Role-Based Programme
RB0218

Perplexity for Senior Leadership

Practical AI for Executive Intelligence, Strategic Research & Decision Support

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Duration
8 Hours
Level
Basic
Delivery
Instructor-Led
Format
Workshop

Programme Objectives

  • Build foundational proficiency in using Perplexity for executive research, strategic intelligence, and leadership decision preparation.
  • Apply structured querying techniques for market intelligence, competitor research, business developments, strategic opportunities, and risk analysis.
  • Use Perplexity to investigate industries, organisations, technologies, regulations, and economic developments using current source-backed information.
  • Combine approved internal business documents with external evidence to strengthen leadership reviews and strategic discussions.
  • Build reusable executive-research workflows using Projects while maintaining confidentiality, source validation, critical thinking, and human decision ownership.

Tools covered

Perplexity SearchDeep ResearchSource CitationsFile AnalysisProjectsWeb Research & Information Synthesis

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
  • Country & Regional Leaders
  • Strategy & Transformation Leaders
  • Senior Operations Leaders
  • Chief of Staff Professionals
  • Corporate Development Leaders
  • Portfolio & Strategic Initiative Leaders
  • Department Heads
  • Senior People Managers

Prerequisites & Participant Readiness

  • Experience in leadership, management, strategy, or business decision-making
  • Familiarity with strategic initiatives, management reports, market information, or business 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 business information during practical exercises
  • Strategic, financial, legal, people, investment, and other high-impact decisions must remain under accountable human leadership

TOC Modules

Concepts
  • Understanding Perplexity as an AI-powered search and research platform for executive work
  • Understanding the difference between general AI responses and source-backed executive intelligence
  • Identifying leadership applications across strategy, markets, competitors, risks, technology, and business developments
  • Understanding citations, source credibility, recency, bias, confidentiality, and verification requirements
Practical activities
  • Exploring Perplexity through common executive research questions
  • Comparing traditional web search with structured Perplexity research
  • Reviewing evidence and citations behind a sample leadership brief
  • Identifying executive activities where current external intelligence adds value

Scenarios

Strategic Development to Executive Decision Brief

Strategic Question → Perplexity Search / Deep Research → Market & Competitive Evidence → Opportunities & Threats → Scenarios → Risks & Trade-Offs → Executive Brief

Participants investigate a significant strategic issue using current multi-source evidence and transform validated findings into concise decision-support material for executive leadership.

Business Performance to Leadership Action

Internal Business Report → File Analysis → Performance Signals → Perplexity Research → Market & Industry Context → Risks & Opportunities → Leadership Questions → Priority Actions

Participants combine approved internal performance information with current external intelligence to identify the developments requiring leadership attention and prepare focused questions and actions for management review.

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