Planning for a Penetration Test: A Guide for Prospective Clients

by William

In today’s digital landscape, businesses of all sizes are facing increasing cybersecurity threats. Conducting a penetration test (or pen test) is an essential measure to assess and improve your organisation’s security posture. In this article, we will provide a step-by-step guide for planning a penetration test, ensuring you achieve the best results to protect your valuable data and infrastructure.

1. Establish Clear Objectives

The first step in planning for a penetration test is to establish clear objectives. These objectives should align with your organisation’s security goals and business needs. Some common objectives include:

  • Identifying vulnerabilities and weaknesses in your network, applications, or systems
  • Ensuring compliance with industry regulations and standards
  • Assessing the effectiveness of existing security controls
  • Gaining insights into potential attack vectors and threats
  • Demonstrating due diligence in protecting sensitive data

2. Define the Scope of the Test

The scope of a penetration test refers to the specific systems, networks, or applications that will be assessed. Defining the scope is crucial to avoid unwanted disruptions or unintended consequences. Consider factors such as:

  • Which assets are most critical to your business operations?
  • What types of data do you store and process?
  • Are there any specific compliance requirements you need to meet?
  • What is the overall size and complexity of your IT infrastructure?

Documenting the scope helps ensure that both your organisation and the pen testing provider understand the boundaries of the test.

3. Choose the Right Type of Penetration Test

There are various types of penetration tests, each focusing on different aspects of your security. Some common types include:

  • Network Penetration Testing: Targets your internal and external network infrastructure, such as firewalls, routers, and switches.
  • Web Application Penetration Testing: Focuses on vulnerabilities within web applications, including input validation, authentication, and authorisation issues.
  • Mobile Application Penetration Testing: Assesses the security of mobile apps, including data storage, communication, and access control.
  • Wireless Penetration Testing: Evaluates the security of wireless networks, including encryption, authentication, and access points.
  • Social Engineering Penetration Testing: Tests the effectiveness of your organisation’s security awareness by simulating phishing attacks, pretext calling, or physical intrusions.

Select the type of test that best aligns with your objectives and the scope you’ve defined.

4. Select a Qualified Penetration Testing Provider

When choosing a penetration testing provider, consider the following factors:

  • Experience and expertise: Look for a provider with a strong track record in conducting penetration tests for organisations similar to yours.
  • Certifications: Seek providers with certified penetration testers, such as Certified Ethical Hackers (CEH) or Offensive Security Certified Professionals (OSCP).
  • Methodology: A reputable provider should follow a well-defined methodology, such as the Penetration Testing Execution Standard (PTES) or the OWASP Testing Guide.
  • Communication and reporting: Ensure the provider offers clear communication and comprehensive reporting, including actionable recommendations for remediation.

5. Prepare for the Penetration Test

Before the test begins, make sure you have:

  • Obtained necessary approvals: Inform relevant stakeholders and obtain any required permissions.
  • Scheduled the test: Coordinate with the provider to schedule the test at a time that minimises potential disruptions.
  • Established communication channels: Set up channels for communication between your team and the provider during the test, such as a dedicated chat room or email thread.

6. Review and Act on the Results

After the penetration test is complete, the provider should deliver a detailed report that includes:

  • An executive summary for non-technical stakeholders
  • A list of identified vulnerabilities, ranked by severity
  • Technical details of each vulnerability and how it was exploited
  • Recommendations for remediation and risk mitigation

It’s crucial to review the report with your internal team and prioritise the remediation efforts based on the severity and potential impact of the vulnerabilities. Collaborate with the pen testing provider to clarify any findings or recommendations and ensure a thorough understanding of the results.

7. Conduct Regular Penetration Tests

Cybersecurity threats are continually evolving, and your organisation’s security posture should be regularly reviewed and improved. Plan to conduct penetration tests at least annually or whenever significant changes are made to your IT infrastructure. Regular testing helps to maintain your organisation’s security and compliance over time.


Planning for a penetration test is a critical component of maintaining a strong cybersecurity posture. By following the steps outlined in this guide, you can ensure a successful penetration test that provides valuable insights into your organisation’s security and helps protect your valuable assets from potential threats.

Finding a reliable penetration provider  is an investment in your organisation’s security and can help prevent costly data breaches or attacks.

Here at Aardwolf Security, our team of trusted CREST accredited penetration testers have decades of experience performing web application security testing, and website security testing. Get in touch today to find out how we can help protect your business assets.

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