Exploratory testing & charters
Exploratory testing is an approach where test design, execution and learning happen simultaneously. The tester doesn't execute pre-written steps; they learn the system and choose the next step from what they just observed.
The most common misconception: exploratory testing = unplanned clicking around (ad-hoc). The difference:
- Ad-hoc testing — aimless, undocumented, not repeatable
- Exploratory testing — purposeful (there is a charter), time-boxed (a session), noted and reported
Session-Based Test Management (SBTM) provides that structure: each session has a charter (mission), a 60-90 minute time-box, notes and a short debrief.
| Criterion | Scripted testing (pre-written cases) | Exploratory testing |
|---|---|---|
| When it is better | Requirements are precise, repeatability and audit are needed, regression | Few requirements, a brand-new feature, little time, you need to learn the system |
| Ability to find unexpected bugs | Low — it only checks what was written | High — the tester's experience and intuition come into play |
| Repeatability | High — anyone executes the same steps | Low — depends on notes (which is why notes matter) |
| Preparation time | Long — writing cases takes time | Short — a charter takes minutes to write |
| Dependence on the tester | Low | High — the outcome is directly tied to the tester's skill |
The tour technique gives an exploratory session direction — ready-made "routes". If you're staring at a blank screen unsure where to start, pick a tour:
- Money tour — follow every path money moves along (payment, discount, refund)
- Landmark tour — mark the main features and walk between them in random order
- Back alley tour — go to the least used, forgotten features
- Saboteur tour — deliberately try to break it: cut the network, close the browser, back button, double clicks
- Supermodel tour — look only at appearance: layout, text overflow, responsive behaviour
- FedEx tour — follow one piece of data from entry all the way to a report
Taking notes is what makes exploratory professional. A simple format: what I did / what I saw / what looked suspicious / what question came up.
In an interview, answering "do you do exploratory testing?" with "yes, I click around the system" is weak. A strong answer shows the process: I write a charter → 60-90 minute time-box → take notes → share findings in a debrief → turn the valuable ones into test cases. That last step matters most: a bug found exploratively should come back into the regression suite as a new case, or it can slip through again next time.