Checklist for Test Planning (TP) | David Tzemach

In this article, I will provide an essential checklist you can use to increase the efficiency of your project testing process.

Note: This checklist is written for the traditional development process, not Agile frameworks.


Preparation and Research

  • Define the requirements traceability matrix to ensure that each requirement is developed and tested.

  • Create the guidelines that the team can use in any case for deviating from the original plan.

  • Determine the levels of authority for handling different aspects of the project.

  • Is the project relevant to a specific customer that has specific demands?

  • How do you intend to measure the effectiveness of the testing process?

  • Did you read all mandatory documents (SRS, PRD, MRD, etc.)?

  • Is the project Should follow other international standards?

  • Does the test plan involve external testing services?

  • Are there any particular cases that you need to cover?

  • Did you review the technical application design?

  • Determine the reporting channels.

Automation

  • Do you know to use the selected framework?

  • Who will monitor and investigate the automation results?

  • Do you need to schedule training for the team?

  • Do you intend to use an automation framework?

  • Who will be responsible for automating the tests (The dedicated automation team or the tester that designed the tests?).

Defect Management

  • Did you determine the defect management system that you are going to use?

  • Who will decide whether each defect will be fixed or not?

  • Is there any Bug template that you want to enforce?

  • Are there any guidelines to open/close defects?

Test Risks

  • Identify risks related to the testing process.

  • Do you have the tools to remove the risks?

  • How do you intend to remove the risks?

Testing criteria

  • Determine the Exit criteria after the completion of the testing process.

  • Determine the Entry criteria to start testing.

  • Determine the conditions that can halt the testing process (in any case, you have a significant issue during the tests).

Project Timelines

  • What is the amount of time that you determine for each testing cycle?

  • When do you receive the first build of the application from the dev team?

  • Is there any time allocated to re-test the application after bug fixes?

  • When do you intend to release the first version of the software?

  • Did the test plan scheduler consist of the project plan?

  • Who can create a new build when the test team needs it?

  • When do you intend to start/End each testing cycle?

Test Environment

  • Make sure that you have the relevant resources to build the test environment.

  • Do you have enough budget to order the hardware equipment?

  • Is there any limitation to creating realistic test scenarios?

  • Determine the topology of the environment.

  • Determine the hardware setup timelines.

  • Are any special testing tools required?

  • Prepare the test environment.

Test Design and Strategy

  • Determine the test strategy and methodology that you will use to accomplish the project goals.

  • Define the testing effort project (Test coverage, Test Design, Reports, etc.)?

  • What areas of the application will not be covered (what are the reasons for that?)?

  • Define the level of testing (unit, component, integration, system, and acceptance).

  • What type of tests intends to use (Performance, Usability, Exploratory, etc.)?

  • Determine the test execution approach (Manual Vs. Automated).

  • Define the conditions that will stop/continue the testing process.

  • Validate that all functions are identified and covered in the TP.

  • Write the test plan that you are going to use on the project.

  • What is the testing coverage that you intend to achieve?

  • What areas of the application are going to be covered?

  • Create the test data that you need to use per test case.

  • Determine the testing effort that is needed to be done.

  • Who is responsible for approving the test plan?

  • Determine the weekly/daily report template.

  • Determine the pass/fail criteria for all tests.

  • Create test scenarios and test cases.

  • Determine the priority of the test cases.

Test execution

  • Validate that the test "Entry" criteria are fulfilled before the start of the tests.

  • Validate that each tester understands the tests that he needs to execute.

  • Monitor the test progress and validate that they meet the timelines.

  • Please validate that you adjust the test plan based on the testing results (For example, many bugs in a single location can indicate that we need to make more and deeper tests.)

  • Validate that the test team understands their responsibilities.

  • Make sure that you review the defects that testers identify.

  • Review the daily/weekly testing reports.

  • Validate that the test plan is enforced.

  • Review the test plan with the team members (High-Level) and make sure that you provide answers to any open question.

At the End of the testing phase

  • Validate that the test "Exit" criteria are fulfilled before moving the application to the 'Alpha' testing phase.

  • Ensure that the user guide contains the "known Issues" that you find during the testing cycles.

  • Have the requirements specifications been updated, examined, and approved?

  • Validate that the team accomplished the testing goals.

  • Summarize the test results with a dedicated (STR).

  • Review the test results with the team members.


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