Roles & Responsibilities of a Test Manager


The main role of a test manager is to make the testing efforts successful in an organization and for achieving the same, he/she carries multiple responsibilities. In this article, I have tried to list major activities a test manager is responsible for. The responsibilities and activities depends on the organization goals ultimately. The test managers are dependent on his team to carry out these activities and hence composing and building team is one of the success factor for their success.

Effective test manager not only understands the discipline of testing but have capability of managing and implementing a testing process in the organization. They have skills in leading team, communicating and advocating quality and can show ROI of testing team in the organization.

A test manager is majorly responsible for -
» Implementing Testing Discipline
» Planning & Management
» Team Building
» Measuring, Monitoring & Improvement
» Positive Communication / Diplomacy

Implementing Testing Discipline
ResponsibilitiesNotes
Implementing testing process in the organization The testing process includes -
» Planning, monitoring & controlling of testing activities
» Analysis of "what" test conditions (features, functionalities etc.) to be tested
» Design "how" to test the identified test conditions
» Implementation of test schedule
» Test prioritization and its execution
» Documentation and reporting of test progress
» Evaluation of exit criteria
» Implementation of test closure activities (test completion check, test artifacts handover, lessons learned, archiving of results, logs, reports and other documents)
Selecting, customizing & implementing appropriate templates & standards for the work products for project(s) or organizationTemplates for test plan, test case, test report, test strategy, test scenario, traceability matrix, checklists etc.
Defining, implementing and evolving appropriate metrics and measurements frameworkMetrics to track Project Cost, Product quality, Process efficiency and People productivity
Making a (test) plan, tracking progress and reporting to stakeholdersPlan for scope, strategy, environment, schedule, deliverables, entry / suspension / resumption criteria, exit criteria, roles & responsibilities and risks mitigation
Creating estimates for all test process activities, using all applicable estimation techniquesSome of the estimation techniques are Intuition, guesses & past experiences, Work Breakdown Structure (WBS), Team estimation session, Company standards and norms, percentage of overall project estimation, organizational history and metrics, Industry averages etc.
Developing a test execution schedule, which is complete and consistent with respect to the test objectives, test strategy and test planUse risks, prioritization, test environment, data dependencies and constraints to come up with schedule
Establishing test object delivery processes and to ensure version control during test executionDefine and implement Configuration management, Release management and Change management
Incorporating test design techniques into the project and test processesTest case design techniques like Combinatorial Test (e.g. Pairwise testing), Boundary Value analysis, Equivalence Partitioning, Decision Table, Cause Effect Graphing, State transition, Classification Tree, etc.
Implementing retrospective notes, post project closureTo evaluate processes and discover areas of improvement
Implementing a defect management process for an organization and explaining it to all stakeholdersInclude defects report workflow, states and transitions. It also includes level of details necessary to capture


Planning & Management
ResponsibilitiesNotes
Determining the usefulness of different standards for the specific context in which testing is occurring or will occur. It should be as per the organization’s policy Standards can provide a reference to proven best practices and provides a basis for organizing the test process. Some of the industry standards are ISO 25000, IEEE 829 & IEEE 1028, BS 7925-2, PMI, PRINCE2, ITIL etc.
Analyzing the project risks and coming up with different risk management optionsRisk management options like mitigation, contingency, transfer or acceptance
Identification of the activities and resources required to implement objectives identified in the test strategyActivities like test case designs, environment setup, automation, test execution, reporting etc. and resources like people, software, hardware, infrastructure etc.
Identification of methods for gathering and tracking the metricsData should be gathered and tracked across software development life cycle phases
Identification of test toolsTest tools for - Test Management, defects management, test automation, test execution, test result tracking, reporting etc.
Identification of correct strategies for the testing project / releases / organizationTest strategies like Risk based , Reactive, Requirement based, Model-based strategies, Methodical strategies (predetermined set of test conditions from various quality standards), Process / standard compliance strategies, Consultative strategies, Regression averse testing strategies, Checklist based
Doing a cost-benefit analysis before acquiring or building a tool and present the return of investment (ROI) details to the management for approval of the budgetShould consider both recurring and nonrecurring costs for tool evaluation, selection and owning the license
Understanding and analyzing the licensing scheme of the selected toolGeneral Public License (GNU), Licensed per named user, Licensed per installation, Licensed per client, Floating license, etc.
Checking and analyzing the legal ramifications of redistributing the software in the organizationMost of the time, when open source tool is used, the resultant software is binded by same license as received it under
Considering all the negative & positive issues while developing custom tools for the project or organizationNeed custom tools when no vendor specific or open source tools exist due to proprietary system
Analyzing the stakeholders, circumstances and needs of a software program / test needs and identify the optimal testing activities
Analyzing and calculating ROI of testing and provides business value to the organization
Identification of non-functional tests to perform based on risk and constraintsNon-functional tests like performance, security, compliance, usability, compatibility, accessibility etc.
Requirements engineering and managementNeeds to consider requirements during the scoping and estimation of test effort
Managing and growing the testing assetsLike team members, test tools, test frameworks and test process


Team Building
ResponsibilitiesNotes
Setting up the skill gap framework To analyze the strength and weakness of team members related to system under test, domain, automation, business knowledge, software testing, communication etc.
Analysis of skills assessment spreadsheet and set up trainings and skill development programsTrainings options like in-house, cross training, self training, external training, custom training, mentoring
Setting of performance goals for individuals for improving their skills set
Hiring the right resources for the company and not only for the project
Scheduling & arranging relevant trainings to team membersTrainings for - Process improvement, skills development (automation, domain etc.), test tools
Understanding the factors required for successful use of staffing strategiesTest team staffing strategies can be distributed, outsourced or insourced
Retaining skilled test professionals


Measuring, Monitoring & Improvement
ResponsibilitiesNotes
Assessing existing process capability & maturity and brings improvement(s) Improve test process using industry accepted techniques / models like TMMi, STEP, CTP, TPI Next, etc.
Reviewing testing work products using the appropriate techniques and by the appropriate participants and stakeholdersReviews techniques can be informal, technical, through inspection or walkthroughs
Ensuring smooth functioning of tools throughout it’s life cycleAt the same time, assessing ROI of these tools
Collection of accurate and timely information during the test processTo support accurate reporting and evaluation against existing criteria
Using requirement traceability matrix to check completeness and consistency of designed test cases with respect to the defined test conditions


Communication / Diplomacy
ResponsibilitiesNotes
Putting the test team in the respectable position in the organization
Motivating an individual in a testing position
Communication with multiple audiences, including users, project team members, management, external testing groups and customers
Defining the process of data collection and classification throughout the defects management process
Explaining the defects statistics report to managementAnd evaluate the current capability of existing testing process and software development process
Advocating the proper use of process and selection of defect management tool
Facilitating the successful management reviews and auditsTo focus on the existing software process capabilities and improvement areas, particularly with respect to testware products
Implementing the efficient (technical) reviews like requirement review, design review, code review etc. in the projects and demonstrate the benefits of review exercise
Explaining different test strategies and its effects on testing activities
Working with Development Managers to coordinate the delivery of test objects, including content and dates of each test release, as well as participating in defect management
Working with the development manager to ensure that testers are integrated into and aligned with activities in agile development
Analyzing the reported test results and provide insights and recommendations to enable project stakeholders to make decisions
Working with the Technical Support Manager to analyze production failures, in order to implement process improvements
Working with the Technical Support Manager to ensure proper delivery of test results during test closure So that those involved in supporting the product after release are aware of known failures and workarounds
Understand the precise nature of the stakeholder relationship with testing and how the test team serves the needs of the stakeholdersWithout this, the testing process might not achieve optimal effectiveness and efficiency
Creating well defined and convincing business case for testing in the organization or optimize testing to deliver good business valueCost can be evaluated using categories like cost of prevention, cost of detection, cost of internal failure, cost of external failure
Defining and implementing the roles, testing plays within the organization



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