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Test Plan Template

November 9, 2017 Software Testing Templates
test plans template, sample template for test plans, template to create test plans

Test Plan is a pretty standard document created and maintained by the QA team to outline the testing objectives and the type of testing that needs to be performed on the application. But for the sake of uniformity, every project selects a test plan templates and distributes them among the team members. This test plan template is used to create the test plan and is also referred in the future when some modifications are done. All the test plans created in the project should be effective and concise and bind to quality terms.

In the organization, the project can have any number of test plans based on the release tracks being maintained. In this post, we would share the sample template to create test plans for your application. We would also explain in detail the different entities of the test plan and create a dummy test plan for HelpingTesters.com.

Download Test Plan Template

Download Test Plan for HelpingTesters.com

What are the different test plan components?

All the Test Plans contains the below components, each and every component of the test plan is detailed below:

⇒ Introduction

The test plan introduction would provide a brief overview of the project or the application being tested. It would mention the primary application modules and the business logic surrounding it. It would also lay down the ground rules for testing and talk about the various areas that would be tested.

⇒ Business Background

The business background section of the test plan would focus specifically on the business logic and the application layer of the application. In this section, the required business and related technical areas would be listed down. The business background of the application would let the testing team know of the different types of testing that are expected or should be performed as the part of testing.

⇒ Test Objectives

As the name suggests, this section would enlist the tasks and responsibilities, the different documents that need to be used as a part of Service Level Agreement. In this section, you can also specify the type of communications within and outside the team that needs to be established.

⇒ Scope

The test plans main component is the Scope of Testing. In the testing scope, you should mention the different modules that would be part of testing and those which won’t be part of the scope. You should also mention the different interacting modules and how such interfaces need to be tested.

While specifying the scope, you can also mention the different processes and planning strategies that the testing team would be undertaking as part of each delivery.

Inclusions – Test Plans are the proof for features to be tested. The different sections and modules (independent or interacting), which would be covered during testing would be listed here.

Exclusions – Test Plans are the proof for features that are not to be tested. The items/ test cases or scenarios which are out of scope or which won’t be tested during the current release need to be mentioned here. You can also mention the different testing methodologies that won’t be performed.

Clearing mentioning the inclusions and exclusions help the testing team to be on the same page and eliminate redundant testing. The scope is one of the main focus items that should be carefully reviewed by the test lead before finalizing it.

⇒ Test types Identified

In the test types, you need to mention the different types of testing that need to be performed to ensure the stability of each build. Depending on the type of application, resource allocation, and technical skills of the team members, the testing types can vary.

Mostly, the testing types can be functional testing, integration testing, API testing, automation testing, database testing to name a few.

All the testing methodologies that would be adopted (eventually) but won’t be performed in the current sprint, too should be mention here.

⇒ Problems Perceived

Various testing team members can face different hindrances while setting up their testing projects. These problems can be related to authorization, server access/ permission related issues or unresolved/ pending requests for testing tools. All such issues should be noted here. Ideally, with every version of the test plan, the number of problems encountered should reduce.

⇒ Architecture

The test architecture would address the complete application as a single unit, and not as modules. It would provide a higher level information of how the test cases would be executed and how the test data would be provided to them.

⇒ Environment

In test environment section, you can list down the different environments which are in the scope of the application. Such information can be retrieved from the application’s CRD. In this section, you must specify the system configuration required to run the application, supported devices or browsers (for mobile applications), Operating Systems and compatible versions. If new environments are added, it should be updated in the test plan.

⇒ Assumptions

In this section, you would list how the testing would be conducted and what process would be followed. You would mention what your assumptions are and what you are expecting to happen when the testing phase starts.

In this section, you can write your assumptions related to test case writing, defect logging, test case execution and how all test processes and planning should be conducted. Ways of communicating with client and vendor can also be clarified in this section.

⇒ Functionality

All the major functionalities of the application that would be targetted would be mentioned here. It may not be module specific, but a brief overview of the different functional tests would be mentioned. Site navigation, data integrity, session management, data encryption, e.t.c. are some examples.

⇒ Risk Identified & Mitigation Planned

Some of the common risks associated with testing should be mentioned here. If databases entries would lie in the scope of testing, the possible risk would be data integrity. Risks related to security, garbage data, or malicious interventions which might come to picture during testing should be enlisted in this section.

In the mitigation plan, all the possible ways to counter the above-mentioned risks should be mentioned. In this way, the testing team while going through the test plan would be able to anticipate the risk areas and how to dodge them. For risks related to data integrity during database testing, the testing team must avail Read access and must check not to avail Write access from the system administrator.

⇒ Test Strategy

By going through the test strategy, the testing team members must get to know what different activities they need to perform. It should list down different activities in the correct order, right from test planning, estimation, test case creation and execution, and defect reporting.

If other testing methodologies are adopted, then they too should be mentioned and at what stage they should be adopted. The resource allocation strategy can also be a part of this section. It can even address any regression schedule that has been decided by the team management or can be addressed in the later version of the test plan.

⇒ Automation Plans

Even though automation plans can be part of test strategy, it can be mentioned in a separate section, if the automation tasks are quite extensive. If the amount of time allotted for manual testing and automation testing are proportionate, you must mention your automation plans in this section.

In automation plan, you would mention how and when the automation would be targetted, which test cases (high, medium or low priority) would be targetted when. In this section, you can also tell how the manual testing tasks would be achieved when automation testing is underway.

⇒ Deliverables

In the deliverables section, you would identify the different deliverables for the upcoming sprint or release. The deliverables can be test cases, test documents or test execution result. As the test plan would be created before any of the tasks are performed, you must only mention the items and not quantify the deliverables.

⇒ Test Team Organization

The test team organization would talk about the team hierarchy and how reporting is done throughout the project. It would mention the different testing processes and how different members react to them. Here you can mention the duties of the test managers and leads and how & under which circumstances the testing team should report to them.

⇒ Schedule

In this section, you would mention the schedule of different testing activities. This section would tell testers, which task would be performed when. Be it an Agile project or a Waterfall, it would lay down the window for carrying out different types of testing. In this section, you can also mention the schedule for daily calls or weekly demo of the project.

⇒ Defect Classification Mechanism

The testing team must be well aware how to classify defects on the basis of priority. In the defect classification section, different examples are provided of high, medium and low priority issues for various types of testing being conducted.

⇒ Defects Logging and Status Changing  Mechanism

In this section, you would define the generic workflow of the issues & tasks and how each ticket would be addressed.

⇒ Release Criteria

Every project must fulfill the release criteria before the build is shipped to production. The release criteria mention the different rules and conditions which must be fulfilled so that a release can be marked as complete.

Now that you are well aware of the different components of the test plan, let’s take a look at an ideal Test Plan template.

For reference purpose, we have created a test plan of HelpingTesters, which you are referring to better understand how the test plans should be created for an ongoing project.

Download Test Plan Template

Download Test Plan for HelpingTesters.com

About the author

arindam bandyopadhyay author

Arindam Bandyopadhyay is an automation tester with over 5 years of experience in software testing. While during the day he juggles between Eclipse and spreadsheets, at night he lets his fingers do the talking as he writes about anything and everything his paradoxical mind desires.

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