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How to write your Software Testing Plan

We include this 14 page template with IT/Software/Hardware Contract Pack and the Proposal Kit Professional. You will get more content and software automation for data merging, managing client documents, and creating proposals with line item quoting with a Contract Pack or the Professional.

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Use this template when designing a complex software project. The STP worksheet will help you develop a comprehensive testing plan to ensure the project conforms to your clients specifications and contractual obligations.
Document Length: 14 Pages
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Software Testing Plan

Writing the Software Testing Plan document

Software Testing Plan (STP)

THE STP PROJECT DOCMENT TITLE.

Company Name

Current Date

Document Version Control Information

V 1

Introduction

1 Purpose of this document (Objectives)

Insert the purpose of this document, its objectives, and its intended audience.

2 Scope of document

Insert description of the scope of this Software Testing Plan.

21 Scope Constraints

Insert constraints, such as schedules, costs, interactions, overview, or any other information relevant to the testing of the development requirements.

3 Overview

Insert an overview or brief description of the product, software, or other desired end result that is being tested under this Software Testing Plan.

4 Business Context

Insert an overview of the business or organization desiring the development of this project. Include the business or organization's mission statement and its organizational goals and objectives. Note: If you have already completed a Software Requirements Specification, the majority of this material is copied verbatim from that document. The purpose of this preamble is to familiarize staff recently attached to the testing portion of a project who may not have been present or involved with earlier stages of the project.

5 Testing Strategy

Insert a general overview of the strategy and plan for meeting the testing deliverables. Describe the levels of testing that will need to take place and the type of testing activities. A more detailed outline will be provided further on in this document.

If there are specific tests that need to follow their own STP, you can describe them in an additional document, separate from this main document.

A Testing Strategy Outline will include:

  • The individual items to be tested.
  • The purpose for testing those items.
  • The individual features to be tested.
  • The individual features NOT to be tested.
  • The managerial and technical approach to testing.
  • The criteria for pass and failure of testing.
  • The individual roles or responsibilities of participants in testing.
  • The milestones and deliverables required for testing.
  • The schedules and timelines for individual tests or the Software Testing Plan as a whole.
  • The risk assumptions and constraints placed upon the Software Testing Plan.

6 References and Reference Material

Insert a list of all reference documents and other materials related to the Software Testing Plan.

References will often include, but are not limited to:

  • Software Requirements Specifications.
  • Software Development Plan.
  • Software Quality Assurance Plan.
  • Software Management Plan.
  • Project Outline and Management Plan.

7 Documentation Items

Insert references to documentation, including but not limited to:

  • Software Requirements Specification (SRS).
  • Software Design Specification (SDS).
  • Software Development Plan (SDP).
  • Software Installation Guide.
  • Software Users Guide.
  • Software Features Guide.
  • Software Bug, Error Correction, or Defect Removal Guide.

Items to be Tested

1 Program Modules

Insert a description of the testing to be performed for each module that the software contains.

2 Job Control Procedures

Insert a description of the procedures to be followed for testing the job control language (JCL), including scheduling for production, control and all job sequencing. This section should include all the relationships between the above-mentioned items in the Program Modules section.

3 User Procedures

Insert a description of the testing to be conducted on user documentation and support resources (online or printed) to ensure that they are complete and comprehensive.

4 Operator Procedures

Insert a description of the testing procedures to be conducted to ensure that the software can be run and supported within a production environment as intended, and that any Help Desk or other support services outlined in the plan can be verified as effective and meeting the intended support outcomes as outlined in the goal of the Software Testing Plan.

5 Features to be Tested

Insert the objectives and requirements for features that are being tested in this Software Testing Plan.

6 Features Not to be Tested

Insert the objectives and requirements for features that are NOT being tested in this Software Testing Plan.

0 Approach

Insert the objectives and requirements for the overall approach to testing. The approach should cover such major tasks as the identification of time estimates for each element of the Software Testing Plan. Identify the different types of testing and describe their testing methods and the criteria for evaluating such testing.

Your Software Testing Plan may contain several different approaches for certain elements.

1 Component Testing

Insert the objectives and requirements to verify the implementation, integrity, and functionality for a single unit, component, module, or a group of individual software elements or components. Component Testing is performed to verify that the individual component or group of components is complete and functioning as intended.

2 Integration Testing

Insert the objectives and requirements to verify the implementation, integrity and functionality for combined units, such as individual software units, components, or a group of individual software elements or components that has been combined with hardware elements. Integration testing is important to ensure that the software is functional as a whole within the environment it is intended to run. The Integration Testing is performed to ensure that all operational requirements are met.

3 Conversion Testing

Insert the objectives and requirements for testing that all historical data elements convert or are compatible with the new system. Conversion testing is required only if the software is an upgrade of an older system or will use or manipulate data from other systems.

4 Job Stream Testing

Insert the objectives and requirements for testing that the software operates correctly in the production environment.

5 Interface Testing

Insert the objectives and requirements for testing that the software operates correctly with all user interface and input systems.

6 Recovery Testing

Insert the objectives and requirements for testing that the software's recovery and restore operations function correctly and all backup systems and procedures work as intended in the production environment.

7 Performance Testing

Insert the objectives and requirements for testing that the software operates correctly in regards to normal operation, response and execution times, scalability, portability and all other performance requirements within the production environment.

8 Regression Testing

Insert the objectives and requirements for testing that any changes applied to the software do not affect functions previously tested.

9 Acceptance Testing

Insert the objectives and requirements for testing that the software or system meets all criteria and deliverables. The Acceptance Testing is important to ensure that all requirements are met and that all components, modules, hardware requirements and recovery and restore operations function in the production environment and that a plan exists to demonstrate such functionality for a customer.

10 Alpha, Beta, and Release Candidate (RC) Testing

Insert the objectives and requirements for testing that will be done by a customer to verify that the software meets all deliverables and requirements from the Software Requirements Specifications (SRS) or the Software Development Plan (SDP) and to detect any errors, bugs, or defects in the software.

Pass and Failure Criteria

This section describes the criteria to determine whether a specific item has passed or failed a particular test.

1 Criteria for Suspension

This section will describe the criteria for suspending an individual element or group of elements for a particular testing activity.

2 Criteria for Resumption of Testing

This section will describe the criteria for resuming testing for an individual element or group of elements that has been previously suspended.

3 Criteria for Approval of Testing

This section will describe the criteria for acceptance and approval for an individual element or group of elements.

Testing Process and Methods

Insert the specific testing process and methods to be used in performing each testing activity. In this section you will describe and define each type of test that the Software Testing Plan contains. You may attach additional exhibits to this section if your testing plan requires them.

Test Deliverables

Insert the specific deliverables and documents that are to be delivered from the testing process. Test deliverables may include incremental data or data derived from incomplete tests.

Typical test deliverables include, but are not limited to:

  • Individual Test Element or Module Summary Reports.
  • Group Element or Module Summary Reports.
  • Individual and Combined Test Logs.
  • Test Metrics and Benchmark Reports.
  • Test Input and Output Reports.
  • Test Incident Reports.

Testing Task and Requirements List

A description of tasks and the skills required for performing testing as a part of the deliverables. A description of the hardware and environmental requirements for performing testing as a part of the deliverables. Focus on restraints such as resource availability, time constraints, staff and developer availability, and all other external factors that can influence testing.

Risk and Assumption Contingency Plan(s)

Insert a description of the contingency plan for each item listed above. A description of the Software Testing Plan change request and change management procedure. Describe the process that must be followed for submission, review and authorization for all requests for change to the Software Testing Plan or any change to any part of the deliverables.

Approval for Software Testing Plan

A description of the personnel authorized to approve the Software Testing Plan. Their Name, Title and signature must accompany this document. Date when the contact was signed.

Appendices

A description of all other supporting information required for the understanding and execution of the Software Testing plan and requirements.

All Software Testing Plan documents require the following two appendices:

1 Definitions, Acronyms, Abbreviations

A description of the definition of important terms, abbreviations and acronyms. This may also include a Glossary of terms.

2 References

A listing of all citations to all documents and meetings referenced or used in the preparation of this Software Testing Plan and testing requirements document.

Customer Initials Developer Initials

The complete Software Testing Plan - with the actual formatting and layout - is available as a single template or as part of a library of related templates in a Contract Pack or the Professional Bundle.
Software Testing Plan

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Key Takeaways

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Frequently Asked Questions

How do I customize this contract to fit my business needs?

Customizing this contract involves editing the document to include your business details, terms, and conditions. The templates are designed to be flexible, allowing you to insert your company's name, address, and other relevant information. You can modify clauses to reflect your unique business practices and legal requirements.

Is this contract compliant with laws and regulations?

The legal contract templates are written by legal professionals and designed to comply with current laws and regulations at the time of their writing. However, laws can vary by jurisdiction and change over time, so it's recommended to have your contract reviewed by a local attorney to ensure it meets all legal requirements specific to your region and industry. Templates are licensed as self-help information and not as legal advice.

Can I use the same contract for different clients or projects?

You can use the same contract for different clients or projects. The templates are versatile and easily adapted for various scenarios. You will need to update specific details such as client names, project descriptions, and any unique terms for each new agreement to ensure that each contract accurately reflects the particulars of the individual client or project.

What should I do if I encounter a clause or term I don't understand?

If you encounter a clause or term in the contract that you need help understanding, you can refer to guidance notes explaining each section's purpose and use. For more complex or unclear terms, it's advisable to consult with a legal professional who can explain the clause and help you determine if any modifications are necessary to suit your specific needs.

How do I ensure that the contract is legally binding and enforceable?

To ensure that the contract is legally binding and enforceable, follow these steps:

  • Complete all relevant sections: Make sure all blanks are filled in with accurate information.
  • Include all necessary terms and conditions: Ensure that all essential elements, such as payment terms, deliverables, timelines, and responsibilities, are clearly defined.
  • Signatures: Both parties must sign the contract, and it is often recommended that the contract be witnessed or notarized, depending on the legal requirements in your jurisdiction.
  • Consult a legal professional: Before finalizing the contract, have it reviewed by an attorney to ensure it complies with applicable laws and protects your interests.

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