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30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
Satisfice
@jamesmarcusbach
DevelopSense
@michaelbolton
James Lyndsay, Simon Morley, and Ben Kelly)
1
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The REAL Agile Testing Quadrants
(as we believe they should always have been)
James Bach
http://www.satisfice.com
james@satisfice.com
Michael Bolton
http://www.developsense.com
michael@developsense.com
(and with helpful comments from International Society of Software Testing members: Anne‐Marie Charrett,
Paul Gerrard
Conference Chair 2014
www.eurostarconferenc
es.com
@esconf
s
#esconfs
Venue: The Convention Centre Dublin
Date: 24 – 27th November 2014
We hope you can make it
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Relax… a role is a heuristic, not a prison.
• If I am a developer, can I do testing?
• Of course!
• If I am a tester, can I make quality better?
• Sure!
• If I am a goalie, can I score goals, too?
• No rule against it!
• If I am a janitor, can I offer suggestions to the CEO?
• Why not?
• If I am not the driver of a car, can I grab the steering wheel?
• Feel free!
What is the testing role?
• To test is to evaluate a product by learning about it through
experimentation.
• A tester’s role is to develop himself as a tester, connect with
the clients of testing, prepare for testing, perform testing,
and report the results of testing.
Why is this the testing role?
• Because that’s the meaning and history of “testing”.
• Because to add quality policing or improvement to testing
creates responsibility without authority; usurps
management’s role; and sets us up as scapegoats.
• Because this is already a very challenging portfolio and skill
set. Adding anything to it distracts and dilutes tester effort.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Relax… a role is a heuristic, not a prison.
• If I am a father, do I HAVE to do fathering???
Yes.
Relax… a role is a heuristic, not a prison.
• If I am a developer, can I do testing?
• Of course! You already do testing. And you will have to sharpen
your skills and cope with certain handicaps and biases if you
want to do great testing.
• If I am a tester, can I make quality better?
• Sure! And if you do that you will have adopted, at least
temporarily, a developer role. It’s hard to wear two hats on .
• If I am a goalie, can I score goals, too?
• No rule against it! But if you come forward your team’s goal is
open. And the person covering it can’t use his hands.
• If I am a janitor, can I offer suggestions to the CEO?
• Why not? But his role is not necessarily to listen.
• If I am not the driver of a car, can I grab the steering wheel?
• Feel free!—if the driver is incapacitated. Otherwise, ask nicely.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Marick’s Original
See http://www.exampler.com/old‐blog/2003/08/21/,
http://www.exampler.com/old‐blog/2003/08/22/#agile‐testing‐project‐2,
and subsequent posts.
Our Problems with the Quadrants
• James encountered the quadrants first in 2003 or so, when
Brian Marick explained them to him; I started to hear about
them shortly after that.
• I participated in the Agile Testing Mailing list, which seemed to
exalt processes and tools, but not talk about testing much.
– There was talk of checking, but they didn’t call it that―but in fairness,
back then, I didn’t either.
• I abandoned the list in 2008 or so, after I got tired of the
misrepresentation and dumbing‐down of testing.
• The quadrants helped to feed that misrepresentation.
• We have learned much more about (agile) testing and how to
discuss it since the quadrants arrived; it’s time for an overhaul.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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5
Why You Might Like the Old Quadrants:
It’s a generic diversified test strategy!
• Our replies
• We can have generic test strategies that don’t
misrepresent testing
• We can do way better than this―going much
deeper
Crispin & Gregory’s Version
See Crispin & Gregory, Agile Testing
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Some of our motivations to revise:
• The Crispin/Gregory version makes confusing and
unnecessary distinctions about testing with and without
tools.
– Tools are not remarkable in testing. Good testers use them
anywhere.
– There is no such thing as “manual” or “automated testing”.
• Both versions pin certain techniques and approaches to
certain quadrants.
– (Any test technique or approach may relate to any quadrant–
which represent overarching tasks and goals.)
• People have been asking us for years how Rapid Testing
fits with Agile Testing. We need a bridge.
Some of our motivations to revise:
• Marick’s original and his comments on it frame simple output checks as more
“integral” to the programming process than vigorous testing.
– Let’s treat it all as connected together, in super‐rapid feedback loops. It’s agile
development, right?
• The Crispin & Gregory version implies that critique is not supporting the team,
or not the work of programming. This also implies that that testers do not
belong in Agile unless they write code.
– Testing—criƟquing the product―IS supporting the team; testers may or may not
write code, use particular tools, or apply particular skills.
• Both versions confuse output checking (which is completely automatable) with
testing (which is not).
– Just like programming, testing is a live thought process. Checking lives inside it, just
as compiling lives inside programming.
– To be fair, this is a very common misconception, and not just in the Agile
community; and to his credit, Marick refers to “checked examples”, which he got
from Ward Cunningham; honour is due.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Reification Fallacies:
“test cases are testing” and “examples are tests”
• “To test” is a verb; a test is a performance, not an artifact.
• Testing cannot be encoded. (Just as programming cannot be
encoded; you cannot script the interpretation, invention,
innovation, and problem‐solving that happens in
programming work.)
• It is pointless to discuss whether “business people” can
“read the tests” because testing cannot be read; only partial
representations of testing activity (or checks) can be read.
• If you try to communicate testing primarily through writing
then you are probably doing it wrong (and violating Agile
principles).
• Instead: prefer conversation, description, demonstration.
“Facings” are beside the point.
• THE BUSINESS needs us to produce something of value.
• THE BUSINESS needs us to do that efficiently.
• THE BUSINESS needs to learn what it values over time rather
guessing at the start of and freezing that guess til the end.
• “Technology‐facing” simply means doing things that help us
build with change in mind– an activity our business clients need
but do not directly care about (or sometimes even know about.)
Instead, let’s look at the core heuristics of Agile:
• continually re‐focus on value (to keep producing value)
• ply our craft in ways that reduce the cost of responding to
constant change (rather than denying change)
(which ought to be infused with testing)
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Agile Development Heuristic
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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NOTE: Although there is a cyclic tendency to these activities, they overlap, combine,
and support each other. The process is less like a ticking clock and more like stirring a
cup of coffee.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Iterations, sprints,
releases, or
whatever you want
to call them.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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“Our highest priority is to satisfy the customer through…valuablesoftware”
“Continuous attention to technical excellence and good design enhances agility.”
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
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Peter Galison introduced the notion of a trading zone in science as a situation
wherein people from different disciplines try to work together despite their very
different and incompatible concepts and language.
Central Obstacle Divides Work
Business analyst skill focus
Tester skill focus
Developer skill focus Mt. Mindset
NOTE: We do NOT claim that this work must be done by different people, or
that the people must have different roles. We DO claim that roles on an agile
team (collaborating with each other) are a powerful heuristic for solving the
mindset switching problem.
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
13
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“Distance” here refers to the difference between one perspective and another.
Testing benefits from diverse perspectives. Shallow testing is tractable at a close
critical distance, whereas deeper or naturalistic long‐form testing tends to require
or create more distance from the builder’s mindset.
Collins’ Trading Zones Model
30‐Jun‐14
Copyright © 2014, Michael Bolton / DevelopSense
14
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The RST Agile Testing Ecosystem V1.0
(James Bach and Michael Bolton)
Paul Gerrard
Conference Chair 2014
www.eurostarconferenc
es.com
@esconf
s
#esconfs
Venue: The Convention Centre Dublin
Date: 24 – 27th November 2014
We hope you can make it

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'The Real Agile Testing Quadrants' with Michael Bolton

  • 1. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense Satisfice @jamesmarcusbach DevelopSense @michaelbolton James Lyndsay, Simon Morley, and Ben Kelly) 1 1 The REAL Agile Testing Quadrants (as we believe they should always have been) James Bach http://www.satisfice.com james@satisfice.com Michael Bolton http://www.developsense.com michael@developsense.com (and with helpful comments from International Society of Software Testing members: Anne‐Marie Charrett,
  • 2. Paul Gerrard Conference Chair 2014 www.eurostarconferenc es.com @esconf s #esconfs Venue: The Convention Centre Dublin Date: 24 – 27th November 2014 We hope you can make it
  • 3. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 2 2 Relax… a role is a heuristic, not a prison. • If I am a developer, can I do testing? • Of course! • If I am a tester, can I make quality better? • Sure! • If I am a goalie, can I score goals, too? • No rule against it! • If I am a janitor, can I offer suggestions to the CEO? • Why not? • If I am not the driver of a car, can I grab the steering wheel? • Feel free! What is the testing role? • To test is to evaluate a product by learning about it through experimentation. • A tester’s role is to develop himself as a tester, connect with the clients of testing, prepare for testing, perform testing, and report the results of testing. Why is this the testing role? • Because that’s the meaning and history of “testing”. • Because to add quality policing or improvement to testing creates responsibility without authority; usurps management’s role; and sets us up as scapegoats. • Because this is already a very challenging portfolio and skill set. Adding anything to it distracts and dilutes tester effort.
  • 4. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 3 3 Relax… a role is a heuristic, not a prison. • If I am a father, do I HAVE to do fathering??? Yes. Relax… a role is a heuristic, not a prison. • If I am a developer, can I do testing? • Of course! You already do testing. And you will have to sharpen your skills and cope with certain handicaps and biases if you want to do great testing. • If I am a tester, can I make quality better? • Sure! And if you do that you will have adopted, at least temporarily, a developer role. It’s hard to wear two hats on . • If I am a goalie, can I score goals, too? • No rule against it! But if you come forward your team’s goal is open. And the person covering it can’t use his hands. • If I am a janitor, can I offer suggestions to the CEO? • Why not? But his role is not necessarily to listen. • If I am not the driver of a car, can I grab the steering wheel? • Feel free!—if the driver is incapacitated. Otherwise, ask nicely.
  • 5. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 4 4 Marick’s Original See http://www.exampler.com/old‐blog/2003/08/21/, http://www.exampler.com/old‐blog/2003/08/22/#agile‐testing‐project‐2, and subsequent posts. Our Problems with the Quadrants • James encountered the quadrants first in 2003 or so, when Brian Marick explained them to him; I started to hear about them shortly after that. • I participated in the Agile Testing Mailing list, which seemed to exalt processes and tools, but not talk about testing much. – There was talk of checking, but they didn’t call it that―but in fairness, back then, I didn’t either. • I abandoned the list in 2008 or so, after I got tired of the misrepresentation and dumbing‐down of testing. • The quadrants helped to feed that misrepresentation. • We have learned much more about (agile) testing and how to discuss it since the quadrants arrived; it’s time for an overhaul.
  • 6. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 5 5 Why You Might Like the Old Quadrants: It’s a generic diversified test strategy! • Our replies • We can have generic test strategies that don’t misrepresent testing • We can do way better than this―going much deeper Crispin & Gregory’s Version See Crispin & Gregory, Agile Testing
  • 7. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 6 6 Some of our motivations to revise: • The Crispin/Gregory version makes confusing and unnecessary distinctions about testing with and without tools. – Tools are not remarkable in testing. Good testers use them anywhere. – There is no such thing as “manual” or “automated testing”. • Both versions pin certain techniques and approaches to certain quadrants. – (Any test technique or approach may relate to any quadrant– which represent overarching tasks and goals.) • People have been asking us for years how Rapid Testing fits with Agile Testing. We need a bridge. Some of our motivations to revise: • Marick’s original and his comments on it frame simple output checks as more “integral” to the programming process than vigorous testing. – Let’s treat it all as connected together, in super‐rapid feedback loops. It’s agile development, right? • The Crispin & Gregory version implies that critique is not supporting the team, or not the work of programming. This also implies that that testers do not belong in Agile unless they write code. – Testing—criƟquing the product―IS supporting the team; testers may or may not write code, use particular tools, or apply particular skills. • Both versions confuse output checking (which is completely automatable) with testing (which is not). – Just like programming, testing is a live thought process. Checking lives inside it, just as compiling lives inside programming. – To be fair, this is a very common misconception, and not just in the Agile community; and to his credit, Marick refers to “checked examples”, which he got from Ward Cunningham; honour is due.
  • 8. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 7 7 Reification Fallacies: “test cases are testing” and “examples are tests” • “To test” is a verb; a test is a performance, not an artifact. • Testing cannot be encoded. (Just as programming cannot be encoded; you cannot script the interpretation, invention, innovation, and problem‐solving that happens in programming work.) • It is pointless to discuss whether “business people” can “read the tests” because testing cannot be read; only partial representations of testing activity (or checks) can be read. • If you try to communicate testing primarily through writing then you are probably doing it wrong (and violating Agile principles). • Instead: prefer conversation, description, demonstration. “Facings” are beside the point. • THE BUSINESS needs us to produce something of value. • THE BUSINESS needs us to do that efficiently. • THE BUSINESS needs to learn what it values over time rather guessing at the start of and freezing that guess til the end. • “Technology‐facing” simply means doing things that help us build with change in mind– an activity our business clients need but do not directly care about (or sometimes even know about.) Instead, let’s look at the core heuristics of Agile: • continually re‐focus on value (to keep producing value) • ply our craft in ways that reduce the cost of responding to constant change (rather than denying change)
  • 9. (which ought to be infused with testing) 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 8 8 Agile Development Heuristic
  • 10. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 9 9 NOTE: Although there is a cyclic tendency to these activities, they overlap, combine, and support each other. The process is less like a ticking clock and more like stirring a cup of coffee.
  • 11. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 10 10 Iterations, sprints, releases, or whatever you want to call them.
  • 12. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 11 11 “Our highest priority is to satisfy the customer through…valuablesoftware” “Continuous attention to technical excellence and good design enhances agility.”
  • 13. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 12 12 Peter Galison introduced the notion of a trading zone in science as a situation wherein people from different disciplines try to work together despite their very different and incompatible concepts and language. Central Obstacle Divides Work Business analyst skill focus Tester skill focus Developer skill focus Mt. Mindset NOTE: We do NOT claim that this work must be done by different people, or that the people must have different roles. We DO claim that roles on an agile team (collaborating with each other) are a powerful heuristic for solving the mindset switching problem.
  • 14. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 13 13 “Distance” here refers to the difference between one perspective and another. Testing benefits from diverse perspectives. Shallow testing is tractable at a close critical distance, whereas deeper or naturalistic long‐form testing tends to require or create more distance from the builder’s mindset. Collins’ Trading Zones Model
  • 15. 30‐Jun‐14 Copyright © 2014, Michael Bolton / DevelopSense 14 14 The RST Agile Testing Ecosystem V1.0 (James Bach and Michael Bolton)
  • 16. Paul Gerrard Conference Chair 2014 www.eurostarconferenc es.com @esconf s #esconfs Venue: The Convention Centre Dublin Date: 24 – 27th November 2014 We hope you can make it