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Key Information in a Test Plan

Test Plan is a document providing structural approach describing how testing will be accomplished in the Project. This acts as a contract between testing team and stakeholders on how testing is planned for the project. 

For successful execution of testing in the project, it is very important to do thorough planning of the testing requirement and documenting the same in the form of test plan.

Most of the organisation have defined template for test plan and have slight difference in the structure of the test Plan from each other. What information needs to be captured in the test plan will be discussed in this article in the first section:

  • Defining the Scope of testing – The first and one of the important component in test planning is defining the scope of testing and at the same time providing the items which are Out of scope of testingScope of testing should be in line with the overall scope of Project. Defining scope early in testing helps in defining the acceptance criteria and agrees on the exit criteria for testing.

  • Objective of Testing in the Project should be defined - Objective of testing can be testing the functional requirement or creating an automation suite for regression scope. Also there can be multiple objective of testing with some critical and some secondary objective e.g. : Testing complete functional requirement of application can be primary objective of testing with communicating all known defects and issue with different stakeholder and closure on all of them before release to production can be the secondary objective of testing. All the objectives should be clearly defined in test plan. Each objective should have the priority defined and acceptance criteria should be associated with each test objective.
  • Staffing and training needs for the testing team should be mentioned in the test plan.
  • Environment and resource requirement required for testing, i.e. Software and hardware requirements should be clearly defined.
  • Assumptions acts as probable risks to Project. All the assumptions should be added in test plan and proper sign-off  should be taken from stakeholders to keep them informed and confirmation should be taken from them for the correctness of assumptions made during testing and will not lead to possible risks in future.
  • We should define constraints in the test plan. Constraints impact the efficiency and effectiveness of testing. Constraint can include for e.g. staffing, time or cost constraints

To summarize, so far we have discussed the ‘What’ part of testing, i.e. What we will test, what will be our scope, what our assumption, constraints are, what will be the scope of testing. Once we are clear on What, Next question is how to do what.



How Testing will be executed is explained in Testing Methodology. The Key points explained in Testing Methodology include:

  • Define testing strategies for different phases and functional and non-functional requirements. This includes:

    • Different types of testing required for requirement.

    • Approach for each testing type, e.g. Regression, functional, automation or locale testing.

    • Risk/issues identification and test data generation for testing types.

    • Testing cycle for each testing and testing milestones are set.

    • Entry and exit criteria for each testing milestones are described

  • Providing defect lifecycle to be followed.
  • Defining testing schedule in sync with the milestone defined.

Another Topic to be covered in test plan includes test deliverables and defining the exit criteria for testing completion. Test deliverables should be defined; it can include user guide, test scripts, test data, Test execution results, and Test plan.


Together, we can add matrix for different areas in test plan for easier understanding and better explanation. We will discuss on methodology and test deliverables in details in the next articles on topic Software Testing.

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