Testland
testland/qaInstall

exploratory-charter-author

Authoring workflow that turns a feature spec, risk area, or bug cluster into a session-based exploratory testing charter per Jonathan and James Bach's SBTM - frames the one-sentence mission, scopes 3-7 areas, picks a 60 / 90 / 120 min time-box, suggests tours, and wires the PROOF debrief deliverables. Per Bach, exploratory testing is "performing tests while learning things that may influence the testing" - the charter sets the mission while leaving exact steps to the tester's judgment. Use when a feature has too many unknowns to script (new feature / refactor blast-radius / bug cluster) and a session-based exploration is the right approach. Authors the charter only: the ready-to-fill charter card, session vocabulary, debrief template, and session review live in the exploratory-testing skill this workflow composes with.

/plugin install qa-manual-testing@testland-qa
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Skill
Category
Tooling
Version
v1.10.7

Overview

A charter is the structured-but-open frame of an SBTM session: it tells the tester what to learn, not what to click. This skill is the authoring workflow - from a raw input (spec, diff, incident) to a filled charter card. The card format itself, the session vocabulary, and the time-box rationale are owned by exploratory-testing; the ready-to-fill card is its charter-template reference. This workflow fills that template - it does not redefine it.

Input: a feature spec / story, a diff / changeset, a bug cluster / incident postmortem, or a backlog item labeled "needs exploration." Output: a charter card the tester executes and reports against.

Step 1 - Frame the mission

The mission is the load-bearing field - one sentence telling the tester what to learn. Three patterns:

PatternExample mission
New feature"Explore the new promo-code apply flow at checkout to discover usability issues, edge cases, and integration risks."
Refactor / change risk"Explore cart and checkout after the cart-state refactor to find regressions in state persistence."
Bug cluster / risk area"Explore the Stripe webhook handler with focus on retry / out-of-order delivery after the webhook-replay incident."

A mission is not "test the checkout page" (too vague) or "verify promo codes apply" (too narrow - that's a scripted test).

Step 2 - Scope areas, pick the time-box, suggest tours

Areas (3-7 per 90-min session) scope the exploration; they are what to look at, not what to assert. Derive them from the input: spec sections, diff blast-radius, or the bug cluster's common surface.

Time-box lengths (60 / 90 / 120 min) and their rationale: exploratory-testing.

Suggested tours, and how many to pick per session: the tours reference in exploratory-testing. The charter suggests; the tester picks. For the Bad-data tour, point the tester at malicious-payload-bank.

Step 3 - Wire the deliverables (PROOF debrief)

Sessions deliver a structured PROOF debrief into the exploratory-testing debrief template (its debrief reference); the debrief fields and the session-sheet structure are owned by that skill. The charter's deliverables block names three things:

  • PROOF debrief at session end.
  • Defects in BUG-* format via bug-repro-builder.
  • Coverage notes: which areas had time, which didn't.

Step 4 - Fill the charter card

Assemble mission (Step 1), areas + time-box + suggested tours (Step 2), and deliverables (Step 3) into the card format from the exploratory-testing charter-template reference, adding the source artifact ("Created from: story / diff / incident"), the target build / SHA, and an explicit out-of-scope list (performance / load → k6-load-testing; a11y → qa-accessibility; cross-browser → qa-web-e2e).

Halt rules

Do not emit a charter that violates any of these:

  • No mission. "Explore X" is not a mission; it's a target. The mission must say what to learn.
  • Multiple missions in one charter. Each charter has one mission; multi-mission sessions get split.
  • Time-box over 120 minutes. Longer sessions diminish; split into multiple charters.
  • Re-exploring last session's area without its PROOF debrief. Duplicate exploration is a smell; review the previous debrief first.

Hand-off targets

  • Scripted steps rather than a charter → manual-test-script-author.
  • Post-session debrief → the exploratory-testing debrief reference.
  • Defects found during the session → bug-repro-builder.

References

  • Bach J. + Bach J., "Session-Based Test Management" - charter, session, debrief vocabulary: https://www.satisfice.com/exploratory-testing
  • exploratory-testing - owns the charter card template, tour catalog, session sheet, and PROOF debrief this workflow fills.