How to Write a Performance Testing Strategy Document? [Detailed Steps]

This article explores the importance of a performance-testing strategy document and how to create one for beginners. If you want to know more, read on.

What is Performance Testing Strategy Document

A test strategy is a plan that defines your approach to the software test life cycle (STLC). Help the QA team define test coverage and scope. This helps testers always have a clear view of the project. With a good testing strategy in place, the chances of missing a test activity are very low. 

A performance testing strategy document is a detailed software testing document that clearly defines the exact software testing approach and testing goals for a software application. Test documentation is an integral part of any QA team, derived from real business needs, guiding the entire team on the software testing approach and goals for each activity in the software testing process.

A test strategy document answers all questions, like what you want to do, how you get there, etc. Writing an effective strategy document is a skill that testers develop with experience. The testing roadmap should be communicated across the team so that the team's approach and responsibilities are consistent. 

How to Write a Performance Testing Strategy Document

After learning the concept of a performance testing strategy document, you may still be wondering how to create it in detail. Here, refer to the step-by-step guide to learn to start writing a testing strategy document.

Step 1. Scope and Overview

An overview of the project and information about who uses this document is necessary. It also provides details. Define test activities and phases to be performed on a schedule relative to the overall project schedule defined in the test plan.

Step 2. Test Approach

Define the testing process, testing levels, roles, and responsibilities of each team member. For each test type defined in the test plan, explain why it should be run, along with details such as start time, test owner, responsibilities, testing approach, automation strategy, and tooling details (if applicable). Test execution involves a variety of activities such as adding new bugs, triaging bugs, assigning bugs, retesting, regression testing, and finally releasing tests. You must define the exact steps to perform for each activity. You can follow the same process that worked in the previous test cycle. A Visio presentation of all these activities, including a set of testers and who is working on which activity, is very helpful in quickly understanding team roles and responsibilities.

Step 3. Test Environment

Your test environment setup should include information about the number of environments and the setup required for each environment. Define software and hardware requirements such as the number of users supported in each environment, access roles for each user, operating system, memory, free disk space, and several systems.

Step 4. Test Tool

Define the test management and automation tools needed to run your tests. As for the best software performance testing tool, we highly recommend WeTest, an overall testing service that can automatically detect errors in applications intelligently. It provides a swell of beneficial features and tools, such as automated testing, functionality testing, performance testing and security testing, etc. Moreover, it works for various platforms and devices, so don’t worry that it will fail to take effect on your device.

Step 5. Review and Approval

A summary of the review changes should be included at the beginning of the document along with the approver's name, date, and comments. Also, since this is a living document, it needs to be continually reviewed and updated to improve the testing process. 


To conclude, A performance testing strategy document describes goals, approaches, and key considerations for testing system, application, or website performance. This document provides a framework for identifying performance requirements, selecting appropriate tools and methodologies, defining realistic test scenarios, and measuring and analyzing test results. By following the guidelines and recommendations outlined in the strategy document, organizations can effectively address performance issues, optimize system performance, and improve user experience. It serves as a valuable resource for teams involved in performance testing, facilitating collaboration and coordination among stakeholders.  

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