Chapter 5 • 335 minutes
Managing the Test Activities
Planning, estimating, prioritizing and controlling testing; risk-based testing; entry/exit criteria; configuration management; defect management; communicating progress.
5.1 Test Planning
Purpose and Content of a Test Plan
A test plan documents the approach, resources, schedule and risks for a test effort. Typical contents: context, stakeholders, communication, risk register, test approach, budget, schedule, entry/exit criteria, deliverables.
Tester's Contribution to Iteration / Release Planning
- Identifying and prioritizing risks
- Clarifying user stories and acceptance criteria (Three Amigos)
- Estimating testing effort
- Identifying needed test environments and data
Entry and Exit Criteria
Entry criteria define the preconditions for starting a test activity (e.g. testware ready, environment available). Exit criteria define when a test activity can be considered complete (e.g. coverage achieved, risks mitigated, no high-severity defects open).
Test Estimation Techniques
- Ratio / metrics-based — using past project data.
- Extrapolation — basing estimates on similar past activities.
- Wideband Delphi / Planning Poker — expert estimation by consensus.
- Three-point estimation — optimistic, most likely, pessimistic.
Test Case Prioritization
- Risk-based — priority by risk level.
- Coverage-based — by maximizing coverage.
- Requirements-based — by importance of requirements.
Test Pyramid & Testing Quadrants
Test pyramid (Mike Cohn): many fast unit tests at the base, fewer integration tests, very few slow UI/E2E tests at the top. Testing quadrants (Brian Marick / Lisa Crispin) classify tests by business-vs-technology facing and supporting-team-vs-critiquing-product.
5.2 Risk Management
Risk = combination of likelihood × impact. Product risks relate to the test object (failures, missing features, poor quality). Project risks relate to the project's management and control (delays, supplier issues, staff turnover).
Risk-Based Testing
Uses risk analysis to focus testing on the most important areas — affects test selection, prioritization, depth and timing.
Risk Activities
- Risk identification
- Risk assessment / analysis (likelihood × impact)
- Risk mitigation (response: mitigate, contingency, accept, transfer)
- Risk monitoring
5.3 Test Monitoring, Control and Completion
Test monitoring gathers information to compare actual progress against the plan. Test control takes corrective action. Common metrics: test case status, defect metrics, coverage, schedule, cost.
Test Reports
- Test progress reports — periodic, status of the test effort.
- Test summary reports — issued at end of a test phase / project.
5.4 Configuration Management
Configuration management establishes and maintains integrity of work products. For testing it ensures:
- All test items are uniquely identified and version controlled.
- Testware references the correct version of the test object.
- Changes are traceable.
5.5 Defect Management
Defects found during testing should be investigated, classified and reported. Typical defect report contents:
- Unique identifier, title, status, severity, priority
- Date, author, version of test object
- Description, steps to reproduce, expected vs actual results
- Logs, screenshots, environment details
- References to test case / requirement
- Recommendations and conclusions