Phase 2: Test Planning
Test Planning is where QA defines the HOW of testing — what will be tested, how it will be tested, who will test it, when it will happen, what tools will be used, and what risks might affect the plan. The primary output is the Test Plan document — a formal agreement between the QA team and project stakeholders about the scope, approach, timeline, and quality goals for the testing effort.
What Goes Into a Test Plan
- Test Scope: What features and requirements are IN scope for testing, and what is explicitly OUT of scope. Being clear about what you're NOT testing is as important as what you are
- Test Approach: What types of testing will be conducted (functional, regression, performance, security), what levels (unit, integration, system, UAT), and what techniques (equivalence partitioning, boundary value analysis, exploratory)
- Test Estimation: How long will testing take? Use Work Breakdown Structure (WBS) — break testing into tasks, estimate each task, sum them up. Add a risk buffer (typically 20-30%)
- Resource Plan: Who is responsible for what? Which environment will be used? What test data sources are needed? Which tools (Jira, TestRail, Selenium) are required?
- Risk and Mitigation: What could go wrong that would affect testing? (Late delivery from dev, environment instability, key tester sick.) What's the mitigation for each risk?
- Test Schedule: Milestone dates for test case completion, environment readiness, test execution start, UAT, and sign-off
Entry and Exit Criteria — Phase 2
Entry: Requirements review complete (Phase 1 exit achieved), project timeline and resources confirmed, tool access available. Exit: Test Plan document reviewed and signed off by project manager, QA lead, and business stakeholders. Sign-off is not bureaucracy — it creates shared commitment to the testing scope and protects QA when stakeholders later ask 'why didn't you test X?' (because X was outside the signed scope).
Combine manual + automated testing for comprehensive coverage
Tip
Tip
Practice Phase 2 Test Planning in small, isolated examples before integrating into larger projects. Breaking concepts into small experiments builds genuine understanding faster than reading alone.
Practice Task
Note
Practice Task — (1) Write a working example of Phase 2 Test Planning from scratch without looking at notes. (2) Modify it to handle an edge case (empty input, null value, or error state). (3) Share your solution in the Priygop community for feedback.
Quick Quiz
Common Mistake
Warning
A common mistake with Phase 2 Test Planning is skipping edge case testing — empty inputs, null values, and unexpected data types. Always validate boundary conditions to write robust, production-ready qa engineering code.
Key Takeaways
- Test Planning is where QA defines the HOW of testing — what will be tested, how it will be tested, who will test it, when it will happen, what tools will be used, and what risks might affect the plan.
- Test Scope: What features and requirements are IN scope for testing, and what is explicitly OUT of scope. Being clear about what you're NOT testing is as important as what you are
- Test Approach: What types of testing will be conducted (functional, regression, performance, security), what levels (unit, integration, system, UAT), and what techniques (equivalence partitioning, boundary value analysis, exploratory)
- Test Estimation: How long will testing take? Use Work Breakdown Structure (WBS) — break testing into tasks, estimate each task, sum them up. Add a risk buffer (typically 20-30%)