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Some Pointers to Planning

test management
A common theme that I have come across when coming onto client sites is that people cannot tell me why they are testing what they are. If I am lucky, the reply is that it is identified in the Test Plan. When I look at the Test Plan however, I tend get 20 to 30 pages of hard work that still does not tell me what and why people are testing.

Now I am not planning on re-analysing the IEEE 829 template test plan. This is a great document and can assist greatly. However I want to look at the overall purpose and necessity to plan. Regardless of the overall development methodology, e.g. SCRUM or Waterfall, some time needs to be spent defining the approach to testing.

All good development starts off with a plan, whether that is a story board within Agile or detailed specifications in the highly formalised project, the same applies to testing. To do good, relevant and appropriate testing requires some careful thinking. Good questions to ask and to try to define are:

• What is the system I am testing?
This relates to the software, the infrastructure and any related systems/applications. Try drawing a schematic of the system you will be testing, showing what software will sit on which piece of hardware and how these connect to other applications.
• How am I going to test this?
What approach am I going to use? Am I using exploratory testing, test driven design, validation or any other approach or mix of approaches. This can help highlight issues around having the right resources to support the activities, including people and skills.
• What is the purpose of my testing?
Am I trying to ensure that this safety critical system is fit to fly? Is to confirm that an application is stable enough to go for a demo somewhere? More fundamentally, what do my customers, the business, require from me? Depending on the response to this will determine the depth and rigour required.
• What will I test for?
By answering the questions above and then using whatever knowledge of the system is available, you can start to highlight key areas that need testing. This could start as a list of key risk areas, features, scenarios or even test techniques (e.g. I know I need to do some performance testing, but I don’t know quite what I need testing yet).

By answering these questions and communicating them to others, significant improvements can made very rapidly in clarifying and defining clearly to all the stakeholders what testing is required and why.

Deeper Problem

Hi and thanks for the response. I agree with David that this should be done repeatedly. The problem is that it appears to be rarely done consciously at any point, let alone at the start.

As to IEE829... I agree that using it without thought is useless and a huge waste of time. As I eluded to in my article, it is all too often filled in without tackling the fundamental questions. However I must disagree that this is a pointless document. I have been using it since 1995 and it works! It has helped structure and define the testing in many successful projects (flight safety critical to Dot Com start-ups). The two key uses have been to help structure the thoughts of the people designing and running the testing and to demonstrate to others that due consideration has been taken.

Stevan Zivanovic

IEEE-829 - not great, but not quite an embarrassment

I wouldn't say IEEE-829 is an embarrassment. It's not perfect, but I think it's a good starting point. I use a modified version of it when I start my test planning, and I find that it provokes many good questions and information-gathering activities.

But IEEE-829 is not the end of planning, either. Far from it. As you said, it's overly simplistic (and a bit schizophrenic). And that's what I think Stevan Zivanovic is getting at: that additional questions need to be asked.

(Topic for another time... what would you replace IEEE-829 with? And if that document contained many of the same elements of IEEE-829, would you still call it an embarrassment?)

Re: questions

Stevan,
I like the questions and they are always a good starting point. If you are asking these sorts of questions then they are a great way to start ensuring you are in a thinking space.
However why only limit this to the pre planning phase. I ask these sorts of questions all the time, at each phase of execution, at each phase of planning or creating charters for exploratory sessions and in retrospectives in the past tense to critically check the thinking applied and the testing done.
Like James Bach, I am not a fan of the IEEE 829 document, just because it is a standard does not always make it appropriate or good. A standard applied with out thinking can be a dangerous thing.

Neill McCarthy
"Agile Testers of the World UNIT !"

The Deeper Problem

I think the underlying problem here is in your assertion that the IEEE-829 template is a "great document". You can't be serious. How much baloney is enough for you? IEEE-829 is an embarassment to our craft. We should be ashamed of it. It represents an oversimplification of the testing problem that has discouraged thousands of testers from learning how to plan testing in a thoughtful way.

Why do we put up with it? My answer is that I don't put up with it. I haven't tried to use it since 1990. I suggest that no one else use it either.

You don't really mean it's "great" do you?

-- James

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