Test Planning & Strategy
Learn how to plan your testing work — from understanding what to test, to allocating time, to writing a test strategy document.
What you'll learn
- Understand what a test plan contains and why it matters
- Prioritize tests using a risk-based approach
- Estimate how much time testing will take
- Write a one-page test strategy
Manual QAlessonsJump to another lesson
Test Planning & Strategy
The 5 Key Questions
Every test plan answers five simple questions. Think of them as the who, what, where, when, and how of testing.
- 1
WHAT
Which features and areas will we test?
- 2
WHERE
Which environments — staging, production, specific devices?
- 3
HOW
Which techniques — manual, automated, exploratory?
- 4
WHEN
What is our schedule and timeline?
- 5
WHO
Which testers own which areas?
Anatomy of a Test Plan
A test plan document has a few standard sections. You don’t need to write a 30-page novel — one page is often enough.
Test Plan Document
6 fieldsRisk-Based Prioritization
You will never have time to test everything. So test the risky stuff first. Risk has two parts: how likely a bug is, and how bad it would be.
Risk = Likelihood x Impact
High Impact, Low Likelihood
Payment outage — rare but catastrophic. Test carefully.
High Impact, High Likelihood
Login flow on a new release. Test FIRST and deeply.
Low Impact, Low Likelihood
Footer link in an obscure page. Skip or smoke test.
Low Impact, High Likelihood
Cosmetic glitch on a popular page. Test if time allows.
A Simple Priority Model
Sort every test into one of three levels. The pyramid shows you where your effort goes.
- Level 3 — Nice to Have:Edge cases, rare browsers. Test if time allows.
- Level 2 — Important:Common workflows and inputs. Test thoroughly.
- Level 1 — Must Pass:Core flows that block release if broken.
Quick check
You have 2 days to test a release. The payment flow is critical. A rarely-used admin report also needs testing. What do you do?
Estimating Time
Testing always takes longer than you think. A simple rule: estimate the work, then add a buffer.
Entry vs Exit Criteria
Two gates bookend your testing work. One decides when to start. The other decides when to stop.
Entry Criteria
- Conditions to BEGIN testing
- 'Is the build ready for me?'
- Code is deployed to staging
- Test environment is accessible
- Smoke test passes
- Test data is loaded
Exit Criteria
- Conditions to FINISH testing
- 'Are we safe to ship?'
- All Level 1 tests pass
- No Critical or Major bugs open
- 95%+ of planned tests executed
- Sign-off from product owner
VerdictWithout entry criteria, you start testing a broken build. Without exit criteria, testing never ends — or ends too early.
Practice: Prioritize These Test Items
Drag these test items into priority order — highest priority (Level 1) at the top, lowest (Level 3) at the bottom.
- 1Footer year updates to current year
- 2User can log in with valid credentials
- 3Password reset email is delivered
- 4Checkout with credit card completes successfully