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What is Test Strategy? How to Create it?

What is Test Strategy?


A test strategy is a document that outlines the approach, objectives, and processes for testing a system or application. It is an important part of any software development project, as it helps to ensure that the right tests are performed and that the tests are conducted in the most efficient and effective manner possible. A test strategy typically includes topics such as the overall testing approach, the types and levels of testing to be performed, the test tools to be used, the responsibilities of the test team, and the timelines and milestones for the testing process. It is important to create a test strategy before any testing begins, as this document serves as a guide and roadmap for the entire testing effort.


When it comes to ensuring that the software is of high quality, it should be no surprise that establishing a well-articulated test plan is helpful. A great number of websites are devoted to the topic, and there are fundamental guidelines that one must adhere to while approaching a test method.


Additionally, it should assist in identifying areas in which extra testing could be necessary. The ability to effectively write a test plan only comes with experience for testers. When a good test strategy is designed, the likelihood of skipping any test activity is thereby reduced to an extremely low level.



All-Inclusive Testing Strategies

To guarantee consistent data flow across all possible user interactions, an application has to be thoroughly tested from start to finish, a process known as "end-end testing."


Testers should constantly be assured that the End to End Test Strategies includes all a client requires and, at times, may even go one step beyond than necessary to offer them a product that meets their expectations.


This article will explain what can be included in a test methodology, what we ignore when establishing a test strategy, and how to construct a test strategy that will work for your project. It will also discuss what we overlook when building a test strategy.


Developing Comprehensive Test Strategy

Test strategy document states the key goals and objectives that require to be accomplished and the core measures leveraged to enable and implement testing objectives into reality.


1) Define Testing Scope: The test strategy paper's opening section is titled "Scope and Overview." The overview of any product contains details regarding who should use, approve of, and examine the document. The test plan paper also described the testing procedures and stages that needed approval.

Guidelines about who should use this page and a summary of the project.

  • Including details like the person(s) who will review and authorize the material.

  • Specify the testing procedures that will be used and the schedules that will be adhered to in connection to the project's overall timeframes, as indicated in the testing phase.

2) Enable Testing Approach: The following module in the test strategy document is testing methodology, which is used to specify the degrees of testing, testing methods, roles, and obligations of all team members. The testing approach also involves the change management process, which entails the submission of modification requests and the use of patterns and activities to handle requests. Above all, improperly establishing the test plan document could lead to mistakes or blunders in the future. The following details are specified using this module:

Define each team member's position, responsibilities, and testing method.

  • Explain the need for each test type listed in the test plan (such as unit, integration, system, regression, installation/uninstallation, usability, load, performance, and security testing), as well as specifics like the start date, test owner, roles, testing methodology, and automation strategy and tool information (if applicable).

3) Craft Testing Environments: The test strategy paper also includes a part called Testing Environment Specification. We all know how significant it is to specify the test data requirements. As an outcome, the test strategy document's testing setting and specification comprise of inclusive instructions on generating test data. The number of environments and the necessary configuration are both detailed in this module. The methods for backup and restoration are both crucial.

The test environment setup should include details regarding the number of environments and the configuration requirements for each environment.

  • For instance, the UAT team might use one testing environment while the functional test team uses another.

  • Specify the number of users each environment can handle, the access rights for each user, and the necessary operating system, RAM, free disc space, and several systems.

4) Testing Tools for Specific Execution: The test strategy document's section on testing tools is crucial since it covers all the details on the test management and automation technologies needed for test execution. The specifics of the open-source or commercial tool and the number of people it can handle determine the methodologies and tools required for security, performance, and load testing.

Define the automation and test management technologies used to run the tests.

  • Explain the test methodology and equipment required for performance, load, and security testing.

  • Mention the product's open-source or commercial status and the number of people it can hold, and make the necessary preparations.

5) Test Planning and Releases: A key element of the test plan document is release control. It is employed to guarantee that test execution and release management procedures are set up in an organized manner. It details the following details:

  • Unplanned release cycles may lead to varying software versions being used in test and user acceptance testing settings.

  • Utilizing the release management technique, which incorporates an accurate version history, all modifications in that release will be tested.

  • Create a build management process that provides answers to issues like where to make fresh builds available, where to deploy them when they are ready, where to get production builds, who will approve a production release, and other issues.

6) Resource Allocation & Responsibilities: To put it another way, it details the steps that will be taken during the testing method, such as the number of people that will be involved and the kinds of resources that will be made available.


7) Thorough Risk Analysis: The test strategy paper's following part is titled "Risk Analysis." The test plan document outlines all potential risks related to the project that could arise when running the tests. Additionally, a clear plan is devised for inclining these risks to guarantee that they are executed properly. If the development team encounters these risks in real time, we create a backup plan. List all the threats that might arise. Include a thorough plan to mitigate these risks and a fallback strategy in case the dangers manifest.


8) Reviews, Feedback & Approvals: The Testing Strategy Paper's final section is titled "Review and Approval." The test strategy document is examined by the parties involved after listing all testing operations, including:

Team for System Administration.

  • Team in charge of the project.

  • Team for Development.

  • Team in business.

It is recommended to begin the document with the correct date, the approver's name, a note, and a summary of the alterations that have been examined. As the testing process advances, it should be regularly reviewed and updated.


What Testers Miss When Building a Comprehensive Test Strategy


There are many approaches and ways to enhance software testing and quality assurance services through better planning, generating a highly productive work setting. Here are some of the pointers software testers often miss when crafting an all-inlusive testing strategy and applying vital tactics.

  1. Track of Altering Requirements: When the requirements of an application change, the estimations that were created during testing become wrong. To stay on top of needs and cut down on potential business risks, a reliable strategy for managing change has to be in place.

  2. No Test Data: The preparation of test data is the most important component that should be done in advance to ensure the successful execution of the test. Because there is a lack of appropriate test data, the testing process in some projects may spiral out of control. Testers have a responsibility to explore, learn, and implement the most effective solutions for data production, storage, standardization, and management across all forms of testing, not just functional testing. This includes functional testing.

  3. Missing Out on Project Communication: Some project managers don't figure in time for cooperation as part of their test methodology. This can lead to more effort being put into the project than was initially expected, which is especially problematic in an arrangement in which work is performed both onsite and offshore.

  4. Lack of Planning: Failure is a foregone conclusion from the very beginning whenever there is neither clarity nor a plan. Inadequate planning can result in a sloppy test strategy that does not adequately address high-risk regions while instead directing resources to the incorrect locations.

Key Takeaways

A test strategy is not something written down. It reflects every QA activity that takes place during the software testing life cycle. Throughout the test execution process, refer to this document occasionally, and stick to the plan until the software is released.


By rejecting the standards that are outlined in the strategic test plan, it is simple to cut back on the amount of testing that is being done as the release date of the project draws closer.


However, you should chat with your team about whether or not limiting any particular action will aid in deployment without any potential danger of substantial post-release concerns. It is suggested that you do this. Having a straightforward test strategy plan, on the other hand, is always helpful in terms of project planning and risk reduction.


Moving Forward with Effective QA & Testing Services


Developing a comprehensible test strategy for a new software product or for main deviations to a prevailing product can be full of challenges. A high-level documentation is leveraged to verify and validate the test categories or levels to be peformed for the product and lay down a precise software development life cycle's testing strategy.


At PerfectQA, we assist software development companies with effective testing strategies and competitive tactics to deliver higher quality software applications and offer their end users with the best experience.


Our teams provide optimum testing and professional QA solutions and are high go-getters who make sure your software product works flawlessly and advances your customers’ life.

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