Software Tester Templates

Looking for Software Tester Templates to download? See the main templates that a Software Tester would use in their day-to-day work.

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Software Tester Templates

There is a huge number of templates that someone in the Software Tester role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Software Tester. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Test Plan Template
2. Test Case Template
3. Bug Report Template
4. Test Summary Report Template
5. Test Execution Status Template
6. Test Coverage Matrix Template
7. Test Environment Setup Template
8. Test Data Preparation Template
9. Test Schedule Template
10. Test Metrics Template

Reports

Reports are often prepared by a Software Tester to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Bug Report
2. Test Execution Report
3. Defect Density Report
4. Test Coverage Report
5. Test Case Execution Report
6. Test Progress Report
7. Test Summary Report
8. Test Environment Report
9. Test Automation Report
10. Test Metrics Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Software Tester does and how they do it.

1. Test Plan Template
2. Test Case Template
3. Test Execution Template
4. Defect Report Template
5. Test Summary Report Template
6. Test Strategy Template
7. Test Environment Setup Template
8. Test Data Preparation Template
9. Test Metrics Template
10. Test Closure Report Template

Presentations

Software Tester presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Test Results
2. Bug Tracking and Analysis
3. Test Plan and Strategy
4. Test Case Execution and Coverage
5. Quality Assurance Metrics and Trends

Legal Docs

There are several key times when a Software Tester needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Non-Disclosure Agreement (NDA)
2. Software License Agreement
3. Service Level Agreement (SLA)
4. End User License Agreement (EULA)
5. Data Protection and Privacy Policy

Health & Safety Templates

Health & Safety templates for a Software Tester ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Emergency Response Plan Template
5. Health and Safety Training Record Template

Calendars

Setting up Software Tester calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Test Plan Calendar
2. Test Execution Calendar
3. Bug Tracking Calendar
4. Release Calendar
5. Training Calendar

Invoice Templates

Several types of Software Tester invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Testing Services Invoice
2. Bug Fixing and Troubleshooting Invoice
3. Test Plan Development Invoice
4. Test Case Execution and Reporting Invoice
5. Test Automation Services Invoice

Survey Templates

For a Software Tester to get insights related to the work they do, they need to send out Software Tester surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. User Satisfaction Survey
2. Bug Report Survey
3. Usability Testing Survey
4. Feature Request Survey
5. Product Feedback Survey

Meeting Agendas

Having premade Software Tester meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Status Meeting
2. Bug Triage Meeting
3. Test Planning Meeting
4. Test Execution Review Meeting
5. Stakeholder Feedback Meeting

Budget Templates

To manage finances well, a Software Tester would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Debt Repayment Budget Template
4. Entertainment and Leisure Budget Template
5. Travel and Transportation Budget Template

Dashboards

Dashboards are a useful way for a Software Tester to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Test Coverage Dashboard
2. Defect Trend Dashboard
3. Test Execution Dashboard
4. Test Case Status Dashboard
5. Test Environment Dashboard

Proposal Templates

For bidding or requesting work, a Software Tester needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Test Plan Proposal – outlines the testing approach and strategy for a specific software project.
2. Test Case Proposal – details the specific test cases that will be executed during the testing phase.
3. Defect Report Proposal – documents any defects found during testing and proposes solutions for resolution.
4. Test Summary Proposal – summarizes the results of the testing phase and provides recommendations for future improvements.
5. Regression Testing Proposal – outlines the plan for retesting previously tested software to ensure that new changes have not introduced any new defects

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Software Tester templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.

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