Role-Based Programme
RB0191

Perplexity for Project & Program Management

Research, Analyse & Build Evidence-Based Project Workflows

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Duration
16 Hours
Level
Intermediate
Delivery
Instructor-Led
Format
Capability Training

Programme Objectives

  • Develop functional proficiency in applying Perplexity across project research, planning support, risk intelligence, vendor evaluation, benchmarking, and program decision support.
  • Apply advanced query-engineering techniques to produce focused, current, source-backed, and project-relevant findings.
  • Use Research Mode, web sources, project documents, and approved organisational files to investigate complex project questions and external dependencies.
  • Build reusable Perplexity Projects for project intelligence, research, risk reviews, vendor analysis, and management reporting.
  • Apply source validation, confidentiality, evidence quality, assumption testing, and human judgement before using AI-generated research in project decisions.

Tools covered

PerplexityPro SearchResearch ModeWeb SearchFile UploadsProjectsProject Files & Connected Tools

Who should attend

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

Prerequisites & Participant Readiness

  • Basic familiarity with project or program-management activities
  • Understanding of scope, milestones, risks, dependencies, stakeholders, and project reporting
  • Basic web-research and business-information interpretation skills
  • Familiarity with project documents and spreadsheets is helpful
  • Basic understanding of Generative AI is beneficial but not mandatory
  • Completion of a shorter Perplexity programme is not required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search, research, and evidence-synthesis platform
  • Identifying project activities where current external intelligence can improve planning and decisions
  • Differentiating source-backed findings from AI-generated assumptions or recommendations
  • Understanding outdated information, incomplete evidence, hallucinations, and research limitations
Practical activities
  • Mapping project-management activities to suitable Perplexity-assisted research workflows

Scenarios

Technology Implementation Decision

Business Requirement → Perplexity Research → Technology Options → Vendor Intelligence → Implementation Evidence → Risk & Dependency Analysis → Option Comparison → Project Recommendation

Participants use Perplexity to investigate a technology implementation requirement, compare available approaches and vendors, identify evidence-backed risks and dependencies, and produce a decision-ready project brief.

Program Risk & Executive Decision Review

Multiple Project Updates → Project Files → External Risk Research → Cross-Project Dependencies → Evidence Validation → Priority Risks → Management Actions → Executive Brief

Participants combine project information with current external intelligence to identify significant program-level risks and dependencies and prepare a source-backed executive briefing highlighting decisions and actions required.

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