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Penetration Testing Methodology and Rules of Engagement

Penetration Testing Methodology and Rules of Engagement

Structure a penetration testing engagement: pentest phases, scope definition, written authorizations, and drafting the rules of engagement.

4 hrs/week

🟦 Foundations · Cycle: 1. Planning HTB Academy: Penetration Testing Process

Objectives

  • Define a penetration test and its phases.
  • Plan an engagement in compliance with the legal framework.
  • Produce a RoE (Rules of Engagement) and an engagement agreement.
What is a RoE (Rules of Engagement)?

The RoE (Rules of Engagement) is the contractual document that frames the engagement before it begins. It answers: What? When? How? How far? It specifies in particular the scope (which IPs/domains/apps you are allowed to test), the authorized and prohibited techniques (e.g., no denial of service), the time windows, the emergency contacts, and the handling of sensitive data.

Without a signed RoE, a pentester has no legal protection: the RoE plus the written authorization is what separates a legal test from a criminal offense.

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