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NEW: 39-page Quality Assurance Plan Template in MS Word/Excel

Looking for a Quality Assurance Plan template? We’ve spent most of the week polishing this fella and now he’s ready for prime time. See what you think.

Quality Assurance Plan Template

This template pack includes a 39-page Quality Assurance Plan Template in MS Word, an Audit checklist and Schedule Forms, and 7 Excel spreadsheets. You can use this template to write your first QA plan. It includes helpful explanatory text that walks you through the process of setting up your first QA project. You can change everything in the document – text, images, and tables. There are no special plug-ins, macros, or installation files. Just download the templates and get started.


Business Case Template - Download Here

Quality Assurance Plan Definition

The Quality Assurance Plan describes the approach to ensuring that software is delivered according to a set of agreed quality guidelines. It ensures that the:

  1. Project is managed, developed, and deployed correctly.
  2. Deliverables are of acceptable quality before delivered to clients.


In the Quality Milestones chapter, we’ve added a nice Note to the text to display some instructional text.


Here in the Documentation section, you can see how the chapter numbering, fonts, text, and tables are presented.

Why do you need a Quality Assurance Plan?

The Quality Assurance Plan ensures the project provides quality within the allocated resources, schedule, and budget.

How to use the Quality Assurance Plan

  • Address specific project processes and deliverables.
  • Establish criteria that defines the quality at each checkpoint or deliverable.
  • Identify roles and responsibilities for the quality assurance reviewers.
  • Define who, where and when quality reviews are performed.
  • Apply the Styles, such as those shown in the following screenshots, to ensure a consistent look and feel through-out the document.


Examples of Styles for the Body, Bullet lists, Notes, Table text and headers

Quality Assurance Plan Purpose

Use this Software Quality Assurance Plan to document the process, methods, standards, and procedures for your next software testing project. Use this document as a foundation for managing software quality assurance activities and project activities as documented in the Project Plan.

This Quality Assurance Plan will help you:

  • Identify the SQA responsibilities of the project team and the SQA consultants
  • Define reviews and audits and how they will be conducted
  • List the activities, processes, and work products to be reviewed
  • Identify SQA work products


Examples of different notes, message, and warning styles you might want to add to your Quality Plan

Who is this template for?

This template was written for QA Managers, especially those who may be new to this area and are looking for a little direction on how to get started. The forms, checklists, and spreadsheets will also help you get up to speed fast.


Learn more about the template pack here.

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How to Write a Target Audience Questionnaire

Creating a training plan? Before you do this, you need to step a step back and work out what your colleagues need to learn. Continue reading How to Write a Target Audience Questionnaire

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How to Write a Capacity Plan

capacity-plan-buildingDeveloping a Capacity Plan is vital if you want to understand how much capacity will be required to support your IT systems and, by extension, the infrastructure that supports it.

Think about it.

If you plan to install a new large-scale solution, for example, IBM WebSphere or SAP, you also need to consider the impact these will have on your existing systems.

How to Write a Capacity Plan

1. Capacity Planning & Outsourcing

Another area where Capacity Plan is vital is outsourcing. Say you plan to outsource your Help Desk to a third party firm.

Well, for them to support the system technically (not from a business perspective) they need to prepare a Capacity Plan that details the technical requirements to support this solution.

2. Developing a Capacity Plan strategy

  • Assess the current solution and component performance
  • Identify constraints that may be imposed on the system
  • Use this information to develop the Capacity Plan for component acquisition, configuration, and upgrade.
  • Make recommendations on how the Capacity Plan should be maintained, monitored and updated as necessary.

3. Benefits of a Capacity Plan

Developing a Capacity Plan ensures that business and technical requirements can be supported by the infrastructure and application elements of the new solution. In this case, the Help Desk or the IBM back office solution.

4. Management Guidance

The Capacity Plan provides management with:

  • Breakdown of the resource capabilities required to operate the solution
  • Assessment of current capacities
  • Estimates on the resources and services to be upgraded and acquired
  • Projection of resource and services capacities that may be required by the solution
  • Capacity Planning ensures that there is sufficient processing capacity to run these new applications and for some predetermined time into the future as your business expands.

A well-defined Capacity Plan takes into consideration the likelihood that your business will grow and provides the appropriate estimates so you can develop the systems in line with these projection and also budget accordingly.

5. Capacity Plan Risks

If your company runs out of system processing capacity at some point (for example, due to increased user numbers, higher business volumes), the system’s performance will begin to suffer and you may be faced to upgrade the system (and associated applications) or move to a different more powerful system/server to process these applications.

To ensure that these applications can process the application load at cutover, and for some period of time following this, develop and check your capacity plan.

Capacity Plan Template

The method and results of this study should then be captured in the Capacity Plan document.

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How much can I make as a Tech Writer?

The median expected salary for a typical Technical Writing Supervisor 1 in the United States is $57,580.

The Salary Wizard at has some terrific interactive tools for finding the base salaries, average salaries, and top paying roles in this field.

They also offer the “Basic Salary Report based on broad national data, reported exclusively by HR depts of thousands of employers from all sizes, industries and locations.”

Although these numbers are based on national data, the results are most similar to the data from companies with approximately 1,000 employees. If your company is bigger, smaller or in a unique industry, we strongly recommend using a premium report to ensure the most accurate answer.”

Based on their calculations, your Estimated Paycheck Results would be:

Bi-weekly Gross Pay $ 2,214.62
Federal Withholding $ 400.23
Social Security $ 137.31
Medicare $ 32.11
State $ 0.00

Net Paycheck Estimate $ 1,644.97

Take a look at the charts over at:


Talk is cheap. Use Yahoo! Messenger to make PC-to-Phone calls. Great rates starting at 1¢/min.

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Considering a move into Technical Writing

Allan Hoffman on offers some excellent advice for anyone considering a move into Technical Writing.

“To some people, any job with the word “writer” in the title looks like it must be a blast — the next best thing to working on episodes of “Desperate Housewives.” If spotting the job title technical writer in your job search whets your appetite to learn more, here’s a guide to the profession.”

He highlights that the mean (average) salary for technical writers and editors in the US was $61,730, according to STC’s most recent STC salary survey.

Their site is at You might find the salary stats in the Press Release section.

It was there but has now been moved elsewhere!

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Microsoft Word compared against Adobe Framemaker

This article compares Microsoft Word and Adobe FrameMaker by examining the following key areas:

Ability to create Long Documents
Short Documents
Using Microsoft Word as a DTP Tool
Printing and Type
Cross-platform capabilities
Word’s Nice and Not So Nice Features
Importing Graphics

Over the past decade, Adobe has created a suite of publications software, with FrameMaker fulfilling the role for documentation generation. Adobe said that development plans for the immediate future include enhancing the import and export of files from one format to another.

Companies that choose FrameMaker are safe-guarded regardless of future documentation standards, i.e. XML, SGML, Acrobat, or HTML.

Long Documents

Word Strengths
Word doesn’t handle large documents well and begins to have difficulties when it goes over 100 pages of standard text, i.e. combination of graphic and text formatting.
Compiling the TOC and indexes for multiple files takes much longer in Word than FrameMaker.
Microsoft Word is not a desktop publishing program — It’s a word processor.

Word’s Weaknesses
Word doesn’t handle large documents well and begins to have difficulties when it goes over 100 pages of standard text, i.e. combination of graphic and text formatting.
Compiling the TOC and indexes for multiple files takes much longer in Word than FrameMaker.
Microsoft Word is not a desktop publishing program — It’s a word processor.

FrameMaker Strengths
Ideal for large books i.e. 200 pages +.
Before you start, define your template. Using templates in Word is far from ideal as they tend to corrupt when under stress, i.e. if you have too many bullet list and graphic import, it will start to generate error, such as inserting paragraph marks in the header and footers.

FrameMaker Weaknesses
Steep learning curve
Possible being phased out by Adobe. Replaced by InDesign

The real advantage to FrameMaker is the ease at which documentation, indices, and cross-references is easily updated. Page, section, figure, table, and even equation numbering can follow any scheme you can think up. FrameMaker is best on 1280 x 1024 monitors, and can be difficult to use on small screens.

FrameMaker is designed specifically for long complex documents, which can be edited, updated and changed, including the TOC and indexes very easily.

Short Documents

If your documents are under 100 pages on average, FrameMaker is probably not required. Also, the word processing functions in FrameMaker i.e. spellcheck, redo, undo, sort, are not up to Word’s

Word as a DTP Tool
Word was not designed as a DTP program — it’s a word processing program that has added features over releases, so that if can be used for less intensive publishing requirements. To be more specific:

It does not handle any color separations
Poor support for page layout and/or graphic placement i.e. you cant rotate graphics.
Not designed as a structured document tool, i.e. cross-referencing other books. Master Document feature is meant to address this, but is notorious for collapsing.

FrameMaker is excellent for producing printed manuals. Very little deterioration occurs when printing complex documents across a range of printers and operating systems.
FrameMaker is more connected to the publishing world, and has very close ties to Adobe’s other technologies, such as the Adobe Type Manager, Postscript and Acrobat PDF.

If you have to print large documents in Word, you’ll most likely end up having to split the document into smaller files, changing the header and footers accordingly, hard-code the TOC’s and having nightmares with any cross-references. Avoid at all costs!


FrameMaker’s quality of typography is better than most DTP packages, and significantly superior to Word. FrameMaker is very useful for intensive printing jobs where, for example, you can utilize Postscript.

Frame’s cross-platform capabilities are very impressive. No other commercial DTP package runs across so many platforms.

Frame prints identically on Unix/Mac/Windows — but you need to be using the same FrameMaker release.

Word’s Nice Features
Word is not without merit and has some nice features:

When you highlight a word, Word highlights the next space, which improves cut & paste.
The Insert Symbols dialog box is faster and more intuitive than FrameMaker’s Help KeyboardMaps mechanism.
Word offers several views of a document, including a non-WYSIWYG view that works well on typical landscape monitors.
Autotext, Autocorrect and the Macro Recorder are very helpful.

Word’s Not so Nice Features

Formatting diagrams and images is awkward and prone to crashing the system.
Temporary Word files will eat up your disk space, and sometimes don’t get deleted from the cache.
You can’t have text on one page with different directions, headers and footers horizontal and, for example, a vertical pictures description.

Importing Graphics
There is a distinct difference between they both handle graphics:

Frame imports graphics, which have been either copied directly into the FrameMaker file, or referenced from another location. This method is recommended as the files size doesn’t bloat and when you update a graphic, it is automatically updated in the document.

Word copies the file directly into the document.

Therefore, when you change or update the source graphic, you need to import it back in again, re-size and layout it etc. Importing files into Word tends to increase the file size rather dramatically.

We’ve seen files double from 2MB to 4MB and continue to double until they reached 64MB – with no additional graphics been added. When Word has difficulties, it tends to expand in size. This can result in been locked out of your document, as your PC will run out of memory.

Also remember that because Word copies the files in, rather than import them, when you make updates to your application, and screenshots needs to be updated, you have to go through all the Word documents again. This is very expensive and alone can justify the value of purchasing the FrameMaker product.

With graphic heavy files, Word will grind to a standstill and not display any graphics towards the final pages, if you get that far. It consumes all memory available and then some more.


FrameMaker has very advanced indexing capabilities:

You can index to several levels
You can provide different types of indexes and lists, e.g. have an index of multiple chapters (each chapter being a separate file)
You can have lists of the tables and figures, which are compiled automatically. These are automatically brought in by referencing the file, and are automatically formatted
You can track the imported graphics on a list, and have the number of pages in each chapter, TOC, index, glossary created automatically in another compiled index
Microsoft has rudimentary indexing, but nothing near the capability of multiple indexing that FrameMaker has.


FrameMaker automatically cross-references document paragraphs, including those in multiple files. Cross-references include:

Paragraph numbering
Figure titles
Table titles
Microsoft Word does have these advanced features.


FrameMaker again has very powerful f

eatures, such as:

Formatting multiple paragraph number schemes within a document.
Creating bullets with any character type.
Running headers and footers using referenced paragraphs, i.e.,
Paragraph heads.
Formatting tables using table templates, ensuring that you use a consistent format for each type of table.

Word has a limited and mutually exclusive form of paragraph number schemes. The formatting is tied to the rest of the paragraphs, making it extremely difficult to format different fonts, styles, sizes, etc. within the same numbering stream, or to have multiple numbering streams. Word does not number your tables or your figures.


Word changes fonts and pagination unpredictably when you change printer drivers. That means you can’t proof on laser prints, unless your laser writer drivers give you reliable PostScript output on the page size (plus crop marks) that you’ll need for final output.

Generating TOC

FrameMaker creates TOCs and indexes across the whole book.

In Word, you can make indexes and TOCs using the Reference Document program.

User Groups

Word User Groups tend to be more active than those for FrameMaker, partially because of Microsoft’s support.

Converting from Word to FrameMaker

The overall conversion process is time-consuming, with an initial expensive outlay, and may involve template design and other production factors. Before making the plunge, you might want to get a demo, produce some documents and seeing how you like it.

Online Help

If you are planning on providing on-line help for a Windows-based software product, Word’s conversion to on-line help is a lot easier than Frame’s.

Reference Documents

In Word, if you create large documents, when you come to printing all sections and creating TOC’s, difficulties usually arise. Word is not designed for this, and what you are asking it to do it beyond its scope.

If your stuck with Word, be prepared to ship files that you know will deteriorate or collapse when the user opens them. You can side-step this by saving the word file to PDF, and putting maximum security features on i.e. the user cannot modify the file contents. Get FrameMaker instead.

Once Word begins to degrade, everything will go awry and you’ll get mis-numbered pages, TOC entries with unresolved pages, mangled headers and footer, and other idiosyncrasies.


FrameMaker is best for document creation that includes large amounts of graphics, and graphic layout re-formatting i.e. rotation.

Word’s performance degrades with imported graphic files —you’ll soon hear your PC desperately grinding in the background trying to swap memory—and the file sizes in Word increase to enormous proportions during graphic imports, beyond all reasonable logic.

Remember, when you import a low-res file format, e.g. GIF/JPG, into Word, it is converted into BMP, which partly explains the sudden increase.


Creating templates in Word is fairly limited, as its essentially designed for writing letters. Also, you can’t open a Word template while other users are using a document based on this template.


Word tends to change pagination when you change printer driver, even if the fonts have not changed, ruining indexes and tables of contents.

OLE Support

FrameMaker doesn’t support OLE.


FrameMaker is fast and intuitive.


Word supports true endnotes.

Frame does not. FrameMaker has a workaround using cross-references, but this is cumbersome when working with a book with many component documents.

Long footnotes

Word supports long footnotes, i.e. notes that must be split across successive pages.
FrameMaker does not support long footnotes. If a footnote is too long to fit on the page on which its marker appears, the entire footnote text is moved to the next available page.


With FrameMaker+SGML, you have the combination of FrameMaker’s features, and create an SGML document that can be used with a database search engine.

Adobe and FrameMaker future plans

Adobe has assembled a collection of documentation software, with FrameMaker central to that strategy. Adobe said that development plans for the immediate future include enhancing the import and export of files from one format to another.

Companies that choose FrameMaker are safe-guarded regardless of future documentation standards, i.e. XML, SGML, Acrobat, or HTML.

Contact me if you have any quesitons and I’ll try to get back to you.

Ivan (att) klariti (dott) com