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Chapter 5 of 6

Test Management

Plan, estimate, monitor and control testing like a professional. Understand risk-based testing, defect lifecycles and configuration management.

15 min guide4 reference questions folded into the guide material
Guided briefing

Test Management video walkthrough

A guided overview of chapter 5, connecting the exam language to practical testing decisions.

Briefing focus

Independence of testing

This is a structured lesson briefing. Real video/audio can be added later as a media source.

Estimated time

8 min

  1. 1Independence of testing
  2. 2The test plan — what goes in it
  3. 3Test estimation techniques
  4. 4Risk-based testing

Transcript brief

Plan, estimate, monitor and control testing like a professional. Understand risk-based testing, defect lifecycles and configuration management. The walkthrough introduces the core concept, works through a realistic project example, and closes with the mistakes learners most often make in quiz and exam questions.

Key takeaways

  • Recognise the exam wording for this chapter.
  • Apply the concept to a real software delivery situation.
  • Know which detail to check first when a scenario question feels ambiguous.

Independence of testing

Test independence correlates with the ability to challenge the author’s assumptions. ISTQB recognises four increasing levels.

  1. Tests by the module developer — lowest independence.
  2. Tests by another developer in the same team — some independence.
  3. Tests by a separate test team inside the organisation — higher independence.
  4. Tests by an external body (certification, client, regulator) — highest independence.

The test plan — what goes in it

Scope & objectives
What will be tested, what is explicitly out of scope, and the measurable goals.
Approach & strategy
The test levels, types, techniques and tools you will apply.
Entry criteria
Conditions that must be true before testing can start — e.g., ‘code reviewed, smoke tests green’.
Exit (completion) criteria
Conditions that mark testing as done — e.g., ‘≥ 90% branch coverage, zero open P1 defects, all high-risk areas executed’.

Test estimation techniques

TechniqueHow it worksWhen to use
Analogy-basedCompare with similar past projectsStable domain, good historical data
Expert / Wideband DelphiMultiple experts estimate independently, then convergeNew domain, expert pool available
Three-point (PERT)Best + 4×Most-likely + Worst, divided by 6Uncertain tasks needing a weighted estimate

Real-life scenario · SaaS migration

Estimating a cloud re-platforming test effort

Situation. A product team must migrate from on-prem to AWS. Analogy-based estimation from a prior project suggested 40 person-days. Wideband Delphi with architects and SREs surfaced a hidden risk — legacy SSO integration — raising the estimate to 55. A three-point estimate gave Best=40, Most-Likely=55, Worst=90 → PERT = 58.3.

Lesson. No single technique is ‘right’. Triangulating estimates exposes risk assumptions early.

Risk-based testing

Risk = Likelihood × Impact. Higher-risk areas get disproportionately more coverage. Risk-based testing is the single most important concept in modern test management.

MediumHighCriticalLowMediumHighLowLowMediumLikelihood →Impact →LowMedHighLowMedHigh
The risk heat-map: tests are prioritised towards the red quadrant (high likelihood × high impact).
Risk typeOriginExample
Product riskThe software itselfPayment double-charging on retry
Project riskDelivery of the projectKey tester leaves mid-project

Defect lifecycle

if not really fixedNewAssignedIn progressFixedVerifiedClosedReopenedRejected
A defect moves through a well-defined set of states, from ‘New’ to ‘Closed’, with possible branches back through ‘Reopened’.

Configuration management

Every test artefact — script, dataset, environment config — must be uniquely identifiable and version-controlled, so any result can be reproduced. Without CM, a ‘passed’ report is worthless because no one can say what was tested, on what build, in what environment.