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PDF + DOCXFREE · EMAIL-GATED12 SECTIONS

Red Team Rules of Engagement.
Drop-in ROE for adversary simulation.

Twelve sections covering authorisation, objectives, allowed and prohibited TTPs, deconfliction, escalation triggers, evidence handling, and the get-out-of-jail letter. Aligned to TIBER-EU and CREST STAR conventions without being framework-locked.

What is inside

An ROE your counsel will sign on first read.

  • 12 sections, editable DOCX plus a reference PDF render
  • Pre-built authorisation block with named exec sponsor and tester lead lines
  • Allowed and prohibited TTP tables — explicit, not implied
  • Deconfliction protocol including the safe-word and 24/7 contact pattern
  • Escalation-trigger table aligned to the four most common engagement failure modes
Table of contents

All twelve sections at a glance.

  1. 01

    Authorisation & signatures

    Named exec sponsor, named tester lead, dated authorisation block, validity window, the explicit statement that this letter is the get-out-of-jail-letter if a tester is challenged.

  2. 02

    Objectives & success criteria

    Three or four named objectives (e.g. obtain a domain admin token, exfiltrate a sample of crown-jewel data to an external bucket, prove EDR-bypass on the standard build). Each with a measurable success criterion.

  3. 03

    In-scope targets

    IP ranges, domains, cloud account IDs, AD forests, mobile apps, third-party integrations — each tagged with confidence level (high / medium / low) and tier (crown jewel / supporting / out).

  4. 04

    Out-of-scope & no-touch list

    Production DBs, regulated systems with separate sign-off chains, named partner integrations, individuals (no social engineering on named exec accounts unless explicitly opted in), DoS-sensitive endpoints.

  5. 05

    TTPs allowed

    Initial access vectors permitted (phishing, vishing, OSINT, exposed credentials, physical drops), post-exploitation (lateral movement, C2, persistence, privilege escalation), data-handling, screenshots, evidence collection.

  6. 06

    TTPs prohibited

    Destructive payloads, ransomware-style file changes, persistence that survives engagement, exfil of real PII / cardholder data / PHI (use marked canary data instead), tampering with backup or recovery systems.

  7. 07

    Test windows & rate limits

    Allowed engagement windows in UTC and local time, blackout windows (quarter-end close, planned change freezes, named promo events), per-host scan rate caps, concurrency caps on auth attempts.

  8. 08

    Deconfliction & trusted agents

    Named trusted agents on the blue side (typically two people), 24/7 deconfliction phone numbers, the deconfliction protocol (what to say, what to verify), the safe-word that confirms a tester action.

  9. 09

    Escalation triggers

    Mandatory pause if: a tester gains code execution on a system tagged crown-jewel, data egress exceeds the agreed sample size, an active incident response begins blue-side, or a real adversary signal is detected.

  10. 10

    Evidence handling

    Where evidence is staged, encryption-at-rest requirements, retention window, secure-destruction commitment, exclusion of real customer data from screenshots and logs.

  11. 11

    Reporting & purple-team replay

    Draft delivery window, executive summary, technical findings, MITRE ATT&CK mapping, optional purple-team replay session, retest expectations on remediated detective controls.

  12. 12

    Insurance, NDA, jurisdiction

    Tester-side professional indemnity and cyber liability floors, mutual NDA reference, governing law, data-residency commitments for evidence storage, sub-contractor disclosure.

Related reading

Pair this ROE with.

Scoping a red team this quarter?

The ROE is the easy part. The hard part is naming success criteria that survive a board readout. A 30-minute scoping call is free and you leave with a draft objectives set.