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What is the best way to organize test plans for software testing?

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If you are a software tester, you know how important it is to have a well-organized test plan that covers all the aspects of your software quality assurance. A test plan is a document that describes the scope, objectives, strategy, resources, schedule, and risks of your testing activities. It helps you to align your testing efforts with the project requirements, communicate your testing approach to the stakeholders, and track your testing progress and results. But how do you create and maintain a test plan that is clear, comprehensive, and consistent? In this article, we will share some tips and best practices on how to organize test plans for software testing.

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Sivaprasad Kunjanpillai

Director @ The QE Hub l Quality Engineering Leader l
Fernando Teixeira

Lead QA Engineer at Verivox | Software Engineer in Test | SDET

1 Define your test plan structure

Organizing your test plan begins by defining its structure and format. There is no universal template for a test plan, as different projects may have different needs and expectations. However, there are some common elements to include, such as a test plan identifier, introduction, test items, test strategy, environment, resources, schedule, deliverables, risks, assumptions and dependencies, and criteria. You can use these elements as a guide to create your own structure and customize it based on your project's context. Alternatively, you can use a standard format or template like IEEE 829 to ensure consistency and completeness of your test plan.

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Fernando Teixeira

Lead QA Engineer at Verivox | Software Engineer in Test | SDET
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Your test plan should provide enough information about your testing process which you are going to follow to guarantee the quality of the application under test. It should cover points like, types of tests to be executed, environments, where and when the each test type will be executed, risks, etc.

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Sivaprasad Kunjanpillai

Director @ The QE Hub l Quality Engineering Leader l
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A traditional project test plan structure consists of below key elements that helps to develp a test plan. The larger transformation programmes should focus on creating independant test plans for the System Integration, End to End test phases to effectively drive the programme's testing 1. Document Control 2. Document References 3. Introduction 4. Objectives 5. Scope - Features to be Tested 6. Out of Scope 7. Test Types and Phases 8. Test Approach 9. Test Schedule 10. Deliverables 11. Quality Gate Criteria 12. Suspension and Resumption Criteria 13. Defect Management 14. RACI 15. Test Tools 16. Test Environment Requirements 17. Test Data Requirements 18. RAID (Risks, Assumptions, Issues, Dependencies) 19. Review and Sign off

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Maurício De Oliveira Junior

Test Automation Eng Specialist na Accenture
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We can use some tools for help us in this task. If we think in all process, we can centralize in a QA lead and use the follow tools: - Jira - Azure - Testlink - HP ALM -

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2 Document your test plan clearly and concisely

The second step to organize your test plan is to document it clearly and concisely. It should be easy to read, understand, and follow by anyone involved in or affected by the testing process. Additionally, it should be accurate, relevant, and up-to-date. To ensure this, you should use simple and precise language, avoiding jargon, acronyms, or ambiguous terms. Additionally, you should use headings, subheadings, bullet points, tables, charts, and diagrams to organize and present information. Furthermore, use consistent and meaningful naming conventions, formats, and styles for your test plan elements and deliverables. Cross-references, hyperlinks, and attachments can link your test plan to other related documents or sources. Finally, version control, change management, and review processes can track and maintain your test plan changes and updates. You can also use tools such as test management software to create, edit, store, and share your test plan electronically.

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Emily Kjos

Passionate, energetic, customer experiences & solutions leader
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It is easy to fall into using acronyms or team-specific shorthand, which can work for a time but makes it very difficult for new member, or cross-department, comprehension. It also makes it difficult for clients or external stakeholders to follow, and may necessitate cleanup partway through. There are a great number of tools and resources available to help write clear test cases, plans, and other documentation for your strategies. Having a TMS (test management system), project management (PM) platform, and/or other organization tools in your team's tech stack can make these much easier to log and search, and improve transparency and project tracking. Often you can find tools with great Freemium or low-cost tiers - don't be afraid to ask!

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3 Review and update your test plan regularly

The third step to organize your test plan is to review and update it regularly. A test plan is not a static document but rather a dynamic one that should be updated as the project changes. Thus, you should periodically assess your test plan to ensure it remains valid, relevant, and aligned with your objectives and requirements. Additionally, it is important to communicate any changes or updates to the relevant stakeholders, such as the project manager or the developers. To do this, you should define a review and update schedule with a set frequency and involve key stakeholders in the process. Furthermore, you should document reasons for changes and use a change log to record them, as well as notify affected stakeholders of any updates and explain how they impact the testing process or outcome. You can also use tools like test management software to automate the review and update process and generate notifications and reports. By following these tips and best practices, you can create and manage test plans that are comprehensive and consistent while supporting your software quality assurance goals.

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Fernando Teixeira

Lead QA Engineer at Verivox | Software Engineer in Test | SDET
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The test plan does not have to be a static document. It should be reviewed and updated according to changes and updates to the project. Then we have a better up-to-date overview and can ensure that we are heading in the right direction.

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4 Here’s what else to consider

This is a space to share examples, stories, or insights that don’t fit into any of the previous sections. What else would you like to add?

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Sivaprasad Kunjanpillai

Director @ The QE Hub l Quality Engineering Leader l
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The test plan documentation with the below key elements called out will enhance the efficiency of test delivery of a project or programme 1. A specific phase for Static Testing, along with definitions of the static testing approach for assessing requirements, and design. 2. Outline the test tools and frameworks intended for use in the project, calling out any dependencies on external teams. 3. Define the test data requirements and establish an approach for securing the appropriate test data for various test phases. 4. Detailed test environmental requirements for different test types or phases. Call out the internal and external system integrations that must be operational to achieve the tests.

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Fernando Teixeira

Lead QA Engineer at Verivox | Software Engineer in Test | SDET
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It is always interesting to get feedback and collect different points of view to formulate your test plan. The team members with different backgrounds can provide meaningful contributions to formulate a better test plan.

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What is the best way to organize test plans for software testing?

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4

1 Define your test plan structure

2 Document your test plan clearly and concisely

3 Review and update your test plan regularly

4 Here’s what else to consider

Quality Assurance

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What is the best way to organize test plans for software testing?

1

2

3

4

1 Define your test plan structure

2 Document your test plan clearly and concisely

3 Review and update your test plan regularly

4 Here’s what else to consider

Quality Assurance

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