Salesforce BA Zero to Hero Module 12 — Test Planning & UAT Management
✅ Salesforce BA Zero to Hero — Module 12 of 15
Test Planning & UAT Management
Phase 3 verified the build technically. Now real business users need to confirm it genuinely works for them. This module covers planning, coordinating, and running a User Acceptance Testing cycle that actually catches what matters.
Module 12 of 15 (counting Module 0 as a bonus prerequisite) · Phase 4: Testing & Delivery (Begins!)
🚀 Welcome to Phase 4: Testing & Delivery. Modules 12 through 14 carry your work from "built" to "genuinely successful, adopted launch" — UAT coordination, Change Management and user adoption, and the Agile/Scrum mechanics that structure most modern Salesforce projects.
🎯 What You Will Master in This Module
Recall Module 1's observation that Test Phase is one of the BA's heaviest-involvement phases — this module builds the actual, concrete skill that phase requires. User Acceptance Testing confirms a built solution genuinely satisfies the original business requirements, with real business users doing the testing, coordinated and supported by the BA.
✓ What UAT actually is, and why the BA typically owns coordinating it
✓ Writing test scripts directly from your traced Acceptance Criteria
✓ Planning a complete UAT cycle — testers, environment, entry/exit criteria
✓ The practical challenge of coordinating busy business users to actually test
✓ Triaging every issue found — bug, missed requirement, or genuinely new request
✓ Tracking UAT progress and securing genuine sign-off
✓ Handling a failed or partially-failed UAT cycle gracefully and professionally
📋 In This Module
Concept 1 of 7
What UAT Actually Is, and Why the BA Typically Owns It
User Acceptance Testing is the process of REAL business users, the actual people who will use the solution daily, verifying that a built solution genuinely satisfies the original business requirements — distinct from technical testing (which an Admin or QA might perform to verify the configuration itself works correctly without errors). UAT specifically answers: does this solve OUR actual problem?
⚡ Why This Matters
A solution can be technically flawless, with zero configuration errors, and still fail UAT if it does not genuinely match what the business actually needed — exactly the "built it correctly but built the wrong thing" failure mode this entire course has worked to prevent. UAT is the final, genuine checkpoint catching this specific failure mode before launch.
| Technical Testing | User Acceptance Testing | |
|---|---|---|
| Who Performs It | Admin, Developer, or dedicated QA | Real business users — the actual people who will use this solution |
| What It Verifies | Does the configuration work correctly, without errors? | Does this genuinely solve our actual business problem? |
| Who Typically Coordinates | The technical team itself | The BA — bridging business users and the project |
🛠️ Practical: Distinguish Technical Testing from Genuine UAT
1Scenario: An Admin tests the discount approval Flow by submitting test records with various discount percentages, confirming no errors occur and routing happens as configured.
2Is this Technical Testing or genuine UAT? What is still missing before this feature is genuinely ready to launch?
3This is Technical Testing — it confirms the configuration works without errors, but does NOT confirm real Sales Reps and Managers find this genuinely usable and aligned with how they actually work day to day. Genuine UAT still requires actual Sales Reps submitting real-feeling requests and actual Managers reviewing and approving them, confirming the experience genuinely matches their real workflow.
4This distinction is exactly why a feature passing Technical Testing alone is not yet ready for launch — UAT is a genuinely separate, necessary checkpoint, not a redundant repeat of the same verification.
⚠️ Common Gotcha — Treating Technical Testing as a Substitute for UAT
A project under deadline pressure might be tempted to skip or compress genuine UAT, reasoning that "the Admin already tested it thoroughly." This conflates two genuinely different kinds of verification — technical correctness and genuine business fit are not the same thing, and skipping UAT specifically removes the checkpoint that catches the "built correctly but built the wrong thing" failure this course has repeatedly emphasized preventing.
Concept 2 of 7
Writing Test Scripts Directly from Acceptance Criteria
This is the moment Module 4's entire Acceptance Criteria discipline pays off directly — a genuine test script is simply a Given/When/Then criterion translated into concrete, step-by-step instructions a business user can actually follow and confirm pass or fail.
⚡ Why This Matters
If your original Acceptance Criteria were genuinely testable (Module 4's core discipline), this translation is nearly mechanical. If your Acceptance Criteria were vague, this is exactly where that earlier weakness becomes painfully visible — you genuinely cannot write a clear test script from a vague criterion.
FROM ACCEPTANCE CRITERION TO TEST SCRIPT
ORIGINAL AC (Module 4):
GIVEN a request with 15-30% discount,
WHEN submitted,
THEN it routes to the Sales Manager for approval.
TEST SCRIPT:
Step 1: Log in as a Sales Rep test user.
Step 2: Create a new Discount Request with Discount % = 25.
Step 3: Click Submit.
Step 4: VERIFY — Status shows "Pending Manager Approval."
Step 5: VERIFY — The assigned Sales Manager receives a
notification (check their queue/inbox).
EXPECTED RESULT: Request is routed to Sales Manager, not VP.
ACTUAL RESULT: [Tester fills in: Pass / Fail + notes]
🛠️ Practical: Write Your Own Complete Test Script
1Using your own AC2 from Module 4's exercises (the Case escalation timer-reset edge case): "GIVEN a Case has had no activity for 23 hours, WHEN a new activity is logged, THEN the timer resets and no notification is sent."
2Write a complete, step-by-step test script following the template above — concrete steps a real tester could follow with zero ambiguity.
3Strong example: "Step 1: Create a Case, note the creation timestamp. Step 2: Wait until 23 hours have elapsed (or adjust system test data to simulate this). Step 3: Add a new Comment to the Case. Step 4: Wait past the original 24-hour mark from Step 1. Step 5: VERIFY — no notification was sent to the Support Manager, since the timer should have reset in Step 3."
4Notice this edge-case test script is genuinely harder to write clearly than a simple happy-path script — exactly why Module 4 emphasized writing precise, testable Acceptance Criteria for edge cases specifically, not just the easy, obvious scenario.
⚠️ Common Gotcha — Test Scripts with No Explicit Expected Result
A test script listing only ACTIONS ("create a record, submit it") without an explicit, specific EXPECTED RESULT leaves the tester to subjectively judge whether the outcome was correct — recreating exactly the "not genuinely testable" problem Module 4 warned against, now at the test-execution stage instead of the requirement-writing stage. Always state precisely what should happen, not just what actions to take.
Concept 3 of 7
Planning a Complete UAT Cycle
Genuine UAT planning goes beyond just having test scripts ready — it requires deliberately deciding WHO tests, WHEN, in WHAT environment, and what conditions must be true to genuinely start (Entry Criteria) and genuinely conclude (Exit Criteria) the testing cycle.
⚡ Why This Matters
An unplanned, ad-hoc UAT process ("let's just have people try it out") rarely produces reliable, systematic coverage. Deliberate planning ensures every Acceptance Criterion genuinely gets tested by the right person, in a genuinely representative environment, with clear conditions for declaring the cycle complete.
| Planning Element | Key Question to Answer |
|---|---|
| Testers | Which specific real business users, in which roles, will perform each test script? |
| Environment | Which sandbox or environment — and does it have genuinely realistic test data? |
| Schedule | What is the testing window, and is it realistic given testers' actual availability? |
| Entry Criteria | What must be true BEFORE UAT can genuinely begin (e.g. all Technical Testing passed, environment is stable)? |
| Exit Criteria | What must be true to consider UAT genuinely COMPLETE (e.g. all critical test scripts pass, no open blocker issues)? |
🛠️ Practical: Draft a UAT Plan for the Discount Approval Project
1Draft brief answers for each planning element above, for this course's running discount approval project.
2Strong example: "Testers — 2 Sales Reps and 1 Sales Manager from the original Discovery interviews (Module 2), plus the VP for the VP-tier escalation path. Environment — UAT sandbox with realistic, anonymized test Opportunity data. Schedule — 1 week, with daily 30-minute check-ins. Entry Criteria — all Technical Testing complete with zero open critical defects. Exit Criteria — 100% of Acceptance Criteria-derived test scripts executed, with zero open Critical or High severity issues."
3Notice the Testers list intentionally includes the SAME stakeholders from Module 2's original elicitation — these are the people whose original needs this entire project was built around, making them genuinely appropriate UAT testers, not arbitrary substitutes.
⚠️ Common Gotcha — Vague Exit Criteria Like "Testing Looks Good"
Exit Criteria phrased vaguely, such as "UAT is done when it feels ready," recreates the exact untestable-criteria problem from Module 4, now applied to the testing PROCESS itself rather than individual requirements. Exit Criteria should be just as concrete and measurable as any Acceptance Criterion — a specific pass percentage, a specific defect severity threshold, not a subjective feeling.
Concept 4 of 7
Coordinating Business Users to Actually Test
A genuinely common, practical UAT challenge: real business users have full-time jobs and existing priorities, and testing often feels like a low-priority chore compared to their daily responsibilities. Successfully coordinating genuine, thorough testing requires directly applying Module 3's stakeholder management skills.
⚡ Why This Matters
UAT that technically happened, but was rushed through carelessly by disengaged testers in 10 minutes, provides nowhere near the same genuine verification value as thorough, engaged testing. Getting genuine engagement is a real, learnable coordination skill, not something to simply hope happens.
Practical techniques for genuine UAT engagement:
1. MAKE THE "WHY" EXPLICIT AND PERSONAL
Connect testing directly back to the tester's own original pain
point from Discovery (Module 2) — "this is the process YOU told
me was broken; help me confirm we actually fixed it"
2. PROTECT GENUINE TIME, NOT JUST A CALENDAR INVITE
Work with their manager (recall Module 3's RACI) to ensure testing
time is genuinely protected from competing priorities
3. MAKE TEST SCRIPTS GENUINELY EASY TO FOLLOW
Recall Concept 2's discipline — vague scripts increase the
perceived effort and reduce genuine engagement
4. BE PRESENT AND RESPONSIVE DURING TESTING
Available for immediate questions, rather than testers getting
stuck and simply giving up or rushing through carelessly
🛠️ Practical: Draft a UAT Kickoff Message
1You need to invite the Sales Manager (from your Module 2 Discovery interviews) to participate in UAT for the discount approval feature.
2Draft a kickoff message applying the "make the why explicit and personal" technique from above.
3Strong example: "Hi [Sales Manager], remember our conversation about how discount approvals were getting lost in email with no clear audit trail? We've built the fix, and I'd love your help confirming it genuinely solves that exact problem before we launch. I've blocked 45 minutes on your calendar Thursday — the test script is short and walks you through submitting and approving a request exactly like you would in real life. Your feedback here directly shapes whether this is ready for your whole team."
4Notice this message explicitly references the Sales Manager's OWN original pain point, genuinely connects their participation to real impact, and protects specific, concrete time — exactly the combination this concept's techniques call for, rather than a generic "please test this when you get a chance" request.
⚠️ Common Gotcha — Sending Test Scripts with No Personal Context
A generic email simply attaching test scripts with "please complete by Friday" and no genuine personal connection to the tester's own original need is significantly less likely to produce thorough, engaged testing. Recall Module 3's communication principles — generic, impersonal asks consistently produce weaker results than specific, personally relevant ones.
Concept 5 of 7
Triaging Issues Found During UAT
This is precisely the same triage discipline Module 1 introduced conceptually — now applied as genuine, hands-on UAT practice. Every issue a tester reports must be carefully categorized: a genuine BUG (built solution does not match the signed-off requirement), a MISSED REQUIREMENT (something genuinely needed was never actually specified), or a NEW REQUEST (a stakeholder's new idea, unrelated to original signed-off scope).
⚡ Why This Matters
Conflating these three categories makes it genuinely impossible to accurately assess project health — "12 bugs found" tells a fundamentally different, far more alarming story than "2 genuine bugs, 4 reasonably missed requirements, and 6 new ideas," even though a tester might casually report all 12 the same way.
| Category | Defining Question | Example |
|---|---|---|
| Bug | Does the built solution fail to match what was actually signed off? | AC said routes to Sales Manager at 25%; it actually routed to VP — genuine build defect |
| Missed Requirement | Was something genuinely necessary never actually specified in the signed-off documentation? | Tester needs to edit a submitted request before approval, but no AC ever covered this |
| New Request | Is this a new idea unrelated to anything originally signed off? | "Could we also add a Slack notification?" — not in any original requirement |
🛠️ Practical: Triage Three Real UAT Findings
1Finding A: "I submitted a 25% discount request and it went to the VP, not my Sales Manager."
2Finding B: "I made a typo in my request and there's no way to edit it before it gets approved — I had to ask my manager to reject it just so I could fix it."
3Finding C: "It would be great if this also showed me a history of all my past discount requests on one screen."
4Triage each using the table above. A is a Bug — directly contradicts your signed-off 25% threshold AC. B is a Missed Requirement — a genuinely reasonable need (editing before approval) that was likely never explicitly specified in the original AC. C is a New Request — a genuinely good idea, but unrelated to anything originally signed off, and belongs in your Module 11 backlog as a new, separately-prioritized story, not an urgent pre-launch fix.
⚠️ Common Gotcha — Treating Every Reported Issue as Equally Urgent
Recall this finding's category genuinely affects urgency — a confirmed Bug against signed-off Acceptance Criteria typically needs fixing before launch, while a New Request (Finding C) almost never should block launch, regardless of how appealing it sounds. Conflating categories risks either delaying launch unnecessarily for non-blocking new ideas, or treating a genuine, signed-off-violating bug too casually.
Concept 6 of 7
Tracking UAT Progress and Securing Genuine Sign-Off
Throughout the UAT cycle, you need clear, ongoing visibility into what has been tested, what passed, what failed, and what remains. This directly extends Module 1's status reporting principles and Module 7's genuine-sign-off discipline, applied specifically to the UAT phase.
⚡ Why This Matters
Without deliberate tracking, "is UAT done?" becomes a genuinely unanswerable question with any real confidence. A simple, visible tracker turns this into an objective, instantly-answerable status, exactly the same value Module 7's Traceability Matrix provided for requirements.
| Test Script ID | Linked AC | Tester | Status |
|---|---|---|---|
| TS-001 | AC1 (15-30% routes to Manager) | Sales Rep A | ✅ Pass |
| TS-002 | AC2 (above 30% routes to VP) | Sales Rep A | ✅ Pass |
| TS-003 | Audit log captures decision | Auditor | ❌ Fail — see Finding A |
| TS-004 | Notification on approval | Sales Manager | ⏳ Not Yet Tested |
🛠️ Practical: Determine Genuine UAT Status
1Using the tracker above, and your Concept 3 Exit Criteria ("100% of test scripts executed, zero open Critical/High issues"), is this UAT cycle genuinely ready to conclude?
2Justify your answer using the actual tracker data, not a general impression.
3No — genuinely not ready. TS-004 has not been executed at all (violating "100% executed"), and TS-003 has failed with an open issue that has not yet been resolved or re-tested (violating "zero open issues"). Exit Criteria are explicitly NOT yet met, regardless of how the overall cycle might subjectively "feel."
4This exercise demonstrates the genuine power of concrete, trackable Exit Criteria — the answer here is objective and unambiguous, not a matter of opinion or feeling, exactly the value this concept's discipline provides.
⚠️ Common Gotcha — Declaring Sign-Off Based on "Mostly Passing"
Under launch deadline pressure, there can be real temptation to declare UAT complete because "most things passed" even when explicit Exit Criteria are not genuinely met. This recreates exactly the rushed, false-confidence sign-off problem Module 7 warned about — explicit, agreed Exit Criteria exist specifically to prevent this kind of pressure-driven, premature declaration.
Concept 7 of 7
Handling a Failed or Partially-Failed UAT Cycle Gracefully
UAT genuinely failing, or not meeting Exit Criteria within the originally planned timeline, is not itself a project failure — it is precisely what UAT exists to catch, BEFORE real users encounter the problem in production. How you handle this moment professionally matters enormously, directly applying Module 3's difficult-conversation skills one final time.
⚡ Why This Matters
A BA who panics, minimizes, or hides a genuinely failed UAT cycle damages stakeholder trust far more than the failure itself. A BA who handles it calmly, transparently, and constructively reinforces exactly the kind of professional credibility this entire course has been building toward.
A professional response to a failed/incomplete UAT cycle:
1. COMMUNICATE THE STATUS HONESTLY AND PROMPTLY
(recall Module 3's "communicate bad news proactively" principle)
2. SEPARATE CONFIRMED BUGS FROM EVERYTHING ELSE
Triage rigorously (Concept 5) — only genuine Bugs against signed-off
AC are launch-blocking by default
3. PRESENT A CLEAR RE-TEST PLAN, NOT JUST BAD NEWS
"Here's exactly what needs fixing, and here's the re-test timeline"
4. MAKE A DELIBERATE GO/NO-GO RECOMMENDATION
Based on genuine Exit Criteria status, not a guess — and let the
Accountable decision-maker (Module 3's RACI) make the final call
🛠️ Practical: Draft a Failed-UAT Status Communication
1Using the tracker from Concept 6's exercise (TS-003 failed, TS-004 not yet tested, launch is scheduled for next week), draft your status communication to the VP of Sales.
2Apply the 4-step structure above.
3Strong example: "UAT update: 2 of 4 test scripts passed cleanly. One genuine bug was found in the audit log (TS-003) — the Admin has already identified the fix and expects it resolved by Wednesday. One test script (TS-004, the approval notification) is still pending execution with the Sales Manager, scheduled for Thursday. Given this, I'd recommend we hold the original launch date for one more week to allow a proper re-test cycle, rather than launching with an unconfirmed audit trail — happy to discuss if timing is a major constraint."
4Notice this communication is calm, specific, and constructive — it does not minimize the genuine issue, does not panic, and offers a clear, deliberate recommendation while still explicitly deferring the final go/no-go decision to the genuinely Accountable stakeholder, exactly the mature, professional handling this concept calls for.
⚠️ Module Wrap-Up
A genuinely failed UAT cycle that gets caught, communicated honestly, and properly re-tested is a SUCCESS story for the overall process, even though it does not feel like one in the moment — it is exactly the checkpoint this entire phase exists to provide, working correctly. Module 13 covers Change Management and User Adoption — what happens after a successful launch, ensuring the solution is not just technically delivered but genuinely, sustainably used by the people it was built for.
💬 Module 12 Interview Questions (6)
Q1An Admin reports that all Technical Testing has passed with zero configuration errors. Is User Acceptance Testing still genuinely necessary at this point, or is it redundant given clean technical testing?
UAT remains genuinely necessary even after clean Technical Testing, since these two forms of verification answer fundamentally different questions, with Technical Testing confirming the configuration functions correctly without errors, while UAT specifically confirms real business users find the solution genuinely usable and aligned with how they actually work, verifying the business problem was actually solved rather than merely that the system behaves as configured without crashing. A solution can pass Technical Testing perfectly while still failing to genuinely address the real underlying business need, representing exactly the "built correctly but built the wrong thing" failure mode this course has emphasized throughout, which only real business users actually using the solution as part of genuine UAT can reliably catch before launch.
"UAT remains genuinely necessary because it answers a fundamentally different question than Technical Testing — confirming real business users find the solution genuinely usable and aligned with their actual work, catching the 'built correctly but built the wrong thing' failure mode that clean technical testing alone cannot detect."
Q2Why might a vague test script instruction, such as simply telling a tester to "try submitting a request and see if it works," be a poor approach compared to a fully detailed test script with explicit expected results?
A vague instruction with no explicit, specific expected result leaves the tester to subjectively judge for themselves whether the outcome they observed was actually correct, recreating the exact same untestability problem that vague Acceptance Criteria created at the requirement-writing stage, simply now occurring during test execution instead. Without a precisely stated expected result, two different testers could observe the exact same actual system behavior and reach different conclusions about whether it represents a pass or a fail, undermining the reliability and consistency of the entire testing process and making it genuinely difficult to trust the resulting pass or fail determinations as accurate, objective verification rather than individual subjective impressions that happen to vary by tester.
"A vague instruction leaves the tester to subjectively judge whether the outcome was correct, recreating the same untestability problem vague Acceptance Criteria caused earlier, now at test execution — without a precisely stated expected result, different testers could reach different pass or fail conclusions from identical actual behavior, undermining reliable, objective verification."
Q3A tester reports that the system routed a 25% discount request to the VP instead of the Sales Manager, directly contradicting the signed-off Acceptance Criteria specifying this exact threshold. Separately, the same tester suggests it would also be nice to add a Slack notification alongside the existing email notification. How should these two findings be triaged differently?
The routing finding should be triaged as a genuine Bug, since it directly contradicts a specific, signed-off Acceptance Criterion that explicitly defined the expected threshold behavior, meaning the built solution does not match what was actually agreed upon and typically requires resolution before launch can proceed. The Slack notification suggestion should be triaged as a New Request, since it represents a new idea entirely unrelated to anything originally signed off in the requirements, and should be logged as a new backlog item for future prioritization rather than treated as a launch-blocking issue, regardless of how appealing or easy the idea might initially sound. Triaging these two findings identically, treating both as equally urgent "bugs" simply because they came from the same tester in the same session, would risk either unnecessarily delaying launch for a non-blocking new idea or, in the opposite direction, treating a genuine, signed-off-violating defect with insufficient urgency.
"The routing issue is a genuine Bug, directly contradicting signed-off Acceptance Criteria and typically requiring resolution before launch, while the Slack suggestion is a New Request unrelated to anything originally signed off, belonging in the backlog for future prioritization — conflating the two risks either unnecessary launch delay or insufficient urgency on a genuine defect."
Q4What is the practical risk of declaring UAT complete and ready for sign-off because testing "mostly passed" and "feels ready," even though explicit, previously agreed Exit Criteria, such as zero open Critical or High severity issues, are not actually met?
Declaring UAT complete based on a subjective feeling rather than the actual, objective Exit Criteria status recreates the exact rushed, false-confidence sign-off problem discussed in an earlier module regarding document approval, where an approval is granted without genuinely confirming the underlying conditions that approval is supposed to represent are actually true, meaning the genuine risk the Exit Criteria were specifically designed to catch remains present despite the appearance of a completed, successful testing cycle. This is particularly risky because Exit Criteria, such as zero open Critical or High severity issues, are typically defined specifically because certain unresolved issues represent genuine risk to a successful launch, meaning declaring completion while these conditions remain unmet effectively launches with known, unaddressed risk while creating the false impression that proper verification was genuinely completed.
"Declaring completion based on a subjective feeling rather than actual Exit Criteria status recreates the same false-confidence sign-off problem seen with rushed document approval — since Exit Criteria like zero open Critical issues exist specifically to catch genuine launch risk, ignoring them means launching with known, unaddressed risk while creating a false impression proper verification occurred."
Q5Why might explicitly connecting a UAT tester's participation back to their own original pain point from Discovery genuinely improve the quality and thoroughness of their testing, compared to a generic request to test when convenient?
Explicitly connecting testing participation to the tester's own original pain point transforms the activity from feeling like an arbitrary, low-priority chore competing with their genuine daily responsibilities into something with direct, personally meaningful stakes, since the tester can clearly see this is specifically about confirming whether their own previously expressed frustration was genuinely resolved, rather than an abstract organizational request with unclear personal relevance. This personal connection is likely to produce more genuine engagement and more careful, thorough testing, since a tester who feels invested in confirming their own real problem was actually fixed is more likely to test thoughtfully and report issues honestly, compared to a tester completing a generic, impersonal request primarily to satisfy a deadline with minimal genuine attention or care.
"Connecting testing back to the tester's own original pain point transforms it from an arbitrary, low-priority chore into something with direct personal stakes, since they can see this confirms whether their own real frustration was actually fixed, producing more genuine engagement and careful testing than a generic, impersonal request."
Q6UAT reveals a genuine, confirmed bug close to a planned launch date. How should a BA professionally communicate this situation to project stakeholders, and what should they explicitly avoid doing?
The BA should communicate the situation honestly and promptly rather than delaying or minimizing the finding, clearly separating the confirmed bug from any other less urgent findings like new requests, presenting a specific, concrete re-test plan and realistic timeline for resolution rather than simply delivering the bad news without a constructive path forward, and making a clear, well-reasoned go or no-go recommendation grounded in the actual, objective Exit Criteria status rather than a vague impression, while still explicitly deferring the final launch decision to whoever genuinely holds that accountability according to the project's established RACI structure. What the BA should explicitly avoid is panicking or appearing alarmed in a way that undermines stakeholder confidence unnecessarily, hiding or downplaying the genuine severity of the issue to avoid an uncomfortable conversation, or unilaterally deciding to delay or proceed with launch without involving the stakeholder who actually holds that specific decision-making authority.
"The BA should communicate honestly and promptly, separate the confirmed bug from less urgent findings, present a specific re-test timeline, and make a clear recommendation grounded in actual Exit Criteria status while deferring the final decision to whoever holds genuine accountability — explicitly avoiding panic, minimizing the issue, or unilaterally deciding the launch outcome themselves."
📝 Module 12 Recap — Test Planning & UAT Management Mastered
✅ UAT verifies genuine business fit; Technical Testing verifies configuration correctness — both are necessary, neither substitutes for the other
✅ Test scripts translate Module 4's Given/When/Then directly into concrete steps with explicit, specific expected results — never vague
✅ Plan testers, environment, schedule, and concrete Entry/Exit Criteria upfront — never leave UAT ad-hoc or "see how it feels"
✅ Connect tester participation to their own original Discovery pain point — generic, impersonal asks produce weaker, less engaged testing
✅ Triage every finding as Bug, Missed Requirement, or New Request — conflating categories distorts genuine project health and urgency
✅ Track progress with a concrete tracker; declare sign-off only when explicit, objective Exit Criteria are genuinely met
✅ Handle a failed UAT cycle honestly, with a clear re-test plan and a grounded go/no-go recommendation — never panic or hide a genuine finding
🎯 Before Moving to Module 13...
1. Write complete test scripts for every Acceptance Criterion in your Module 4-11 discount approval backlog, including happy path and edge cases.
2. Draft a full UAT Plan (testers, environment, schedule, Entry/Exit Criteria) for this same project.
3. Triage 3 of your own hypothetical findings into Bug, Missed Requirement, or New Request, justifying each.
4. Draft both a successful sign-off communication AND a failed-cycle status communication for the same project, applying this module's full toolkit.
Module 13 covers Change Management and User Adoption — what happens after a successful launch, ensuring the solution is genuinely, sustainably used by the people it was built for.
2. Draft a full UAT Plan (testers, environment, schedule, Entry/Exit Criteria) for this same project.
3. Triage 3 of your own hypothetical findings into Bug, Missed Requirement, or New Request, justifying each.
4. Draft both a successful sign-off communication AND a failed-cycle status communication for the same project, applying this module's full toolkit.
Module 13 covers Change Management and User Adoption — what happens after a successful launch, ensuring the solution is genuinely, sustainably used by the people it was built for.
← Module 11: Translating Requirements into Stories
Module 13: Change Management & User Adoption → (Coming Soon)
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