Comprehensive Guide to Test Planning in Test Management Process

 
Chapter 4:
Test Management
 
Test Planning
Test Management
Test Process
Test  Reporting
 
 
Test Planning
 
Test Plan:
It is a document that describes the scope , approach
,resource and schedule required for conducting test
activities.
Following are the activities done as part of test planning
1.
Preparing a Test 
Plan
2.
Scope
 Management
3.
Deciding a Test 
approach
4.
Setting up 
criteria
 for testing
5.
Identifying 
Responsibilities
6.
Staffing and Training 
needs
7.
Resources 
requirement
8.
Test 
Deliverables
9.
Testing 
task
 
 
1.Preparation of Test Plan
 
 
2.Scope
 Management
 
3.Deciding a Test 
approach
 
4.Setting up 
criteria
 for testing
 
5.Identifying 
Responsibilities
 
Specify no of testing staff and role
Identify people who will responsible for
acceptance testing
Identify test team for test environment such as
developers ,tester ,Operational staff ,testing
services etc..
 
6.Staffing and Training 
needs
 
These needs communicate resource requirement and
get approval of resources.
 
7.Resources 
requirement
 
8.Test 
Deliverables:
Test deliverable is any document /Script/Data related to testing which is
handover to Client/Stakeholder during or at the end of testing phase.
Following are different types of deliverables that are generated at every phase of
SDLC:
 
 
9.Testing 
task
 
 
Uses work break down structure i.e. first various task
are identified and then identify dependency among
them.
Identify skills for testing
Determine size estimation for testing:
LOC (Line of Code) or FP (Function Points)
Determine effort estimation for people:
Days/months/years
 
 
 
Test Management
 
It refers to the activity of managing the S/W testing
process
Test management allows different teams to plan ,
develop , execute and access all testing activities.
1.
Standards:
1.Internal Standards:
2. External standards: 
Customer,National,International
2.
Test Infrastructure Management
3.
Test People/Team Management
 
1.Standards
It controls the activities under testing
 
2.Test Infrastructure Management
 
More stability , Continuity and reliability is provided to automation testing
by providing stronger infrastructure .
It is used for supporting automated and manual s/w testing
Testing infrastructure includes
:
1.
Test plan document
2.
Test Cases (Planned and Designed)
3.
Test environment (back end and front end)
4.
Defect tracking database
5.
Version control System
6.
Requirement tracing tools
7.
Test Labs
 
 
3.Test People Management
 
Test team is formed with people with various skill and experience level.
So to maximize quality their is need to mange a peoples which can be done
by test lead.
Responsibilities of test lead:
1.
Identify how the test team will formed.
2.
Identify scope of testing.
3.
Put out the test plan
4.
Check what skills required for available resources.
5.
Identify tools for test reporting , test management , test automation etc
6.
Provide training for team
7.
Create healthy environment for all resources to gain maximum
throughput
.
 
 
Test team management activities:
 
1.
Initiate test planning activities
2.
Encourage the team to conduct review meetings
3.
Monitor test progress
4.
Check available resources and reallocate them as required
5.
Check for any delays in schedule
6.
Discuss and resolve issues of testers
7.
Prepare plan to resolve risk
8.
Initiate timely status to the stakeholders and management.
9.
Bridges gap between the testing team and the
management.
 
 
 
3.Test Process
 
Testing is not a single activity instead it’s a set
of number of processes.
It includes following activities:
1.
Base Lining a Test Plan
2.
Test Case Specification
3.
Update of Traceability Matrix
 
1.Base Lining a Test Plan
 
It is one of the type of 
non-functional testing
.
It refers to the validation of documents and specifications on which test cases
would be designed.
The requirement specification validation is baseline testing.
Generally a baseline is defined as a line that forms the base for any
construction or for measurement, comparisons or calculations.
It is developed by competent people and  and given to higher authorities for
approval . If accepted then followed for further all activities
If changes are needed then first it is made into test plan and again approval is
needed.
 A majority of the issues are solved through baseline testing.
 
2.Test Case Specification
 
Test case specification has to be done separately for each unit.
 
 Based on the approach specified in the test plan first
determine the feature to be tested for each unit.
 
Based on these the test cases are specified for testing unit.
 
Success of product is depending  quality of test cases through
which it was passed.
 
3.Update of Traceability Matrix
 
It act as tool that validate whether every requirement is
tested or not
Every test case should  associated with requirement and
every requirement has one or more associated test cases.
RTM(Requirement Traceability matrix) is created in
requirement gathering phase by putting unique id to each
one.
When a test case is finished corresponding requirement
which is being tested is updated with test specification
identifier.
By doing this two way connection between test case and
requirement is established.
 
Testability matrix helps in:
Ensuring 100% test coverage
Showing requirement/document inconsistencies
Displaying the overall defect/execution status with
focus on business requirements.
Template for 
RTM(Requirement Traceability
matrix) :
 
4.Executing Test Cases
 
Proper execution of test cases is essential which will minimize the work
and reduce the time to release s/w product.
Test execution task:
1.
Follow the test procedures to execute test cases.
2.
Do the confirmation testing for the failed test cases.
3.
Log the result for test execution.
4.
Compare actual and expected results. In case of difference defect
occurrence is reported.
5.
Update defect database which is used to communicate between developer
and tester team.
6.
So the execution of test cases will decide the suspension or resumption of
further test cases.
 
 
Software Test Metrics is used in decision
making.
The test metrics is derived from raw test
data.
Because what cannot be measured cannot
be managed.
 Hence Test Metrics is used in test
management.
It helps in showing the progress of testing.
 
 
 
Software Test Metrics
 
Provide status visibility.
Form a basis for decision making.
Set realistic expectations.
Focus people’s activities.
Supports process improvement.
 
 
 
Benefits of Metrics
 
Requirements Volatility
Review Efficiency
Productivity in Test Execution
Defect Rejection Ratio
Defect Fix Rejection Ratio
Delivered Defect Density
Outstanding defect ratio
 
Some of the Software Test
Metrics are as below
 
 
Formula =
 {(No. of requirements added + No. of
requirements deleted + No. of requirements
modified) / No. of initial approved requirements}
* 100
Unit Of measure =
Percentage
 
Requirements Volatility:
 
Collecting and Analyzing text
Collecting and Analyzing text
Metrics
Metrics
 
Components -
 No. of Critical, Major & Minor review
defects
  - 
 
Effort spent on review in hours
- 
 
Weightage Factors for defects:
    
  
Critical = 1; Major = 0.4; Minor = 0.1
Formula =
 
 (No. of weighted review defects/ Effort spent on reviews)
Unit Of measure =
 Defects per person hour
 
Review Efficiency
 
Formula =
 (No. of test cases executed / Time spent in
test execution)
 
Unit Of measure =
Test Cases per person per day
 
Productivity in Test Execution
 
Formula =
(No. of defects rejected / Total no. of defects
raised) * 100
 
Unit of Measure =
Percentage
 
Defect Rejection Ratio
 
Formula =
(No. of defect fixes rejected / No. of defects fixed)
* 100
 
Unit of Measure =
Percentage
 
Defect Fix Rejection Ratio
 
Test summary report
 
1.
Test summary report is a document which contains summary of
test activities and final test results.
2.
After the testing cycle it is very important that you
communicate the test results and findings to the project
stakeholders so that decisions can be made for the software
release. i.e. If further testing is required and we need to delay
the release.
3.
Test summary report will be different for different kind of
testing.
4.
In addition to test coverage and unresolved defects test
summary reports should also contain test strategy, test
objectives and overall result of test effort.
 
Advantages:
 
 
All relevant stakeholders of the Project will be
able to see the health of AUT (application under
test).
It will help them to take necessary steps
proactively, if required.
 It will to justify the testing effort that testing
team is     putting in the project.
 It will help in building more mature process
 
Guidelines:
Guidelines:
Guidelines:
Guidelines:
Guidelines:
Guidelines:
 
 
 It should be published after every test run
cycle
 Mention all testing activities
 All reports should be maintained in a
document repository system
 
Test summary report
Template
 
 
Formula =
 (Total number of open defects/Total number of
defects found) * 100
 
Unit Of measure =
Percentage
 
Outstanding defect ratio
 
For more Details Contact Us
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Understand the importance of Test Planning in Test Management Process, covering topics such as preparing a Test Plan, defining scope, selecting testing approach, setting criteria, allocating responsibilities, resourcing needs and training, identifying deliverables, and structuring testing tasks effectively. Explore the essential steps involved in each phase to ensure successful testing outcomes.

  • Test Management
  • Test Planning
  • Test Process
  • Test Reporting
  • Learning Resources

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  1. Chapter 4: Test Management Test Planning Test Management Test Process Test Reporting Visit to more Learning Resources

  2. Test Planning Test Plan: It is a document that describes the scope , approach ,resource and schedule required for conducting test activities. Following are the activities done as part of test planning 1. Preparing a Test Plan 2. 2. Scope 3. Deciding a Test approach 4. Setting up criteria 5. Identifying Responsibilities 6. Staffing and Training needs 7. 7. Resources 8. Test Deliverables 9. Testing task Plan Scope Management approach criteria for testing Responsibilities needs Resources requirement Deliverables task

  3. 1.Preparation of Test Plan

  4. 2.Scope 2.Scope Management

  5. 3.Deciding a Test approach approach

  6. 4.Setting up criteria criteria for testing

  7. 5.Identifying Responsibilities Responsibilities Specify no of testing staff and role Identify people who will responsible for acceptance testing Identify test team for test environment such as developers ,tester ,Operational staff ,testing services etc..

  8. 6.Staffing and Training needs needs These needs communicate resource requirement and get approval of resources.

  9. 7.Resources 7.Resources requirement

  10. 8.Test Deliverables: Deliverables: Test deliverable is any document /Script/Data related to testing which is handover to Client/Stakeholder during or at the end of testing phase. Following are different types of deliverables that are generated at every phase of SDLC:

  11. 9.Testing task task Uses work break down structure i.e. first various task are identified and then identify dependency among them. Identify skills for testing Determine size estimation for testing: LOC (Line of Code) or FP (Function Points) Determine effort estimation for people: Days/months/years

  12. Test Management It refers to the activity of managing the S/W testing process Test management allows different teams to plan , develop , execute and access all testing activities. 1. Standards: 1.Internal Standards: 2. External standards: Customer,National,International 2. Test Infrastructure Management 3. Test People/Team Management

  13. 1.Standards It controls the activities under testing

  14. 2.Test Infrastructure Management More stability , Continuity and reliability is provided to automation testing by providing stronger infrastructure . It is used for supporting automated and manual s/w testing Testing infrastructure includes: 1. Test plan document 2. Test Cases (Planned and Designed) 3. Test environment (back end and front end) 4. Defect tracking database 5. Version control System 6. Requirement tracing tools 7. Test Labs

  15. 3.Test People Management Test team is formed with people with various skill and experience level. So to maximize quality their is need to mange a peoples which can be done by test lead. Responsibilities of test lead: 1. Identify how the test team will formed. 2. Identify scope of testing. 3. Put out the test plan 4. Check what skills required for available resources. 5. Identify tools for test reporting , test management , test automation etc 6. Provide training for team 7. Create healthy environment for all resources to gain maximum throughput.

  16. Test team management activities: 1. 2. 3. 4. 5. 6. 7. 8. 9. Initiate test planning activities Encourage the team to conduct review meetings Monitor test progress Check available resources and reallocate them as required Check for any delays in schedule Discuss and resolve issues of testers Prepare plan to resolve risk Initiate timely status to the stakeholders and management. Bridges gap between the testing team and the management.

  17. 3.Test Process Testing is not a single activity instead it s a set of number of processes. It includes following activities: 1. Base Lining a Test Plan 2. Test Case Specification 3. Update of Traceability Matrix

  18. 1.Base Lining a Test Plan It is one of the type of non-functional testing. It refers to the validation of documents and specifications on which test cases would be designed. The requirement specification validation is baseline testing. Generally a baseline is defined as a line that forms the base for any construction or for measurement, comparisons or calculations. It is developed by competent people and and given to higher authorities for approval . If accepted then followed for further all activities If changes are needed then first it is made into test plan and again approval is needed. A majority of the issues are solved through baseline testing.

  19. 2.Test Case Specification Test case specification has to be done separately for each unit. Based on the approach specified in the test plan first determine the feature to be tested for each unit. Based on these the test cases are specified for testing unit. Success of product is depending quality of test cases through which it was passed.

  20. 3.Update of Traceability Matrix It act as tool that validate whether every requirement is tested or not Every test case should associated with requirement and every requirement has one or more associated test cases. RTM(Requirement Traceability matrix) is created in requirement gathering phase by putting unique id to each one. When a test case is finished corresponding requirement which is being tested is updated with test specification identifier. By doing this two way connection between test case and requirement is established.

  21. Testability matrix helps in: Ensuring 100% test coverage Showing requirement/document inconsistencies Displaying the overall defect/execution status with focus on business requirements. Template for RTM(Requirement Traceability matrix) :

  22. 4.Executing Test Cases Proper execution of test cases is essential which will minimize the work and reduce the time to release s/w product. Test execution task: Follow the test procedures to execute test cases. Do the confirmation testing for the failed test cases. Log the result for test execution. Compare actual and expected results. In case of difference defect occurrence is reported. Update defect database which is used to communicate between developer and tester team. So the execution of test cases will decide the suspension or resumption of further test cases. 1. 2. 3. 4. 5. 6.

  23. Software Test Metrics Software Test Metrics is used in decision making. The test metrics is derived from raw test data. Because what cannot be measured cannot be managed. Hence Test Metrics is used in test management. It helps in showing the progress of testing.

  24. Benefits of Metrics Provide status visibility. Form a basis for decision making. Set realistic expectations. Focus people s activities. Supports process improvement.

  25. Some of the Software Test Metrics are as below Requirements Volatility Review Efficiency Productivity in Test Execution Defect Rejection Ratio Defect Fix Rejection Ratio Delivered Defect Density Outstanding defect ratio

  26. Requirements Volatility: Formula = {(No. of requirements added + No. of requirements deleted + No. of requirements modified) / No. of initial approved requirements} * 100 Unit Of measure = Percentage

  27. Collecting and Analyzing text Collecting and Analyzing text Metrics Metrics

  28. Review Efficiency Components - No. of Critical, Major & Minor review defects - Effort spent on review in hours - Weightage Factors for defects: Critical = 1; Major = 0.4; Minor = 0.1 Formula = (No. of weighted review defects/ Effort spent on reviews) Unit Of measure = Defects per person hour

  29. Productivity in Test Execution Formula = (No. of test cases executed / Time spent in test execution) Unit Of measure = Test Cases per person per day

  30. Defect Rejection Ratio Formula = (No. of defects rejected / Total no. of defects raised) * 100 Unit of Measure = Percentage

  31. Defect Fix Rejection Ratio Formula = (No. of defect fixes rejected / No. of defects fixed) * 100 Unit of Measure = Percentage

  32. Test summary report Test summary report Test summary report is a document which contains summary of test activities and final test results. After the testing cycle it is very important that you communicate the test results and findings to the project stakeholders so that decisions can be made for the software release. i.e. If further testing is required and we need to delay the release. Test summary report will be different for different kind of testing. In addition to test coverage and unresolved defects test summary reports should also contain test strategy, test objectives and overall result of test effort. 1. 2. 3. 4.

  33. Advantages: All relevant stakeholders of the Project will be able to see the health of AUT (application under test). It will help them to take necessary steps proactively, if required. It will to justify the testing effort that testing team is putting in the project. It will help in building more mature process

  34. Guidelines: Guidelines: It should be published after every test run cycle Guidelines: Mention all testing activities All reports should be maintained in a document repository system Guidelines:

  35. Test summary report Test summary report Template Template

  36. Outstanding defect ratio Formula = (Total number of open defects/Total number of defects found) * 100 Unit Of measure = Percentage For more Details Contact Us

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