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.

NB: Let me know if you need any help with this.

Test Plan Template

Test Plan Template

Chapter 1, Introduction

Test Plan Template

Scope, Code Freeze Date, and Exception Handling

Test Plan Template

Issues and Dependencies

Test Plan Template

Chapter 2, Test Plan Strategy

Test Plan Template

Chapter 3, Test Environment

Test Plan Template

Chapter 4, Control Procedures

Test Plan Template

Chapter 5, Test Execution

Test Plan Template

Chapter 6, Release Criteria

Test Plan Template

Chapter 7, Management Approach

Test Plan Template

Chapter 7.3, Resource Loading Chart

Test Plan Template

Chapter 7.4, Budget Information

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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

Design Document Template

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

Download Now for only $9.99

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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.

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I am here to help you with any questions. You can contact me directly if you need any helping using these templates.

What file formats do the templates work in?

The files work in MS Word 97, 2003, 2007, Office 2010, Office 2016, Windows 7, XP, Vista, and Apple iWork (if you have Word for Mac), and Google Docs.

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After you make the payment, you are sent an email. This has a link to a Download Page from where you can save the templates,

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By default, when you download the files, they are saved to the Download folder on your computer.

What is the refund policy?

We offer a 60 days refund policy.

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Please email ivan at klariti.com or info at klariti.com or ivanawalsh at gmail.com. Please include your order number.

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Just drop us a line with the order number. We’ll send it out.

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If you open a zip file during the download, it may display an error message that the file is corrupt. What this means is that not all of the file have downloaded and therefore the system thinks its contents are corrupt. Please try to download the file again or contact us for assistance. Email us the receipt number you received from eJunkie and we’ll send you another copy.

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This page explains the order process.

It shows how to order templates, how can you pay (with PayPal or with Credit Cards), and how to download the template.

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After you buy the order, you’ll get an email with a link to download the templates.

If you have any problem downloading the templates, send me the order number and I will get back to you.

Please allow 12 hours for a response as our time zone may be different than yours.

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This page explains how to buy templates using your credit card instead of PayPal.

Note: You do NOT need a PayPal account to place an order. You can pay for your order using your credit or debit card.

Read How to Pay with Your Credit Card (Instead of PayPal) here.

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  • Tel: 00.353.860.886.349
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As we’re in Europe, there may be a time difference when getting back to you.

Again, if there are any problems, just let me know.


Ivan Walsh

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