Tips & Templates For Test Managers Tony Simms MBCS CITP www.roque.co.uk

Introduction This session covers a number of templates that I have adapted over the years from work done by others, … for their effort I am very grateful.

This session covers a number of templates that I have adapted over the years from work done by others, … for their effort I am very grateful.

“ About the most originality that any writer can hope to achieve honestly, is to steal with good judgment.” Josh Billings

Introduction Templates are NOT brain transplants Read, Understand, Adapt and Review Cut and Paste with care Keep a master – Work on a copy Save regularly Get independent review before issue

Templates are NOT brain transplants

Read, Understand, Adapt and Review

Cut and Paste with care

Keep a master – Work on a copy

Save regularly

Get independent review before issue

Introduction These templates will follow the major stages of a test project (but very quickly!): Test Strategy Estimating Test Effort & Resource Reporting & Tracking Test Milestones Daily (weekly) Test Progress Reporting End of Testing Report

These templates will follow the major stages of a test

project (but very quickly!):

Test Strategy

Estimating Test Effort & Resource

Reporting & Tracking Test Milestones

Daily (weekly) Test Progress Reporting

End of Testing Report

Test Strategy The Test Strategy is your chance to set the tone of your ‘reign’. The ‘Test Strategy’ requires you to: Get ‘buy in’ from all major stakeholders Read all the relevant documentation Ensure that the approach fits the needs of the project Address both IT and Business requirements Email [email_address] to request a copy of the template in word format

The Test Strategy is your chance to set the tone of your ‘reign’. The ‘Test Strategy’ requires you to:

Get ‘buy in’ from all major stakeholders

Read all the relevant documentation

Ensure that the approach fits the needs of the project

Address both IT and Business requirements

Test Strategy The supplied template covers: Scope Testing Requirements Test Rationale Test Phases, Activities and Sign Offs Acceptance Criteria Team Structure Test Environments Test Reporting Risks and Assumptions Test Deliverables (Work Products)

The supplied template covers:

Scope

Testing Requirements

Test Rationale

Test Phases, Activities and Sign Offs

Acceptance Criteria

Team Structure

Test Environments

Test Reporting

Risks and Assumptions

Test Deliverables (Work Products)

“ I cannot discover that anyone knows enough to say definitely what is and what is not possible.” Henry Ford

“ I cannot discover that anyone knows enough to say definitely what is and what is not possible.”

Henry Ford

Estimating Test Effort & Resource Test estimation is a black art Past Experience More valuable if a similar project within the same organisation. Works best where there are detailed records from previous work. Similar Components – Industry Published Data Data hard to come by, but can be useful. Develop contacts via conferences etc. Configurable Estimation Formula The template supplied with this presentation allows for variables to be used to estimate required time and effort. Email [email_address] to request a copy of the template in excel format

Test estimation is a black art

Past Experience

More valuable if a similar project within the same organisation. Works best where there are detailed records from previous work.

Similar Components – Industry Published Data

Data hard to come by, but can be useful. Develop contacts via conferences etc.

Configurable Estimation Formula

The template supplied with this presentation allows for variables to be used to estimate required time and effort.

Estimating Test Effort & Resource Test estimation should take into consideration the following: Complexity of components and/or change Number of components Preparation, Documentation, Review, Reporting Setup and maintenance time Number of development releases or cycles Number of test phases Number and capability of resources Contingency for error, re-work and ‘poor soldering’

Test estimation should take into consideration the following:

Complexity of components and/or change

Number of components

Preparation, Documentation, Review, Reporting

Setup and maintenance time

Number of development releases or cycles

Number of test phases

Number and capability of resources

Contingency for error, re-work and ‘poor soldering’

“ Why a four-year-old child could understand this report. Run out and find me a four-year-old child.” Groucho Marx

“ Why a four-year-old child could understand this report. Run out and find me a four-year-old child.”

Groucho Marx

Daily (weekly) Test Progress Reporting Simple, easy to complete daily or weekly report forms make it easy to show project managers the progress and trends in testing. The attached template reports on: Progress, Issues and Actions Test run rate for scripts and steps Script pass and fail rates Issues raised and closed Email [email_address] to request a copy of the templates

Simple, easy to complete daily or weekly report forms make it easy to show project managers the progress and trends in testing. The attached template reports on:

Progress, Issues and Actions

Test run rate for scripts and steps

Script pass and fail rates

Issues raised and closed

Reporting & Tracking Test Milestones Keeping track of progress towards test milestones requires understanding the ‘whys’ as well as the ‘whats’. Progress trends towards milestones Issues and Actions

Keeping track of progress towards test milestones requires understanding the ‘whys’ as well as the ‘whats’.

Progress trends towards milestones

Issues and Actions

End of Testing Report The attached template gives a framework which can be used to detail the results of the testing. It covers; The executive summary Detailed reporting of Environments used Tests run Requirements covered Issues raised Impact assessment Issue resolution Exit and Entry Criteria

The attached template gives a framework which can be used to detail the results of the testing. It covers;

The executive summary

Detailed reporting of

Environments used

Tests run

Requirements covered

Issues raised

Impact assessment

Issue resolution

Exit and Entry Criteria

“ Insight, I believe, refers to the depth of understanding that comes by setting experiences, yours and mine, familiar and exotic, new and old, side by side, learning by letting them speak to one another.” Mary Bateson

“ Insight, I believe, refers to the depth of understanding that comes by setting experiences, yours and mine, familiar and exotic, new and old, side by side, learning by letting them speak to one another.”

Mary Bateson