TEST
MANAGEMENT
TEST PLANNING ACTIVITIES
Define test approach, test levels
Integrate, coordinate testing into life cycle
Decide who, what, when and how of testing
Assign resources for test tasks
Define test documentation
Set the level of detail for test cases, procedures in order to provide enough information to
support reproducible test preparation and execution
Select test monitoring, controlling and reporting metrics, charts, and reports
IEEE 829 TEST PLAN OUTLINE
Test plan identifier Test deliverables
Introduction Test tasks
Test items Environmental needs
Features to be tested Responsibilities
Features not to be tested Staffing and training needed
Approach Schedule
Item pass/fail criteria Risk and contingencies
Test criteria (entry/exit, suspension and approvals
resumption)
TRANSITIONS: ENTRY
CRITERIA
Entry criteria measure whether the system is ready for a particular test phase
Deliverables (test objects, test items) ready and testable?
Lab(including test cases, data, test environment and test tool) ready?
Teams (developer, tester, others) ready?
These tend to become increasingly rigorous as the phases proceed
TRANSITIONS:
CONTINUATION CRITERIA
Continuation criteria measure whether testing can efficiently, effectively proceed
Test environment problems
Test blocking bugs in system under test
“Continuation criteria” is a polite way of saying “stopping criteria” in the reverse
Stopping a test phase is seldom popular
TRANSITIONS: EXIT CRITERIA
Exit criteria measure whether the test phase can be deemed complete
Thoroughness measures, such as code coverage, functionality or risk
Estimates of defect density or reliability measures
Cost
Residual risks, such as defects not fixed or lack of test coverage in certain areas
Schedules such as those based on time to market
Remember that these are business decisions
DEVELOPING A WORK
BREAKDOWN STRUCTURE(WBS)
What are the major stages of a testing subproject?
Planning
Staffing
Test environment acquisition and configuration
Test development
Test execution
Break down to discrete tasks within each stage
What test suites are required for the critical risks?
E.g. functionality, performance, error handling
For each suite, what tasks are required?
Tasks should be short in durations (e.g. few days)
milestones
ESTIMATION
There are two general approaches for estimation
Estimating individual tasks by the owner of these tasks or by experts (bottom up via WBS)
Estimating the testing effort based on metrics of former or similar projects or base don typical values
(top-down or bottom via parametric models, rules of thumbs, etc.)
While both are useful, drawing upon team wisdom to create a WBS, then applying models and
rules of thumb to check and adjust the estimate, is usually more accurate
FACTORS TO CONSIDER IN
TEST ESTIMATION
Testing is complex influenced by:
Process factor - pervasive testing, change control, process maturity, lifecycle, development and test
processes, earlier test phases, (estimated vs actual) bug level and fixing
Material factor: tools, test system, test and debugging environment, project documentation, similarity
People factor: skills, expectation, support and relationship
Delaying factor: complexity, many stakeholders, too much newness, geographical distribution, need
for detailed test documentation, tricky logistics and fragile test data
Understand estimation techniques and these factors
Deviation from the test estimates can arise from outside factors and evetns before or during
testing
TEST PROGRESS
MONITORING AND
CONTROL
COMMON TEST METRICS
% completion of test case preparation
% completion of preparing the test environment
Test case execution
no. of test cases run/ not run
no. of test cases passed / failed
Defect information
Defect density
Defect found and fixed
Failure rate
Retest results
Coverage of requirements, risks or code by tests
Level of confidence of tester in the product
Dates of test milestones
Testing costs
TEST REPORTING
Summarize / analyse the test results
Key events (meeting exit criteria)
Analysis (for recommendation, guidance) of..
Remaining defects
Cost/benefit or more testing
Outstanding risks
Level of confidence
Metrics gathered to access:
Test objectives adequacy for test level
Test approaches adequacy
Testing effectiveness per objectives
TEST CONTROL
Guiding and corrective actions due to test information and metrics, which may affect testing
activities - or other software life cycle activities
Examples of test control actions:
Risk triggered test re-prioritizing
Test schedule adjustments due to availability of a test environment
Set an entry criterion requiring re testing of by fixes by developers before integration into build
CONFIGURATION
MANAGEMENT
TESTING AND
CONFIGURATION
MANAGEMENT
Configuration management establishes, maintains the integerity of the items that make up the
software or system through the project and product life cycle
For testing, configuration management:
Allows management of test ware and results
Ensures every item in test can be related back to known system components
Supports delivery of a test release into test lab
During project and test planning, the configuration management procedures and infrastructure
(tools) should be chosen, documented, and implemented so that no surprises occur at test
execution time
KEY TASKS OF CM
Store and control access to the items that make up the system (source code, though it goes
beyond code)
Identify and document the items under control
Allow change to control items through an orderly process (change control board)
Report on changes pending, underway and complete
Verify completeness of implementation
TEST RELEASE
MANAGEMENT
Release schedule (weekly, daily, hourly?)
Update apply (process to install new build)
Update un-apply (process to remove bad build)
Build naming (revision level e.g. X.01.017)
Interrogation (process to determine rev. level)
Synchronizing with databases, other systems
Roles and responsibilities for each step
IEEE 829 TEST ITEM
TRANSMITTAL REPORT
A test item transmittal report describes the items being delivered for testing, and includes the
following sections
Test item transmittal identifier
Transmitted items (include items names and revision numbers)
Locations (where, what media, labelling)
Status (bug fixed, changes introduced)
Approvals
More commonly used are release notes, which include some of this information, usually
informally
RISK AND
TESTING
PROJECT RISKS
Testing is also subject to risk
A risk is the possibility of a negative outcome, and that would include events like late test
releases, environment problems, etc.
To discover risks to the testing effort, ask yourself an other stakeholders:
What could go wrong on the project that would delay or invalidate your test plan and or estimate?
What kind of unacceptable testing outcomes do you worry about?
HANDLING PROJECT RISKS
For each project risk, you have four options:
Mitigation: reduce the likelihood or impact through preventive steps
Contingency: have a plan in place to reduce the impact
Transfer: get some other party to accept the consequences
Ignore: do nothing about it (best if both likelihood and impact are low)
Another typical risk management option, buying insurance, is usually not available