Role-Based Programme
RB0217

Perplexity for Senior Leadership

AI-Powered Executive Research & Strategic Intelligence

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

Programme Objectives

  • Understand how Perplexity can support senior leaders with executive research, strategic intelligence, decision preparation, and business-environment monitoring.
  • Explore effective query techniques for researching markets, competitors, industries, technologies, regulations, and strategic developments.
  • Apply Perplexity to discover, compare, synthesise, and verify information from multiple credible sources.
  • Experience how external research and internal business documents can be combined into concise executive insights.
  • Recognise source quality, recency, bias, confidentiality, assumptions, and executive accountability when using AI-assisted research.

Tools covered

Perplexity SearchPro SearchSources & CitationsFile UploadsResearch Mode OverviewExecutive & Market Research

Who should attend

  • Chief Executive Officers
  • Managing Directors
  • CXOs & Executive Leadership Team Members
  • Business Unit Heads
  • Functional Heads
  • Senior Vice Presidents
  • Vice Presidents
  • Directors
  • General Managers
  • Strategy & Transformation Leaders
  • Chief of Staff Professionals
  • Senior Management Professionals
  • Enterprise & Business Leaders

Prerequisites & Participant Readiness

  • Experience in business leadership, management, or functional decision-making
  • Familiarity with strategic discussions, management reports, or business reviews 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 Executive Question → Search → Sources → Synthesis → Verification workflow
  • Identifying applications across strategic intelligence, market research, competitor monitoring, and decision preparation
  • Understanding the difference between verified evidence and AI-generated interpretation
Practical activities
  • Exploring Perplexity through common executive and leadership research questions
  • Comparing traditional executive research with a Perplexity-assisted approach

Scenarios

Strategic Business Question to Executive Intelligence Brief

Strategic Question → Multi-Source Research → Market & Competitor Intelligence → Key Evidence → Risks & Opportunities → Strategic Implications → Executive Brief

Participants use Perplexity to investigate a strategic business question, validate information across credible sources, and prepare a concise intelligence brief for leadership discussion.

Leadership Decision to Evidence-Backed Options

Business Decision → Research Criteria → External Evidence → Alternative Options → Risks & Trade-Offs → Critical Assumptions → Leadership Decision Brief

Participants use Perplexity to research the evidence surrounding a significant business decision, compare alternatives, and organise the findings into an executive-ready decision brief while retaining final accountability with the leadership team.

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