Role playbook · 04 / 05

Test Leader

Plan · Monitor · Decide

Mission: run the testing of a release — decide where to test deeply, track progress against the plan, take corrective action, and make the evidence-based ship/hold recommendation. The risk register drives everything.

ISTQB home turf: test planning, monitoring & control (§5) · risk-based testing (§5.2) · completion · CTAL-TM operational level
9 commands in your kit risk drives everything ship/hold with evidence

Release kickoff

Aim the effort before anyone tests.

The risk assessment drives everything downstream: high-risk areas get test-design + exploratory depth; low-risk areas get standard test-cases. Brief the team from the register.

test leader — kickoff
> /qa:risk-assessment R2.4                          # 1 · score product & project risks (likelihood × impact) — drives everything
> /qa:estimate "R2.4 scope"                         # 2 · effort estimation (metrics + expert based)
> /qa:create-plan R2.4 "guest checkout, saved cards"  # 3 · the Test Plan: scope, approach, entry/exit, schedule

Mid-release — weekly or per milestone

Monitor, then control.

Monitoring is the measurement; control is the action. A status report that doesn't end in a decision is just a dashboard.

test leader — weekly loop
> /qa:status-report R2.4               # progress vs plan, defect trends, coverage, entry/exit status…
                                     # …and it ends with corrective ACTIONS: reassign, descope, add sessions
> /qa:review-coverage                 # where is coverage thin vs the risk register?
> /qa:regression "payment refactor"   # a change landed → select & prioritize the regression set
> /qa:flaky-hunt                      # pass-rate noise hides real signal — keep the suite trustworthy

Release endgame

The ship decision.

test leader — endgame
> /qa:coverage-measure      # 1 · final coverage vs requirements & risk
> /qa:go-no-go R2.4        # 2 · the formal gate: all signals → ship/hold + conditions + sign-off
> /qa:release-report R2.4  # 3 · Test Completion Report: exit criteria, residual risk, lessons learned
Severity is product impact; priority is fix urgency — keep them separate. A ship decision with three open low-severity defects and a residual-risk statement is ISTQB-correct. "Zero bugs" is not a thing.Principle 1 at the gate

Where your work goes

Hand-offs.

Receives ←
Everyone — execution results, defects, performance thresholds, and coverage.
Hands off →
Test Manager — status & completion reports roll up into /qa:quality-report.
The organization — the /qa:go-no-go decision.

Cheat sheet

One line per situation.

You need to…Run
Decide where to test deeply/qa:risk-assessment <release>
Write the release test plan/qa:create-plan <release> <features>
Report progress + take action/qa:status-report <release>
Pick the regression set for a change/qa:regression <change>
Make the ship / hold call/qa:go-no-go <release>/qa:release-report <release>

Switch hats

The other four roles.

You can be all five — switch playbooks as the day demands. See how the roles interlock on the release-lifecycle timeline.