Social Engineering Toolkit

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Work with the GRC Management, CISO and other business lines to create and maintain automated workflows to create efficiency, reduce errors and provide detailed audit logs for various processes related to the Information security.

More Uses of the Social Engineering Toolkit:

  • Be accountable for writing a formal security assessment report for each penetration test, using your organizations standard reporting format.

  • Control: from information technology to Cybersecurity and everything in between, your integrated solution approach is designed to help enable and manage growth, leverage resources, and mitigate costs and risks.

  • Perform periodic business review with customers to confirm satisfaction, resolve technical issues, and continually drive successful product adoption.

  • Provide support in the ongoing development of security assessment offerings through tool creation and Process Improvement.

  • Stay up to date on direction of Cybersecurity, new threats in the wild, pain points to security, Industry Standards, etc.

  • Organize: test the system through use of phishing email, Social Engineering, and other known exploits that currently exist and implement changes based on results.

  • Contribute to existing tech stack and actively research and advocate for new tools, technologies, and methodologies to evolve it over time.

  • Identify, evaluate and collaborate with business partners regarding opportunities for improvement and provides constructive suggestions for change.

  • Make sure that your strategy assess your organizations Network Security posture through the use of automated tools and manual techniques to identify and verify common security vulnerabilities.

  • Be accountable for conducting multiple Penetration Testing activities spanning all categories of offensive and defensive security (Red Team, Network, Web Application, Client Side, Wireless, Social Engineering, Dumpster Diving).

  • Manage: an attack and penetration consultant also contributes to the development and Continuous Improvement of the security assessment practice through a various team and industry contributions.

  • Ensure you coach; build and nurture positive working relationships with clients with the intention to exceed client expectations.

  • Lead: proactively provide partner feedback that can be utilized for future product enhancements and Product Development.

  • Be a key cross functional analyzing across the Product, Engineering, and Member Support to influence and inform security and product decisions.

  • Initiate: partner with team as liaison between Cybersecurity department, corporate communications, corporate training, compliance, and Internal Audit.

  • Bring your thinking, strategies and ideas to advance your organizations values, culture and vision for the future.

  • Ensure you expand; united encourages your employees to become involved in the community and in professional activities, and you provide continued training and other support to help all employees achieve the full potential.

  • Arrange that your operation uses advanced investigative techniques to connect dots between disparate data sources and signals to identify underlying fraud threat vectors for highly complex cases.

  • Become an expert in identifying the challenges your prospective clients face, which can be addressed with your Security Awareness training.

  • Develop and maintain spreadsheets and/or databases and provide Technical Support/administration for applications specific to the Information security Department.

  • Deliver the ongoing and annual Penetration Testing schedule and conducting awareness campaigns as part of the Corporate Compliance requirements.

  • Be accountable for compromising Active Directory environments and demonstrating business impact by identifying and obtaining access to business critical assets/information.

  • Head: conduct infrastructure focused Penetration Testing on the internal and external attack surfaces for organizations.

  • Perform regular internal security audits, access audits, internal phishing campaigns, Social Engineering tests and internal penetration tests or organization systems and products.

  • Use Social Engineering techniques to obtain sensitive information, network access and physical access to client sites.

  • Lead the training platform to your customers and consider use and best practices to fully deploy the training to employees.

  • Be accountable for authoring, adjusting, and innovating on heuristic and regex based rules to react to immediate changes in attacker behaviors for email related phishing and Social Engineering threats.

  • Provide security leadership by communicating and collaborating across your organization with internal security teams, product engineering.

  • Create and analyze SaaS and Financial Performance Metrics to identify key drivers for expenses, revenues and business risks.

  • Identify and evaluate complex business and technology risks, Internal Controls which mitigate risks, and related opportunities for Internal Control improvement.


Save time, empower your teams and effectively upgrade your processes with access to this practical Social Engineering Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Social Engineering related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Social Engineering specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Social Engineering Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Social Engineering improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How can you become more high-tech but still be high touch?

  2. What was the context?

  3. Is risk periodically assessed?

  4. What are the minority interests and what amount of minority interests can be recognized?

  5. How will you insure seamless interoperability of Social Engineering moving forward?

  6. How can skill-level changes improve Social Engineering?

  7. What are the core elements of the Social Engineering business case?

  8. What are your Social Engineering processes?

  9. Which models, tools and techniques are necessary?

  10. How do you go about securing Social Engineering?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Social Engineering book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Social Engineering self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Social Engineering Self-Assessment and Scorecard you will develop a clear picture of which Social Engineering areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Social Engineering Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Social Engineering projects with the 62 implementation resources:

  • 62 step-by-step Social Engineering Project Management Form Templates covering over 1500 Social Engineering project requirements and success criteria:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Social Engineering project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Social Engineering project team have enough people to execute the Social Engineering project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Social Engineering project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Social Engineering Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

  • 2.1 Social Engineering Project Management Plan
  • 2.2 Scope Management Plan
  • 2.3 Requirements Management Plan
  • 2.4 Requirements Documentation
  • 2.5 Requirements Traceability Matrix
  • 2.6 Social Engineering project Scope Statement
  • 2.7 Assumption and Constraint Log
  • 2.8 Work Breakdown Structure
  • 2.9 WBS Dictionary
  • 2.10 Schedule Management Plan
  • 2.11 Activity List
  • 2.12 Activity Attributes
  • 2.13 Milestone List
  • 2.14 Network Diagram
  • 2.15 Activity Resource Requirements
  • 2.16 Resource Breakdown Structure
  • 2.17 Activity Duration Estimates
  • 2.18 Duration Estimating Worksheet
  • 2.19 Social Engineering project Schedule
  • 2.20 Cost Management Plan
  • 2.21 Activity Cost Estimates
  • 2.22 Cost Estimating Worksheet
  • 2.23 Cost Baseline
  • 2.24 Quality Management Plan
  • 2.25 Quality Metrics
  • 2.26 Process Improvement Plan
  • 2.27 Responsibility Assignment Matrix
  • 2.28 Roles and Responsibilities
  • 2.29 Human Resource Management Plan
  • 2.30 Communications Management Plan
  • 2.31 Risk Management Plan
  • 2.32 Risk Register
  • 2.33 Probability and Impact Assessment
  • 2.34 Probability and Impact Matrix
  • 2.35 Risk Data Sheet
  • 2.36 Procurement Management Plan
  • 2.37 Source Selection Criteria
  • 2.38 Stakeholder Management Plan
  • 2.39 Change Management Plan

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Social Engineering project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:

  • 5.1 Procurement Audit
  • 5.2 Contract Close-Out
  • 5.3 Social Engineering project or Phase Close-Out
  • 5.4 Lessons Learned



With this Three Step process you will have all the tools you need for any Social Engineering project with this in-depth Social Engineering Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Social Engineering projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Social Engineering and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Social Engineering investments work better.

This Social Engineering All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.