Framework

How do I run a successful Session 0?

A good Session 0 aligns the group on what kind of game they're actually playing, sets boundaries and expectations before anyone's invested in a bad assumption, and gives the characters concrete reasons to be in a party together. It isn't paperwork; done well, it produces the campaign's first real material: the premise, the party's connections, and the first hook, rather than a form everyone fills in and forgets.

What Session 0 is actually for

Most Session 0 failures come from treating it as a formality to get through before the 'real' game starts. That framing guarantees it produces nothing: a checklist ticked, nothing decided. A Session 0 that works produces decisions the table will actually use: what this campaign is about, what everyone signed up for, and why these particular characters are standing in the same room.

The three jobs it does, in order of how often they get skipped: align expectations (so nobody discovers three sessions in that they wanted a different game), set boundaries (so nobody discovers mid-scene that a topic wasn't okay), and connect the party (so 'we all meet in a tavern' isn't the best reason anyone has for adventuring together).

Eight things worth covering

Not a script to read verbatim: a coverage list, the same way session prep is measured by coverage rather than hours.

Premise and tone What the campaign is actually about, and how dark, silly, political or pulpy it's meant to feel. Say it plainly rather than letting the first session reveal it.
The kind of play the group wants Combat-heavy or exploration-heavy, tightly plotted or sandbox, one long arc or episodic: mismatched expectations here are the single most common source of a campaign quietly dying.
Character concepts and party connections Build characters in the same room, or at least cross-reference them before session one. A party with real, specific reasons to travel together plays differently from four strangers.
Table expectations and scheduling Frequency, session length, what happens when someone misses a session, how decisions get made when the group disagrees.
House rules and rules assumptions Whichever system-specific calls the GM is already planning to make (optional rules in or out, how strict the resource tracking will be), said once, up front.
Boundaries and agreed safety practices What's off the table, and how anyone flags a problem once play is underway. The mechanism matters less than that one exists and everyone knows it.
Character knowledge and campaign truths What the characters already know about the world and each other, versus what's a secret from them (but not necessarily from the players).
Starting situation and first hook Where session one actually begins, and what gets the party moving in the same direction on the first night.

Boundaries without turning it into policy

The goal is specific and non-negotiable: everyone at the table has clear boundaries and a way to say so, and that mechanism doesn't depend on anyone making a scene to use it. How you get there is genuinely a table-by-table choice, not a universal standard.

Commonly used approaches include lines and veils (some topics are off-limits entirely, others can be referenced but not shown in detail), an X-card or similar signal anyone can raise without explanation, and simply an open, standing invitation to flag discomfort privately after a session. Pick one that fits how your table actually communicates rather than adopting whichever is most talked-about online: the point is that it gets used, not that it's the 'correct' one.

Example

What a Session 0's output can look like

For a heist-flavoured city campaign, written down at the end of the session rather than left in people's heads.

Premise/tone: Low-magic city intrigue, morally grey, comedic banter allowed but consequences are real.
Party connection: All four characters owe a debt to the same fixer, who's calling it in.
Boundaries: No on-screen harm to children; anyone can say 'pause' with no explanation required.
Campaign truth (players know): The city is run by three guilds in an uneasy truce.
Campaign truth (GM-only): The truce is already broken; the party's first job is the spark.
First hook: The fixer summons the party to collect on the debt: one night, one job, no questions.

A practical Session 0 agenda

Roughly in this order, for a two-to-three hour session.

State the premise and tone in a few plain sentences before anyone builds a character.
Ask what kind of play everyone wants, and reconcile any mismatches now, not in session six.
Build or cross-reference characters together, with at least one concrete connection per pair.
Agree the boundary-flagging mechanism and confirm everyone actually knows how to use it.
Walk through house rules and any assumptions specific to this table.
Write down what the characters know, what's secret from them, and what's secret from the players too.
Land on where session one starts and what gets the party moving together.

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Systems built for this

Fate Core
Character creation runs through three phases, and in the second and third each player writes their character into another character's story as a guest star, so the party reaches session one with shared history already written into their aspects.
Beyond the Wall and Other Adventures
Each playbook generates its character through rolls on shared-history tables, then the group builds their home village together from those results, so the setting and the party's ties come out of the same setup procedure.
Kids on Bikes
Setup begins with the group building their town together, then ties every character to that town and to each other through relationship questions, making the shared location part of character creation instead of backdrop.

How Codex Cryptica handles this

Everything a good Session 0 produces is exactly the material a vault is built to hold: campaign truths as labelled notes, characters as entities from the start, the party's connections as links between them, and starting factions or locations as their own entities rather than a line in someone's Session 0 notes that nobody looks at again.

The player-known/GM-only split maps onto labels rather than a separate document: a campaign truth can be marked hidden until it's meant to be revealed, so the secret and its eventual reveal live in the same place instead of two. None of this replaces the conversation itself; it just means the decisions from it don't disappear into a one-off document once the session ends.

See the campaign manager