A consultant is preparing the formal arrangement with a client that details responsibilities, testing boundaries, financial aspects, and deliverables. Which approach is the BEST to ensure both parties have a clear understanding of the project requirements before activities begin?
Request a short email from the client specifying minimal guidelines and start testing
Rely on generic corporate guidelines instead of specifying engagement details in written form
Set up a phone call to discuss tasks and record the notes privately
Create a comprehensive document that lists the testing boundaries, roles, cost structure, tasks, and official acceptance
A detailed written agreement is crucial. It outlines scope boundaries, costs, roles, responsibilities, and acceptance from the involved parties. Verbal communication or informal references alone do not maximize clarity or accountability. Email confirmations and general templates lack the comprehensive level of detail and mutual sign-off needed.
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What is the purpose of a written agreement in a penetration testing engagement?
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What happens if testing boundaries are not properly defined in a penetration testing engagement?
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Why are verbal agreements or informal emails insufficient for penetration testing engagements?