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Advanced Creating Test Plans

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Advanced

Creating Test Plans

Janelle Abaoag

Project Insight

Marketing, Public Relations

[email protected]

www.projectinsight.net

Moderator

Things to Know…

All participants will be on mute

Questions are welcome

Please use the questions box to ask

questions

The moderator will select questions

All questions will be answered today or

by email at [email protected]

Webinar recording available in the PI Community

Goals of the Advanced Series

Expand your knowledge of more complex tools and

techniques

Build leadership skills to manage people more effectively

Identify practical ways to begin using advanced

techniques

Explore other methodologies or techniques that

enhance project management competency

Diane C. Altwies, MBA, PMP

CEO, Core Performance Concepts Inc.

Training in project management,

PMP® and CAPM® certification, leadership,

business analysis, agile and six sigma

[email protected]

www.coreperformanceconcepts.net

Presenter

PMP® and CAPM® are registered trademarks of the

Project Management Institute

Who Is on the Call?

Are you:

A Project Manager without your PMP certification?

A PMP in the role of a Project Manager?

A program manager?

Just looking for ways to use Project Insight more

effectively?

Objectives

Describe the difference between test plans and test cases

Articulate the benefits of using test plans within your

organization or department

Describe best practices in creating and using test plans

Evaluate good and bad examples of test plans

Determine when certain approaches work better than

others

Quote

To err is human.To find errors is hard.

Types of Product DocumentationProject CharterWBSBusiness RequirementsFunctional RequirementsNon-Functional RequirementsRequirements TraceabilityUse Case DiagramsUse Case DescriptionsDesign DocumentsTechnical Specifications

Test Plans & Test CasesTraining Documentation

Important of Test Plans

The ultimate judge of quality is:

The customer

Test plans should:

Facilitate communication with the client

Be planned vs. hap-hazard

Aide in managing scope; not cause scope creep

Facilitate sign-off of the project

Definition

Test Plan. A document detailing a

systematic approach to testing a

system such as a machine or software.

The plan typically contains a detailed

understanding of what the eventual

workflow will be.

Definition

Test Case. The specification (usually

formal) of a set of test inputs, execution

conditions, and expected results,

identified for the purpose of making an

evaluation of some particular aspect of a

Target Test Item.

Test Plan vs. Test Case

Comprehensive for Project Unit Integration Quality Assurance User Acceptance Regression

Addresses ProcessIncludes Test Case documentation

DetailedLinked to Traceability

Test Plan Test Case

Traceability

Objective Requirement

Increase revenues by at least 10% within one year of website launch.

Websites will offer food products in addition to wines that are complementary.

Increase customer base by at least 5% within one year of website launch

Website will have a quick referral program that allows existing customers to refer friends by only entering in an email address.

Maintain or increase existing customer purchases by 5% within one year of website launch.

Website needs to give existing customers quick access to prior purchases and allow re-purchase within 5 clicks.

Quote

The greatest problem in planning is the error of omission – you forget or overlook things.

- Dave Jacob, PM Guru

Benefits of Test Plans

With Test Plans Without Test Plans

Facilitate communication with Client System will not be comprehensively test; increased risk of missed tests

Improves understanding of role & responsibilities

Duplication of effort; increased cost of testing for project

Aides in managing scope; Able to review plans in advance of testing

Testers may identify items as gaps that aren’t part of scope; increases

time to respond to gaps in functionality

Facilitates sign-off of project; check-list of meeting expectations

More subjective interpretation of completeness

Best Practice – Test PlansType of Testing Purpose Role & Responsibility

Unit Testing Development test, confirms that each deliverable meets the specification provided

Whoever is responsible for creating the deliverable should be responsible for performing a basic checkout of the “unit” meeting documented expectations

Integration Testing Development test, confirms connectivity between two or more separate deliverables

Whoever is responsible for creating the deliverable that USES another deliverable should be responsible for performing a basic checkout of the “integration” meets documented expectations

Quality Assurance Testing Comprehensive test by testing team to validate that “system” meets expected requirements

Typically performed by internal team responsible for project delivery.

User Acceptance Testing Comprehensive test by Users of the ultimate project deliverable.

Actual users of project deliverable. Should execute both functional and end-to-end process tests.

Regression Testing Testing all past functionality even if not impacted by the current changes.

Both project team and actual end users should perform regression tests aligned with Quality Assurance and User Acceptance testing.

Best Practice – Test Cases

Every test case must: Relate to a specific requirement Identify the expected outcome Include positive tests as well as negative tests Address “happy path” as well as alternate paths

Test cases can be: For a specific function or an entire process Internal to a system capability or external to a

business process

Traceability

Objective Requirement Test Case

Increase revenues by at least 10% within one year of website launch.

Websites will offer food products in addition to wines that are complementary.

Increase customer base by at least 5% within one year of website launch

Website will have a quick referral program that allows existing customers to refer friends by only entering in an email address.

Maintain or increase existing customer purchases by 5% within one year of website launch.

Website needs to give existing customers quick access to prior purchases and allow re-purchase within 5 clicks.

Five (5) click expectation for re-purchase

1. Prior customer should log into system within 2 clicks

2. Prior customer should be able to select prior purchase within 2 clicks

3. Prior customer should be able to re-purchase within 1 click

Test Case ExampleTest Case: Five (5) click expectation for re-purchaseInput User EntryConditions Happy Path (see below)

User does not have any prior purchases – Will require less than 5 clicksUser has more than one page of prior purchase – May require additional clicks based on number of pages to display (Allow user to select VIEW ALL) to minimize clicksUser does not have any credit card information on file – Will require user to enter CC info and will require an additional two clicksUser has more than one credit card on file – One additional click is needed to select the CC to use

Execution StepsActor Actions Expected Results

1. Click on logon link; enter username & password and click

1. Prior customer should log into system within 2 clicks

2. User should see a list of all prior purchases; user can click on each purchase to view details of prior purchase; click link to select prior purchase for re-purchase

2. Prior customer should be able to select prior purchase within 2 clicks

3. User will view details of prior purchase with information on credit card information; click “PURCHASE” link to process credit card

3. Prior customer should be able to re-purchase within 1 click

Example: BAD Testing Execution

Issues arise in various testing

processes that require

discussions about project scope

User acceptance testing is seeing

errors doing end-to-end testing

Significant issue upon “go live”

Unhappy client

Quote

The nice thing about not planning is that failure comes as a complete surprise rather than being preceded by a period of

worry and depression.- Anonymous

Different Approaches to Test Plans & Testing

Size of project team Overlap of individuals with role & responsibility

Internal vs. External client More involvement of users in Quality assurance testing

when internal Formal vs. Informal documentation

Client vs. Product testing Level of User Acceptance Testing is limited

Storing Documents in Project Insight

Storing Documents in Project Insight

Review

Describe the difference between test plans and test

cases

Articulate the benefits of using test plans within your

organization or department

Describe best practices in creating and using test plans

Evaluate good and bad examples of test plans

Determine when certain approaches work better than

others

Goals of the Advanced Series

Expand your knowledge of more complex tools and

techniques

Build leadership skills to manage people more effectively

Identify practical ways to begin using advanced

techniques

Explore other methodologies or techniques that

enhance project management competency

Keep On Track 52 Weeks of the year!

Our ProActive PM’s Journal can helps you stay organized by:Addressing all the process groups of Initiating, Planning, Executing, Monitoring & Controlling & ClosingCapturing activities and actions each week that require follow-up on your projectGiving you tips and thoughts each day as your project progressesKeeping your project on track!

ONLY $8.95 including shipping and handling! Order today on www.coreperformanceconcept.com

Project Manager’s Journal

Books for Credentials Achieve PMP® Exam Success Achieve CAPM® Success Program Management Professional (PgMP ®) Study

Guide

To order: www.jrosspub.com

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