Social Engineering Toolkit

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Collaborate the GRC Management and CISO in the review and preparation of it/infosec Risk Assessments, implementation and maintenance of the Cybersecurity Framework/profile, validation of controls used to reduce/Mitigate Risk and Security Incidents.

More Uses of the Social Engineering Toolkit:

  • Oversee: technical/Cybersecurity analyzing must have knowledge in Social Engineering, data Loss Prevention, Risk And Security assessment and Customer Support skills.

  • Observe User Behavior to identify fraudulent activity as account take over through Social Engineering, account take over through compromised documentation, and family member account involvement.

  • Use Social Engineering techniques to obtain Sensitive Information, Network Access and Physical Access to client sites.

  • Communicate and collaborate with other Team Members regarding Security Assessments as Social Engineering, Penetration Testing, and Vulnerability Assessments.

  • Lead the training platform to your customers and consider use and Best Practices to fully deploy the training to employees.

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

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

  • Lead: for the rest, you get great engagements in Network Security, cryptography, Social Engineering, physical Penetration Tests, and much more.

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

  • Provide security leadership by communicating and collaborating across your organization with Internal Security teams, Product Engineering.

  • Ensure documentation and faithful execution of Security Operations processes; validate documentation of key decision points.

  • Develop: 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.

  • Perform regular Internal Security audits, access audits, internal phishing campaigns, Social Engineering tests and internal Penetration Tests or organization systems and products.

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

  • Evaluate: remote and on site Penetration Testing, Web Application assessments, mobile Application Testing, purple team exercises, and conducting Social Engineering tests.

  • Secure that your corporation assess your organizations Network Security posture through the use of Automated Tools and manual techniques to identify and verify common Security Vulnerabilities.

  • Perform network penetration, web and mobile Application Testing, source Code Review, Threat Analysis, wireless network assessments and Social Engineering assessment.

  • Oversee: 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.

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

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

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

  • Be accountable for conducting all types of network and application Penetration Tests, vulnerability assessments, and Architecture Review.

  • 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).

  • 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.

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

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

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

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

  • Manage to protect your customers from an adaptive adversary and help them manage complexity in the Cyber operation, we in turn need to innovate.


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. Who approved the Social Engineering scope?

  2. What are the implications of the one critical Social Engineering decision 10 minutes, 10 months, and 10 years from now?

  3. Who needs to know about Social Engineering?

  4. What will be the consequences to the stakeholder (financial, reputation etc) if Social Engineering does not go ahead or fails to deliver the objectives?

  5. Are resources adequate for the scope?

  6. Have you identified breakpoints and/or Risk Tolerances that will trigger broad consideration of a potential need for intervention or modification of strategy?

  7. What activities does the governance board need to consider?

  8. Is the Social Engineering documentation thorough?

  9. How do you ensure that the Social Engineering opportunity is realistic?

  10. What Social Engineering problem should be solved?

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:

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.