The Best Laid Test Plans

It's being edited by Lee Hawkins who is posing questions on Twitter, LinkedIn, Mastodon, Slack, and the AST mailing list and then collating the replies, focusing on practice over theory.

I've decided to contribute by answering briefly, and without a lot of editing or crafting, by imagining that I'm speaking to someone in software development who's acting in good faith, cares about their work and mine, but doesn't have much visibility of what testing can be.

Perhaps you'd like to join me?

--00--

"What's the best format for a test plan?"

I'll side-step the conversation about what a test plan is and just say that the format you should use is one that works for you, your colleagues, and the context you're in right now.

You might consider factors such as ...

If you work closely with a knowledgeable and self-motivated crew, it might be a simple bullet list of test ideas or a handful of sticky notes on a board.

If you're in a highly-regulated industry it might be some heavily-templated and standardised document that forces you to include all of the information necessary to comply with internal, regulatory, and statutory requirements.

If you know the system under test well your plan might be well-populated before you start, but if you don't then it might be sparse and higher-level with more open-ended and exploratory tasks.

If you want to revise the plan as you go (the best laid plans...) then a format which permits editing, perhaps with some kind of audit trail or history, might suit your need.

If you need the plan to also show status over time, a mindmap can be an interesting approach.

If there is a pre-existing convention for plans in your workplace, and it's widely used with reasonable outcomes, you might decide to stick to it, at least to begin with.

If there is familiar tooling that you can exploit — and consider familiarity to yourself and anyone else who will be a user or consumer of the plan — then you might prefer to do that.

If you don't have much time, choose a lightweight format to begin with but be prepared to revise it if things get complicated.

If the plan is likely to persist over time, consider a format that will support it. This probably includes at least more context-setting, links to related materials, storage in a standard location and so on.

If it's politically advantageous to document your plan in a particular way, then be prepared to consider it. But also be wary of getting involved in politics.

Finally, if you are dogmatic about the indisputable best format for a test plan, then you should probably get over yourself.

--00--

The team I am on were approaching the first release to production of a new service. We got together to discuss the kinds of testing that we thought we might want to do using a Miro board containing a sketch of the architecture of our service and the infrastructure it was going to fit into.

The outcome was a board that listed the risks we could think of, priortised them, sketched some ways we could investigate them, and partitioned them into those we wanted to cover now and those that could wait for later.

This felt like planning so probably we can regard the Miro board as a plan.

However, we needed to document our testing in Jira for compliance reasons so I made a Jira ticket for each of the investigations we'd said we wanted and added them to our team board, grouped into a "release testing" epic. Perhaps we could also call that epic a plan?

The tickets were then picked up as usual by anyone on the team who had capactity. Our progress through these tasks was visible in all the usual tooling. This is a view of the plan, and so is also a format of the plan.

Our findings were recorded in the tickets too, with links to any detailed test notes. The test notes contained tactical details of the testing done which always included a mission and sometimes a list of test ideas, or questions to ask. Arguably this exposes low-granularity planning. Does that make the notes also test plans?

All of those "plans" were useful to us and others in different ways at different times but I would be very reluctant to say any of them was best.

--00--

If this was interesting for you, and you'd like some more, I wrote in much more detail about the ideal test plan a couple of years ago.
Image: Ricky Kharawala on Unsplash

Comments

Meet Me Halfway?

The Association for Software Testing is crowd-sourcing a book, Navigating the World as a Context-Driven Tester , which aims to provide responses to common questions and statements about testing from a context-driven perspective . It's being edited by Lee Hawkins who is posing questions on Twitter , LinkedIn , Mastodon , Slack , and the AST mailing list and then collating the replies, focusing on practice over theory. I've decided to contribute by answering briefly, and without a lot of editing or crafting, by imagining that I'm speaking to someone in software development who's acting in good faith, cares about their work and mine, but doesn't have much visibility of what testing can be. Perhaps you'd like to join me? --00-- "Stop answering my questions with questions." Sure, I can do that. In return, please stop asking me questions so open to interpretation that any answ...

Can Code, Can't Code, Is Useful

The Association for Software Testing is crowd-sourcing a book, Navigating the World as a Context-Driven Tester , which aims to provide responses to common questions and statements about testing from a context-driven perspective . It's being edited by Lee Hawkins who is posing questions on Twitter , LinkedIn , Mastodon , Slack , and the AST mailing list and then collating the replies, focusing on practice over theory. I've decided to contribute by answering briefly, and without a lot of editing or crafting, by imagining that I'm speaking to someone in software development who's acting in good faith, cares about their work and mine, but doesn't have much visibility of what testing can be. Perhaps you'd like to join me? --00-- "If testers can’t code, they’re of no use to us" My first reaction is to wonder what you expect from your testers. I am immediately interested ...

The Best Programmer Dan Knows

I was pairing with my friend Vernon at work last week, on a tool I've been developing. He was smiling broadly as I talked him through what I'd done because we've been here before. The tool facilitates a task that's time-consuming, inefficient, error-prone, tiresome, and important to get right. Vern knows that those kinds of factors trigger me to change or build something, and that's why he was struggling not to laugh out loud. He held himself together and asked a bunch of sensible questions about the need, the desired outcome, and the approach I'd taken. Then he mentioned a talk by Daniel Terhorst-North, called The Best Programmer I Know, and said that much of it paralleled what he sees me doing. It was my turn to laugh then, because I am not a good programmer, and I thought he knew that already. What I do accept, though, is that I am focussed on the value that programs can give, and getting some of that value as early as possible. He sent me a link to the ta...

Beginning Sketchnoting

In September 2017 I attended Ian Johnson 's visual note-taking workshop at DDD East Anglia . For the rest of the day I made sketchnotes, including during Karo Stoltzenburg 's talk on exploratory testing for developers (sketch below), and since then I've been doing it on a regular basis. Karo recently asked whether I'd do a Team Eating (the Linguamatics brown bag lunch thing) on sketchnoting. I did, and this post captures some of what I said. Beginning sketchnoting, then. There's two sides to that: I still regard myself as a beginner at it, and today I'll give you some encouragement and some tips based on my experience, to begin sketchnoting for yourselves. I spend an enormous amount of time in situations where I find it helpful to take notes: testing, talking to colleagues about a problem, reading, 1-1 meetings, project meetings, workshops, conferences, and, and, and, and I could go on. I've long been interested in the approaches I've evol...

Not Strictly for the Birds

One of my chores takes me outside early in the morning and, if I time it right, I get to hear a charming chorus of birdsong from the trees in the gardens down our road, a relaxing layered soundscape of tuneful calls, chatter, and chirrupping. Interestingly, although I can tell from the number and variety of trills that there must be a large number of birds around, they are tricky to spot. I have found that by staring loosely at something, such as the silhouette of a tree's crown against the slowly brightening sky, I see more birds out of the corner of my eye than if I scan to look for them. The reason seems to be that my peripheral vision picks up movement against the wider background that direct inspection can miss. An optometrist I am not, but I do find myself staring at data a great deal, seeking relationships, patterns, or gaps. I idly wondered whether, if I filled my visual field with data, I might be able to exploit my peripheral vision in that quest. I have a wide monito...

Don't Know? Find Out!

In What We Know We Don't Know , Hillel Wayne crisply summarises a handful of research findings about software development, describes how the research is carried out and reviewed and how he explores it, and contrasts those evidence-based results with the pronouncements of charismatic thought leaders. He also notes how and why this kind of research is hard in the software world. I won't pull much from the talk because I want to encourage you to watch it. Go on, it's reasonably short, it's comprehensible for me at 1.25x, and you can skip the section on Domain-Driven Design (the talk was at DDD Europe) if that's not your bag. Let me just give the same example that he opens with: research shows that most code reviews focus more on the first file presented to reviewers rather than the most important file in the eye of the developer. What we should learn: flag the starting and other critical files to receive more productive reviews. You never even thought about that possi...

ChatGPTesters

The Association for Software Testing is crowd-sourcing a book, Navigating the World as a Context-Driven Tester , which aims to provide responses to common questions and statements about testing from a context-driven perspective . It's being edited by Lee Hawkins who is posing questions on Twitter , LinkedIn , Mastodon , Slack , and the AST mailing list and then collating the replies, focusing on practice over theory. I've decided to contribute by answering briefly, and without a lot of editing or crafting, by imagining that I'm speaking to someone in software development who's acting in good faith, cares about their work and mine, but doesn't have much visibility of what testing can be. Perhaps you'd like to join me? --00-- "Why don’t we replace the testers with AI?" We have a good relationship so I feel safe telling you that my instinctive reaction, as a member of the T...

Express, Listen, and Field

Last weekend I participated in the LLandegfan Exploratory Workshop on Testing (LLEWT) 2024, a peer conference in a small parish hall on Anglesey, north Wales. The topic was communication and I shared my sketchnotes and a mind map from the day a few days ago. This post summarises my experience report. Express, Listen, and Field Just about the most hands-on, practical, and valuable training I have ever done was on assertiveness with a local Cambridge coach, Laura Dain . In it she introduced Express, Listen, and Field (ELF), distilled from her experience across many years in the women’s movement, business, and academia. ELF: say your key message clearly and calmly, actively listen to the response, and then focus only on what is relevant to your needs. I blogged a little about it back in 2017 and I've been using it ever since. Assertiveness In a previous role, I was the manager of a test team and organised training for the whole ...

How do I Test AI?

Recently a few people have asked me how I test AI. I'm happy to share my experiences, but I frame the question more broadly, perhaps something like this: what kinds of things do I consider when testing systems with artificial intelligence components . I freestyled liberally the first time I answered but when the question came up again I thought I'd write a few bullets to help me remember key things. This post is the latest iteration of that list. Caveats: I'm not an expert; what you see below is a reminder of things to pick up on during conversations so it's quite minimal; it's also messy; it's absolutely not a guide or a set of best practices; each point should be applied in context; the categories are very rough; it's certainly not complete. Also note that I work with teams who really know what they're doing on the domain, tech, and medical safety fronts and some of the things listed here are things they'd typically do some or all of. Testing ...

Software Sisyphus

The Association for Software Testing is crowd-sourcing a book, Navigating the World as a Context-Driven Tester , which aims to provide responses to common questions and statements about testing from a context-driven perspective . It's being edited by Lee Hawkins who is posing questions on Twitter , LinkedIn , Mastodon , Slack , and the AST mailing list and then collating the replies, focusing on practice over theory. I've decided to contribute by answering briefly, and without a lot of editing or crafting, by imagining that I'm speaking to someone in software development who's acting in good faith, cares about their work and mine, but doesn't have much visibility of what testing can be. Perhaps you'd like to join me? --00-- "How can I possibly test 'all the stuff' every iteration?" Whoa! There's a lot to unpack there, so let me break it down a little: who is suggesting that "al...

Hiccupps

Search This Blog