Guide
Printable Surveil-X worksheet
Pre-pentest readiness checklist
A printable checklist for preparing scope, assets, accounts, rules of engagement, remediation capacity, and retesting.
Use this with the selected testing provider. The provider’s rules and engagement documentation remain authoritative for the actual test.
1. Scope and authorization
- Written authorization complete
- Targets and environments listed
- Out-of-scope assets recorded
- Testing window and rate limits agreed
- Emergency and escalation contacts confirmed
2. Technical preparation
- Architecture and data flows available
- Roles and representative test accounts ready
- Known issues disclosed
- Third-party boundaries identified
- Representative data and workflows prepared
3. After the test
- Finding triage owner assigned
- Remediation capacity reserved
- Exception approval process defined
- Report-sharing controls agreed
- Retest scope and timing agreed
Notes, gaps, and next decisions
External assessment and pentesting
Use the checklist with the supporting guides
Scope, readiness, and decision guidance before investing in a penetration test.
Guide
Build a pre-pentest remediation plan
Read the guideGuide