Rules of Engagement (RoE) Template
Rules of Engagement (RoE) Template 📋 What is Rules of Engagement? Rules of Engagement (RoE) is a critical document that defines the specific rules, limitations, and guidelines that govern how a penetration test will be conducted. It establishes the boundaries of acceptable testing activities and ensures both the testing team and client understand what is and isn’t allowed during the engagement. Purpose of Rules of Engagement Clear Boundaries: Define exactly what testing activities are permitted Risk Mitigation: Minimize risks to business operations and systems Legal Protection: Provide legal framework for testing activities Expectation Management: Ensure all parties understand testing limitations Safety Guidelines: Protect both testing team and client systems Compliance: Ensure testing meets regulatory and industry requirements Key Components Testing Scope: What systems and activities are included Prohibited Activities: What activities are not allowed Time Restrictions: When testing can and cannot occur Data Handling: How sensitive data should be handled Communication: How and when to communicate during testing Emergency Procedures: What to do in case of problems Escalation: When and how to escalate issues When to Use Before starting any penetration testing engagement When defining testing boundaries and limitations For complex or high-risk engagements When working with critical systems For compliance-driven testing requirements 📄 Rules of Engagement Template RULES OF ENGAGEMENT Document Information: ...