Pre-Engagement Wizard

Use this interactive wizard to ensure you have all required documentation and approvals before starting your penetration test engagement. Track your progress, mark items complete, and export your checklist.

Complete Before Testing

Never begin testing without all required items completed. Missing documentation could expose you to legal liability or invalidate your engagement.

Overall Progress

Total Items0/29

Required Items0/16

Step 1: Scope Definition

Define what will be tested and the boundaries of the engagement.

Identified test type (internal, external, web app, etc.)Required

Listed all in-scope IP addresses, domains, or applicationsRequired

Documented all out-of-scope systems and networksRequired

Agreed on testing dates and timesRequired

Defined testing hours (business hours vs after-hours)

Determined if staff will be notified of testing

📄 Related Templates

Rules of Engagement

roe-template.md

Authorization Letter

authorization-letter.md

Statement of Work

sow-template.md

nda-template.md

Why Use This Wizard?

Legal Protection

Ensure you have all required authorizations to protect yourself from legal issues.

Organized Workflow

Follow a structured process to ensure nothing is missed during preparation.

Export & Share

Export your completed checklist as documentation for your records.

Team Coordination

Standardize your team's pre-engagement process across all engagements.

Related Topics

Pre-Engagement Checklist

Reference checklist guide

RoE Template

Rules of Engagement template

Legal Considerations

Legal frameworks and laws