evidence across multiple sources, and translate the findings into practical RAID inputs and management-review questions.

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