What is Test Strategy, and how to write a Test Strategy Document

The written test strategy is one of the most important documents in software testing. It is a plan that defines a testing approach for a project, and that also briefly describes what needs to be done for certain objectives to be achieved and a common goal in delivery quality is reached. To write an effective test strategy, every QA needs to be thinking and brainstorming while making a test strategy document because initiating one’s thought processes will help identify missing requirements. If properly designed, the chance is slim for any key activity to be missed out in the process.

What is test strategy?

What is Test Strategy?

The answer lies within the question “How is a team is going to test the particular application?” This means that the exact process the team is going to follow in the testing environment should be mentioned. Most organizations follow a standard template but even without using one, it is possible to write a test strategy that is simple but effective.

But what’s the difference between test plan and test strategy? Both terms can often confuse testers. A test plan is a vision as to what a team wants to achieve, whereas a test strategy is a roadmap designed to achieve that vision.

What should a Test Strategy Document include?

Scope and Overview

We will expand our discussion now to include testing activities and phases which need to be carried out, the overall project timeline as defined in the test plan, as well as information on who the document is for.

The Test Approach

In this section, the testing process, level of testing to be carried out on the product, and the roles and responsibilities of each team member are mentioned. It also elaborates every test type defined in the test plan (unit, integration, system, regression, smoke, usability, performance, etc.) as well as consideration of why the particular testing type should be employed, who will perform this testing activity, what will be the responsibilities of the tester, and details of any automation strategy and tools if applicable.

Test Environment

Here, information about the test environment setup needs to be clearly outlined, and the number of test environments required is also mentioned. For example, you might need a development environment where the application is tested before moving into the testing environment, or setting up a test environment for the functional test team and another environment for UAT team. This section contains all details of the team members allocated to each environment, software and hardware requirements for the environment(s), memory, OS, etc.

Tools for Testing

This section usually outlines the test management and automation tools required for test execution. In order to carry out performance, load, and security testing, the organization needs to list all tools and approaches needed.

Risk Analysis

Careful consideration of all possible risks will be outlined in this section. A detailed plan to alleviate those risks is provided to help reduce the possibility of failure at any point.

Review and Approval

When all the things have been described in detail, it’s time to review, then approve the test strategy document. A formal sign-off is required from all the main stakeholders of the project which will include project management, business analysis, the development and testing teams, and others according to the organization’s structure. A test strategy document is dynamic and can be changed at later stages whenever there arises a need to do so.


Test strategy document is an important document in the whole of the QA activities in the testing life cycle. A team member should refer to this document from time to time during the execution of the testing process and keep themselves aligned with it until the product is pushed into production. Most of the teams do not rely on test strategy document as their focus is only on test execution, but it is always recommended that basic test strategy document is always helpful in successfully producing a quality product by reducing risks.