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Plan Testing Activities

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A test plan is a document that answers the basic questions about your testing effort. It needs to be initiated during the requirements gathering phase of your project and should evolve into a roadmap for the testing phase. This is a non-trivial activity since without a solid test plan, testing activities tend to become ad-hoc, unscheduled single events and the only way to recognize when you are done testing is when you run out of time.
     
Test planning
  enables a more reliable estimate of the testing effort up front
  allows the project team time to consider ways to reduce the testing effort without being under time pressure
  helps remove misunderstandings between developers and end-users before the solution is developed
  creates a verifiable system component that will become part of the project documentation
  helps to identify problem areas and focuses the testing team's attention on the critical paths
  reduces the probability of implementing non-tested components
  is an integral part of a coherent requirements management process
 
         
 
 

When should you plan testing activities?

   
Testing accounts for 45 - 75% of the typical project effort. It is also one of the most commonly underestimated activities on a project. We recommend that you plan your testing activities as early in the project as feasible and be ready to recognize when you have to change your plan.  
 
 

Who should plan testing activities?

   
The responsibility for planning testing activities is different for unit, integration, and acceptance testing. You will need developers, managers, project leaders and end-users. If a quality assurance/testing group exists in your organization, involve them as early as they will allow you to.  
       

Test Plans

Test plans can exist on many different levels. You may have only one overall test plan for the whole project or divide the overall test plan further into test plans for unit testing, test plans for acceptance testing, test plans for integration testing, etc.

But no matter how many test plans your organization uses on a given project, each test plan should contain a set of activities which define strategic and scheduling components.


Test Plan Activities

Activity Description
Determine objectives of test This is the what and why of this test. What are you trying to achieve and why is it important to achieve it?
Determine testing techniques to be used What kind(s) of testing will be done (reviews, walk-throughs, walking data through code, computer execution)? This answers the 'how' of step 1.
Select appropriate test cases Decide which test cases should be included in this plan.
Maximize scheduling of test runs Arrange the test runs for greatest efficiency. This step will vary greatly according to the type of testing being done - in a system test. It may be predetermined.
Identify needed resources What kinds of resources do you need, how many and for how long? Customers, developers, operations?
Establish start and end dates Based on the current project schedule, the estimated testing effort and the availability of required resources, when should these tests start? When are they scheduled to be done?
Secure test environment Make sure everything (people, machines, time) you need is available when you plan to run the test.
Write up formal test plan Pull all information into a document that can be put into the project documentation and can be handed to someone else to finish the testing process if necessary.
Review test plan & obtain necessary approvals Review the plan with the appropriate people. You may need to repeat some of the above steps to obtain the approvals.

Test Plan Components

1. Strategic Components

 
Component Description
Test Plan Objective Short description of the test plan.
Business Risk Description of the risk to which the company will be exposed if the test objective cannot be achieved.
Test Strategy Definition of the planned approach to achieving the objective of the test.
Scope List of application components to be or not to be tested.
Testing Techniques Baseline testing, Parallel testing, etc.
Resource Requirements List of all resources (hardware, software, people, training, testing tools) including when and why (role) they are needed.
Required Completion Date The date by which testing has to be complete to avoid endangering the planned delivery date.
List of Related Documents with Location List of file names containing information pertinent to the test plan.
Problem Reporting Instructions How discrepancies will be recorded, reported and tracked.
Owner Name of current owner with effective date.


2. Scheduling Components

Component Description
Assumptions Critical assumptions which, if not met, will influence the effort, duration or dates.
Planned Begin of Testing Date that the test execution is expected to begin.
Planned End of Testing Estimated date of test completion.
Estimated Effort Amount of work required to execute the tests.
Expected Duration Amount of time required to execute the tests.
Actual Begin Date The date test execution is actually initiated.
Actual Completion Date The date the objectives for this test plan are achieved.
 

Risk Management: Prioritization by Severity of Error

This technique can be used to sequence test scenarios based on the potential impact on the business environment.
 
Plan your tests to start with possible category 4 errors, then category 3 errors, etc.
Cat
Error Examples
1.
System works, user dissatisfied

Aesthetically offending, no functional impact
Misleading or redundant, small impact on performance
Dehumanizing, unnatural sequences, system must be tricked

2.
System does not work correctly Refuses legitimate transactions
Loses track of transactions, accountability is lost
Transactions incorrectly processed
3.
System is inherently unreliable Frequent and arbitrary occurrences of above mentioned errors
Irrecoverable corruption of data base occurs, serious thought to shutting system down
System fails, shuts down itself
4.
System is out of control Corrupts other systems without failing itself; influence exceeds system scope
 
 
 

Training for the Novice Business System Analyst

   Testing Based on Business Risks    (BARE)
 Creating and Following Test Plans    (BARDTT)
 Initiating an Error Detection Process    (EUAT)
 Identifying Test Cases    (EUAT)
 Coordinating The Project    (SPM)
 Selecting a Solid Testing Strategy    (TBS)
 Proper Test Plans Prevent Poor Performance    (TBS)
 

Training for the Experienced Business System Analyst

   Methodologies and Acceleration    (JADFAC)
 Preparing for a JAD Session    (JADFAC)
 Selecting a Solid Testing Strategy    (TBS)
 Proper Test Plans Prevent Poor Performance    (TBS)
 

Training for the Expert Business System Analyst

   Creating Test Plans    (TV6)
 Establishing a Test Strategy    (TV6)
     
 

Under Time Pressure?

 
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Our eMentoring offer is a cost-effective alternative for small groups to learn these and other business system analysis techniques at their own workplace or for follow-up after a training seminar
 

JAD Sessions for Your Time-Critical Projects

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Engineer Business Processes
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Hathaway & Associates offers training, virtual and in-house services to support a wide range of activities within the system development life cycle all targeted exclusively to the Business Analyst, Requirements Engineer and the Subject Matter Expert.

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