How to create a Test Strategy Document in Software Testing?

Software TestingAutomation TestingTesting Tools

What exactly is a Test Strategy Document?

A test strategy document in software testing is a very well-written document that outlines the actual software testing technique and testing objectives of the software application. A test document is a critical document for QA teams that is derived from actual business requirements and guides the entire team on the software testing approach and objectives for each operation in the software testing process.

The testing strategy plan should be shared with the entire team so that everyone is on the same page regarding approach and responsibilities. Writing an effective test strategy is a skill that every tester should learn in their career. It starts your thought process, which aids in the discovery of many missing requirements. Thinking and test planning activities assist a team in defining the scope and coverage of testing.

It enables test managers to get a clear picture of the project's status at any time. When a proper test strategy is in place, the chances of missing any test activity are very low.

Test execution without a plan is rarely successful. I've worked with teams that create strategy documents but never refer to them during test execution. For ensuring that everyone in the team is on the same page regarding the approach and duties, the Testing Strategy plan should indeed be discussed with the whole team.

You can't just skip any testing activities because you're on a tight deadline. At the very least, it must go through a formal process first.

What is the definition of a test strategy?

“How are you going to test the application?” is what test strategy means. When you receive the application for testing, you must provide the specific process/strategy that you will use.

Many firms, in my experience, strictly adhere to the Test Strategy template. You can make this Test Strategy document short but effective even if you don't use a common template.

What exactly is a Test Strategy Document?

A test strategy document in software testing is a very well-written document that outlines the actual software testing technique and testing objectives of the software application. A test document is a critical document for QA teams that is derived from actual business requirements and guides the entire team on the software testing approach and objectives for each activity in the software testing process.

The Difference Between a Test Strategy and a Test Plan

I've seen a lot of confusion between these two documents over the years. So let us begin with some fundamental definitions. In general, it makes no difference which comes first. The test planning document combines an approach and an overarching work plan. The Strategy plan is a subitem of a test plan, according to IEEE Standard 829-2008.

Every organization has its own set of standards and procedures for keeping these documents up to date. Some organizations include strategy information in the test plan (here is a good example of this). In some companies, strategy is listed as a part of a testing plan, however, the specifics are separated into distinct test strategy papers.

The scope of the project and the emphasis of the tests are outlined in the test plan. Test coverage, features to be tested, features not to be tested, estimating, scheduling, and resource management is all topics covered.

The test strategy, on the other hand, establishes instructions for the test technique to be used in order to meet the test objectives and execute the text types described in the testing plan. It includes risk assessment and contingency planning, as well as test objectives, approach, test environment, automated test strategy, and technologies.

To recap, the Test Plan is a vision of what you want to accomplish, whereas the Test Strategy is a strategy for achieving that goal! I hope this has answered all of your questions.

How to Write a Test Strategy Document that Works

Every organization has its own set of priorities and rules for software design, so do not blindly copy any organization. Before following the template, always ensure that their document is compatible and adds value to your software development.

  • Step #1 − Scope and Overview The first step is to define the scope of the project and to provide an overview of it. An overview of the project, as well as information on who should utilize this page. Include information such as who will evaluate and approve this paper. Define the testing activities and stages that will be carried out with respect to the overall project timeframes stated in the test plan.

  • Step #2 − Test Approach Define each team member's testing methodology, testing level, roles, and responsibilities. Describe why each test type stated in the test plan should be performed, as well as specifics such as when to begin, the test owner, responsibilities, the testing approach, and details of the automation strategy and tool, if appropriate. Adding new defects, defect triage, defect assignments, re-testing, regression testing, and finally test sign-off are all part of the test execution process. For each action, you must specify the exact steps to be followed. You can use the same procedure that you used in your prior test cycles. A Visio presentation of all of these activities, including the number of testers and who will work on which activity, is quite helpful in rapidly understanding the team's roles and responsibilities. Define the change management procedure as well. This involves describing the procedure for submitting a change request, the template to be used, and the template to be used.

  • Step #3 − Test Environment The information regarding a number of environments, as well as the needed configuration for each, should be included in the test environment setup. One test environment, for example, for the functional test team and another for the UAT team. Define the number of users supported by each environment, access roles for each user, software and hardware requirements such as operating system, RAM, free disc space, system count, and so on. It is also critical to define the test data needs. Give detailed instructions on how to produce test data (either generate data or use production data by masking fields for privacy). Define a backup and restoration plan for test data. Due to unhandled situations in the code, the test environment database may encounter issues. I recall the troubles we had on one of our projects when we didn't have a database backup plan in place and we lost all of our data due to coding errors. The backup and restoration procedure should specify who will take backups when backups should be taken, what should be included in backups, when the database should be restored, who will restore it, and what data masking measures should be taken if the database is restored.

  • Step #4 − Testing Tools Define the test management and automation tools that will be used to run the tests. The test strategy and tools necessary for performance, load, and security testing are described. Mention whether the product is open source or commercial, as well as the number of people it supports, and make plans appropriately.

  • Step #5 − Release Control Unexpected release cycles, as we discussed in our previous UAT post, might result in distinct software versions in test and UAT environments. Test execution of all modifications in that release will be ensured by a release management plan with the correct version history. Set up a build business process that will answer questions like where the new build should be made accessible, where it should be deployed when to receive the new build, where to get the production build, who will give the go, and who will provide the no-go signal for the production release, and so on.

  • Step #6 − Risk Analysis Make a list of all the dangers that came to your mind while thinking of these. Provide a detailed plan to reduce these risks, as well as a backup plan in case the hazards materialize.

  • Step #7 − Approval and Review All entities participating in project management, the business team, the development team, and the system administration (or environment management) team must sign off on the test strategy plan once all of these tasks have been established.

A summary of review modifications, as well as the name, date, and comment of the approver, should be recorded at the start of the document. It's also a live document, which means it should be evaluated and modified as the testing process evolves.

Simple Guidelines for Writing a Test Strategy Document

  • Include information about the product in the test strategy document. Answer the question – Why do stakeholders wish to create this project? in the opening paragraph of your test strategy document. This will aid in rapidly understanding and prioritizing issues.

  • Make a list of all the essential features you intend to test. If you believe that any features are not included in this version, please list them under the "Features not to be tested" category.

  • Make a plan for your project's testing strategy. Clearly state the sorts of tests you want to undertake.

  • Functional testing, user interface testing, integration testing, load/stress testing, security testing, and so forth.

  • Find the answers of questions like, "How will you do functional testing? Are you planning to use your test management tool to run all of the test cases?

  • Which bug-tracking software will you use? What will you do if you come across a new bug?

  • What are the criteria for entering and exiting the test?

  • How will you keep track of your testing? Which metrics will you use to keep track of test completion?

  • Distribution of responsibilities - Define each team member's duties and responsibilities.

  • During and after the testing process, what papers will you produce?

  • What dangers do you perceive in completing the test?

Conclusion −

In Software Engineering, software releases are subjected to Test Strategy papers on a regular basis in order to map the progress of testing in the proper direction. When the release date approaches, many of these activities will be missed; thus, it is preferable to consider with team members whether reducing any particular action will aid in the release without posing any possible danger.

Test PlanTest Strategy
The scope of the project and the emphasis of the tests are both stated in the Test Plan. Test coverage, scheduling, features to be tested, features not to be tested, estimation, and resource management are all topics covered.The test strategy serves as a roadmap for achieving the test objective and carrying out the test types specified in the testing plan. The test objective, test environment, test approach, automation tools and strategy, contingency plan, and risk analysis are all covered.
Published on 22-Sep-2021 11:15:01