Test Plan Templates (MS Word/Excel)

Use this Test Plan template (29 page MS Word) to document the strategy that will be used to verify and ensure that a software product or system meets its design specifications and other requirements. It will help you define Release Criteria, identify Test Deliverables, prepare Budget Costs and describe the test environment to be used for the testing.

Includes Free Requirements Traceability Matrix, Roles and Responsibility and Project Costs templates.

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Test Plan Template: MS Word Blue Theme

Use this Test Plan template to:

  • Define your Test Plan Strategy.
  • Identify different types of testing to be performed.
  • Provide schedules for test activities.

Test Plan Template: MS Word Red Theme

The red theme of the MS Word template has the exact same content as the blue theme. You can change the color scheme by updating the styles.

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Test Plan Template: Table of Contents

1 Introduction
1.1 Objectives
1.2 System Description
1.3 Scope
1.4 Code Freeze Date
1.5 Exception Handling
1.6 Risks
1.7 Issues
1.8 Dependencies
1.9 Relationship to Other Plans

2 Test Plan Strategy
2.1 Acceptance Testing
2.2 Automated Test
2.3 Beta Testing
2.4 Conversion Testing
2.5 Documentation Test
2.6 Hardware Testing
2.7 Interface Testing
2.8 Integration Testing
2.9 Localization
2.10 Network Testing
2.11 Parallel Testing
2.12 Security Testing
2.13 Stress and Volume Test
2.14 System Test
2.15 Performance Testing
2.16 Recovery Testing
2.17 Regression Testing
2.18 Unit Testing
2.19 User Acceptance Test

3 Test Environments
3.1 Hardware
3.1.1 Servers
3.1.2 Server Configuration
3.1.3 Desktop Configuration
3.2 Software
3.3 Security
3.4 Tools
3.5 Documentation

4 Control Procedures
4.1 Reviews
4.2 Bug Review meetings
4.3 Change Control
4.4 Defect Reporting

5 Test Execution
5.1 Features to be tested
5.2 Test Case Matrix

6 Release Criteria
6.1 Readiness Criteria
6.2 Acceptance Criteria
6.2.1 Alpha release criteria
6.2.2 Beta release criteria
6.2.3 Final release criteria
6.3 Pass/Fail Criteria
6.4 Suspension Criteria
6.5 Resumption Criteria
6.5.1 Release to User Acceptance Test Criteria
6.5.2 Release to Production Criteria
6.6 Severity Codes

7 Management Approach
7.1 Test Deliverables
7.2 Roles and Responsibilities
7.3 Resource Loading Chart
7.4 Budget Information
7.5 Training Requirements

8 Appendix A
8.1 Glossary of Terms
8.2 Traceability Matrix

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Free Requirements Traceability Matrix

Requirements Traceability Matrix

Free Test Plan Excel spreadsheets

Responsibility Matrix

Project Costs Excel Template

Test Plan Template: Contents & Format

The templates are in Microsoft Word and Excel format and can be downloaded online for only $9.99. The template pack includes the following documents:

Test Plan Template 29 pages Download Word template
Requirements Traceability Matrix 6 pages Download Word template
Project Costs  1 x spreadsheet Download Excel template
Roles and Responsibility Matrix  1 x spreadsheet Download Excel template

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Product Specifications

File Format: The templates are in Microsoft Word  (.docx) and Microsoft Excel (.xlsx) format.

File Size: The Download file is 1 MB.

Opening the Files: You don’t need any special software to unzip the files. To unzip the files, right click on it, then select Extract, and save it to your computer.

Getting Started: Depending on your MS Office settings, the files may say Read Only when you open them. If this occurs, click FileSave As and save the files. There are no security settings on any of the files.

Images: All of the images in the templates are copyright free.