Test Plan Template: Sample Document with Web Application Example

What is test plan template?

Test Plan Template is a detailed document that describes the test strategy, objectives, schedule, estimation and deliverables, and resources required for testing. Test Plan helps us determine the effort needed to validate the quality of the application under test. The test plan serves as a blueprint to conduct software testing activities as a defined process which is minutely monitored and controlled by the test manager.

Creating a Test Plan is mandatory to ensure success of your Software testing project.If you are new to Test Planning refer this tutorial on How to Create a Test Plan

Download Sample Test Plan Template

Below find important constituents of a test plan-

1) Introduction

Brief introduction of the test strategies, process, workflow and methodologies used for the project

1.1) Scope

1.1.1) In Scope

Scope defines the features, functional or non-functional requirements of the software that will be tested

1.1.2) Out of Scope

Out Of Scope defines the features, functional or non-functional requirements of the software that will NOT be tested

1.2) Quality Objective

Here make a mention of the overall objective that you plan to achive with your manual testing and automation testing.

Some objectives of your testing project could be

  • Ensure the Application Under Test conforms to functional and non-functional requirements
  • Ensure the AUT meets the quality specifications defined by the client
  • Bugs/issues are identified and fixed before go live

1.3) Roles and Responsibilities

Detail description of the Roles and responsibilities of different team members like

  • QA Analyst
  • Test Manager
  • Configuration Manager
  • Developers
  • Installation Team

Amongst others

2) Test Methodology

2.1) Overview

Mention the reason of adopting a particular test methodology for the project. The test methodology selected for the project could be

  • WaterFall
  • Iterative
  • Agile
  • Extreme Programming

The methodology selected depends on multiple factors. You can read about Test Methodology here

2.2) Test Levels

Test Levels define the Types of Testing to be executed on the Application Under Test (AUT). The Testing Levels primarily depends on the scope of the project, time and budget constraints.

2.3) Bug Triage

The goal of the triage is to

  • To define the type of resolution for each bug
  • To prioritize bugs and determine a schedule for all “To Be Fixed Bugs’.

2.4) Suspension Criteria and Resumption Requirements

Suspension criteria define the criteria to be used to suspend all or part of the testing procedure while Resumption criteria determine when testing can resume after it has been suspended

2.5) Test Completeness

Here you define the criterias that will deem your testing complete.

For instance, a few criteria to check Test Completeness would be

  • 100% test coverage
  • All Manual & Automated Test cases executed
  • All open bugs are fixed or will be fixed in next release

3) Test Deliverables

Here mention all the Test Artifacts that will be delivered during different phases of the testing lifecycle.

Here are the simple deliverables

  • Test Plan
  • Test Cases
  • Requirement Traceability Matrix
  • Bug Reports
  • Test Strategy
  • Test Metrics
  • Customer Sign Off

4) Resource & Environment Needs

4.1) Testing Tools

Make a list of Tools like

  • Requirements Tracking Tool
  • Bug Tracking Tool
  • Automation Tools

Required to test the project

4.2) Test Environment

It mentions the minimum hardware requirements that will be used to test the Application.

Following software’s are required in addition to client-specific software.

  • Windows 8 and above
  • Office 2013 and above
  • MS Exchange, etc.

5) Terms/Acronyms

Make a mention of any terms or acronyms used in the project

API Application Program Interface
AUT Application Under Test

Download the above Test Plan Template Format

Sample Test Plan Document Banking Web Application Example

1 Introduction

The Test Plan is designed to prescribe the scope, approach, resources, and schedule of all testing activities of the project Guru99 Bank.

The plan identify the items to be tested, the features to be tested, the types of testing to be performed, the personnel responsible for testing, the resources and schedule required to complete testing, and the risks associated with the plan.

1.1 Scope

1.1.1 In Scope

All the feature of websiteGuru99 Bank which were defined in software requirement specs are need to be tested

Module Name Applicable Roles Description
Balance Enquiry Manager Customer Customer: A customer can have multiple bank accounts. He can
view balance of his accounts only
Manager: A manager can view balance of all the customers who
come under his supervision
Fund Transfer Manager Customer Customer: A customer can have transfer funds from his “own”
account to any destination account.
Manager: A manager can transfer funds from any source bank
account to destination account
Mini Statement Manager Customer A Mini statement will show last 5 transactions of an account
Customer: A customer can see mini-statement of only his “own”
Manager: A manager can see mini-statement of any account
Customized Statement Manager Customer A customized statement allows you to filter and display
transactions in an account based on date, transaction value
Customer: A customer can see Customized- statement of only
his “own” accounts
Manager: A manager can see Customized -statement of any
Change Password Manager Customer Customer: A customer can change password of only his account.
Manager: A manager can change password of only his account.
He cannot change passwords of his customers
New Customer Manager Manager: A manager can add a new customer.
Manager Manager: A manager can edit details like address, email,
telephone of a customer.
New Account Manager Currently system provides 2 types of accounts
• Saving
• Current
A customer can have multiple saving accounts (one in his name,
other in a joint name etc).
He can have multiple current accounts for different companies
he owns.
Or he can have a multiple current and saving accounts.
Manager: A manager can add a new account for an existing
Edit Account Manager Manager: A manager can add a edit account details for an existing account
Delete Account Manager Manager: A manager can add a delete an account for a customer.
Delete Customer Manager A customer can be deleted only if he/she has no active current or saving accounts
Manager: A manager can delete a customer.
Deposit Manager Manager: A manager can deposit money into any account.
Usually done when cash is deposited at a bank branch.
Withdrawal Manager Manager: A manager can withdraw money from any account.
Usually done when cash is withdrawn at a bank branch.

1.1.2 Out of Scope

These feature are not be tested because they are not included in the software requirement specs

  • User Interfaces
  • Hardware Interfaces
  • Software Interfaces
  • Database logical
  • Communications Interfaces
  • Website Security and Performance

1.2 Quality Objective

The test objectives are to verify the Functionality of website Guru99 Bank, the project should focus on testing the banking operation such as Account Management, Withdrawal, and Balance…etc. to guarantee all these operation can work normally in real business environment.

1.3 Roles and Responsibilities

The project should use outsource members as the tester to save the project cost.

No. Member Tasks
1. Test Manager Manage the whole project
Define project directions
Acquire appropriate resources
2. Test Identifying and describing appropriate test techniques/tools/automation architecture Verify and assess the Test Approach
Execute the tests, Log results, Report the defects.
Outsourced members
3. Developer in Test Implement the test cases, test program, test suite etc.
4. Test Administrator Builds up and ensures test environment and assets are managed and maintained
Support Tester to use the test environment for test execution
5. SQA members Take in charge of quality assurance
Check to confirm whether the testing process is meeting specified requirements

2 Test Methodology

2.1 Overview

2.2 Test Levels

In the project Guru99 Bank, there’re 3 types of testing should be conducted.

  • Integration Testing (Individual software modules are combined and tested as a group)
  • System Testing: Conducted on a complete, integrated system to evaluate the system’s compliance with its specified requirements
  • API testing: Test all the APIs create for the software under tested

2.3 Bug Triage

2.4 Suspension Criteria and Resumption Requirements

If the team members report that there are 40% of test cases failed, suspend testing until the development team fixes all the failed cases.

2.5 Test Completeness

  • Specifies the criteria that denote a successful completion of a test phase
  • Run rate is mandatory to be 100% unless a clear reason is given.
  • Pass rate is 80%, achieving the pass rate is mandatory

2.6 Project task and estimation and schedule

Task Members Estimate effort
Create the test specification Test Designer 170 man-hour
Perform Test Execution Tester, Test Administrator 80 man-hour
Test Report Tester 10 man-hour
Test Delivery 20 man-hour
Total 280 man-hour

Schedule to complete these tasks

3 Test Deliverables

Test deliverables are provided as below

Before testing phase

  • Test plans document.
  • Test cases documents
  • Test Design specifications.

During the testing

– Test Tool Simulators.

– Test Data

– Test Trace-ability Matrix – Error logs and execution logs.

After the testing cycles is over

  • Test Results/reports
  • Defect Report
  • Installation/ Test procedures guidelines
  • Release notes

4 Resource & Environment Needs

4.1 Testing Tools

No. Resources Descriptions
1. Server Need a Database server which install MySQL server
Web server which install Apache Server
2. Test tool Develop a Test tool which can auto generate the test result to the predefined form and automated test execution
3. Network Setup a LAN Gigabit and 1 internet line with the speed at least 5 Mb/s
4. Computer At least 4 computer run Windows 7, Ram 2GB, CPU 3.4GHZ

4.2 Test Environment

Test Environment to be setup as per figure below