Role-Based Programme
RB0206

Perplexity for Strategy & Business Management

AI-Powered Research & Strategic Intelligence

IMAGE REQUIRED
Duration
4 Hours
Level
Awareness
Delivery
Instructor-Led
Format
Awareness Session

Programme Objectives

  • Understand how Perplexity can support strategy and business-management teams with research, intelligence gathering, analysis, and decision preparation.
  • Explore effective query techniques for market research, competitor intelligence, industry trends, business benchmarking, and strategic questions.
  • Apply Perplexity to discover, compare, synthesise, and verify business information from multiple credible sources.
  • Experience how external research and uploaded business documents can be combined into structured strategic insights.
  • Recognise source quality, recency, bias, assumptions, confidentiality, and human-judgement requirements when using AI-assisted strategic research.

Tools covered

Perplexity SearchPro SearchSources & CitationsFile UploadsResearch Mode OverviewBusiness & Market Web Research

Who should attend

  • Strategy Managers
  • Corporate Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Business Analysts
  • Transformation Managers
  • Business Excellence Professionals
  • Management Consultants
  • Business Unit Managers
  • Chief of Staff Professionals
  • Strategic Planning Professionals
  • Competitive Intelligence Professionals
  • Senior Managers
  • Functional Leaders

Prerequisites & Participant Readiness

  • Basic understanding of business strategy, planning, or management activities
  • Familiarity with market research, business reports, or management analysis is helpful
  • Basic internet research skills
  • No AI or programming knowledge required
  • No previous Perplexity experience required

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform
  • Understanding the Business Question → Search → Sources → Synthesis → Verification workflow
  • Identifying applications across market intelligence, competitor research, business trends, and strategic planning
  • Understanding the difference between source-backed evidence and AI-generated interpretation
Practical activities
  • Exploring Perplexity through common Strategy and Business Management questions
  • Comparing traditional business research with a Perplexity-assisted approach

Scenarios

Market Opportunity to Strategic Recommendation

Business Opportunity → Market Research → Industry Trends → Competitor Intelligence → Opportunities & Risks → Strategic Options → Management Recommendation

Participants use Perplexity to investigate a potential market or business opportunity, validate information across multiple sources, and organise findings into a concise strategic recommendation for management review.

Strategic Question to Executive Intelligence Brief

Business Question → Multi-Source Research → Key Evidence → Competitor / Market Context → Risks & Assumptions → Decision Considerations → Executive Brief

Participants use Perplexity to transform a broad strategic question into a structured, source-backed intelligence brief that helps management evaluate options without treating AI-generated conclusions as final decisions.

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