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“Agile Test Management and Reporting‐ 
Even in a Non‐Agile Project” 
 
 
sting Thought
 
 
 
 
 
 
300,
68‐8770 ∙ 904‐278‐0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com 
Paul Holland
Testing Thoughts
 
An independent software test consultant and teacher, Paul Holland has more than
sixteen years of hands-on testing and test management experience, primarily at
Alcatel-Lucent where he led a transformation of the testing approach for two product
divisions, making them more efficient and effective. As a test manager and tester,
Paul focused on exploratory testing, test automation, and improving testing
techniques. For the past five years, he has been consulting and delivering training
within Alcatel-Lucent and externally to companies such as Intel, Intuit, Progressive
Insurance, HP, RIM, and General Dynamics. Paul teaches the Rapid Software Testing
course for Satisfice. For more information visit testingthoughts.com.
1
Agile Test Management and
Reporting –
Even in a non-Agile Project
Paul Holland
Consulting Tester and Teacher
at Testing Thoughts
My Background
• Independent S/W Testing consultant since Apr 2012
• 16+ years testing telecommunications equipmenty g q p
and reworking test methodologies at Alcatel-Lucent
• 10+ years as a test manager
• Presenter at STAREast, STARWest, Let’s Test,
EuroSTAR and CAST
• Keynote at KWSQA conference in 2012
• Facilitator at 35+ peer conferences and workshopsFacilitator at 35 peer conferences and workshops
• Teacher of S/W testing for the past 5 years
• Teacher of Rapid Software Testing
– through Satisfice (James Bach): www.satisfice.com
• Military Helicopter pilot – Canadian Sea Kings
April, 2013 ©2013 Testing Thoughts 2
2
Attributions
• Over the past 10 years I have spoken with many
people regarding Software Testing I cannotpeople regarding Software Testing. I cannot
directly attribute any specific aspects of this talk
to any individual but all of these people (and
more) have influenced my opinions and thoughts
on metrics:
– Cem Kaner, James Bach, Michael Bolton, RossCem Kaner, James Bach, Michael Bolton, Ross
Collard, Doug Hoffman, Scott Barber, John Hazel,
Eric Proegler, Dan Downing, Greg McNelly, Ben
Yaroch
April, 2013 ©2013 Testing Thoughts 3
Elements of Bad Metrics
1. Measure and/or compare elements that are
inconsistent in size or compositioninconsistent in size or composition
– Impossible to effectively use for comparison
– How many containers do you need for your
possessions?
– Test Cases and Test StepsTest Cases and Test Steps
• Greatly vary in time required and complexity
– Bugs
• Can be different severity, likelihood - i.e.: risk
April, 2013 ©2013 Testing Thoughts 4
3
Elements of Bad Metrics
2. Create competition between individuals
and/or teamsand/or teams
– They typically do not result in friendly competition
– Inhibits sharing of information and teamwork
– Especially damaging if compensation is impacted
– Number of xxxx per tester
– Number of xxxx per feature
April, 2013 ©2013 Testing Thoughts 5
Elements of Bad Metrics
3. Easy to “game” or circumvent the desired
intentionintention
– Easy to be improved by undesirable behaviour
– Pass rate (percentage): Execute more simple
tests that will pass or break up a long test case
into many smaller ones
– Number of bugs raised: Raising two similar bug
reports instead of combining them
April, 2013 ©2013 Testing Thoughts 6
4
Elements of Bad Metrics
4. Contain misleading information or gives a
false sense of completenessfalse sense of completeness
– Summarizing a large amount of information
into one or two numbers out of context
Coverage (Code Path)– Coverage (Code, Path)
• Misleading information based on touching the code
once
– Pass rate and number of test cases
April, 2013 ©2013 Testing Thoughts 7
Impact of Using Bad
Metrics
• Promotes bad behaviour:
Testers may create more smaller test cases instead of− Testers may create more smaller test cases instead of
creating test cases that make sense
− Execution of ineffective testing to meet requirements
− Artificially creating higher numbers instead of doing
what makes sense
− Creation of tools that will mask inefficiencies (e.g.: lab
equipment usage)
− Time wasted improving the “numbers” instead of
improving the testing
April, 2013 ©2013 Testing Thoughts 8
5
Impact of Using Bad
Metrics
• Gives Executives a false sense of test coverage
– All they see is numbers out of contexty
– The larger the numbers the better the testing
– The difficulty of good testing is hidden by large “fake”
numbers
• Dangerous message to Executives
– Our pass rate is at 96% so our product is in good
shape
Code co erage is at 100% o r code is completel– Code coverage is at 100% - our code is completely
tested
– Feature specification coverage is at 100% - Ship it!!!
• What could possibly go wrong?
April, 2013 ©2013 Testing Thoughts 9
So … Now what?
• I have to stop counting everything. I feel
k d d dnaked and exposed.
• Track expected effort instead of tracking
test cases using:
Whiteboard– Whiteboard
– Excel spreadsheet
April, 2013 ©2013 Testing Thoughts 10
6
Whiteboard
• Used for planning and tracking of test
executionexecution
• Suitable for use in waterfall or agile (as long
as you have control over your own team’s
process)
• Use colours to track:
F– Features, or
– Main Areas, or
– Test styles (performance, robustness, system)
April, 2013 ©2013 Testing Thoughts 11
Whiteboard
• Divide the board into four areas:
– Work to be done (divided into two sections)Work to be done (divided into two sections)
– Work in Progress
– Cancelled or Work not being done
– Completed work
• Red stickies indicate issues (not just bugs)
• Create a sticky note for each half day of work (or
mark # of half days expected on the sticky note)
• Prioritize stickies daily (or at least twice/wk)
• Finish “on-time” with low priority work incomplete
April, 2013 ©2013 Testing Thoughts 12
7
Sticky Notes
• All of these items are optional – add your ownp y
elements
Use what makes sense to your situation
– Charter Title (or Test Case Title)
– Estimated Effort
– Feature area
Tester name– Tester name
– Date complete
– Effort (# of sessions or half days of work)
• Initially, estimated -> replace with actual
April, 2013 ©2013 Testing Thoughts 13
Actual Sample Sticky
Charter TitleCharter Title
Tester
AreaArea
Effort
April, 2013 ©2013 Testing Thoughts 14
8
Whiteboard Example
End of week 1
Out of 7 weeks
April, 2013 ©2013 Testing Thoughts 15
Whiteboard
• Consider adding a dotted line across the
W k t b D tiWork to be Done section.
• Items below the line are likely not going to
be executed before time expires
• Not all tests can be executed
Allows for prioritization so the right tests• Allows for prioritization so the right tests
get executed
April, 2013 ©2013 Testing Thoughts 16
9
Whiteboard Example
End of week 6
Out of 7 weeks
April, 2013 ©2013 Testing Thoughts 17
Reporting
• An Excel Spreadsheet with:
– List of Charters
– Area
– Estimated Effort
– Expended Effort
– Remaining Effort
– Tester(s)
– Start Date
– Completed DateCo p e ed a e
– Issues
– Comments
• Does NOT include pass/fail percentage or number of
test cases
April, 2013 ©2013 Testing Thoughts 18
10
Sample Report
Charter Area
Estimated
Effort
Expended
Effort
Remaining
Effort Tester Date Started
Date
Completed
Issues
Found Comments
Investigation for high QLN spikes on EVLT
H/W
Performance 0 20 0 acode 12/10/2011 01/14/2012
ALU01617
032
Lots of investigation. Problem was on 2-3 out of
48 ports which just happened to be 2 of the 6
ports I tested.
ARQ Verification under different RA Modes ARQ 2 2 0 ncowan 12/14/2011 12/15/2011
POTS interference ARQ 2 0 0 --- 01/08/2012 01/08/2012
Decided not to test as the H/W team already
tested this functionality and time was tight.
Expected throughput testing ARQ 5 5 0 acode 01/10/2012 01/14/2012
INP vs. SHINE ARQ 6 6 0 ncowan 12/01/2011 12/04/2011
To translate the files properly had to install
April, 2013 ©2013 Testing Thoughts 19
INP vs. REIN ARQ 6 7 5 jbright 01/06/2012 01/10/2012
To translate the files properly, had to install
Python solution from Antwerp. Some overhead
to begin testing (installation, config test) but was
fairly quick to execute afterwards
INP vs. REIN + SHINE ARQ 12 12
Traffic delay and jitter from RTX ARQ 2 2 0 ncowan 12/05/2011 12/05/2011
Attainable Throughput ARQ 1 4 0 jbright 01/05/2012 01/08/2012
Took longer because was not behaving as
expected and I had to make sure I was testing
correctly. My expectations were wrong based
on virtual noise not being exact.
Weekly Report
• A PowerPoint slide indicating the important
issues (not a count but a list)issues (not a count but a list)
– “Show stopping” bugs
– New bugs found since last report
– Important issues with testing (blocking bugs,
equipment issues, people issues, etc.)
Risks (updates and newly discovered)– Risks (updates and newly discovered)
– Tester concerns (if different from above)
– The slide on the next page indicating progress
April, 2013 ©2013 Testing Thoughts 20
11
Sample Report
90
"Awesome Product" Test Progress as of 02/01/2012
Original Planned
Effort
30
40
50
60
70
80
ort(personhalfdays)
Effort
Expended Effort
Total Expected Effort
Direction of lines indicates
effort trend since last report
Solid centre bar=finished
Green: No concerns
Yellow: Some concerns
Red: Major concerns
April, 2013 ©2013 Testing Thoughts 21
0
10
20
ARQ SRA Vectoring Regression H/W Performance
Effo
Feature
April, 2013 ©2013 Testing Thoughts 22

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Agile Test Management and Reporting—Even in a Non-Agile Project

  • 1.       rent Session    Presented by:  Paul Holland  Te s      Brought to you by:      340 Corporate Way, Suite   Orange Park, FL 32073  888‐2 T9  Concur 4/8/2014    2:00 PM          “Agile Test Management and Reporting‐  Even in a Non‐Agile Project”      sting Thought             300, 68‐8770 ∙ 904‐278‐0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com 
  • 2. Paul Holland Testing Thoughts   An independent software test consultant and teacher, Paul Holland has more than sixteen years of hands-on testing and test management experience, primarily at Alcatel-Lucent where he led a transformation of the testing approach for two product divisions, making them more efficient and effective. As a test manager and tester, Paul focused on exploratory testing, test automation, and improving testing techniques. For the past five years, he has been consulting and delivering training within Alcatel-Lucent and externally to companies such as Intel, Intuit, Progressive Insurance, HP, RIM, and General Dynamics. Paul teaches the Rapid Software Testing course for Satisfice. For more information visit testingthoughts.com.
  • 3. 1 Agile Test Management and Reporting – Even in a non-Agile Project Paul Holland Consulting Tester and Teacher at Testing Thoughts My Background • Independent S/W Testing consultant since Apr 2012 • 16+ years testing telecommunications equipmenty g q p and reworking test methodologies at Alcatel-Lucent • 10+ years as a test manager • Presenter at STAREast, STARWest, Let’s Test, EuroSTAR and CAST • Keynote at KWSQA conference in 2012 • Facilitator at 35+ peer conferences and workshopsFacilitator at 35 peer conferences and workshops • Teacher of S/W testing for the past 5 years • Teacher of Rapid Software Testing – through Satisfice (James Bach): www.satisfice.com • Military Helicopter pilot – Canadian Sea Kings April, 2013 ©2013 Testing Thoughts 2
  • 4. 2 Attributions • Over the past 10 years I have spoken with many people regarding Software Testing I cannotpeople regarding Software Testing. I cannot directly attribute any specific aspects of this talk to any individual but all of these people (and more) have influenced my opinions and thoughts on metrics: – Cem Kaner, James Bach, Michael Bolton, RossCem Kaner, James Bach, Michael Bolton, Ross Collard, Doug Hoffman, Scott Barber, John Hazel, Eric Proegler, Dan Downing, Greg McNelly, Ben Yaroch April, 2013 ©2013 Testing Thoughts 3 Elements of Bad Metrics 1. Measure and/or compare elements that are inconsistent in size or compositioninconsistent in size or composition – Impossible to effectively use for comparison – How many containers do you need for your possessions? – Test Cases and Test StepsTest Cases and Test Steps • Greatly vary in time required and complexity – Bugs • Can be different severity, likelihood - i.e.: risk April, 2013 ©2013 Testing Thoughts 4
  • 5. 3 Elements of Bad Metrics 2. Create competition between individuals and/or teamsand/or teams – They typically do not result in friendly competition – Inhibits sharing of information and teamwork – Especially damaging if compensation is impacted – Number of xxxx per tester – Number of xxxx per feature April, 2013 ©2013 Testing Thoughts 5 Elements of Bad Metrics 3. Easy to “game” or circumvent the desired intentionintention – Easy to be improved by undesirable behaviour – Pass rate (percentage): Execute more simple tests that will pass or break up a long test case into many smaller ones – Number of bugs raised: Raising two similar bug reports instead of combining them April, 2013 ©2013 Testing Thoughts 6
  • 6. 4 Elements of Bad Metrics 4. Contain misleading information or gives a false sense of completenessfalse sense of completeness – Summarizing a large amount of information into one or two numbers out of context Coverage (Code Path)– Coverage (Code, Path) • Misleading information based on touching the code once – Pass rate and number of test cases April, 2013 ©2013 Testing Thoughts 7 Impact of Using Bad Metrics • Promotes bad behaviour: Testers may create more smaller test cases instead of− Testers may create more smaller test cases instead of creating test cases that make sense − Execution of ineffective testing to meet requirements − Artificially creating higher numbers instead of doing what makes sense − Creation of tools that will mask inefficiencies (e.g.: lab equipment usage) − Time wasted improving the “numbers” instead of improving the testing April, 2013 ©2013 Testing Thoughts 8
  • 7. 5 Impact of Using Bad Metrics • Gives Executives a false sense of test coverage – All they see is numbers out of contexty – The larger the numbers the better the testing – The difficulty of good testing is hidden by large “fake” numbers • Dangerous message to Executives – Our pass rate is at 96% so our product is in good shape Code co erage is at 100% o r code is completel– Code coverage is at 100% - our code is completely tested – Feature specification coverage is at 100% - Ship it!!! • What could possibly go wrong? April, 2013 ©2013 Testing Thoughts 9 So … Now what? • I have to stop counting everything. I feel k d d dnaked and exposed. • Track expected effort instead of tracking test cases using: Whiteboard– Whiteboard – Excel spreadsheet April, 2013 ©2013 Testing Thoughts 10
  • 8. 6 Whiteboard • Used for planning and tracking of test executionexecution • Suitable for use in waterfall or agile (as long as you have control over your own team’s process) • Use colours to track: F– Features, or – Main Areas, or – Test styles (performance, robustness, system) April, 2013 ©2013 Testing Thoughts 11 Whiteboard • Divide the board into four areas: – Work to be done (divided into two sections)Work to be done (divided into two sections) – Work in Progress – Cancelled or Work not being done – Completed work • Red stickies indicate issues (not just bugs) • Create a sticky note for each half day of work (or mark # of half days expected on the sticky note) • Prioritize stickies daily (or at least twice/wk) • Finish “on-time” with low priority work incomplete April, 2013 ©2013 Testing Thoughts 12
  • 9. 7 Sticky Notes • All of these items are optional – add your ownp y elements Use what makes sense to your situation – Charter Title (or Test Case Title) – Estimated Effort – Feature area Tester name– Tester name – Date complete – Effort (# of sessions or half days of work) • Initially, estimated -> replace with actual April, 2013 ©2013 Testing Thoughts 13 Actual Sample Sticky Charter TitleCharter Title Tester AreaArea Effort April, 2013 ©2013 Testing Thoughts 14
  • 10. 8 Whiteboard Example End of week 1 Out of 7 weeks April, 2013 ©2013 Testing Thoughts 15 Whiteboard • Consider adding a dotted line across the W k t b D tiWork to be Done section. • Items below the line are likely not going to be executed before time expires • Not all tests can be executed Allows for prioritization so the right tests• Allows for prioritization so the right tests get executed April, 2013 ©2013 Testing Thoughts 16
  • 11. 9 Whiteboard Example End of week 6 Out of 7 weeks April, 2013 ©2013 Testing Thoughts 17 Reporting • An Excel Spreadsheet with: – List of Charters – Area – Estimated Effort – Expended Effort – Remaining Effort – Tester(s) – Start Date – Completed DateCo p e ed a e – Issues – Comments • Does NOT include pass/fail percentage or number of test cases April, 2013 ©2013 Testing Thoughts 18
  • 12. 10 Sample Report Charter Area Estimated Effort Expended Effort Remaining Effort Tester Date Started Date Completed Issues Found Comments Investigation for high QLN spikes on EVLT H/W Performance 0 20 0 acode 12/10/2011 01/14/2012 ALU01617 032 Lots of investigation. Problem was on 2-3 out of 48 ports which just happened to be 2 of the 6 ports I tested. ARQ Verification under different RA Modes ARQ 2 2 0 ncowan 12/14/2011 12/15/2011 POTS interference ARQ 2 0 0 --- 01/08/2012 01/08/2012 Decided not to test as the H/W team already tested this functionality and time was tight. Expected throughput testing ARQ 5 5 0 acode 01/10/2012 01/14/2012 INP vs. SHINE ARQ 6 6 0 ncowan 12/01/2011 12/04/2011 To translate the files properly had to install April, 2013 ©2013 Testing Thoughts 19 INP vs. REIN ARQ 6 7 5 jbright 01/06/2012 01/10/2012 To translate the files properly, had to install Python solution from Antwerp. Some overhead to begin testing (installation, config test) but was fairly quick to execute afterwards INP vs. REIN + SHINE ARQ 12 12 Traffic delay and jitter from RTX ARQ 2 2 0 ncowan 12/05/2011 12/05/2011 Attainable Throughput ARQ 1 4 0 jbright 01/05/2012 01/08/2012 Took longer because was not behaving as expected and I had to make sure I was testing correctly. My expectations were wrong based on virtual noise not being exact. Weekly Report • A PowerPoint slide indicating the important issues (not a count but a list)issues (not a count but a list) – “Show stopping” bugs – New bugs found since last report – Important issues with testing (blocking bugs, equipment issues, people issues, etc.) Risks (updates and newly discovered)– Risks (updates and newly discovered) – Tester concerns (if different from above) – The slide on the next page indicating progress April, 2013 ©2013 Testing Thoughts 20
  • 13. 11 Sample Report 90 "Awesome Product" Test Progress as of 02/01/2012 Original Planned Effort 30 40 50 60 70 80 ort(personhalfdays) Effort Expended Effort Total Expected Effort Direction of lines indicates effort trend since last report Solid centre bar=finished Green: No concerns Yellow: Some concerns Red: Major concerns April, 2013 ©2013 Testing Thoughts 21 0 10 20 ARQ SRA Vectoring Regression H/W Performance Effo Feature April, 2013 ©2013 Testing Thoughts 22