Reviews and Inspections: With Formality Come Rules

Reviews and Inspections: With Formality Come Rules

Reviews and inspections are an integral part of building most everything. You find reviews and inspections in manufacturing, in construction and even in publishing. Software development and maintenance is no different. Reviews and inspections can be powerful tools to remove defects before they can impact production and to share knowledge with the team and stakeholders. They are part of a class of verification and validation techniques called static techniques. These techniques are considered static because the system or application being built is not executed. Instead of executing the code, the code or other written deliverables are examined either by people (generally called reviews and inspections) or mechanically by a tool (known as static analysis).  Reviews and inspections can be applied to any product generated as part of the development process, while static analysis can only be applied to code-based products.

Reviews and inspections come in various levels of formality to meet different needs. Informal reviews typically do not follow a detailed written process and results are generally not documented for later review and analysis. They are often used to ensure knowledge sharing and training at a one-on-one level. One classic method used for informal reviews is called the desk check.  In a desk check, a team member emails a deliverable or code to another team member who reviews it and gives them feedback. Another form of informal review is pair programing.

Walkthroughs are a step up the formality ladder.  Walkthroughs are group sessions in which the author takes the group through the deliverable.  The attendees of walkthroughs generally include team members and technical specialists. Walkthroughs can be very informal (an impromptu gathering) or the degree of formality can be increased by requiring meeting preparation and collection of issues and defects. Walkthroughs are used to discover defects, make decisions and to distribute information.

Technical reviews leverage a defined process for defect detection, and include participation by peers, technical experts and often management personnel. They are more formal than the typical walkthrough and are much more formal than desk checks. A trained moderator, who is not the author, generally leads a technical review (to enforce independence) comparing the deliverable to organizational standards. In addition to defect discovery, decision making and information distribution, technical reviews are often used as a formal approval mechanism. For example, I recently observed an organization where all projects go through an architectural review. Technical reviews are a type of technical review usually based on defined organizational standards. The architecture review in the example was based on the organization’s published standard architecture.

Inspections are the most formal of the review and inspection techniques. The most well-known inspection technique is based on the process defined by Michael Fagan of Fagan Reviews.  The inspection process includes highly defined roles such as moderator, author, scribe and reviewer. All inspection processes typically include required pre-work, logging of defects, collection and publication of metrics, formal follow-up procedures and, in many cases, the use of statistical process control techniques. The goal of inspections is to find and remove defects.

Reviews and inspections are highly effective and powerful tools for finding and removing defects from software and other deliverables. Review and inspections are used in all software development and maintenance methods. The type of review and degree of formality is usually a function of the type of project. For example, inspections are almost always used on mission critical applications, such as medical devices and weapons systems, regardless of whether they are using Agile or plan-based techniques. Reviews and inspections remove defects and share knowledge so teams can maximize the value they deliver.

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