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August 26, 2025

Penetration Testing Methodology: Frameworks, Phases & Best Practices

A complete guide to penetration testing methodologies in 2025, covering PTES, NIST SP 800-115, OWASP, OSSTMM, and MITRE ATT&CK.

Mohammed Khalil

Mohammed Khalil

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A penetration testing methodology is a structured framework that guides ethical hackers in simulating a real world cyberattack. It’s not random hacking; it’s a repeatable, scientific process designed to uncover real business risk.

The most common industry standard methodologies are the Penetration Testing Execution Standard (PTES) and NIST SP 800 115: Technical Guide to Information Security Testing and Assessment.

These frameworks define distinct phases from initial planning and reconnaissance to exploitation and final reporting.

The goal is to move beyond a simple automated scan by manually exploiting vulnerabilities to demonstrate their actual impact. A solid methodology ensures the test is thorough, controlled, and delivers actionable results that genuinely strengthen your defenses.

Quick Answers

Beyond the Checklist: What is a Real Pentesting Methodology?

Let's get one thing straight: a real penetration testing methodology is more than just a checklist. It's a formal, documented game plan that outlines the scope, phases, and rules for an ethical hacking engagement. Think of it as the strategic blueprint that separates a professional security assessment from an unstructured, ad hoc "hack." It ensures the process is repeatable, thorough, and, most importantly, safe for your environment.

In the early days of cybersecurity, pentesting was often an unguided art form. As one source notes, "there weren't many rules and regulations guiding the work of early pen testers. Businesses didn't know what to expect, so results varied widely". That's a huge problem. In 2025, with the average cost of a data breach in the U.S. soaring to a staggering $10.22 million according to IBM's latest report , businesses can't afford inconsistency.

From my experience leading red team engagements, the choice of methodology is the single most important decision made before any testing begins. It dictates whether we simply find a list of CVEs or if we uncover the multi stage attack chain that could actually take down the business. It’s the core difference between a basic scan and a true security validation, a distinction we'll break down completely by exploring the difference between a vulnerability assessment and penetration testing.

The move toward formal methodologies wasn't an academic exercise; it was a direct market response to the increasing financial and reputational damage caused by data breaches. As the stakes grew, the need for auditable, repeatable, and professional security validation became a business necessity, driving the creation of standards like PTES and the adoption of government frameworks like NIST SP 800 115 to bring order and predictability to the field.

The Core Frameworks: Choosing Your Battle Plan

Diagram showing PTES, NIST SP 800-115, OWASP WSTG, OSSTMM, and MITRE ATT&CK as complementary frameworks in penetration testing methodology.

No single methodology is a silver bullet. A mature testing provider must be a "polymethodologist," blending the lifecycle management of PTES or NIST with the technical depth of OWASP and the threat intelligence of MITRE ATT&CK. Here’s how they stack up.

The Penetration Testing Execution Standard (PTES): The Practitioner's Choice

Circular lifecycle chart illustrating the 7 PTES phases of penetration testing.

If you want to know how pentesters actually think, PTES is your guide. It was designed by and for security practitioners to provide a clear, end to end baseline for a high quality pentest. It’s less about rigid compliance and more about a practical, real world workflow that mirrors how actual attacks unfold.

Here's the deal. The PTES methodology is broken down into seven distinct phases:

  1. Pre Engagement Interactions: The critical planning phase to define scope, get written authorization, and establish the Rules of Engagement (RoE). You can learn more in our penetration testing RFP writing guide (2025).
  2. Intelligence Gathering (OSINT): Using open source intelligence to collect public information about the target without touching their systems.
  3. Threat Modeling: Analyzing intel to map out probable attack paths and focus on realistic business risks.
  4. Vulnerability Analysis: A mix of automated scanning and manual validation to find potential weaknesses.
  5. Exploitation: The "attack" phase, actively exploiting validated vulnerabilities to prove they are real.
  6. Post Exploitation: Demonstrating the full business impact by escalating privileges and moving laterally.
  7. Reporting: Delivering a final report with a non technical Executive Summary and a detailed Technical Report.

NIST SP 800 115: The Enterprise & Compliance Standard

Diagram of NIST SP 800-115 penetration testing process with four phases.

If PTES is the practitioner's field guide, think of the Technical Guide to Information Security Testing and Assessment (NIST SP 800 115) as the official, government issued manual. It’s a formal, structured methodology widely adopted by federal agencies and large enterprises that require a rock solid audit trail and comprehensive documentation of security testing activities.

NIST SP 800 115 breaks the process into four core phases:

We often use the NIST framework when a client's primary driver is compliance, such as for FedRAMP penetration testing explained. Its structure is also a great fit for Penetration Testing for DevOps environments.

OWASP Web Security Testing Guide (WSTG): The AppSec Bible

The WSTG isn't a full lifecycle methodology. Instead, it's the definitive, open source checklist of technical security controls for any web application penetration testing services or API assessment, OWASP Web Security Testing Guide (WSTG).

During the "Vulnerability Analysis" and "Exploitation" phases, my team uses the WSTG as our technical guide. If we're testing for Broken Access Control (OWASP Top 10 A01:2021), we follow the specific test cases outlined in the WSTG. As threats evolve, so does OWASP, with new projects like the OWASP Top 10 for Large Language Models, which tackles emerging AI cybersecurity threats in 2025.

OSSTMM: The Holistic View

The Open Source Security Testing Methodology Manual (OSSTMM) from ISECOM focuses on measuring operational security as a whole, going far beyond just digital assets.

OSSTMM structures its testing across five "channels": Human Security, Physical Security, Wireless Communications, Telecommunications, and Data Networks.

MITRE ATT&CK: The Threat Informed Lens

The MITRE ATT&CK framework is not a testing methodology itself. It's a globally accessible knowledge base of adversary tactics, techniques, and procedures (TTPs) based on real world observations.

We use ATT&CK to make our tests more realistic. Instead of random exploits, we emulate the exact TTPs used by threat actors who target our client's industry, such as specific lateral movement techniques (T1021). This is fundamental to a true red team vs blue team explained engagement.

How to Conduct a Penetration Test: A 6 Step Guide

Flowchart of penetration testing methodology showing six steps from scoping to reporting.

Here’s a practical, step by step look at how a typical engagement works, combining the best of PTES and NIST.

Step 1: Pre Engagement & Scoping (The Rules of Engagement)

This is the most critical phase. The goal is to define exactly what will be tested, when, and how, and to get explicit, written permission. We craft the Rules of Engagement (RoE), a document that outlines testing windows, emergency contacts, and what actions are permissible.

Step 2: Intelligence Gathering (Reconnaissance)

The goal here is to collect as much information about the target as possible from public sources. This includes:

Step 3: Scanning & Vulnerability Analysis

Now, we identify specific, potential vulnerabilities.

Step 4: Exploitation (Gaining Access)

This is where we prove that a vulnerability is exploitable. We attempt to gain an initial foothold, perhaps using the Metasploit Framework for an unpatched service or exploiting a path traversal in client-side requests.

Step 5: Post Exploitation (Demonstrating Real Impact)

This phase answers the critical question: "So what?". Key activities include:

Step 6: Reporting & Remediation

The final goal is to deliver a clear, actionable report. A high quality penetration testing report includes an Executive Summary and detailed Technical Findings with remediation guidance.

Pentesting in the Real World: Key Distinctions That Matter

Myth vs Fact: Vulnerability Assessment vs Penetration Test

Graphic comparing myth and fact: vulnerability assessment vs penetration testing.

When to Choose a Red Team Engagement Over a Pentest

Pentesting for Compliance: Meeting Regulatory Demands

Checklist graphic showing PCI DSS, HIPAA, SOC 2, and Cyber Insurance compliance requirements linked to penetration testing.

PCI DSS Requirement 11.3

The Payment Card Industry Data Security Standard (PCI DSS) explicitly requires annual internal and external penetration testing, based on an industry accepted methodology like NIST SP 800 115. For a deep dive, see our PCI DSS 11.3 penetration testing guide 2025.

HIPAA Security Rule

The Health Insurance Portability and Accountability Act (HIPAA) requires regular risk analysis. While it doesn't explicitly mandate penetration testing, it's strongly advised to meet the requirement for a "thorough assessment of the potential risks and vulnerabilities" to protected health information (ePHI). Our HIPAA penetration testing checklist 2025 can help.

SOC 2 and Cyber Insurance

Penetration testing has become a standard expectation forSOC 2 penetration testing requirements 2025 and a critical factor for penetration testing for cyber insurance eligibility. Insurers see regular testing as proof of due diligence and may deny coverage without it. This is especially true for penetration testing for startups and SMBs.

Key Statistics for 2025: Why Methodology Matters More Than Ever

Infographic showing penetration testing statistics: U.S. breach cost $10.22M, 60% breaches human element, 34% increase in vulnerability exploitation, $2M ransomware payouts.
Checklist graphic showing essential buyer questions when selecting a penetration testing provider.

Buyer's Checklist: What to Ask a Pentesting Provider

  1. What is your primary methodology (e.g., PTES, NIST)?
  2. How do you incorporate the OWASP WSTG for web applications?
  3. Do you use the MITRE ATT&CK framework to inform your testing?
  4. Can you provide a sanitized sample report?
  5. What are your procedures for handling sensitive data?
  6. What are the credentials and certifications of your testing team (e.g., OSCP, CISSP)?
  7. How do you define the Rules of Engagement and handle scope creep?
  8. What is your communication plan during the test?
  9. Is re testing included after we remediate the findings?
  10. How do you ensure the testing process won't disrupt our operations?

Frequently Asked Questions (FAQs)

What are the 7 phases of penetration testing?

This refers to the Penetration Testing Execution Standard (PTES), which includes: Pre engagement Interactions, Intelligence Gathering, Threat Modeling, Vulnerability Analysis, Exploitation, Post Exploitation, and Reporting.

What is the difference between a methodology and a framework?

In this context, they are often used interchangeably. A framework (like NIST or PTES) provides the high-level structure, while the methodology is the specific application of that framework, including the tools and techniques used.

How long does a penetration test take?

This depends entirely on the scope. A small web application test might take one to two weeks, while a full internal and external penetration test for a large enterprise could take a month or more.

Is penetration testing required for compliance like PCI DSS or HIPAA?

Yes, for PCI DSS (Requirement 11.3), it is explicitly required annually. For HIPAA, it is considered a crucial part of the mandatory risk analysis process.

What is the most important phase of a penetration test?

While all are critical, many practitioners agree the Post Exploitation phase delivers the most value. It demonstrates the real world business impact of a breach, moving beyond a simple technical finding.

Can I perform a penetration test myself?

While you can run tools, a true penetration test requires deep expertise and an outside perspective. Many compliance standards, like PCI DSS, require the tester to be organizationally independent. You can explore the differences in our article on manual vs automated penetration testing.

How much does a penetration test cost?

Costs vary widely based on scope, complexity, and duration. For a detailed breakdown, see our guide on penetration testing cost.

A structured, repeatable penetration testing methodology is the foundation of modern security assurance. It's what transforms security testing from a guessing game into a strategic business function. Frameworks like PTES and NIST provide the roadmap, specialized guides like OWASP WSTG provide the technical depth, and threat intelligence from MITRE ATT&CK ensures the simulation is realistic. The ultimate goal is not to produce a list of CVEs, but to uncover and demonstrate tangible business risk, allowing you to prioritize your defenses effectively against the threats of 2025.

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Ready to Strengthen Your Defenses?

The threats of 2025 demand more than just awareness; they require readiness. If you're looking to validate your security posture, identify hidden risks, or build a resilient defense strategy, DeepStrike is here to help. Our team of practitioners provides clear, actionable guidance to protect your business.

Explore our penetration testing services for businesses to see how we can uncover vulnerabilities before attackers do. Drop us a line, we’re always ready to dive in.

About the Author

Mohammed Khalil is a Cybersecurity Architect at DeepStrike, specializing in advanced penetration testing and offensive security operations. With certifications including CISSP, OSCP, and OSWE, he has led numerous red team engagements for Fortune 500 companies, focusing on cloud security, application vulnerabilities, and adversary emulation. His work involves dissecting complex attack chains and developing resilient defense strategies for clients in the finance, healthcare, and technology sectors.