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B C D E F G

Version Date Author Description Phase Estimation


3
(hours)
4 0.0a xx/xx/xx Infosys Initial High Level Initiation
Estimates
5
6
7
8
Project Name and Number: Tester: Pooja Kothadiya Version No. 0.0a Developed in what Phase:
Hours
Hours
TEST EFFORT ESTIMATION Worksheet - Test Activities Input Responsibility Pessimis Assumptions
Expected
tic
Guideline: Additional to the parameters like prior knowledge and
Pessimistic scenario factor
Test Manager 5% complexity of the functionality, a 5% pessimistic factor is
(as a % of hours expected)
considered.
SDLC Phase: Initiation 0 0
A. Project Management Test Manager 0
SDLC Phase: Requirements 0 0
B. Identify Non-Testable Requirements Test Analyst(s) 0
C. Requirements Understanding Test Analyst(s) 0
D. Create Test Strategy/Approach Test Analyst(s) 0

E. Create Test Scenarios (HLTP) Test Manager 0

F. Identify test cross-application dependencies Test Manager 0


G. Create RTM 0
# Hrs /
SDLC Phase: Design TC 0 0
TC
H. Create Detail Level Test Plan Test Manager 1 0.30 0
I. Review and Update the Detail Level Test Plan Test Analyst(s) 0
SDLC Phase: Build 0 0
Test Analyst(s) and Test
J. Prepare Test data and Environment 0
Manager and Test Bed Mgr
K. Review Unit Test Results Test Analyst(s) 0
# Hrs /
TC
TC
SDLC Phase: Test 1 1 1
L. Execute the test cases as part of Smoke Testing Test Analyst(s) 0 0.75 0.11
M. Execute the Test Cases Test Analyst(s) 1 0.75 0.75

N. Review and update the Executed Detail Level Test Plan


Test Analyst(s) 0

O. Re-Execution (between 10%-15%) Test Analyst(s) 10% 0

P. Regression of test cases Test Analyst(s) 0

Q. Automation of test cases Test Analyst(s) 0


SDLC Phase: Implementation 0 0
R. Production validation Test Execution Test Manager 0
S. Defect root cause analysis Test Manager 0
T. Participate in Post Implementation Review Test Manager 0
MISC 0 0
U. Revise Test Effort Estimation (as Needed) Test Manager 0
V. Training as needed Test Manager 0
Subtotal: 2 2
Contingency for that may arise during Project Test Manager 10% 0 0
Project Management (Maintaining Project Issue logs,
Seeking clarifications, Project Meetings and updating status 15% 0 0
reports) Test Manager
Total Test Effort (Hours): 2 3
Print Date 12/09/2021

Risks/Key Issues:

Notes:

Approximate Number Of Test Conditions Covered Per Test case 1


Approximate Number Of Test Cases to be Planned & Executed 1
Total Hours
Total Test Scenarios Effort: 0.3
Total TP Effort: 0.3

Value in %.
Eg: if 30% can be
reused, value will be
30,
Range 15-95%
If no reusability,
Reusability of the TP: leave it blank
Total TP Effort (TP Effort - Reusability Factor) 0.30
Total TE Effort: 0.8

Complexity of
Functionality or
Prior knowledge Complexity of Clarity of
Project complexity is considered based on parameters like: of Requirements Requirements Requirements
SCR <No> <Name>: Sufficient Low No

No of
Requirements or Total Effort
No of Test Hours(Base
Serial No Area of Testing/Scenario Base Value Conditions Value)
I Test Scenarios (HLTP) 0.25 1 0.25
II Test Plan 1 0.30
Data Collection 0.15 0 0.00
Functionality Testing:
Simple Transactions 0.10 0 0.00
Medium Transactions 0.15 0 0.00
Complex Transactions 0.30 1 0.30

Regression and Negative Testing:


Simple Transactions 0.10 0 0.00
Medium Transactions 0.15 0 0.00
Complex Transactions 0.30 0 0.00
Miscellaneous 0.50 0 0.00
Add Rows above this
III Test Execution 1 0.75
Data Collection 0.35 0 0
Functionality Testing:
Simple Transactions 0.25 0 0
Medium Transactions 0.50 0 0
Complex Transactions 0.75 1 0.75

Regression and Negative Testing:


Simple Transactions 0.25 0 0
Medium Transactions 0.50 0 0
Complex Transactions 0.75 0 0
Miscellaneous 0.75 0 0
Add Rows above this

QPM Template Date 04/29/05 © Allstate Financial 2004, For Internal Use Only Page 4 of 7
QPM Version 1.0
Transaction Categories

Test Plan -Simple Transactions


Agent change
Rider Processing
PPR/FPR processing

Test Plan -Medium Transactions


Data Collection
Manual Additional payment
Fund transfer
Ownership change
Reversal and reprocessing
Source Reporting (Tax form Generation and Verification)
Withdrawals
Recharacterization
Automatic Addition
Document Processing and Verification
Accounting Verification
Ralie Verification
Access Allstate Verification
Payout Processing
ALM Verification
SPIA

Test Plan -Complex Transactions


Annuitization
RMD processing
Death processing
Divorce Split
Exchange and Replacement
Loan processing
Structured settlement
Systematic Withdrawals
Systematic Exchange
Multibenificiary Processing
Spousal Continuation
Building agents
SQL query
ansaction Categories

Test Execution -Simple Transactions


Cash batch creation
SQL query
Recharacterization
Agent change

Test Execution -Medium Transactions


Data Collection
Manual Additional payment
Annuitization
Exchange and Replacement
Fund transfer
Ownership change
Reversal and reprocessing
Systematic Withdrawals
Withdrawals
Spousal Continuation
Automatic Addition
Rider Processing
PPR/FPR processing
Document Processing and Verification
Accounting Verification
Ralie Verification
Access Allstate Verification
Payout Processing
ALM Verification
SPIA

Test Execution -Complex Transactions


Loan processing
Systematic Exchange
RMD processing
Death processing
Divorce Split
Source Reporting (Tax form Generation and Verification)
Multibenificiary Processing
Building agents
Structured settlement
Prior knowledge/
Clarity of Requirements
Item Description Ratio
New functionality/ product launch
Need clarification from the analyst to understand the 30%
No requirements
Exposure to 1-2 projects
20%
Less Need some research to understand the requirement
Experience in >3 projects
Base
Sufficient Able to write the test strategy and test planning

Complexity of Functionality/ Requirements


Item Description Ratio
1-2 screens/ minimal calculations/ 1-2 transactions
Low Simple transactions* Base
3-5 screens/moderate calculations/ 3-4 transactions
Medium Medium transactions* 20%
more than 5 screens/complex calculations/ more than 4
transactions
High Complex transactions* 30%

Formulae
Low Medium High
Base + .
No base +0.5*base
base +0.30*base 6*Base
base
Less base +0.20*base base +.40*base
+.5*base
base + .
Sufficient Base base +.20*base
30*base

Example
Low Medium High
No 0.65 0.75 0.8
Less 0.6 0.7 0.75
Sufficient 0.5 0.6 0.65

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