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About the Prepare Phase

The Prepare phase starts with a project kick off meeting, where the team understands the vision, desired outcomes and plan. From here the team will work to further understand the Microjourneys™ that form the initial MLP. If you have not already undertaken a Design Sprint during Discover, this is the time to do it or, for smaller problem spaces, run shorter ideation sessions to innovate new experiences for end customers. During Prepare you will use Pega’s configuration tools e.g. App Studio or Next Best Action Designer to capture or refine your Microjourneys. You will use the Directly Capture Objectives (DCO) discipline to capture outcomes and user stories directly into Pega. You will form a prioritized backlog, and create two sprints worth of user stories in preparation for Sprint 1.

Prepare is a highly collaborative exercise which caters for all project sizes; it can last as little as a few days to three weeks for larger projects. A consistent success factor is having strong and dedicated business representation throughout Prepare and Build.

Delivery Tasks

Activities to do during Prepare

• Kick off the project

• Confirm the design

• Validate the overall plan and sizing

• Create your backlog & ready user stories (using DCO)

• Establish Governance

• Execute an enablement plan

Read more about how to bring the entire project team together and align on project scope, governance and plan.

Other Pega Express™ Delivery Phases


Describes how to understand your desired business outcomes, prioritize which Microjourney(s)™ to deliver first, and get ready for a project to start.


Describes how to iteratively build & test a Pega application, refining more user stories during each sprint.


Describes preparing the business, going live, measuring outcomes and planning your next MLP.

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