Role-Based Programme
RB0208

Perplexity for Strategy & Business Management

Research, Analyse & Build Evidence-Based Strategic 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 market intelligence, competitive research, strategic planning, business analysis, risk assessment, and management decision support.
  • Apply advanced query-engineering techniques to produce current, source-backed, structured, and strategically relevant business intelligence.
  • Use Research Mode, web sources, business documents, reports, and approved organisational files to investigate complex strategic questions.
  • Build reusable Perplexity Projects for market research, competitor intelligence, strategic reviews, benchmarking, and decision-support workflows.
  • Apply source validation, assumption testing, confidentiality, evidence quality, and human judgement before converting AI-generated research into strategic decisions.

Tools covered

PerplexityAI-Powered SearchResearch ModeWeb SearchFile AnalysisFile UploadsProjectsProject Files & File Connectors

Who should attend

  • Strategy Managers
  • Business Strategy Professionals
  • Corporate Planning Professionals
  • Business Managers
  • Business Unit Leaders
  • Management Consultants
  • Business Analysts
  • Transformation Professionals
  • Corporate Development Professionals
  • Growth Strategy Professionals
  • Strategic Planning Professionals
  • Chief of Staff Professionals
  • Functional & Department Leaders
  • Senior Management Professionals

Prerequisites & Participant Readiness

  • Basic familiarity with business strategy, planning, or management activities
  • Understanding of markets, competitors, KPIs, business reports, or strategic initiatives
  • Basic web-research and business-information interpretation skills
  • Familiarity with spreadsheets, reports, and business documents 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 strategic activities where current external intelligence can strengthen management decisions
  • Differentiating source-backed findings from AI-generated assumptions and recommendations
  • Understanding outdated information, incomplete evidence, hallucinations, and research limitations
Practical activities
  • Mapping recurring strategy activities to suitable Perplexity-assisted research workflows

Scenarios

Market Expansion Decision

Growth Objective → Perplexity Research → Market & Industry Intelligence → Competitor Analysis → Market Attractiveness → Strategic Options → Scenario & Risk Analysis → Executive Recommendation

Participants use Perplexity to investigate a potential market-expansion opportunity, synthesise evidence across multiple sources, compare strategic options, challenge key assumptions, and create an evidence-backed recommendation for management review.

Quarterly Strategy & Business Intelligence Review

Strategic Priorities → Internal Business Files → External Market Research → Competitor Developments → Risks & Opportunities → Strategic Implications → Priority Actions → Executive Brief

Participants combine approved internal business information with current external intelligence to identify significant market changes, competitive developments, emerging risks, and opportunities for a quarterly strategy review.

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