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EDITORIALS
Testpad's new UI sees 1m results in 3months
Our big rebrand and UI update helped our customers collectively record 1 million results in just the first 3 months following the release!
Over planning is a common trap for testing teams. They get caught up building elaborate frameworks for test planning leaving obvious issues the chance to slip through to production – there is an easier way.
s a testing team, you're the last line of defense between your product and your customers. Your quality assessment determines whether users have a smooth experience or encounter frustrating issues that could impact a company’s bottom line.
That's a lot of responsibility. So it's natural to want to get everything perfect – to create comprehensive test plans, detailed documentation, and rigorous processes.
But here's the challenge: Many teams get so caught up in planning how they'll test that they sacrifice valuable hands-on testing time.
The very thoroughness they aimed for becomes their weakness.
Testing can’t be boiled down to just following rigid processes or checking boxes on a requirements document.
At its heart, testing is a discovery process – it's how we learn what state our product is actually in, not what state we hope it's in.
Testing should answer fundamental questions like "Is this ready for our customers?" or to put it even more directly: "Would we be embarrassed if we shipped this?"
The only way you get there is to keep the testing process somewhat open.
Think of testing like exploring a new city. Sure, you could plan every street you'll walk down in advance, but wouldn't you learn more by starting with a basic map and then following interesting paths as you discover them?
That unplanned turn during testing could be the reason you avoid your customers finding an obvious issue that should have been caught before product shipment or the same bug appearing twice.
Often, lapses in product happen not because teams aren't taking testing seriously, but because they're focusing on a test plan that is too formulaic that it leaves room for error.
It’s that mindset that leads to an over-planning trap.
It's remarkable how many teams fall into the over-planning trap. They get caught up in industry buzzwords and frameworks, agonizing over whether they're following "best practices" or using the "right" methodology.
It’s not a mystery why teams end up feeling a bit stuck. Complex test case management tools, while powerful, often push teams toward unnecessarily formal approaches.
The reality? Most of the complexity these tools offer isn't adding value.
It’s easy to lose sight of this truth when your team has all the best intentions: every hour spent perfecting a test plan is an hour not spent finding actual problems in your product.
The urge to over-plan comes from a very human place.
We're afraid of missing critical issues, so we try to plan for every possibility. There’s the comforting illusion that having everything documented and planned out makes testing infallible.
Industry pressure doesn't help – there's a constant stream of articles and conferences promoting increasingly complex testing frameworks, as well as management teams' desire for metrics and tracking that push teams towards over-planning.
But this pursuit of the perfect process often becomes a security blanket, making us feel safe without actually making our testing more effective.
Over-planning doesn't just waste time – it actively damages our testing effectiveness.
When testers are forced to follow detailed scripts, they stop thinking creatively. They miss issues that fall outside the prescribed steps. The rigid structure kills the natural curiosity that makes great testers effective.
Consider a tester following a detailed test script versus one exploring with basic guidelines. The script-follower might execute perfectly but miss the unexpected behavior that would catch a real user's attention.
Whereas an explorer approach, guided by curiosity and experience, is more likely to find those critical issues that hyper-formalized test cases often miss.
Overplanning can distract teams from understanding their product, increase the risk of mistakes, and slow down development. This makes it harder to launch a product that team members feel good about.
The most powerful testing starts with simple, human observation. Instead of getting lost in elaborate planning, have someone actually look at the product.
This means moving beyond spreadsheets and test case management tools and getting hands-on with the actual software.
As testers interact with the product, they should carefully document their observations, discoveries, and initial impressions. Write down what’s learned and then use that to inform your next step in the testing process.
As you begin to understand the product, start building a lightweight structure around your testing approach.
Begin with a simple, flexible list of areas to check – think of it as a loose guide rather than a strict script. Create broad prompts that encourage creative thinking instead of detailed, prescriptive steps.
For example, instead of "Click button X and verify response Y," use prompts like "Explore user registration flow" or "Investigate payment system interactions." This approach allows testers to think critically and approach each area with fresh eyes.
The magic happens when you let the testing experience itself shape your test plan. Each testing session becomes an opportunity to learn and refine your approach.
Your test plan can then evolve naturally, becoming a living document that reflects genuine product understanding rather than theoretical assumptions.
Exploratory testing is about giving testers the freedom to investigate without constraints.
Encourage your team to follow their instincts and investigate. When a tester notices something unusual, that's not a distraction – it's an opportunity to uncover potential issues.
This approach relies on trusting human intuition. Not every interesting path will reveal a critical bug, but many of the most significant issues are discovered through curious, unscripted investigation.
Ideally, you should create an environment where testers feel comfortable sharing their thought processes and unexpected findings. The goal is to transform testing from a mechanical checklist into a dynamic process of product discovery.
Of course, there are situations where more structured testing approaches are appropriate.
Regulated environments, safety-critical systems, and large teams requiring coordination may need more formal processes. But even in these cases, the key is to add only the structure that demonstrably adds value.
For example, a medical device might require documented test cases for regulatory compliance, but that doesn't mean every aspect of testing needs the same level of formality. Keep the heavy structure for what matters most, and maintain flexibility everywhere else.
Start by developing a simple, visual outline of your product's features. This mind map should be a living document that captures the essential testing areas without becoming overly complicated. Think of it as a strategic overview that can be easily modified as you learn more about the product and its potential vulnerabilities.
Try to move away from detailed, prescriptive test scripts that lock you into a rigid approach. Instead, create testing ideas as flexible prompts that guide exploration while leaving room for tester intuition. These prompts should highlight key scenarios and potential risk areas without dictating every single step, allowing testers to uncover insights organically.
Focus on broad functional areas and potential interaction points with the goal of understanding the system's overall behavior and potential risks.This approach helps you identify critical paths and potential weak spots in the product without getting bogged down in exhaustive, time-consuming testing procedures.
Build flexibility into your testing process. Encourage testers to explore unexpected paths, follow their intuition, and deviate from pre-planned scripts when interesting discoveries arise. You’ll be more likely to uncover issues that rigid testing might miss.
Shift from documenting what you plan to do to capturing what you actually learn during testing. This creates a valuable knowledge base that tracks unexpected behaviors, emerging patterns, and critical insights. Prioritize action and you’ll get out of a planning rut!
Develop plans that can be quickly updated, allow for rapid feedback, and respond efficiently to changes in the product or discovered issues. If you can avoid complex, bureaucratic test plans, you reduce the risk of slowing down the testing process.
If you walk away from this article with anything, it should be this: testing doesn't need to be complicated to be effective.
Often, the best testing comes from giving skilled people the freedom to explore and investigate, guided by simple prompts rather than detailed plans.
Start testing now with whatever and whoever you have available. You can always add more structure later if you genuinely need it. What matters most is learning about your product's actual quality, not perfecting how you plan to learn about it.
The next time you find yourself in a lengthy test planning session, ask yourself: "Would we learn more about our product by spending this time actually testing it?"
The answer might just be the change you need for a testing process that really works.
EDITORIALS
Our big rebrand and UI update helped our customers collectively record 1 million results in just the first 3 months following the release!
HINTS AND TIPS
All about the several simple and flexible methods that Testpad has for including links to third-party content.
HINTS AND TIPS
Invite guest testers to help you run your tests. Perfect for asking clients to perform User Acceptance Testing, as well as just roping in more help when you're late for a release.