System Test Plan

Table of Contents

1. Introduction
2. Objectives
3. Scope
4. Test Strategy
5. Test Plan
   • Test Environment
   • Test Criteria
   • Test Deliverables
6. Test Schedule
7. Resources
8. Roles and Responsibilities
9. Defect Management
10. Risk Management
11. Communication Plan
12. Approval

Introduction

This document outlines the System Test Plan for the Balance Scorecard Setup project. The purpose of this document is to define the testing approach, resources, schedule, and deliverables for ensuring that the system meets the required specifications and aligns projects with the strategic goals of the business.

Objectives

The primary objective of the system testing is to validate that the Balance Scorecard implementation aligns projects monitored by a PMO with the strategic goals of the organization. This includes ensuring that the system accurately incorporates financial, customer, internal business process, and innovation and learning perspectives with corresponding goals and measures.

Scope

The scope of the system testing includes the following features and functionalities:

• Financial Perspective: Goals, measures, success, and failure criteria
• Customer Perspective: Goals, measures, success, and failure criteria
• Internal Business Process Perspective: Goals, measures, success, and failure criteria
• Innovation and Learning Perspective: Goals, measures, success, and failure criteria
• Alignment of projects with strategic goals as shown in the Balance Scorecard
• Reports and dashboards for monitoring project alignment

Test Strategy

The overall test strategy will include the following types of testing:

• Functional Testing: Verify that each perspective and its components (goals, measures, success, and failure criteria) are correctly implemented.
• Integration Testing: Ensure that the Balance Scorecard integrates seamlessly with the PMO system.
• Performance Testing: Validate the system's performance under expected user loads.
• Security Testing: Ensure that the system is secure from unauthorized access and data breaches.

Test Plan

Test Environment

The test environment will include the necessary hardware, software, and network configurations to simulate the production environment:

• Hardware: Servers, workstations
• Software: Operating systems, Balance Scorecard application, PMO system
• Network: Configurations to simulate real-world connectivity and data flow

Test Criteria

• Entry Criteria:
  • Test environment set up and validated
  • Test data prepared and available
  • Test cases reviewed and approved
• Exit Criteria:
  • All test cases executed
  • All critical and high-priority defects resolved
  • Test summary report prepared and reviewed

Test Deliverables

• Test cases
• Test scripts
• Test data
• Test execution reports
• Defect logs
• Test summary report

Test Schedule

Milestone	Date
Test Plan Approval	12/20/2024
Test Environment Setup	12/22/2024
Test Case Development	12/23/2024 - 12/29/2024
Test Execution	12/30/2024 - 01/05/2025
Defect Resolution	01/06/2025 - 01/10/2025
Test Summary Report	01/11/2025

Resources

• Personnel: Test Manager, Test Lead, Test Engineers, Developers, Business Analyst
• Tools: Test management tools, defect tracking tools
• Materials: Test data, test cases, test scripts

Roles and Responsibilities

Role	Responsibility
Test Manager	Oversee the testing process, manage resources, and ensure adherence to the test plan
Test Lead	Coordinate testing activities and manage the test team
Test Engineer	Design and execute test cases, report defects
Developer	Fix defects and provide technical support
Business Analyst	Ensure test cases align with business requirements

Defect Management

Defects will be recorded, tracked, and resolved using the following process:

• Defect Logging: Test Engineers log defects in the defect tracking tool
• Defect Triage: Test Lead reviews and prioritizes defects
• Defect Resolution: Developers fix defects and update status in the tracking tool
• Verification: Test Engineers verify the fixes and close defects

Risk Management

Potential risks and mitigation strategies include:

• Risk: Delays in test environment setup
  • Mitigation: Plan and allocate additional time for setup
• Risk: Incomplete or inaccurate test data
  • Mitigation: Thorough review and validation of test data
• Risk: High number of defects
  • Mitigation: Allocate additional resources for defect resolution

Communication Plan

Communication Type	Audience	Frequency	Medium	Owner
Status Report	Project Team	Weekly	Email	Test Manager
Defect Review Meeting	Key Stakeholders	Bi-weekly	Meeting	Test Lead
Test Summary Report	All Stakeholders	End of Testing Phase	Document	Test Manager

Approval

• Prepared by: Wayne Sheridan
• Email: wayne.sheridan@gmail.com
• Date: 12/18/2024
• Approved by: [Approver's Name]
• Date: [Approval Date]