Role-Based Programme
RB0207

Perplexity for Strategy & Business Management

Practical AI for Market Intelligence, Strategic Research & Decision Support

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

Programme Objectives

  • Build foundational proficiency in using Perplexity for practical Strategy and Business Management research activities.
  • Apply structured querying techniques for market research, competitive intelligence, strategic analysis, business planning, and decision preparation.
  • Use Perplexity to investigate industries, markets, competitors, technologies, regulations, and business developments using current source-backed information.
  • Analyse approved business reports, strategy documents, research papers, and performance information alongside external evidence.
  • Build reusable strategic-research workflows using Projects while maintaining source validation, confidentiality, critical thinking, and human decision ownership.

Tools covered

Perplexity SearchPro SearchResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

Who should attend

  • Corporate Strategy Professionals
  • Business Strategy Professionals
  • Business Managers
  • Business Planning Professionals
  • Strategy Analysts
  • Business Analysts
  • Corporate Development Professionals
  • Management Consultants
  • Transformation Professionals
  • Growth & Expansion Professionals
  • Business Unit Managers
  • PMO & Strategic Initiative Professionals
  • General Managers
  • Functional Leaders Involved in Strategic Planning

Prerequisites & Participant Readiness

  • Basic understanding of business strategy, planning, or management activities
  • Familiarity with market information, business reports, competitor analysis, or performance reviews
  • 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 strategic and commercial information during practical exercises
  • AI-generated strategic findings and recommendations must be validated before business decisions are made

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for strategic work
  • Understanding the difference between general AI responses and source-backed business intelligence
  • Identifying applications across market research, competitive intelligence, planning, benchmarking, and decision support
  • Understanding citations, source credibility, recency, bias, and verification requirements
Practical activities
  • Exploring Perplexity through common strategy and management questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing citations behind a sample strategic answer
  • Identifying strategic activities where current external evidence can improve decision preparation

Scenarios

Market Opportunity to Strategic Recommendation

Business Question → Perplexity Search / Research → Market Intelligence → Competitor Analysis → Strategic Opportunities → Scenarios & Risks → Recommendation Brief

Participants investigate a potential market or business opportunity using current source-backed information and convert validated findings into a structured recommendation for management review.

Business Development to Executive Decision Brief

Strategic Development → Perplexity Research → Industry & Competitive Evidence → Business Implications → Options & Trade-Offs → Key Risks → Executive Brief

Participants research a major business development, compare evidence across credible sources, and convert findings into concise decision-support material for leadership.

Related programmes

Continue with programmes from the same capability area.

Take the next step

Ready to make this programme work for your team?

Customise modules, duration and business scenarios for your team.

Instructor-ledVirtualHybrid

Designed around your roles, tools and real workflows.