Strategic Planning Guide
Your guide to using Perplexity for planning.
Key Things Covered
Set up for success
Connect your work files and create a dedicated planning Space to keep all your research, notes, and context organized in one place.
Review and research
Analyze previous wins and misses, research the competitive landscape, and gather market intelligence with cited sources you can trust.
Build your plan
Create OKRs, map initiatives to goals, identify staffing needs, and build comprehensive budget models with scenario planning.
Get buy-in
Package your plan into executive summaries, stakeholder presentations, and targeted communications to secure leadership sign-off.
Summary
Planning never stops. If you’re not building your annual plan, you’re mapping out Q2 priorities or figuring out resourcing for a product launch.
You want a complete view of what's happening across your organization. But you also need the latest insights into the market and into your competitors.
Perplexity can help you get your plan done. It works like your Chief of Staff: summarizing files, drafting plans, analyzing org charts, and creating budget models in seconds. With Enterprise plans, you can now conduct High-Precision Search on thousands of synced files from tools like Google Drive, Notion, Teams, Jira, and more.
This practical guide walks you through each stage of planning, from retrospectives and market research to goal-setting, budgeting, and stakeholder communication. You'll get a guide of prompts so you can focus on strategy, not grunt work.
