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Test Strategy 
Why Should You Care? 
Johan Jonasson 
House of Test 
www.eurostarconferences.com 
@esconfs 
#esconfs
 I question the usefulness of the vast majority of 
test strategies and strategy documents I come 
across 
 Nevertheless I believe (good) strategy is worth 
caring about 
 However, strategy should never be a goal in itself, 
but a tool that helps us reach our goal
“A high-level description of the test levels to be performed and 
the testing within those levels for an organization or 
programme (one or more projects).” 
ISTQB syllabus
 A document 
 A detailed plan 
 Concerned with the logistics of testing 
 A collection of test technique definitions 
 Defect management process 
 Test suspension/resumption criteria 
 Entry/exit critera 
 Any other boilerplate...
 “A strategy is the overarching 
direction or design of a campaign, 
whether that’s a marketing 
campaign, a football season, or a 
campaign of war”. 
– Fiona Charles 
 “The purpose of a test strategy is to 
clarify the major tasks and 
challenges of the test project.” 
– James Bach 
 The Big Picture 
◦ The direction we’re heading 
◦ The ideas and the risks 
◦ Tasks & challanges 
◦ The thinking 
 Tools 
◦ Heuristics 
◦ Checklists 
◦ Contingency plans for dealing with 
likely problems
High Level 
Strategy 
Medium Level 
Strategy 
Low Level 
Strategy 
Product 
Model
 Abstraction of strategy 
 Not to be confused with process, e.g. Scrum 
 As context-independent as possible 
 Heuristics based 
 Created by taking inventory of existing behaviors and 
identifying heuristic methods and patterns in those behaviors 
 Inspect and adapt, improve the model
HTSM by James Bach
 Define information goals 
◦ What information do your stakeholders need? 
◦ What do you need to know to be able to deliver that information? 
◦ Based on your and their needs: What risks do you see? How can you work to 
explore, mitigate or prevent the risks? 
◦ What assumptions are you making, what questions do you have, what tasks 
need doing, etc. 
 Find a way to visualize the evolving strategy 
◦ Mindmaps 
◦ Kanban 
◦ Dashboards
 Start thinking about coverage needed for your 
high level strategy 
◦ Requirements 
◦ Structural, functional... 
◦ Quality characteristics 
◦ Coverage heuristics 
 Test ideas 
 Test cases 
Might lead to over-focused 
testing. Use with care. 
Test case: 
set of test case preconditions, inputs (including 
actions, where applicable), and expected results, 
developed to drive the execution of a test item 
to meet test objectives, including correct 
implementation, error identification, checking 
quality, and other valued information 
- ISO/IEC/IEEE 29119
 This is what you do every day 
 Review your test idea 
 Think about information goals 
 Think about coverage 
 Think about quality characteristics 
 Get our your heuristics 
 Pick your test techniques 
 Frame your testing 
Make your own checklists 
Mission 
Models 
Heuristics 
Stopping criteria 
Valuable information
 Concise 
◦ Fits on a page, presentation slide or a mindmap 
 Evolving 
◦ From being assumptions, questions, uncertainty to being more 
specific, intentional, practical 
 Justified 
◦ Frames the testing. Connects information goals to tests with good 
reasons
 Practical 
◦ Likely to succeed or be effective 
 Explainable 
◦ If you can’t explain it, you don’t understand it; neither will ”they” 
 Flexible 
◦ Adaptable to changing context. When the terrain change, the map 
must change as well
 Specific 
◦ Be clear and to the point. Remove the boilerplate. 
 Encouraging of dialogue and communication 
◦ The worst things you can do as a testers is shroud yourself in 
mystery. What your stakeholders can’t understand, they will 
question, and rightly so.
 Strategy guides your planning 
 ”Plans are useless, planning is indispensible.” – Eisenhower 
 If you don’t know your strategy, the everything that happens 
in the project is according to your strategy... 
 A good strategy lets you capture and present your ideas early 
on in the project and frame your testing later 
 It gives you a coverage model to help you decide what to 
cover, how to cover it, and...
Johan Jonasson 
House of Test 
johan.jonasson@houseoftest.se 
http://blog.johanjonasson.com 
http://houseoftest.se 
http://commonsensetesting.org 
@johanjonasson 
johan_jonasson 
Blog: 
Web: 
Web: 
Twitter: 
Skype:

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Johan Jonasson - Test Strategy, Why Should You Care - EuroSTAR 2013

  • 1. Test Strategy Why Should You Care? Johan Jonasson House of Test www.eurostarconferences.com @esconfs #esconfs
  • 2.
  • 3.
  • 4.  I question the usefulness of the vast majority of test strategies and strategy documents I come across  Nevertheless I believe (good) strategy is worth caring about  However, strategy should never be a goal in itself, but a tool that helps us reach our goal
  • 5. “A high-level description of the test levels to be performed and the testing within those levels for an organization or programme (one or more projects).” ISTQB syllabus
  • 6.  A document  A detailed plan  Concerned with the logistics of testing  A collection of test technique definitions  Defect management process  Test suspension/resumption criteria  Entry/exit critera  Any other boilerplate...
  • 7.  “A strategy is the overarching direction or design of a campaign, whether that’s a marketing campaign, a football season, or a campaign of war”. – Fiona Charles  “The purpose of a test strategy is to clarify the major tasks and challenges of the test project.” – James Bach  The Big Picture ◦ The direction we’re heading ◦ The ideas and the risks ◦ Tasks & challanges ◦ The thinking  Tools ◦ Heuristics ◦ Checklists ◦ Contingency plans for dealing with likely problems
  • 8. High Level Strategy Medium Level Strategy Low Level Strategy Product Model
  • 9.  Abstraction of strategy  Not to be confused with process, e.g. Scrum  As context-independent as possible  Heuristics based  Created by taking inventory of existing behaviors and identifying heuristic methods and patterns in those behaviors  Inspect and adapt, improve the model
  • 11.  Define information goals ◦ What information do your stakeholders need? ◦ What do you need to know to be able to deliver that information? ◦ Based on your and their needs: What risks do you see? How can you work to explore, mitigate or prevent the risks? ◦ What assumptions are you making, what questions do you have, what tasks need doing, etc.  Find a way to visualize the evolving strategy ◦ Mindmaps ◦ Kanban ◦ Dashboards
  • 12.  Start thinking about coverage needed for your high level strategy ◦ Requirements ◦ Structural, functional... ◦ Quality characteristics ◦ Coverage heuristics  Test ideas  Test cases Might lead to over-focused testing. Use with care. Test case: set of test case preconditions, inputs (including actions, where applicable), and expected results, developed to drive the execution of a test item to meet test objectives, including correct implementation, error identification, checking quality, and other valued information - ISO/IEC/IEEE 29119
  • 13.  This is what you do every day  Review your test idea  Think about information goals  Think about coverage  Think about quality characteristics  Get our your heuristics  Pick your test techniques  Frame your testing Make your own checklists Mission Models Heuristics Stopping criteria Valuable information
  • 14.  Concise ◦ Fits on a page, presentation slide or a mindmap  Evolving ◦ From being assumptions, questions, uncertainty to being more specific, intentional, practical  Justified ◦ Frames the testing. Connects information goals to tests with good reasons
  • 15.  Practical ◦ Likely to succeed or be effective  Explainable ◦ If you can’t explain it, you don’t understand it; neither will ”they”  Flexible ◦ Adaptable to changing context. When the terrain change, the map must change as well
  • 16.  Specific ◦ Be clear and to the point. Remove the boilerplate.  Encouraging of dialogue and communication ◦ The worst things you can do as a testers is shroud yourself in mystery. What your stakeholders can’t understand, they will question, and rightly so.
  • 17.  Strategy guides your planning  ”Plans are useless, planning is indispensible.” – Eisenhower  If you don’t know your strategy, the everything that happens in the project is according to your strategy...  A good strategy lets you capture and present your ideas early on in the project and frame your testing later  It gives you a coverage model to help you decide what to cover, how to cover it, and...
  • 18. Johan Jonasson House of Test johan.jonasson@houseoftest.se http://blog.johanjonasson.com http://houseoftest.se http://commonsensetesting.org @johanjonasson johan_jonasson Blog: Web: Web: Twitter: Skype: