Sparround

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 sectionWhat goes in itWhy it matters
Scope (in / out)What is tested and — especially — what is NOT testedThe most important section: it aligns expectations up front and prevents later disputes
Test approachWhich levels, types and techniques will be appliedThe team shares one approach and gaps become visible
Entry criteriaWhat must be ready before testing starts (build deployed, smoke passed, test data available)Prevents wasting time on half-finished builds
Exit criteriaConditions for calling testing done (0 critical bugs, 95% of planned cases executed)Gives an objective answer to "when are we done?"
Environment and test dataWhich environments, which integrations are mocked, where data comes fromIn insurance a real payment gateway can't be hammered — this must be agreed in advance
Risks and dependenciesWhat could block testing and the contingencyA delay is not a surprise — it was flagged in advance
Roles and scheduleWho is responsible for what, on which datesResponsibility 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?"