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Ebook

The Builder's Guide: How to Build a Beta Test

No idea where to start for your upcoming beta test? From the initial stages of planning through inviting testers to provide feedback, this Builder’s Guide will cover everything you need to know to set up your next beta test.

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PDF · 11 pages · March 7, 2023

Putting a product in front of testers is the easy part. Building a test that gives you useful answers takes a plan your whole team agrees on. This guide is for anyone setting up a beta test who wants to avoid time-⁠consuming mistakes.

Four steps take you from a streamlined test plan template to a final look at your workspace, with short builder tips along the way.

What’s inside

  1. A streamlined test plan template

    A starter project plan built around the essentials of test planning, with a more comprehensive plan available for programs with more advanced needs.

  2. A kickoff meeting agenda

    Which departments to invite, and a four-point agenda covering the test product, the tester audience, what needs testing, and when testing happens.

  3. Test plan questions and tips

    Questions on naming, tester numbers, public or private invites, timing, and weekly activities, with advice like keeping to three to five activities per week.

  4. A workspace readiness checklist

    A visual checklist of what your workspace needs, from inviting testers and giving activities to collecting feedback, reviewing results, and showing your brand.

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