Test Plan Documentation

Test Plan Documentation, Test Plan vs. Test Strategy Prerequisites for Test Planning, Test Plan Template, and Test Team Job Responsibilities.

System Test Plan Documentation

I) Test Planning Phase

Input or References:

Requirement Specifications
Project Plan Document
Test Strategy Document
Global design document
Low-Level Design document
Development and Test process standards
Corporate standards and guidelines


Understanding & Analyzing the Requirements
Risk Analysis
Test Strategy Implementation
Test Estimations (in terms of time, budget, resources, and scope of the project)
Team formation
Test Plan documentation
Configuration management planning
Creating Traceability matrix
Defining test environment setup

Test Plan document

System Test Plan

a. Test Plan Template

1) Test Plan ID: 

Some type of unique company-generated number to identify this test plan.

2) Introduction: 

Describe the purpose of the Plan, possibly identifying the level of the plan (System Test Plan etc.). This is essentially the executive summary part of the plan.

3) Test Items:

These are things you intend to test within the scope of this test plan.

4) References:

List all documents that support this test plan. Refer to the actual version/release number of the document as stored in the configuration management system.

5) Features to be Tested:

This is a listing of what is to be tested from the Users viewpoint of what the system does. This is not a technical description of the software, but a Users view of the functions.

6) Features not to be Tested:

This is a listing of what is NOT to be tested from both the Users viewpoint of what the system does and a configuration management/version control view. This is not a technical description of the software, but a Users view of the functions.

7) Test Approach:

This is your overall test strategy for this test plan; it should be appropriate to the level of the plan (master, acceptance, etc.) and should be in agreement with all higher and lower levels of plans. Overall rules and processes should be identified.

8) Entry Criteria:

It describes when to start Testing

9) Exit Criteria:

It describes when to stop testing

10) Suspension Criteria:

It describes when to stop testing temporarily.

11) Roles & Responsibilities

Team Lead or Test Lead and Team members Roles and Responsibilities.

12) Schedule:

Schedule for all Test activities in this Software Test Process.

13) Training:

Training on the application/system (Domain Training)
Training for any test tools to be used.

14) Test Environment / Lab:

It describes Require Hardware and software for setting-up Test Environment or Test Lab.

15) Test Deliverables:

Lists out that what is to be delivered as part of this plan?

16) Approvals

Who can approve the process as complete and allow the project to proceed to the next level.

17) Glossary:

Define terms and acronyms used in the document, it can be used to understand the terms used in this plan.

b. A Sample Test Plan Document for Internet Banking Application

1) Test Plan ID: IBS_ST_TP_001

2) Introduction:

It is System Test Plan for Interment Banking System, internet web application, provides access to Account holders and guest  users from any ware in the world. It has two interfaces one is Admin interface another is User interface. Admin can be accesses by Bank authorized users, user interface can be accessed by Bank account holders and guest users.

The propose of the system (Application)  is to provide bank information and services online (through Internet), Bank account holders can get Banking services from any ware, without visiting the Bank branches.

3) Test Items:

Admin Interface:

Master Data

User Management


User Interface


Personal Banking

Corporate Banking



4) References:


Project Plan

Test Strategy

Use cases (If available)

High Level Design doc

Low Level design docs

Process guide line doc


5) Features to be Tested:

  1. a) Admin Interface:
    i) Master Data
    1) Add new branch, Edit Branch /Delete Branch
    2) Add new ATM
    3) Add new loan type
    4) Add new account type
    5) Add new deposit type
    ii) User Management
    1) Create new user
    2) Edit user
    3) Delete user
    iii) Reports
    1) Branch wise report
    2) User wise report
    3) Day, month, yearly reports
    4) Service wise report (only loans, only new account. fixed deposits)b) User Interface:
    i) Information
    1) Branch locators
    2) ATM locators
    3) Loans information
    4) Bank history
    5) Bank financial details
    6) Fixed deposits information
    7) Calculators
    ii) Personal Banking
    1) Login
    2) Balance enquiry
    3) Bill payment (utilities, subscriptions)
    4) Fund transfer (transfer to same bank, others banks)
    5) Statement generation (mini stmt, detailed report)
    iii) Corporate Banking
    1) Add user, Edit user, Delete user
    2) Balance enquiry
    3) Money transfer
    4) Payroll
    5) Reports

6) Features not to be tested:


7) Entry Criteria:

  1. a) Test Design

Team formation, Responsibilities, Schedule,
Requirements, Test Case Template etc…

Training on Domain, on Automation tools

  1. b) Test Execution:

Readiness of Test Lab
Readiness of AUT
Test Case docs
Test Data
Defect Report Template

8) Exit Criteria:

All possible test cases executed

Maximum defects fixed, Final Regression performed successfully

Confidence on Test process

Time Limitations

Budget Limitations

9) Suspension Criteria:

Show-Stopper bug found

Supplier issues

Vast changes in requirements

If resolving defects are more

10) Roles & Responsibilities

1Kareemulla SKTest LeadTest Planning, guidance, Monitoring and Test control
2Venkat Rao PSr. TesterTest Data Collection, Generating Test Scenarios.
3Swapna DKTesterTest Case Documentation, Test execution, defect reporting and tracking for Admin module.
4Srinivas VTesterTest Case Documentation, Test execution, defect reporting and tracking for Personal Banking module.
5Suneetha BTesterTest Case Documentation, Test execution, defect reporting and tracking for Corporate Banking module.

11) Schedule:

1)Understanding & Analyzing Requirements.52nd July to 6th July
2)Review Meeting019th July
3)Generating Test Scenarios.1011th July to 22nd July
4)Reviews0225th July to 26th July
5)Test Case Documentation4029th July to 12thAugust
6)Reviews0414th August to 18thAugust
7)Test Data collection0620th August to 26th August
8)Reviews0128th August
9)Verifying Test Environment setup0129th August
10)Create Test batches0230th, 31st August
11)Sanity Testing013rd September
12)Comprehensive Testing254th September to 2ndOctober
13)Sanity Testing013rd October
14)Selecting Test cases024th and 5th October
15)Regression Testing058th October to12th October
16)Sanity Testing0115th October
17)Selecting Test cases0116th October
18)Regression Testing Cycle 20417th October to 22ndOctober
28)Final Regression0819th November to 28th November
29)Evaluating exit criteria01 or 0229th, 30th of November
30)Collecting all artifacts023rd, 4th December
31)Test Summary Report015th December

Note: Regression Testing depends on Application and strength of Development team.

12) Training

Training Program on Banking Domain

Test Automation Training using QTP Tool

13) Risks & Mitigations

Team members issues

Vendor issues



14) Test Environment / Lab

Application Type: Web Application, Internet and Public

Server side:

Windows 2003 Server

UNIX server

Ms Exchange server

a) Web server, b) EDP, 3) Data storage

Bugzilla Tool


MS Office

QTP Tool etc….

Browser IE 7.0


Client side:

Windows XP + SP2


MS Office


AUT Environment

.NET (C#, VC++, ADO)

IIS -web server

COM+ -App server

SQL Server 2005 for Database server


15) Test Deliverables

Test Plan,

Review Reports,


Test Scenario docs

Test Case docs

Test data

Opened, Closed Defect Reports

Test Summary Report

16) Approvals

SNOTask/sAuthor /RoleDate & Signature
1)Test Plan DocumentationKareemulla SK (Test Lead)
2)ReviewHari Prasad (QA Analist)
3)ApprovalVinod Rao (Project Manager)

17) Glossary

AUT -Application Under Test
PIN -Project Initiation Note
SRS- Software Requirements Specification

Software Manual Testing

Manual Testing Full Course Video

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