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The following are some of the steps to consider:

• Obtain requirements, functional design, and internal design specifications and other necessary documents
• Obtain budget and schedule requirements
• Determine project-related personnel and their responsibilities, reporting requirements, required standards and processes (such as release processes, change processes, etc.)



• Determine project context, relative to the existing quality culture of the organization and business, and how it might impact testing scope, aproaches, and methods.
• Identify application's higher-risk aspects, set priorities, and determine scope and limitations of tests
• Determine test approaches and methods - unit, integration, functional, system, load, usability tests, etc.
• Determine test environment requirements (hardware, software, communications, etc.)
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