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Agile Testing
5/7/2014 11:30:00 AM
The Three Pillars Approach to
Your Agile Test Strategy
Presented by:
Bob Galen
Velocity Partners
Brought to you by:
340 Corporate Way, Suite 300, Orange Park, FL 32073
888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
Bob Galen
Velocity Partners
An agile methodologist, practitioner, and coach based in Cary, NC, Bob Galen helps guide
companies in their adoption of Scrum and other agile methodologies and practices. Bob is a
principal agile evangelist at Velocity Partners, a leading agile nearshore development partner;
president of RGCG; and frequent speaker on software development, project management,
software testing, and team leadership at conferences and professional groups. He is a Certified
Scrum Coach, Certified Scrum Product Owner, and an active member of the Agile and Scrum
Alliances. In 2013 Bob published Scrum Product Ownership–Balancing Value from the Inside
Out. Reach him at bob@rgalen.com.
1
The Three Pillars Approach to
Your Agile Test Strategy
Bob Galen
President & Principal Consultant
RGCG, LLC
bob@rgalen.com
Copyright © 2014 RGCG, LLC 2
Introduction
Bob Galen
Independent Agile Coach (CSC) at RGCG, LLC
Principle Agile Evangelist at Velocity Partners
Somewhere ‘north’ of 30 years overall experience ☺
Wide variety of technical stacks and business domains
Developer first, then Project Management / Leadership, then
Testing
Senior/Executive software development leadership for 20 years
Practicing formal agility since 2000
XP, Lean, Scrum, and Kanban experience
From Cary, North Carolina
Connect w/ me via LinkedIn and Twitter @bobgalen
Bias Disclaimer:
Agile is THE BEST Methodology
for Software Development
However, NOT a Silver Bullet!
2
Copyright © 2014 RGCG, LLC 3
Copyright © 2014 RGCG, LLC 44
Agile Testing & Quality
Let’s explore your strategies?
What are your current strategies towards:
Software testing?
And towards quality?
How are they “linked” together?
How does it “fit” with your overall agile strategy?
Get together in “pairs” and chat about this for 5-10
minutes.
Then we’ll gather your results
3
Copyright © 2014 RGCG, LLC 55
3-Pillars
Genesis
First of all, I’ve seen way too many teams who are just
“testing” in agile teams without a map or a plan for
improvement
I’ve also seen that Agile Adoption is mostly a
programmer/developer or technology play. They “drive”
and testing is “along for the ride”.
Seatbelts please!
And where’s the focus on “Quality”?
And the how or practices & tactics
Copyright © 2014 RGCG, LLC 66
3-Pillars
Genesis
I’ve learned that “Balance” is important
A sad tale of:
Thousands of ATDD testing; Gherkin run amok
All of them are working; continuously testing; increasing
“coverage’ and life is Good!
BUT
These same teams couldn’t write a cohesive User Story to save
their life
So, where were the Acceptance Tests coming from?
4
3 Pillars of Agile Quality
Copyright © 2014 RGCG, LLC
7
Development & Test
Automation
• Pyramid-based Strategy:
(Unit + Cucumber +
Selenium)
• Continuous Integration
• Attack technical
infrastructure in the Backlog
• Visual Feedback –
Dashboards
• Actively practice ATDD and
BDD
Software Testing
• Risk-based testing:
Functional & Non-Functional
• Test planning @ Release &
Sprint levels
• Exploratory Testing
• Standards – checklists,
templates, repositories
• Balance across manual,
exploratory & automation
Cross-Functional Team
Practices
• Team-based Pairing
• Stop-the-Line Mindset
• Code Reviews & Standards
• Active Done-Ness
• Aggressive Refactoring of
Technical Debt
• User Stories, “3 Amigo”
based Conversations
• Whole Team Ownership of “Quality”
• Building it ‘Right’; Building the ‘Right’ Thing
• Healthy – Agile Centric Metrics
• Center of Excellence or Community of Practice
• Strategic balance across 3 Pillars; Assessment, Recalibration, and Continuous Improvement
Foundation of the 3 Pillars
Copyright © 2014 RGCG, LLC
8
• Whole Team Ownership of
“Quality”
• Building it ‘Right’; Building
the ‘Right’ Thing
• Healthy – Agile Centric
Metrics
• Center of Excellence or
Community of Practice
• Strategic balance across 3
Pillars; Assessment,
Recalibration, and
Continuous Improvement
• Whole team view includes building it right,
everyone tests,
• Focus on features/stories, confirmation,
conversation, and getting them staged
properly OVER testing
• 4-tier metrics: Quality, Value, Prediction, Team
• Agile strategies need light-handed “steering”;
establish a CoE (heavier weight) or a CoP
(lightweight)
• Consider finding an assessment framework
and then tying it to your strategy
measurement, recalibration, and continuous
improvement.
• Make the Foundation visible thru Information
Radiators and metrics
5
3 Pillars of Agile Quality
Copyright © 2014 RGCG, LLC
9
Development &
Test Automation
• Pyramid-based
Strategy: (Unit +
Cucumber + Selenium)
• Continuous Integration
• Attack technical
infrastructure in the
Backlog
• Visual Feedback –
Dashboards
• Actively practice ATDD
and BDD
A central part of agile adoption is focusing on CI, 3-
tiered Automation development, and Dashboards to
begin incrementally building coverage for faster
feedback on changes.
In the interim, Hardening or Stabilization Sprints and
having a risk-based Release Train concept help
It’s important that Test or QA not ‘own’ the tooling or
all of the automation efforts. The strategy can come
from Test, but the tactical automation development is
best left to the team.
Mature teams invest in automation as part of Done-
ness and continually on their backlogs
3 Pillars of Agile Quality
Copyright © 2014 RGCG, LLC
10
Software Testing
• Risk-based testing:
Functional & Non-
Functional
• Test planning @
Release & Sprint levels
• Exploratory Testing
• Standards – checklists,
templates, repositories
• Balance across
manual, exploratory &
automation
Exploratory Testing (Charter / Session based and
paired) can be an incredibly effective way to
establish a whole-team, collaborative view towards
quality and testing. It also emerges new tests.
Leverage ‘plans’ as a whole-team collaboration
mechanism and do plan.
Do not measure testing or tester progress; instead,
measure throughput, output, sprint outcomes, and
done-ness escapes at a team level.
You need a balanced test team; not everyone needs
to be able to program. But everyone needs to be
skilled testers.
Agile testing is a Risk-Based play in every Sprint and
across a release sequence. Don’t forget your
techniques!
6
3 Pillars of Agile Quality
Copyright © 2014 RGCG, LLC
11
Cross-Functional
Team Practices
• Team-based Pairing
• Stop-the-Line Mindset
• Code Reviews &
Standards
• Active Done-Ness
• Aggressive Refactoring
of Technical Debt
• User Stories – 3 Amigo
based Conversations
One of the hardest areas to get ‘right’ culturally. It
needs leadership alignment from Quality/Testing to
Product to Development and a consistent voice of
whole-team approaches.
This is where LEAN lives, where whole-team
collaboration happens, where professionalism and
craftsmanship are held dear.
I like the view of testers becoming the VOC,
champions of quality, and consistent questioners of
what is being build. Are we solving the right
problems as simply as possible. Notions of Minimal
Viable Product / Feature help with focus.
And yes Virginia, there ARE standards, templates,
and a focus on consistency!
Copyright © 2014 RGCG, LLC 1212
Software Testing
Strategies
It ALL starts with empowering testers AND creating a
Whole-Team view towards Quality
Critical Early Steps:
Creating a sense of empowered Functional Team
Applying Testing Standards across all teams
Deploying Exploratory Testing across all teams
Defining a core set of Agile KPI / metrics
ACTIVE participants in Sprint Planning
7
Copyright © 2014 RGCG, LLC 1313
Cross-Functional Team Practices
Strategies
Training
Agile / Lean in general, Story writing, Acceptance, Unit testing,
etc.
Teaming – for example: feedback or 5 Dysfunctions / Trust
Critical Early Steps:
Coaches & Scrum Masters to reinforce: Pairing / Swarming; WIP
Limits across teams
Define prescriptive and aggressive Done-Ness for ALL teams
Implement coding standards & Crucible / code reviews across the
center (appropriate for technology stacks)
Release Planning BEFORE allowing a team to start Sprint #1
Backlogs have Bug + Refactoring + Automation targets (20%)?
Copyright © 2014 RGCG, LLC 1414
Organizational Quality
Strategies
Continuously communicate your unified Vision
Your strategy must be aligned/shared across:
Development, Quality/Testing, and Product
Keep working your strategy across the pillars
Don’t get stuck with too narrow a focus (easy road)
Make your strategy visible (Information Radiators)
Show progress (Ex: burn up of test automation coverage across tiers)
Visualize organizational impediments to your Agile Quality
strategies
Attack them!
Quarterly read-outs on progress, plans and adjustments
Listen to your teams; Celebrate successes!
8
Contact Info
Bob Galen
Principal Consultant,
RGalen Consulting Group, L.L.C.
Experience-driven agile focused training,
coaching & consulting
Cell: (919) 272-0719
bob@rgalen.com www.rgalen.com
bgalen@velocitypartners.net www.velocitypartners.net
Blogs
Project Times - http://www.projecttimes.com/robert-galen/
BA Times - http://www.batimes.com/robert-galen/
Podcast on all things ‘agile’ - http://www.meta-cast.com/
15Copyright © 2014 RGCG, LLC 15
Additional Topics
Copyright © 2014 RGCG, LLC 16
9
Two Pillars of Lean ‘Thinking’
Respect for
People
Customer, Employees,
Vendors
Develop your teams
Trust & coach
No wasteful work
Continuous
Improvement
Embrace change,
challenge everything
Kaizen – small, incremental
change
Kaikaku – larger scale,
fundamental
17
From http://www.leanprimer.com
Copyright © 2014 RGCG, LLC
Agile Testing Quadrants
Brian Marick; Lisa Crispin & Janet Gregory
Copyright © 2014 RGCG, LLC 18
Exploratory testing
Scenarios
Usability testing
UAT
Alpha / Beta
Unit tests
Component tests
API tests
Functional tests
Story tests
Examples
Prototypes
Simulations
Performance testing
Load testing
Security testing
Non-functional requirements
Q1
Q2 Q3
Q4
Automated &
Manual
Automated &
Manual
Manual
Automation,
Tools, and
Manual
Business Facing
Technology Facing
SupportingtheTeam
CritiquetheProduct
10
Agile Test Automation Pyramid
Mike Cohn; Lisa Crispin & Janet Gregory
http://behaviordrivendevelopment.wikispaces.com/Testing
Copyright © 2014 RGCG, LLC 19
Copyright © 2014 RGCG, LLC 20
10 Tenets of Agile Testing Jean Tabaka,
Rally Software
1. The system always runs
2. Stop the line, vs. logging
defects
3. If it’s not tested, it’s not
“Done”
4. Testing comes first, not last
5. Finding defects after
Development is “Done” is too
late
Continuous Integration
Lean – fix it now!
Early feedback; Earned
Value
Collaborative testing, focus
on building in quality
Early feedback; fix it now!
11
Copyright © 2014 RGCG, LLC 21
10 Tenets of Agile Testing Jean Tabaka,
Rally Software
6. “Development Complete” is
meaningless
7. Use testing, not analysis, to
explore requirements
8. Automation is “how” not a
“whether” or “when”
9. Tests are your second most
detailed specification
10. Testers are Customer-
Developer liaisons
Whole Team complete view
– no “partial credit”
Executable requirements
Automate all testing;
feedback
Code is first; later is
traditional specifications
VOC; guide effective team
collaboration; ask the right
questions
Copyright © 2014 RGCG, LLC 22
10 Commitments of Agile Testing Jean Tabaka,
Rally Software
1. We commit to not moving forward if a hole is found
through root cause analysis without first writing a test
2. We commit to not relying solely on just automated
testing or just manual testing
3. We commit to not sitting behind a QA wall (no
boundaries!)
4. We commit to not allowing a code complete without
test code harness complete
5. We commit to not waiting for a test phase but rather
working in smaller and smaller pieces, sooner and
sooner
12
Copyright © 2014 RGCG, LLC 23
10 Commitments of Agile Testing Jean Tabaka,
Rally Software
6. We commit to not testing one iteration after
development is “Done”
7. We commit to not allowing surprises to accumulate for
large end-to-end testing (“mock it now”)
8. We commit to not leaving the riskiest tests to the end
9. We commit to being an equal participant with the
customer and the developer in defining “Doneness”
10.We commit to not taking this oath lightly

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The Three Pillars Approach to Your Agile Test Strategy

  • 1. W4 Agile Testing 5/7/2014 11:30:00 AM The Three Pillars Approach to Your Agile Test Strategy Presented by: Bob Galen Velocity Partners Brought to you by: 340 Corporate Way, Suite 300, Orange Park, FL 32073 888-268-8770 ∙ 904-278-0524 ∙ sqeinfo@sqe.com ∙ www.sqe.com
  • 2. Bob Galen Velocity Partners An agile methodologist, practitioner, and coach based in Cary, NC, Bob Galen helps guide companies in their adoption of Scrum and other agile methodologies and practices. Bob is a principal agile evangelist at Velocity Partners, a leading agile nearshore development partner; president of RGCG; and frequent speaker on software development, project management, software testing, and team leadership at conferences and professional groups. He is a Certified Scrum Coach, Certified Scrum Product Owner, and an active member of the Agile and Scrum Alliances. In 2013 Bob published Scrum Product Ownership–Balancing Value from the Inside Out. Reach him at bob@rgalen.com.
  • 3. 1 The Three Pillars Approach to Your Agile Test Strategy Bob Galen President & Principal Consultant RGCG, LLC bob@rgalen.com Copyright © 2014 RGCG, LLC 2 Introduction Bob Galen Independent Agile Coach (CSC) at RGCG, LLC Principle Agile Evangelist at Velocity Partners Somewhere ‘north’ of 30 years overall experience ☺ Wide variety of technical stacks and business domains Developer first, then Project Management / Leadership, then Testing Senior/Executive software development leadership for 20 years Practicing formal agility since 2000 XP, Lean, Scrum, and Kanban experience From Cary, North Carolina Connect w/ me via LinkedIn and Twitter @bobgalen Bias Disclaimer: Agile is THE BEST Methodology for Software Development However, NOT a Silver Bullet!
  • 4. 2 Copyright © 2014 RGCG, LLC 3 Copyright © 2014 RGCG, LLC 44 Agile Testing & Quality Let’s explore your strategies? What are your current strategies towards: Software testing? And towards quality? How are they “linked” together? How does it “fit” with your overall agile strategy? Get together in “pairs” and chat about this for 5-10 minutes. Then we’ll gather your results
  • 5. 3 Copyright © 2014 RGCG, LLC 55 3-Pillars Genesis First of all, I’ve seen way too many teams who are just “testing” in agile teams without a map or a plan for improvement I’ve also seen that Agile Adoption is mostly a programmer/developer or technology play. They “drive” and testing is “along for the ride”. Seatbelts please! And where’s the focus on “Quality”? And the how or practices & tactics Copyright © 2014 RGCG, LLC 66 3-Pillars Genesis I’ve learned that “Balance” is important A sad tale of: Thousands of ATDD testing; Gherkin run amok All of them are working; continuously testing; increasing “coverage’ and life is Good! BUT These same teams couldn’t write a cohesive User Story to save their life So, where were the Acceptance Tests coming from?
  • 6. 4 3 Pillars of Agile Quality Copyright © 2014 RGCG, LLC 7 Development & Test Automation • Pyramid-based Strategy: (Unit + Cucumber + Selenium) • Continuous Integration • Attack technical infrastructure in the Backlog • Visual Feedback – Dashboards • Actively practice ATDD and BDD Software Testing • Risk-based testing: Functional & Non-Functional • Test planning @ Release & Sprint levels • Exploratory Testing • Standards – checklists, templates, repositories • Balance across manual, exploratory & automation Cross-Functional Team Practices • Team-based Pairing • Stop-the-Line Mindset • Code Reviews & Standards • Active Done-Ness • Aggressive Refactoring of Technical Debt • User Stories, “3 Amigo” based Conversations • Whole Team Ownership of “Quality” • Building it ‘Right’; Building the ‘Right’ Thing • Healthy – Agile Centric Metrics • Center of Excellence or Community of Practice • Strategic balance across 3 Pillars; Assessment, Recalibration, and Continuous Improvement Foundation of the 3 Pillars Copyright © 2014 RGCG, LLC 8 • Whole Team Ownership of “Quality” • Building it ‘Right’; Building the ‘Right’ Thing • Healthy – Agile Centric Metrics • Center of Excellence or Community of Practice • Strategic balance across 3 Pillars; Assessment, Recalibration, and Continuous Improvement • Whole team view includes building it right, everyone tests, • Focus on features/stories, confirmation, conversation, and getting them staged properly OVER testing • 4-tier metrics: Quality, Value, Prediction, Team • Agile strategies need light-handed “steering”; establish a CoE (heavier weight) or a CoP (lightweight) • Consider finding an assessment framework and then tying it to your strategy measurement, recalibration, and continuous improvement. • Make the Foundation visible thru Information Radiators and metrics
  • 7. 5 3 Pillars of Agile Quality Copyright © 2014 RGCG, LLC 9 Development & Test Automation • Pyramid-based Strategy: (Unit + Cucumber + Selenium) • Continuous Integration • Attack technical infrastructure in the Backlog • Visual Feedback – Dashboards • Actively practice ATDD and BDD A central part of agile adoption is focusing on CI, 3- tiered Automation development, and Dashboards to begin incrementally building coverage for faster feedback on changes. In the interim, Hardening or Stabilization Sprints and having a risk-based Release Train concept help It’s important that Test or QA not ‘own’ the tooling or all of the automation efforts. The strategy can come from Test, but the tactical automation development is best left to the team. Mature teams invest in automation as part of Done- ness and continually on their backlogs 3 Pillars of Agile Quality Copyright © 2014 RGCG, LLC 10 Software Testing • Risk-based testing: Functional & Non- Functional • Test planning @ Release & Sprint levels • Exploratory Testing • Standards – checklists, templates, repositories • Balance across manual, exploratory & automation Exploratory Testing (Charter / Session based and paired) can be an incredibly effective way to establish a whole-team, collaborative view towards quality and testing. It also emerges new tests. Leverage ‘plans’ as a whole-team collaboration mechanism and do plan. Do not measure testing or tester progress; instead, measure throughput, output, sprint outcomes, and done-ness escapes at a team level. You need a balanced test team; not everyone needs to be able to program. But everyone needs to be skilled testers. Agile testing is a Risk-Based play in every Sprint and across a release sequence. Don’t forget your techniques!
  • 8. 6 3 Pillars of Agile Quality Copyright © 2014 RGCG, LLC 11 Cross-Functional Team Practices • Team-based Pairing • Stop-the-Line Mindset • Code Reviews & Standards • Active Done-Ness • Aggressive Refactoring of Technical Debt • User Stories – 3 Amigo based Conversations One of the hardest areas to get ‘right’ culturally. It needs leadership alignment from Quality/Testing to Product to Development and a consistent voice of whole-team approaches. This is where LEAN lives, where whole-team collaboration happens, where professionalism and craftsmanship are held dear. I like the view of testers becoming the VOC, champions of quality, and consistent questioners of what is being build. Are we solving the right problems as simply as possible. Notions of Minimal Viable Product / Feature help with focus. And yes Virginia, there ARE standards, templates, and a focus on consistency! Copyright © 2014 RGCG, LLC 1212 Software Testing Strategies It ALL starts with empowering testers AND creating a Whole-Team view towards Quality Critical Early Steps: Creating a sense of empowered Functional Team Applying Testing Standards across all teams Deploying Exploratory Testing across all teams Defining a core set of Agile KPI / metrics ACTIVE participants in Sprint Planning
  • 9. 7 Copyright © 2014 RGCG, LLC 1313 Cross-Functional Team Practices Strategies Training Agile / Lean in general, Story writing, Acceptance, Unit testing, etc. Teaming – for example: feedback or 5 Dysfunctions / Trust Critical Early Steps: Coaches & Scrum Masters to reinforce: Pairing / Swarming; WIP Limits across teams Define prescriptive and aggressive Done-Ness for ALL teams Implement coding standards & Crucible / code reviews across the center (appropriate for technology stacks) Release Planning BEFORE allowing a team to start Sprint #1 Backlogs have Bug + Refactoring + Automation targets (20%)? Copyright © 2014 RGCG, LLC 1414 Organizational Quality Strategies Continuously communicate your unified Vision Your strategy must be aligned/shared across: Development, Quality/Testing, and Product Keep working your strategy across the pillars Don’t get stuck with too narrow a focus (easy road) Make your strategy visible (Information Radiators) Show progress (Ex: burn up of test automation coverage across tiers) Visualize organizational impediments to your Agile Quality strategies Attack them! Quarterly read-outs on progress, plans and adjustments Listen to your teams; Celebrate successes!
  • 10. 8 Contact Info Bob Galen Principal Consultant, RGalen Consulting Group, L.L.C. Experience-driven agile focused training, coaching & consulting Cell: (919) 272-0719 bob@rgalen.com www.rgalen.com bgalen@velocitypartners.net www.velocitypartners.net Blogs Project Times - http://www.projecttimes.com/robert-galen/ BA Times - http://www.batimes.com/robert-galen/ Podcast on all things ‘agile’ - http://www.meta-cast.com/ 15Copyright © 2014 RGCG, LLC 15 Additional Topics Copyright © 2014 RGCG, LLC 16
  • 11. 9 Two Pillars of Lean ‘Thinking’ Respect for People Customer, Employees, Vendors Develop your teams Trust & coach No wasteful work Continuous Improvement Embrace change, challenge everything Kaizen – small, incremental change Kaikaku – larger scale, fundamental 17 From http://www.leanprimer.com Copyright © 2014 RGCG, LLC Agile Testing Quadrants Brian Marick; Lisa Crispin & Janet Gregory Copyright © 2014 RGCG, LLC 18 Exploratory testing Scenarios Usability testing UAT Alpha / Beta Unit tests Component tests API tests Functional tests Story tests Examples Prototypes Simulations Performance testing Load testing Security testing Non-functional requirements Q1 Q2 Q3 Q4 Automated & Manual Automated & Manual Manual Automation, Tools, and Manual Business Facing Technology Facing SupportingtheTeam CritiquetheProduct
  • 12. 10 Agile Test Automation Pyramid Mike Cohn; Lisa Crispin & Janet Gregory http://behaviordrivendevelopment.wikispaces.com/Testing Copyright © 2014 RGCG, LLC 19 Copyright © 2014 RGCG, LLC 20 10 Tenets of Agile Testing Jean Tabaka, Rally Software 1. The system always runs 2. Stop the line, vs. logging defects 3. If it’s not tested, it’s not “Done” 4. Testing comes first, not last 5. Finding defects after Development is “Done” is too late Continuous Integration Lean – fix it now! Early feedback; Earned Value Collaborative testing, focus on building in quality Early feedback; fix it now!
  • 13. 11 Copyright © 2014 RGCG, LLC 21 10 Tenets of Agile Testing Jean Tabaka, Rally Software 6. “Development Complete” is meaningless 7. Use testing, not analysis, to explore requirements 8. Automation is “how” not a “whether” or “when” 9. Tests are your second most detailed specification 10. Testers are Customer- Developer liaisons Whole Team complete view – no “partial credit” Executable requirements Automate all testing; feedback Code is first; later is traditional specifications VOC; guide effective team collaboration; ask the right questions Copyright © 2014 RGCG, LLC 22 10 Commitments of Agile Testing Jean Tabaka, Rally Software 1. We commit to not moving forward if a hole is found through root cause analysis without first writing a test 2. We commit to not relying solely on just automated testing or just manual testing 3. We commit to not sitting behind a QA wall (no boundaries!) 4. We commit to not allowing a code complete without test code harness complete 5. We commit to not waiting for a test phase but rather working in smaller and smaller pieces, sooner and sooner
  • 14. 12 Copyright © 2014 RGCG, LLC 23 10 Commitments of Agile Testing Jean Tabaka, Rally Software 6. We commit to not testing one iteration after development is “Done” 7. We commit to not allowing surprises to accumulate for large end-to-end testing (“mock it now”) 8. We commit to not leaving the riskiest tests to the end 9. We commit to being an equal participant with the customer and the developer in defining “Doneness” 10.We commit to not taking this oath lightly