Test plan & test strategy
Two documents get confused constantly, and the interview question is precisely about the difference:
- A test strategy is a long-lived document at organisation or product level. It answers: "how do we test in general?" Test levels, tools, environments, the automation approach, defect management rules. It rarely changes.
- A test plan is a document for a specific project/release. It answers: "who will test this release, when, with what resources?" Scope, schedule, responsibilities, entry/exit criteria, risks.
A simple mnemonic: strategy = how (lasting principles), plan = who, when, how much (this time).
| Test plan section | What goes in it | Why it matters |
|---|---|---|
| Scope (in / out) | What is tested and — especially — what is NOT tested | The most important section: it aligns expectations up front and prevents later disputes |
| Test approach | Which levels, types and techniques will be applied | The team shares one approach and gaps become visible |
| Entry criteria | What must be ready before testing starts (build deployed, smoke passed, test data available) | Prevents wasting time on half-finished builds |
| Exit criteria | Conditions for calling testing done (0 critical bugs, 95% of planned cases executed) | Gives an objective answer to "when are we done?" |
| Environment and test data | Which environments, which integrations are mocked, where data comes from | In insurance a real payment gateway can't be hammered — this must be agreed in advance |
| Risks and dependencies | What could block testing and the contingency | A delay is not a surprise — it was flagged in advance |
| Roles and schedule | Who is responsible for what, on which dates | Responsibility gaps become visible |
IEEE 829 versus Agile reality. The classic IEEE 829 test plan template is a 20+ page document. Many interviewers ask about its sections, but almost no real Agile team writes it in full — and when they do, it's stale by the second sprint.
Lightweight alternatives that work in Agile:
- A one-page test plan — scope, approach, risks, exit criteria on a single A4
- Test strategy on a page — the team's lasting agreements in one place
- Definition of Done — effectively the exit criteria for each story
- A release test checklist — the steps repeated every release
- Test charters — for exploratory sessions
The ideal interview position: you know the classic template, and you also know what is practical in Agile. Knowing only one of the two is a weakness.
Entry/exit criteria come up often because they reveal a QA's objectivity. Good exit criteria are measurable: "0 critical and 0 high severity bugs open, at least 95% of planned cases executed, regression passed on all critical flows". Bad exit criteria: "enough testing has been done". Say the second and the follow-up is instant: "who decides what's enough?"