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The	
  New	
  Agile	
  Tes,ng	
  Quadrants:	
  	
  
Bringing	
  Skilled	
  Testers	
  and	
  Developers	
  Together	
  
	
  
James	
  Bach	
  
james@sa,sfice.com	
  
Michael	
  Bolton	
  
	
  michael@developsense.com)	
  
	
  
(and	
  with	
  helpful	
  comments	
  from	
  Interna,onal	
  Society	
  of	
  SoAware	
  
Tes,ng	
  members:	
  Anne-­‐Marie	
  CharreI,	
  James	
  Lyndsay,	
  Simon	
  Morley,	
  
and	
  Ben	
  Kelly)	
  	
  
Marick’s	
  Original	
  
The New Agile Testing Quadrants: Bringing Skilled Testers and Developers Together - James Bach
•  Marick’s	
  original	
  confuses	
  concept	
  of	
  cri,cal	
  distance	
  with	
  that	
  of	
  
process	
  integrity–	
  sees	
  simple	
  output	
  checks	
  as	
  more	
  “integral”	
  to	
  
the	
  programming	
  process	
  than	
  vigorous	
  tes,ng.	
  (Let’s	
  treat	
  it	
  all	
  
as	
  connected	
  together.	
  It’s	
  agile,	
  dammit.)	
  
•  Crispin/Gregory	
  version	
  implies	
  that	
  cri,que	
  is	
  not	
  suppor,ng	
  the	
  
work	
  of	
  programming.	
  This	
  helps	
  perpetuate	
  the	
  ignorant	
  aVtude	
  
that	
  testers	
  do	
  not	
  belong	
  in	
  Agile	
  unless	
  they	
  write	
  code.	
  (Tes,ng	
  
IS	
  suppor,ng	
  the	
  team.	
  Testers	
  ARE	
  on	
  the	
  team.)	
  
•  Both	
  versions	
  confuse	
  output	
  checking	
  (which	
  is	
  completely	
  
automatable)	
  with	
  tes,ng	
  (which	
  is	
  not).	
  (Tes,ng	
  is	
  a	
  live	
  thought	
  
process,	
  just	
  like	
  programming.)	
  
•  Crispin/Gregory	
  version	
  makes	
  confusing	
  and	
  unnecessary	
  
dis,nc,ons	
  about	
  tes,ng	
  with	
  tools	
  and	
  without	
  tools.	
  (Tools	
  are	
  
not	
  remarkable	
  in	
  tes,ng.	
  Good	
  testers	
  use	
  them	
  anywhere.)	
  
•  Both	
  versions	
  pin	
  certain	
  techniques	
  and	
  approaches	
  to	
  certain	
  
quadrants.	
  (Any	
  test	
  technique	
  or	
  approach	
  may	
  relate	
  to	
  any	
  
quadrant–	
  which	
  represent	
  overarching	
  tasks	
  and	
  goals.)	
  
“Facings”	
  are	
  beside	
  the	
  point.	
  
•  THE	
  BUSINESS	
  needs	
  us	
  to	
  produce	
  something	
  of	
  value.	
  
•  THE	
  BUSINESS	
  needs	
  us	
  to	
  do	
  that	
  efficiently.	
  
•  THE	
  BUSINESS	
  needs	
  to	
  learn	
  what	
  it	
  values	
  over	
  ,me	
  rather	
  
guessing	
  and	
  freezing	
  that	
  guess	
  forever.	
  
	
  
•  Hence,	
  the	
  core	
  heuris,c	
  of	
  agile:	
  con,nually	
  re-­‐focus	
  on	
  
value	
  (in	
  order	
  to	
  produce	
  value)	
  and	
  ply	
  our	
  craQ	
  in	
  ways	
  that	
  
reduce	
  the	
  cost	
  of	
  change	
  (rather	
  than	
  deny	
  change).	
  
	
  
•  “Technology-­‐facing”	
  simply	
  means	
  doing	
  things	
  that	
  help	
  us	
  
build	
  with	
  change	
  in	
  mind–	
  an	
  ac,vity	
  our	
  business	
  clients	
  need	
  
but	
  do	
  not	
  directly	
  care	
  about	
  (or	
  some,mes	
  even	
  know	
  about.)	
  
Reifica,on	
  Fallacy	
  
•  The	
  versions	
  of	
  the	
  quadrants	
  I’ve	
  seen	
  also	
  commit	
  the	
  
“test	
  cases	
  are	
  tes,ng”	
  and	
  “examples	
  are	
  tests”	
  reifica,on	
  
fallacies.	
  	
  
•  Tes,ng	
  cannot	
  be	
  encoded.	
  (Just	
  as	
  “programming”	
  cannot	
  
be	
  encoded.	
  You	
  cannot	
  “code	
  me	
  a	
  programmer.”)	
  
•  It	
  is	
  pointless	
  to	
  discuss	
  whether	
  “business	
  people”	
  can	
  
“read	
  the	
  tests”	
  because	
  what	
  they	
  can	
  read	
  are	
  not	
  tests–	
  
they	
  are	
  par,al	
  representa,ons	
  of	
  tes,ng	
  ac,vity,	
  or	
  else	
  
they	
  are	
  checks.	
  
•  If	
  you	
  try	
  to	
  communicate	
  tes,ng	
  primarily	
  through	
  wri,ng	
  
then	
  you	
  are	
  doing	
  it	
  wrong	
  (viola,ng	
  Agile	
  principles).	
  
Instead:	
  prefer	
  conversa,on	
  and	
  demonstra,on.	
  
Dimensions	
  of	
  Crispin/Gregory	
  
“Agile	
  Tes,ng	
  Quadrants”	
  Based	
  on	
  Marick	
  
	
  
First,	
  refactor	
  those	
  dimensions…	
  
	
  
(This version avoids alienating professional testers and more directly addresses the tension
between business and technology “facings.”)
“Con,nuous	
  aIen,on	
  to	
  technical	
  excellence	
  and	
  good	
  design	
  enhances	
  agility.”	
  	
  
“Our	
  highest	
  priority	
  is	
  to	
  sa,sfy	
  the	
  customer	
  through…valuable	
  soAware”	
  
And	
  remind	
  ourselves	
  of	
  the	
  core	
  tac,cs	
  of	
  Agile…	
  
	
  
And	
  remind	
  ourselves	
  of	
  the	
  core	
  tac,cs	
  of	
  Agile…	
  
	
  
(These are the core tactics as we see them. You may prefer a slightly different list.)
But	
  hold	
  on	
  a	
  moment.	
  
Development	
  plays	
  out	
  over	
  ,me…	
  
	
  
All development
of any new design
works like this.
But	
  hold	
  on	
  a	
  moment.	
  
Development	
  plays	
  out	
  over	
  ,me…	
  
	
  
Waterfall	
  
“Built	
  it	
  right	
  the	
  first	
  ,me.”	
  
Agile	
  
“Build	
  with	
  change	
  in	
  mind.”	
  
So,	
  we	
  have	
  our	
  clockwise	
  cycle…	
  
	
  
…and	
  corners	
  that	
  represent	
  enabling	
  paIerns.	
  
“As”	
  does	
  not	
  mean	
  “aAer”	
  
Although	
  there	
  is	
  a	
  cyclic	
  tendency	
  to	
  these	
  ac,vi,es,	
  they	
  also	
  
overlap,	
  combine,	
  and	
  support	
  each	
  other,	
  in	
  big	
  loops,	
  small	
  loops,	
  
sudden	
  turns,	
  and	
  epicycles.	
  	
  
Like	
  swirls	
  from	
  s,rring	
  a	
  cup	
  of	
  coffee…	
   …not	
  like	
  being	
  ,ed	
  to	
  the	
  hands	
  of	
  a	
  clock	
  
Development	
  isn’t	
  strictly	
  sequen,al!	
  
	
  
Stories,	
  spikes,	
  
itera,ons,	
  sprints,	
  
releases;	
  whatever	
  
name	
  for	
  some	
  
burst	
  of	
  
development	
  work.	
  
The New Agile Testing Quadrants: Bringing Skilled Testers and Developers Together - James Bach
Now,	
  let’s	
  create	
  the	
  tes,ng	
  quadrants…	
  
Each	
  quadrant	
  represents	
  a	
  set	
  of	
  Agile	
  tes,ng	
  ac,vi,es.	
  
(Testing suffuses Agile development, but the character of the activities is quite different in
each of the quadrants.)
(Notice that there are no test techniques or tools listed in the activities. That’s because test
techniques and tools do not live in any particular quadrant.)
“Distance” refers to the difference between one perspective and another. Testing benefits from
diverse perspectives. Shallow testing doesn’t need critical distance, but deeper or naturalistic long-
form testing tends to require or create more distance from the builder’s mindset.
Deep	
  tes,ng	
  requires	
  cri,cal	
  distance.	
  
Envisioning	
  
Success	
  
An,cipa,ng	
  
Failure	
  
Focusing	
  
Mindset	
  
Defocusing	
  
Mindset	
  
Central	
  Obstacle	
  Divides	
  Work	
  
Mt.	
  Mindset	
  
NOTE: We do NOT claim that this work must be done by different people, or that the people
must have different roles. We DO claim that roles on an agile team (collaborating with each
other) are a powerful heuristic for solving the mindset switching problem.
Developer	
  skill	
  focus	
  
Tester	
  skill	
  focus	
  
Business	
  analyst	
  skill	
  focus	
  
Skilled	
  tes,ng	
  and	
  skilled	
  development	
  interact	
  in	
  a	
  
“trading	
  zone”	
  	
  
Peter Galison introduced the notion of a trading zone in Science as a situation
wherein people from different disciplines try to work together despite their
very different and incompatible concepts and language.
Collins’	
  Trading	
  Zones	
  Model	
  
Complex	
  Tes,ng	
  Example	
  #1	
  
Example	
  #2A:	
  3000	
  iden,cal	
  
queries	
  on	
  eBay	
  in	
  1.5	
  hours,	
  
graphing	
  number	
  of	
  hits	
  returned	
  
What	
  explains	
  the	
  weirdly	
  different	
  levels?	
  
284900	
  
283950	
  
0 200 400 600 800 1000
44700448004490045000
Index
sim$V1
Example	
  #2B:	
  Simulator	
  created	
  
by	
  tester	
  to	
  explore	
  one	
  theory	
  of	
  
the	
  strange	
  hit	
  paIern:	
  One	
  
Hadoop	
  cluster	
  out	
  of	
  a	
  hundred	
  
has	
  flaky	
  servers	
  in	
  it.	
  
The New Agile Testing Quadrants: Bringing Skilled Testers and Developers Together - James Bach

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The New Agile Testing Quadrants: Bringing Skilled Testers and Developers Together - James Bach

  • 1. The  New  Agile  Tes,ng  Quadrants:     Bringing  Skilled  Testers  and  Developers  Together     James  Bach   james@sa,sfice.com   Michael  Bolton    michael@developsense.com)     (and  with  helpful  comments  from  Interna,onal  Society  of  SoAware   Tes,ng  members:  Anne-­‐Marie  CharreI,  James  Lyndsay,  Simon  Morley,   and  Ben  Kelly)    
  • 4. •  Marick’s  original  confuses  concept  of  cri,cal  distance  with  that  of   process  integrity–  sees  simple  output  checks  as  more  “integral”  to   the  programming  process  than  vigorous  tes,ng.  (Let’s  treat  it  all   as  connected  together.  It’s  agile,  dammit.)   •  Crispin/Gregory  version  implies  that  cri,que  is  not  suppor,ng  the   work  of  programming.  This  helps  perpetuate  the  ignorant  aVtude   that  testers  do  not  belong  in  Agile  unless  they  write  code.  (Tes,ng   IS  suppor,ng  the  team.  Testers  ARE  on  the  team.)   •  Both  versions  confuse  output  checking  (which  is  completely   automatable)  with  tes,ng  (which  is  not).  (Tes,ng  is  a  live  thought   process,  just  like  programming.)   •  Crispin/Gregory  version  makes  confusing  and  unnecessary   dis,nc,ons  about  tes,ng  with  tools  and  without  tools.  (Tools  are   not  remarkable  in  tes,ng.  Good  testers  use  them  anywhere.)   •  Both  versions  pin  certain  techniques  and  approaches  to  certain   quadrants.  (Any  test  technique  or  approach  may  relate  to  any   quadrant–  which  represent  overarching  tasks  and  goals.)  
  • 5. “Facings”  are  beside  the  point.   •  THE  BUSINESS  needs  us  to  produce  something  of  value.   •  THE  BUSINESS  needs  us  to  do  that  efficiently.   •  THE  BUSINESS  needs  to  learn  what  it  values  over  ,me  rather   guessing  and  freezing  that  guess  forever.     •  Hence,  the  core  heuris,c  of  agile:  con,nually  re-­‐focus  on   value  (in  order  to  produce  value)  and  ply  our  craQ  in  ways  that   reduce  the  cost  of  change  (rather  than  deny  change).     •  “Technology-­‐facing”  simply  means  doing  things  that  help  us   build  with  change  in  mind–  an  ac,vity  our  business  clients  need   but  do  not  directly  care  about  (or  some,mes  even  know  about.)  
  • 6. Reifica,on  Fallacy   •  The  versions  of  the  quadrants  I’ve  seen  also  commit  the   “test  cases  are  tes,ng”  and  “examples  are  tests”  reifica,on   fallacies.     •  Tes,ng  cannot  be  encoded.  (Just  as  “programming”  cannot   be  encoded.  You  cannot  “code  me  a  programmer.”)   •  It  is  pointless  to  discuss  whether  “business  people”  can   “read  the  tests”  because  what  they  can  read  are  not  tests–   they  are  par,al  representa,ons  of  tes,ng  ac,vity,  or  else   they  are  checks.   •  If  you  try  to  communicate  tes,ng  primarily  through  wri,ng   then  you  are  doing  it  wrong  (viola,ng  Agile  principles).   Instead:  prefer  conversa,on  and  demonstra,on.  
  • 7. Dimensions  of  Crispin/Gregory   “Agile  Tes,ng  Quadrants”  Based  on  Marick    
  • 8. First,  refactor  those  dimensions…     (This version avoids alienating professional testers and more directly addresses the tension between business and technology “facings.”) “Con,nuous  aIen,on  to  technical  excellence  and  good  design  enhances  agility.”     “Our  highest  priority  is  to  sa,sfy  the  customer  through…valuable  soAware”  
  • 9. And  remind  ourselves  of  the  core  tac,cs  of  Agile…    
  • 10. And  remind  ourselves  of  the  core  tac,cs  of  Agile…     (These are the core tactics as we see them. You may prefer a slightly different list.)
  • 11. But  hold  on  a  moment.   Development  plays  out  over  ,me…     All development of any new design works like this.
  • 12. But  hold  on  a  moment.   Development  plays  out  over  ,me…     Waterfall   “Built  it  right  the  first  ,me.”   Agile   “Build  with  change  in  mind.”  
  • 13. So,  we  have  our  clockwise  cycle…    
  • 14. …and  corners  that  represent  enabling  paIerns.  
  • 15. “As”  does  not  mean  “aAer”  
  • 16. Although  there  is  a  cyclic  tendency  to  these  ac,vi,es,  they  also   overlap,  combine,  and  support  each  other,  in  big  loops,  small  loops,   sudden  turns,  and  epicycles.     Like  swirls  from  s,rring  a  cup  of  coffee…   …not  like  being  ,ed  to  the  hands  of  a  clock   Development  isn’t  strictly  sequen,al!    
  • 17. Stories,  spikes,   itera,ons,  sprints,   releases;  whatever   name  for  some   burst  of   development  work.  
  • 19. Now,  let’s  create  the  tes,ng  quadrants…  
  • 20. Each  quadrant  represents  a  set  of  Agile  tes,ng  ac,vi,es.   (Testing suffuses Agile development, but the character of the activities is quite different in each of the quadrants.)
  • 21. (Notice that there are no test techniques or tools listed in the activities. That’s because test techniques and tools do not live in any particular quadrant.)
  • 22. “Distance” refers to the difference between one perspective and another. Testing benefits from diverse perspectives. Shallow testing doesn’t need critical distance, but deeper or naturalistic long- form testing tends to require or create more distance from the builder’s mindset. Deep  tes,ng  requires  cri,cal  distance.  
  • 23. Envisioning   Success   An,cipa,ng   Failure   Focusing   Mindset   Defocusing   Mindset  
  • 24. Central  Obstacle  Divides  Work   Mt.  Mindset   NOTE: We do NOT claim that this work must be done by different people, or that the people must have different roles. We DO claim that roles on an agile team (collaborating with each other) are a powerful heuristic for solving the mindset switching problem. Developer  skill  focus   Tester  skill  focus   Business  analyst  skill  focus  
  • 25. Skilled  tes,ng  and  skilled  development  interact  in  a   “trading  zone”     Peter Galison introduced the notion of a trading zone in Science as a situation wherein people from different disciplines try to work together despite their very different and incompatible concepts and language.
  • 28. Example  #2A:  3000  iden,cal   queries  on  eBay  in  1.5  hours,   graphing  number  of  hits  returned   What  explains  the  weirdly  different  levels?   284900   283950  
  • 29. 0 200 400 600 800 1000 44700448004490045000 Index sim$V1 Example  #2B:  Simulator  created   by  tester  to  explore  one  theory  of   the  strange  hit  paIern:  One   Hadoop  cluster  out  of  a  hundred   has  flaky  servers  in  it.