---
title: "T10: Test Planning Checklist"
description: "T10: Test Planning Checklist"
image: https://blog.bcm-institute.org/hubfs/More%20Post%20Icon/Testing%20and%20Exercising%20Morepost/IC_TE_TestPlanningChecklist.png
---

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##### Business Continuity Management

![BB Testing and Exercising_010](https://blog.bcm-institute.org/hs-fs/hubfs/BB%20Testing%20and%20Exercising/BB%20Testing%20and%20Exercising_010.jpg?width=2000&height=1333&name=BB%20Testing%20and%20Exercising_010.jpg "BB Testing and Exercising_010")

# T10: Test Planning Checklist

This is a list of the common tasks for the planning of a test.  This checklist is often used in conjunction with the “*Template T1: Design Profile*” document.

[Suhana Sunreh](https://blog.bcm-institute.org/bcm/author/suhana-sunreh) Apr 1, 2021

###### Business Continuity Management Certified Planner-Specialist-Expert

![Testing Business Continuity Exercises](https://blog.bcm-institute.org/hs-fs/hubfs/Random%20Image/Testing%20Business%20Continuity%20Exercises.jpg?width=775&name=Testing%20Business%20Continuity%20Exercises.jpg)[![Table of Content \[1\] for BCM Testing and Exercising](https://no-cache.hubspot.com/cta/default/3893111/343bf20a-f87c-4581-8503-2dfae8835d66.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/343bf20a-f87c-4581-8503-2dfae8835d66)

This is a series of useful templates that you can use to develop the  Testing and Exercising program.

#### ![IC_TE_TestPlanningChecklist](https://blog.bcm-institute.org/hs-fs/hubfs/More%20Post%20Icon/Testing%20and%20Exercising%20Morepost/IC_TE_TestPlanningChecklist.png?width=179&name=IC_TE_TestPlanningChecklist.png)

#### Test Planning Checklist

#### Explanation

This is a list of the common tasks for the planning of a test.  This checklist is often used in conjunction with the “Template T1: Design Profile” document.

**Type of Exercise**:  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

**Date of Exercise**:  \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

 

| **Task** | **Schedule** | **Completed** |
| --- | --- | --- |
| **Obtain management support (Necessary throughout planning)** |   |   |
| **Decide what you need to evaluate/test (3- or 5-Year Plan)** |   |   |
| **Define the scope of the exercise** |   |   |
| **Establish objectives for the exercise** |   |   |
| **Identify limitations to exercise conduct** |   |   |
| **Revise objectives accordingly** |   |   |
| **Put together the Scenario Development Team** |   |   |
| **Develop the scenario sequence of events** |   |   |
| **Determine limits of participant response to each action               ** |   |   |
| **Develop messages, mini scenarios, data** |   |   |
| **Coordinate efforts of internal and external response organizations** |   |   |
| **Secure logistics support (people, facilities, food, paperwork)** |   |   |
| **Develop mock-ups, props, diagrams** |   |   |
| **Complete the exercise manual** |   |   |
| **Verify security control** |   |   |
| **Select the exercise controllers/evaluators** |   |   |
| **Set up an exercise control cell** |   |   |
| **Develop and conduct controller/evaluator training** |   |   |
| **Brief participants on scope and limits of the exercise** |   |   |
| **Inform employees, the public, the media of the exercise               ** |   |   |
| **Document and evaluate the exercise** |   |   |
| **Provide for exercise critiques and feedback** |   |   |
| **Generate the exercise report** |   |   |
| **Revise the plan and training based upon exercise lessons learned** |   |   |

Note that some steps may occur simultaneously and/or are on-going.

##### [![Testing & Exercising Your Business Continuity Plan (Second Edition)](https://no-cache.hubspot.com/cta/default/3893111/141041f5-ac9f-4e5c-8a5e-86eb999d799c.png)](https://cta-redirect.hubspot.com/cta/redirect/3893111/141041f5-ac9f-4e5c-8a5e-86eb999d799c)

##### Source

Goh, M. H. (2006). Testing and Exercising Your Business Continuity Plan. Business Continuity Management Series (2nd ed.). Singapore: GMH Pte Ltd.

Extracted from "**Chapter 32: T10: Test Planning Checklist**"

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