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I
ARCHITECTING
A TEST
STRATEGY
Brendan Connolly
@theBConnolly
http://brendanconnolly.net
TEST STRATEGY
Guiding principles that
provide focus, context,
and drive actions
of the team to manage risk
@theBConnolly
Testing isn’t always well
understood
That leads to feelings of fear
When things go wrong scared
people often look to blame.
AM
BIGUITY
UN
CERTAIN
TY
BLAME
WHY STRATEGY
MATTERS
@theBConnolly
People love knowing there
is a plan
Testing means different
things to different people
Move together towards
quality
CLARITY
ALIGN
M
EN
T
QUALITY
WHY STRATEGY
MATTERS
@theBConnolly
ROLE
OF
AUTOMATION
I
@theBConnolly
How much time should
we spend writing,
maintaining, debugging
automation?
How many tests should
we automate?
How long should it take
to run?
What tests should we
automate?
What isn’t a good fit for
automation?
LOOKING FOR ANSWERS
TIME QUANTITY CHOICE
@theBConnolly
TEST
MONUMENTS
What can all these
Test Automation Pyramids tell us?
@theBConnolly
TEST PYRAMID
MATHEMATICS
Treating the Test Pyramid as a
triangle
Use geometry & trigonometry to
find the total area of each level
@theBConnolly
For the Original 3 Layer Test Pyramid
Assuming Each Layer Is Equally Tall
Using Different Dimensions the
Results Are Uniform
@theBConnolly
TEST PYRAMID MATHEMATICS
RESULTS
3 levels UI Service Unit
Great Pyramid 11.1% 33.3% 55.6%
Equilateral 11.1% 33.4% 55.5%
45-45-90 11.17% 33.21% 55.62%
Same Assumptions...
More Levels
@theBConnolly
TEST PYRAMID MATHEMATICS
RESULTS
4 levels UI Component Integration Unit
Great Pyramid 6.3% 18.7% 31.3% 43.7%
Equilateral 6.3% 18.8% 31.3% 43.7%
45-45-90 6.18% 18.79% 31.15% 43.88%
5 levels UI API Component Integration Unit
Great
Pyramid
4% 12% 19.8% 28.2% 36%
We can agree about the Top
We can agree about the Bottom
We undervalue the Delicious
Goodness in the Middle
@theBConnolly
THE GOOEY
CENTER Unit Gooey Center UI
36-55% 33-60% 4-11%
A QUESTION OF
QUANTITY
Per the Test Pyramid for every
100 tests added you would
have:
- 35-55 unit tests,
- 33-60 service tests
- 4-11 UI / E2E tests.
Does that fit with the practices
on your team?
@theBConnolly
@theBConnolly
A QUESTION OF
TIME
Per the Test Pyramid for a 40 hour
work week:
- 18 hours writing & maintaining
unit level tests
- 18 hours writing & maintaining
service level tests
- 4 hours writing & maintaining
UI level tests.
A QUESTION OF
EFFORT
Using Effort for estimation brings
automation in line with the feature
development.
Point Stories Inclusively but use
automation effort a metric for
comparison.
@theBConnolly
THE HANDFUL
HEURISTIC
For a given area of your
product you only need a
handful of end to end tests
There is great power in a
handful of meaningful &
reliable tests
@theBConnolly
CONFIRM &
CHARACTERIZE
Write the Tests that:
- Confirm that the Application is
Releasable
- Characterize Key Behaviors
@theBConnolly
ROLE
OF
THE TEAM
@theBConnolly
ROLE OF THE TEAM
PERSONAS
Your Team is Unique
To uncover the best
automation strategy
Understand your team first
@theBConnolly
The person or group
responsible for writing
test automation
The person or system
responsible for running
the automated test suite
The person or system
that derives value from
the results of test
execution
AUTOMATION
PERSONAS
CREATOR EXECUTOR CONSUMER
@theBConnolly
Writes tests while
developing new
functionality
Runs tests as changes
are made
Test results inform and
guide decisions through
development process
Developer Developer Developer
AUTOMATION PERSONAS
UNIT TESTS CASE #1
EXECUTOR CONSUMERCREATOR
@theBConnolly
Writes tests while
developing new
functionality
When code is checked in
tests are run and results
collected
Team knows their
individual changes are
not unintentionally
affecting others
Developer CI/CD Pipeline Dev Team
AUTOMATION PERSONAS
UNIT TESTS CASE #2
EXECUTORCREATOR CONSUMER
@theBConnolly
Writes tests while
developing new
functionality
When code is checked in
tests are run and results
collected
Tooling consumes or
analyzes to derive
actionable information
Developer CI/CD Pipeline Metrics
AUTOMATION PERSONAS
UNIT TESTS CASE #3
EXECUTORCREATOR CONSUMER
@theBConnolly
Contextual Benefit - Direct & Meaningful Impact
on Day to Day Work
Collective Ownership - Team comes together to support
quality outcomes
Multiple Consumers - Value increased and costs reduced as
tests provide multiple streams of value.
@theBConnolly
UNIT TEST
VALUE CHARACTERISTICS
QA / Tester writes
automated tests
Tests are run on some
cadence. Before release,
nightly build etc.
Who is this for? How Do
they benefit?
QA Schedule ???
AUTOMATION PERSONAS
UI / E2E TESTS
EXECUTORCREATOR CONSUMER
@theBConnolly
QA / Tester writes
automated tests
Tests are run on some
cadence. Before release,
nightly build etc.
QA / Tester reviews the
test results focusing on
tests they own
QA Schedule QA
AUTOMATION PERSONAS
UI / E2E TESTS CASE #1
EXECUTORCREATOR CONSUMER
@theBConnolly
A dedicated team of
automators writes tests
QA / Tester runs the
tests as needed based
on release schedule
Managers look at test
result reports tracking
trends and metrics.
Automation
Team
QA Management
AUTOMATION PERSONAS
UI / E2E TESTS CASE #2
EXECUTORCREATOR CONSUMER
@theBConnolly
Contextual Benefit - Ensure Tests Provide Direct & Meaningful
Value
Collective Ownership - It Takes a Village to Support
Automation
Multiple Consumers - Identify Questions That Automation Can
Answer for Consumers
@theBConnolly
UI / E2E TEST
SUCCESS CRITERIA
RE-MODELING
I
@theBConnolly
A MODEL OF
ISOLATION
THERE IS ALWAYS A BROADER
CONTEXT
WE TEST TO UNDERSTAND
THE REALITY OF THAT
CONTEXT
@theBConnolly
QUALITY
CATHEDRALI
@theBConnolly
Just like the Test Pyramid a
Quality Cathedral is built
upon a solid foundation of
unit tests
QUALITY CATHEDRAL
FOUNDATION
@theBConnolly
Focused On Building A
Quality Application that
Inspires & Engages Our
Users
QUALITY CATHEDRAL
APPLICATION
CENTRIC
@theBConnolly
Higher Level Tests Stand
Alongside the Application
Supporting the It Exactly
Where It Needs it
QUALITY CATHEDRAL
TARGETED
SUPPORTS
@theBConnolly
Free Standing Supports
that reinforce lower
level tests
QUALITY CATHEDRAL
BUTTRESSING
QUALITY
@theBConnolly
I
STRUCTURED
TO SUPPORT
THE WHOLE
@theBConnolly
A Network of Tests that
work together to withstand
the demand & stress your
product faces
QUALITY CATHEDRAL
SCALE &
WITHSTAND
@theBConnolly
You know your product
You know your team
Target where your application
needs support with your
resources to efficiently
manage risk
QUALITY CATHEDRAL
YOUR TEAM
YOUR SUPPORTS
@theBConnolly
CHARTERING
A
STRATEGY
I
@theBConnolly
WATCHING OUT
FOR WATERFALLS
Heavy Documentation
Explicit Processes
Bureaucracy
These do not guarantee better
outcomes
Strategy needs to be Agile too
@theBConnolly
EXPLORATORY TEST
CHARTERS
@theBConnolly
TEST STRATEGY
CHARTERS
Use (Testing / Automation Technique)
Led By (Owner / Creator)
To Support (Desired Outcomes)
@theBConnolly
TEST STRATEGY
CHARTER EXAMPLES
Use Unit Testing
Led By Developers
To Support a healthy codebase and easier
refactoring
Use End 2 End UI Tests
Led By QA with Dev support
To Support Exploratory testing on stable
builds
@theBConnolly
STRATEGY EVALUATION
EVENTS
When:
- Projects Kickoff / End
- Team Members
Change
- Incidents / Outages
- Team Retro’s
Discuss, Evolve, Reflect
@theBConnolly
TEST STRATEGY
RETROSPECTIVE
Even without a documented
test strategy, people will have their
own ideas about what types of
testing activities should or should
not be occurring.
It is worth periodically checking that
everyone is on the same page.
- Katrina Clokie
https://leanpub.com/testingindevops
@theBConnolly
BUILDING YOUR
STRATEGY
Your App, Your Team, Your Needs
Empower Quality
@theBConnolly
BE WELL,
CREATE,
SHARE
Connect With Me
@theBConnolly
http://brendanconnolly.net

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Architecting A Testing Strategy

  • 2. TEST STRATEGY Guiding principles that provide focus, context, and drive actions of the team to manage risk @theBConnolly
  • 3. Testing isn’t always well understood That leads to feelings of fear When things go wrong scared people often look to blame. AM BIGUITY UN CERTAIN TY BLAME WHY STRATEGY MATTERS @theBConnolly
  • 4. People love knowing there is a plan Testing means different things to different people Move together towards quality CLARITY ALIGN M EN T QUALITY WHY STRATEGY MATTERS @theBConnolly
  • 6. How much time should we spend writing, maintaining, debugging automation? How many tests should we automate? How long should it take to run? What tests should we automate? What isn’t a good fit for automation? LOOKING FOR ANSWERS TIME QUANTITY CHOICE @theBConnolly
  • 7. TEST MONUMENTS What can all these Test Automation Pyramids tell us? @theBConnolly
  • 8. TEST PYRAMID MATHEMATICS Treating the Test Pyramid as a triangle Use geometry & trigonometry to find the total area of each level @theBConnolly
  • 9. For the Original 3 Layer Test Pyramid Assuming Each Layer Is Equally Tall Using Different Dimensions the Results Are Uniform @theBConnolly TEST PYRAMID MATHEMATICS RESULTS 3 levels UI Service Unit Great Pyramid 11.1% 33.3% 55.6% Equilateral 11.1% 33.4% 55.5% 45-45-90 11.17% 33.21% 55.62%
  • 10. Same Assumptions... More Levels @theBConnolly TEST PYRAMID MATHEMATICS RESULTS 4 levels UI Component Integration Unit Great Pyramid 6.3% 18.7% 31.3% 43.7% Equilateral 6.3% 18.8% 31.3% 43.7% 45-45-90 6.18% 18.79% 31.15% 43.88% 5 levels UI API Component Integration Unit Great Pyramid 4% 12% 19.8% 28.2% 36%
  • 11. We can agree about the Top We can agree about the Bottom We undervalue the Delicious Goodness in the Middle @theBConnolly THE GOOEY CENTER Unit Gooey Center UI 36-55% 33-60% 4-11%
  • 12. A QUESTION OF QUANTITY Per the Test Pyramid for every 100 tests added you would have: - 35-55 unit tests, - 33-60 service tests - 4-11 UI / E2E tests. Does that fit with the practices on your team? @theBConnolly
  • 13. @theBConnolly A QUESTION OF TIME Per the Test Pyramid for a 40 hour work week: - 18 hours writing & maintaining unit level tests - 18 hours writing & maintaining service level tests - 4 hours writing & maintaining UI level tests.
  • 14. A QUESTION OF EFFORT Using Effort for estimation brings automation in line with the feature development. Point Stories Inclusively but use automation effort a metric for comparison. @theBConnolly
  • 15. THE HANDFUL HEURISTIC For a given area of your product you only need a handful of end to end tests There is great power in a handful of meaningful & reliable tests @theBConnolly
  • 16. CONFIRM & CHARACTERIZE Write the Tests that: - Confirm that the Application is Releasable - Characterize Key Behaviors @theBConnolly
  • 18. ROLE OF THE TEAM PERSONAS Your Team is Unique To uncover the best automation strategy Understand your team first @theBConnolly
  • 19. The person or group responsible for writing test automation The person or system responsible for running the automated test suite The person or system that derives value from the results of test execution AUTOMATION PERSONAS CREATOR EXECUTOR CONSUMER @theBConnolly
  • 20. Writes tests while developing new functionality Runs tests as changes are made Test results inform and guide decisions through development process Developer Developer Developer AUTOMATION PERSONAS UNIT TESTS CASE #1 EXECUTOR CONSUMERCREATOR @theBConnolly
  • 21. Writes tests while developing new functionality When code is checked in tests are run and results collected Team knows their individual changes are not unintentionally affecting others Developer CI/CD Pipeline Dev Team AUTOMATION PERSONAS UNIT TESTS CASE #2 EXECUTORCREATOR CONSUMER @theBConnolly
  • 22. Writes tests while developing new functionality When code is checked in tests are run and results collected Tooling consumes or analyzes to derive actionable information Developer CI/CD Pipeline Metrics AUTOMATION PERSONAS UNIT TESTS CASE #3 EXECUTORCREATOR CONSUMER @theBConnolly
  • 23. Contextual Benefit - Direct & Meaningful Impact on Day to Day Work Collective Ownership - Team comes together to support quality outcomes Multiple Consumers - Value increased and costs reduced as tests provide multiple streams of value. @theBConnolly UNIT TEST VALUE CHARACTERISTICS
  • 24. QA / Tester writes automated tests Tests are run on some cadence. Before release, nightly build etc. Who is this for? How Do they benefit? QA Schedule ??? AUTOMATION PERSONAS UI / E2E TESTS EXECUTORCREATOR CONSUMER @theBConnolly
  • 25. QA / Tester writes automated tests Tests are run on some cadence. Before release, nightly build etc. QA / Tester reviews the test results focusing on tests they own QA Schedule QA AUTOMATION PERSONAS UI / E2E TESTS CASE #1 EXECUTORCREATOR CONSUMER @theBConnolly
  • 26. A dedicated team of automators writes tests QA / Tester runs the tests as needed based on release schedule Managers look at test result reports tracking trends and metrics. Automation Team QA Management AUTOMATION PERSONAS UI / E2E TESTS CASE #2 EXECUTORCREATOR CONSUMER @theBConnolly
  • 27. Contextual Benefit - Ensure Tests Provide Direct & Meaningful Value Collective Ownership - It Takes a Village to Support Automation Multiple Consumers - Identify Questions That Automation Can Answer for Consumers @theBConnolly UI / E2E TEST SUCCESS CRITERIA
  • 29. A MODEL OF ISOLATION THERE IS ALWAYS A BROADER CONTEXT WE TEST TO UNDERSTAND THE REALITY OF THAT CONTEXT @theBConnolly
  • 31. Just like the Test Pyramid a Quality Cathedral is built upon a solid foundation of unit tests QUALITY CATHEDRAL FOUNDATION @theBConnolly
  • 32. Focused On Building A Quality Application that Inspires & Engages Our Users QUALITY CATHEDRAL APPLICATION CENTRIC @theBConnolly
  • 33. Higher Level Tests Stand Alongside the Application Supporting the It Exactly Where It Needs it QUALITY CATHEDRAL TARGETED SUPPORTS @theBConnolly
  • 34. Free Standing Supports that reinforce lower level tests QUALITY CATHEDRAL BUTTRESSING QUALITY @theBConnolly
  • 36. A Network of Tests that work together to withstand the demand & stress your product faces QUALITY CATHEDRAL SCALE & WITHSTAND @theBConnolly
  • 37. You know your product You know your team Target where your application needs support with your resources to efficiently manage risk QUALITY CATHEDRAL YOUR TEAM YOUR SUPPORTS @theBConnolly
  • 39. WATCHING OUT FOR WATERFALLS Heavy Documentation Explicit Processes Bureaucracy These do not guarantee better outcomes Strategy needs to be Agile too @theBConnolly
  • 41. TEST STRATEGY CHARTERS Use (Testing / Automation Technique) Led By (Owner / Creator) To Support (Desired Outcomes) @theBConnolly
  • 42. TEST STRATEGY CHARTER EXAMPLES Use Unit Testing Led By Developers To Support a healthy codebase and easier refactoring Use End 2 End UI Tests Led By QA with Dev support To Support Exploratory testing on stable builds @theBConnolly
  • 43. STRATEGY EVALUATION EVENTS When: - Projects Kickoff / End - Team Members Change - Incidents / Outages - Team Retro’s Discuss, Evolve, Reflect @theBConnolly
  • 44. TEST STRATEGY RETROSPECTIVE Even without a documented test strategy, people will have their own ideas about what types of testing activities should or should not be occurring. It is worth periodically checking that everyone is on the same page. - Katrina Clokie https://leanpub.com/testingindevops @theBConnolly
  • 45. BUILDING YOUR STRATEGY Your App, Your Team, Your Needs Empower Quality @theBConnolly
  • 46. BE WELL, CREATE, SHARE Connect With Me @theBConnolly http://brendanconnolly.net