How To Prepare A Good Test Strategy Document: Step #1: Scope and Overview

A Test Strategy is a plan for defining an approach to the Software Testing Life Cycle (STLC).
It
guides QA teams to define Test Coverage and testing scope.
It helps Test managers to get a clear state of the project at any point. The chances of missing any
test activity are very low when there is a proper test strategy in place.
Test execution without any plan rarely works. I know teams who write strategy documents but never
refer back them while test execution. The Testing Strategy plan must be discussed with the whole
team so that the team will be consistent with its approach and responsibilities.
In tight deadlines, you can’t just waive any testing activity due to time pressure. It must at-least go
through a formal process before doing so.
In simple terms, the test strategy contains the following information:
How to use testing for managing project and product risks?
How to divide the testing process into different test levels?
What are the high-level testing activities?
Which testing strategy should be used in which situation? Strategies can differ based on project
requirements like regulatory requirements, risk levels, and different methodologies of software
development.
General test entry and test exit conditions
The activities and processes mentioned in the Test Strategy should be aligned with the
organization's Test Policy.
Test strategy VS Test Plan
There is great confusion about Test Plan and Test Strategy documents. A different organization has
its unique processes and standards to manage these documents. For example, some organization
includes test strategy facts in Test Plan itself while some organization includes strategy as a
subsection within the testing plan.
● In the Test Plan, test focus and project scope are defined. It deals with test coverage,
scheduling, features to be tested, features not to be tested, estimation, and resource management.
● Test strategy is a guideline to be followed to achieve the test objective and execution of test
types mentioned in the testing plan. It deals with test objective, test environment, test approach,
automation tools and strategy, contingency plan, and risk analysis
How to prepare a good test strategy document
Step #1: Scope And Overview

Project overview along with information on who should use this document. Also, include details like
who will review and approve this document. Define testing activities and phases to be carried out
with timelines with respect to overall project timelines defined in the test plan.
Step #2: Test Approach

Define the testing process, level of testing, roles, and responsibilities of every team member.For
every test type defined in the Test plan (For Example, Unit, Integration, System, Regression,
Installation/Uninstall, Usability, Load, Performance, and Security testing) describe why it should be
conducted along with details like when to start, test owner, responsibilities, testing approach and
details of automation strategy and tool if applicable.
In test execution, there are various activities like adding new defects, defect triage, defect
assignments, re-testing, regression testing, and finally test sign-off. You must define the exact steps
to be followed for each activity. You can follow the same process that worked for you in your
previous test cycles.
A Vision presentation of all these activities including a number of testers and who will work on what
activities would be very helpful to quickly understand the roles and responsibilities of the team.
For example, the defect management cycle – mention the process to log the new defect. Where to
log in, how to log new defects, what should be the defect status, who should do defect triage, whom
to assign defects after triage etc.
Step #3: Test Environment

The test environment setup should outline information about the number of environments and the
required setup for each environment. For example, one test environment for the functional test team
and another for the UAT team.
Define the number of users supported in each environment, access roles for each user, software and
hardware requirements like operating system, memory, free disk space, number of systems, etc.
Defining test data requirements is equally important. Provide clear instructions on how to create test
data (either generate data or use production data by masking fields for privacy).
Define test data backup and restore strategy. The test environment database may run into problems
due to unhandled conditions in the code. I remember the problems we faced on one of the projects
when there was no database backup strategy defined and we lost all the data due to code issues.
Backup and restore process should define who will take backups when to take a backup, what to
include in backup when to restore the database, who will restore it and the data masking steps to be
followed if the database is restored.
Step #4: Testing Tools
Define test management and automation tools required for test execution. For performance, load,
and security testing, describe the test approach and tools required. Mention whether it is an open
source or commercial tool and how many users are supported on it and plan accordingly.
Step #5: Release Control

As mentioned in our UAT article, unplanned release cycles can result in different software versions
in test and UAT environments. The release management plan with proper version history will ensure
test execution of all modifications in that release.
For example,
Step #6: Risk Analysis

List all the risks that you envision. Provide a clear plan to mitigate these risks and a contingency plan
in case you see these risks in reality.
Step #7: Review And Approvals

When all these activities are defined in the test strategy plan, they need to be reviewed for sign-off
by all entities involved in project management, business team, development team, and system
administration (or environment management) team.
A summary of the review changes should be tracked at the beginning of the document along with the
approver's name, date, and comment. Also, it’s a living document meaning this should be
continuously reviewed and updated with testing process enhancements.
Simple Tips to Write a Test Strategy Document
1. include product background in the test strategy document. Answer the first paragraph
of your test strategy document – Why do stakeholders want to develop this project? This
will help us understand and prioritize things quickly.
2. List all the important features you are going to test. If you think some features are not
a part of this release then mention those features under the “Features not to be tested”
label.
3. Write down a test approach for your project. Clearly, mention what type of testing you
are going to conduct. i.e., Functional testing, UI testing, Integration testing, Load/Stress
testing, Security testing, etc.
4. Answer questions like how you are going to perform functional testing? Manual or
automation testing? Are you going to execute all the test cases from your test
management tool?
5. Which bug tracking tool are you going to use? What will be the process when you find
a new bug?
6. What are your test entry and exit criteria?
7. How will you track your testing progress? What metrics are you going to use for
tracking test completion?
8. Task distribution – Define the roles and responsibilities of each team member.
9. What documents will you produce during and after the testing phase?
10. What risks do you see in Test completion?

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A Test Strategy is a plan for defining an approach to the Software Testing Life Cycle (STLC).

How to prepare a good test strategy document

Step #1: Scope And Overview

Step #2: Test Approach

Step #3: Test Environment

Step #5: Release Control

Step #6: Risk Analysis

Step #7: Review And Approvals

Simple Tips to Write a Test Strategy Document

6. What are your test entry and exit criteria?

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