Using Software Testing Checklists to Ensure Software Quality – Sample Checklists Included

Software Testing QA Checklists:

Today we bring to you another quality tool that is so often underused that we thought we would rehash details about it in the hope that it regains its lost glory. It is ‘Check List’.

Definition:  A checklist is a catalog of items/tasks that are recorded for tracking. This list could be either ordered in a sequence or could be haphazard.

Checklists are part and parcel of our daily lives. We use them in various situations from grocery shopping, to having a to-do list for the day’s activities.

As soon as we get to office, we always make a list of things to do for that day/week, like below:

  1. Fill timesheet

  2. Finish documentation
  3. Call the offshore team at 10:30 am
  4. Meeting at 4 pm….etc.

As and when an item in the list is done, you strike it off, remove it from the list or check the item off with a tick – to mark its completion.  Isn’t it all too familiar to us?

However, is that all it can be used for?

Can we use checklists in our IT projects formally (specifically QA) and if yes, when and how? This is what is going to be covered below.

I personally advocate the use of checklists for the following reasons:

  1. It is versatile  – can be used for anything
  2. Easy to create/use/maintain
  3. Analyzing results (task progress/completion status) is super easy
  4. Very flexible – you can add or remove items as needed

As is the general practice we will talk about the “Why” and “How” aspects.

Example checklists for QA processes:

As I mentioned above, there are some areas in the QA field where we can effectively put the checklist concept to work and get good results. Two of the areas that we will see today are:

  1. Test readiness review
  2. When to stop testing or Exit criteria checklist

Here is another good example of test execution checklist:

=> Testing Checklist

Test Readiness Review:

This is a very common activity that is performed by every QA team to determine whether they have everything they need to proceed into the test execution phase. Also, this is a recurring activity before each cycle of testing in projects that involve multiple cycles. In order to not run into issues after the testing phase begins and realize that we entered the execution phase prematurely, every QA project needs to conduct a review to determine that it has all the inputs necessary for successful testing.

A checklist facilitates this activity perfectly.  It lets you make a list of ‘things-needed’ ahead of time and to review each item sequentially. You can even reuse the sheet once created for subsequent test cycles too.

Additional info: Test Readiness Review is generally created and the review is performed by the QA team representative. The results are shared to the PMs and the other team members to signify whether the test team is ready or not to move into the test execution phase.

The below is an example of a sample Test Readiness Review checklist:

Test Readiness Review (TRR) Criteria


 All the requirements finalized and analyzed   Done
 Test plan created and reviewed   Done
 Test cases preparation done
 Test case review and sign off
 Test data availability
 Smoke testing
 Sanity testing done?
 Team aware of the roles and responsibilities
 Team aware of the deliverables expected of them
 Team aware of the communication protocol
 Team’s access to the application, version controlling  tools, test management
 Team’s trained
 Technical aspects- server1 refreshed or not?
 Defect reporting standards are defined


Now, all you have to do with this list is mark done or not done.

Exit Criteria Checklist:

As the name indicates, this is a checklist that aids in the decision making of whether a testing phase/cycle should be stopped or continued.

Since, a defect free product is not possible and we will have to make sure that we test to the best extent possible in the given amount of time – a checklist of the below effect is created to track the most important criteria that needs to be met to deem a testing phase satisfactory.

Exit Criteria


 100% Test Scripts executed   Done
 95% pass rate of Test Scripts
 No open Critical and High severity defects
 95% of Medium severity defects have been closed
 All remaining defects are either cancelled or documented as Change Requests for a future release
 All expected and actual results are captured and documented with the test script  Done
 All test metrics collected based on reports from HP ALM
 All defects logged in HP ALM  Done
 Test Closure Memo completed and signed off


Points to note:

  1. The above two are examples to showcase the use of checklists to QA processes, but the usage is not limited to these two areas.
  2. The items in each list are also indicators to give an idea to the readers about what sort of items can be included and tracked – however, the list can be expanded and/or compacted as needed.

We really hope that the above examples have been successful in bringing forward the potential of checklists to QA and IT processes.

So, the next time you are in need for a simple tool that is semi-formal, simple and efficient, we hope we have oriented you towards giving checklists a chance. Sometimes, the simplest solution is the best.

Author: This is an article by STH team member Swati Seela.