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The entire pre-engagement process consists of three essential components:

  1. Scoping questionnaire

  2. Pre-engagement meeting

  3. Kick-off meeting

Before any of these can be discussed in detail, a Non-Disclosure Agreement (NDA) must be signed by all parties. There are several types of NDAs:

Type Description
Unilateral NDA This type of NDA obligates only one party to maintain confidentiality and allows the other party to share the information received with third parties.
Bilateral NDA In this type, both parties are obligated to keep the resulting and acquired information confidential. This is the most common type of NDA that protects the work of penetration testers.
Multilateral NDA Multilateral NDA is a commitment to confidentiality by more than two parties. If we conduct a penetration test for a cooperative network, all parties responsible and involved must sign this document.
Document Timing for Creation
1. Non-Disclosure Agreement (NDA) After Initial Contact
2. Scoping Questionnaire Before the Pre-Engagement Meeting
3. Scoping Document During the Pre-Engagement Meeting
4. Penetration Testing Proposal (Contract/Scope of Work (SoW)) During the Pre-engagement Meeting
5. Rules of Engagement (RoE) Before the Kick-Off Meeting
6. Contractors Agreement (Physical Assessments) Before the Kick-Off Meeting
7. Reports During and after the conducted Penetration Test