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<Customer Name>
<Project Name>

Test Case Point Estimation Template

8.1.0

Prepared
By / Last Reviewed By Approved By
Updated By

Name
Role
Signature
Date

Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected

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 Test Case Point Estimation Template - ReadMe <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Workbook Contents
ReadMe sheet - Contains simple guidelines for using TCP methodology
Metrics per Project sheet - All projects using TCP methodology for estimation should complete this sheet. This will be used for further analysis and benchmarking.
Sample sheet - Contains a sample project effort estimation for reference.
Worksheet - Can be used for listing the functionality and classifying the Test requirements into Simple/Average/Complex
TCP Framework - Contains the template for TCP methodology implementation.
Effort Break-up - Details of various project phases and the effort expended on each phase. Relevant values have been picked up from the Template sheet.
Effort Summary - Phase-wise Effort Summary. All values have been picked up from the Effort Break-up sheet.

Guidelines to complete the TCP estimation template

1. The classification of test requirements into Simple, Average and Complex will be based on
a. Test requirement complexity OR
b. Interface with other requirements OR
c. No. of verification points OR
d. Baseline Test data

2. Factor weight denotes the complexity of the factor with respect to the project. This value will vary from 0 to 10 only.
For e.g. if the project is on a mainframes domain with various communication protocols, this could be assigned 10.
Or if we have a system that requires to be tested on an Win95 OS but is an IVR(Interactive Voice Recognition) system, the Technical Know-how could be 10.

3. The complexity weight takes into count the expertise that we have and the amount of complexity that we foresee in the project due to this factor. This value will vary from 0 to 3 only.
For. e.g. taking the same 2 examples as above…if we do not have any prior experience in the field of mainframe testing the complexity would now be assigned 3
Or if the same IVR system was coming in for a new release testing(the prior release having been tested by us) the Technical Know-how complexity would be assigned 1 or 2

4. To calculate the Total Person Hrs for each of the following activities, add as many factors as required. All those factors that will affect the effort estimate must be included.
A sample set of most probable factors have already been listed in the template, these can be retained/deleted as per project requirements.
a. Test case generation
b. Manual execution

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 Test Case Point Estimation Template - ReadMe <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

5. Guidelines for Test Requirement classification:

a. Any verification point containing a calculation is considered 'Complex'
b. Any verification point which interfaces with or interacts with another application is classified as 'Complex'
c. Any verification point consisting of a report verification is considered as 'Complex'
d. A verification point comprising a Search functionality may be classified as 'Complex' or 'Average' depending on the complexity

6. The Effort Estimation for Manual Test execution that is calculated in the TCP sheet is only for a single round of end-to-end functionality testing.
Additional effort needs to be added for Regression/Sanity/Smoke testing rounds.

7. During effort estimation, apart from the effort calculation for the 4 activities listed above(4a. - 4d.), effort estimation needs to be performed for the following project related activities:
a. Initiation phase - System Study, Brainstorming sessions, Application walk-through with client, Knowledge Transfer sessions etc
b. Preparation phase - Test Case Reviews, Re-work etc.
c. Test execution phase - Defects reporting, tracking then to closure etc
d. Closure phase - Test case updations, Test Report preparation etc
e. Project Management activities
f. General activities - Telecons, Team Meetings, preparation of status reports etc

8. The Graph in the Effort Summary sheet will be automatically populated once the effort estimation is completed.

9. Effort Break-up Sheet - The Initiation Phase activities and the Management activities are considered to be ten percent of the total effort calculated in the Template sheet.
This may be modified as per project requirements.

10. Effort Break-up Sheet - The Test Plan and Test Report activities have been assigned standard person days effort for Preparation, Review and Rework.
This maybe modified based on project requirements.

11. Adjustment factor is calculated as below:

Assume, X = Total person hours that is needed without being influenced by any external factors.
Adjusted effort is needed when there is any impact because of some factors which will be calculated as some y% of X.
So Total effort that will be required with the influential factors = X+(y% of X) = X(1+y)
And hence 1+y will become the adjustment factor which is calculated in Row no 82 and 102.

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Test Case Point Estimation Template - Effort Summary <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Effort Estimation Summary Sheet

Phase Effort in Person Days
Initiation Phase 0
Preparation Phase 8
Testing Phase 4
Closure Phase 5
Management Activities (All Phases) 0
Total 18
Total in Person Wks 3.6

Effort in Person Days

Initiation Phase
5 00
Preparation Phase

Testing Phase

8
Closure Phase

Management Activities (All

Phases)
4

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Test Case Point Estimation Template - Effort Break-up <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Effort Estimation Detail Sheet Please fill in the blanks

Phase Effort in Person Days % of Parent Phase Note: (effort/person day) as per the
Initiation Phase 0 10 project requirements
Estimation 0 25
Knowledge Transfer 0 25
Environment Setup 0 25 Non Editable Fields
System Study 0 25
Preparation Phase 8
Test Plan 4
Preparation 2
Review 1
Rework 1
Test Scenarios 1 50
Preparation 1 60
Review 0 30
Rework 0 10
Test Cases (may include Test Data preparation) 3
Preparation 2 60
Review 1 30
Rework 0 10
Testing Phase 4
Manual Testing 4
End-to-End Functionality Round 2
Regression Round 1 50
Sanity Round 0 10
Defect Reporting 0 25
Defect Retesting 0 5

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Test Case Point Estimation Template - Effort Break-up <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Closure Phase 5
Test Report 4
Preparation 2
Review 1
Rework 1
Test Deliverables - Test Scenarios 0 25% of Test Scen. Prep.
Preparation 0 60
Review 0 30
Rework 0 10
Test Deliverables - Test cases 1 25% of Test Case Prep.
Preparation 0 60
Review 0 30
Rework 0 10
Management Activities 0 10
Team Meetings/Review Meetings 0 25
Conf. Call with client/OC 0 25
Test Management - Status Reporting, Allocation etc 0 25
Project Management 0 25
Total in Person Days 18.2
Total in Person Wks 3.6
Total in Person Hours 145.3

Assumptions:
* We assume 1 cycle of testing - inclusive of Functionality, Regression and Sanity testing
* We assume testers will join the team on day 1 and no leaves are taken
* We assume 0 delay from client for providing feedback / reviews.
* We assume that the test server environment will be provided by the client
* Actual effort may vary from estimated effort depending on actual no. of test cases
* We assume there are no delays from Customer in requirements clarification
* We assume test data will be supplied by the clients

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 Test Case Point Estimation Template - TCP Framework <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Test Effort Estimation

Project Name
Project Id

Complexity of Test Requirements within the Module

Requirement Classification Simple (1-3) Average (4-7) Complex (> 8) Total
test 1 1
test1 5 5
test2 9 9
0
0
0
0
0
0
0
0
0
0
0
0
Total 1 5 9 15

Test Requirements Classification

Interface with other Number of verification
Complexity Type Complexity Baseline Test Data
requirements points
Simple < 2 transactions 0 <2 Not Required
Average 3-6 transactions <3 3-8 Required
Complex > 6 transactions >3 >8 Required

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 Test Case Point Estimation Template - TCP Framework <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Estimate for Total Test Case Points ( Note: The Adjustment Factor in the table below is pre-determined and must not be changed for every project.)
Requirement Type Complexity Weight Adjustment Factor Number Result
Simple 1 2 1 2
Average 2 4 5 20
Complex 3 8 9 72
Total Test Case Points 94

Independent Adjustment Factors - OS and Browser Combinations

Factor Number Description Total No
F14 Operating System Combinations 1
F15 Browser Combinations 1
Excecution Producitivity Improvement
F16 5%
from second iteration onwards

Multiplication Factor for Manual Execution 1

Hours per PersonDay 8

Number of iterations for execution 1

Complexity Weight Adjustment

Factor Number Description Factor Weight (vertical) Result
(Horizontal --> Impact) Factor
F1 Domain Knowledge & Complexity 0 0.00
F2 Technical Know How 0 0.00
Integration with other Hardware devices
F3 such as Hand-held devices, Scanners, 0 0.00
Printers
F4 Multi-lingual Support 0 0.00
F5 Software/Hardware Set Up 0 0.00
F6 Environment Set Up 0 0.00

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 Test Case Point Estimation Template - TCP Framework <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

F7 Build Management 0 0.00

F8 Configuration Management 0 0.00
F9 Preparation of Test Bed 0 0.00
F10 Stable Requirements 0 0.00
F11 Offshore/Onsite Coordination 0 0.00
F12 Test Data Preparation 0 0.00
F13 Network Latency 0 0.00

ESTIMATE FOR TEST CASE GENERATION

Total of Adjustment factor
Other Factors - F1 Adjustment factor : 0.00
Other Factors - F2 Adjustment factor : 0.00
Other Factors - F3 Adjustment factor : 0.00
Other Factors - F4 Adjustment factor : 0.00
Other Factors - F10 Adjustment factor : 0.00
Other Factors - F11 Adjustment factor : 0.00
Other Factors - F12 Adjustment factor : 0.00
Other Factors - F13 Adjustment factor : 0.00
Total of Adjustment factor 0.00

Total Test Case Points (TCP ) 94

Adjustment Factor 1.00
Person Hours Per TCP 0.25
Total Person Hours: 23.5

ESTIMATE FOR MANUAL EXECUTION

Total of Adjustment factor
Other Factors - F1 Adjustment factor : 0.00
Other Factors - F2 Adjustment factor : 0.00
Other Factors - F3 Adjustment factor : 0.00
Other Factors - F5 Adjustment factor : 0.00

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 Test Case Point Estimation Template - TCP Framework <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Other Factors - F6 Adjustment factor : 0.00

Other Factors - F7 Adjustment factor : 0.00
Other Factors - F8 Adjustment factor : 0.00
Other Factors - F9 Adjustment factor : 0.00
Other Factors - F10 Adjustment factor : 0.00
Other Factors - F11 Adjustment factor : 0.00
Other Factors - F13 Adjustment factor : 0.00
Total of Adjustment factor 0.00

Total Test Case Points (TCP ) 94

Adjustment Factor 1.00
Person Hours Per TCP 0.17
Total Person Hours for one OS/ Browser Combination: 15.67
Total Person Hours for all required OS/ Browser Combination: 15.67
Total Person Hours for all iterations: 15.67

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 Test Case Point Estimation Template - TCP Framework <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Overall
Person Hours Person Days
Effort 39.17 5
Duration in Weeks Duration in Months
Calendar Duration 1 0

Prepared by Reviewed By Approved By

Name
Date

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Test Case Point Estimation Template - Sample Effort Break-up <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Effort Estimation Detail Sheet

Phase Effort in Person Days % of Parent Phase
Initiation Phase 11 10
Estimation 3 25
Knowledge Transfer 3 25
Environment Setup 3 25 Non Editable Fields
System Study 3 25
Preparation Phase 108
Test Plan 4
Preparation 2
Review 1
Rework 1
Test Scenarios 35 50
Preparation 21 60
Review 10 30
Rework 3 10
Test Cases (may include Test Data preparation) 69
Preparation 41 60
Review 21 30
Rework 7 10
Testing Phase 80
Manual Testing 80
End-to-End Functionality Round 43
Regression Round 21 50
Sanity Round 4 10
Defect Reporting 11 25
Defect Retesting 1 5

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Test Case Point Estimation Template - Sample Effort Break-up <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Closure Phase 30
Test Report 4
Preparation 2
Review 1
Rework 1
Test Deliverables - Test Scenarios 9 25% of Test Scen. Prep.
Preparation 5 60
Review 3 30
Rework 1 10
Test Deliverables - Test cases 17 25% of Test Case Prep.
Preparation 10 60
Review 5 30
Rework 2 10
Management Activities 0 10
Team Meetings/Review Meetings 0 25
Conf. Call with client/OC 0 25
Test Management - Status Reporting, Allocation etc 0 25
Project Management 0 25
Total in Person Days 229.6
Total in Person Wks 45.9
Total in Person Hours 1837.1

Assumptions:
* We assume 1 cycle of testing - inclusive of Functionality, Regression and Sanity testing
* We assume testers will join the team on day 1 and no leaves are taken
* We assume 0 delay from client for providing feedback / reviews.
* We assume that the test server environment will be provided by the client
* Actual effort may vary from estimated effort depending on actual no. of test cases
* We assume there are no delays from Customer in requirements clarification
* We assume test data will be supplied by the clients

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 Test Case Point Estimation Template - Metrics per Project <Project Name>
Release ID: QTDM-ESTITC / 8.1.0 / 17-Apr-10 C3: Protected Controlled Copy
Project ID: <Project ID> <SCI.ID> / Ver: <No.>

Estimated Effort (in manhrs) Actual Effort (in manhrs)

Size of project
S.No. Project Test case Manual Total Effort Test case Manual Total Effort No. of Resources No. of Defects Issues
(in TCPs)
Generation Execution Generation Execution
Sample Data ABC Project 106.72 81.43 188.15 112 166 278 2 40 232 1. Actual efforts are restricted to
8hrs/day due to Timesheets format
restriction
2. One small module was tested in
addition to what was estimated
1

# of Test Cases TCP/Test Case

S.No Phase # of TCPs
(Actual) Ratio
1 Design 240 2400 10

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 Test Case Point Estimation Template - Template <Project Name>
Release ID: QTDM-ESTITC.xls / 8.06 / 02.12.2008 C3: Protected Controlled Copy
Project ID:<Project ID.> <SCI.ID.> / Ver: <Ver No.>

Test Effort Estimation

Project Name
Project Id

Complexity of Test Requirements within the Module

Requirement Classification Simple (1-3) Average (4-7) Complex (> 8) Total
Login and Authentication 6 10 16
Validate Customer 8 15 10 33
Entering Claim 8 20 25 53
Claim Pre-Qualification 10 15 25 50
Claim Qualification 10 20 25 55
Activation process 9 15 35 59
0
0
0
0
0
0
0
0
0
Total 51 95 120 266

Test Requirements Classification

Interface with other Number of verification
Complexity Type Complexity Baseline Test Data
requirements points
Simple < 2 transactions 0 <2 Not Required
Average 3-6 transactions <3 3-8 Required
Complex > 6 transactions >3 >8 Required

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 Test Case Point Estimation Template - Template <Project Name>
Release ID: QTDM-ESTITC.xls / 8.06 / 02.12.2008 C3: Protected Controlled Copy
Project ID:<Project ID.> <SCI.ID.> / Ver: <Ver No.>

Estimate for Total Test Case Points ( Note: The Adjustment Factor in the table below is pre-determined and must not be changed for every project.)
Requirement Type Complexity Weight Adjustment Factor Number Result
Simple 1 2 51 102
Average 2 4 95 380
Complex 3 8 120 960
Total Test Case Points 1442

Independent Adjustment Factors - OS and Browser Combinations

Factor Number Description Total No
F14 Operating System Combinations 1
F15 Browser Combinations 1
Excecution Producitivity Improvement
F16 5%
from second iteration onwards

Multiplication Factor for Manual Execution 1

Hours per PersonDay 8

Number of iterations for execution 1

Complexity Weight Adjustment

Factor Number Description Factor Weight (vertical) Result
(Horizontal --> Impact) Factor
F1 Domain Knowledge & Complexity 10 3 30 1.00
F2 Technical Know How 6 2 12 0.40
Integration with other Hardware devices
F3 such as Hand-held devices, Scanners, 0 0.00
Printers 2 0

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 Test Case Point Estimation Template - Template <Project Name>
Release ID: QTDM-ESTITC.xls / 8.06 / 02.12.2008 C3: Protected Controlled Copy
Project ID:<Project ID.> <SCI.ID.> / Ver: <Ver No.>

F4 Multi-lingual Support 2 0 0 0.00

F5 Software/Hardware Set Up 2 1 2 0.07
F6 Environment Set Up 3 1 3 0.10
F7 Build Management 3 1 3 0.10
F8 Configuration Management 5 1 5 0.17
F9 Preparation of Test Bed 10 3 30 1.00
F10 Stable Requirements 8 3 24 0.80
F11 Offshore/Onsite Coordination 8 2 16 0.53
F12 Test Data Preparation 10 3 30 1.00
F13 Network Latency 8 2 16 0.53

ESTIMATE FOR TEST CASE GENERATION

Total of Adjustment factor
Other Factors - F1 Adjustment factor : 1.00
Other Factors - F2 Adjustment factor : 0.40
Other Factors - F3 Adjustment factor : 0.00
Other Factors - F4 Adjustment factor : 0.00
Other Factors - F10 Adjustment factor : 0.80
Other Factors - F11 Adjustment factor : 0.53
Other Factors - F12 Adjustment factor : 1.00
Other Factors - F13 Adjustment factor : 0.53
Total of Adjustment factor 0.53

Total Test Case Points (TCP ) 1442

Adjustment Factor 1.53
Person Hours Per TCP 0.25
Total Person Hours: 552.766666666667

ESTIMATE FOR MANUAL EXECUTION

Total of Adjustment factor

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 Test Case Point Estimation Template - Template <Project Name>
Release ID: QTDM-ESTITC.xls / 8.06 / 02.12.2008 C3: Protected Controlled Copy
Project ID:<Project ID.> <SCI.ID.> / Ver: <Ver No.>

Other Factors - F1 Adjustment factor : 1.00

Other Factors - F2 Adjustment factor : 0.40
Other Factors - F3 Adjustment factor : 0.00
Other Factors - F5 Adjustment factor : 0.07
Other Factors - F6 Adjustment factor : 0.10
Other Factors - F7 Adjustment factor : 0.10
Other Factors - F8 Adjustment factor : 0.17
Other Factors - F9 Adjustment factor : 1.00
Other Factors - F10 Adjustment factor : 0.80
Other Factors - F11 Adjustment factor : 0.53
Other Factors - F13 Adjustment factor : 0.53
Total of Adjustment factor 0.43

Total Test Case Points (TCP ) 1442

Adjustment Factor 1.43
Person Hours Per TCP 0.17
Total Person Hours for one OS/ Browser Combination: 343.02
Total Person Hours for all required OS/ Browser Combination: 343.02
Total Person Hours for all iterations: 343.02

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 Test Case Point Estimation Template - Template <Project Name>
Release ID: QTDM-ESTITC.xls / 8.06 / 02.12.2008 C3: Protected Controlled Copy
Project ID:<Project ID.> <SCI.ID.> / Ver: <Ver No.>

Overall
Person Hours Person Days
Effort 895.79 112
Duration in Weeks Duration in Months
Calendar Duration 22 6

Prepared by Reviewed By Approved By

Name
Date

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 Change Log

Please note that this table needs to be maintained even if a Configuration Management tool is used.

Version Number Changes Made

V1.0.0 Initial baseline created on <dd-Mon-yy> by <Name of Author>
Page No. Changed By Effective Date Changes Effected

V 1.1.0

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