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YOUR COMPANY NAME
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YOUR COMPANY NAME
Strategic Direction
Proposal

Strategic Plan for supporting the growth of
YOUR COMPANY NAME




                    Page 1                    7/27/2012
                        Signatures:
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                            Page 1                                     7/27/2012
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                                                             Table of Contents
Mission Statement .............................................................................................................. 3
Team Objectives ................................................................................................................. 3
   Document the Core Competencies needed by Testers and Test Leads ................................. 3
      Outline the Core Competencies needed by Testers and Test Leads ................................................. 4
      Training and mentorship ..................................................................................................................... 5
   Direct all hiring for YOUR COMPANY NAME and maintain Organizational Chart ....... 7
   Standardize Team Deliverables ................................................................................................ 7
   Create Management Reporting Tools to support the Infrastructure .................................... 9
   Organizational Chart ............................................................................................................... 10
Transition Plan ................................................................................................................ 11
Risks.................................................................................................................................. 11




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YOUR COMPANY NAME
Strategic Direction Proposal
Strategic Plan for supporting the growth of
YOUR COMPANY NAME

Mission Statement
To equip YOUR COMPANY NAME to lead YOUR DEPARTMENT NAME in testing techniques
and practices by mm/dd/yyyy.


Team Objectives
To accommodate the explosive growth of YOUR COMPANY NAME, we will create a new Strategic
Planning Team that will provide the following services:

       Document the core competencies needed by testers and test leads

       Direct all hiring for YOUR COMPANY NAME and maintain the organizational chart

       Standardize test team deliverables to control costs

       Create management reporting tools to support the infrastructure

       Support Client Test Lab

See the organizational chart later in this document for the specific team members.


Document the Core Competencies needed by Testers and Test Leads

As YOUR COMPANY NAME grows, it is imperative that we hire and retain testers and test leads that
have the necessary skills to provide first class service to the client. To facilitate this, we will:

       Outline the core competencies needed by testers and test leads

       Provide training and mentorship for updating existing employee’s skill sets, ensure that new
        hires meet the minimum core competencies, and create an YOUR COMPANY NAME
        Certification program for those that master the core competencies




                                            3
    


Outline the Core Competencies needed by Testers and Test Leads

Below are the core competencies needed for testers and test leads. There are 4 levels of competency:

    0 = None
    1 = Below Average
    2 = Average
    3 = Above Average

Tester Core Competency Matrix

 Tester Core Competency                                     Minimum          Mastery
                                                            Level            Level
 Ability to create Detailed Test Plan from Master Test      2                3
 Plan, Functional Specification, and Detailed Design
 Documents
 Ability to create Test Cases from a Detailed Test Plan     2                3

 Ability to create a test matrix based on functionality     2                3
 Ability to create solid test cases                         2                3
 Communication skills (written and verbal)                  2                3
 Ability to setup their PC with network connectivity and    2                3
 install products needed to perform job duties
 SQL                                                        2                3
 Ability to use web browsers                                2                3
 Ability to use MS Office (Word, Excel, MS Access)          2                3
 Ability to use MS Outlook                                  1                2
 Ability to use Visual Source Safe                          0                2
 Ability to use Defect Tracker (www.defecttracker.com)      1                3
 Ability to understand the project lifecycle                0                2

 Ability to explain the project life cycle and YOUR         0                2
 COMPANY NAME Methodology
 Understanding of the YOUR COMPANY NAME Web                 0                2
 Site, where to find templates, etc.
                                                   Totals   20               40

Based on the Tester Core Competency Matrix above, new hires must score 20 or greater to be hired.
To obtain an YOUR COMPANY NAME Certified Tester certificate, the tester must score 40 or
higher.




                                            4
Test Lead Core Competency Matrix

 Test Lead Core Competency                                    Minimum   Mastery
                                                              Level     Level
 Ability to create Detailed Test Plan from Master Test        2         3
 Plan, Functional Specification, and Detailed Design
 Documents
 Ability to create Test Cases from a Detailed Test Plan       2         3

 Ability to create a test matrix based on functionality       2         3
 Ability to create solid test cases                           2         3
 Communication skills (written and verbal)                    2         3
 Ability to setup their PC with network connectivity and      2         3
 install products needed to perform job duties
 Ability to create a Master Test Plan from User               2         3
 Requirements and Functional Specifications
 Ability to create a Project Plan (with budgeting and         2         3
 risk analysis) from the Functional Specification and
 Development Project Plan
 Managerial skills (ability to assign tasks, lead a team,     2         3
 lead meetings, motivate employees, report status, etc.)

 Ability to perform Test Plan walk-thrus with test team       2         3
 and development team. Empower test team to lead
 these meetings.
 Ability to explain the project life cycle and YOUR           2         3
 COMPANY NAME Methodology
 Ability to setup their PC with network connectivity and      2         3
 install products needed to perform job duties
 SQL                                                          2         3
 Ability to use using web browsers                            2         3
 Ability to use MS Office (Word, Excel, MS Access)            2         3
 Ability to use MS Outlook                                    1         2
 Ability to use Visual Source Safe                            0         2
 Ability to use Defect Tracker (www.defecttracker.com)        0         2
 Ability to use Front Page to create pages for the YOUR       0         2
 COMPANY NAME Web Site for your team
                                                   Totals     31        53

Based on the Test Lead Core Competency Matrix above, new hires must score 31 or greater to be
hired. To obtain an YOUR COMPANY NAME Certified Test Lead certificate, they must score 53 or
higher.


Training and mentorship

Training

Formal training classes will be created to facilitate the following:



                                              5
      To allow existing employees to meet the minimum core competency scores required by YOUR
       COMPANY NAME

      To allow new hires to raise their core competency scores for areas in which they are weak

      To provide a mechanism for achieving YOUR COMPANY NAME certification

Some of these can be taught internally but others will need formal training as provided by companies
like ST Labs.

    Training Class                                                         Taught By
    YOUR COMPANY NAME Methodology                                          All
    Project Management, Project Life Cycle and Budget Preparation          All
    Test Plan Reviews and Walk-Thrus                                       John Doe, Jane Doe

    Test Team Deliverables (Tracking of deliverables, updating the         Mentor
    project plan, risk assessment, system test metrics)
    YOUR COMPANY NAME Web Site layout, Front Page 2000                     Marty Doe
    training
    Master Test Plan Creation                                              Mentor
    Detailed Test Plan Creation                                            Mentor
    Test Case Creation                                                     Mentor
    Testing Metrics                                                        Mentor
    New Employee Orientation (High level introduction of YOUR              Mentor
    COMPANY NAME)
    Visual Source Safe                                                     Mentor
    Test Case Manager                                                      Mentor
    Defect Tracker (www.defecttracker.com)                                 Mentor
    PC Setup and Installation                                              Mentor
    SQL                                                                    Johnny Doe, Stacey
                                                                           Joe
    Internet Information Server and Internet Explorer 5.0                  Marty Doe

    MS Office (Word, Excel, MS Access)                                     Mentor
    MS Outlook                                                             Mentor
    Managerial Training                                                    Honcho Doe



Mentorship

When a new employee is hired, they will be assigned a “YOUR COMPANY NAME Mentor”. The
YOUR COMPANY NAME Mentor is responsible for the following:

      Welcoming the employee to YOUR COMPANY NAME

      Introducing the employee to the other YOUR COMPANY NAME team members and explain the
       organizational structure

      Explaining the layout of the building, including restrooms, cafeteria, break rooms, printers,
       supplies, drop box for time cards, etc.

      Scheduling the employee for the YOUR COMPANY NAME Orientation class


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      Scheduling the employee for other training classes needed to strengthen their skills.

      Evaluating the employee, updating the Skill set and reporting to SPT.

      Ensuring that the employee gets their PC and phone setup properly

      Explain the YOUR COMPANY NAME Certified Tester and YOUR COMPANY NAME
       Certified Test Lead programs

      Be the main point of contact for the new employee as issues arise


Direct all hiring for YOUR COMPANY NAME and maintain Organizational Chart

The Strategic Planning Team will determine hiring needs by weighing resource needs with existing
resources. Resources from all teams will be charted to determine when resources will become
available. This technique will allow resource pooling thereby maximizing resource utilization and
minimizing the need for new hires.

If it is determined by the Program Manager and the Test Manager that a new hire is necessary, the
Strategic Planning Team will complete the requisition and begin the interview process. The Core
Competency Matrixes will be used to determine if the potential new hire is qualified for the position
along with a written test.

This team is also responsible for alerting Volt and our admin when employees leave YOUR
COMPANY NAME.


Standardize Team Deliverables

To provide a more professional service to our clients, we will standardize team deliverables.
Deliverables will be consistent and of high quality. Below are the deliverables for each phase of the
project:

    Phase          Deliverable                                                     Responsible
    Pre-baseline   YOUR COMPANY NAME Methodology Meeting.                          Honcho Doe
                   Familiarize the project managers, group project managers
                   and directors with YOUR COMPANY NAME
    Pre-baseline   Methodology.
                   Kick off meeting. This is done to familiarize the project       Strategic
                   manager with YOUR COMPANY NAME Methodology                      Planning Team
                   and test deliverables.
    Pre-baseline   Functional Requirement Scrubbing. Attend meetings to            Strategic
                   create functional specifications. Offer suggestions if          Planning Team /
                   anything is un-testable or poorly designed.                     Test Lead
    Pre-baseline   Create web site for the project. A web site is created on       Initially by the
                   the YOUR COMPANY NAME web site (http://wwYOUR                   Strategic
                   COMPANY NAMEtest/YOUR COMPANY NAMEtest/)                        Planning Team,
                   for the project. It will contain all documents related to       kept updated by
                   testing the project including (but not limited to) the Master   the Test Lead
                   Test Plan, Project Plan, Detailed Test Plans, etc. All
                   documents will also be kept in Visual Source Safe (VSS)
                   and will be shadowed to the web site. This allows each
                   document to be automatically copied to the web site once
                   checked into VSS.



                                               7
Pre-baseline   Create Master Test Plan. Before completing Master Test         Test Lead,
               Plan, we must have a mature functional specification. The      guided by the
               Master Test Plan will be created based on a template           Strategic
               (accessible from our web site), and all assumptions will be    Planning Team
               listed. The Master Test Plan will break functionality into
               logical areas (most often specified in the functional
               specification). Once completed, it will be reviewed by the
               Project Manager, Development Manager, User Project
               Manager, Production Support Manager and Strategic
               Planning Team. Once reviewed and amended, it must be
               approved and signed by the Test Manager, Project
               Manager, Development Manager, Production Support
               Manager, and User Project Manager.
Pre-baseline   Create Project Plan and Budget. Before completing the          Test Lead,
               project plan, the development project plan must be             guided by the
               completed as to know what dates we are being asked to          Strategic
               adhere to. This also guides us in determining if the test      Planning Team
               estimates are reasonable. The project plan will be
               detailed, relating back to the functional specification and
               Master Test Plan. It will be created based on a template
               (accessible from our web site), and all assumptions will be
               listed. Possible risk will identified and contingency will
               be planned. The budget will specify resources, duration
               and the expected number of hours worked by each
               resource. The budget is reviewed and approved by the
               Program Manager

Post-          Create Detailed Test Plans. The Master Test Plan breaks        Tester, guided by
baseline       the functionality into logical areas. A Detailed Test Plan     the Test Lead
               is usually created for each logical area. It will be created
               based on a template (accessible from our web site), and all
               assumptions will be listed. Before being created, the
               developers must create a Detailed Design Document,
               which is used to flush out the detailed test coverage for
               each item of functionality. The Detailed Test Plan
               specifies each item of functionality and detailed
               information regarding how each area will be tested. The
               Detailed Test Plan is created by the tester, then reviewed
               by the test team. The other testers can offer additional
               ideas or strategies for testing the functionality and
               determine if anything varies from the functional
               specification. Once approved by the test team, the
               development team reviews the Detailed Test Plan. The
               development team brings a different perspective to the
               plan and can offer insights into whether the test coverage
               is adequate. Once reviewed by the development team,
               Test Cases are derived from the Detailed Test Plan.
Post-          Create Test Cases. Once the Detailed Test Plan has been        Tester, guided by
baseline       created and reviewed by the test and development teams,        the Test Lead
               test cases are created. Test Cases are stored in Defect
               Tracker (www.defecttracker.com). Each test case includes
               the steps necessary to perform the test, expected results
               and contains (or refers to) any data needed to perform the
               test and to verify it works.



                                           8
 Post-           Project and Test Plan Traceability. Review the Master           Test Lead, with
 baseline        Test Plan to ensure all points of the Functional                guidance from
                 Specification are accounted for. Then review the Detailed       the Strategic
                 Test Plan to ensure all points of the Master Test Plan are      Planning Team
                 accounted for. Likewise, that the Test Cases have
                 traceability with the Detailed Test Plan and Functional
                 Spec. Finally, that the Project Plan has traceability with
                 the Master Test Plan.
 Post-           Create Defect Tracker Protocol document. Once testing           Test Lead
 baseline        nears, a Defect Tracker protocol document will be
                 provided by the Test Lead that outlines how Defect
                 Tracker will be used, the templates used and how triage
                 will be conducted. A one-page quick reference form will
                 also be provided as to allow quick access to Defect
                 Tracker Protocol. This information will be created from a
                 template.
 Once testing    Triage. Once testing begins, triage meetings will be held       Test Lead
 begins          to prioritize and assign bugs. This is conducted by the
                 Test Lead and will include the Project Manager and
                 Development Lead. Once user testing begins, the User
                 Project Manager will also attend. Triage meetings are
                 usually held 2 to 3 times per week, depending on the need.
 Bi-Weekly       Update Project Plan and Budgeting. Update the project           Test Lead
                 plan with % complete for each task and enter notes
                 regarding critical issues that arise. Also determine if the
                 test effort is on budget.
 Weekly          Weekly Status Report. The Project Manager will specify          Test Lead
                 who is to receive the weekly status report. This report will
                 identify the % complete of all tasks that should be due by
                 that week, the tasks to be worked on in the next week,
                 metrics indicating the testing statistics (once testing
                 begins), budget status, and any issues or risks that need to
                 be addressed.
 Before          Release to BAT Report. Once System Testing is done and          Test Lead
 sending to      the code is ready for BAT (Business Acceptance Testing),
 BAT             the Test Lead will create a report that summarizes the
                 activities and outlines any areas of risk. It will be created
                 based on a template (accessible from our web site), and all
                 assumptions will be listed.
 Project         Post Mortem Analysis. This is done to analyze how well          Strategic
 Completion      our testing process worked. Relevant information from           Planning Team
                 each post mortem will be used to refine the testing
                 process.



Create Management Reporting Tools to support the Infrastructure

Providing world-class service requires a strong infrastructure for providing timely status information,
metrics, and dependencies between resources and other projects. The infrastructure will evolve as
YOUR COMPANY NAME grows. Initially, the infrastructure will provide web-enabled tools for
viewing all projects from a single source, and a web page that details the testing activities of each
project. Defect Tracker (www.defecttracker.com) will be used to share functional specs, test cases
and defects with others.


                                             9
Organizational Chart

Insert your org chart here




                             10
Transition Plan
Phase 1 – Effective immediately, organizational changes will be implemented and practices will begin
to be standardized. Below are the team objectives that will occur immediately:

   Access the skills of each tester and test lead to determine how they rank in the Core Competency
    Matrix
   Begin developing/coordinating the training programs for employees based on our Core
    Competencies
   Begin the YOUR COMPANY NAME Mentorship program
   Direct all hiring for YOUR COMPANY NAME and maintain Organizational Chart
   Begin to standardize team deliverables and create the templates needed to support this
   Begin to transition current responsibilities to the new roles as to allow minimal disruption to
    existing projects


Phase 2 – Effective mm/dd/yyyy, all roles will be completely transitioned. Below are the team
objectives that will have occurred:

   All templates will be created and the teams will be producing standardized deliverables
   The YOUR COMPANY NAME Mentorship program will be fully implemented
   All training programs will be developed and coordinated
   Begin to create the Management Reporting Tools to support the infrastructure


Phase 3 – Review the process and modify.



Risks
Below of the risks of the Strategic Planning Approach:

   Current staffing level must be maintained, so we will not be able to provide our full attention to
    this until mid-April.

   Since we are raising the performance bar, some existing employees and contractors may not
    measure up.

   Budgeting issues, could initially cost more.

   Testers may be adverse to changes.



Below are the risks of NOT handling these Strategic Issues:

   May not be able to support the growth of YOUR COMPANY NAME

   Production defects may increase if things are not standardized

   YOUR COMPANY NAME’s reputation and credibility may be challenged under the current
    organization

   Hiring people that are not qualified



                                            11
   Deliverables will be missed and will not be able to keep commitments to development

   Overhire due to mismanaged staffing

   Run the risk of not having timely visibility to problems and risks



Brought to you by Software Planner (www.SoftwarePlanner.com). Deliver software solutions
to specification, on time and on budget with Software Planner. Tracks customer requirements,
test cases, defects, project deliverables, and your schedule (appointments and to-do lists) via
the web. Discussion forums and contact management also built in. FREE 2 WEEK TRIAL.

Software Planner Guided Tour      Pricing   Brochure    Free Trial   Software Planner Details




                                            12

				
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