Definition of the constraints of a test session is critical to its success. Although part of the appeal of the exploratory approach is the freedom to roam and test as the will goes, it is also important to set some guidelines to maximize efficiency and ensure the correct areas are looked at. This will mean pre-defining features, functions, specific processes e.t.c to align expectations.
Define how much time each session participant shall spend for the test session. This will ensure focus on what is needed whilst still allowing a more playful approach. Additionally, this will ensure that the participants can plan time, and remain uninterrupted by other people whilst the effort is ongoing.
Include a wide range of resources with different backgrounds, knowledge and roles, examples of this can be found in the who section above. This should include end-users but also any stakeholders for the software including those external to your own organization. Sometimes it can be beneficial to invite people to participate who haven’t been involved in the project at all to get an outside perspective and different view point.
A definition of the approach to feedback, issues or any other type, is required. What format will be used to collate test reports, is there any need for proof of testing for auditing or defect reproductions? How will the information be centralized and shared for collaboration with other interested parties from the team.