That is basically sound advice, if a bit idealistic about the actual number goals! Ideally you'd run these tests a few times before making any changes, because any one day's readings can always be a fluke / down to something else!
I don't think you really need a specific "test meal" either - you just need something that is not too huge, not too high in fat content OR in carb content ('cause that affects how quickly it will digest and how long it will affect your BGs), and for which you have counted the carbs accurately. So it's important to weigh and measure accurately, read the packet, etc. Later on when you're pretty sure of your ratios, "guesstimating" is allowed
but when you're running tests, better to be precise!
Side note - ratios can be talked about in one of two ways. Either 1u:Xg or Xu:10g. That is, either you're talking about how many grams of carbs one unit of insulin will cover for you, or you're talking about how many units of insulin it would take you to cover 10g of carbs. It's the same thing in the end, so which one you use is a matter of how you want to do the math. Personally I prefer the first way; I find it easier to grasp.
Other side note: in my personal experience, which from what I hear is similar to lots of other insulin users as well, my ratios for meals and corrections hardly ever change. To give you an idea, I might think about experimenting with them once a year or sometimes less! On the other hand, my basal doses change at least once a month if not more often (granted I'm a student so my stress levels are all over the place during term time!).
This is important for two reasons. 1) It's generally the opposite of what a lot of doctors and nurses think/do. They will often prefer to adjust your mealtime doses endlessly and (in my experience) seem to think of basal doses as some kind of holy grail that should only be moved around as a last resort! (This is an example of "textbook thinking" in diabetes). So you need to know that it's okay if your experience on this subject differs from the impression your doctor or nurse seems to have. Very often real life diabetic experience is different from what the textbook says. Trust your experience in that case!
2) You should not expect your long-acting dose to be a case of "set it and forget it" - I don't mean to imply that that's what you think, but it's important to go on not thinking it!
It'll change, often. You haven't done anything wrong if one week your readings seem to have gone A over teakettle for no good reason or if you "can't seem to find the right dose" because it keeps moving around. That's just the way of things. There's a whole huge constellation of hormones and things affecting your BG moment by moment, some of which modern science probably doesn't even know about yet, and even the ones we do, how could we ever keep up from the outside? So our job isn't to make those A/T times not happen, but to stay vigilant for those changes and try to adapt to them (but without being too hasty, see above about flukes!).