QA Testing Process: Step-by-Step Guide for Beginners

A friendly, practical walkthrough of the QA lifecycle—from requirements to release—complete with checklists, examples, and templates you can reuse.

Reading time: ~18–24 minutes · Updated: 2025

New to QA and not sure where to start? This step-by-step guide maps the end-to-end testing process in plain language, with checklists and examples you can put to work immediately. You’ll learn how to plan, design, execute, and report testing so your team ships confidently.

For the broader playbook of what “great testing” looks like in 2025 (planning, automation, non-functional, CI/CD), see Software Testing Best Practices: Complete Guide for 2025 .

New to QA? TestScope Pro helps you run this process without the guesswork. Turn this 10-step guide into a trackable plan: import your WBS, assign owners, capture evidence automatically (screens, HAR, logs), trend flake rate, and show P50/P80 confidence by phase.

The QA Process at a Glance (10 Steps)

#StepGoalKey Outputs
1Requirements reviewClarify scope & acceptance criteriaQuestions list, clarified ACs
2Environment & data readinessStable, representative test bedAccess, seeded data, parity check
3Test planning & strategyApproach, risks, entry/exit criteriaOne-page test plan
4Test designDecide what to test and howTest cases, exploratory charters
5Functional UI executionVerify critical user journeysPass/fail results, screenshots
6API/integration testingRobust contracts & edge handlingContract tests, negative cases
7Non-functional checksFast, safe, accessiblePerf baseline, security smoke, a11y checks
8Defect triage & verificationFix the right issues quicklyPrioritized defects, retest results
9Regression & automationPrevent breakage elsewhereSuite runs, flake fixes
10Reporting & sign-offGo/No-Go decisionCoverage summary, risk narrative

Setup: Requirements, Environments & Test Data

Requirements Checklist

  • Clear acceptance criteria (happy path + key edge cases)
  • Dependencies listed (APIs, services, third parties)
  • Known risks called out (payments, PII, compliance)

Environment & Data

  • Access confirmed; test accounts ready
  • Seeded or anonymized data sets available
  • Staging parity check (configs, versions, features)

Tip: Environment/data work is a common “hidden” cost—track it explicitly so future estimates improve.

With TestScope Pro: Use the Environment & Data sheet to log access, seeds, and parity checks per release. Attach evidence (screens/HAR/logs) directly to steps so onboarding and audits are painless.

Test Planning & Strategy

Keep your plan short and useful: scope in/out, risks, device/browser matrix, reporting cadence, and entry/exit criteria. Assign owners for each testing area so nothing is dropped.

What to Include

  • Scope per module and platform (web, iOS, Android, API)
  • Risk register (impact × likelihood)
  • Coverage strategy (scripted vs exploratory)
  • Regression approach & automation policy

Estimating Time

Break work into phases—planning, design, env/data, execution (UI + API), non-functional, triage, regression, reporting—then size each. For broader best practices that inform these choices, read Software Testing Best Practices: Complete Guide for 2025 .

Plan faster with TestScope Pro: Import a CSV/Jira WBS, assign owners, tag risks, and auto-compute P50/P80 confidence. Pro tracks hours by phase so your next estimate is more accurate.

Test Design: Cases & Exploratory

Scripted Tests

  • Prioritize critical journeys & boundary values
  • Link each case to acceptance criteria
  • Keep steps concise; reference test data clearly

Exploratory Sessions

  • 60–90 minute charters focused on risk areas
  • Record notes, heuristics, and findings
  • Convert repeat offenders into automated checks
In Pro: Create lightweight cases and charters side-by-side, attach evidence as you explore, and one-click convert findings into regression tests or backlog tasks.

Execution: UI, API & Integration

Run tests and log defects with clear repro steps, actual vs expected results, and artifacts (screenshots, logs). Group failures by module to spot hotspots quickly.

UI Tips

  • Focus on critical flows first; then secondary scenarios
  • Cover your target device/browser matrix
  • Capture visual diffs for complex UI areas

API & Integration Tips

  • Validate contracts (schema) at build time
  • Test negative cases, retries, and timeouts
  • Mock external services where appropriate
Pro advantage: Auto-capture screenshots, videos, and HAR files per step. Link failures to commits/PRs and see a heat map by module to target triage time.

Non-Functional Basics (Performance, Security, Accessibility)

Performance

Record a short baseline (p95 response, error rate) and track across builds.

Security

Run a quick authZ/authN smoke; triage dependency/DAST/SAST findings.

Accessibility

Keyboard nav, screen-reader smoke, and contrast checks for key screens (WCAG AA).

In Pro: Store perf/security/a11y baselines next to your plan and fail gates on regressions beyond thresholds so surprises don’t slip to the end.

Defect Reporting, Triage & Verification

  • Daily triage: prioritize by user impact × risk
  • Retest fixes; link commits/PRs for traceability
  • Flag recurring themes to inform future test design

Watch-out: Don’t let triage work disappear—track hours so you can plan for it next time.

Pro makes triage visible: A single board across severity/priority with ownership, SLAs, and reopen tracking—plus auto-compiled verification evidence.

Regression & Automation Maintenance

  • Run smoke on every merge, broader suites at milestones
  • Quarantine flaky tests; budget 10–25% of execution for maintenance
  • Keep selectors stable (data-testids, ARIA) and data idempotent
In Pro: Track flake rate, quarantine lists, and maintenance effort per sprint. Show leaders how automation time pays back in defect prevention.

Reporting & Release Readiness

Share

  • Coverage by area & risk
  • Open defects (by severity/module)
  • Known issues & workarounds
  • Go/No-Go recommendation with rationale

Make it Visual

One slide with coverage tiles + traffic light risk is often enough for execs.

Pro one-click brief: Generate a Release Readiness summary with coverage, risk, NFR baselines, and confidence (P50/P80) linked to evidence.

UAT & Production Verification

Support business stakeholders during UAT with a short checklist and quick triage loops. After release, run a production smoke for critical paths and monitoring alerts.

In Pro: Log UAT results and post-release smoke in the same project so escapes and learnings feed the next plan automatically.

Next Steps & Learning Path

  1. Clone the 10-step process and adapt coverage to your product’s risk profile.
  2. Create a lightweight test plan; track time by phase to improve estimates.
  3. Practice writing small, high-value test cases and running exploratory sessions.
  4. Set up a minimal non-functional baseline early to avoid late surprises.
  5. Learn best practices that turn good testing into great testing: Software Testing Best Practices: Complete Guide for 2025 .

Get started fast with TestScope Pro — Start Free Trial

FAQ

How detailed should beginner test cases be?

Enough that another tester can run them without guessing. Critical flows get more detail; UI polish checks need less.

Do we need automation from day one?

Start small with stable, high-value checks (often API > service > UI). Add more as areas stabilize and regressions appear.

What if requirements change mid-testing?

Update scope and communicate the delta. Re-estimate impacted areas and call out the effect on dates.

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