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aTest Strategy
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Test Strategy Template

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Test Strategy Template

Table of Contents

1. INTRODUCTION...............................................................................................................................................................................4
1.1. Purpose...................................................................................................................................................................................4
1.2. Objective.................................................................................................................................................................................4
1.3. Scope......................................................................................................................................................................................4
1.4. Underlying Testing Principles..................................................................................................................................................4
2. TEST STRATEGY.............................................................................................................................................................................4
2.1. Testing Methodology...............................................................................................................................................................4
2.2. Develop Test Plans.................................................................................................................................................................4
2.2.1. Master Test Plan 5
2.2.2. Detailed Test Plan 5
2.3. Test Design & Preparation......................................................................................................................................................6
2.4. Test Summary Report.............................................................................................................................................................6
3. TESTING TYPES...............................................................................................................................................................................6
3.1. Unit / Component Testing........................................................................................................................................................6
3.2. System Testing.......................................................................................................................................................................6
3.3. Regression Testing.................................................................................................................................................................7
3.4. Integration Testing..................................................................................................................................................................7
3.5. End to End Testing of current business processes.................................................................................................................7
3.6. Performance Testing...............................................................................................................................................................7
3.7. User Acceptance Testing........................................................................................................................................................7
4. TESTING APPROACH......................................................................................................................................................................7
4.1. Testing Objectives...................................................................................................................................................................7
4.2. Testing Framework..................................................................................................................................................................7
4.3. Test Execution........................................................................................................................................................................7
4.4. Testing Challenges.................................................................................................................................................................7
5. AUTOMATED TESTING TOOLS......................................................................................................................................................8
5.1. Test Management...................................................................................................................................................................8
5.1.1. Test Management Tool 8
5.1.2. Defect Management Tool 8
5.2. Test Automation Tools............................................................................................................................................................8

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5.2.1. Test Automation Tool 8

5.2.2. Performance Testing Tool 8
5.3. Licensing and Installation........................................................................................................................................................8
6. TEST ENVIRONMENT STRATEGY..................................................................................................................................................8
6.1. Testing Environments Provisioning Request Process.............................................................................................................8
6.1.1. Test Lab – Testing 8
6.1.2. Test Environment Management 9
7. TEST DATA STRATEGY..................................................................................................................................................................9
7.1. Test Data Strategy Objectives.................................................................................................................................................9
7.2. Types of Test Data..................................................................................................................................................................9
7.3. Test Data Sources..................................................................................................................................................................9
7.4. Environment Test Data Mapping.............................................................................................................................................9
7.5. Test Data Management...........................................................................................................................................................9
7.6. Test Data Provisioning Request Process................................................................................................................................9
7.6.1. Applicability 9
7.6.2. Provisioning Process 9
7.6.3. Backup and Restore Test Data 9
8. TESTING CONTROLS & PROCEDURES.........................................................................................................................................9
8.1. Testing Success Criteria.......................................................................................................................................................10
8.2. Defect Management..............................................................................................................................................................10
8.2.1. Defect Management Severity Definitions 10
8.2.2. Priority Code Definitions 10
8.2.3. Defect Management of Testing Completion 10
8.3. Issues Management..............................................................................................................................................................10
8.4. Risks Management................................................................................................................................................................10
8.5. Issue and Risk Escalation and Governance..........................................................................................................................10
8.6. Progress Reporting...............................................................................................................................................................10
8.7. Entry Criteria Risk Assessment.............................................................................................................................................10
8.8. Exit Criteria Risks Assessment..............................................................................................................................................10
8.9. Testing Requirements Traceability........................................................................................................................................11
8.10. Test Coverage Analysis........................................................................................................................................................11
8.11. Exception Justification...........................................................................................................................................................11
9. KEY ROLES, ACCOUNTABILITIES AND RESPONSIBILITIES.....................................................................................................11

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9.1. Proposed Test Team Structure.............................................................................................................................................11

10. STAFFING AND TRAINING NEEDS...............................................................................................................................................11
11. MILESTONES AND SCHEDULE....................................................................................................................................................11
11.1. High Level Schedule for Testing............................................................................................................................................11
12. RISKS AND CONTINGENCIES......................................................................................................................................................11
13. DEFINITIONS AND TERMS............................................................................................................................................................11

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Test Strategy Template

1. Introduction
Add a brief introduction
<text here>

1.1. Purpose

<text here>

1.2. Objective

The objectives of this document are…..

<text here>

1.3. Scope

The scope of the project will consist of…...

<text here>

1.4. Underlying Testing Principles

The following testing principles will be adopted:

<text here>

2. Test Strategy

1.5. Testing Methodology

This section outlines the testing methodology and the testing procedures for each testing.
<text here>

1.6. Develop Test Plans

Test plans are developed to describe and justify the test strategy in relation to technical requirements and risk. The test plan
brings visibility on the test design and execution based on the defined strategy.

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The main purpose of a test plan is to:

 Highlight the test conditions/scenarios and the test cases
 Identify special requirements or entry criteria that must be met in order for the test project to proceed, as well as exit
or process for determining when to stop testing
 Support initiation and organisation of test project, including preparations, staffing, responsibilities, facility acquisition,
task planning and scheduling
 Support daily management and evaluation of the test project
 Identify and manage any risks or issues that may impact the project
 Specify the deliverables of the test project and the delivery process
 Include a Test Objective Matrix to control and manage any changes during the test project
<text here>

1.6.1. Master Test Plan

The purpose of an MTP is to identify testing to be conducted for those Releases following System Test.
The responsibility for the MTP’s resides within the deliverables of the Test Managers and their Leads.
The following content must be included:
 Testing to be conducted; i.e. Test Releases & Regression Test Approach
 Test Type Coverage Matrix
 Milestone Schedule
 Work Plan, Resources & Dependencies, High Level Estimates
 Test Approach
 Roles and Responsibilities
 Test Evidence Policy
 Measurements and Metrics
 Progress Reporting
 Co-Dependency Management
 Alignment Management
 Environment Requirements
 Defect Management Process
 Handover Strategy
 Data Collection

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Test Strategy Template

 Entry and Exit Criteria Risk Assessment processes

 Training Requirements
 Project Risks
 Deliverables
<text here>

1.6.2. Detailed Test Plan

A detailed Test Plan (DTP) should be produced for each testing Phase identified within the appropriate MTP. The Testing teams
should produce DTPs for testing within their accountability. This is a collaborative exercise, as the Test Manager remains
accountable for the entire test program as defined in the Project MTP.
The DTP should consider the following content:
 Specific/detailed approach
 Test Approach
 Test Conditions
 Test Cases
 Expected Results
 Test exclusions
 Test substitution (only for Performance Testing)
 Specific Plan and Timeline
 Specific Environment Requirements:
 Application software requirements
 Infrastructure requirements
 Business Process/Workflow
 Business Activity Monitoring (in the case of Oracle & potentially webMethods)
 Data requirements
 Data transformations/canonical operations
 Adapters (purchased/introduced as well as purpose built)
 Connectors (purchased/introduced as well as purpose built)
 Web services and web service management.
 Logging
 Process automation

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Test Strategy Template

 State
 Synchronous & asynchronous transactions
 Mediation
 Security
 Data integration/cross reference accuracy
 Meets required service levels
 Environment request and maintenance processes
 Software Configuration Management
 Change Management:
 Software
 Testing artefacts
 Specific Roles & Responsibilities
 Dependencies and Alignment Management
 Defect Management
 Test Release Risks
 Key Contacts
<text here>

1.7. Test Design & Preparation

<text here>

1.8. Test Summary Report

<text here>

3. Testing Types

1.9. Unit / Component Testing

Unit Testing focuses on a specific component in the system in isolation.

<text here>

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1.10. System Testing

System testing is the functional and non-functional testing of the entire deliverable system, and the interfaces between the
various components.
<text here>

1.11. Regression Testing

<text here>

1.12. Integration Testing

Integration Testing focuses on the interaction between multiple components.

<text here>

1.13. End to End Testing of current business processes

End to End testing of current business processes is essential for testing.

<text here>

1.14. Performance Testing

Performance Testing is the name given to a variety of testing techniques associated with the system’s behaviour under
conditions of volume and load
<text here>

1.15. User Acceptance Testing

UAT is the opportunity for the business to test a functionally proven and technically robust system, in a stable environment,
against the business objectives.
<text here>

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4. Testing Approach
A well-defined testing approach will help to minimize major risks.
<text here>

1.16. Testing Objectives

The objectives for testing are;

<text here>

1.17. Testing Framework

A framework that makes testing more effective and efficient must accompany the approach.
<text here>

1.18. Test Execution

<text here>

1.19. Testing Challenges

<text here>

5. Automated Testing Tools

The processes and procedures for testing tools (including automation) is the accountability of the both the Test Manager and
their Leads to determine whether appropriate to introduce into the test execution effort.
<text here>

1.20. Test Management

1.20.1. Test Management Tool

<text here>

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Test Strategy Template

1.20.2. Defect Management Tool

<text here>

1.21. Test Automation Tools

1.21.1. Test Automation Tool

<text here>

1.21.2. Performance Testing Tool

<text here>

1.22. Licensing and Installation

<text here>

6. Test Environment Strategy

This section focuses on the processes and procedures for requesting, provisioning and managing test environments.
<text here>

1.23. Testing Environments Provisioning Request Process

This section details the approach and processes that need to be followed for requesting environment builds and/or refreshes.
<text here>

1.23.1. Test Lab – Testing

<text here>

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Test Strategy Template

1.23.2. Test Environment Management

<text here>

7. Test Data Strategy

This section describes the strategy for the provisioning and management of test data.
<text here>

1.24. Test Data Strategy Objectives

<text here>

1.25. Types of Test Data

Test data can be broadly categorised as follows:

<text here>

1.26. Test Data Sources

<text here>

1.27. Environment Test Data Mapping

<text here>

1.28. Test Data Management

<text here>

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1.29. Test Data Provisioning Request Process

1.29.1. Applicability

The Test Data Provisioning Request Process must be followed when:

<text here>

1.29.2. Provisioning Process

<text here>

1.29.3. Backup and Restore Test Data

<text here>

8. Testing Controls & Procedures

This section documents the proposed process and governance of key processes.
<text here>

1.30. Testing Success Criteria

<text here>

1.31. Defect Management

<text here>

1.31.1. Defect Management Severity Definitions

<text here>

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Test Strategy Template

1.31.2. Priority Code Definitions

<text here>

1.31.3. Defect Management of Testing Completion

<text here>

1.32. Issues Management

<text here>

1.33. Risks Management

<text here>

1.34. Issue and Risk Escalation and Governance

<text here>

1.35. Progress Reporting

<text here>

1.36. Entry Criteria Risk Assessment

The purpose of the Entry Criteria Risk Assessment process is to evaluate the readiness of commencing a testing Release.
<text here>

1.37. Exit Criteria Risks Assessment

The purpose of the Exit Criteria Risk Assessment process is to evaluate the finalisation and completeness of a testing Release.
<text here>

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1.38. Testing Requirements Traceability

<text here>

1.39. Test Coverage Analysis

Metrics need to be established for each testing phases. The metrics and measurement process must be agreed by the
necessary stakeholders and will form the foundation for progress reporting.
<text here>

1.40. Exception Justification

<text here>

9. Key Roles, Accountabilities and Responsibilities

List the key testing roles, accountabilities and responsibilities.
<text here>

1.41. Proposed Test Team Structure

Add Team Structure

<text here>
10. Staffing and Training Needs
Add knowledge and experience desirable for each area.
<text here>

11. Milestones and Schedule

<text here>

1.42. High Level Schedule for Testing

Add Schedule

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Test Strategy Template

12. Risks and Contingencies

<text here>

13. Definitions and Terms

<text here>

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